Tips, tricks and ideas for non developer geeks
There are currently 207 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.
When sending out emails using the Dynamics 365 for Marketing app, a Customer Journey is needed each time. For each Customer Journey, you must determine the Content Settings to use for the entirety of the journey. Your Content Settings hold things like the organisations address, social media links, the subscription centre and a link for … Continue reading Using Content Settings For Dynamic Social Profile Links
Recently I was asked by someone how they could show some of the responses from a Forms Pro survey directly on a Case record. You can easily set a Survey Invitation regarding a case, and the corresponding Survey Response also comes back linked to the case. That’s simple to do (see here and here), but … Continue reading Display Survey Response Details On Case Record
We’ve all been sent marketing emails that we ignore, no one is immune. How can we make sure that the emails WE send from Dynamics 365 for Marketing have more chance of being opened… and even more important, being read! The sender of an email is a good place to start. Are you just sending … Continue reading Sending Emails From The Contact Owner With D365 Marketing
After changes were made to the Forms Pro entities so that they could be edited, I’ve thought of different ways that could help people trying to review and monitor the number of survey responses received. As standard, there are 2,000 responses a month that can be received (you can increase this as needed). In another … Continue reading Setting Up Notifications For Approaching Survey Response Limits
If you have a survey in Forms Pro there might be occasion where you would like to have different text or instructions displayed to the respondents depending on how they answer specific questions. We have a way we can do this by using a Choice question and Branching Rules to determine what gets displayed. First … Continue reading Displaying Information Using Branching Rules & Choice Questions
In a previous post, we reviewed how to display dynamic images in D365 for Marketing emails. This was done using images stored on a web server, named a specific way which could then be pulled in if they matched a value on an option set field. In this post, we will look at how you … Continue reading Displaying Dynamic Images Using Content Blocks
Using Variables in Forms Pro gives form creators a way to personalise surveys being sent to respondents. Since Forms Pro first came on the scene, variables have existed and could be added to a survey, but it was limited. Gradually we have seen more and more options added, with variables becoming increasingly more flexible. I’ve … Continue reading Ten Ways To Use Variables In Forms Pro
OK so Easter happened a few weeks back now, but let’s just pretend for a moment it didn’t, and this post is topical in terms of my imagery 🐇🌾🐥. If an organisation is planning out their marketing emails and using Dynamics 365 for Marketing, they might want to prepare campaigns that use different images based … Continue reading Using Fields To Display Dynamic Images In Marketing Emails
Getting your marketing emails right is important. How you address a client or prospect shows how much you really care about your data, and also shows how professional you may or may not be! How are you addressing people in YOUR emails? Are you using their name? What if you don’t have their first name, … Continue reading Using Conditional Statements For Email Recipient Salutations
I’ve written about, and done presentations on using Variables in your Forms Pro surveys. We can use them in so many places, but one area that was lacking was the ability to pass through a variable and then use it in a branching rule. This would then give us the ability to show or hide … Continue reading Combining Variables And Branching Rules
