Tips, tricks and ideas for non developer geeks
There are currently 477 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, and D365 Marketing (Customer Insights - Journeys).
** NOTE: If you would like to know how to do this for Real-time Marketing forms, you can view that blog post here – 06/07/2023 ** I was asked recently by a client about making sure D365 Marketing forms could be submitted if the email was a business email address. Although we can’t necessarily know … Continue reading Business Email Validation Message On Outbound Marketing Forms
When new features come out in D365 Marketing I love to check them out and learn as much as I can about them. When the Real-time Marketing segment builder was released I wasn’t the biggest fan, it felt like TOO much change. However, I am big enough to admit when I am wrong, and I … Continue reading A Guide To Real-time Marketing Segments
Even if you don’t read the Wave 1 and Wave 2 release notes in full detail, it’s ALWAYS a good idea to pay attention to the areas that you and your team use regularly. There is one feature that might potentially go un-noticed but it will be pushed out to users automatically meaning you had … Continue reading Using Focused View And Up Next In Model-Driven Apps
Creating and managing your Real-time Marketing Journeys just got easier. I’ve been asked many times about how to link Journeys to a Campaign or add additional details to provide different ways to sort and review them. If you are on the latest version (at least 1.92.2019.0, you can now edit the Journey table. You’ll need … Continue reading Table Customisation Of Real-time Marketing Journeys
One of the new features from Wave 1 of the Dynamics 365 release notes that relates to Marketing is the ability to have UTM Parameters added to your email links automatically. At the time of writing this, the feature is in preview with it target to be generally available in April 2023. You can turn … Continue reading UTM Parameters Tracking in D365 Marketing
The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. The D365 Marketing overview can … Continue reading D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2023
You’ve got free content on your website, and all you would like in exchange is for someone to fill out a form and tell you about themselves. Providing access to case studies, white papers and eBooks is a great way to share your organisations knowledge on a subject which in turn would hopefully turn in … Continue reading Create Smarter Forms In D365 Marketing To Capture More Data
As 2022 came to a close I reflected on the previous few months. It seems to be a yearly thing, but I tend to get out of shape, regret my life choices (dramatic yes), and then start eating with more awareness and moving more. Last year I feel like I put forth more effort than … Continue reading Gifts For My Office In 2023
If you are using D365 Marketing, and are trying to make the most from all the functionality, you’ve likely set up a marketing website record and generated tracking code to add to your organisations corporate website. This means you can track visits to the site, most of which will be anonymous, but with named visits … Continue reading Filtering Out Google Tag Manager Traffic From D365 Marketing Website Visits
When sending out your real-time marketing emails, creating emails that include actions is the best approach to take. You want your audience to engage and interact with your messages, so giving them links to pages on your websites or buttons as a call to action is a smart approach. D365 Marketing emails have the option … Continue reading Using Anchors In D365 Marketing Emails
