Typically if you think about the ability to make a booking online it would be for a service or experience of some kind. I might need to book dinner, or an appointment to have my dog groomed, but what about being able to book an internal resource for the company I work for? We are … Continue reading Using Microsoft Bookings To Schedule Hotdesks And Other Resources
There are currently 443 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).
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One of the first things you likely learned to create when starting off with the Dynamics 365 Marketing App was how to create segments. These are your ‘buckets’, ‘groups’ or ‘lists’ of people that you want to take on a Customer Journey of some kind. If you are using Dynamics 365 Customer Voice, you might … Continue reading D365 Marketing Segments & D365 Customer Voice
If you are using the Dynamics 365 Marketing app, no doubt you’ve already fallen in love with the Insights. The detail you can see for a Contact record in terms of all of the clicks, form submissions and website visits is awesome! You can also review the insights for any Marketing Websites you’ve added tracking … Continue reading Using Redirect URLs In D365 Marketing
When sending surveys to your customers and prospects via D365 Customer Voice, the emails will come from the lovely surveys@email.formspro.microsoft.com email address. Your name will be displayed, but still, it doesn’t look that great and could confuse some people. Worse, it could even end up being ignored. Did you know you can change that, and … Continue reading Sending D365 Customer Voice Surveys From Your Own Domain
In a previous post, I wrote about how to create alert rules and then manage those alerts in Dynamics 365 Customer Voice. The alerts functionality is great, but perhaps not everyone responsible for helping resolve those Customer Satisfaction issues will have access to Customer Voice. Plus, the person setting up the surveys might not even … Continue reading Managing D365 Customer Voice Alerts Via Microsoft Teams
You can set up email templates to use when sending out emails requesting feedback via one of your Dynamics 365 Customer Voice surveys. They are pretty easy to create, but did you know you can use HTML you’ve perhaps created elsewhere and just add that in to create a new custom template? Let’s look at … Continue reading Creating HTML Email Templates In D365 Customer Voice
Creating a carefully crafted survey to send out to your customers can take time. So can filling out that survey! Although you might try to keep it concise, sometimes you need a survey that has a lot of questions and even multiple pages. If it makes sense for your survey, you can now allow for … Continue reading Save Survey Progress In D365 Customer Voice
We’ve had the ability to add a custom thank you message to be displayed once a respondent has submitted a survey in Forms Pro, but now in Customer Voice, we can create a customised message that will be displayed instead. We can use variables and responses to specific questions to determine what message will be … Continue reading Adding A Customised Message To The End Of Your D365 Customer Voice Survey
We can mask and unmask content in Microsoft Clarity. This gives us the ability to determine what text or values from our site is captured in a recording or heatmap and can be viewed within Clarity. The method I wrote about previously uses a div attribute that must be added directly to the code on … Continue reading Masking Mode In Microsoft Clarity
If you have a website, and you haven’t yet looked at Microsoft Clarity, I suggest you check it out. I’ve written a bunch of posts and created videos on the subject for you to get started. As and when I notice new functionality, I’ll add to the list of learning resources for anyone wanting to … Continue reading Scroll Heatmaps In Microsoft Clarity