There are currently 443 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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What Is The Correct Layout For Your Marketing Forms?

Did you know there is a right way to add the fields to your marketing forms in Real-time Marketing? It might not be immediately obvious but the order in which you add the fields and the overall layout you pick can make a different to your customers or prospects filling out the form, and even … Continue reading What Is The Correct Layout For Your Marketing Forms?

Including Purposes & Topics In Real-time Marketing Segments

Compliance Series This is number five in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR Adding Additional Compliance Profiles STEP FIVE ** … Continue reading Including Purposes & Topics In Real-time Marketing Segments

Verify Email Address Input On Real-time Marketing Form

Often on web forms you will have the email address field, then another one to ask the submitter to confirm their email again. The two fields will be used to validate and make sure they are the same. I was asked if it could be done with a marketing form in D365 Marketing/Customer Insights and … Continue reading Verify Email Address Input On Real-time Marketing Form

8 Ways To Use Standard Event Based Triggers In Your Realtime Journeys

There are three out of the box standard triggers that relate to Events in Customer Insights Journeys (D365 Marketing). One for an Event Registration Created, one for Event Registration Cancelled and one for an Event Check-In. When building your Journeys to cover an Event, all three can be used in a combination of ways and … Continue reading 8 Ways To Use Standard Event Based Triggers In Your Realtime Journeys

Installing Updates For D365 Marketing AKA Customer Insights Journeys

Quick little post for you on a few changes when you manage and are installing updates for D365 Marketing (yes, I know, Customer Insights Journeys but I still can’t let go of it yet). The process is pretty much the same, but the screens are definitely different, AND there is now a place to manage … Continue reading Installing Updates For D365 Marketing AKA Customer Insights Journeys

How To Create Real-time Marketing Landing Pages

I’ve written about creating real-time marketing forms in D365 Marketing many times now, but for all of those posts I’ve always referred to using the JavaScript to then embed the form in a page on a website. What if you want to use the form as a stand alone landing page instead? Did you know … Continue reading How To Create Real-time Marketing Landing Pages

Including Event Session Information On Your Power Page Website

So far in this series on creating an Events Portal using a Power Page Website we’ve looked at creating an overview of Events, navigating to a single event and registering using one event registration form, displaying details of the event, the event host, and the event speakers. In this post we will look at displaying … Continue reading Including Event Session Information On Your Power Page Website

Adding Additional Compliance Profiles

Compliance Series This is number four in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR ** Adding Additional Compliance Profiles ** STEP … Continue reading Adding Additional Compliance Profiles

Displaying The Event Host On An Individual Event Overview Page

In my Events Portal series so far, we’ve looked at how an Events Overview page can be created, how to pass through values to an individual Event record to display the right details, and added a section to display any speakers that might be a part of the event. What about the person hosting the … Continue reading Displaying The Event Host On An Individual Event Overview Page

Send Emails Using Different Lead Recipient Fields In Journeys

Customers using Dynamics 365 are in all kinds of industries with all kinds of use cases and requirements. Standard out of the box fields can be find for one company while another may need custom fields added to tables to capture more than basic data. You may need to email the main email address sometimes, … Continue reading Send Emails Using Different Lead Recipient Fields In Journeys