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).
I’ve started writing about the Sales Accelerator that can be used in Dynamics 365 in the Sales Hub (can also add to other apps with some aspects). In the first post I walked through some of the main settings to get things up and running. In this post I am looking at how to customise … Continue reading Customise The Work Item Appearance For Sales Accelerator
Ever heard of the Sales Accelerator in Dynamics 365? It’s not new, but I think it’s a lesser known part of D365, and can often be confused with what you can or can’t do in Customer Insights – Journeys. It’s a truly powerful tool, but one that needs understanding and consideration before you let your … Continue reading Improve Selling Power By Setting Up Sales Accelerator In Dynamics 365
This post focuses on the Marketing App (Customer Insights – Journeys) but is the same for any of the model-driven apps really. It’s a quick post and written out of my own annoyance of seeing it every time I go to test something or get ready to write a new blog article. It’s the ‘helpful’ … Continue reading Permanently Remove The Form Fill Toolbar From Customer Insights Journeys
You carefully craft your marketing campaigns, put together your amazing emails and set up your journeys in Customer Insights. Then off they go! Now to review some analytics. But where do you find them, and how can you know you are looking at the right information? Well…. there are a LOT of places you can … Continue reading Where Can You Find Analytics In Customer Insights Journeys?
Not all forms are for everyone. There may be occasions when an age verification is important such as when the service, product, or content you provide has legal or policy-based age restrictions. It could also be for competitions where the prize includes alcohol, or there are other reasons why the person filling out the form … Continue reading Adding Age Verification To A Realtime Marketing Form Or Landing Page
If you missed it, Outbound Marketing is going away. This is news that is literally nearly 2 years old, and the signs were there even older than that. Even with that advanced notice in mind, there are STILL organisations that haven’t even started making the move. Oh, side note, if that’s you, make sure you … Continue reading Easily Find Your Custom Outbound Form & Email Templates In Preparation For Realtime
While recently working on a post for generating emails for Microsoft Bookings and putting together an ICS file, I thought about what a fiddle it is (polite phrase) add an ICS file to your Google calendar. I had also recently booked a couple of restaurants online and noticed one of them had a specific Add … Continue reading Include Add To Google Calendar Button On Realtime Emails
Does your organisation use Microsoft Bookings? Do you also use Customer Insights – Journeys? What better way to keep your branding consistent than to send all communication about meetings scheduled via Bookings than to send notifications out via a Real-time Journey. In this post, I will look at how you can achieve this with ALL … Continue reading Send All Microsoft Bookings Notifications Using Customer Insights Journeys
If we are going to send information to Contacts about sessions, wouldn’t it be nice to have a lovely formatted list of speaker profiles for the people that are presenting? We can do that and provide their bio, photo and social links (or whatever information you want to share) using lists and a nice bit … Continue reading Formatted List Of Speaker Profiles For Event Session Emails
You may have set up a Scoring model in your Customer Insights – Journeys environment and are happily building up scores for your Leads. Awesome! You may be content with looking on each individual Lead record to see their score, or going back in to the Scoring model and using the small window where you … Continue reading View Open Leads With Scores In Customer Insights – Journeys
