There are currently 363 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.

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Using An Unmapped Form Field To Capture The Referral URL In D365 Marketing

One of THE BEST things about being a part of the Dynamics and Power Platform Community is the content people produce. Many a time I’ve been helped out by reading someone’s blog or watching their video, but not just with getting an answer. Sometimes the bigger help is how it can spark off your own … Continue reading Using An Unmapped Form Field To Capture The Referral URL In D365 Marketing

Keeping Your Subscription Lists Up To Date In D365 Marketing

If you’re a good marketer, you give your subscribers options. You allow people to sign up to get content about Events or new Products or Services you offer. Ideally they want to get all of your content, but letting them pick and choose might mean you still have the ability to send someone marketing emails … Continue reading Keeping Your Subscription Lists Up To Date In D365 Marketing

Managing Real-time Marketing Email Bounces In D365 Marketing

If you are managing your organisations D365 Marketing activities, I am SURE you are well aware of the email policies Microsoft have in place in terms of the percentage of hard bounces, spam reports and direct complaints they will ‘allow’ before you start getting warnings and then even potentially getting your account suspended. Those are … Continue reading Managing Real-time Marketing Email Bounces In D365 Marketing

Using D365 Marketing Personalised Pages To Display Contact Details On Your Website

If you have been using Dynamics 365 Marketing for any length of time, you know you can create perfectly customised emails, including things like your Contacts first name, job title, name of the company they work for and so on. This creates journeys that are timelier and more meaningful for your customers and prospects. Did … Continue reading Using D365 Marketing Personalised Pages To Display Contact Details On Your Website

Managing Text Message Subscriptions In D365 Marketing

Organisations who wish to embrace text or SMS marketing can do so using D365 Marketing. There are several service provider options available out of the box (TeleSign, Twilio, Azure SMS for some regions). You can watch one of the videos from my A to Z of Real-time Marketing that covers delivering text messages for more … Continue reading Managing Text Message Subscriptions In D365 Marketing

Microsoft Clarity Live Browser Extension

As someone with a passion and interest in analytics, websites and marketing, I’ve written about Microsoft Clarity a few times. It’s a fantastic free tool from Microsoft, and rather than a replacement for Google Analytics, should be used in conjunction to understand your website user behaviour and how they are interacting with your site. It … Continue reading Microsoft Clarity Live Browser Extension

D365 Account & Contact Management Using Power Automate

I’ve worked with Microsoft CRM for well over a decade, along it’s progression as Dynamics 365 and renaming’s of the Common Data Service, Dataflex, Project Oakdale and Dataverse. One of the things that has always been a bit frustrating is the clean up of data often needed when users aren’t always all that thorough in … Continue reading D365 Account & Contact Management Using Power Automate

Using Brand Profiles In D365 Marketing

With each new release from D365 Marketing come new features and improved functionality. If you are up to date and on at least version 1.85.2012.0 you may have already spotted the new feature of Brand profiles, providing the ability to create different profiles for the various products, services or areas of the business you are … Continue reading Using Brand Profiles In D365 Marketing

Using Content Blocks In D365 Real-time Marketing

Content blocks are not new in Dynamics 365 Marketing, and I’ve covered them before when it comes to Outbound Marketing. However, they are only very recently now available to create and use in Real-time marketing. Content blocks give you the ability to create little building blocks or sections that can easily be added to an … Continue reading Using Content Blocks In D365 Real-time Marketing

Microsoft Bookings Connector in Power Automate – The Good, The Bad & The Ugly

I started writing about Microsoft Bookings in 2020, wanting to learn as much as I could and then share that insight with others. To this day, some of my most read blog posts are on the topic of Bookings and how to get the most from it. Back then, the only way to get data … Continue reading Microsoft Bookings Connector in Power Automate – The Good, The Bad & The Ugly