For each presentation I do, I hope at least someone will find value in the content, and maybe even want to get more info. Subscribing to my newsletter is a good way to do this. About a year ago I started using Forms Pro surveys as part of the session, and always include a question … Continue reading Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate

Recently I was asked if I had a list of all of the Forms Pro related expressions I had used in Power Automate flows I’d created. A kind of ‘library’ or ‘cheat sheet’ so to speak. I hadn’t so figured it was as good a time as any to create something. So, here are some … Continue reading Power Automate Expressions To Use With Forms Pro

So many good blog posts come about from questions asked by others in the community. Add in some collaboration, and the creative and inquisitive minds of others, and you’ve got yourself a nice work around to fix a slight annoyance. Al Eardley tagged me on Twitter with the following question. How can we prevent line … Continue reading Retaining Line Breaks In Multi-Line Text Fields From Forms Pro

In a previous post, we looked at creating Custom Insight Cards for Sentiment Feedback. Another idea for a custom action card would be to inform a Contact Owner or an Account Owner when Net Promoter Score (NPS) feedback has been received from a Forms Pro Survey response. First, make sure you have a survey that … Continue reading Custom Insight Cards For Net Promoter Score Feedback

If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up to date with your work in Dynamics 365 for Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. You can find out … Continue reading Custom Insight Cards For Sentiment Feedback

If you have an Account Management program within your organisation, you know how important it is to have meetings and visit your customers to find out the issues and pain points they have. Meeting with them in person is the best approach, although not always feasible from a logistics perspective. If your Account Managers can … Continue reading Send Survey Request To Appointment Required Attendees

If you’ve worked with CRM/D365 for long enough, especially if you are a System Administrator, you will be familiar with the following three settings that a user can access in their Personal Options on the Email tab. Three little settings, but they can cause such frustration. 🙁 Each setting has it’s own challenges if a … Continue reading Notification For Changes To User Settings

Using an SMS (text message) option as a form of communication can be extremely beneficial to your organsation. It gives the ability to keep in touch with your customers in ways that suit them. We’ve looked at ways to send out Forms Pro Surveys using email, but how could we send a link to a … Continue reading Sending Survey Invitations Via SMS (Text)

I had been using CRM for a few years before I realised you could add a photograph to a Contact record by simply clicking on the mystery person image. Uploading an image to identify your contacts, vendors and partners can make quite a difference to the users, giving simple visual indicators. However, how do you … Continue reading Use Twitter Flow Connector To Update Contact Images