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).
While scrolling through Instagram recently, I saw an ad for a newsletter for cat knowledge and tips. As the owner of two kittens, I thought why not! It was good ad placement and I also wanted to see how their ‘subscribe’ option worked. I clicked the button and it pulled in my name and email … Continue reading Add Facebook Leads With Consent To Customer Insights Journeys
The release notes for Dynamics 365 Wave 2 2025 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft … Continue reading Wave 2 2025 Customer Insights Journey Chat With Amey Holden
Don’t use the Dynamics 365 Sales Accelerator functionality WITHOUT setting up your assignment rules for Leads and Opportunities. Right? A bit silly not to take full advantage of the functionality. First make sure you’ve gone through all of the work assignment settings and added in your seller logic to determine which sellers can have records … Continue reading Creating Dynamics 365 Sales Assignment Rules
Managing bounces, blocked emails and overall consent isn’t my idea of fun, and guessing it isn’t yours either. BUT if you are going to send out emails to your prospects, customers, and subscribers, it’s important and something you need to be aware of. Others (including myself) have written about ways to manage it in the … Continue reading Consent Management In Customer Insights Journeys
Assignment Rules can be set up to auto assign Leads and Opportunities to the most appropriate person within your organisation. This could be based on languages they speak, territories they work within, or knowledge of products they might have. You also may only want to consider people with a specific security role to be eligible … Continue reading Work Assignment Settings For Sales Accelerator Assignment Rules
Have you ever had the need for someone filling out one of your marketing forms to populate a date field? Or do you have a hidden field that you want to have todays date so you know when something happened? This post will show you how you can populate dates automatically in a date field … Continue reading Populate Dates Automatically From Marketing Forms in Customer Insights Journeys
If you’ve set up the Sales Accelerator in Dynamics 365 (with all the right settings and customised your work item appearance), you might be ready to create your first sequence. This post is for you. We’ve got other settings and changes we can make to truly get the most from it, but I know people … Continue reading Creating A Sales Sequence In Dynamics 365
Have you ever wanted just a simple weekly subscriber overview notification to know how many people are subscribed, with the number of new subscribers, how many unsubscribed and perhaps the number of new contacts/leads and maybe even information on the number of form submissions or journeys that were live for the previous week. You might … Continue reading Create A Weekly Subscriber Overview Notification Email – Customer Insights Journeys
🎙️ Amey Holden & Megan V. Walker have had their Real-time Chats in the past, but this time they’re going LIVE! 💬✨ You’ll have the chance to join virtually, post your comments & questions, and be part of the conversation as we dive into new monthly features and share what we’ve been working on. 🔄🛠️ … Continue reading LIVE! Marketing Journeys – Real-time Chat
A key part of the set up for using Sales Sequences as part of the Sales Accelerator functionality in Dynamics 365 is making sure your records can fall in to those sequences automatically. Doing this means your new processes and guidance for sellers can be automated without the need to manually add Leads/Contacts etc. in … Continue reading Defining Segments To Use With D365 Sales Sequences
