The blog
Articles about CRM, marketing technology, customer experience and the platforms that connect them.
Search the archive or narrow it down by category and topic.
616 articles found
Stay in the loop. Subscribe to get new articles on the topics you choose.

Very off-brand with this post, but as usual, if this is something that I had an issue with and took me a while to…

There are so many options in Realtime Marketing emails for creating conditional and personalised content. Most of it is pretty easy to add, and…

I’m working on a project that has a requirement to move a file from a file column (field) on one table (entity) to a…

If you’ve only read my content for the past few years, you might be forgiven for thinking that the ‘only thing’ I work on…

If you aren’t already aware, it’s good to understand the difference between how consent is handled in Outbound Marketing vs. Realtime Marketing specifically for…

In previous posts we’ve looked at sending out Event Registration information dynamically rather than needing to create emails individually for different Events. Also, the…

I’ve written about using the out of the box Marketing Event Registration Created trigger to create emails that can be used in one Journey…

Back in June 2022, I wrote a blog showing how you could create a custom trigger, and build a couple of flows in Power…

There can be challenges when capturing a mobile phone number from a Realtime Marketing form in Customer Insights – Journeys (D365 Marketing). Some of…

There is SO much information in the Power Platform it’s hard to keep up with everything. Sometimes Microsoft makes announcements that we miss, and…

Triggers in the Marketing App (Customer Insights – Journeys) are pretty awesome. They can be used to create what can be a very manually…

In a previous post, I reviewed the ability to manage consent from Contact and Lead records in Customer Insights – Journeys (D365 Marketing). As…