Tips, tricks and ideas for non developer geeks
There are currently 234 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, Marketing and of course, Forms Pro.
I’ve written about, and done presentations on using Variables in your Forms Pro surveys. We can use them in so many places, but one area that was lacking was the ability to pass through a variable and then use it in a branching rule. This would then give us the ability to show or hide … Continue reading Combining Variables And Branching Rules
When using Forms Pro and sharing surveys to request feedback, the goal is to get responses, and the more you get, the better in terms of being able to analyse and improve. With the standard level of responses (meaning you aren’t paying any extra), you get 2,000 a month. So how do you keep an … Continue reading Create A Survey Dashboard To View Response Levels
In a previous post, we reviewed how to create Azure Blob Storage to use with your Dynamics 365 Marketing data. We can set it up and then use with Power BI which is awesome…. but surely if we have access to the data we can then do other things, like access CDS data related to … Continue reading Accessing Dynamics Marketing Data To Update CDS Data
One of the aspects of Microsoft Dynamics 365 Marketing that’s important to understand is the way in which the data is stored. Unlike other aspects of Dynamics and the Common Data Service (CDS), the data for Marketing is stored in Microsoft Azure services. Although insights and analytics are surfaced and displayed within the marketing app, … Continue reading Setting Up Azure Blob Storage To Use With Dynamics 365 Marketing
In a previous post, we looked at creating a new form layout to view Forms Pro survey responses. We can do cool things with other Forms Pro entities, providing valuable and meaningful information to end-users. In order to do this, you will need to have a license for Power Apps or be a Dynamics 365 … Continue reading Creating A Forms Pro Survey Summary Form
Each week, I take a look at my website statistics in Google Analytics, and I view the top 25 blog posts. Without fail, at least one or two of them relate to writing reports using FetchXML, a proprietary query language used in the Common Data Service. If you are a Dynamics 365 user, you might … Continue reading SSRS Reports For CDS & D365 Using FetchXML
Forms Pro is built on the Common Data Service. This means that all of the entities (survey, survey response, survey invites, survey questions etc.) are all accessible if you have a license to create Power Apps. If you are a Dynamics 365 Customer Engagement customer, you hopefully already know this. The entities were all locked … Continue reading Formatting Forms Pro Entity Forms
If you want to link your organisations’ domain in the Dynamics Marketing App, there are a couple of things to consider and understand. It’s important to know what you are linking, and why. There are two places where your domain is important, Authenticated Domains and Marketing Websites. Let’s look at both, and see how and … Continue reading Domains & Websites In Dynamics Marketing
I’ve used the Dynamics Marketing app for some time, and implemented it several times, and you might not know this, but I also write about Microsoft Forms Pro 🙂 – so it’s perfect that we can now combine the two! With a recent release for the Marketing app, you can get it installed in your … Continue reading Forms Pro & Dynamics 365 Marketing
If you haven’t already done so, if you use Dynamics 365 Customer Engagement, you SHOULD be using a Unified Interface App of some kind. If you are a System Administrator, you know that to get to administrator type things (technical term 😉 ), you are hopefully going to the Power Platform Admin centre. If not, … Continue reading Accessing Admin Areas From A Unified Interface App
