Tips, tricks and ideas for non developer geeks
There are currently 449 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).
In November 2020, Microsoft introduced a new and improved Relevance Search experience to customer engagement apps (Dynamics 365 Sales, Customer Service, Field Service, Marketing & Project Service Automation). Enabling the new Relevance Search experience is easy, and gives users a search toolbar in the middle of their model-driven Power App, with an intuitive, familiar and … Continue reading Query Syntax For Relevance Search In Customer Engagement Apps
If you’ve been following along and listening to The UP Podcast, with my good friend Lisa Crosbie, you’ll know that this week marked our last one for 2020. We’ve had such fun this year, and honestly, some weeks it’s been the shining point, and something we both looked forward to. It’s helped us both through … Continue reading The Culture Of One
In a previous post, I’ve reviewed and explained how to set up and use Satisfaction Metrics in Dynamics 365 Customer Voice. This is a great way to really understand just how happy, or unhappy your customers are. We can also create alerts in Customer Voice, giving us the ability to stay up to date when … Continue reading Creating Alert Rules & Managing Alerts In D365 Customer Voice
I hesitated with this blog post… because I missed the change in functionality when it first released and was actually behind the times. Coming back to my overall belief that if it was new to me, it is likely new to, at minimum, a few other people out there, I figured I would still publish … Continue reading Save A Filtered View As A New View In A Model-driven App
If you’ve been following along in the Microsoft Clarity blog series I have been doing, and you also work in the Power Platform world, you might have started thinking, oooh, I wonder if I could use this in a Power Apps Portal? The answer is YES, and combined with adding in some Custom Tags, it’s … Continue reading Microsoft Clarity & Power Apps Portals
If you aren’t already aware, you can import a list of Contacts to Dynamics 365 Customer Voice containing their name and email address, and then send them an email with a link to take a survey. You can then use the name as a variable in the survey or email template, but that’s it…. or … Continue reading Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice
We’ve got tons of way to filter data in Microsoft Clarity, including standard filters, and advanced filters. What if you want to add some additional filters? Well you can, if you add custom tags. How easy is it to do that? Well, pretty easy if you understand what you want to capture AND you know … Continue reading Adding Custom Tags To Use With Microsoft Clarity
In a previous post, I covered the filters in Microsoft Clarity. You have a ton of them that can be used to filter the data when reviewing the Dashboard, Recordings and the Heatmaps. There is also a set of Advanced Filters which can be used on the Dashboard and the Recordings (not on the Heatmaps … Continue reading Using Advanced Filters In Microsoft Clarity
One of the coolest things about Microsoft Clarity is also one of the things I find the creepiest, and that’s the ability to sit and watch recordings of your website visitors and see how they interact with the pages. It’s very useful and gives fantastic insight. What about the data that is being sent back? … Continue reading Mask And Unmask Content In Microsoft Clarity
There are a ton of ways to filter the data being displayed on the dashboard in Microsoft Clarity. You’ve got the same set of filters also used to narrow or broaden the data viewed for recordings. Heatmaps can also be filtered, although don’t have all the same filters available as the dashboard and recordings. In … Continue reading Applying Filters To Data In Microsoft Clarity
