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Change Order Of Event Speakers On Invitation Emails In Customer Insights Journeys
If you have used the Event Management functionality in Customer Insights – Journeys, you may have also set up sessions. Sessions can also be…
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Adding Sales Accelerator Items To A Model-driven App
The Sales Accelerator and Sales Sequence items are in the Sales Hub model-driven app by default. This is great if that is the app…
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Collecting Net Promoter Score Feedback Using Realtime Marketing Forms
When creating your marketing forms in Customer Insights – Journeys, you have choices in terms of the types of fields you can add. You’ve…
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Add Sales Sequence Information To A D365 View
Users can manage their Sales Sequence activities using the Sales accelerator work list which is great. However, what if they just want a list…
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Convert Non-Subscribers Via Your Emails With Customer Insights Journeys
If you offer multiple email topics or purposes, there’s bound to be some overlap. But promoting Purpose B to someone already subscribed to Purpose…
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Update Company Information On Accounts In Dataverse Using Data8
Back in 2022 I wrote a post on how to manage accounts and contacts using Power Automate. Each time a new Contact is created…
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LIVE – Marketing Journeys – Real-time Chats – August 2025
You’ll have the chance to join virtually, post your comments & questions, and be part of the conversation as they dive into new monthly…
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Update Copyright Content Block With Current Year Dynamically
This post has come out of my own frustration that I forget to change the end year and update copyright information at the bottom…
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Add Sales Sequence ‘Up Next’ Section To D365 Form
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…
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One-click Unsubscribe Experience For Your Subscribers – Customer Insights Journeys
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…
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Creating Sales Sequence Tags in Dynamics 365
As you start to use the Sales Sequence functionality in the D365 Sales Accelerator, you might find you have a lot of information that…
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Add Form Submission Counts To Marketing Form Views
One of the things I like about the Realtime marketing forms is that all of the submissions are stored automatically, no need to turn…
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