Videos & Training

Empellor CRM Resources


Introduction to Dynamics 365 for Marketing

Turn prospects into business relationships with Microsoft Dynamics 365 for Marketing. Find and nurture more sales-ready leads using multi-channel campaigns and personalized lead nurturing. Align sales and marketing together with one source of shared information, connected processes, and Office 365 collaboration tools. Make smarter decisions using concise dashboards and reporting to improve marketing ROI.


Design marketing emails with Dynamics 365 for Marketing

Reimagine your marketing email messages to reach your customers and increase sales Dynamics 365 for Marketing. Quickly create eye-catching emails with personalized greetings, responsive design that adapt to different screen sizes, insert images and call-to-action buttons. Save time when creating multiple email messages by making email templates.


Qualify your hottest leads with automated lead scoring

Dynamics 365 for Marketing allows you to use automated lead scoring to help bring your most promising leads to the top as soon as they qualify. View a lead’s score according to a leads scoring model that can be customized for your organization.


Use customer journeys to create automated email campaigns

Customer journeys in Dynamics 365 for Marketing let you model, execute and evaluate marketing campaign experiences for your prospective customers. In this video, see the basics of creating email campaigns with the customer journey designer tool within Dynamics 365.


How to Increase Your Chances for Engagement in Dynamics 365

Find out how to break through the noise and get an audience with your prospect or customer with Microsoft Dynamics 365. Finding relevant business events will help you open the doors and win more deals. With so much competition, it’s critical that sellers break through the noise. Having only company and contact information about a prospect isn’t going to result in an engaging conversation. However, if you have a specific business event that you can talk about and solve a potential problem, you’ll get a much better response.


How to Find Warm Introductions Into an Account with Dynamics 365

Find warm introductions to help you into an account to engage faster, find decision makers that are higher up, and go deeper. It’s about the people you know and who they know. It is 44-84 percent easier to get into an account by finding a warm introduction. InsideView for Microsoft Dynamics 365 will help uncover the six degrees of separation going beyond LinkedIn connections.


How to Find New Companies to Add to Your CRM

Learn how to see if a company is a good fit before adding them to your CRM in Microsoft Dynamics 365. B2B data decays at a rate of more than 5 percent every month, or up to 70 percent per year. Find out if a company is a good fit, and add them to your database in just one click.


How to Capitalize on “Start a Conversation” in Microsoft Dynamics 365

Learn how to set up your personal work space in Microsoft Dynamics 365 to bring different aspects of a decision maker into focus. See their bio, news about them, Twitter feed and more. People buy from people, and it’s easier to buy from and work with people you can relate to. Making a personal connection can help make you more memorable, and certain connections can help open doors.