There are currently 254 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.

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Using Microsoft Bookings In Microsoft Teams

As of April 2020, Microsoft stated that over 75 million daily active users were using Microsoft Teams. That’s staggering! Stands to reason that you might then want to add Microsoft Bookings into Microsoft Teams. This way it can be accessed directly while employees are managing their day and working on other things. It’s a nice … Continue reading Using Microsoft Bookings In Microsoft Teams

Microsoft Booking Experience For Customers & Staff

Now on to the real stuff with Microsoft Bookings, and understanding the experience for both your Customers and your Staff. When a customer books an appointment, it’s good to understand the process they will follow, and also what will then happen once that appointment comes through. Depending on the settings on the services and for … Continue reading Microsoft Booking Experience For Customers & Staff

Managing Your Team & Staff Members In Microsoft Bookings

Now that we have Microsoft Bookings set up, and the services offered all added, the staff members can be reviewed. We can add, remove and edit information, making sure the right people are selected and made available for customers to book time and appointments with. Adding them at the Staff level then means we can … Continue reading Managing Your Team & Staff Members In Microsoft Bookings

The Upgrade Process From Forms Pro To Customer Voice

If you are currently a Forms Pro customer, hopefully, you didn’t miss the announcement a few weeks ago: Forms Pro is becoming Dynamics 365 Customer Voice. Upgrades will begin in August, but what should you expect? Let’s take a quick look. Once your transition has occurred and you go to https://forms.office.com/ you will see a … Continue reading The Upgrade Process From Forms Pro To Customer Voice

Forms Pro Becomes Customer Voice

What? Why? When? All valid questions. During the Inspire event (July 21st 2020) Microsoft made a massive announcement about changes coming to their survey and feedback offering. It seems like about a year ago that Microsoft launched Forms Pro (pretty much give or take a few weeks!), which provided functionality tied into the Common Data … Continue reading Forms Pro Becomes Customer Voice

Using Google Analytics & Google Tag Manager In A Dynamics Portal

In June 2020, I put together a 30-day series that covered Google Analytics. Since then, I have had several questions about how you can add it to a Dynamics Portal, but using Google Tag Manager. So a quick blog and video hopefully will help! Here are the main points, but the video walks through the … Continue reading Using Google Analytics & Google Tag Manager In A Dynamics Portal