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).
Using Variables in Forms Pro gives form creators a way to personalise surveys being sent to respondents. Since Forms Pro first came on the scene, variables have existed and could be added to a survey, but it was limited. Gradually we have seen more and more options added, with variables becoming increasingly more flexible. I’ve … Continue reading Ten Ways To Use Variables In Forms Pro
OK so Easter happened a few weeks back now, but let’s just pretend for a moment it didn’t, and this post is topical in terms of my imagery ????????????. If an organisation is planning out their marketing emails and using Dynamics 365 for Marketing, they might want to prepare campaigns that use different images based … Continue reading Using Fields To Display Dynamic Images In Marketing Emails
Getting your marketing emails right is important. How you address a client or prospect shows how much you really care about your data, and also shows how professional you may or may not be! How are you addressing people in YOUR emails? Are you using their name? What if you don’t have their first name, … Continue reading Using Conditional Statements For Email Recipient Salutations
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
