Explore ALL TOPICS

Topics

Below you will find all of the categories used within this site. Review the list to view the descriptions, then click on the name of the category to start viewing the related posts.

Explore by topic

Start with the bigger picture.

Browse articles by the main areas I write about.

Marketing

Practical ideas for campaigns, content, automation and customer journeys that create more relevant and connected experience

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Sales

Approaches to leads, pipelines and sales processes that help teams focus on the right opportunities and move them forward.

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Customer Service

Ideas for improving support, self-service and feedback to create better experiences for customers and service teams.

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Tech & Platforms

Hands-on guidance for platforms, configuration, automation, integrations and the technology behind modern business systems.

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Strategy & Data

Thoughtful approaches to CRM strategy, process design, governance, reporting and turning data into better decisions.

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Career & Community

Explore reflections and practical advice about career development, personal branding and sharing knowledge with others.

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Explore by tag

Looking for something specific?

Drill down into individual products, features and subjects.

Practical ideas for using AI across CRM, marketing and everyday work. Explore ChatGPT, Claude, Microsoft Copilot, HubSpot AI and other tools, with examples of how AI can help with productivity, content, research, automation and problem-solving.


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Practical guidance for Dynamics 365 Customer Insights – Journeys. Explore forms, emails, journeys, events, consent, audience management and ideas to help you get more from the platform.


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Practical guidance for building Custom Pages within model-driven apps. Explore Power Fx, Canvas App controls, dialogs, side panes and ways to create more flexible experiences in Dynamics 365 and Power Apps.


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Discover how to create, distribute and manage surveys using Dynamics 365 Customer Voice. Explore personalisation, satisfaction metrics, responses, automation and ways to use customer feedback across Dynamics 365 and Power Platform.


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Explore practical guidance for using Sales Accelerator in Microsoft Dynamics 365 Sales. Find articles covering worklists, sales sequences, lead and opportunity prioritisation, assignment rules and ways to help sellers focus on the right activities.


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Explore practical guidance for working with Microsoft Dataverse as the data platform behind Power Platform and Dynamics 365. Find articles covering tables, relationships, security, queries, data management and ways to build reliable business applications.


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Explore event management in Customer Insights – Journeys, including event portals and registration websites built using Power Pages. Find practical guidance covering event setup, session registration, check-ins, attendee experiences and custom event functionality.


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Learn how to retrieve and work with Dataverse data using FetchXML. Explore queries, filters, linked tables, aggregation and practical examples for Dynamics 365, Power Automate, reporting and custom solutions.


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Explore practical guidance for Google Analytics and Google Tag Manager. Find articles covering implementation, tracking, reporting, visitor behaviour and ways to turn website data into useful decisions.


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Discover ways to configure and extend Microsoft Bookings for appointment scheduling. Explore customisation, notifications, calendars, integrations and ideas for using Bookings alongside Microsoft 365 and Power Platform.


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Learn how to understand website behaviour using Microsoft Clarity. Explore heatmaps, session recordings, filters, custom tags and ways to identify usability problems and improve the visitor experience.


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Explore practical guidance for using Microsoft Teams for communication and collaboration. Find articles covering meetings, webinars, notifications, integrations and ways to connect Teams with Microsoft 365, Dynamics 365 and Power Platform.


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Find practical advice and personal reflections about building a recognisable professional presence. Explore blogging, content creation, public speaking, networking and ways to share your knowledge with confidence.


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Explore practical guidance for building business applications with Microsoft Power Apps. Find articles covering canvas apps, model-driven apps, Power Fx, Dataverse, user experience and ways to create solutions that improve everyday processes.


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Discover practical ways to automate processes and connect systems using Microsoft Power Automate. Explore cloud flows, expressions, Dataverse, approvals, integrations and solutions that reduce repetitive work.


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Explore ways to analyse and present business data using Microsoft Power BI. Find articles covering reports, dashboards, visualisations, Dataverse data and practical approaches to making information easier to understand and act upon.


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Explore practical guidance for building and extending websites with Microsoft Power Pages. Find articles covering forms, lists, Liquid, JavaScript, styling, Dataverse integration and customer or employee self-service experiences.


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Explore curated collections of useful articles, resources and highlights from across the website. Find year-in-review posts, popular content and themed roundups that bring related ideas together in one place.


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Explore third-party tools and services that extend or complement CRM, marketing and business technology platforms. Find practical introductions, configuration guidance, integrations and ideas for getting more from specialist products.


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Discover useful tools, shortcuts and practical techniques for solving everyday business and technology challenges. Find ideas for improving productivity, simplifying processes and making better use of the applications and services you already have.


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Explore historical guidance for Voice of the Customer, the legacy survey capability for Microsoft Dynamics 365. Find articles covering survey design, question types, invitations, responses, workflows and using customer feedback within CRM processes.


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Watch webinars covering CRM, marketing, Dynamics 365 and Power Platform, presented independently or in collaboration with Amey Holden and other industry experts. Find practical demonstrations, discussions and ideas based on real-world experience.


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Find practical WordPress guidance based on real website projects and challenges. Explore block themes, templates, styling, plugins, analytics and ways to improve the design, performance and management of a WordPress site.


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