I was asked recently by a client as to how a date field could be populated with TODAY’s date on a D365 Marketing Form. Easy I thought, we can just set a default value, just like you can with an Optionset/Choice field, or populating some default text on other fields. Should be easy. Is it … Continue reading Defaulting Date Fields On D365 Marketing Forms

If you take a moment to create a Lead or a Contact in your D365 environment, you will likely have some fields that are required. They could be the standard default required fields (Last Name on Lead for example), or your system administrator may have made other fields required as part of a specific business … Continue reading Handling Required Fields & Marketing Forms

In a previous post, we looked at how to set up your own custom subscription center page. Giving your Contacts the ability to add or remove themselves from various subscription lists makes it easy for them, and means you don’t have to do lots of manual work. However, what about when you first start introducing … Continue reading Adding Existing Contacts To Subscription Lists

When adding a button to your marketing emails in the D365 Marketing App, there are quite a few options available. Most of them are very specific in terms of their functionality, and at first glance the URL option might seem relatively simple. However, this option can be pretty flexible with some knowledge of how the … Continue reading Five Ways To Use Buttons In D365 Marketing

For any organisation creating content and planning on using that content in their marketing efforts, making sure you are reaching people who actually want that content is key. Although it would be nice to think all of my own subscribers want ALL of my content, that would be naïve and slightly short-sighted. With that in … Continue reading Setting Up Your Custom Subscription Page In D365 Marketing

I think we’ve all received marketing emails from organisations that look a little strange. Blank spaces where perhaps it should have had information populate, but the data they have isn’t accurate. Depending on the set up of a specific Dynamics 365 environment, it could be that certain fields have not been filled out on your … Continue reading Setting Default Fallback Values On D365 Marketing Emails

If you are sending out D365 Customer Voice survey requests via D365 Marketing (like I showed in this blog here), you might have noticed that all of the responses in D365 Customer Voice show as Marketing respondent, with no name linked to them. Opening up a response shows the First Name and Last Name as … Continue reading Updating D365 Customer Voice Marketing Respondents In D365 Marketing