Tips, tricks and ideas for non developer geeks
There are currently 446 articles on my site. You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, and D365 Marketing (Customer Insights - Journeys).
This series is looking at building your own custom Events Portal using a Power Pages website. How do you get the actual event pages set up and add the registration form to each one? In this post we will look at one method, adding the script to each new page of your portal. This is … Continue reading Using Realtime Marketing Form In Events Power Pages Website
If you are using Realtime components in D365 Marketing, hopefully you’ve turned on the UTM tracking for your own emails and texts. Adding links to your different types of communication will mean UTM parameters are appended automatically, providing some great analytics in your analytic tool of choice. However, what about the ability to capture the … Continue reading Capturing UTM Parameters Via Realtime Marketing Form Submissions
When setting up D365 Marketing for the first time, you are given an option for web hosting to determine where your landing pages and marketing forms are going to be used. You can use your own webserver, or a D365 portal. Until now, I have always suggested using your own webserver as the easiest option. … Continue reading D365 Marketing Events Portal Using Power Pages
If you are using Realtime Marketing forms in D365 then this might be a blog post for you! You can follow one approach for sending notification email when someone submits an Outbound marketing form, but you’ll need to create a different process for Realtime. In this article I will walk through how to create a … Continue reading Creating Internal Notification Emails For Realtime Marketing Form Submissions
Compliance Series This is number three in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms STEP THREE ** Moving Consent From Subscription Lists To Real-time Marketing Topics ** STEP FOUR Adding Additional Compliance Profiles STEP … Continue reading Moving Consent From Subscription Lists To Real-time Marketing Topics
Compliance Series This is number two in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO ** Real-time Marketing Subscription Forms ** STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR Adding Additional Compliance Profiles STEP … Continue reading Real-time Marketing Subscription Forms
Compliance Series This is number one in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE ** Compliance Profiles In Realtime Marketing – For Leads and Contacts ** STEP TWO Real-time Marketing Subscription Forms> STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR Adding Additional Compliance Profiles STEP … Continue reading Compliance Profiles In Realtime Marketing – For Leads and Contacts
I wrote an article about making sure an email address entered in to a form did not contain a generic domain such as Gmail, Yahoo etc. This was for outbound forms. Now that real-time forms are out of preview and people are starting to use them out in the wild, I wanted to see if … Continue reading Business Email Validation Message On Realtime Marketing Forms
Email Templates in Dynamics 365 Marketing should make everyone’s lives a bit easier. You lovingly create it with the right content blocks and layout to make sure marketers simply need to select a template, edit their email and they are ready to launch it. To make it even easier, are you setting up all of … Continue reading Using Defaults From Email Templates In Real-time Marketing
Although it might not seem like it, I do way more than ‘just’ D365 Marketing stuff. 🙄 No matter what area of the Power Platform you delve in to, knowing the basics for customising Model Driven Apps (MDA) is important for any consultant or individual customising Dynamics 365. In this blog post I’m going to … Continue reading Grid Components In Model Driven Apps (D365)
