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).
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
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?
