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).
If you want to link your organisations’ domain in the Dynamics Marketing App, there are a couple of things to consider and understand. It’s important to know what you are linking, and why. There are two places where your domain is important, Authenticated Domains and Marketing Websites. Let’s look at both, and see how and … Continue reading Domains & Websites In Dynamics Marketing
I’ve used the Dynamics Marketing app for some time, and implemented it several times, and you might not know this, but I also write about Microsoft Forms Pro 🙂 – so it’s perfect that we can now combine the two! With a recent release for the Marketing app, you can get it installed in your … Continue reading Forms Pro & Dynamics 365 Marketing
If you haven’t already done so, if you use Dynamics 365 Customer Engagement, you SHOULD be using a Unified Interface App of some kind. If you are a System Administrator, you know that to get to administrator type things (technical term 😉 ), you are hopefully going to the Power Platform Admin centre. If not, … Continue reading Accessing Admin Areas From A Unified Interface App
We send out emails and assume they get to their desired destination. Every so often you might get some kind of notification if the recipient’s email address is wrong, or no longer exists… but then that’s an issue on their side. What about the times your emails are not received? How do you know? What … Continue reading Why Are My Emails Going To Junk?
If you are using the Dynamics Marketing App, you will be familiar with creating Segments. For those who haven’t delved into that world, or are just getting started, a Segment is created using the marketing insights service, and compiled with a query builder tool embedded directly within a segment. While recently creating a segment that … Continue reading Adding Additional Entities For Segment Searches
Right now, the world is in a very strange place. We are each trying to find our new normal. You might be lucky, and can carry on doing what you’ve always done, working from home on projects you love. You could also have found yourself with less, or even no work depending on the industry … Continue reading It’s Time To Learn
I’ve written so much about variables in Forms Pro and what you can do with them. After a chat with Welly Lee, Head of Product for Forms Pro at Microsoft, he shared yet another way we can use variables to create personalised surveys, and pass hidden variables back through survey responses. In this post, we … Continue reading Passing Variables Through The Forms Pro Survey URL
I recently came across a situation with a client using a Unified Interface app and using email templates on emails sent from cases. When creating an email and choosing the insert template option, there was just no way to find and pick from the case related email templates that should have been available. Although this … Continue reading Issues Selecting Email Templates For Regarding Entities
Using variables in your Forms Pro surveys is essential when creating a personalised experience for your respondents. There are so many ways to use them to display data in both email templates and surveys, but they can also be used to determine which language to display the survey in on a person by person basis. … Continue reading Using The Locale Variable To Send Multilingual Emails & Surveys
If you have been using Forms Pro for any length of time, you should know that the power of the survey tool lies in the ability to run flows to send survey invitations and to run flows when survey responses are received. Your flows to send out the invites should be set up when specific … Continue reading Triggering Power Automate For A Specific Survey
