Join us, Amey Holden and Megan V. Walker, for our final interactive webinar in the series where we will answer YOUR questions all about moving from Outbound Marketing to Real-Time Marketing in Customer Insights – Journeys! 💡 We all know the deadline is looming and you WILL lose access to Outbound functionality and make sure your organisation (or clients) are … Continue reading Making the Move from Outbound to Realtime Marketing – Q&A Sessions 9 & 10

Not all forms are for everyone. There may be occasions when an age verification is important such as when the service, product, or content you provide has legal or policy-based age restrictions. It could also be for competitions where the prize includes alcohol, or there are other reasons why the person filling out the form … Continue reading Adding Age Verification To A Realtime Marketing Form Or Landing Page

If you create flows for your organisation, or for clients on projects, you’ve no doubt improved your skills over the years. This might mean you started including steps in the flow to notify you of any failures. Or you might have just come in to a project with tens or even hundreds of flows and … Continue reading Notification For Failed Flow Runs In Power Automate

Using the Website Tracking functionality in Customer Insights – Journeys means you can then start using either of the two out of the box triggers. In a previous post I provided a glossary for the Marketing Website Visited trigger, and this post will give you a Marketing Website Clicked Trigger Glossary. You can review the … Continue reading Marketing Website Clicked Trigger Glossary in Customer Insights Journeys

The release notes for Dynamics 365 Wave 1 2025 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft … Continue reading Wave 1 2025 Customer Insights Journey Chat With Amey Holden

If you start to think about using either the Marketing Website Visited trigger or the Marketing Website Clicked trigger, you would be confused for scratching your head wondering what all of the attributes are. How do you know which to use in your trigger conditions and what the returned values might be? Fear not, I’ve … Continue reading Marketing Website Visited Trigger Glossary in Customer Insights Journeys

I love finding out simple things in Dynamics 365, things that you never had any need for but once you find out how easy it is, you question how you didn’t know it before. I found one of those things recently when working on a proof of concept for a client where we needed a … Continue reading Using & Converting Time Zone Fields in Dynamics 365

Did you know about the hidden features in a model-driven app? Well maybe not hidden, but perhaps overlooked when you are creating a new app, or reviewing existing ones. There are a whole host of different settings available to turn on and off to create slightly different experiences depending on what app someone is using. … Continue reading Hidden Features In Model-driven Apps

You might have already noticed this, but there is a new ‘experience’ when accessing the Advanced Settings for a Dataverse/D365 environment. As someone who accesses quite a few environments, I had seen it in some but not others and was curious why. This quick post shows how you can (currently) switch between the two. Note … Continue reading Switching Between The Advanced Settings Experience