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).
I wrote a post about how you can create just 1 Trigger, 1 Email and 1 Journey and have an email sent out when someone registers for an event, and have that email include a link to an ICS (Calendar invite) file that is unique and personalised to them. I just had 1 email in … Continue reading Sending Reminder & Follow Up Emails For Events Using Real-time Marketing
Using Microsoft Teams is just what most organisations do now. For those using Dynamics 365, there are many options to integrate the two. Microsoft Teams chat within Dynamics 365 is not new, and not even new in terms of using it with D365 Marketing. Jepser Osgaard blogged about it in November 2021 in fact. However, … Continue reading Microsoft Teams Chat Collaboration In D365 Marketing
One of the most valuable aspects of using Dynamics 365 Marketing is the ability for all users, no matter what area of the business they work in, to be able to see what interactions have occurred for a Contact. The Timeline control has been around for AGES, but for some reason isn’t often utilised as … Continue reading Contact Timeline Adjustments Including D365 Marketing Interactions
Online events are a big part of marketing. Ideally your customers sign up to gain more insights from you as subject matter experts, and new prospects register because they are interested in your products or services and want to hear what you have to say. Win/Win! D365 Marketing provides an Event planning and management area … Continue reading Event Registrations & Real-time Marketing Journeys
Back at the start of 2019, I wrote a blog about how to set up and use the Forgotten Password Functionality for portals (Power Pages). Functionality exists for a portal that gives a Contact the ability to do a password reset when they have forgotten their password. This exists as a process (old school workflow) … Continue reading Send Password Reset To Contact Using Power Automate
I started on my Power Platform journey over a decade ago, and like many people just learning as I go, bumbling around and often figuring things out with luck or a lucky Google. I know there are many people who have started their journey in similar ways, or have come from Canvas Apps or other … Continue reading 11 Tips & Tricks In Model-driven Power Apps
I have written in the past about setting up your custom subscription centre as a marketing form that you can then embed in a page on your website. For me, I believe this is the best approach to make sure your customers, prospects, and website visitors have a seamless experience where all of your content … Continue reading Using Outbound Subscription Centres In Real-time Marketing
Adding conditional content to marketing emails in the Dynamics 365 Marketing App is not necessarily a new thing, I have written about it before. However, that was HARD for people to use! It involved adding bits of code and trying to figure out where it should go, not to mention looking at the email itself … Continue reading Adding Conditional Content To Real-time Marketing Emails
If you are using the Real-time Marketing functionality within the D365 Marketing App, you might have already seen the new step you can add in to a Journey. The Activate a custom trigger allows you to trigger other journeys or flows in Power Automate. I’ve written previously about creating a flow to kick off the … Continue reading Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing
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)
