I think we’ve all received marketing emails from organisations that look a little strange. Blank spaces where perhaps it should have had information populate, but the data they have isn’t accurate. Depending on the set up of a specific Dynamics 365 environment, it could be that certain fields have not been filled out on your … Continue reading Setting Default Fallback Values On D365 Marketing Emails
There are currently 302 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.
Hooray! Custom Survey Headers have finally been rolled out for Dynamics 365 Customer Voice. Although the ability to add your own images and a logo to a survey has existed for some time, there was no way to determine where the logo went, or the positioning of any image, so this is a really cool … Continue reading Custom Survey Headers In D365 Customer Voice
Creating a new form in the Dynamics 365 Marketing App is pretty simple. You can start from one of the existing templates to get you going, then make adjustments as needed. There are some really simple changes you can make to the HTML of the form giving you a look and feel that’s more aligned … Continue reading Make Simple Changes To The HTML On Your Form Templates In D365 Marketing
The Power Apps Portals customisation experience is getting better and better, and a lot of your changes can be made directly within the make.powerapps.com area. However, there are still a lot of things you CAN’T do there, and need to work on and customise from within the Dynamics 365 Portals Model-driven App. I’ve noticed a … Continue reading Script Errors & Jigsaw Icons In D365 Portal App
If you are sending out D365 Customer Voice survey requests via D365 Marketing (like I showed in this blog here), you might have noticed that all of the responses in D365 Customer Voice show as Marketing respondent, with no name linked to them. Opening up a response shows the First Name and Last Name as … Continue reading Updating D365 Customer Voice Marketing Respondents In D365 Marketing
You might know this about me already, I’ve written a few blogs about what was Microsoft Forms Pro, and then became Dynamics 365 Customer Voice in July 2020. 😊 I’ve also written about D365 Marketing quite a bit too. So let’s put it all together and cover how these two play together. In this blog … Continue reading Sending D365 Customer Voice Survey Requests Via D365 Marketing
I consider myself to be a marketer. In a previous life, I ran the marketing department for a software company. I’ve also owned my own business a few times and used various marketing tools over the years. I’d long given up having trust in reviewing open rates for an email. Consider how you might look … Continue reading Do You Trust Your Marketing Stats? Should You?
There are several different ways to share links to your Dynamics 365 Customer Voice services with your customers, event attendees or prospects. One way is to just share a direct link to your survey. Typically this makes it a completely anonymous survey with no personalisation at all. However, we can use variables from the survey … Continue reading Custom D365 Customer Voice Survey Links Using Variables
It’s sometimes hard to keep track of all that is new or changing with the Power Platform and Dynamics world right? There are Wave 1 & 2 features each year, and one way to opt in, then there are new features that get pushed out at other times in the year, then there is D365 … Continue reading Keeping Dynamics 365 Marketing Up To Date
Typically if you think about the ability to make a booking online it would be for a service or experience of some kind. I might need to book dinner, or an appointment to have my dog groomed, but what about being able to book an internal resource for the company I work for? We are … Continue reading Using Microsoft Bookings To Schedule Hotdesks And Other Resources