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).
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
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
