With our expertise in the latest data management technologies, we can help businesses store, organize, and analyze their data in a centralized location, enabling them to make data-driven decisions and gain a competitive edge. Our DataVerse for Teams services also offer real-time collaboration features, allowing teams to work together seamlessly and share data securely across different departments and locations.

With our customized solutions, businesses can achieve faster time-to-value, improved data quality, and greater agility, enabling them to respond quickly to changing market conditions and customer needs.

Schedule Your Assessment Today

Schedule your assessment to learn more about Dataverse for Teams best practices.

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Microsoft evolves at a rapid pace. One day, you are leveraging 2016-on prem CRM and the next, you are on Power Platform with Citizen Developers and unable to control the chaos.  

The explosion of increased capabilities came in 2018 with Microsoft Power Platform and its family of products including: 

• Power Apps 
• Power Automate (formerly Microsoft Flow) 
• Power Virtual Agents  
• Microsoft Dataverse 
• And linking together of well-known tools: Power BI, Azure DevOps, among others.  

Power Platform Center for Excellence- A glimpse into the crystal ball

It is easy to get overwhelmed with the governance requirements for the Power Platform… there are security considerations, duplicative efforts, external factors such as government regulations, general user understanding, and more!  

Luckily, Microsoft realized their no-code/citizen developer framework, although groundbreaking, came with components IT teams required to keep the business teams afloat. They developed a Center of Excellence Framework and Toolkit.  

This blog will cover the features of the Power Platform Center of Excellence (CoE) Toolkit, adoption strategies, and considerations, as well as a forward look into what to consider next.  

Microsoft has a very robust tool available for managing Power Platform Apps; it is called the Power Platform CoE Starter Kit. In simple terms, it consolidates all apps, tables, resources, and builds from Makers into a single Admin visible app.  

The CoE Starter Kit is easy to install and Microsoft docs provides a good overview, summarized here- 

Confirm Identity  

To install the CoE Starter Kit, you will need to be a Power Platform Service Admin, Global Tenant Admin, or D365 Service Admin. Additionally, you will need to have a non-trial license for Power Apps and a Microsoft 365 license with email enabled. An additional bonus is having the Microsoft 365 audit log enabled.  

Communication Medium  

It is best practice to consider how communication regarding the Power Platform will be established.  

Netwoven recommends a SharePoint site for sharing information with various personas.  

The relevant areas to consider are- 

Admin Personas  

How will your Power Platform Admins communicate with each other? Is it real-time or async? Do they work off a queue inserted by Makers? Is there an approval queue prior to starting work? What does work-sizing look like? Sprint-based or more traditional in nature?  

Maker Personas

Makers are Citizen Developers who can generate a Power Platform component that automates their work or the work of others, resulting in increased productivity.  

What do Makers need? What licenses do they need to request? Is there an approval process for the additional permissions? How do they liaison with the admins? How do their Maker Apps get expanded and incorporated into the global environment? Must they follow best practices or are their low-code development standards different? How do other Makers ensure what they are building is not duplicative and how do they correspond with other Makers?  

User Personas  

Generic Users need to be able to leverage the apps granted to them. They are not making Apps for consumption.  

How do Users report defects or enhancements? What communication is sent to them regarding upcoming deployments or changes to their tools? What training content is available to them? 

Clearly, a lot of communication consideration is required. 

Environment 

The environment setup is easier than the previous thought experiment.  

A typical deployment for CoE leverages Production but there is an alternative option (Dataverse for Teams). This option usually comes down to Data Capacity, Telemetry, App type (Canvas vs Model-Driven), and ALM (Application Lifecycle Management). In our opinion, the Production deployment of CoE is more robust, but for organizations that have not fully embraced Microsoft Dataverse, the Teams option is a great alternative to get started.  

Once the type of deployment is determined, the setup is straightforward. You will create an environment, download the solution, and follow the wizard installation of the CoE Toolkit.  

Looking ahead… 

The Pandora’s box is open. Whether IT/Compliance teams like it, the business users are moving forward with low-code solutions to automate where possible and increase efficiency – at the end of the day, their jobs are on the line with the unprecedented times post-pandemic. Everyone is expected to do more, and everyone wants that extra hour to unwind rather than send emails or update your CRM.  

The challenge IT/Compliance will continue to face is how to regulate and restrict (where it is appropriate) the growing productivity-increasing applications.  

The beauty of Microsoft is that it can be all in one place so guiding business leaders to not ‘go rogue’ and embrace Microsoft product offerings will be a key challenge [anecdote: I recently heard of an organization where their Customer Service team wasn’t getting enough attention from IT so they ‘went rogue’ and configured a Salesforce solution with no call pop and no centralized data for their call center functions… a headache to unweave that could have easily been avoided with a combination of Model-Driven Apps and Canvas Apps.]  

The move to increased configuration based/low-code development will continue to rise. Satya Nadella, the CEO of Microsoft, is pushing heavily for a world where there is rapid innovation on a trusted platform. At the 2022 Microsoft Build conference, Nadella said:  

• Regarding Microsoft Dev Box, a cloud-based developer workstation: “we want to make it easy for [developers] to go from idea to code and code to cloud and cloud to the world”  
• Regarding Live Share, a preview feature in Microsoft Teams: “with Live Share, your apps can go beyond passive sharing so your end users can actively co-watch, co-create, [and] co-edit content together, making live meetings truly interactive”  

And these are just two sound bites of a much larger initiative… the Metaverse is also an item to consider on the horizon…  

Netwoven’s Extended CoE offering… 

“How do I get started and how do I keep up?” you may ask. Netwoven has established repeatable templates for 6-to-12-week engagements to help you: 

• Review current state landscape and apps 
• Define the desired state  
• Install CoE starter kit  
• Workshop Innovation ideas – gathering and soliciting feedback to generate the first run of ideas in the Innovation Backlog  
• Content Creation regarding best practices 
• Customized SharePoint site(s) for sharing information with new employees, new Makers, and end users  

We hope you found this blog useful in learning the history of Power Platform COE, its powerful features, and the ways in which it can transform your organization.  Please reach out to us so that we can put our decades of experience and expertise in Power Platform and Microsoft technologies to help you in your organization’s Digital Transformation journey. 

The post The History of Power Platform Center of Excellence & A Glimpse into The Future appeared first on Netwoven.

The Dynamics 365 and industry clouds release plan for the 2022 release wave 2 describes new features releasing from October 2022 through March 2023. The 2022 release wave 2 for Dynamics 365 and industry clouds brings new innovations that provide you significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Intelligent Order Management, Project Operations, Human Resources, Commerce, Fraud Protection, Business Central, Connected Spaces, Guides, Customer Insights, and Microsoft Cloud for Healthcare, Financial Services, Nonprofit, Sustainability, and Retail (Download the release plan document as a PDF file.)

List of features 

Model-Driven Apps 

1. Work on related records in multi-entity forms 
2. Improved record link copying 
3. Power BI quick reports in model-driven apps 
4. Modern advanced find enabled by default 
5. View colleagues’ presence 
6. Use Teams chat in apps 

Work on related records in multi-entity forms 

Multi-entity forms allow model-driven app forms to be rendered on another form so users can work on related records in these form components without navigating away from the main record. Microsoft shows an example of a contact form rendered within the main account form in its release plans. (Public preview from August. General Availability from October) 

Improved record link copying

A new share button allowing users to copy record links and quickly email these will be auto enabled across all records. (Early access from August) 

Power BI quick reports in model-driven apps 

Prior to this release wave, Microsoft has brought forward the general availability of Power BI quick reports. Using quick reports, Dynamics 365 and other model-driven app users can create interactive reports in a single click from a list view to easily explore data on grids without the effort of creating a Power BI report from scratch. You can enable this feature from the app setting. 

It will be enabled in Power Apps as shown below: 

Clicking it will open the Power BI dashboard: 

Change filters and apply any conditions and based on the same, chats will be on display (as below): 

Modern advanced find enabled by default 

The modern advanced find experience was introduced in the 2022 Release Wave 1, featuring new controls to run queries and manage personalised views. By default, modern advanced find is enabled in the upcoming release wave to replace the legacy experience. 

View colleagues’ presence

By default, user profile photos will be displayed in the online presence for record owner fields, and all grids where usernames are displayed. (Public preview from August 2022;  General Availability from October 2022) 

Use Teams chat in apps

Recent releases have added embedded Teams chat to Dynamics 365 apps enabling users to start chats without needing to navigate away from the Dynamics interface. This functionality will also be available for all model-driven apps in the upcoming wave. (Public preview from October 2022; General Availability from March 2023) 

Dynamics 365 Sales 

1. Deal Room Teams dashboard 
2. Sharing records in emails & chats 
3. Sales Accelerator Updates 
4. Teams collab spaces around sales processes 
5. Seller Dashboard 
6. Track linked Teams chat as activities in the timeline 

Deal Room Teams dashboard 

A new deal room dashboard in Microsoft Teams provides a single pane of customer insights, activity coordination, and activity recommendations for specific deals. 
Using this collaboration spaces dashboard, everyone working on a deal can check the activity, featuring the latest account and opportunity information, access associated documents, check intelligent insights about the relationship health, and see the next best actions. (Public preview from November 2022; General Availability from March 2023) 

Sharing records in emails & chats 

Release Wave 2 includes a series of updates to share records and surface CRM data in Outlook emails and Teams chats. 

Use @mention to insert Dynamics 365 data in emails and chats the same way you insert people references. Use @mention to search and insert sales data into Outlook emails and Teams conversations. (Public preview from November. General Availability from February 2023) 

Insert Dynamics 365 records into Outlook emails as information cards that display preview information in the email body. Using the messaging extensions add-on for Outlook, users can insert adaptive cards for desktop and web access emails to let recipients view the summary detail within the message. (Public preview from October) 

Securely collaborate on live data in chats and emails by typing @dynamics to add records as info cards and take quick action on these within these communications. (Public preview from November) 

Preview shared records when pasting URLs enabling recipients to access summary information about records within the chat or email content without needing to install any messaging extensions. (Public preview from November) 

Sales Accelerator Updates

The Sales accelerator platform was recently extended to Sales Enterprise customers to support sales teams and streamline workflows. In 2022 Release Wave 2, updates to the accelerator include. 

New sequence designer – to provide a consistent design experience across D365 Marketing real-time journeys and D365 Sales sequences. (Early access from August) 

Guide sellers to work simultaneously – allowing multiple sellers to work on different sequences for a specific record simultaneously and use segments to define rules that connect sequences to sellers. (General Availability from November) 

Enable sellers to create sequences – removing the current restriction where only managers and administrators can add or update sequences. (General Availability from January) 

Teams collab spaces around sales processes 

Teams collab spaces around sales processes 
Collaboration spaces in Teams are an organised workspace created by Dynamics templates to support effective collaboration in Teams. This initial preview release will include scenario-based templates and customisable triggers to control the channel and folder structure to consistently organise this information across Teams. (Public preview from November 2022; General Availability from March 2023) 

Seller Dashboard

Using a new seller dashboard, sellers can better track their daily progress and access insights based on the activities across their contacts, accounts, leads and opportunities. (Public preview from October 2022; General Availability from December 2022) 

Track linked Teams chat as activities in the timeline

Team’s chats associated with a particular record can be linked as activities that appear in the timeline. With each chat connected as an activity entry in the timeline, recent chat events, such as new conversations or uploading documents, are easily discovered. (General Availability from October 2022)

Additional Power Platform Updates in 2022 Release Wave 2 

New grid controls

In the previous release wave, a new model-driven app grid control entered public preview featuring infinite scrolling and inline editing within views and sub-grids. A date for general availability has yet to be announced, but Microsoft is adding more grid control capabilities to the preview. 

• Nested grids to see related records by expanding rows 
• Grouping data based on grid columns to expand and collapse 
• Aggregating data on numerical grid columns to see averages, totals, minimum/maximum values 

Create & join Teams meetings in-app or from appointments

The ability to create and join Teams meetings from appointment records was recently added to Dynamics 365 Sales. In the 2022 Release Wave 2, this will be available for all model-driven app users. (Early access from August 2022) 

Manage business units & teams in the Power Platform admin Broyles

To manage business units and Dataverse teams, reliance on the legacy web client is finally being replaced by a new experience within the Power Platform admin center. (Public preview from October 2022) 

Sequential approvals in Power Automate

There is often a need for complex approval processes where multiple individuals must grant approval at various stages. Power Automate will now enable multiple levels/stages to be defined within an approval flow to advance requests through this chain unless an individual rejects the flow at any stage. (General availability from October 2022) 

Connect to external data from Dataverse

Virtual tables have been around for a while but are complex to set up. In Release Wave 2, Microsoft says it will introduce new capabilities to create tables in Dataverse that use simple connections to find and interact with external data. The release plans cite examples of Dataverse tables using data from an Excel workbook in OneDrive or SQL Server in Azure. (Public preview from December 2022; General Availability from March 2023) 

Virtual tables between Dataverse instances

For organisations with multiple environments, this update will enable users to create a virtual table in one Dataverse environment and provide access to this data across other instances without duplication. (Public preview from January 2023) 

Modern security role editor experience

A new experience will be provided in the Power Platform admin centre to manage security roles and privileges. (Public preview from October 2022) 

Enable Power Fix in Dataverse business rules

Power Fix is the low-code language for the Microsoft Power Platform. This will provide a new low-code solution to enable business rules beyond basic conditions, without the complexity of rules that require custom development. (Public preview from September. General availability from November 2022) 

Power BI Mobile Visual Formatting

General availability of mobile visual reporting for Power BI will provide more flexibility and extra options to design reports optimised for mobile devices, making the visual format pane available in the mobile layout view. (General availability from October 2022) 

Power Pages

Microsoft Power Pages was recently announced as a new pillar of the Power Platform, an enterprise-grade, low-code solution to create, host and administer portals. This provides a new design and design templates to deploy process-driven websites. Eventually, Power Apps Portals will move to this new design experience. 

Microsoft has not yet confirmed when Power Pages will reach general availability, but during this release wave, it will release new site templates to handle processes for employee onboarding and permit applications. 

We hope you found this blog useful in understanding the features and capabilities of Microsoft Dynamics 365 2022 Release Wave 2. Please reach out to us so that we can put our decades of experience and expertise in Microsoft technologies and Dynamics 365 to help you in your organization’s Digital Transformation journey.  

The post A comprehensive Overview of Microsoft Dynamics 365 2022 Release Wave 2 appeared first on Netwoven.

One of the hardest aspects of establishing a Center of Excellence is reinforcement. This article talks primarily about Organizational Change Management (OCM) regarding Microsoft Center of Excellence on the Power Platform but applies genuinely to any Center of Excellence (methodology rollouts, process changes, new policies and procedures, new applications, etc.).  

Change is good 

Humans go through change at various speeds, shifting through various phases. Prosci has a well-established definition for the phases an individual or group of individuals go through during a change. The simple acronym is ADKAR – Awareness, Desire, Knowledge, Ability, Reinforcement. It is proven that the change being implemented has the highest ROI when most individuals are in the Ability phase.  

Image: ADKAR definition from www.prosci.com  

Microsoft Power Platform Center of Excellence 

Let us walk through a concrete example for the Microsoft Power Platform Center of Excellence. Your organization realizes the need for a centralized way to organize Apps, Flows, and Processes, and communicate to and with Makers and End Users.  

Image: what is the dataverse? https://docs.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-intro  

Step 1:

Self-organization– Admin group managing the Power Platform identifies areas that would benefit from change. Common examples are when End Users ask for the same automated process and they are not aware of the App a Maker has made. This is a wasted effort for the Users, the Makers, and the admin group as well.  

Step 2:

Brainstorming and To-Be mapping are the next steps for any Center of Excellence. For Power Platform CoE, install the CoE starter kit, establish the Innovation Backlog and start to populate it, brainstorm Application Lifecycle Management, use of Azure DevOps vs help-desk tickets, centralized deployment schedule, coding standards such as error handling, required data restrictions or security considerations, licensing assignments and user departure processes (this is critical for user owned apps). What is the plan for release notes, feedback loops, patches, and updates? Consolidating the ‘new way’ might take some cycles, poking holes, and determining gaps.  

Step 3:

Roll out the change strategy. Most organizations get to this point and establish some FAQs, or create a Team Site, or a SharePoint page with the latest updates. All of these are important, should be foundational, and required. On top of this, the Admins in the COE group need to remember that Developers (not in the CoE Tiger Team), Makers, and End Users will all go through changing to this new paradigm at different speeds. List out the personas and map them through a journey. Communicate to them in their language and direct them to the collateral established (such as the SharePoint page or FAQs).  

Example: 

• End Users: Mostly business users who are not keeping up with the latest Microsoft build information.
  • Does not stay current with terminology such as “Power Platform,” “Dataverse,” or “Dynamics / D365” 
  • Leverages full Microsoft suite such as Office, SharePoint, Excel/Word, Teams, D365 Customer Engagement, and D365 Finance 
  • Gets frustrated when new builds are released without training or support since they are expected to not lose productivity 

• Makers: Business users or low-code developers who understand the Microsoft landscape and want to contribute apps to their teams, departments, or organizational units.
  • High achieving asset to the organization interested in solving repetitive tasks with simple automation 
  • Probably has poked around and created Apps IT does not know about  
  • Probably has a license (or two or three) that IT does not know about (such as LucidChart instead of Visio) 
  • They are typically well-liked since they help others with their automation needs – they are the productivity savers  

• Developers: Primarily in IT focused on custom application development such as integrations.
  • Has too much on their plate with continuous Microsoft releases and product updates as well as inbound support tickets, new development tasks, and keeping the technical operations of the organization afloat. 
  • Has some historical baggage of ‘What’s always happened’, especially regarding access and permissions. 
  • Might have some concerns regarding the direction of Microsoft and Makers – is my role becoming more irrelevant with increasingly low-code solutions?  

As you can see, there are 3 very distinct, quite different personas to communicate with and help get through the change a CoE can bring. Your messaging and content should be tailored to the appropriate audience persona. And remember, more communication is better than less.  

Lastly, think about communication senders… the sad truth is that many organizations have the culture of ignoring the IT All-Company Email. Avoid that by having VP Business sponsors for your CoE. Ask them to help push your messaging. 

We hope you found this blog useful in learning about the easy tools available for your Power Platform Center of Excellence (CoE) deployment. Please reach out to us so that we can put our decades of Power Platform and Organizational Change Management experience to work for your organization’s Digital Transformation journey. 

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The myriad benefits of the Microsoft Dynamics 365 suite of tools are well known. What started as a simple database solution less than one and half decades ago has become one of the most compelling and widely used Customer Relationship Management systems available to organizations today.

Microsoft Dynamics 365 – Introducing Sales App

Residing near the pinnacle of Microsoft Dynamics 365 is the platform dedicated to sales productivity. Like other Microsoft Dynamics offerings, the platform is built upon an open database architecture from Microsoft known as the Dataverse. Microsoft Dynamics 365 for Sales leverages this cross-platform power to take common data sets and share them effortlessly across multiple applications.

Further, the Dynamics Sales app allows easy and seamless integration between sales and other Dynamics applications, as well as outside third-party systems. This web-based application can be accessed through various supported web browsers, and you can also deploy native applications on mobile devices using iOS and Android operating systems.

The above image of the browser-access version shows how well organized and intuitive the users will find the Dynamics 365 Sales app dashboard. On the left side of the screen, you will be able to access what we call Tables or specific types of information. Each icon allows you to browse a list of rows that represent that type of record. For example, a click of the Accounts icon generates a complete list of accounts, along with a robust filtering scheme that allows you to view only the information and accounts that are relevant to your role.

Once you click on a row, you are presented with a Form (refer: image above) that is designed to show a 360-degree view of everything you need to know about this particular record in the database. The Form presents information in what are known as Sections, or Groups of fields, and Tabs, which segregate those sections on a different page entirely.

On some Forms, you might find what are known as Subgrids, which are embedded lists that show important information related to the current record. You can continue to apply filters and tabs to create a truly customized result.

Here are some of our favorite attributes of Microsoft Dynamics Sales app:

Visually Intuitive: One huge benefit of the dashboards within the Dynamics 365 Sales app is that they can provide visual representations of information in the context that’s vital to you. For instance, in the image above, you can see a financial summarization of your open opportunities categorized by the stage of the opportunity.

Multiple Views: Additionally, dashboards can show up to six different types of information all at once, without the need to click at all. Instantly, you can view critical information (refer image above) about leads opportunities contacts, and accounts.

Interactivity: You can select any dashboard component, and drill down on a specific field to reveal a breakdown of information based on that field.

Native Excel Integration: From any view in the system, you can just click ‘Export to Excel’ and then choose open in Excel Online. You’re then presented with the set of data you were viewing in Dynamics, but in an online Excel spreadsheet, which you can then manipulate as you wish. Once you are done with the changes, you simply click save, and all the changes you made will be imported into the system. Once you refresh the screen, you will see the changes that you made. This ability to quickly change sets of data without opening each record can be a real timesaver.

The heart and soul of the Dynamics 365 Sales app are the four main top-level categories —

• Accounts: These are essentially organizations of any kind. They most often represent customers, but they can also be used to track vendors or partners or any other type of organization you interact with and which deserve a place in your database. The way in which you can make the distinction between these types of organizations is through a field like ‘Organization type,’ allowing you to easily segment these types of organizations using views.
• Contacts: Simply put, these are people. In many cases, there may be customers or other people that you interact with, or they may or may not be directly related to your list of accounts. There are several ways in which context can be related to accounts – a key concept that cements Dynamics 365’s standing as a true relational database.
• Leads: You can store unqualified potential companies and people that you may or may not do business with. In MS Dynamics for Sales, the lead category is designed as more of a standalone table. One extremely efficient feature allows you, with a single click, to qualify the lead. This instantaneously creates three rich sets of data that promotes the lead to opportunity status.
• Opportunities: These differ from the lead category in a few important ways. First, it represents the next stage in the so-called Business Process Flow (after you click ‘Qualify’ in the previous stage). Secondly, the opportunity allows you to manage your data by two quite important factors for sales reps: time and money. It is here that you can seamlessly develop collateral entities such as quotes, orders, and invoices.

In short, Dynamics 365 Sales app will help you unlock new levels of efficiency, integration, and cross-departmental collaboration. Please reach out to us so that we can put our years of Microsoft 365 experience to work for your organization’s Digital Transformation.

The post Supercharge Your Deals with Microsoft Dynamics 365 Sales appeared first on Netwoven.

You may have heard of something called the ‘Metaverse,’ which is an effort by technologists to bring social media, online gaming, and other digital properties under a unified AR/VR world.

Now, efforts are underway to do the same thing with your corporate data– the creation of a ‘Dataverse,’ where you’ll be able to collect, manage, and aggregate data into a shared set of info about your customers, constituents, and organizations with which you interact. The goal is to make it actionable for smarter lead generation, opportunity nurturing, and higher closing rates.

Welcome to Microsoft Dynamics 365 Marketing, a modern Marketing platform that leverages the Dataverse to help companies more effectively take their customers on a Marketing journey. It’s the brain behind rich sets of communications and interactions that provide incentives to work with your organization.

Though it shares some similarities with Microsoft Dynamics 365 for Sales and Customer Service, the Marketing variety has become a necessity to help companies compete in today’s marketplace. That’s because it can help automate communications along the customer journey to enhance customer service, nurture the customer and constituent base, and ultimately turn clients into repeat clients.

Your Marketing and sales teams will appreciate the way it handles data collected along this journey – Microsoft Dynamics 365 Marketing tracks and pushes activity data back into your customer relationship management system, so you can monitor the effectiveness of your digital campaigns and other events.

Here are the specific features bundled into the Microsoft Dynamics 365 Marketing platform:

• Segments and customer journey – Create dynamic lists of prospects and customers, using criteria that you set, to automatically manage the communications that are delivered, based on their level of engagement. Commonly referred to as ‘drip campaigns,’ these communications do the heavy lifting of incubating leads and driving traffic where you want it to go.
• Event Management – Microsoft Dynamics 365 Marketing allows for the building of registration portals, so you can drive people to your events. On the back end, the system provides a rich set of features to manage the event itself- with scheduling, multiple sessions and agenda planning, speakers, and venue-logistics management. Analytics are provided in real-time as registrations arrive from the portal signup pages for the event.
• Internet Marketing Assets – Track as many Marketing websites, landing pages, and forms as needed to guide, capture and track visitors to these assets. When a form is populated and submitted, a lead is automatically generated in Microsoft Dynamics 365 Sales. Forms can also be used to create custom entity records for just about any use case scenario imaginable. Dynamics Marketing features dozens of rich, responsive-designed email templates that allow non-technical users to quickly design and launch email campaigns. There are templates for every aspect of the customer journey, so you can launch your campaign quickly and with minimal technical knowledge. You can even personalize landing pages so that they appear to be generated for an individual contact.
• Algorithms and Analytics – Microsoft Dynamics 365 Marketing allows you to quantify and score leads by demographics, firmographics, and behaviors. You can even define custom conditions, and then assign actions to those conditions. The scoring data can then be used by business decision-makers to make important Marketing decisions.

A typical customer journey consists of the following steps:

• Triggers– in the example (refer to image above), we have chosen to include a specific segment. This segment, which is dynamic, will be automatically populated whenever someone is added to the database that meets the criteria, which in this case is any contact with a household income over $125,000 in the state of Georgia.

• Outbound email – The system sends an invitation to a fundraising event that is coming up in about a month. Any interaction at this point determines the appropriate path in the customer journey.

• Follow-up – Here, the system is set to follow up in one day – sending a thank you for registration if one is made, or an incentive if no action has been taken.

• Analytics – With one of the more powerful aspects of Microsoft Dynamics 365 Marketing, you can set up dashboards to visualize the progress of your campaign.

• Microsoft Power BI integration – Because Microsoft Dynamics 365 Marketing is part of the Dataverse, the very popular Power BI reporting platform can not only use the data as a reportable data source but Power BI Dashboards and Tiles can be embedded directly in the Marketing App. In the example, we see a map displaying our Atlanta Marketing list in the context of household income, which is the basis for our customer journey for the fundraising event shown earlier.

• Individual custom data – Click into each contact to view a timeline of the interactions taken by the prospective customer since the email was sent.

In short, Microsoft Dynamics 365 Marketing can help you punch your ticket to the Dataverse, providing a world-class solution for modern Marketing teams that are looking for tight integration with other Microsoft Dynamics 365 Customer Engagement applications.

Can we put our years of Microsoft 365 experience to work for your organization? Please reach out.

The post The ‘Dataverse’ Is Here: Take Advantage with Microsoft Dynamics 365 Marketing appeared first on Netwoven.