Tips, tricks and ideas for non developer geeks
There are currently 254 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, Marketing and of course, Forms Pro.
Dynamics 365 Customer Voice has a fantastic feature that never existed in Forms Pro OR in Voice of the Customer, and that’s Satisfaction Metrics. You can use specific questions to add up to 10 metrics to a project, giving an organization the ability to track the levels of satisfaction in a variety of ways. Three … Continue reading Overview Of Satisfaction Metrics in D365 Customer Voice
Part Three of my series covers Social Media. Which platforms should you use, and how should you use them? Is creating a fun and clever handle a good idea, or should you just go with your own first and last name? I’ve put together some thoughts on how to get started, what I think is … Continue reading Using Social Media – Personal Brand Series
*** UPDATE *** – it seems that although you can add the Email Signatures option to your sitemap, the ability to add individual signatures will only be available for Wave 2 2020. So, if you haven’t opted in to it yet, you won’t be able to take this approach until you do that (which you … Continue reading Email Signatures with Images & Hyperlinks – Part Two
Part Two of my series all about building and marketing your own personal brand is all about creating your own website. I’ve put together some thoughts on how to get started, what I think is important, and included some thoughts from some friends. You can check out the video on YouTube!
If you’ve worked on any projects for Customer Service, and Case Management, or you are responsible for this specific area within your organisation, you likely set up a holiday schedule and customer service schedule and then forgot about it. It’s likely going to be an area you look at once or twice a year. Adding … Continue reading Adding Customer Service & Holiday Schedules in Dynamics 365 UI
I’ve seen quite a few questions about being able to create or update records in Dynamics 365 from new appointments via Microsoft Bookings. I wanted to see if it was possible so started digging a little bit more. It’s not pretty and for me there are still some flaws, but I’ve put together a way … Continue reading Create Or Update A D365 Appointment From A Microsoft Bookings Event
There are many ways you can manage your appointments within Microsoft Bookings. You can use the mobile app, use Microsoft Teams, or simply log in to Microsoft Bookings directly. How about getting an email each morning with a list of all your bookings? It’s not possible from Bookings itself, but with a bit of investigating … Continue reading Email Daily Summary Of Bookings Using Power Automate
If you have a Facebook page for your organisation, this is a great place to be interacting with your customers. Stands to reason, someone may go to the page and hope to be able to book from there. On your Bookings Page in Microsoft Bookings, there is an option to connect it to Facebook. Let’s … Continue reading Add Book Now Button To A Facebook Page
I’ve long had an interest in marketing and how people present themselves online. You might not think you have a personal brand, but if you are creating and sharing content online either on your website or YouTube channel, you have a brand. Thinking about it and forcing it too much will likely result in you … Continue reading Building & Marketing Your Personal Brand
With any great piece of software, there is usually a mobile app to go with it, and Microsoft Bookings is no exception. This is a great way for your staff members to have access to view appointments and see what’s going on quickly while on the go. Let’s take a look and see what functionality … Continue reading Using The Microsoft Bookings Mobile App
