Tips, tricks and ideas for non developer geeks
There are currently 556 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).
Have you ever bought a product or used a service from an organisation, then had a follow up request for a review on Trustpilot? Most of us have, but if you are not sure what Trustpilot is, it’s an independent review process which aims to help consumers make educated decisions on their next purchase or … Continue reading Send Trustpilot Invitations Using Realtime Marketing Triggers
For anyone using the Sales Accelerator functionality AND Customer Insights Journeys, you may have a need to add Contacts or Leads to a sequence as part of a Journey. Consider someone new who has subscribed, perhaps you want to put them in a nurture journey of some kind. There are ways this could be done … Continue reading Add To A Sales Sequence Via Customer Insights Trigger
Are you using the Event Registration Forms with Sessions in Customer Insights – Journeys yet? I wrote about how you can format it nicely in a previous post, but one thing that bugs me about the form is the way the session date is displayed. It’s in US format (month, day, year) with no way … Continue reading Change Session Date Format On Event Registration Forms
If you are a Customer Insights – Journeys user, this is not to be confused with Lead Scoring, but it could be something used in addition or to compliment the Lead Scoring. Or, just use it on its own as part of the premium Sales Insights features. From Microsoft, Predictive lead scoring uses a predictive … Continue reading Using Predictive Models for Lead & Opportunity Scoring
A lot of blogs I write are born from my own frustration or desire to automate something. For this one, I had often wished we had the ability to use an RSS feed to send out emails to Leads or Contacts in D365 using Customer Insights – Journeys. Out of the box there is no … Continue reading Send Blog Post Emails Via RSS Feeds And Realtime Marketing Journeys
There was a recent announcement from Microsoft that starting in August 2025, Power Automate flows with HTTP triggers or Teams Webhook triggers that have logic.azure.com in the URL will move to a new URL. The documentation helpfully explained that you would see the new URL in the HTTP URL field of the flow’s trigger when … Continue reading Easily Find Your Flows That Use HTTP Triggers
Have you seen the latest Default registration form with Sessions? It’s great that people can pick and choose which sessions to register for, giving them the freedom to pick and choose where to spend their time at your event. However, the way your form looks is important, and out of the box it might not … Continue reading Format Sessions & Confirmation Message On Event Registration Form
If you’ve been using sequences, one of the things that is going to be useful is the sequence reporting, an out of the box Power BI report that is embedded in to the Sales Hub app. It will show things like the Lead conversion rate, sequence success rate, and opportunity to win ratio. It can … Continue reading Enabling & Understanding Sales Sequence Reporting In Dynamics 365
If you have used the Event Management functionality in Customer Insights – Journeys, you may have also set up sessions. Sessions can also be linked to Speakers, creating Speaker Engagement records showing which Speaker is presenting on which Session. This information can then be displayed on your Invitation emails, thank you for registering and reminder … Continue reading Change Order Of Event Speakers On Invitation Emails In Customer Insights Journeys
The Sales Accelerator and Sales Sequence items are in the Sales Hub model-driven app by default. This is great if that is the app your sales managers and director are using, but what if you have a custom app? What a pain to have to switch back and forth between them. Fear not, we can … Continue reading Adding Sales Accelerator Items To A Model-driven App
