Tips, tricks and ideas for non developer geeks
There are currently 477 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).
I’ve written a series of blogs all about Compliance Profiles which walk through a series of steps for getting up and running with Realtime Marketing compliance. Part one shows how to create a new Compliance Profile and then make sure your Preference Centre looks good. This is the page someone will land on if they … Continue reading Customising Your Compliance Profile Preference Centres
If you have used Outbound Marketing for a while, it’s possible you have used the Personalised Pages functionality. This provides you with the ability to display values from a Contact’s record on a page of your website. Now that we are all on the ‘journey’ to move to Realtime, it seems that’s no longer going … Continue reading Creating Personalised Thank You Pages For Realtime Marketing Forms
This post is slightly more unique as it might not impact all that many. However, I have seen this enough times to know that it might not be a feature many know about or how to turn it on and off! I’m talking about the navigation in a model-driven Power App (or D365 for most), … Continue reading Disable Collapsible Groups In D365 Model Driven App Navigation
Want to know how to create Realtime Marketing Dashboards in D365? Before we begin, this isn’t new functionality… but it’s taking advantage of age old CRM views, charts and dashboards and creating some overviews that may be helpful for marketers and managers to get an understanding of some of the records being used in D365 … Continue reading Create Realtime Marketing Dashboards in D365
If you’ve started using the new Realtime Marketing Forms for Events, you will have discovered it’s a little bit different to creating them in Outbound. For a start, you can’t create them from the forms area (yet, here is hoping that gets added!), and have to actually create an Event to then create a new … Continue reading Finding Your Realtime Event Registration Forms In Customer Insights Journeys
This isn’t a new thing but I am surprised by how often people aren’t sure how to do this, so this post is about how you can send your marketing emails in Customer Insights Journeys (D365 Marketing) from the owner of a Contact or Lead. You could also apply this to other customer fields such … Continue reading Sending Emails From Contact And Lead Owners In Realtime Marketing
I’ve written about getting UTM Parameters from the URL when someone visits your website, then using them to add to hidden fields on a form and passing them through to a Lead record in D365. This is a great way to figure out where your Leads are coming from. However, thanks to Ferdinand Ganter, a … Continue reading Using Browser Session Storage To Add Referrer and UTM Parameters To Leads
Brand consistency is important, and getting your Realtime Marketing Forms to look good and fit in with your website look and feel is key for a seamless experience. The forms have a fantastic theme panel providing you with the ability to set the colour palette, background, h1, h2, h3, paragraph and other components on your … Continue reading Understanding Realtime Marketing Form Themes And CSS
Back in June 2023, Microsoft introduced a new preview of a fancier looking org chart for users to update in Dynamics 365. At that time, it needed to be switched on by an Administrator to see it, but now it’s out of preview, and likely more users will stumble across it, so figured it was … Continue reading D365 Org Charts & Relationship Health
I wrote about how to make changes to the default image that shows if you are using the thank you notification instead of the redirect option for your Realtime Marketing forms. I then had a question from someone wondering if you could use both, and redirect D365 Marketing Forms after the thank you message and … Continue reading Redirect D365 Marketing Forms After Displaying Thank You Notification
