Category: CRM



In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Marketing. Dynamics 365 Marketing enables deep 1:1 personalization in your customer engagement initiatives by seamlessly augmenting your CRM data with rich customer profiles and segments from Dynamics 365 Customer Insights. You can now personalize event-driven customer journeys based on these profiles and segments and delight your customers with every message and every engagement. Feature details:
– Use segments for fine-grained targeting in event-driven customer journeys, whether the journeys are triggered by an event or a preset schedule.
– Eliminate tone-deaf communication by using segments to exclude certain customers from entering the journey or suppress messages to customers already in a journey. For instance, when a customer is a loyalty program member and has an active support issue, you can suppress promotional content.
– Branch or fork journeys by defining conditions that are based on customer profile attributes (such as lifetime spend or last purchase date) or segments (such as loyalty).
– Strike a deeper connection with your customers by personalizing your messages with customer profile attributes. Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW1/Marketing Product updates
Stay up to date on latest product updates: https://aka.ms/Updates/Marketing Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/Marketing Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/Marketing Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/Marketing User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/Marketing Upcoming events
Find and register for in person and online events: https://aka.ms/Events/Marketing Product trials
Get started with Dynamics 365: https://aka.ms/Trials/Marketing Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #Microsoft #MSFTDyn365 https://www.youtube.com/watch?v=0S87lEXk20A



Get an overview of how Microsoft Dynamics 365 Project Operations unifies business processes across the project lifecycle, learn what’s coming in future releases, and see the tool in action. Learn more: https://dynamics.microsoft.com/en-us/project-operations/overview/ Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #MSFTDyn365 https://www.youtube.com/watch?v=V_Hdf8azqUE



A recent episode of the podcast looked at changing trends in the Dynamics 365 Business Central community, including some of the risks customers face when deploying the software in a fixed fee model. For another perspective on the topic of fixed fee and the broader outlook on Business Central deployments, we spoke with Robert Jolliffe, founder of Microsoft partner Sabre Limited, to discuss his firm's evolution in delivering ERP projects. Jolliffe explains that while fixed fee ERP projects can be fraught with danger for both the consulting firm and the customer, they can also work well when designed to play to a partners' expertise and matched to the right type of customers. In the Microsoft channel, partners with strong industry expertise can make the best case for fixed fee, Jolliffe believes, by relying on their knowledge and experience to shape projects that avoid typical pitfalls. Fixed fee does not have to mean low cost, and it doesn't necessarily mean a rapid deployment. But new engagement models can help Microsoft partners differentiate themselves, and Jolliffe talks about how this approach informs not only deployment of an ERP solution like Dynamics 365 Business Central, but also the support, training, and other activities. Jolliffe also discusses how his firm arrived at its current model, including the importance of learning from other VARs in the Microsoft channel and leaning on his pre-Microsoft ERP experiences. We also talk about the technology that is shaping his firm's work, the challenges of re-branding, and still feeling like a relative newcomer in the BC and NAV channel after nearly a decade. Show Notes: 2:00 – Rob's career history in engineering and ERP, including entering the Microsoft channel 6:00 – What it was like entering the Microsoft channel with NAV in 2012, including the growing pains and path toward repeatability 11:30 – The debate over if and how fixed fee BC deployments can work 16:00 – The dangers of a basic fixed fee approach to ERP when an organization has specific industry needs 20:45 – The balance of sales velocity and delivery quality 25:00 – How Sabre's model has evolved, including what Rob has learned from other partners 28:30 – More on transitioning a business model form hourly to fixed fee 33:30 – Other important cloud tech for manufacturers 41:30 – Rob shares a branding anecdote https://www.youtube.com/watch?v=oMZNQy7wCik