There are currently 459 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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Send Unique Event Registration Response With QR Code Using No Code

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 and still make sure the information in those emails is unique and related to the Event that was registered for. This is a cool feature and great way to just set … Continue reading Send Unique Event Registration Response With QR Code Using No Code

Send Unique Event Registration Response Emails For Each Event Using No Code

Back in June 2022, I wrote a blog showing how you could create a custom trigger, and build a couple of flows in Power Automate to generate one journey for ALL of your Events if you wanted to. The challenge otherwise was there was no way to get a unique ics file for each person … Continue reading Send Unique Event Registration Response Emails For Each Event Using No Code

Removing Issues With Mobile Phone Numbers On Realtime Forms

There can be challenges when capturing a mobile phone number from a Realtime Marketing form in Customer Insights – Journeys (D365 Marketing). Some of these issues you might not even be aware of. Jake Chen detailed the problems in a recent blog post walking through what happens when turning off the built in validation on … Continue reading Removing Issues With Mobile Phone Numbers On Realtime Forms

No More Dynamics 365 For Phones & Tablets From April 2024

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 just happen to find later. This is one of those things, and I figure if it passed me by, it’s likely the same for others. So sharing just in case you … Continue reading No More Dynamics 365 For Phones & Tablets From April 2024

Auto Responder Emails For Gated Content Via Realtime Forms

Triggers in the Marketing App (Customer Insights – Journeys) are pretty awesome. They can be used to create what can be a very manually arduous task and turn it in to something automated that can just run on it’s own with you needing to step in and set stuff up. Even better, there are quite … Continue reading Auto Responder Emails For Gated Content Via Realtime Forms

Removing Email Addresses From Suppression In D365 Marketing

In a previous post, I reviewed the ability to manage consent from Contact and Lead records in Customer Insights – Journeys (D365 Marketing). As of the time of writing this post, that is still a preview feature for removing email addresses from suppression. Another preview feature is the ability to remove email addresses from suppression, … Continue reading Removing Email Addresses From Suppression In D365 Marketing

Access To Manage Consent From Lead And Contact Records

The March 2024 release for Customer Insights – Journeys includes a much awaited for feature. The ability to manage consent from Lead and Contact records is finally here! It is this feature from the Wave 1 2024 release plan, and the documentation can be found here. However, with many things, there is more to learn … Continue reading Access To Manage Consent From Lead And Contact Records

Resolving Error While Creating Target Entity Issue on Realtime Marketing Form Submissions

I’m hoping this helps people who have scratched their head for ages wondering why their Leads or Contacts are not being created when someone submits a Realtime Marketing Form. This has actually occurred for two different clients in a given week, so time for a post about. All you see is that the form submission … Continue reading Resolving Error While Creating Target Entity Issue on Realtime Marketing Form Submissions

Using Google Tag Manager For Your Realtime Marketing Form Scripts

I’ve shared information on getting set up with Google Tag Manager in the past, and also on how to add different scripts to work with your Realtime Marketing scripts. In this post I will show you how you can include all of your form related scripts to run using Google Tag Manager (GTM). This means … Continue reading Using Google Tag Manager For Your Realtime Marketing Form Scripts

Internal Notification Emails For Event Forms In Realtime Marketing

I’ve previously written about creating internal notification email for Realtime Marketing Form Submissions. This post is an extension of that, and covers the scenario of someone submitting a Realtime form that is actually an event Registration form. You can use just one form for events, and link it to multiple events. If you get form … Continue reading Internal Notification Emails For Event Forms In Realtime Marketing