Making Decisions For Your Career – STEM Careers Talk – YouTube
Jul10

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 It was originally made for a STEM (Science, Technology, Engineering & Mathmatics) activity, but I thought it might potentially help others, so sharing it here too.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:...

Read More
Part 30 – Using The Google Analytics Mobile App – YouTube
Jun30

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...

Read More
Part 29 – Using Keyboard Shortcuts in Google Analytics – YouTube
Jun29

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...

Read More
Part 28 – Using Google Optimize For Personalisation On Your Website – YouTube
Jun28

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...

Read More
Part 27 – Reviewing Google Optimize Reports & Analytics – YouTube
Jun27

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...

Read More
Part 26 – Using Google Optimize For A B Testing Of A Page – YouTube
Jun26

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,...

Read More
Part 25 – Create Google Analytics Custom Reports Using Google Data Studio – YouTube
Jun25

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...

Read More
Part 24 – Access Google Analytics Report Templates In Google Data Studio – YouTube
Jun24

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...

Read More
Part 23 – Tracking Searches Within Your Own Website – YouTube
Jun23

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...

Read More
Part 22 – Using Lookup Tables In Google Tag Manager To Analyse Data – YouTube
Jun22

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...

Read More
Part 21 – Using Google Tag Manager To Track Events – YouTube
Jun21

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...

Read More
Part 20 – Adding Annotations To Google Analytics – YouTube
Jun20

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...

Read More
Part 19 – Using Campaign URL Builder To Track Custom Campaigns – YouTube
Jun19

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...

Read More
Part 18 – Reviewing Analytics Intelligence From Google Analytics Insights – YouTube
Jun18

Part 18 – Reviewing Analytics Intelligence From Google Analytics Insights – YouTube

Part 18 of my Google Analytics Series 🧿 Reviewing Analytics Intelligence From Google Analytics Insights 🧿 Part 18 – Reviewing Google Analytics Insights – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** DISCLOSURE: THIS POST MAY CONTAIN AFFILIATE LINKS. FULL DETAILS HERE Hopefully, by now, you are starting to use Google Analytics effectively and get a good understanding of the traffic coming to...

Read More
Part 17 – Creating Custom Alerts In Google Analytics – YouTube
Jun17

Part 17 – Creating Custom Alerts In Google Analytics – YouTube

Part 17 of my Google Analytics Series 🧿 Creating Custom Alerts In Google Analytics 🧿 Part 17 – Creating Custom Alerts In Google Analytics – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** DISCLOSURE: THIS POST MAY CONTAIN AFFILIATE LINKS. FULL DETAILS HERE Unless your full-time job is a digital marketer and you are paid to manage and review website traffic, chances are you won’t have time...

Read More
Part 16 – Sending Google Analytics Data Via Email – YouTube
Jun16

Part 16 – Sending Google Analytics Data Via Email – YouTube

Part 16 of my Google Analytics Series 🧿 Sending Google Analytics Data Via Email 🧿 https://meganvwalker.com/ga-sending-google-analytics-data-via-email We’ve created custom reports and created custom dashboards. We’ve set them up to show data that’s valuable and of interest to us so we can analyse the traffic and make the right decisions for our site. What if you’ve got other people who need to know what’s...

Read More
Part 15 – Creating Your Own Custom Dashboards In Google Analytics – YouTube
Jun15

Part 15 – Creating Your Own Custom Dashboards In Google Analytics – YouTube

Part 15 of my Google Analytics Series 🧿 Creating Your Own Custom Dashboards In Google Analytics 🧿 Part 15 – Creating Your Own Custom Dashboards In Google Analytics NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** DISCLOSURE: THIS POST MAY CONTAIN AFFILIATE LINKS. FULL DETAILS HERE We can create our own custom reports in Google Analytics. The reports show metrics at the top, with dimensions at the bottom. We can create...

Read More
Part 14 – Finding & Using Custom Reports From The Gallery – YouTube
Jun14

Part 14 – Finding & Using Custom Reports From The Gallery – YouTube

Part 14 of my Google Analytics Series 🧿 Finding & Using Custom Reports From The Gallery 🧿 Part 14 – Finding & Using Custom Reports From The Gallery NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** You can create your own custom reports, add report categories and save your reports for quick access to the data most important to you. Did you know you can also import reports from the Google Analytics Solutions...

Read More
Part 13 – Creating Google Analytics Custom Reports – YouTube
Jun13

Part 13 – Creating Google Analytics Custom Reports – YouTube

Part 13 of my Google Analytics Series 🧿 Creating Google Analytics Custom Reports 🧿 Part 13 – Creating Google Analytics Custom Reports – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Now that you’ve been reviewing your data in Google Analytics, hopefully, you are starting to find what’s most valuable and useful to you. Having reports you can easily view, with information that works...

Read More
Part 12 – Understanding The Flow Of Your Website Users – YouTube
Jun12

Part 12 – Understanding The Flow Of Your Website Users – YouTube

Part 12 of my Google Analytics Series 🧿 Understanding The Flow Of Your Website Users 🧿 Part 12 – Understanding The Flow Of Your Website Users NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** If you are in the Power Platform world you might be thinking…. oooh Flows! Power Automate! Nope, not here, but Flows do also exist in Google Analytics. There are several flow reports. If you are in the Power Platform world...

Read More
Part 11 – Providing Access To Google Analytics Via User Management – YouTube
Jun11

Part 11 – Providing Access To Google Analytics Via User Management – YouTube

Part 11 of my Google Analytics Series 🧿 Providing Access To Google Analytics Via User Management 🧿 https://meganvwalker.com/ga-providing-access-to-google-analytics-via-user-management If you have your Google Analytics account set up, and you get to the point where you need or want some help from someone, you can grant access to other users as required. You might be working on a community project such as a podcast or event, or you...

Read More
Making The Most Of The Email Subject And Preview Text
Jun10

Making The Most Of The Email Subject And Preview Text

When you are creating your marketing emails, how much are you considering the subject line? Are you paying much attention and considering how it will appear in different mail clients? What about the preview text? Is it important? When creating your marketing emails it might not be that obvious where to add the preview text, so in this post we will take a look at how to add it, and why it’s… Continue Reading Megan V....

Read More
Part 10 – Tracking & Understanding The Behaviour Of Your Website Visitors – YouTube
Jun10

Part 10 – Tracking & Understanding The Behaviour Of Your Website Visitors – YouTube

Part 10 of my Google Analytics Series 🧿 Tracking & Understanding The Behaviour Of Your Website Visitors 🧿 We know how many visitors we are getting to our site, and we know a bit about them in terms of the demographics, interests and location. We also know we acquired them, be it from a referral site, social media or organic search. What about knowing what they did when they reached our site? Where did they go, what did they click...

Read More
Part 9 – Using Goals To Track & Measure A Specific Path Or Action On Your Website – YouTube
Jun09

Part 9 – Using Goals To Track & Measure A Specific Path Or Action On Your Website – YouTube

Part 9 of my Google Analytics Series 🧿 Using Goals To Track & Measure A Specific Path Or Action On Your Website🧿 Using Goals To Track And Measure Actions On Your Website NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Most people have goals of some kind or other. It could be your own personal life goals (buy a house, get a Tesla, pay off all your debt), or goals set with your manager for what to work on this year. Most...

Read More
Part 8 – Understand How You Are Acquiring Your Website Visitors – YouTube
Jun08

Part 8 – Understand How You Are Acquiring Your Website Visitors – YouTube

Part 8 of my Google Analytics Series 🧿 Understand How You Are Acquiring Your Website Visitors 🧿 https://meganvwalker.com/ga-understand-how-you-are-acquiring-your-website-visitors/ You are getting a TON of visitors to your site, the traffic is going up which is awesome! But where are they all coming from? Even if you just share your blog posts on Twitter, that doesn’t mean that’s where they are all coming from. People are...

Read More
Part 7 – Understanding More About Your Website Visitors – YouTube
Jun07

Part 7 – Understanding More About Your Website Visitors – YouTube

Part 7 of my Google Analytics Series 🧿 Understanding More About Your Website Visitors 🧿 Part 7 – Understanding More About Your Website Audience – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** You’ve got your Google Tag Manager account set up with your Google Analytics variable, and everything is being tracked nicely. So just who are these people flocking to your website? It’s time...

Read More
Part 6 – Using Google Tag Manager To Combine Your Tracking Code In One Place – YouTube
Jun06

Part 6 – Using Google Tag Manager To Combine Your Tracking Code In One Place – YouTube

Part 6 of my Google Analytics Series 🧿 Using Google Tag Manager To Combine Your Tracking Code In One Place 🧿 Part 6 – Using Google Tag Manager To Combine Your Tracking Code In One – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Google Analytics has been around since 2005. Google Tag Manager was introduced in 2012. It provides webmasters and marketers with a way to quickly add, replace and...

Read More
Part 5 – Setting Up The Search Console For Google Analytics – YouTube
Jun05

Part 5 – Setting Up The Search Console For Google Analytics – YouTube

Part 5 of my Google Analytics Series 🧿 Setting Up The Search Console For Google Analytics 🧿 Part 5 – Setting Up The Search Console For Google Analytics – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** One of the areas in the Google Analytics Acquisition section is the Search Console. Search Console is another free Google product which provides data and analytics designed to help you with...

Read More
Part 4 – Creating Additional Filtered Views Of Website Data – YouTube
Jun04

Part 4 – Creating Additional Filtered Views Of Website Data – YouTube

Part 4 of my Google Analytics Series 🧿 Creating Additional Filtered Views Of Website Data 🧿 Part 4 – Creating Additional Filtered Views Of Website Data – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** When setting up Google Analytics, a default View of the data is created. This view is of All Website Data for the property you added. So, we can see everything for the website no matter which...

Read More
Using Content Settings For Dynamic Social Profile Links
Jun04

Using Content Settings For Dynamic Social Profile Links

When sending out emails using the Dynamics 365 for Marketing app, a Customer Journey is needed each time. For each Customer Journey, you must determine the Content Settings to use for the entirety of the journey. Your Content Settings hold things like the organisations address, social media links, the subscription centre and a link for forwarding to a friend. We can use the Content Settings to… Continue Reading Megan V....

Read More
Part 3 – Reviewing Realtime Data In Google Analytics – YouTube
Jun03

Part 3 – Reviewing Realtime Data In Google Analytics – YouTube

Part 3 of my Google Analytics Series 🧿 Reviewing Realtime Data In Google Analytics 🧿 Part 3 – Reviewing Realtime Data In Google Analytics – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** So we’ve got Google Analytics tracking code added to our website, and we’ve filtered out our own IP address, and hopefully, we are getting visits to our website (even if it’s just your Dad and...

Read More
Display Survey Response Details On Case Record
Jun02

Display Survey Response Details On Case Record

Recently I was asked by someone how they could show some of the responses from a Forms Pro survey directly on a Case record. You can easily set a Survey Invitation regarding a case, and the corresponding Survey Response also comes back linked to the case. That’s simple to do (see here and here), but how can you display the NPS, Sentiment or even the value from a Rating question? Once a case is… Continue Reading Megan V....

Read More
Part 2 – Filter Out Your Own IP Address From Your Website Traffic – YouTube
Jun02

Part 2 – Filter Out Your Own IP Address From Your Website Traffic – YouTube

Part 2 of my Google Analytics Series 🧿 Filter Out Your Own IP Address From Your Website Traffic 🧿 Part 2 – Filter Out Your Own IP Address From Your Website Traffic – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** We are going to dig into SO MUCH functionality in this Google Analytics series, but first, we need to look at some of the not so exciting stuff so we can make it work in the best way...

Read More
Part 1 – Setting Up Google Analytics On Your Website – YouTube
Jun01

Part 1 – Setting Up Google Analytics On Your Website – YouTube

Part 1 of my Google Analytics Series 🧿 Setting Up Google Analytics On Your Website 🧿 Part 1 -Setting Up Google Analytics On Your Website – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** You’ve got a great website, perhaps it’s brand new and you are dipping your toe into the world of blogging? Maybe you are working on a project and implementing a Power Apps Portal and your client wants to...

Read More
Introduction – Google Analytics Series – YouTube
May31

Introduction – Google Analytics Series – YouTube

🧿 Introduction – Google Analytics Series 🧿 My new blog & video series starts June 1st 2020 with a different topic each day throughout the month. So that’s 30 tips, ideas and tricks on getting started with, and using Google Analytics to track the visits and stats for your website. 👉🏼Subscribe to the series on my site: https://bit.ly/2TC9jbY 📉📊📈 Google Analytics: https://analytics.google.com/ Thanks for watching. You can...

Read More
Sending Emails From The Contact Owner With D365 Marketing
May28

Sending Emails From The Contact Owner With D365 Marketing

We’ve all been sent marketing emails that we ignore, no one is immune. How can we make sure that the emails WE send from Dynamics 365 for Marketing have more chance of being opened… and even more important, being read! The sender of an email is a good place to start. Are you just sending your emails from something like marketing@yourdomain.com (hoping you read this and set up your domain… Continue Reading Megan V....

Read More
Setting Up Notifications For Approaching Survey Response Limits
May27

Setting Up Notifications For Approaching Survey Response Limits

After changes were made to the Forms Pro entities so that they could be edited, I’ve thought of different ways that could help people trying to review and monitor the number of survey responses received. As standard, there are 2,000 responses a month that can be received (you can increase this as needed). In another post, we reviewed how to set up a survey dashboard to review response levels…. Continue Reading Megan V....

Read More
Displaying Information Using Branching Rules & Choice Questions
May20

Displaying Information Using Branching Rules & Choice Questions

If you have a survey in Forms Pro there might be occasion where you would like to have different text or instructions displayed to the respondents depending on how they answer specific questions. We have a way we can do this by using a Choice question and Branching Rules to determine what gets displayed. First let’s start with a basic survey, designed for customers of an organisation to report… Continue Reading Megan V....

Read More
Displaying Dynamic Images Using Content Blocks
May19

Displaying Dynamic Images Using Content Blocks

In a previous post, we reviewed how to display dynamic images in D365 for Marketing emails. This was done using images stored on a web server, named a specific way which could then be pulled in if they matched a value on an option set field. In this post, we will look at how you could achieve the same thing but this time using Content Blocks and some conditional logic. This means it doesn’t… Continue Reading Megan V....

Read More
Ten Ways To Use Variables In Forms Pro
May14

Ten Ways To Use Variables In Forms Pro

Using Variables in Forms Pro gives form creators a way to personalise surveys being sent to respondents. Since Forms Pro first came on the scene, variables have existed and could be added to a survey, but it was limited. Gradually we have seen more and more options added, with variables becoming increasingly more flexible. I’ve put together a list of ten ways variables can be used to create… Continue Reading Megan V....

Read More
Using Fields To Display Dynamic Images In Marketing Emails
May12

Using Fields To Display Dynamic Images In Marketing Emails

OK so Easter happened a few weeks back now, but let’s just pretend for a moment it didn’t, and this post is topical in terms of my imagery . If an organisation is planning out their marketing emails and using Dynamics 365 for Marketing, they might want to prepare campaigns that use different images based on fields related to the Contact they are emailing. We can achieve this by using that… Continue Reading Megan V....

Read More
Using Conditional Statements For Email Recipient Salutations
May07

Using Conditional Statements For Email Recipient Salutations

Getting your marketing emails right is important. How you address a client or prospect shows how much you really care about your data, and also shows how professional you may or may not be! How are you addressing people in YOUR emails? Are you using their name? What if you don’t have their first name, what are you doing then? If you are using Dynamics 365 for Marketing, you can use conditional… Continue Reading Megan V....

Read More
Combining Variables And Branching Rules
May06

Combining Variables And Branching Rules

I’ve written about, and done presentations on using Variables in your Forms Pro surveys. We can use them in so many places, but one area that was lacking was the ability to pass through a variable and then use it in a branching rule. This would then give us the ability to show or hide questions even before the recipient responds to any questions. Well, awesome news, we can now do this! Let’s… Continue Reading Megan...

Read More
Create A Survey Dashboard To View Response Levels
Apr30

Create A Survey Dashboard To View Response Levels

When using Forms Pro and sharing surveys to request feedback, the goal is to get responses, and the more you get, the better in terms of being able to analyse and improve. With the standard level of responses (meaning you aren’t paying any extra), you get 2,000 a month. So how do you keep an eye on that and make sure you know how many you have received each month? Let’s create a Survey… Continue Reading Megan V....

Read More
Accessing Dynamics Marketing Data To Update CDS Data
Apr28

Accessing Dynamics Marketing Data To Update CDS Data

In a previous post, we reviewed how to create Azure Blob Storage to use with your Dynamics 365 Marketing data. We can set it up and then use with Power BI which is awesome…. but surely if we have access to the data we can then do other things, like access CDS data related to the marketing data? As mentioned in the other post, the D365 for Marketing app stores the data in Microsoft Azure… Continue Reading Megan V....

Read More
Setting Up Azure Blob Storage To Use With Dynamics 365 Marketing
Apr23

Setting Up Azure Blob Storage To Use With Dynamics 365 Marketing

One of the aspects of Microsoft Dynamics 365 Marketing that’s important to understand is the way in which the data is stored. Unlike other aspects of Dynamics and the Common Data Service (CDS), the data for Marketing is stored in Microsoft Azure services. Although insights and analytics are surfaced and displayed within the marketing app, you can’t access it by creating views or writing… Continue Reading Megan V....

Read More
Creating A Forms Pro Survey Summary Form
Apr22

Creating A Forms Pro Survey Summary Form

In a previous post, we looked at creating a new form layout to view Forms Pro survey responses. We can do cool things with other Forms Pro entities, providing valuable and meaningful information to end-users. In order to do this, you will need to have a license for Power Apps or be a Dynamics 365 customer. Let’s look at how we can layout the Forms Pro survey entity in a different way using… Continue Reading Megan V....

Read More
SSRS Reports For CDS & D365 Using FetchXML
Apr20

SSRS Reports For CDS & D365 Using FetchXML

Each week, I take a look at my website statistics in Google Analytics, and I view the top 25 blog posts. Without fail, at least one or two of them relate to writing reports using FetchXML, a proprietary query language used in the Common Data Service. If you are a Dynamics 365 user, you might already be familiar with FetchXML, you use it every time you look at a view or create a new search… Continue Reading Megan V....

Read More
Formatting Forms Pro Entity Forms
Apr16

Formatting Forms Pro Entity Forms

Forms Pro is built on the Common Data Service. This means that all of the entities (survey, survey response, survey invites, survey questions etc.) are all accessible if you have a license to create Power Apps. If you are a Dynamics 365 Customer Engagement customer, you hopefully already know this. The entities were all locked though, which meant no adding of new fields, and no modifying the… Continue Reading Megan V....

Read More
Domains & Websites In Dynamics Marketing
Apr15

Domains & Websites In Dynamics Marketing

If you want to link your organisations’ domain in the Dynamics Marketing App, there are a couple of things to consider and understand. It’s important to know what you are linking, and why. There are two places where your domain is important, Authenticated Domains and Marketing Websites. Let’s look at both, and see how and why you should set them up. Authenticated domains are set up in the… Continue Reading...

Read More