Tips, tricks and ideas for non developer geeks
There are currently 284 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.
If you have a website, and you haven’t yet looked at Microsoft Clarity, I suggest you check it out. I’ve written a bunch of posts and created videos on the subject for you to get started. As and when I notice new functionality, I’ll add to the list of learning resources for anyone wanting to … Continue reading Scroll Heatmaps In Microsoft Clarity
I’ve written about importing contacts and variables, and then recording anonymous feedback while still capturing values at the same time. In this post, I’ve covered how you can take question responses, and still capture it in the personalised data tab on a survey response. So in the case of doing an Employee survey with SOME … Continue reading Adding Question Responses To Personalised Data in D365 Customer Voice
I wrote about some changes coming in WhatsApp, and what pushed me to start looking around for alternative messaging services and settling on Telegram. This article has already gathered more attention than I first thought it would, but with many citing Signal as their app of choice. I’m not stating one is better than the … Continue reading Telegram VS Signal, With WhatsApp Comparison Table
OK, I tell a lie, it is partly you WhatsApp. I’ve had a love-hate relationship with WhatsApp for some time. I even wrote about how much I feel it invades my mental space last year. However, it’s how pretty much everyone I know communicates. Back in 2014, Facebook purchased WhatsApp. Things pretty much stayed the … Continue reading It’s Not You WhatsApp, It’s Facebook – AKA: A Guide To Telegram
We can import contacts AND variables to Dynamics 365 Customer Voice so we can send out personalised surveys. This is great because it means we can still send out surveys with related data being displayed for the respondent, and do so without using Microsoft Power Automate. Prior to sending out the survey, we can also … Continue reading Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice
In November 2020, Microsoft introduced a new and improved Relevance Search experience to customer engagement apps (Dynamics 365 Sales, Customer Service, Field Service, Marketing & Project Service Automation). Enabling the new Relevance Search experience is easy, and gives users a search toolbar in the middle of their model-driven Power App, with an intuitive, familiar and … Continue reading Query Syntax For Relevance Search In Customer Engagement Apps
If you’ve been following along and listening to The UP Podcast, with my good friend Lisa Crosbie, you’ll know that this week marked our last one for 2020. We’ve had such fun this year, and honestly, some weeks it’s been the shining point, and something we both looked forward to. It’s helped us both through … Continue reading The Culture Of One
In a previous post, I’ve reviewed and explained how to set up and use Satisfaction Metrics in Dynamics 365 Customer Voice. This is a great way to really understand just how happy, or unhappy your customers are. We can also create alerts in Customer Voice, giving us the ability to stay up to date when … Continue reading Creating Alert Rules & Managing Alerts In D365 Customer Voice
I hesitated with this blog post… because I missed the change in functionality when it first released and was actually behind the times. Coming back to my overall belief that if it was new to me, it is likely new to, at minimum, a few other people out there, I figured I would still publish … Continue reading Save A Filtered View As A New View In A Model-driven App
If you’ve been following along in the Microsoft Clarity blog series I have been doing, and you also work in the Power Platform world, you might have started thinking, oooh, I wonder if I could use this in a Power Apps Portal? The answer is YES, and combined with adding in some Custom Tags, it’s … Continue reading Microsoft Clarity & Power Apps Portals
