How I use ClickDimensions to Manage my Live Chat Events!
Oct11

How I use ClickDimensions to Manage my Live Chat Events!

As a Pre-Sales Consultant for ClickDimensions, I believe it’s important for me to have hands on, real world experience with the product I advocate for. To do this, I decided to use the ClickDimensions platform to register and send out emails on my latest Live Chat event. The scenario looks like this: Use ClickDimensions Social Posting to encourage people to register for my eventUse a… Continue Reading TattooedCRMGirl’s...

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How to send ClickDimensions Emails using Microsoft Flow
Oct10

How to send ClickDimensions Emails using Microsoft Flow

In this blog post, we will explore how to send ClickDimensions emails via Microsoft flow. Because ClickDimensions is native to Dynamics: Customer Engagement, we can utilize the Common Data Service actions and triggers to send ClickDimensions Emails. To start, we’ll need to determine what triggers the sending of the email. In later blog posts we’ll explore this in more detail. Once… Continue Reading TattooedCRMGirl’s...

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Live Summit Chat!
Oct04

Live Summit Chat!

This week I had the pleasure of hosting an impromptu chat with Summit Veterans to bring you top tips on how to get the most out of your wild User Group Summit Week! We talked about everything Summit from what to wear all the way to what swag to watch out for! Tune in for top tips for new attendees and veterans alike! Live Chat with Great People! Our panelists on the call we… Continue Reading TattooedCRMGirl’s Article on...

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How to Stay Motivated!
Sep02

How to Stay Motivated!

This post is brought to you by motivational Shia LaBeouf One of the things I often struggle with is keeping up with the desire to learn. I am a self-confessed professional procrastinator. Working at an ISV means I’m not in the Dynamics product as a whole, day in and day out. I’m often solely focused on the ClickDimensions product and occasionally it can be a struggle to maintain my… Continue Reading TattooedCRMGirl’s...

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How to add Emojis to your Microsoft To-Do lists!
Aug23

How to add Emojis to your Microsoft To-Do lists!

I was yesterday years old when I learned that I could add emojis to my Microsoft To-Do lists! I’m not sure about everyone else, but something about those colourful little icons beside my lists just fill me with satisfaction and joy. In this short but oh so sweet and colourful blog, I’ll share what I’ve learned on how to add emojis to your lists! So many blogs to write, so little… Continue Reading TattooedCRMGirl’s...

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Creating a Twitter To Read List with Microsoft Flow and To-Do!
Aug22

Creating a Twitter To Read List with Microsoft Flow and To-Do!

If you’re like me, I enjoy a quick (or not so quick!) scroll through my twitter feed at random points during the day – sometimes before bed (a habit I need to break, I know), while at lunch or even while waiting for the kettle to finish boiling in the office break room. During these scrolls, I always come across a tweet or seven from people sharing content that I have an interest in. I… Continue Reading TattooedCRMGirl’s...

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Marketing Lists vs Views
Aug21

Marketing Lists vs Views

Yesterday while I was driving home from CRMUG in Chattanooga, TN, I was listening to the CRM MVP Podcast Episode 58 hosted by the fantastic Forms Pro guru Megan Walker. In this episode (which I highly recommend giving a listen to!) Megan talks about her top 10 favourite things about Forms Pro. I found this episode to be super interesting, especially when Megan talks about the different… Continue Reading TattooedCRMGirl’s...

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Implementing The Calendar Control in Unified Interface.
Aug01

Implementing The Calendar Control in Unified Interface.

When should I send that Summer BBQ invite email? With the addition of Unified Interface to the Dynamics 365 comes some new features including the new Calendar Control. The Calendar Control allows you to view a set of records on a calendar, making it really easy to see any records that rely on a date field. In today’s example, I’ll walk you through how to set up the calendar control… Continue Reading TattooedCRMGirl’s...

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Dynamics 101: The Core Records – Leads, Contacts and Accounts
Jul09

Dynamics 101: The Core Records – Leads, Contacts and Accounts

At its most basic level, Dynamics Customer Engagement is a tool that allows you to maintain a virtual Rolodex – it’s a central location where you can easily look up an Account, see all the Contacts related to that Account and if there are any potential Leads related. You get a complete picture of your relationship with an organization or person. To get the most out of Dynamics CE, we need… Continue Reading...

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MBAS Hack4Good Hackathon: What I learned and why I’d do it again.
Jun11

MBAS Hack4Good Hackathon: What I learned and why I’d do it again.

Build cool things – help others! First things first – I know a lot of my recent posts have been about events I have attended and I promise we’ll get back to the good stuff of Dynamics: CE soon, but I wanted to share my experiences in the hopes that it will inspire others to attend more community events like these! They have been instrumental in my learning journey. Last weekend I decided… Continue Reading...

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ClickDimensions Releases Unified Interface Update
May23

ClickDimensions Releases Unified Interface Update

With the release of Dynamics 9.0 came Microsoft’s new Unified Interface, bringing a fresh new look and feel to the Customer Engagement product. Before we take a look at the new ClickDimensions interface, let’s explore what Unified Interface is and why Microsoft chose to implement this new look. So what is Unified Interface? Well Microsoft wanted the customer experience to look and feel… Continue Reading...

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My first weekend D365 event and why you should attend one!
May19

My first weekend D365 event and why you should attend one!

This weekend I had both the pleasure of attending and the absolute honour of speaking at a D365 Saturday event in my favourite European city – Amsterdam! As with all community events, it was attended by some of the best and the brightest in the Dynamics community with talks ranging from the inspirational to full on functionality demos. Every event I attend always teaches me something new, but… Continue Reading...

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The Many Faces of Dynamics CE
May08

The Many Faces of Dynamics CE

Are you completely new to Dynamics and have no clue where to start? Perhaps you’ve started a new job that uses Dynamics 365 to manage their Customer Relationships or you’re wondering what all the fuss is about? Do all these conversations about Entities and Modules and Relationships and Records have you as confused as this little fella: Well I have the blog series for you! For the purposes of… Continue Reading...

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