Tips, tricks and ideas for non developer geeks
There are currently 448 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).
For many organisations, the ability to access Dynamics 365 Apps (model-driven/Customer Engagement) is simple. Give them an appropriate license, wait for them to show up in Dataverse (CE) and then give them the right security role. Simple! What about those with custom model-driven apps? Or users that just don’t seem to be able to get … Continue reading Checking User Access To Model-driven Apps (D365 CE)
If you use Dynamics 365 Marketing and/or are a System Administrator for an organisation that uses it, this post is for you. Microsoft are great at putting out updates for the Marketing app, but as of yet there is no way for you to be notified about them. That means there could be new and … Continue reading Update D365 Marketing To The Latest Version
Personalisation of emails using dynamic text (pre-defined tokens) has been around in Dynamics 365 Marketing for some time. You can add in text that you pull in from the Contact record, or from records related to the Contact. For things like the Contact’s First or Last Name, that’s pretty simple and easy to do. However, … Continue reading Adding & Using Dynamics Pre-defined Tokens In D365 Marketing
NOTE: I have since written a more robust and fuller blog post about this, which covers all scenarios and re-formatting of the values that are returned in a form submission. Please read this blog post instead to compare and see the extended details. One of the common requests for processes when a submission from a … Continue reading Create An Email Notification For Each D365 Marketing Form Submitted
I’ve got a quick blog post here, easy to follow and implement, but makes things a whole lot simpler when trying to share files with your Contacts using D365 Marketing. Let’s look at how you can upload a file, then add a button to your Marketing Email and link it back to the document as … Continue reading Adding A File Download To A Marketing Email Button
Recently I noticed that I was mentioned in an article published by a really well-known website in my industry. MS Dynamics World did a write-up that featured a podcast episode from The UP Podcast that I co-host with Lisa Crosbie. We weren’t tagged on Twitter or LinkedIn nor did I see it shared anywhere even … Continue reading 6 Google Alerts Everyone Should Create
For my own website, I have a way for people to subscribe to different categories of blog posts. I give them a subscription page and the option to select which types of content to receive. I appreciate that not everyone is interested in all of the areas I cover, so they can select accordingly so … Continue reading D365 Real-time Marketing, RSS Feeds & Subscription Centres
Last week we saw the release of the Dynamics 365 Wave 1 2022 release notes from Microsoft. Lisa Crosbie and I talked through our favourites on The UP Podcast on our top picks episode, and then I walked through all of the Marketing related ones in a video. BUT, I wanted to find out what … Continue reading D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2022
If you are like millions of others who work daily using Outlook, you likely use the desktop client. You might have it in the start menu or pinned to your taskbar and just leave it open throughout the day. You might also combine that with using the outlook web app (OWA) and likely find there … Continue reading Using The Outlook Web App As A Desktop App
If you are on my website reading this, I think you know that I LOVE MARKETING right? If not, just know that I definitely do. 😊 So I am really excited that the Wave 1 2022 Release notes from Microsoft covers a TON of new features and functionality specifically for Dynamics 365 Marketing. I’ve made … Continue reading Wave 1 2022 Release – D365 Marketing Features
