Using Brand Profiles In D365 Marketing
Aug09

Using Brand Profiles In D365 Marketing

With each new release from D365 Marketing come new features and improved functionality. If you are up to date and on at least version 1.85.2012.0 you may have already spotted the new feature of Brand profiles, providing the ability to create different profiles for the various products, services or areas of the business you are sending out marketing email communications about. Let’s check out… Continue Reading Megan V....

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Using Content Blocks In D365 Real-time Marketing
Aug03

Using Content Blocks In D365 Real-time Marketing

Content blocks are not new in Dynamics 365 Marketing, and I’ve covered them before when it comes to Outbound Marketing. However, they are only very recently now available to create and use in Real-time marketing. Content blocks give you the ability to create little building blocks or sections that can easily be added to an email or an email template. This provides the ability to keep sections… Continue Reading Megan V....

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Microsoft Bookings Connector in Power Automate – The Good, The Bad & The Ugly
Jul29

Microsoft Bookings Connector in Power Automate – The Good, The Bad & The Ugly

I started writing about Microsoft Bookings in 2020, wanting to learn as much as I could and then share that insight with others. To this day, some of my most read blog posts are on the topic of Bookings and how to get the most from it. Back then, the only way to get data from Bookings was either using the Microsoft Bookings API in Microsoft Graph, or by creating some crafty little flows in… Continue Reading Megan V....

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Adding Tables To Model-driven Power Apps For Using In Advanced Find
Jul28

Adding Tables To Model-driven Power Apps For Using In Advanced Find

As reviewed in my post that provides a Comprehensive Guide To Modern Advanced Find & View Management, the ability to actually search across a table using the latest Advanced Find functionality is only possible if if it exists within the app being used. I had a few questions asking how to add tables to the app even if you don’t want to have them in the navigation. Let’s take a quick look at… Continue Reading Megan...

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Creating Internal Notification Emails For D365 Marketing Form Submissions
Jul25

Creating Internal Notification Emails For D365 Marketing Form Submissions

One of the things I love about Power Automate and Dataverse combined, is how every day is a school day. We create new processes or flows that work great for the time in which they were created, then you learn more, or things change and new functionality is released, and now it’s time to learn again! It can also make you cringe when you look back at an old flow and see how you built it and know… Continue Reading Megan V....

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Create No-Code Custom Triggers From Related Tables
Jul21

Create No-Code Custom Triggers From Related Tables

Have you checked out the functionality of creating no-code custom triggers in D365 Marketing yet? If not, go and read all about it in my last post, then come back. I’ve already walked through a simple trigger that fires when a column is changed on an existing Contact record. Pretty simple, but powerful stuff! In this post, I will expand a little more, and this time dig in to a related table…. Continue Reading Megan V....

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Create Your Own Custom Triggers Without Any Code in D365 Marketing
Jul19

Create Your Own Custom Triggers Without Any Code in D365 Marketing

If you’re on at least version 1.84.2011.0 of D365 Marketing, and you’ve tried to create a Trigger, you might have already noticed there is now a second option available. The ability to create a trigger that can be used in conjunction with a custom app or website, or tied to a flow in Power Automate, will still be there. The new option is the ability to create a trigger that will be activated… Continue Reading Megan...

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D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 2 2022
Jul17

D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 2 2022

The release notes for Dynamics 365 Wave 2 2022 have been published. My good friend Amey Holden and I decided we wanted to have a chat about it again, just like we did for Wave 1 back in January. As before, we are focusing on the Marketing aspects and the new features we should expect to see from October onwards. The D365 Marketing overview can be found here: Overview of Dynamics 365… Continue Reading Megan V. Walker’s...

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Wave 2 2022 D365 Marketing Chat With Amey Holden – Discussing The New Marketing Features – YouTube
Jul17

Wave 2 2022 D365 Marketing Chat With Amey Holden – Discussing The New Marketing Features – YouTube

Wave 2 2022 D365 Marketing Chat With Amey Holden – Discussing The New Marketing Features The release notes for Dynamics 365 Wave 2 2022 have been published. My good friend Amey Holden and I decided we wanted to have a chat about it again, just like we did for Wave 1 back in January. Again we are focusing on the Marketing aspects and the new features we should expect to see from October onwards. We talk through what each of us...

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A Comprehensive Guide To Modern Advanced Find & View Management
Jul14

A Comprehensive Guide To Modern Advanced Find & View Management

In case you missed it 2022 Release Wave 2 Plan documentation has been published. The modern advanced find isn’t new (it was added in Wave 1), but it will now be turned on by default from October 2022. I have worked with many clients where the classic Advanced Find has been left on, so I thought it might be a good idea to put together some information on how to turn it on ahead of time, and how… Continue Reading Megan V....

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Sending Reminder & Follow Up Emails For Events Using Real-time Marketing
Jul05

Sending Reminder & Follow Up Emails For Events Using Real-time Marketing

I wrote a post about how you can create just 1 Trigger, 1 Email and 1 Journey and have an email sent out when someone registers for an event, and have that email include a link to an ICS (Calendar invite) file that is unique and personalised to them. I just had 1 email in the journey for simplicity to show you how it would work. In this blog post, let’s expand on that by adding in more emails… Continue Reading Megan V....

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Microsoft Teams Chat Collaboration In D365 Marketing
Jul04

Microsoft Teams Chat Collaboration In D365 Marketing

Using Microsoft Teams is just what most organisations do now. For those using Dynamics 365, there are many options to integrate the two. Microsoft Teams chat within Dynamics 365 is not new, and not even new in terms of using it with D365 Marketing. Jepser Osgaard blogged about it in November 2021 in fact. However, now it’s an option to get to from the D365 Marketing App, and many of the tables… Continue Reading Megan V....

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Contact Timeline Adjustments Including D365 Marketing Interactions
Jun28

Contact Timeline Adjustments Including D365 Marketing Interactions

One of the most valuable aspects of using Dynamics 365 Marketing is the ability for all users, no matter what area of the business they work in, to be able to see what interactions have occurred for a Contact. The Timeline control has been around for AGES, but for some reason isn’t often utilised as much as it should be. If a Customer Service Representative is about to call someone about a… Continue Reading Megan V....

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July 2022 – What’s New In D365 Marketing – Overview of Latest Features🚀 – YouTube
Jun26

July 2022 – What’s New In D365 Marketing – Overview of Latest Features🚀 – YouTube

July 2022 – What’s New In D365 Marketing – Overview of Latest Features🚀 Following on from my D365 Marketing YouTube Live event in June, I am planning the next one for the end of July. In this one we will cover anything released and not covered previously for June, and also any new features from July 2022. Join me to find out what the features are, and how to use them. Hope to see you online! 🚀 Check out my blog posts on Dynamics...

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Event Registrations & Real-time Marketing Journeys
Jun23

Event Registrations & Real-time Marketing Journeys

Online events are a big part of marketing. Ideally your customers sign up to gain more insights from you as subject matter experts, and new prospects register because they are interested in your products or services and want to hear what you have to say. Win/Win! D365 Marketing provides an Event planning and management area to set up your webinars (or in-person events) and use Microsoft Teams… Continue Reading Megan V....

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Send Password Reset To Contact Using Power Automate
Jun21

Send Password Reset To Contact Using Power Automate

Back at the start of 2019, I wrote a blog about how to set up and use the Forgotten Password Functionality for portals (Power Pages). Functionality exists for a portal that gives a Contact the ability to do a password reset when they have forgotten their password. This exists as a process (old school workflow) that’s an action which generates a unique link for the Contact and then sends it to… Continue Reading Megan V....

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11 Tips & Tricks In Model-driven Power Apps
Jun16

11 Tips & Tricks In Model-driven Power Apps

I started on my Power Platform journey over a decade ago, and like many people just learning as I go, bumbling around and often figuring things out with luck or a lucky Google. I know there are many people who have started their journey in similar ways, or have come from Canvas Apps or other places and are just dipping their toe in the model-driven app world. This post will provide some tips… Continue Reading Megan V....

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Using Outbound Subscription Centres In Real-time Marketing
Jun14

Using Outbound Subscription Centres In Real-time Marketing

I have written in the past about setting up your custom subscription centre as a marketing form that you can then embed in a page on your website. For me, I believe this is the best approach to make sure your customers, prospects, and website visitors have a seamless experience where all of your content is branded consistently. The other option is to create a marketing form and then add to a… Continue Reading Megan V....

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What’s new in D365 Marketing – Overview of Latest Features🚀 – YouTube
Jun11

What’s new in D365 Marketing – Overview of Latest Features🚀 – YouTube

What’s new in D365 Marketing – Overview of Latest Features🚀 Microsoft are on fire right now with the Dynamics 365 Marketing App. They are releasing new features each month available for you to preview and try out. In this YouTube Live event, I will walk through features from June, May and maybe even a few good ones from April too! Join me to find out what the features are, and how to use them. Hope to see you online! 🚀...

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– The A to Z of D365 Marketing Series – YouTube
Jun10

– The A to Z of D365 Marketing Series – YouTube

The A to Z of D365 Marketing Series In this series, I’m covering the A to Z of Dynamics 365 Marketing. 🚀 Check out my blog posts on Dynamics 365 Marketing here: Dynamics Marketing Archives – Megan V. Walker Dynamics 365 Marketing is a marketing-automation application that helps turn prospects into business relationships. The app works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Review...

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Adding Conditional Content To Real-time Marketing Emails – D365 Marketing – YouTube
Jun07

Adding Conditional Content To Real-time Marketing Emails – D365 Marketing – YouTube

Adding Conditional Content To Real-time Marketing Emails – D365 Marketing Adding conditional content to marketing emails in the Dynamics 365 Marketing App is not necessarily a new thing, I have written about it before. However, that was HARD for people to use! It involved adding bits of code and trying to figure out where it should go, not to mention looking at the email itself was enough to give you a headache. If you needed to...

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Adding Conditional Content To Real-time Marketing Emails
Jun07

Adding Conditional Content To Real-time Marketing Emails

Adding conditional content to marketing emails in the Dynamics 365 Marketing App is not necessarily a new thing, I have written about it before. However, that was HARD for people to use! It involved adding bits of code and trying to figure out where it should go, not to mention looking at the email itself was enough to give you a headache. If you needed to use one of three possible images, all… Continue Reading Megan V....

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Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing – YouTube
May30

Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing – YouTube

Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing If you are using the Real-time Marketing functionality within the D365 Marketing App, you might have already seen the new step you can add in to a Journey. The Activate a custom trigger allows you to trigger other journeys or flows in Power Automate. I’ve written previously about creating a flow to kick off the trigger, but not the other way around. So, in...

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Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing
May30

Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing

If you are using the Real-time Marketing functionality within the D365 Marketing App, you might have already seen the new step you can add in to a Journey. The Activate a custom trigger allows you to trigger other journeys or flows in Power Automate. I’ve written previously about creating a flow to kick off the trigger, but not the other way around. So, in this post we will look at how Power… Continue Reading Megan V....

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Checking User Access To Model-driven Apps (D365 CE)
May26

Checking User Access To Model-driven Apps (D365 CE)

For many organisations, the ability to access Dynamics 365 Apps (model-driven/Customer Engagement) is simple. Give them an appropriate license, wait for them to show up in Dataverse (CE) and then give them the right security role. Simple! What about those with custom model-driven apps? Or users that just don’t seem to be able to get in to D365 at all? The way you can look for more details has… Continue Reading Megan V....

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Update D365 Marketing To The Latest Version
May25

Update D365 Marketing To The Latest Version

If you use Dynamics 365 Marketing and/or are a System Administrator for an organisation that uses it, this post is for you. Microsoft are great at putting out updates for the Marketing app, but as of yet there is no way for you to be notified about them. That means there could be new and amazing functionality ready to be used that you just are not aware of. This page shows what’s new and each… Continue Reading Megan V....

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Update D365 Marketing To The Latest Version – Dynamics 365 Marketing – YouTube
May25

Update D365 Marketing To The Latest Version – Dynamics 365 Marketing – YouTube

Update D365 Marketing To The Latest Version – Dynamics 365 Marketing If you use Dynamics 365 Marketing and/or are a System Administrator for an organisation that uses it, this video is for you. Microsoft are great at putting out updates for the Marketing app, but as of yet there is no way for you to be notified about them. That means there could be new and amazing functionality ready to be used that you just are not aware of....

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Episode 76 – Thanks For Listening
May17

Episode 76 – Thanks For Listening

Not much to say except thanks for listening! We have loved every moment of this journey, and appreciate all of you who have listened, liked, shared, commented and joined us each week. Thank you! If you enjoyed this episode, we’d love to know Tell us why you listen and we’ll share it on the podcast! lovethepodcast.com/theUPpodcast Continue Reading Megan’s Article on their blog Episode 76 – Thanks For Listening...

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Episode 75 – Custom Pages, & Happy Birthday Teams
Mar17

Episode 75 – Custom Pages, & Happy Birthday Teams

Happy 5th Birthday Teams Microsoft Teams 5 Year Anniversary –  A Community Celebration: Microsoft Teams 5 Year Anniversary – Microsoft Tech CommunityMicrosoft Teams Turns 5: What’s Next? – Microsoft Teams turns five. What’s next? | ZDNet Power Apps Custom Pages & Model-driven Apps – How do custom pages change model-driven apps? – YouTubeLending Books with Power Apps Custom...

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Adding & Using Dynamics Pre-defined Tokens In D365 Marketing
Mar14

Adding & Using Dynamics Pre-defined Tokens In D365 Marketing

Personalisation of emails using dynamic text (pre-defined tokens) has been around in Dynamics 365 Marketing for some time. You can add in text that you pull in from the Contact record, or from records related to the Contact. For things like the Contact’s First or Last Name, that’s pretty simple and easy to do. However, not everyone using the Marketing App knows exactly where to pull in things… Continue Reading Megan...

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Episode 74 – Nuance Acquisition, Power Apps & Teams
Mar08

Episode 74 – Nuance Acquisition, Power Apps & Teams

Microsoft News Microsoft – Nuance Acquisition – Official Press Release  |  Microsoft Blog Post on Nuance Power Apps Working Offline in Model-driven Power Apps – Model-driven apps offline for Makers (preview) | Microsoft Power AppsPower Apps Custom Theme – Matthew Devaney – Create A Power Apps Custom Theme – Colors, Fonts, Icons & Controls (matthewdevaney.com)...

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Create An Email Notification For Each D365 Marketing Form Submitted
Mar07

Create An Email Notification For Each D365 Marketing Form Submitted

One of the common requests for processes when a submission from a D365 Marketing Form is received is an email notification. Strangely this isn’t something that exists out of the box, but we can create a process using Power Automate to do this. In this post, I will walk through an example of a flow that could be used. Keep in mind this is just an idea, and you can use it to help with your own… Continue Reading Megan V....

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Create An Email Notification For Each D365 Marketing Form Submitted – D365 Marketing – YouTube
Mar07

Create An Email Notification For Each D365 Marketing Form Submitted – D365 Marketing – YouTube

Create An Email Notification For Each D365 Marketing Form Submitted – D365 Marketing One of the common requests for processes when a submission from a D365 Marketing Form is received is an email notification. Strangely this isn’t something that exists out of the box, but we can create a process using Power Automate to do this. In this video (and corresponding blog post), I will walk through an example of a flow that could...

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Episode 73 – Power Platform & D365 Marketing Updates
Mar01

Episode 73 – Power Platform & D365 Marketing Updates

Power Platform Updates < ul>Early Release Features now available – Try out the Power Apps 2022 April Release Wave 1 updates for Model-driven apps! | Microsoft Power AppsNew Auditing Features – Announcing new Dataverse auditing features | Microsoft Power AppsMigrate Access database to Dataverse – Migrate Microsoft Access data to Microsoft Dataverse (contains video) – Power Apps |...

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Adding A File Download To A Marketing Email Button
Feb28

Adding A File Download To A Marketing Email Button

I’ve got a quick blog post here, easy to follow and implement, but makes things a whole lot simpler when trying to share files with your Contacts using D365 Marketing. Let’s look at how you can upload a file, then add a button to your Marketing Email and link it back to the document as a file download. First things first, where do the files actually go? Although you don’t have to upload the… Continue Reading...

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6 Google Alerts Everyone Should Create
Feb03

6 Google Alerts Everyone Should Create

Recently I noticed that I was mentioned in an article published by a really well-known website in my industry. MS Dynamics World did a write-up that featured a podcast episode from The UP Podcast that I co-host with Lisa Crosbie. We weren’t tagged on Twitter or LinkedIn nor did I see it shared anywhere even just with the mention of our names. The ONLY reason I knew about it was from an email I… Continue Reading Megan V....

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6 Google Alerts Everyone Should Create – YouTube
Feb03

6 Google Alerts Everyone Should Create – YouTube

6 Google Alerts Everyone Should Create industry. MS Dynamics World did a write-up that featured a podcast episode from The UP Podcast that I co-host with Lisa Crosbie. We weren’t tagged on Twitter or LinkedIn nor did I see it shared anywhere even just with the mention of our names. The ONLY reason I knew about it was from an email I received from a Google Alert I had set up. Knowing the article existed meant we could talk about...

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Episode 72- Wave 1 Roundup, Teams Tips & Real-time Marketing
Feb02

Episode 72- Wave 1 Roundup, Teams Tips & Real-time Marketing

Wave 1 2022 Microsoft pros react to 2022 Release Wave 1 from MSDynamicsWorld – Microsoft pros react to Dynamics 365, Power Platform 2022 Release Wave 1 | MSDynamicsWorld.comD365 Marketing Wave 1 Chat with Amey Holden – Discussing Marketing Features from Wave 1 20222022 Release Wave 1 – Roundup of Roundups – 2022 Release Wave 1 – Power Wiki Microsoft Teams Lisa’s new video: Top… Continue...

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Real-time Marketing, RSS Feeds & Subscription Centres –  Dynamics 365 Marketing – YouTube
Feb01

Real-time Marketing, RSS Feeds & Subscription Centres – Dynamics 365 Marketing – YouTube

Real-time Marketing, RSS Feeds & Subscription Centres – Dynamics 365 Marketing For my own website, I have a way for people to subscribe to different categories of blog posts. I give them a subscription page and the option to select which types of content to receive. I appreciate that not everyone is interested in all of the areas I cover, so they can select accordingly so that when a new blog post hits my RSS feed, an email...

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D365 Real-time Marketing, RSS Feeds & Subscription Centres
Feb01

D365 Real-time Marketing, RSS Feeds & Subscription Centres

For my own website, I have a way for people to subscribe to different categories of blog posts. I give them a subscription page and the option to select which types of content to receive. I appreciate that not everyone is interested in all of the areas I cover, so they can select accordingly so that when a new blog post hits my RSS feed, an email goes out to only those who want that kind of… Continue Reading Megan V....

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D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2022 – YouTube
Jan31

D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2022 – YouTube

D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2022 The release notes for Dynamics 365 Wave 1 2022 came out, and who better to chat to them about than my good friend Amey Holden. Amey is the queen of ABC (Anything But Code) and has written her fair share of blog posts really digging into the Dynamics 365 Marketing App. We talk through what each of us thinks of the new proposed features from...

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D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2022
Jan31

D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2022

Last week we saw the release of the Dynamics 365 Wave 1 2022 release notes from Microsoft. Lisa Crosbie and I talked through our favourites on The UP Podcast on our top picks episode, and then I walked through all of the Marketing related ones in a video. BUT, I wanted to find out what my fellow Marketing fan and Microsoft Business Applications MVP, Amey Holden, thought. We sat down and had a… Continue Reading Megan V....

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Using The Outlook Web App As A Desktop App
Jan28

Using The Outlook Web App As A Desktop App

If you are like millions of others who work daily using Outlook, you likely use the desktop client. You might have it in the start menu or pinned to your taskbar and just leave it open throughout the day. You might also combine that with using the outlook web app (OWA) and likely find there are some features there that are quite frankly just better than in the desktop version. For me, I have a… Continue Reading Megan V....

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Using The Outlook Web App As A Desktop App – YouTube
Jan28

Using The Outlook Web App As A Desktop App – YouTube

Using The Outlook Web App As A Desktop App If you are like millions of others who work daily using Outlook, you likely use the desktop client. You might have it in the start menu or pinned to your taskbar and just leave it open throughout the day. You might also combine that with using the outlook web app (OWA) and likely find there are some features there that are quite frankly just better than in the desktop version. For me, I have...

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Wave 1 2022 Release – D365 Marketing Features
Jan25

Wave 1 2022 Release – D365 Marketing Features

If you are on my website reading this, I think you know that I LOVE MARKETING right? If not, just know that I definitely do. So I am really excited that the Wave 1 2022 Release notes from Microsoft covers a TON of new features and functionality specifically for Dynamics 365 Marketing. I’ve made a video talking through all of the items and what I think/hope they will actually mean! It’s… Continue Reading Megan V....

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Episode 71 – 2022 Release Wave 1 Plan – Top Picks
Jan25

Episode 71 – 2022 Release Wave 1 Plan – Top Picks

2022 Release Wave 1 Plan – Our Top Favourites Microsoft Power Platform: 2022 release wave 1 plan – Access to release documentation for Power PlatformDynamics 365: 2022 release wave 1 plan – Access to release documentation for Dynamics 365Wave 1 Video from Lisa – Power Platform and Dynamics 365 Wave 1 2022: Top 10 in 10 MinutesWave 1 Video from Megan – Wave 1 2022 Release – D365… Continue Reading Megan’s Article on...

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Wave 1 2022 Release – D365 Marketing Features! – YouTube
Jan25

Wave 1 2022 Release – D365 Marketing Features! – YouTube

Wave 1 2022 Release – D365 Marketing Features! It’s time to get excited! The Release Notes for Dynamics 365 Wave 1 2022 are now live! You can access them here: Microsoft Dynamics 365 2022 release wave 1 plan overview The Dynamics 365 and industry clouds release plan for the 2022 release wave 1 describes new features releasing from April through September 2022. You can either browse the release plan online or download the...

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Installing Dynamics 365 Marketing – Back To Basics! – YouTube
Jan21

Installing Dynamics 365 Marketing – Back To Basics! – YouTube

Installing Dynamics 365 Marketing – Back To Basics! I figured I would take things back to basics and just walk through how to do an install of Dynamics 365 Marketing. Quick and simple, although make sure you don’t sit and wait for it to complete, hours and hours you might be waiting 😉 🚀 Check out my blog posts on Dynamics 365 Marketing here: Dynamics Marketing Archives – Megan V. Walker Dynamics 365 Marketing is a...

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Episode 70 – Release Notes, Teams, Events & Community
Jan18

Episode 70 – Release Notes, Teams, Events & Community

News Wave 1 2022 Release Notes publication date announced (25th January) –  Product Roadmap | Microsoft Dynamics 365Microsoft Certification Exam SandboxVisit the site – aka.ms/ExamDemoLisa’s video – Before your first Microsoft Certification Exam … WATCH THISMicrosoft Certification RenewalsAsk the Experts Session Jan 25  – Ask the Expert – Events | Microsoft...

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Episode 69 – Certifications, Events & Community
Jan11

Episode 69 – Certifications, Events & Community

New Release Announcements Ratings for model-driven apps | Microsoft Docs – Ratings for model-driven apps | Microsoft DocsDynamics 365 Customer Service Community (Preview) – Engage with customers in Dynamics 365 Customer Service Community Preview  | Official Documentation –  Overview of Community Certifications New – Microsoft Customer Data Platform Specialist MB-260 Announcement… Continue...

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