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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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Creating A Sales Sequence In Dynamics 365
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…
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Create A Weekly Subscriber Overview Notification Email – Customer Insights Journeys
Have you ever wanted just a simple weekly subscriber overview notification to know how many people are subscribed, with the number of new subscribers,…
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LIVE! Marketing Journeys – Real-time Chat
🎙️ Amey Holden & Megan V. Walker have had their Real-time Chats in the past, but this time they’re going LIVE! 💬✨ You’ll have…
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Defining Segments To Use With D365 Sales Sequences
A key part of the set up for using Sales Sequences as part of the Sales Accelerator functionality in Dynamics 365 is making sure…
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