Tips, tricks and ideas for non developer geeks
There are currently 489 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).
Microsoft Forms has been around since 2016. In walks Microsoft Forms Pro in 2019, then it’s changed to Dynamics 365 Customer Voice in July 2020. I created a comparison table for Forms VS Forms Pro, which is now out of date and redundant. So, what is the difference between Forms and Customer Voice? Microsoft Forms … Continue reading Forms VS D365 Customer Voice – What Is The Difference?
In another post, I provided an overview of how Satisfaction Metrics are set up and then captured on Surveys and Projects in Customer Voice. Once a survey response is submitted by a respondent, this creates a Customer Voice Survey Response record in the corresponding Common Data Service environment. If Satisfaction Metrics were set up for … Continue reading Creating Actions Triggered by Satisfaction Metric Values in Customer Voice
You might already know that Emojis can be used in the Power Platform. If not, then you can read all about it here, and read the first post I wrote about Emojis and using them in Optionsets. Using emojis is fun, but I’ve also seen (and used them myself) them used for serious, legitimate real-world … Continue reading Using Different Fonts In The Power Platform
In the latest video on Personal Brand, I got to chat with Amy Sewell and got a unique insight and perspective from someone teaching a course on the subject. In this video, I’ve got a well-known name from the Power Platform Community, Senior Product Evangelist from Microsoft, Jon Levesque. Jon really brought the Flow/Power Automate … Continue reading A Chat With Jon Levesque – Personal Brand Series
In the past blog and videos in my Personal Brand Series, I’ve talked about the approaches you can take to building your own brand, creating your website and using social media. I also had a chat with Amy Sewell, a Brand Communication Consultant. Amy represents retailers and consumer brands on TV newscasts and lifestyle shows. … Continue reading A Chat With Amy Sewell – Personal Brand Series
Dynamics 365 Customer Voice has a fantastic feature that never existed in Forms Pro OR in Voice of the Customer, and that’s Satisfaction Metrics. You can use specific questions to add up to 10 metrics to a project, giving an organization the ability to track the levels of satisfaction in a variety of ways. Three … Continue reading Overview Of Satisfaction Metrics in D365 Customer Voice
Part Three of my series covers Social Media. Which platforms should you use, and how should you use them? Is creating a fun and clever handle a good idea, or should you just go with your own first and last name? I’ve put together some thoughts on how to get started, what I think is … Continue reading Using Social Media – Personal Brand Series
*** UPDATE *** – it seems that although you can add the Email Signatures option to your sitemap, the ability to add individual signatures will only be available for Wave 2 2020. So, if you haven’t opted in to it yet, you won’t be able to take this approach until you do that (which you … Continue reading Email Signatures with Images & Hyperlinks – Part Two
Part Two of my series all about building and marketing your own personal brand is all about creating your own website. I’ve put together some thoughts on how to get started, what I think is important, and included some thoughts from some friends. You can check out the video on YouTube!
If you’ve worked on any projects for Customer Service, and Case Management, or you are responsible for this specific area within your organisation, you likely set up a holiday schedule and customer service schedule and then forgot about it. It’s likely going to be an area you look at once or twice a year. Adding … Continue reading Adding Customer Service & Holiday Schedules in Dynamics 365 UI
