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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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Creating New Filters & Sort Options For Sales Sequence Work Items In Dynamics 365
Once you really start to use the Sales Accelerator functionality in Dynamics 365 and your users have work items (activities) they need to work…
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Add Facebook Leads With Consent To Customer Insights Journeys
While scrolling through Instagram recently, I saw an ad for a newsletter for cat knowledge and tips. As the owner of two kittens, I…
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Wave 2 2025 Customer Insights Journey Chat With Amey Holden
The release notes for Dynamics 365 Wave 2 2025 have been published. My good friend Amey Holden and I got together to chat about…
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Creating Dynamics 365 Sales Assignment Rules
Don’t use the Dynamics 365 Sales Accelerator functionality WITHOUT setting up your assignment rules for Leads and Opportunities. Right? A bit silly not to…
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LIVE – Marketing Journeys – Real-time Chats – July 2025
You’ll have the chance to join virtually, post your comments & questions, and be part of the conversation as we dive into new monthly…
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Consent Management In Customer Insights Journeys
Managing bounces, blocked emails and overall consent isn’t my idea of fun, and guessing it isn’t yours either. BUT if you are going to…
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Work Assignment Settings For Sales Accelerator Assignment Rules
Assignment Rules can be set up to auto assign Leads and Opportunities to the most appropriate person within your organisation. This could be based…
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Populate Dates Automatically From Marketing Forms in Customer Insights Journeys
Have you ever had the need for someone filling out one of your marketing forms to populate a date field? Or do you have…
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