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.

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Adding Question Responses To Personalised Data in D365 Customer Voice

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

Telegram VS Signal, With WhatsApp Comparison Table

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

It’s Not You WhatsApp, It’s Facebook – AKA: A Guide To Telegram

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

Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice

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

Query Syntax For Relevance Search In Customer Engagement Apps

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

Creating Alert Rules & Managing Alerts In D365 Customer Voice

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

Save A Filtered View As A New View In A Model-driven App

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