One of my last projects required the creation of several custom tiles for Dynamics Marketing Customer Journeys. As you know, to create custom tile, you need to configure some XML and CSS files. You need to provide information about CSS font-family, which will be used to extract icons and some other parameters. Rather than creating and hosting my own CSS, I decided that it would be nice to check if I can reuse exiting font-family. Dynamics Marketing has already some tiles, so let’s see how to reuse them.
Category: Dynamics Marketing
In this article, I would like to provide my thoughts about the latest changes which Microsoft provided for Dynamics Marketing Event Management application. One of the essential points points for me was that Microsoft deprecated Portal APIs. It was evident as they were always telling that this way to extract and update data in CDS is wrong as it might block the functionality of the whole portal, so now they finally created external service with APIs. Let’s go through some important topics about application extensibility as well as other issues which were changed or updated.
One of my customers asked if it is possible to reuse the standard dynamics pacer for e-mails on some other channel. They wanted to use SMS, and it would be great to reuse existing functionality which users know and use. I did some research and will provide the API call which you can use to implement a dynamic content parser for your own channels.
Recently I got a question from one of the customers on how to extract data from Dynamics Marketing Insights as there is no export functionality so far. They just wanted to extract data as CSV or Excel and send this data to some other people for analysis. In this article, we will go through some undocumented Dynamics Marketing APIs, which can help you with this task.
All my customers are usually asking how to export members of the segments to excel or CSV. This feature is also requested by people at experience.dynamics.com, and so far is planned for April 2020. You can read more here: Ability to export Segment members to Excel. In this article, I would like to show you how you can build a fetchxml which will export members data from the segment.
Recently I had a conversation with my customer, and they asked me about how to get a list of members for their last marketing campaign who didn’t open received marketing e-mail. So, let’s go through the ways to extract needed segments directly from the executed customer journey and use them later to extract the required data.
I would like to continue my set of articles about Dynamics Marketing, and today I want to tell you how you can track in which part of customer journey your contact is. I have several customers who asked about this feature, and we’ve found a quite simple and supported way to implement this functionality. In case you have similar requirements please use below solution to achieve it.
As my team recently did a successful implementation of Dynamics Marketing, I want to share with you some tips and tricks on this topic. This time we will be talking about how to send an e-mail from dynamics marketing immediately and without the customer journey. This feature highly requested by our customer, and even more, there should be the possibility to use workflows for this. Currently, Microsoft has planned this feature for October release, and you can check the status of this request here: Email marketing features. Our customer doesn’t want to wait, and it was not possible to finalize the project without this feature so that we’ve implemented it and you can learn how. Continue reading “Quick Send feature in Dynamics Marketing”