There are currently 321 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, D365 Marketing and of course, Customer Voice.

Blog

Using Google Analytics Segments In Microsoft Clarity

Reviewing and analysing your website traffic data can be done easily using Google Analytics. If you aren’t already using segments, they are a great way to track and understand more about the behaviour of your website visitors. As I’ve mentioned before, Microsoft Clarity is not something that should be used INSTEAD of Google Analytics, but … Continue reading Using Google Analytics Segments In Microsoft Clarity

Filtering Using The Microsoft Clarity User ID

If you are using Microsoft Clarity and have not yet set up the Google Analytics integration, it’s worth checking out. And even more so now because you can filter your recordings using a Clarity User ID. Each visitor that comes to your site has an ID assigned, meaning you can gather all of the recordings … Continue reading Filtering Using The Microsoft Clarity User ID

Saving Filters As Segments In Microsoft Clarity

One of the things I am really passionate about is Marketing and Analytics, especially analytics from websites (mine in particular obviously 😉). It’s useful to understand where visitors are coming from and when, then what they are reading, and which content is truly resonating with people. I’ve done a series about Microsoft Clarity including blogs … Continue reading Saving Filters As Segments In Microsoft Clarity

Using Microsoft Bookings & Planner For Pre-Appointment Tasks

It always surprised me exactly what content resonates with people the most. I write about lots of different topics, things that interest me and what I think might be helpful. One of the categories of post I started last year was about Microsoft Bookings. It’s a tool providing organisations with a way to book and … Continue reading Using Microsoft Bookings & Planner For Pre-Appointment Tasks

Using Custom CSS in D365 Marketing Emails

The styling of an organisations website and any communication sent out to customers is important. It should be kept consistent to help with building brand identity and make sure information isn’t missed by clients or potential customers. The majority of companies will have brand guidelines making it clear what colours and fonts should be used … Continue reading Using Custom CSS in D365 Marketing Emails

Using Collections In Microsoft Edge

Everyone has their browser of choice, and for me, it’s Microsoft Edge. The biggest draw is the ability to set up various profiles. This is huge for any Power Platform consultant doing work for various clients, or someone in sales prepping for demos for different prospects. I can just swap between profiles and stay logged … Continue reading Using Collections In Microsoft Edge

Cascading Form Fields In D365 Marketing

There are so many cool features in the Dynamics 365 Marketing App, some are significant sections of the app with major functionality while others are just neat little things that make your life easier. Using optionsets (yes, still optionsets in Marketing, not choice(s)!) in your Marketing Forms is really easy to do. Create a form … Continue reading Cascading Form Fields In D365 Marketing

Events In D365 Marketing – Reviewing Insights Post Webinar

If you’ve been following along with the mini-guide to creating and managing a webinar using D365 Marketing and Microsoft Teams, you will know it’s come to an end! Well, technically this is the end, reviewing insights post webinar. What information can you review in D365 to find out more about the event and any interactions … Continue reading Events In D365 Marketing – Reviewing Insights Post Webinar

Events In D365 Marketing – Event Registrations

The Event Registration records are an important part of the overall Event record. We’ve looked at how to create your marketing form, marketing emails and Customer Journey to manage your entire online webinar process, but in this post, we will dig into the Event Registrations to review who registers and then attends the webinar. The … Continue reading Events In D365 Marketing – Event Registrations

Events In D365 Marketing – The Customer Journey For Your Event

If you’ve been following along in the mini-series about creating and managing a webinar using Dynamics 365, you will already have your Marketing Form, Event and Marketing Emails all created and ready to go. Now we just need to put all of it together and create a nice Customer Journey. In this post, I will … Continue reading Events In D365 Marketing – The Customer Journey For Your Event