Microsoft Portals for D365 are easy enough to set up from the Dynamics 365 Administration Centre. Once it’s set up, it could be used fairly close to the out of the box setup. What if you want something a little more customised and tailored specifically to your business? You might just need some additional skills … Continue reading Customising Microsoft Portals – What Skills Do I Need?
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You’ve created an epic portal in your D365 developer organisation but now it’s time to make it live. So how do you get it there? At this current time (January 2018) the only way (short of copying and moving your entire organisation) of moving dynamics 365 portals is to use the Configuration Migration Tool. This … Continue reading Moving Dynamics 365 Portals Between Organisations
Microsoft acquired ADXStudio back in 2015, and although it’s mostly the same functionality, Microsoft Portals does have a few elements that are new. Unfortunately at the moment, the documentation isn’t great, and it’s a bit hit and miss trying to find out how things work. One cool element is the way activities or comments can … Continue reading Displaying Comments Only In Microsoft Portals
If you’ve only read my content for the past few years, you might be forgiven for thinking that the ‘only thing’ I work on is Marketing (Customer Insights – Journeys). I started my CRM/D365 life working on Sales and Customer Service, love to work on Portals projects, use Power Automate and many other Microsoft products … Continue reading Using The Pipeline View To Manage Your Opportunities
Using Realtime Marketing from Dynamics 365 (Customer Insights – Journeys) gives you the ability to customise your emails, and using dynamic conditional content, set different variations based on field values. One common field to use is that of a custom language field. You could ask for this information, or you could use a piece of … Continue reading Set Language Of Person Submitting Your Realtime Marketing Form
The release notes for Dynamics 365 Wave 1 2024 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 2024 Customer Insights Journey Chat With Amey Holden
I’ve written about creating real-time marketing forms in D365 Marketing many times now, but for all of those posts I’ve always referred to using the JavaScript to then embed the form in a page on a website. What if you want to use the form as a stand alone landing page instead? Did you know … Continue reading How To Create Real-time Marketing Landing Pages
So far in this series on creating an Events Portal using a Power Page Website we’ve looked at creating an overview of Events, navigating to a single event and registering using one event registration form, displaying details of the event, the event host, and the event speakers. In this post we will look at displaying … Continue reading Including Event Session Information On Your Power Page Website
In my Events Portal series so far, we’ve looked at how an Events Overview page can be created, how to pass through values to an individual Event record to display the right details, and added a section to display any speakers that might be a part of the event. What about the person hosting the … Continue reading Displaying The Event Host On An Individual Event Overview Page
If you are hosting events, you likely have speakers that are going to present on a topic at those webinars or conferences. Speakers can be added to your events with standard out of the box functionality in the D365 Marketing App, but what about including it on the Event page in your Power Pages website? … Continue reading Adding Speaker Information To Individual Event Overview Page