Discover New Ways to Engage with Customers with the latest Dynamics 365 Customer Insights Capabilities

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The Microsoft 2024 Wave 1 Release for Dynamics 365 Customer Insights-Journeys is currently in progress with tons of new features already available for use. To help you better understand how these capabilities work, we’ve put together a webinar highlighting the new features we think would be the most beneficial to your organization’s marketing initiatives. Check out the brief summary below for an idea of what you can learn from watching the webinar:

WATCH THE FULL DYNAMICS 365 CUSTOMER INSIGHTS-JOURNEYS WAVE 1 RELEASE WEBINAR

A faster way to view record interactions in the timeline

If you’ve ever tried to understand record interactions with your marketing content, then you’re well aware of the many steps it takes to figure it out. Previously, you’d have to browse record lists to see if your contact or lead interacted with the content. With this new update you’ll be able to see record engagement with your content directly in the contact or lead timeline and get a better grasp of the successes of your marketing initiatives.

How to streamline email communication from start to finish

This next new feature is something that will definitely ensure your contacts experience seamless communication. Previously, sending a series of messages involved building out the journey steps one at a time and defining an exit criteria trigger in your journey settings. Thanks to this recent addition, you can easily send out a series of email messages and state your exit criteria in one simple step – and we’ll show you how to set it all up.

Simplified form capture functionality

Form capture functionality is a great feature because it allows you to use forms on your website to bring information directly into your CRM. Now, instead of having to redesign and embed your form in Dynamics 365 Customer Insights-Journeys, your marketing team can quickly generate a simple code that maps to fields on your web form and connects maps them forms directly into your CRM. We’ll show you a step-by-step process of how it’s done.

WATCH THE FULL DYNAMICS 365 CUSTOMER INSIGHTS-JOURNEYS WAVE 1 RELEASE WEBINAR

Get the full details, including a live demo of each capability in action, by watching our full webinar. If you’re interested in implementing these new features in your business or would like to learn more about Dynamics 365 products, we’d be more than happy to help you out. Our Hypercare Support Packages always include the updates management to ensure our partners always taking advantage of the latest features and keep their workflows running at peak efficiency.

Get in touch today to learn more.

The post Discover New Ways to Engage with Customers with the latest Dynamics 365 Customer Insights Capabilities appeared first on CRM Software Blog | Dynamics 365.