Save A Filtered View As A New View In A Model-driven App
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 it. So, this blog is about something I just recently saw, but look like it was introduced earlier this… Continue Reading Megan V....
Microsoft Clarity & Power Apps Portals – Microsoft Clarity Series – YouTube
📄 http://meganvwalker.com/microsoft-clarity-power-apps-portals If you’ve been following along in the Microsoft Clarity blog series I have been doing, and you also work in the Power Platform world, you might have started thinking, oooh, I wonder if I could use this in a Power Apps Portal? The answer is YES, and combined with adding in some Custom Tags, it’s a great way to be able to review the visits to the portal, and...
Microsoft Clarity & Power Apps Portals
If you’ve been following along in the Microsoft Clarity blog series I have been doing, and you also work in the Power Platform world, you might have started thinking, oooh, I wonder if I could use this in a Power Apps Portal? The answer is YES, and combined with adding in some Custom Tags, it’s a great way to be able to review the visits to the portal, and filter the data in a variety of… Continue Reading Megan V....
Import Contacts AND Variables To Send Personalised Surveys – D365 Customer Voice – YouTube
📄 https://meganvwalker.com/import-contacts-and-variables-to-send-personalised-surveys-from-d365-customer-voice If you aren’t already aware, you can import a list of Contacts to Dynamics 365 Customer Voice containing their name and email address, and then send them an email with a link to take a survey. You can then use the name as a variable in the survey or email template, but that’s it…. or is it? An awesome bit of functionality...
Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice
If you aren’t already aware, you can import a list of Contacts to Dynamics 365 Customer Voice containing their name and email address, and then send them an email with a link to take a survey. You can then use the name as a variable in the survey or email template, but that’s it…. or is it? An awesome bit of functionality that’s been introduced is the ability to now include values for each… Continue...
Adding Custom Tags To Use With Microsoft Clarity
We’ve got tons of way to filter data in Microsoft Clarity, including standard filters, and advanced filters. What if you want to add some additional filters? Well you can, if you add custom tags. How easy is it to do that? Well, pretty easy if you understand what you want to capture AND you know which template files or pages you need to edit on your website. In this post, we will look at a… Continue Reading Megan V....
Adding Custom Tags To Use With Microsoft Clarity – Microsoft Clarity Series – YouTube
📄 http://meganvwalker.com/adding-custom-tags-to-use-with-microsoft-clarity We’ve got tons of way to filter data in Microsoft Clarity, including standard filters, and advanced filters. What if you want to add some additional filters? Well you can, if you add custom tags. How easy is it to do that? Well, pretty easy if you understand what you want to capture AND you know which template files or pages you need to edit on your website. In...
Using Advanced Filters In Microsoft Clarity – Microsoft Clarity Series – YouTube
📄 https://meganvwalker.com/using-advanced-filters-in-microsoft-clarity In a previous video, I covered the filters in Microsoft Clarity. You have a ton of them that can be used to filter the data when reviewing the Dashboard, Recordings and the Heatmaps. There is also a set of Advanced Filters which can be used on the Dashboard and the Recordings (not on the Heatmaps at this time). In this video we will walk through all of the Advanced...
Using Advanced Filters In Microsoft Clarity
In a previous post, I covered the filters in Microsoft Clarity. You have a ton of them that can be used to filter the data when reviewing the Dashboard, Recordings and the Heatmaps. There is also a set of Advanced Filters which can be used on the Dashboard and the Recordings (not on the Heatmaps at this time). In this post we will walk through all of the Advanced filters that can be usedin… Continue Reading Megan V....
Mask And Unmask Content In Microsoft Clarity – Microsoft Clarity Series – YouTube
📄 http://meganvwalker.com/mask-and-unmask-content-in-microsoft-clarity One of the coolest things about Microsoft Clarity is also one of the things I find the creepiest, and that’s the ability to sit and watch recordings of your website visitors and see how they interact with the pages. It’s very useful and gives fantastic insight. What about the data that is being sent back? Are you seeing everything? The answer is no, but sometimes...
Mask And Unmask Content In Microsoft Clarity
One of the coolest things about Microsoft Clarity is also one of the things I find the creepiest, and that’s the ability to sit and watch recordings of your website visitors and see how they interact with the pages. It’s very useful and gives fantastic insight. What about the data that is being sent back? Are you seeing everything? The answer is no, but sometimes you might need to. So for… Continue Reading Megan V....
Applying Filters To Data In Microsoft Clarity – Microsoft Clarity Series – YouTube
📄 http://meganvwalker.com/applying-filters-to-the-dashboard-recordings-heatmap-in-microsoft-clarity There are a ton of ways to filter the data being displayed on the dashboard in Microsoft Clarity. You’ve got the same set of filters also used to narrow or broaden the data viewed for recordings. Heatmaps can also be filtered, although don’t have all the same filters available as the dashboard and recordings. In this video, we’ll walk...
Applying Filters To Data In Microsoft Clarity
There are a ton of ways to filter the data being displayed on the dashboard in Microsoft Clarity. You’ve got the same set of filters also used to narrow or broaden the data viewed for recordings. Heatmaps can also be filtered, although don’t have all the same filters available as the dashboard and recordings. In this post, we’ll walk through the different filter options available in Microsoft… Continue Reading...
Understanding Heatmaps In Microsoft Clarity
We’ve seen recordings in Clarity, and the integration Microsoft Clarity has with Google Analytics. Next, let’s take a look at heatmaps. Heatmaps are not new, with many great email marketing products including them to see where on your emails the recipients clicked and interacted. It’s a way to visualise your email to gauge how successful it was. Did your calls to action work? In Microsoft… Continue Reading...
Understanding Heatmaps In Microsoft Clarity – Microsoft Clarity Series – YouTube
📄 http://meganvwalker.com/understanding-heatmaps-in-microsoft-clarity We’ve seen recordings in Clarity, and the integration Microsoft Clarity has with Google Analytics. Next, let’s take a look at heatmaps. Heatmaps are not new, with many great email marketing products including them to see where on your emails the recipients clicked and interacted. It’s a way to visualise your email to gauge how successful it was. Did your calls to...
Google Analytics Integration With Microsoft Clarity – Microsoft Clarity Series – YouTube
📄 http://meganvwalker.com/google-analytics-integration-with-microsoft-clarity I’ve mentioned before, Microsoft Clarity is not a replacement for Google Analytics, nor is it a comparable product. Instead, it should be used in addition to Google Analytics. In fact, there is a Google Analytics integration from Microsoft Clarity. Connecting the two products provides a session playback link within Google Analytics which can be added...
Google Analytics Integration With Microsoft Clarity
I’ve mentioned before, Microsoft Clarity is not a replacement for Google Analytics, nor is it a comparable product. Instead, it should be used in addition to Google Analytics. In fact, there is a Google Analytics integration from Microsoft Clarity. Connecting the two products provides a session playback link within Google Analytics which can be added to your dashboards and lists of page views,… Continue Reading Megan V....
Reviewing Recordings In Microsoft Clarity – Microsoft Clarity Series – YouTube
📄 https://meganvwalker.com/reviewing-recordings-in-microsoft-clarity You’ve added the tracking code to your website, and you’ve been looking over the dashboard…. now let’s check out the recordings! A recording covers a session that occurred on your site. What’s a session? It’s defined as the amount of time a user spent on your site. A single user can open multiple sessions that can happen on the...
Reviewing Recordings In Microsoft Clarity
You’ve added the tracking code to your website, and you’ve been looking over the dashboard…. now let’s check out the recordings! A recording covers a session that occurred on your site. What’s a session? It’s defined as the amount of time a user spent on your site. A single user can open multiple sessions that can happen on the same day, or over several days, weeks, or months. A session ends…...
Overview Of Microsoft Clarity Dashboard – Microsoft Clarity Series – YouTube
📄 https://meganvwalker.com/overview-of-microsoft-clarity-dashboard Once your Microsoft Clarity tracking code has been added to your website, and you’ve waited a few hours, it’s time to check out your data. In this post, let’s walk through the dashboard to get an understanding of the metrics and analytics provided. Thanks for watching. You can find me in the following places: 🎯 Website: https://meganvwalker.com 🎯...
Overview Of Microsoft Clarity Dashboard
Once your Microsoft Clarity tracking code has been added to your website, and you’ve waited a few hours, it’s time to check out your data. In this post, let’s walk through the dashboard to get an understanding of the metrics and analytics provided. After logging in to Microsoft Clarity, you can navigate to your project (or go directly if you only have one), and then click on the Dashboard… Continue Reading...
Installation of Microsoft Clarity – Microsoft Clarity Series – YouTube
📄 https://meganvwalker.com/installation-of-microsoft-clarity If you read through my first blog in the Microsoft Clarity series, hopefully, you have some understanding of what Clarity is (and maybe what it is not!). Now let’s get to the meat and potatoes and get it installed on a website. This video will walk through how to sign up and add tracking code to your site. ✔ Microsoft Clarity Or Google Analytics:...
Installation of Microsoft Clarity
If you read through my previous blog, hopefully, you have some understanding of what Microsoft Clarity is (and maybe what it is not!). Now let’s get to the meat and potatoes and get it installed on a website. This blog will walk through how to sign up and add tracking code to your site. First, visit https://clarity.microsoft.com to begin. You’ve got three methods you can choose… Continue Reading Megan V....
Microsoft Clarity Or Google Analytics?
A few weeks ago I was tagged in something on LinkedIn by Neil Benson, asking if I would do a 30 day series on Microsoft Clarity. I’d not even heard of it, but it was only launched on October 28th, 2020… so I think I can be forgiven . Clarity is an analytics tool, providing the ability to track how users/visitors interact with and engage with a website. Doesn’t that just sound like Google… Continue Reading Megan...
Share D365 Customer Voice Survey Via URL With The Correct Language – D365 Customer Voice – YouTube
📄 http://meganvwalker.com/share-d365-customer-voice-survey-via-url-with-the-correct-language Creating surveys in D365 Customer Voice and adding multiple languages provides organisations with a way to request feedback in their language of choice. I’ve got a video about how to add the various languages to your survey, and how you can embed a survey on a webpage and set a specific language. What if you want to share the survey on...
Share D365 Customer Voice Survey Via URL With The Correct Language
Creating surveys in D365 Customer Voice and adding multiple languages provides organisations with a way to request feedback in their language of choice. I’ve got a post about how to add the various languages to your survey, and how you can embed a survey on a webpage and set a specific language. What if you want to share the survey on social media or as a direct link, but want to make sure a… Continue Reading Megan V....
Set Language For D365 Customer Voice Survey Embedded On Website – D365 Customer Voice – YouTube
📄 http://meganvwalker.com/set-language-for-d365-customer-voice-survey-embedded-on-website In a previous video, I walked through how to add multiple languages to a survey in Dynamics 365 Customer Voice. Your surveys can then be embedded on a website, providing the ability for them to be responded to from a web page. Simply embedding them using the code provided in D365 Customer Voice will make sure the default language is displayed....
Set Language For D365 Customer Voice Survey Embedded On Website
In a previous post, I walked through how to add multiple languages to a survey in Dynamics 365 Customer Voice. Your surveys can then be embedded on a website, providing the ability for them to be responded to from a web page. Simply embedding them using the code provided in D365 Customer Voice will make sure the default language is displayed. What if you want to make sure a specific language… Continue Reading Megan V....
Adding Multiple Languages To Your D365 Customer Voice Survey – D365 Customer Voice – YouTube
📄 http://meganvwalker.com/adding-multiple-languages-to-your-d365-customer-voice-survey Dynamics 365 Customer Voice surveys are added initially using the Default language based on the language of the Microsoft Office 365 environment where Customer Voice is set up. Additional languages can be added to a survey, providing a way to request feedback in languages more familiar or native to the respondents. If there is a match between the...
Adding Multiple Languages To Your D365 Customer Voice Survey
Dynamics 365 Customer Voice surveys are added initially using the Default language based on the language of the Microsoft Office 365 environment where Customer Voice is set up. Additional languages can be added to a survey, providing a way to request feedback in languages more familiar or native to the respondents. If there is a match between the languages added to the survey and the language… Continue Reading Megan V....
Sending Notifications From The Details Of Survey Responses
Microsoft is continually making changes to Dynamics 365 Customer Voice. This includes new functionality that’s immediate and noticeable and sometimes comes in the form of a simple new field that allows us to do so much more. The Details of the Survey Response or msfp_questionresponseslist field is one such field. In this post let’s dig in to see what it contains, and how we can leverage to… Continue Reading Megan V....
Sending Notifications From The Details Of Survey Responses – D365 Customer Voice – YouTube
📄 https://meganvwalker.com/sending-notifications-from-the-details-of-survey-responses Microsoft is continually making changes to Dynamics 365 Customer Voice. This includes new functionality that’s immediate and noticeable and sometimes comes in the form of a simple new field that allows us to do so much more. The Details of the Survey Response or msfp_questionresponseslist field is one such field. In this video let’s dig...
Forms VS D365 Customer Voice – What Is The Difference?
Microsoft Forms has been around since 2016. In walks Microsoft Forms Pro in 2019, then it’s changed to Dynamics 365 Customer Voice in July 2020. I created a comparison table for Forms VS Forms Pro, which is now out of date and redundant. So, what is the difference between Forms and Customer Voice? Microsoft Forms is accessed from https://forms.office.com, while D365 Customer Voice is… Continue Reading Megan V....
Creating Actions Triggered by Satisfaction Metric Values – D365 Customer Voice – YouTube
📄 http://meganvwalker.com/creating-actions-triggered-by-satisfaction-metric-values-in-customer-voice Microsoft Forms Pro became Dynamics 365 Customer Voice in July 2020. Using Satisfaction Metrics on Surveys, we can use the values that come through in a Survey Response and take actions based on that data. This video will walk through how to access the values using Microsoft Power Automate. Thanks for watching. You can find me in the...
Creating Actions Triggered by Satisfaction Metric Values in Customer Voice
In another post, I provided an overview of how Satisfaction Metrics are set up and then captured on Surveys and Projects in Customer Voice. Once a survey response is submitted by a respondent, this creates a Customer Voice Survey Response record in the corresponding Common Data Service environment. If Satisfaction Metrics were set up for the survey, the type and values submitted for each… Continue Reading Megan V. Walker’s...
Using Different Fonts In The Power Platform
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 examples. I was part of a somewhat silly Twitter thread where I had used ‘fancy’ text in some… Continue Reading...
A Chat With Jon Levesque – Personal Brand Series – YouTube
📄 https://meganvwalker.com/a-chat-with-jon-levesque-personal-brand-series In the latest video on Personal Brand, I got to chat with Amy Sewell and got a unique insight and perspective from someone teaching a course on the subject. In this video, I’ve got a well-known name from the Power Platform Community, Senior Product Evangelist from Microsoft, Jon Levesque. Jon really brought the Flow/Power Automate name and product to the...
A Chat With Jon Levesque – Personal Brand Series
In the latest video on Personal Brand, I got to chat with Amy Sewell and got a unique insight and perspective from someone teaching a course on the subject. In this video, I’ve got a well-known name from the Power Platform Community, Senior Product Evangelist from Microsoft, Jon Levesque. Jon really brought the Flow/Power Automate name and product to the forefront of the Power Platform and… Continue Reading Megan V....
A Chat With Amy Sewell – Personal Brand Series
In the past blog and videos in my Personal Brand Series, I’ve talked about the approaches you can take to building your own brand, creating your website and using social media. I also had a chat with Amy Sewell, a Brand Communication Consultant. Amy represents retailers and consumer brands on TV newscasts and lifestyle shows. With more than 2,000 live television interviews to her credit,… Continue Reading Megan V....
A Chat With Amy Sewell – Personal Brand Series – YouTube
📄 https://meganvwalker.com/a-chat-with-amy-swell-personal-brand-series In the past blog and videos in my Personal Brand Series, I’ve talked about the approaches you can take to building your own brand, creating your website and using social media. I also had a chat with Amy Sewell, a Brand Communication Consultant. Amy represents retailers and consumer brands on TV newscasts and lifestyle shows. With more than 2,000 live television...
Overview Of Satisfaction Metrics in D365 Customer Voice
Dynamics 365 Customer Voice has a fantastic feature that never existed in Forms Pro OR in Voice of the Customer, and that’s Satisfaction Metrics. You can use specific questions to add up to 10 metrics to a project, giving an organization the ability to track the levels of satisfaction in a variety of ways. Three types of metrics can be applied to different questions: NPS: A Net Promoter… Continue Reading Megan V....
Overview Of Satisfaction Metrics in D365 Customer Voice – D365 Customer Voice – YouTube
📄 https://meganvwalker.com/overview-of-satisfaction-metrics-in-d365-customer-voice Microsoft Forms Pro became Dynamics 365 Customer Voice in July 2020. One of the features that is specific to Customer Voice is the ability to set up Satisfaction Metrics to track against specific questions, gathering metrics at not only the individual survey level, but for an overall project. This video will walk through how to set up and access the...
Using Social Media – Building & Marketing Your Personal Brand – YouTube
📄 https://meganvwalker.com/using-social-media-personal-brand-series In this video let’s look at social media, and using various platforms to help build and marketing your own personal brand. Which places are good to use and why? Special thanks to the following MVPs for sending me their thoughts! 🔷 Gus Gonzalez ✔ Website: https://www.elev8solutions.com/ ✔ Twitter: https://twitter.com/GusGonzalez2 🔷 Scott Durow ✔ Website:...
Using Social Media – Personal Brand Series
Part Three of my series covers Social Media. Which platforms should you use, and how should you use them? Is creating a fun and clever handle a good idea, or should you just go with your own first and last name? I’ve put together some thoughts on how to get started, what I think is important, and included some thoughts from some friends. You can check out the video on YouTube! Continue Reading Megan V. Walker’s Article on their...
Email Signatures with Images & Hyperlinks – Part Two
Back in October 2017, I wrote about adding images and hyperlinks to Email Signatures in Dynamics 365. Randomly I have had two people contact me in the past week asking how to get it to work. It still works in the Classic interface, but let’s get with the Unified Interface approach people! We can use the lovely updated Email Signature Experience if using the Customer Service Hub app, or simply… Continue Reading Megan V....
Email Signatures with Images & Hyperlinks – YouTube
📄 http://meganvwalker.com/email-signatures-with-images-hyperlinks-part-two Back in October 2017, I wrote about adding images and hyperlinks to Email Signatures in Dynamics 365. Randomly I have had two people contact me in the past week asking how to get it to work. It still works in the Classic interface, but let’s get with the Unified Interface approach people! We can use the lovely updated Email Signature Experience if using...
Creating Your Own Website – Building & Marketing Your Personal Brand – YouTube
📄 https://meganvwalker.com/creating-your-own-website-personal-brand-series What should you consider when starting a new website? You’ve got to have goals, figure out your domain, and then find somewhere to host it. In this video, I’ll talk through some of the points I think are important when getting your own site up and running! In this series, I will be talking about building and marketing your own personal brand....
Creating Your Own Website – Personal Brand Series
Part Two of my series all about building and marketing your own personal brand is all about creating your own website. I’ve put together some thoughts on how to get started, what I think is important, and included some thoughts from some friends. You can check out the video on YouTube! Continue Reading Megan V. Walker’s Article on their blog Creating Your Own Website – Personal Brand Series – Megan V. Walker...
Adding Customer Service & Holiday Schedules in Dynamics 365 UI
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 these items in to Dynamics 365 means you can then set up an SLA which will take in… Continue Reading Megan...
Create Or Update A D365 Appointment From A Microsoft Bookings Event
I’ve seen quite a few questions about being able to create or update records in Dynamics 365 from new appointments via Microsoft Bookings. I wanted to see if it was possible so started digging a little bit more. It’s not pretty and for me there are still some flaws, but I’ve put together a way in which you can do this. Before we begin, know that if someone cancels their booking via Microsoft… Continue Reading...
