From the Microsoft Dynamics 365 CE/CRM Blogs: Birthday reminders; Subscription lists: Email bounces; Omnichannel for Customer Service

 In this week's Microsoft Dynamics 365 Customer Engagement blog roundup:

• How to create birthday reminders in Microsoft Dynamics 365
• Keeping your subscription lists up to date in D365 Marketing
• Managing real-time marketing email bounces in D365 marketing
• Omnichannel for Customer Service – Overflow (v2)

How to create birthday reminders in Microsoft Dynamics 365

An author writing on the Ledgeview Partners blog stated that many companies look for meaningful ways to keep in touch with clients. Birthdays and work anniversaries can be great opportunities to connect.

In this post, the author explained how to keep track of clients' birthday (the same set up can also work for anniversaries). They pointed out that you have create columns (previously called fields) in your Dynamics 365 CRM system that will track and alert you to upcoming birthdays or work anniversaries.

In the blog post, the author offered step-by-step instructions on how to create birthday and anniversary reminders in your Dynamics 365 CRM system. With calculated columns and Flows, you will automatically be notified about the birthdays and work anniversaries of your contacts and leads.

Keeping your subscription lists up to date in D365 Marketing

On her blog, Megan Walker stated that good marketers give their subscribers options, enabling them to sign up to get content about such things as events or the new products and services their companies offer. Letting subscribers pick and choose will enable marketers to send them marketing emails about one or two topics.

Walker noted that D365 Marketing lets marketers create their own custom subscription pages and use it for outbound and real-time marketing. But what if someone opts out of everything or a user changes things and opts a contact out of getting marketing emails?

In this blog post, Walker explained how marketers remove people from their subscription lists. She then pointed out that marketers first need to understand what is used when sending out content using either outbound or real-time marketing. She discussed using Flow for outbound marketing as well as for real-time marketing.

Managing real-time marketing email bounces in D365 marketing

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