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...
📅 Create Or Update A D365 Appointment From A Microsoft Bookings Event 📅 | Microsoft Bookings Series – YouTube
📄 https://meganvwalker.com/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....
Email Daily Summary Of Bookings Using Power Automate
There are many ways you can manage your appointments within Microsoft Bookings. You can use the mobile app, use Microsoft Teams, or simply log in to Microsoft Bookings directly. How about getting an email each morning with a list of all your bookings? It’s not possible from Bookings itself, but with a bit of investigating in to how the appointments are created, and then using Power Automate,… Continue Reading Megan V....
📅 Email Daily Summary Of Bookings Using Power Automate 📅 | Microsoft Bookings Series – YouTube
📄 http://meganvwalker.com/email-daily-summary-of-bookings-using-power-automate There are many ways you can manage your appointments within Microsoft Bookings. You can use the mobile app, use Microsoft Teams, or simply log in to Microsoft Bookings directly. How about getting an email each morning with a list of all your bookings? It’s not possible from Bookings itself, but with a bit of investigating in to how the appointments are...
Add Book Now Button To A Facebook Page
If you have a Facebook page for your organisation, this is a great place to be interacting with your customers. Stands to reason, someone may go to the page and hope to be able to book from there. On your Bookings Page in Microsoft Bookings, there is an option to connect it to Facebook. Let’s take a look at this option and how to link your Facebook Page to your Microsoft Bookings page with a… Continue Reading Megan V....
📅 Add Book Now Button To A Facebook Page 📅 | Microsoft Bookings Series – YouTube
📄 http://meganvwalker.com/add-book-now-button-to-a-facebook-page If you have a Facebook page for your organisation, this is a great place to be interacting with your customers. Stands to reason, someone may go to the page and hope to be able to book from there. On your Bookings Page in Microsoft Bookings, there is an option to connect it to Facebook. Let’s take a look at this option and how to link your Facebook Page to your...
What is a Personal Brand? – Building & Marketing Your Personal Brand – YouTube
📄 https://meganvwalker.com/building-marketing-your-personal-brand/ I’ve long had an interest in marketing and how people present themselves online. You might not think you have a personal brand, but if you are creating and sharing content online either on your website or YouTube channel, you have a brand. Thinking about it and forcing it too much will likely result in you coming across as being inauthentic, so just being...
Building & Marketing Your Personal Brand
I’ve long had an interest in marketing and how people present themselves online. You might not think you have a personal brand, but if you are creating and sharing content online either on your website or YouTube channel, you have a brand. Thinking about it and forcing it too much will likely result in you coming across as being inauthentic, so just being yourself is usually the best option!… Continue Reading Megan V....
📅 Using The Microsoft Bookings Mobile App 📅 | Microsoft Bookings Series – YouTube
📄 http://meganvwalker.com/using-the-microsoft-bookings-mobile-app With any great piece of software, there is usually a mobile app to go with it, and Microsoft Bookings is no exception. This is a great way for your staff members to have access to view appointments and see what’s going on quickly while on the go. Let’s take a look and see what functionality it has, and how to use it. Thanks for watching. You can find me in...
Using The Microsoft Bookings Mobile App
With any great piece of software, there is usually a mobile app to go with it, and Microsoft Bookings is no exception. This is a great way for your staff members to have access to view appointments and see what’s going on quickly while on the go. Let’s take a look and see what functionality it has, and how to use it. From the app description, with the Bookings app you can: • View and… Continue Reading Megan V....
📅 Using Microsoft Bookings In Microsoft Teams 📅 | Microsoft Bookings Series – YouTube
📄 http://meganvwalker.com/using-microsoft-bookings-in-microsoft-teams As of April 2020, Microsoft stated that over 75 million daily active users were using Microsoft Teams. That’s staggering! Stands to reason that you might then want to add Microsoft Bookings into Microsoft Teams. This way it can be accessed directly while employees are managing their day and working on other things. It’s a nice little integration, so...
Using Microsoft Bookings In Microsoft Teams
As of April 2020, Microsoft stated that over 75 million daily active users were using Microsoft Teams. That’s staggering! Stands to reason that you might then want to add Microsoft Bookings into Microsoft Teams. This way it can be accessed directly while employees are managing their day and working on other things. It’s a nice little integration, so let’s see how to set it up and how it works…. Continue Reading...
📅 Microsoft Booking Experience For Customers & Staff 📅 | Microsoft Bookings Series – YouTube
📄 http://meganvwalker.com/microsoft-booking-experience-for-customers-&-staff Now on to the real stuff with Microsoft Bookings, and understanding the experience for both your Customers and your Staff. When a customer books an appointment, it’s good to understand the process they will follow, and also what will then happen once that appointment comes through. Depending on the settings on the services and for staff members,...
Microsoft Booking Experience For Customers & Staff
Now on to the real stuff with Microsoft Bookings, and understanding the experience for both your Customers and your Staff. When a customer books an appointment, it’s good to understand the process they will follow, and also what will then happen once that appointment comes through. Depending on the settings on the services and for staff members, notifications can be sent, so it’s good to know… Continue Reading Megan...
📅 Creating Your Microsoft Bookings Page 📅 | Microsoft Bookings Series – YouTube
📄 http://meganvwalker.com/creating-your-microsoft-bookings-page Once you have your Business Info, Services and Staff all set up in Microsoft Bookings, it’s time to get your Booking Page all sorted, and then publish it so customers can start booking appointments. It’s quick and easy to get up and running, so let’s take a look! Thanks for watching. You can find me in the following places: 🎯 Website:...
Creating Your Microsoft Bookings Page
Once you have your Business Info, Services and Staff all set up in Microsoft Bookings, it’s time to get your Booking Page all sorted, and then publish it so customers can start booking appointments. It’s quick and easy to get up and running, so let’s take a look! First, get logged in to Microsoft Bookings and navigate to the Booking Page. We can see that the page status is Not published…. Continue Reading Megan...
📅 Managing Your Team & Staff Members In Microsoft Bookings 📅 | Microsoft Bookings Series – YouTube
📄 http://meganvwalker.com/managing-your-team-&-staff-members-in-microsoft-bookings Now that we have Microsoft Bookings set up, and the services offered all added, the staff members can be reviewed. We can add, remove and edit information, making sure the right people are selected and made available for customers to book time and appointments with. Adding them at the Staff level then means we can make sure we select the right...
Managing Your Team & Staff Members In Microsoft Bookings
Now that we have Microsoft Bookings set up, and the services offered all added, the staff members can be reviewed. We can add, remove and edit information, making sure the right people are selected and made available for customers to book time and appointments with. Adding them at the Staff level then means we can make sure we select the right people to provide the right services. When you… Continue Reading Megan V....
Setting Up Services In Microsoft Bookings
In the first part of this Microsoft Bookings series, we walked through getting some of the basics set up. Now let’s look at adding and managing your services. This could be for a physical appointment such as a hair cut, getting your nails done, oil change etc. or it could be for something virtual like a consultation, tutoring or some other online service. Let’s look at how to add the services…. Continue Reading Megan...
📅 Setting Up Your Services 📅 | Microsoft Bookings Series – YouTube
📄 http://meganvwalker.com/setting-up-services-in-microsoft-bookings In the first part of this Microsoft Bookings series, we walked through getting some of the basics set up. Now let’s look at adding and managing your services. This could be for a physical appointment such as a hair cut, getting your nails done, oil change etc. or it could be for something virtual like a consultation, tutoring or some other online service. Let’s look...
The Upgrade Process From Forms Pro To Customer Voice
If you are currently a Forms Pro customer, hopefully, you didn’t miss the announcement a few weeks ago: Forms Pro is becoming Dynamics 365 Customer Voice. Upgrades will begin in August, but what should you expect? Let’s take a quick look. Once your transition has occurred and you go to https://forms.office.com/ you will see a few things. First, a popup that shows Forms Pro has moved to… Continue Reading Megan V....
📅 What Is Microsoft Bookings? 📅 | Microsoft Bookings Series – YouTube
📄 http://meganvwalker.com/what-is-microsoft-bookings In this series, I’m going to dig into Microsoft Bookings in depth. The first few posts will be about using it and setting it up with out of the box functionality. For me, the real fun and excitement will be reviewing how it can be used in some crossover examples to take this ‘Office 365’ product and combine with the ‘Power Platform’ and see how we can...
What Is Microsoft Bookings?
A few years ago I came across Microsoft Bookings. Thought it seemed pretty cool, but didn’t have a need for it, and neither had I done much in the Power Platform world… so I left it alone and kind of forgot about it. More recently I’ve noticed people using services like Calendly and SimplyBook.me, with links in their email signatures to allow people to book meetings and calls with them. This… Continue Reading...
Forms Pro Becomes Customer Voice
What? Why? When? All valid questions. During the Inspire event (July 21st 2020) Microsoft made a massive announcement about changes coming to their survey and feedback offering. It seems like about a year ago that Microsoft launched Forms Pro (pretty much give or take a few weeks!), which provided functionality tied into the Common Data Service and was the suggested replacement for Voice of… Continue Reading Megan V....
Forms Pro Becomes Customer Voice – Q & A – YouTube
At Microsoft Inspire (Tuesday 21st July 2020), they announced that Forms Pro would become Dynamics 365 Customer Voice. This is a HUGE announcement for anyone using Forms Pro. It’s been pretty big for me personally as I have been lucky enough to review Customer Voice & provide feedback. I think there are some fantastic new features, and it will be exciting to see where it goes. Blog post to go along with the video: ⭐Forms Pro...
What WordPress Plugins Do I Use?
I’ve been a WordPress lover and user for some time, more than a decade in fact. I had my own web design business and remember installing WordPress on servers which was a royal pain. These days it’s quick and easy to get a website up and running using WordPress, and it’s a great starting point for a blog. Being open-source software, this means developers can create additional code we can… Continue Reading Megan...
Using Google Analytics & Google Tag Manager In A Dynamics Portal
In June 2020, I put together a 30-day series that covered Google Analytics. Since then, I have had several questions about how you can add it to a Dynamics Portal, but using Google Tag Manager. So a quick blog and video hopefully will help! Here are the main points, but the video walks through the entire thing, with creating your Google Analytics (GA) account, and then adding the Google Tag… Continue Reading Megan V....
Using Google Analytics & Google Tag Manager In A Dynamics Portal – YouTube
🧿 Using Google Analytics & Google Tag Manager In A Dynamics Portal 🧿 Using Google Analytics & Google Tag Manager In A Dynamics Portal NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** DISCLOSURE: THIS POST MAY CONTAIN AFFILIATE LINKS. FULL DETAILS HERE In June 2020, I put together a 30-day series that covered Google Analytics. Since then, I have had several questions about how you can add it to a Dynamics Portal,...
Making Decisions For Your Career – STEM Careers Talk – YouTube
I made a short video about my job, and the route I took to get in to this industry. It was originally made for a STEM (Science, Technology, Engineering & Mathmatics) activity, but I thought it might potentially help others, so sharing it here too. 🚀 STEM: https://www.stem.org.uk/ Thanks for watching. You can find me in the following places: 🎯 Website: https://meganvwalker.com 🎯 Twitter: http://twitter.com/meganvwalker 🎯 LinkedIn:...
Part 30 – Using The Google Analytics Mobile App – YouTube
Part 30 of my Google Analytics Series 🧿 Setting Up Google Analytics On Your Website 🧿 http://meganvwalker.com/ga-using-the-google-analytics-mobile-app This is the last in my Google Analytics Series. I hope you’ve enjoyed it, and been able to pick up some tips and ideas along the way. In the last part, we will look at using the Google Analytics mobile app. Although it’s by no means to be used as a replacement for the web...
Part 29 – Using Keyboard Shortcuts in Google Analytics – YouTube
Part 29 of my Google Analytics Series 🧿 Using Keyboard Shortcuts in Google Analytics 🧿 http://meganvwalker.com/ga-using-keyboard-shortcuts-in-google-analytics Hopefully, you’ve been using Google Analytics for some time now and learning how to navigate around and move through all of the different screens, dashboards and reports. Did you know there is a faster way to move around? We can access keyboard shortcuts to navigate through the...
Part 28 – Using Google Optimize For Personalisation On Your Website – YouTube
Part 28 of my Google Analytics Series 🧿 Using Google Optimize For Personalisation On Your Website 🧿 https://meganvwalker.com/ga-using-google-optimize-for-personalisation-on-your-website In Part 26 of this Google Analytics Series, we reviewed how to add an A/B test to your website using Google Optimize. Then in Part 27 we looked at the reporting and analytics for Google Optimize. Another experience we can create is one that’s...
Part 27 – Reviewing Google Optimize Reports & Analytics – YouTube
Part 27 of my Google Analytics Series 🧿 Reviewing Google Optimize Reports & Analytics 🧿 https://meganvwalker.com/ga-reviewing-google-optimize-reports-analytics In the Part 26, we looked at using Google Optimize to do A/B testing on a website page. Using Google Optimize gives us the ability to create a new experience, set an objective, then test several variances to see which one performs best to help you meet your objective. In...
Part 26 – Using Google Optimize For A B Testing Of A Page – YouTube
Part 26 of my Google Analytics Series 🧿 Using Google Optimize For A B Testing Of A Page 🧿 Part 26 – Using Google Optimize For A/B Testing Of A Page NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** DISCLOSURE: THIS POST MAY CONTAIN AFFILIATE LINKS. FULL DETAILS HERE So far in this series, we have reviewed and set up many different tools that are all related to Google Analytics. We’ve used Google Tag Manager,...
Part 25 – Create Google Analytics Custom Reports Using Google Data Studio – YouTube
Part 25 of my Google Analytics Series 🧿 Create Google Analytics Custom Report Using Google Data Studio 🧿 Create Google Analytics Custom Reports In Google Data Studio NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** DISCLOSURE: THIS POST MAY CONTAIN AFFILIATE LINKS. FULL DETAILS HERE In Part 24 of this Google Analytics Series, we looked at using the Google Data Studio and accessing templates to link to your Google Analytics...
Part 24 – Access Google Analytics Report Templates In Google Data Studio – YouTube
Part 24 of my Google Analytics Series 🧿 Access Google Analytics Report Templates In Google Data Studio 🧿 http://meganvwalker.com/ga-access-google-analytics-report-templates-in-google-data-studio In previous parts of this Google Analytics Series, we’ve looked at creating your own custom reports, then importing reports from the Solutions Gallery and setting up custom dashboards. Google has another free tool that we can use to create not...
Part 23 – Tracking Searches Within Your Own Website – YouTube
Part 23 of my Google Analytics Series 🧿 Tracking Searches Within Your Own Website 🧿 Part 23 – Tracking Searches Within Your Own Website – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** DISCLOSURE: THIS POST MAY CONTAIN AFFILIATE LINKS. FULL DETAILS HERE In Part 5 of this Google Analytics series, we looked at setting up the Google Search Console and linking into your account. This gives us...
Part 22 – Using Lookup Tables In Google Tag Manager To Analyse Data – YouTube
Part 22 of my Google Analytics Series 🧿 Using Lookup Tables In Google Tag Manager To Analyse Data 🧿 https://meganvwalker.com/ga-using-lookup-tables-in-google-tag-manager-to-analyse-data In Part 21 we looked at using Google Tag Manager to track Events in Google Analytics. We used the example of tracking any outbound link on our website that was clicked on. Using ‘The UP Podcast’ website as an example, let’s look at...
Part 21 – Using Google Tag Manager To Track Events – YouTube
Part 21 of my Google Analytics Series 🧿 Setting Up Google Analytics On Your Website 🧿 Part 21 – Using Google Tag Manager To Track Events – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** DISCLOSURE: THIS POST MAY CONTAIN AFFILIATE LINKS. FULL DETAILS HERE In the Behaviour section in Google Analytics is an area for Events. Events are user interactions with content that can be measured...
Part 20 – Adding Annotations To Google Analytics – YouTube
Part 20 of my Google Analytics Series 🧿 Adding Annotations To Google Analytics 🧿 https://meganvwalker.com/ga-adding-annotations-to-google-analytics Do you ever notice a spike in your web traffic? At the time you can probably attribute it to an event you attended, maybe a presentation you gave. If you shared your website with people, ideally that meant they visited your page. Reviewing Google Analytics a few days later and you are...
Part 19 – Using Campaign URL Builder To Track Custom Campaigns – YouTube
Part 19 of my Google Analytics Series 🧿 Using Campaign URL Builder To Track Custom Campaigns 🧿 https://meganvwalker.com/ga-using-campaign-url-builder-to-track-custom-campaigns When you’ve created your content and you share it out in various places, are you tracking where you share it? How many of the visits to a blog post came from your tweet about it vs. how many came from the post you shared on LinkedIn? What about sharing it...