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Extensibility in Microsoft Dynamics 365 for Marketing

Discover the extensible platform of Microsoft Dynamics 365 for Marketing and learn how to leverage its toolset for multi-channel campaigns, lead nurturing, event management, reporting, and more. Create custom entities, templates, and channels to build connected journeys, integrate with external services, and enhance your marketing capabilities. Join the Dynamics 365 for Marketing community for support, resources, and expertise.

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Extensibility in Microsoft Dynamics 365 for Marketing

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  1. Microsoft Dynamics 365 for Marketing: An extensible platform Shailesh Jain BRK2480

  2. Agenda Feature Summary Extensibility Toolset Scenarios built on extensibility Q&A

  3. Microsoft Dynamics 365  for Marketing Multi-channel Campaigns Lead Nurturing Embedded Intelligence Feature Summary Event Management Reporting

  4. Extensibility Toolset

  5. Extensibility Toolset Templates Business Process Custom Channels • Add your own templates – content as well as campaigns • ISVs can deliver industry specific bundles via appsource • Build business process cross leveraging business apps • Microsoft Flow & Microsoft Office tools can be used for lightweight to complex customizations • Add new channels to campaign orchestrations that look and feel “native” • Seamless experience for users on designer, insights Custom Reporting Customizations Integrated orchestration • Pull in marketing data into Blob store • Build reports on top of the data store • Invoke D365 workflows from within the campaign orchestration • Build segment off any step to build connected journeys • Add custom entities, custom relationships to data model • Leverage in content, segmentation

  6. Email Templates – the easy way Define new templates Just paste in any HTML you like, no imports Build templates reusing our existing out of the box ones Define metavariables Variables end user can easily change in the block editor

  7. Email Templates – Dynamic content Content settings for 1-click variations Use relationships and custom entities Handlebar syntax Allow HTML editing for tech users

  8. Extensibility - Marketing pages and forms D365 Portal extensibility Host D365 forms on your CMS Full Javascript support Content Templates

  9. Integrated Orchestration Create activities (Task, Phone Call etc) at any step Invoke workflow on the contact at any step Trigger campaigns off updates to record (creation, deletion etc) Suppression segment Segment at/off any step

  10. Leveraging extensibility for business scenarios

  11. Custom Channel Admin Partner Marketer Partner builds the app Admin deploys the app Use it like any other “native” channel – design time, or insights Purchase – Deploy – self serve experience Can use custom tile as additional channel on journeys Implements solution to use 3rd party services as marketing channel Configure custom channel for usage Create content, Set triggers Publishes on appsource Make channel available on the org for marketers See insights for this custom channel Publish customer specific service health & usage Monitor service health & quota Your App Expect “do not contact” flag to be respected

  12. Custom Analytics Preview Bring your Azure Blob Storage Configure marketing app to connect it to data storage Build PowerBI reports using Common data model (CDM) Embed dashboards within marketing app

  13. Event Payments Enable Event Payments Pick your own payment provider(s) Leverage event passes for paid events

  14. Webinar Providers Build an app using our webinar APIs OAuth 2.0 protocol for authorization Use CRUD APIs for syncing webinar registration/attendance User configures the webinar provider of their choice MyWebinarProvider

  15. Approval workflows Used for maintaining brand consistency, budgetary control Fits in smoothly with standard lifecycle of draft to golive – content, segment, campaigns Can be built using Flow

  16. Tailored ApplicationsAdjust the application to your users Role-Tailored experience Industry specific template PowerBI dashboards • Site navigation • Simplified forms • Business process • Email templates • Journey templates • custom entities for the business • Custom channels needed • Role based dashboards • Insights tuned for organizational goals

  17. Helpful links • Visit Dynamics 365 for Marketing to try the application • Access help documentation Questions? • Customers/Partners: Dynamics 365 Community

  18. Please evaluate this sessionYour feedback is important to us! Please evaluate this session through MyEvaluations on the mobile appor website. Download the app:https://aka.ms/ignite.mobileApp Go to the website: https://myignite.techcommunity.microsoft.com/evaluations

  19. Business Applications Communities Learn • Connect • Share • Inspire Join the Microsoft Business Applications Communities where you can connect with peers and experts. Get answers to complex questions, learn from engaging discussions, read informative blogs, view webinars, and find product use examples in galleries. https://community.dynamics.com https://community.powerapps.com https://community.powerbi.com https://community.flow.microsoft.com Benefits Engagement Recognition Join for free Access tips, answers, and shared knowledge from experts Expand your network by engaging with peers Need help? Ask questions and join in on business or technical discussions in the forums Share your expertise by hosting a blog or syndicating your existing blog Earn badges for participation and engagement Become a Community Star and earn appreciation from peers

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