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).
It always surprised me exactly what content resonates with people the most. I write about lots of different topics, things that interest me and what I think might be helpful. One of the categories of post I started last year was about Microsoft Bookings. It’s a tool providing organisations with a way to book and … Continue reading Using Microsoft Bookings & Planner For Pre-Appointment Tasks
The styling of an organisations website and any communication sent out to customers is important. It should be kept consistent to help with building brand identity and make sure information isn’t missed by clients or potential customers. The majority of companies will have brand guidelines making it clear what colours and fonts should be used … Continue reading Using Custom CSS in D365 Marketing Emails
Everyone has their browser of choice, and for me, it’s Microsoft Edge. The biggest draw is the ability to set up various profiles. This is huge for any Power Platform consultant doing work for various clients, or someone in sales prepping for demos for different prospects. I can just swap between profiles and stay logged … Continue reading Using Collections In Microsoft Edge
There are so many cool features in the Dynamics 365 Marketing App, some are significant sections of the app with major functionality while others are just neat little things that make your life easier. Using optionsets (yes, still optionsets in Marketing, not choice(s)!) in your Marketing Forms is really easy to do. Create a form … Continue reading Cascading Form Fields In D365 Marketing
If you’ve been following along with the mini-guide to creating and managing a webinar using D365 Marketing and Microsoft Teams, you will know it’s come to an end! Well, technically this is the end, reviewing insights post webinar. What information can you review in D365 to find out more about the event and any interactions … Continue reading Events In D365 Marketing – Reviewing Insights Post Webinar
The Event Registration records are an important part of the overall Event record. We’ve looked at how to create your marketing form, marketing emails and Customer Journey to manage your entire online webinar process, but in this post, we will dig into the Event Registrations to review who registers and then attends the webinar. The … Continue reading Events In D365 Marketing – Event Registrations
If you’ve been following along in the mini-series about creating and managing a webinar using Dynamics 365, you will already have your Marketing Form, Event and Marketing Emails all created and ready to go. Now we just need to put all of it together and create a nice Customer Journey. In this post, I will … Continue reading Events In D365 Marketing – The Customer Journey For Your Event
In the guide to creating and managing a webinar event using Dynamics 365 Marketing, we’ve come to one of my favourite parts, the Marketing Emails. I enjoy constructing the content, thinking of how to communicate with clients in an engaging way, and trying to appeal to them in a way that is informative and friendly … Continue reading Events In D365 Marketing – Creating Marketing Emails
This post continues on in the mini-guide to planning a webinar using Dynamics 365 Marketing. In this post we will look at actually adding the Event record, adding team members and a speaker, customising the calendar file, and finally, adding the marketing form for the event to your website. Let’s look at the steps! From … Continue reading Events In D365 Marketing – Adding Events
On to Part Two of this mini-series, all about using D365 Marketing when planning and conducting webinars for an organisation. This is all about adding your team members and speakers. You could do this while adding your event, but sometimes it’s good to just get all the pieces together before getting to that point. So … Continue reading Events In D365 Marketing – Adding Team Members & Speakers
