The newsletter is back this week after several weeks off while I moved house and took some trips away to relax. It was good to step back from work, and even better, now I get to work from my new home office! Looks like quite a few others were on leave with not too many articles and blog posts missed. Let’s get caught up!
As always, if you spot anything you think would be worth a mention, just let me know by sending a message via the online contact form using the navigation link above. Always good to know of others posting about D365 Marketing or if you see anything else other marketers should know about.
Now let’s get on with the newsletter!
D365 Marketing
Features Added to Wave 2 Release Plan
This will always happen, things change after the Wave 1 or Wave 2 Release notes come out. This page on the Microsoft documentation shows several new items that have been added (more on this in an article further in the newsletter), or sadly removed, or the dates were changed. Be sure to check it out!
Browse and Search Segment Membership in Customer Insights - Journeys
I am constantly impressed and amazed by others in the community, especially my good friend Amey Holden. She’s yet again come up with a brilliant solution for something often asked about. The ability to browse and search segment membership to verify queries and check that expected contacts or leads are the in the segment. This is a bit more advanced, but if you are up for a challenge and enjoy Custom Pages (smaller Canvas Apps) this might be for you!
What happens to the consent when an email is changed in Customer Insights?
Have you ever thought about what happens to the consent or unsubscribe status when an email address changes? Does the consent stay valid, or should you ask for consent again for the new email? Pauline looks at two options you could use for managing this situation. Definitely one to check out!
August update of release planner for Customer Insights – Journeys
As mentioned in the first article, Microsoft often adds or updates features to the wave releases after the initial announcement. Malin has put together a list of the August updates in the release planner (another good tool to be using!) for Customer Insights – Journeys. Make sure you review it to see screenshots of some of the features coming our way!
Email Testing... 1..2..3..
Renée focuses on the reasons why you should, and how you can, do email testing. There are several aspects for testing in order to make sure the email envelope, email content, accessibility and your personalisations are all ready to go. Some fantastic tips and suggestions in this one!
The Art of Customer Insights with Pauline Kolde
CRM Rocks was one of the first podcasts I was ever on. It’s hosted by Markus Erlandsson who is more recently joined by Malin Martnes on the episodes. In this one, Pauline Kolde is the guest where she chats with them about Customer Insights, how she got started and her journey so far in this space.
Other Content
Meet my research team: Gemini, ChatGPT and Perplexity
I’m not the biggest fan of Microsoft Copilot, but I do use ChatGPT pretty much daily to help me out with tasks and double check things. In this post from Anita Brearton, we can learn how to turn to AI helpers as the first step in performing lengthy and previously manual research tsks. There is definitely benefit to these tools to cut down on research time and assist us. She provides some helpful tips on generating good queries and how to use them to get the most out of your results.
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