Tips, tricks and ideas for non developer geeks
There are currently 480 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).
I love our community that blogs about and shares content on the Power Platform. It’s awesome having others there who are able to help or we can collaborate with. Amey Holden is one of those people for me. She and I have worked through challenges with marketing forms in Customer Insights – Journeys and also … Continue reading Display Custom Message When Marketing Form Blocked By Browser
You might have several different forms that allow someone to opt in to specific Topics in Realtime Marketing. Perhaps you even have some of those Topics hidden and are opting people in automatically when the form is submitted. What if you want to have the person go through a Journey and send them a thank … Continue reading Trigger Journey After Topic Is Opted In To
I recently worked with a client who are using Microsoft Bookings to allow someone to book a demo via a link on their website. They are also then manually adding a new Lead (or Contact) in to Dynamics 365. As they’ve begun using D365 Marketing (Customer Insights Journeys), and the person is agreeing to terms … Continue reading D365 Marketing Consent and Microsoft Bookings
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
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
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
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
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
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
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
