Tips, tricks and ideas for non developer geeks
There are currently 572 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).
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
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
