Customer Engagement & Dynamics CRM Forum

Hello everyone,

I recently joined a company that currently does not have a CRM; as such, we are looking to use Dynamics 365 / Marketing for the client contact, management, and marketing.  I have access to a trial but I am struggling to find a way to set up a contact on an automated follow-up (such as quarterly, semi-annual, etc).  This is the primary feature we are looking for and a representative suggested I use Dynamics Marketing to do this (rather than Dynamics Sales).

Does Marketing have this capability, and where/how do I find this?  

Thanks in advance.

Kind regards,

JY

Hello everyone,

I recently joined a company that currently does not have a CRM; as such, we are looking to use Dynamics 365 / Marketing for the client contact, management, and marketing.  I have access to a trial but I am struggling to find a way to set up a contact on an automated follow-up (such as quarterly, semi-annual, etc).  This is the primary feature we are looking for and a representative suggested I use Dynamics Marketing to do this (rather than Dynamics Sales).

Does Marketing have this capability, and where/how do I find this?  

Thanks in advance.

Kind regards,

JY

Hello everyone,

I recently joined a company that currently does not have a CRM; as such, we are looking to use Dynamics 365 / Marketing for the client contact, management, and marketing.  I have access to a trial but I am struggling to find a way to set up a contact on an automated follow-up (such as quarterly, semi-annual, etc).  This is the primary feature we are looking for and a representative suggested I use Dynamics Marketing to do this (rather than Dynamics Sales).

Does Marketing have this capability, and where/how do I find this?  

Thanks in advance.

Kind regards,

JY

• Create columns on the Contact table to control when emails should be sent out: 
  • Frequency of Follow-Up (in months) - e.g. 3, 6, 12, etc.
  • Last Follow-Up Date
  • Next Follow-Up Date - calculated column defined as ADDMONTHS(LastFollowUpDate, Frequency)

• Define a segment that Next Follow-Up Date is within the next x amount of time (e.g. Within the next month)
  • A segment template exists for "Birthday within the next 5 days"; this is very similar 
  • 
• Create a Customer Journey targeting this segment to send a Marketing Email
• Then trigger a workflow that sets the Last Follow-Up Date as the current date.
  • Since Next Follow-Up Date is calculated, it will automatically update. 

• Set trigger as a recurrence - e.g. every 1 week
• List Contact Rows where Next Follow-Up Date is within the next 7 days
• Apply to Each:
  
  • Send an email using an unbound action such as "SendEmailFromTemplate" or "SendTemplate"
  • To do this, you'll want to define an email template for contact communication, and this can reference dynamic content from the Contact row itself to personalize the email. This email will be a standard D365 email that has no licensing implications and is outside the scope of Marketing quotas.  

Hello everyone,

I recently joined a company that currently does not have a CRM; as such, we are looking to use Dynamics 365 / Marketing for the client contact, management, and marketing.  I have access to a trial but I am struggling to find a way to set up a contact on an automated follow-up (such as quarterly, semi-annual, etc).  This is the primary feature we are looking for and a representative suggested I use Dynamics Marketing to do this (rather than Dynamics Sales).

Does Marketing have this capability, and where/how do I find this?  

Thanks in advance.

Kind regards,

JY

Hi Chad,
Thank you for this - however, I am not looking to schedule emails per se, rather I want to be able to schedule an automatic reminder to follow up with a client at a preset time frame (months - 3,6, etc).  The MS rep I spoke with said Dynamics Marketing can be used for this.  I cannot figure out a way to do this, even with your example - I do not see where I would add/edit a column for frequency follow-up (see attached screenshot).  

This is less intuitive than I had hoped.  

Cheers,

Jennifer

• Create columns on the Contact table to control when emails should be sent out: 
  • Frequency of Follow-Up (in months) - e.g. 3, 6, 12, etc.
  • Last Follow-Up Date
  • Next Follow-Up Date - calculated column defined as ADDMONTHS(LastFollowUpDate, Frequency)

• Define a segment that Next Follow-Up Date is within the next x amount of time (e.g. Within the next month)
  • A segment template exists for "Birthday within the next 5 days"; this is very similar 
  • 
• Create a Customer Journey targeting this segment to send a Marketing Email
• Then trigger a workflow that sets the Last Follow-Up Date as the current date.
  • Since Next Follow-Up Date is calculated, it will automatically update. 

• Set trigger as a recurrence - e.g. every 1 week
• List Contact Rows where Next Follow-Up Date is within the next 7 days
• Apply to Each:
  
  • Send an email using an unbound action such as "SendEmailFromTemplate" or "SendTemplate"
  • To do this, you'll want to define an email template for contact communication, and this can reference dynamic content from the Contact row itself to personalize the email. This email will be a standard D365 email that has no licensing implications and is outside the scope of Marketing quotas.  

Hello everyone,

I recently joined a company that currently does not have a CRM; as such, we are looking to use Dynamics 365 / Marketing for the client contact, management, and marketing.  I have access to a trial but I am struggling to find a way to set up a contact on an automated follow-up (such as quarterly, semi-annual, etc).  This is the primary feature we are looking for and a representative suggested I use Dynamics Marketing to do this (rather than Dynamics Sales).

Does Marketing have this capability, and where/how do I find this?  

Thanks in advance.

Kind regards,

JY

Hi Chad,
Thank you for this - however, I am not looking to schedule emails per se, rather I want to be able to schedule an automatic reminder to follow up with a client at a preset time frame (months - 3,6, etc).  The MS rep I spoke with said Dynamics Marketing can be used for this.  I cannot figure out a way to do this, even with your example - I do not see where I would add/edit a column for frequency follow-up (see attached screenshot).  

This is less intuitive than I had hoped.  

Cheers,

Jennifer

• Create columns on the Contact table to control when emails should be sent out: 
  • Frequency of Follow-Up (in months) - e.g. 3, 6, 12, etc.
  • Last Follow-Up Date
  • Next Follow-Up Date - calculated column defined as ADDMONTHS(LastFollowUpDate, Frequency)

• Define a segment that Next Follow-Up Date is within the next x amount of time (e.g. Within the next month)
  • A segment template exists for "Birthday within the next 5 days"; this is very similar 
  • 
• Create a Customer Journey targeting this segment to send a Marketing Email
• Then trigger a workflow that sets the Last Follow-Up Date as the current date.
  • Since Next Follow-Up Date is calculated, it will automatically update. 

• Set trigger as a recurrence - e.g. every 1 week
• List Contact Rows where Next Follow-Up Date is within the next 7 days
• Apply to Each:
  
  • Send an email using an unbound action such as "SendEmailFromTemplate" or "SendTemplate"
  • To do this, you'll want to define an email template for contact communication, and this can reference dynamic content from the Contact row itself to personalize the email. This email will be a standard D365 email that has no licensing implications and is outside the scope of Marketing quotas.  

Hello everyone,

I recently joined a company that currently does not have a CRM; as such, we are looking to use Dynamics 365 / Marketing for the client contact, management, and marketing.  I have access to a trial but I am struggling to find a way to set up a contact on an automated follow-up (such as quarterly, semi-annual, etc).  This is the primary feature we are looking for and a representative suggested I use Dynamics Marketing to do this (rather than Dynamics Sales).

Does Marketing have this capability, and where/how do I find this?  

Thanks in advance.

Kind regards,

JY

Hello everyone,

I recently joined a company that currently does not have a CRM; as such, we are looking to use Dynamics 365 / Marketing for the client contact, management, and marketing.  I have access to a trial but I am struggling to find a way to set up a contact on an automated follow-up (such as quarterly, semi-annual, etc).  This is the primary feature we are looking for and a representative suggested I use Dynamics Marketing to do this (rather than Dynamics Sales).

Does Marketing have this capability, and where/how do I find this?  

Thanks in advance.

Kind regards,

JY