Tips, tricks and ideas for non developer geeks
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).
When setting up Google Analytics, a default View of the data is created. This view is of All Website Data for the property you added. So, we can see everything for the website no matter which pages they visited. While this is great, sometimes you just want to look at one specific area of the … Continue reading Part 4 – Creating Additional Filtered Views Of Website Data
When sending out emails using the Dynamics 365 for Marketing app, a Customer Journey is needed each time. For each Customer Journey, you must determine the Content Settings to use for the entirety of the journey. Your Content Settings hold things like the organisations address, social media links, the subscription centre and a link for … Continue reading Using Content Settings For Dynamic Social Profile Links
So we’ve got Google Analytics tracking code added to our website, and we’ve filtered out our own IP address, and hopefully, we are getting visits to our website (even if it’s just your Dad and your brother to get started with!). One of the sections in Google Analytics that’s kind of the most fun, and … Continue reading Part 3 – Reviewing Realtime Data In Google Analytics
Recently I was asked by someone how they could show some of the responses from a Forms Pro survey directly on a Case record. You can easily set a Survey Invitation regarding a case, and the corresponding Survey Response also comes back linked to the case. That’s simple to do (see here and here), but … Continue reading Display Survey Response Details On Case Record
We are going to dig into SO MUCH functionality in this Google Analytics series, but first, we need to look at some of the not so exciting stuff so we can make it work in the best way possible for us. Now, if you’ve just started out in your blogging journey, or are creating a … Continue reading Part 2 – Filter Out Your Own IP Address From Your Website Traffic
You’ve got a great website, perhaps it’s brand new and you are dipping your toe into the world of blogging? Maybe you are working on a project and implementing a Power Apps Portal and your client wants to track visits to the site. Whatever your website situation, using Google Analytics is a great option for … Continue reading Part 1 -Setting Up Google Analytics On Your Website
We’ve all been sent marketing emails that we ignore, no one is immune. How can we make sure that the emails WE send from Dynamics 365 for Marketing have more chance of being opened… and even more important, being read! The sender of an email is a good place to start. Are you just sending … Continue reading Sending Emails From The Contact Owner With D365 Marketing
After changes were made to the Forms Pro entities so that they could be edited, I’ve thought of different ways that could help people trying to review and monitor the number of survey responses received. As standard, there are 2,000 responses a month that can be received (you can increase this as needed). In another … Continue reading Setting Up Notifications For Approaching Survey Response Limits
If you have a survey in Forms Pro there might be occasion where you would like to have different text or instructions displayed to the respondents depending on how they answer specific questions. We have a way we can do this by using a Choice question and Branching Rules to determine what gets displayed. First … Continue reading Displaying Information Using Branching Rules & Choice Questions
In a previous post, we reviewed how to display dynamic images in D365 for Marketing emails. This was done using images stored on a web server, named a specific way which could then be pulled in if they matched a value on an option set field. In this post, we will look at how you … Continue reading Displaying Dynamic Images Using Content Blocks
