Tips, tricks and ideas for non developer geeks
There are currently 572 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).
If you’ve started using Lead Scoring in Realtime Marketing as part of Customer Insights – Journeys, nice one! That’s a great start. Hopefully you’ve also started building segments to find people who have a over a specific score to send them on Journeys, even better! You might have then noticed the other option in the … Continue reading Using Lead Scoring Qualification Functionality
Did you know about the hidden features in a model-driven app? Well maybe not hidden, but perhaps overlooked when you are creating a new app, or reviewing existing ones. There are a whole host of different settings available to turn on and off to create slightly different experiences depending on what app someone is using. … Continue reading Hidden Features In Model-driven Apps
If you’ve set up your own Lead scoring model, you might be wondering how you can then go about using lead scores to create a segment. You might want to send a Lead through a Journey once they hit a specific score to try and keep them engaged. Alternatively, you may wish to remove Leads … Continue reading Use Lead Scores To Create A Segment
You might have already noticed this, but there is a new ‘experience’ when accessing the Advanced Settings for a Dataverse/D365 environment. As someone who accesses quite a few environments, I had seen it in some but not others and was curious why. This quick post shows how you can (currently) switch between the two. Note … Continue reading Switching Between The Advanced Settings Experience
The form pre-fill functionality has been around for years, but for Outbound marketing. It was added to Realtime in the September 2024 update in preview. The really exciting thing about how the pre-fill works in Realtime that differs with Outbound, is that cookies are not relied on for it to work. Awesome! This means we … Continue reading Form Prefill In Customer Insights Journeys for Realtime Marketing
My good friend Jeroen Scheper wrote about the new column security profile experience that has been introduced with Wave 2 for Dynamics 365. When reviewing that, I noticed the new secured masking rules that could be added to your solution so I wanted to dig further in to how it all works. It took a … Continue reading Secured Masking Rules In Dataverse (Dynamics 365)
Lead scoring models for Customer Insights – Journeys (D365 Marketing Real-time) has been around for a while now, but when it was first released it had a few ‘issues’ or ‘quirks’ shall we say. It’s taken me a while to write about it while waiting for those teething problems to work themselves out. Now, I … Continue reading Create Lead Scoring Models in Real-time Marketing
Now this one is something I tend NOT to suggest but it is definitely a request that comes up A LOT. How can I create a segment of people I can just add by picking people myself, or based on an upload file. If there isn’t any filtering criteria, you can use the Include Members … Continue reading Create Segments From Marketing Lists In Realtime Marketing
If you are using Customer Insights – Journeys and did so before it became Realtime Marketing only (prior to September 2023), Outbound Marketing is still a thing for you. However, as you SHOULD know, Microsoft have announced that June 2025 is when it will truly go away for good. Hopefully you’ve already started making that … Continue reading What Happens When You Hide Outbound Marketing?
This post is about using a combination of D365 Marketing (Customer Insights – Journeys), Microsoft Clarity, Google Tag Manager and GA4 (Google Analytics) and tracking visitors to your website from the email sent out in your Journeys. Using these tools, we can review recordings and heatmaps for visitors that have come to our website specifically … Continue reading Track Site Visits From D365 Marketing Emails In Microsoft Clarity
