There are currently 477 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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Creating Alert Rules & Managing Alerts In D365 Customer Voice

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

Save A Filtered View As A New View In A Model-driven App

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

Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice

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

Understanding Heatmaps In Microsoft Clarity

We’ve seen recordings in Clarity, and the integration Microsoft Clarity has with Google Analytics. Next, let’s take a look at heatmaps. Heatmaps are not new, with many great email marketing products including them to see where on your emails the recipients clicked and interacted. It’s a way to visualise your email to gauge how successful … Continue reading Understanding Heatmaps In Microsoft Clarity

Google Analytics Integration With Microsoft Clarity

I’ve mentioned before, Microsoft Clarity is not a replacement for Google Analytics, nor is it a comparable product. Instead, it should be used in addition to Google Analytics. In fact, there is a Google Analytics integration from Microsoft Clarity. Connecting the two products provides a session playback link within Google Analytics which can be added … Continue reading Google Analytics Integration With Microsoft Clarity