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).
There are some great out of the box triggers for events which I have written about before. One that seems to be missing though is a trigger that fires for a Session Registration. We have the Event Registration Trigger Created that fires, but what if you provide people with a way to register for specific … Continue reading Create A Simple Event Session Registration Trigger
If you are using a Power Pages website, there is the option for a Contact to use a forgotten password button, fill out their email which will in turn send them an email with a link to reset it and get logged in. Branding and consistency from an organisation is imported. If you are using … Continue reading Send Portal Forgotten Password Email Using Customer Insights – Journeys
If you create flows for your organisation, or for clients on projects, you’ve no doubt improved your skills over the years. This might mean you started including steps in the flow to notify you of any failures. Or you might have just come in to a project with tens or even hundreds of flows and … Continue reading Notification For Failed Flow Runs In Power Automate
One of the cool things we can do with triggers is generate custom invitation links for a Customer Voice survey and put someone in a Journey to send them an email with a link to complete that survey. That’s a pretty common approach, and one I’ve implemented many times. What is a little less common … Continue reading Exit Customer Voice Survey Respondent From Journey When Using Other Regarding Records
I’ve previously written about how you can send emails from the owner of a record which can be useful to send out communications using Customer Insights – Journeys from an Account Manager or Support Rep. What about building nice dynamic email signatures for the bottom of those emails, including the profile image of that person? … Continue reading Create Dynamic Email Signatures With User Images In Realtime Marketing
Using the Website Tracking functionality in Customer Insights – Journeys means you can then start using either of the two out of the box triggers. In a previous post I provided a glossary for the Marketing Website Visited trigger, and this post will give you a Marketing Website Clicked Trigger Glossary. You can review the … Continue reading Marketing Website Clicked Trigger Glossary in Customer Insights Journeys
The release notes for Dynamics 365 Wave 1 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 1 2025 Customer Insights Journey Chat With Amey Holden
If you start to think about using either the Marketing Website Visited trigger or the Marketing Website Clicked trigger, you would be confused for scratching your head wondering what all of the attributes are. How do you know which to use in your trigger conditions and what the returned values might be? Fear not, I’ve … Continue reading Marketing Website Visited Trigger Glossary in Customer Insights Journeys
I’m a huge advocate for using the out of the box email template editing experience in Customer Insights – Journeys. It’s got a great drag and drop interface and it works well. However, you might outsource your email creation to a 3rd party agency, or perhaps you are even coming from another email tool and … Continue reading Create Email Templates Using Custom HTML In Realtime Marketing
With Outbound Marketing, when you created a marketing form, you could have submissions check against existing Leads AND Contacts. Realtime Marketing forms only allowed for one or the other, until now! Hooray! This is definitely a much needed new feature, where we can determine the default settings for your marketing forms. This provides you with … Continue reading Check Both Leads & Contacts For Marketing Form Submissions In Realtime
