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).
When creating your marketing forms in Customer Insights – Journeys, you have choices in terms of the types of fields you can add. You’ve got lookup fields you can add, choice fields you can display as drop downs, yes/no fields you can show as radio buttons and so on. If your organisation collects feedback to … Continue reading Collecting Net Promoter Score Feedback Using Realtime Marketing Forms
Users can manage their Sales Sequence activities using the Sales accelerator work list which is great. However, what if they just want a list of all the Leads or Contacts (or other entity) that are currently in an active Sales Sequence, and what step of the sequence they are in? Or their manager wants to … Continue reading Add Sales Sequence Information To A D365 View
If you offer multiple email topics or purposes, there’s bound to be some overlap. But promoting Purpose B to someone already subscribed to Purpose B? Not a great look. In this post, we’ll explore how to convert non-subscribers without awkwardly pitching to those already on the list using conditional content. Let’s take a look! In … Continue reading Convert Non-Subscribers Via Your Emails With Customer Insights Journeys
Back in 2022 I wrote a post on how to manage accounts and contacts using Power Automate. Each time a new Contact is created the flow would use the email address to check and see if a related Account record already existed in Dataverse (D365) and link it directly to the record. If not, it … Continue reading Update Company Information On Accounts In Dataverse Using Data8
This post has come out of my own frustration that I forget to change the end year and update copyright information at the bottom of emails. Typically a company will have the copyright symbol, their founding or ‘start year’ along with the current year then something like ‘All Rights Reserved’. You set the current year … Continue reading Update Copyright Content Block With Current Year Dynamically
All of the posts in this series about Sales Accelerator and Sales Sequences have focused on the Sales Hub app so far. That’s great if that’s what you are using, but what about organisations with custom forms or a custom model-driven app? Don’t worry, we can add components that users can take advantage of in … Continue reading Add Sales Sequence ‘Up Next’ Section To D365 Form
If you send emails to Leads or Contacts with a Gmail or Yahoo account, I really hope you are aware of one-click unsubscribe. This was implemented in 2024 and made a requirement by Google that all commercial and promotional emails include the ability for someone to unsubscribe with just one click. This isn’t the same … Continue reading One-click Unsubscribe Experience For Your Subscribers – Customer Insights Journeys
As you start to use the Sales Sequence functionality in the D365 Sales Accelerator, you might find you have a lot of information that really use a quick and easy way to sort and categorise things. This is where tags can come in to help you filter and find them in a list a little … Continue reading Creating Sales Sequence Tags in Dynamics 365
One of the things I like about the Realtime marketing forms is that all of the submissions are stored automatically, no need to turn them on or off. This means we can review if there are any failures along with the successful submissions. However, one thing I don’t like is that you need to go … Continue reading Add Form Submission Counts To Marketing Form Views
Once you really start to use the Sales Accelerator functionality in Dynamics 365 and your users have work items (activities) they need to work through, there might be a LOT for them to review. As an Administrator, one way you can make things a little easier is to set up and customise filters & sort … Continue reading Creating New Filters & Sort Options For Sales Sequence Work Items In Dynamics 365
