Customer Overview Our customer, a leading financial services provider based in Mumbai, India, sought to enhance the efficiency of its Investment Management department. The primary objective was to implement Microsoft Dynamics 365 to streamline their Sales, Customer Service (CS), and Marketing operations. Project Background This project marked Nebulaa’s first venture…
Email Storage Made Easy: Dynamics 365 Storage Saving Tips Introduction Microsoft's latest feature allows you to migrate email descriptions from CRM to Azure Blob Storage, reducing database storage pressure. By default, emails older than 12 months are migrated, but here's the kicker - you can now decide which emails get moved!…
How to enable the enhanced email template editor in Dynamics 365? To activate the Enhanced Email Template editor for your App/Environment, follow these steps: Begin by creating a new solution or opening an existing one. Then, navigate to "Add existing" and select "Setting." Within the settings, find and enable…
Introduction: This blog will show how to create real-time customer journeys in Dynamics 365 Marketing. Customer journeys can be either trigger-based or segment-based. Before creating customer journeys, if you want to create a trigger-based customer journey then you need to create a trigger that will be used in the trigger-based…
Introduction: Dynamics 365 Marketing consists of three primary modules. Real-time marketing, Outbound marketing and event management. Segments let us create group of related contacts that can be used in customer journeys. In this blog we will be discussing about marketing segments in Real-time and Outbound Marketing. How to create Segments…