Tips, tricks and ideas for non developer geeks
There are currently 489 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).
One of the cool things we can do with triggers is generate custom invitation links for a Customer Voice survey and put someone in a Journey to send them an email with a link to complete that survey. That’s a pretty common approach, and one I’ve implemented many times. What is a little less common … Continue reading Exit Customer Voice Survey Respondent From Journey When Using Other Regarding Records
I’ve previously written about how you can send emails from the owner of a record which can be useful to send out communications using Customer Insights – Journeys from an Account Manager or Support Rep. What about building nice dynamic email signatures for the bottom of those emails, including the profile image of that person? … Continue reading Create Dynamic Email Signatures With User Images In Realtime Marketing
Using the Website Tracking functionality in Customer Insights – Journeys means you can then start using either of the two out of the box triggers. In a previous post I provided a glossary for the Marketing Website Visited trigger, and this post will give you a Marketing Website Clicked Trigger Glossary. You can review the … Continue reading Marketing Website Clicked Trigger Glossary in Customer Insights Journeys
The release notes for Dynamics 365 Wave 1 2025 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft … Continue reading Wave 1 2025 Customer Insights Journey Chat With Amey Holden
If you start to think about using either the Marketing Website Visited trigger or the Marketing Website Clicked trigger, you would be confused for scratching your head wondering what all of the attributes are. How do you know which to use in your trigger conditions and what the returned values might be? Fear not, I’ve … Continue reading Marketing Website Visited Trigger Glossary in Customer Insights Journeys
I’m a huge advocate for using the out of the box email template editing experience in Customer Insights – Journeys. It’s got a great drag and drop interface and it works well. However, you might outsource your email creation to a 3rd party agency, or perhaps you are even coming from another email tool and … Continue reading Create Email Templates Using Custom HTML In Realtime Marketing
With Outbound Marketing, when you created a marketing form, you could have submissions check against existing Leads AND Contacts. Realtime Marketing forms only allowed for one or the other, until now! Hooray! This is definitely a much needed new feature, where we can determine the default settings for your marketing forms. This provides you with … Continue reading Check Both Leads & Contacts For Marketing Form Submissions In Realtime
I shared how to use the new Website Tracking feature and explained how to add it to your website, but I often get asked about using Google Tag Manager. So if you are using GTM and not sure how to go about adding the code, this post will walk you through the steps. Let’s take … Continue reading Adding Realtime Website Tracking To Your Website Using Google Tag Manager
The Website Tracking for Realtime Marketing is FINALLY here. A long awaited feature that has been pushed several times from Wave to Wave, now we can see it in it’s preview state. In this post I will walk through what the feature has in this iteration… and what you might consider ‘missing’ that will hopefully … Continue reading Website Tracking In Realtime Marketing – How Does It Work?
One of the items that was released in August 2024, and just made generally available (out of preview) in November 2024 is the audience split tile for your Realtime Marketing Journeys. This one allows you to split your audience members going through a journey by either number or percentage. This is a quick easy post … Continue reading Split Your Audience By Number Or Percentage In Customer Insights – Journeys
