Below you will find all of the categories used within this site. Some articles may use more than one category. Scroll through the list to view the descriptions, then click on the name of the category to start viewing the related posts.

Customer Insights Journeys - D365 Marketing (148 posts)

Customer Insights - Journeys (formerly D365 Marketing) is a marketing-automation application that helps turn prospects into business relationships. The app works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Review articles for tips and ideas on how to use Customer Insights - Journeys.

D365 Marketing Events Portal (7 posts)

This category includes a series of posts all about creating a Marketing Events Portal using a Power Pages website. This does not cover creating a portal using the out of the box Events Website from D365 Marketing.

Dynamics 365 Customer Voice (19 posts)

Microsoft announced Dynamics 365 Customer Voice on July 21st 2020. Forms Pro will become Customer Voice, and customer will be transitioned in August 2020. Articles in this category will cover new features and functionlity for Dynamics 365 Customer Voice. For more information and Frequently Asked Questions, check out this video on YouTube.

Dynamics and Power Platform (100 posts)

When I first started my website back in 2017, everything I wrote was about Microsoft CRM, which became Dynamics 365 Customer Engagement, which is on the Common Data Service, which is tied the Power Platform. This category is kind of a fall back for most of the posts, so you'll find all kinds of things in here!

Events (7 posts)

Attending events is a fantastic way to network, meet others in the Dynamics & Power Platform Community and of course to learn! Articles in this category are to help promote or recap events.

FetchXML (7 posts)

FetchXML is a proprietary query language that is used in Common Data Service. If you've ever created a search using Advanced Find in D365CE or CDS, you were using FetchXML. If you've ever created an SSRS report for D365CE or CDS, you were using FetchXML. Posts in this category cover anything that might be related to FetchXML.

Google Analytics (31 posts)

Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. It's totally free to use, but can be overwhelming and underutilized. Articles in this category are designed to help anyone with a portal or website who wants to review, understand and act on website traffic data.

KingswaySoft (3 posts)

KingswaySoft is a provider of data integration software. They have an SSIS Integration Toolkit for D365/CDS which I have used for several data migrations. Articles in this category provide insights on how to set things up and go through a basic Dynamics 365 data migration.

Microsoft Bookings (14 posts)

Microsoft Bookings is an online and mobile app for small businesses who provide services to customers on an appointment basis. Find out ways to use Bookings in combination with the Microsoft Power Platform (Power Apps, Power BI, Power Automate).

Microsoft Clarity (19 posts)

Microsoft Clarity is a user behaviour analytics tool that helps you understand how users are interacting with your website through features such as session replays and heatmaps. Use it to find interesting user sessions and root out problems like clicks that go nowhere, rage clicks, and excessive scrolling.

Microsoft Forms Pro (59 posts)

Forms Pro is an online survey and feedback tool from Microsoft. If you are looking for every post tagged with Microsoft Forms Pro, this is the category for you. You can also visit this specific page on Forms Pro.

Personal Brand (6 posts)

A personal brand is the conscious and intentional effort to create and influence public perception of an individual by positioning them as an authority in their industry, elevating their credibility, and differentiating themselves from the competition. Here you can find tips, suggestions and ideas for building your own personal brand.

Portals (27 posts)

What we know as Power Apps Portals today, originally began as ADXStudio, and I've been creating portals since that time. You'll find a lot of content about how to extend the standard functionality and create cool new features you can add to your customer and employee portals.

Power Automate (9 posts)

Microsoft Power Automate (formerly Microsoft Flow) is a tool used more and more by consultants and system administrators wanting to provide the best solution for organisations and users. If you've not started using it yet, check out these articles for some inspiration!

Power BI (1 posts)

Microsoft Power BI is a suite of business intelligence (BI), reporting, and data visualization products and services for individuals and teams. This category shows different ways it can be used in conjunction with data from the Common Data Service (Forms Pro, Dynamics Marketing etc.).

Tools and Tips (18 posts)

If I can automate a process by using different tools and online services, I totally will! This category shows different approaches to issues you may not even have thought of. These types of posts are probably some of my favourites to write about.

WordPress (6 posts)

WordPress is most popular CMS (Content Management System) in the world, and used by millions for their website, including me! In addition to writing about Microsoft products, I sometimes write about WordPress and share information on how to change or adjust parts of your site.