Creating a new form in the Dynamics 365 Marketing App is pretty simple. You can start from one of the existing templates to get you going, then make adjustments as needed. There are some really simple changes you can make to the HTML of the form giving you a look and feel that’s more aligned … Continue reading Make Simple Changes To The HTML On Your Form Templates In D365 Marketing

I’ve written about importing contacts and variables, and then recording anonymous feedback while still capturing values at the same time. In this post, I’ve covered how you can take question responses, and still capture it in the personalised data tab on a survey response. So in the case of doing an Employee survey with SOME … Continue reading Adding Question Responses To Personalised Data in D365 Customer Voice

I wrote about some changes coming in WhatsApp, and what pushed me to start looking around for alternative messaging services and settling on Telegram. This article has already gathered more attention than I first thought it would, but with many citing Signal as their app of choice. I’m not stating one is better than the … Continue reading Telegram VS Signal, With WhatsApp Comparison Table

OK, I tell a lie, it is partly you WhatsApp. I’ve had a love-hate relationship with WhatsApp for some time. I even wrote about how much I feel it invades my mental space last year. However, it’s how pretty much everyone I know communicates. Back in 2014, Facebook purchased WhatsApp. Things pretty much stayed the … Continue reading It’s Not You WhatsApp, It’s Facebook – AKA: A Guide To Telegram

In November 2020, Microsoft introduced a new and improved Relevance Search experience to customer engagement apps (Dynamics 365 Sales, Customer Service, Field Service, Marketing & Project Service Automation). Enabling the new Relevance Search experience is easy, and gives users a search toolbar in the middle of their model-driven Power App, with an intuitive, familiar and … Continue reading Query Syntax For Relevance Search In Customer Engagement Apps

I hesitated with this blog post… because I missed the change in functionality when it first released and was actually behind the times. Coming back to my overall belief that if it was new to me, it is likely new to, at minimum, a few other people out there, I figured I would still publish … Continue reading Save A Filtered View As A New View In A Model-driven App

You might already know that Emojis can be used in the Power Platform. If not, then you can read all about it here, and read the first post I wrote about Emojis and using them in Optionsets. Using emojis is fun, but I’ve also seen (and used them myself) them used for serious, legitimate real-world … Continue reading Using Different Fonts In The Power Platform

*** UPDATE *** – it seems that although you can add the Email Signatures option to your sitemap, the ability to add individual signatures will only be available for Wave 2 2020. So, if you haven’t opted in to it yet, you won’t be able to take this approach until you do that (which you … Continue reading Email Signatures with Images & Hyperlinks – Part Two

If you’ve worked on any projects for Customer Service, and Case Management, or you are responsible for this specific area within your organisation, you likely set up a holiday schedule and customer service schedule and then forgot about it. It’s likely going to be an area you look at once or twice a year. Adding … Continue reading Adding Customer Service & Holiday Schedules in Dynamics 365 UI

If you haven’t already done so, if you use Dynamics 365 Customer Engagement, you SHOULD be using a Unified Interface App of some kind. If you are a System Administrator, you know that to get to administrator type things (technical term 😉 ), you are hopefully going to the Power Platform Admin centre. If not, … Continue reading Accessing Admin Areas From A Unified Interface App