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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Send Session Reminder Email After Event Check-in For In-Person Events

Back with another post that focuses on Event Management and different approaches you can take. This one was inspired by a question from a reader on one of my blogs, and also a recent reminder from Malin Martnes on one of her posts about using Lists in emails. The reader wanted to know if when … Continue reading Send Session Reminder Email After Event Check-in For In-Person Events

Predefined Placeholder Access In Customer Insights – Journeys

One of the cool things you can use in Emails in Realtime Marketing (in the Customer Insights – Journeys) app is personalisation. Accessing data is pretty simple, and Microsoft have even provided a list of pre-defined values for you such as Full Name and First Name to add to your emails. You can also add … Continue reading Predefined Placeholder Access In Customer Insights – Journeys

WordPress Mobile App Issue – Username Password Isn’t Associated With This Site

Very off-brand with this post, but as usual, if this is something that I had an issue with and took me a while to figure out, I guess it could be the same for someone else. So if it is a help to anyone, that’s great! I use WordPress for my website which I love, … Continue reading WordPress Mobile App Issue – Username Password Isn’t Associated With This Site

Using Inline Conditions In Email Subjects -Customer Insights Journeys

There are so many options in Realtime Marketing emails for creating conditional and personalised content. Most of it is pretty easy to add, and a few clicks of buttons and you’re on your way. What about when it comes to determining what goes in to the subject or preview text of the email? It’s not … Continue reading Using Inline Conditions In Email Subjects -Customer Insights Journeys

Moving Documents From One File Column To Another Using Power Automate

I’m working on a project that has a requirement to move a file from a file column (field) on one table (entity) to a file column of the same name on a different table. There is no way to map these fields using the standard Dataverse mapping functionality, and using Power Automate presented challenges and … Continue reading Moving Documents From One File Column To Another Using Power Automate

Using The Pipeline View To Manage Your Opportunities

If you’ve only read my content for the past few years, you might be forgiven for thinking that the ‘only thing’ I work on is Marketing (Customer Insights – Journeys). I started my CRM/D365 life working on Sales and Customer Service, love to work on Portals projects, use Power Automate and many other Microsoft products … Continue reading Using The Pipeline View To Manage Your Opportunities

Checking Contact Attributes Or Contact Point Consent Records In Realtime Marketing

If you aren’t already aware, it’s good to understand the difference between how consent is handled in Outbound Marketing vs. Realtime Marketing specifically for Contacts. Outbound looks at three different fields on the Contact record. You have a an Email field, Bulk Email field and Allow Tracking field. All are set to either Allow or … Continue reading Checking Contact Attributes Or Contact Point Consent Records In Realtime Marketing

Sending Event Registration QR Code Via SMS

In previous posts we’ve looked at sending out Event Registration information dynamically rather than needing to create emails individually for different Events. Also, the difference between doing a button with ‘Add To Calendar’ and also pulling in the right QR code. I was asked by a blog reader, how can we text the QR code … Continue reading Sending Event Registration QR Code Via SMS

Send Unique Event Registration Response With QR Code Using No Code

I’ve written about using the out of the box Marketing Event Registration Created trigger to create emails that can be used in one Journey and still make sure the information in those emails is unique and related to the Event that was registered for. This is a cool feature and great way to just set … Continue reading Send Unique Event Registration Response With QR Code Using No Code

Send Unique Event Registration Response Emails For Each Event Using No Code

Back in June 2022, I wrote a blog showing how you could create a custom trigger, and build a couple of flows in Power Automate to generate one journey for ALL of your Events if you wanted to. The challenge otherwise was there was no way to get a unique ics file for each person … Continue reading Send Unique Event Registration Response Emails For Each Event Using No Code