New Series Coming Soon! A – Z Of Real-time Marketing
If you missed it, l did the A to Z of D365 Marketing about six months ago. It was a series with 26 videos covering various functionality and the features in the Microsoft Dynamics 365 Marketing App. It was pretty popular and helped many figure out how they could get the most from the app, and learn more about various aspects of the tool. Microsoft has recently (August 2021) launched new… Continue Reading Megan V. Walker’s...
New Series Coming Soon! A – Z Of Real-time Marketing – YouTube
New Series Coming Soon! A – Z Of Real-time Marketing I’ve got a new series coming soon. Subscribe to my channel to make sure you don’t miss out on any of the videos! 🚀 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...
Episode 61 – Ignite Suggested Sessions
Microsoft Ignite Microsoft Ignite Cloud Skills Challenge – Microsoft Ignite | Cloud Skills ChallengeCreate Zone for Microsoft Ignite – Create Zone (microsoft.com)Lisa’s Top Three Session RecommendationsReimagine a New Era of Business (Charles Lamanna, Alysa Taylor) – Microsoft Ignite SessionThe future of business is seamless collaboration – how Teams + Power Platform engage your… Continue Reading...
Episode 60 – Windows 11 & The New Solution Explorer
Microsoft Windows 11 Windows 11 – Windows 11: A new era for the PC begins today | Windows Experience BlogPC Health Check to make sure you are compatible – Upgrade to the New Windows 11 OS | MicrosoftMicrosoft Teams & Windows 11 – Chatting on Teams in Windows 11 Power Apps New Solution Explorer Experience – Managing solutions has a new look (public preview) | Microsoft Power… Continue Reading...
Episode 59 – Teams Webinars & In-App Notifications
Teams Webinars with Dynamics 365 Marketing Introducing Webinars with Microsoft Teams – Introducing Webinars in Microsoft Teams: Easy, professional webinars to engage customers | Microsoft 365 BlogSpecial offer – Dynamics 365 Marketing free for 6 months (for eligible customers) – Microsoft Teams Marketing Offer | Microsoft Dynamics 365 Power Fx Power Fx formulas from examples –… Continue Reading...
Using Google Analytics Segments – Microsoft Clarity Series – YouTube
Using Google Analytics Segments – Microsoft Clarity Series In this video, we look at how to use the Google Analytics integration with Microsoft Clarity and using Segments. All of your Google Analytics Segments are available in Clarity, but how do you access them, create new ones and then use them? 🚀 Related Blog Post: https://meganvwalker.com/filtering-using-the-microsoft-clarity-user-id 🚀 Setting Up Google Analytics...
Using Google Analytics Segments In Microsoft Clarity
Reviewing and analysing your website traffic data can be done easily using Google Analytics. If you aren’t already using segments, they are a great way to track and understand more about the behaviour of your website visitors. As I’ve mentioned before, Microsoft Clarity is not something that should be used INSTEAD of Google Analytics, but in addition to and to complement the analytics. Using… Continue Reading Megan...
Episode 58 – Ignite, Teams & Power Platform
Microsoft Items Microsoft Ignite November 2nd to 4th 2021 – Registration Open – Your home for Microsoft Ignite Passwordless Accounts from Microsoft – The passwordless future is here for your Microsoft account | Microsoft Security Blog Power Platform Co-presence in Power Automate – Announcing co-presence in Power Automate | Power Automate Blog (microsoft.com)Power Fx Formula… Continue Reading...
Filter Using The Clarity User ID – Microsoft Clarity Series – YouTube
Filter Using The Clarity User ID – Microsoft Clarity Series In this video, we look at how to use the Clarity User ID to filter the Dashboard, Recordings and Heatmaps in Microsoft Clarity. 🚀 Related Blog Post: https://meganvwalker.com/filtering-using-the-microsoft-clarity-user-id Thanks for watching. You can find me in the following places: 🎯 Website: https://meganvwalker.com 🎯 Twitter: http://twitter.com/meganvwalker 🎯 LinkedIn:...
Filtering Using The Microsoft Clarity User ID
If you are using Microsoft Clarity and have not yet set up the Google Analytics integration, it’s worth checking out. And even more so now because you can filter your recordings using a Clarity User ID. Each visitor that comes to your site has an ID assigned, meaning you can gather all of the recordings and data for one specific anonymous person. Or, when testing your site for new features or… Continue Reading Megan V....
Saving Filters As Segments In Microsoft Clarity
One of the things I am really passionate about is Marketing and Analytics, especially analytics from websites (mine in particular obviously ). It’s useful to understand where visitors are coming from and when, then what they are reading, and which content is truly resonating with people. I’ve done a series about Microsoft Clarity including blogs and videos, and now we’ve got some relatively… Continue Reading...
Saving Filters As Segments – Microsoft Clarity Series – YouTube
Saving Filters As Segments – Microsoft Clarity Series In this video, we look at how to set filters in Microsoft Clarity, then save those filters as a segment. This provides quick and easy access to filter data without having to set the criteria every single time. 🚀 Related Blog Post: https://meganvwalker.com/saving-filters-as-segments-in-microsoft-clarity Thanks for watching. You can find me in the following places: 🎯 Website:...
Episode 57 – In-App Notifications & Power Apps Ideas
Model Driven Apps – In App Notifications Enabling With Power Automate – Enable Model-Driven In-App Notifications with Power Automate – It Must Be Code!Sending With Power Automate – Send Model-Driven In-App Notifications with Power Automate – It Must Be Code!Blogs by David Rivard – David on TwitterIn-App or Push Notifications – In-app or Push notification – Model-driven App – 2021…...
Using Microsoft Bookings & Planner For Pre-Appointment Tasks
It always surprised me exactly what content resonates with people the most. I write about lots of different topics, things that interest me and what I think might be helpful. One of the categories of post I started last year was about Microsoft Bookings. It’s a tool providing organisations with a way to book and manage appointments. If you want to know more, you can check out my What Is… Continue Reading Megan V....
Using Custom CSS in D365 Marketing Emails
The styling of an organisations website and any communication sent out to customers is important. It should be kept consistent to help with building brand identity and make sure information isn’t missed by clients or potential customers. The majority of companies will have brand guidelines making it clear what colours and fonts should be used both internally and externally. How can this be… Continue Reading Megan V....
Episode 56 – Power Apps Portal Security
Wave 2 Preview Features In-App notifications in Model-driven Apps – Announcing public preview for in-app notifications in model-driven apps | Microsoft Power Apps Official In-App notifications documentation from Microsoft – Send in-app notifications within model-driven apps – Power Apps | Microsoft Docs Routing Leads – Microsoft Blog Post – Route leads with dynamic assignment rules...
Using Collections In Microsoft Edge
Everyone has their browser of choice, and for me it’s Microsoft Edge. The biggest draw is the ability to set up various profiles. This is huge for any Power Platform consultant doing work for various clients, or someone in sales prepping for demos for different prospects. I can just swap between profiles and stay logged in to a specific Office 365 tenant. Great feature! Another feature I’ve… Continue Reading Megan V....
Episode 55 – Wave 2 Early Access Features
In Memoriam Jess Militar – community fundraising to support her family – Help Jessica Militar | Community Fundraising Page with GoGetFunding First Look at Wave 2 2021 Early Features Dynamics 365 – 2021 release wave 2 features available for early access | Microsoft DocsPower Platform – 2021 release wave 2 features available for early access | Microsoft DocsOfficial Microsoft Blog… Continue Reading...
Cascading Form Fields In D365 Marketing
There are so many cool features in the Dynamics 365 Marketing App, some are significant sections of the app with major functionality while others are just neat little things that make your life easier. Using optionsets (yes, still optionsets in Marketing, not choice(s)!) in your Marketing Forms is really easy to do. Create a form field, then add it to your form. You can show it as a dropdown… Continue Reading Megan V....
Events In D365 Marketing – Reviewing Insights Post Webinar
If you’ve been following along with the mini-guide to creating and managing a webinar using D365 Marketing and Microsoft Teams, you will know it’s come to an end! Well, technically this is the end, reviewing insights post webinar. What information can you review in D365 to find out more about the event and any interactions tied to it. Let’s take a quick look and wrap this up! First, on a… Continue Reading Megan...
Events In D365 Marketing – Event Registrations
The Event Registration records are an important part of the overall Event record. We’ve looked at how to create your marketing form, marketing emails and Customer Journey to manage your entire online webinar process, but in this post, we will dig into the Event Registrations to review who registers and then attends the webinar. The registration and attendance tab holds all of the event… Continue Reading Megan V....
Events In D365 Marketing – The Customer Journey For Your Event
If you’ve been following along in the mini-series about creating and managing a webinar using Dynamics 365, you will already have your Marketing Form, Event and Marketing Emails all created and ready to go. Now we just need to put all of it together and create a nice Customer Journey. In this post, I will walk through just one way in which you could build the journey. It’s by no means the… Continue Reading Megan V....
Events In D365 Marketing – Creating Marketing Emails
In the guide to creating and managing a webinar event using Dynamics 365 Marketing, we’ve come to one of my favourite parts, the Marketing Emails. I enjoy constructing the content, thinking of how to communicate with clients in an engaging way, and trying to appeal to them in a way that is informative and friendly without being cheesy. Not always easy! In this post I have a few different types… Continue Reading Megan V....
Events In D365 Marketing – Adding Events
This post continues on in the mini-guide to planning a webinar using Dynamics 365 Marketing. In this post we will look at actually adding the Event record, adding team members and a speaker, customising the calendar file, and finally, adding the marketing form for the event to your website. Let’s look at the steps! From the Event section in the marketing app, click on Events from the top…. Continue Reading Megan V....
Episode 54 – Being Told No & D365 Sales Sequences
Is Experience Required? Being Told No – Emily Hacker on Twitter: “4 years ago, when I told my boss I wanted to be an intel analyst, he told me no and said “You majored in English, what did you expect?” Now I’m an intel analyst for Microsoft Sales Sequences Set up automated sequences of tasks for sellers in Dynamics 365 Sales Accelerator – Enable and Configure Sales Acclerator… Continue Reading...
Events In D365 Marketing – Adding Team Members & Speakers
On to Part Two of this mini-series, all about using D365 Marketing when planning and conducting webinars for an organisation. This is all about adding your team members and speakers. You could do this while adding your event, but sometimes it’s good to just get all the pieces together before getting to that point. So this will show you where to go to get this administrative task out of the… Continue Reading Megan V....
Events In D365 Marketing – Creating Your Registration Form
If you’re going to host a webinar, there is a lot of planning involved. First, you need a topic! What subject are you going to focus on? Second, you need a speaker! Who will be your subject matter expert? Once you’ve got that sorted, you then need to promote it, get people to register and then keep them informed. In the first part of a series, I’m going to focus on how you can plan out the… Continue Reading...
Episode 53 – Where Have We Been?
Content Creation Burnout Megan’s blog post on trying to find focus – Trying To Find Focus | Let’s Talk (meganvwalker.com) Custom Pages in Power Apps Official announcement from Microsoft – Announcing public preview of Custom Pages for converging model-driven apps and canvas apps | Microsoft Power AppsCreating Dialogs – blog from Diana Birkelbach – How To Make Dialogs For… Continue Reading Megan’s...
Defaulting Date Fields On D365 Marketing Forms
I was asked recently by a client as to how a date field could be populated with TODAY’s date on a D365 Marketing Form. Easy I thought, we can just set a default value, just like you can with an Optionset/Choice field, or populating some default text on other fields. Should be easy. Is it though? Well, not quite that simple, so let’s take a look at how this can be achieved. Credit goes to Igor… Continue Reading Megan...
Handling Required Fields & Marketing Forms
If you take a moment to create a Lead or a Contact in your D365 environment, you will likely have some fields that are required. They could be the standard default required fields (Last Name on Lead for example), or your system administrator may have made other fields required as part of a specific business requirement. This is typical and totally makes sense to do so. However, when… Continue Reading Megan V. Walker’s...
Adding Existing Contacts To Subscription Lists
In a previous post, we looked at how to set up your own custom subscription center page. Giving your Contacts the ability to add or remove themselves from various subscription lists makes it easy for them, and means you don’t have to do lots of manual work. However, what about when you first start introducing your subscription center and all of these new lists? If you’ve already captured… Continue Reading Megan V....
Episode 52 – 2021 Release Wave 2 Plan – Top Picks
2021 Release Wave 1 Plan – Our Top Favourites Microsoft Power Platform: 2021 release wave 1 plan – Access to release documentation for Power PlatformDynamics 365: 2021 release wave 1 plan – Access to release documentation for Dynamics 365Wave 2 Video from Lisa – Dynamics 365 and Power Platform Wave 2 2021 Release: Top 10 in (under) 10 Minutes Selected by Lisa Dynamics 365… Continue Reading Megan’s Article on their...
Five Ways To Use Buttons In D365 Marketing
When adding a button to your marketing emails in the D365 Marketing App, there are quite a few options available. Most of them are very specific in terms of their functionality, and at first glance the URL option might seem relatively simple. However, this option can be pretty flexible with some knowledge of how the URL field works. Let’s look at five different options you can use on a button… Continue Reading Megan V....
Setting Up Your Custom Subscription Page In D365 Marketing
For any organisation creating content and planning on using that content in their marketing efforts, making sure you are reaching people who actually want that content is key. Although it would be nice to think all of my own subscribers want ALL of my content, that would be naïve and slightly short-sighted. With that in mind, I have a specific page where people can pick and choose which… Continue Reading Megan V. Walker’s...
Episode 51 – PVA, Icons & Exams
Power Apps Power Apps Component Framework is generally available for Canvas Apps – Announcing the general availability of Power Apps component framework for Canvas apps | Microsoft Power AppsModern App Designer – Power Apps blog post – Introducing the Modern App Designer (Preview) | Microsoft Power Apps Power Virtual Agents Build a Bot – Build A Bot – Episode 7 – Topic Triggering… Continue...
Episode 50 – Power Apps – Games, Portals & Model-Driven
Help For Member Of Our Community Help Jess Militar (MVP in the Philippines in hospital with a serious medical condition and exorbitant medical costs) – Help Jessica Militar Raise Medical Cost | Community Fundraising Page with GoGetFunding Power Apps Model-driven & Canvas Model Driven Apps – Tutorial for Complete Beginners – Lisa’s video on YouTubePower Apps new app designer:… Continue Reading...
Episode 49 – Customer Voice Book & Wave 1 Changes
Dynamics 365 Customer Voice Working with Microsoft Forms and Customer Voice: Efficiently gather and manage customer feedback, insights, and experiences – Buy on Amazon.com: Lee, Welly, Phillips, James, Smith, Ray: Kindle StoreWelly’s post on LinkedIn – Customer Voice Book announcement New Items Fusion Team learning path on MS Learn – Transform your business applications with… Continue Reading...
Episode 48 – Microsoft Build Recap
Microsoft Build OverviewBook of News – Microsoft Build 2021 Book of NewsLisa’s Top 10 in 10 Minutes – Microsoft Build Top 10 Announcements in 10 Minutes: Power Platform, Dynamics 365, Microsoft TeamsDynamics 365Charles Lamanna’s keynote: Build differentiated SaaS apps with the Microsoft CloudPower AppsPower Apps Ideas – Introducing Power Apps Ideas: AI-powered assistance now helps… Continue Reading...
Episode 47 – Power Apps, Adaptive Cards & Teams
Power Apps Adding a Canvas Apps to Microsoft Teams – Add your canvas apps to Microsoft Teams | Microsoft Power AppsGeneral availability of the SAP ERP Connector – Microsoft blog – General availability of the SAP ERP connector | Microsoft Power AppsCoE Starter Kit Backlog is now public – CoE Starter Kit – Backlog Milestone · GitHubRead NFC Tags – Blog post by Foo Shen Wu – Reading NFC…...
Episode 46 – Marketing, PVA, Teams & Events
Power Platform Multi-table Lookup Fields in Dataverse – Multi-table lookups – Power Platform Release Plan | Microsoft DocsAnnouncement from an on-demand session at MBAS – Searching Dataverse with Power Apps, Virtual Agents, and more2021 Power Apps demo extravaganza – 2021 Power Apps demo extravaganza open for submissions May 10 Dynamics 365 Marketing Official Microsoft… Continue Reading Megan’s...
Episode 45 – Microsoft Business Applications Summit
Keynote and overview Enabling innovation everywhere with Microsoft Business Applications – James Phillips and Alysa Taylor – MyMbas – Enabling innovation everywhere with Microsoft Business ApplicationsLisa’s Top 5 in 5 minutes video: Microsoft Business Applications Summit 2021 Announcements: Top 5 in 5 minutes – YouTube Power Apps Empower every dev to go faster with Microsoft… Continue Reading...
Z is for Zooming In – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. Z is for Zooming In. 🚀 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 articles for tips and...
Y is for YouTube – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. Y is for YouTube. 🚀 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 articles for tips and...
X is for eXporting – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. X is for eXporting. 🚀 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 articles for tips and...
W is for Websites – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. W is for Websites. 🚀 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 articles for tips and...
Episode 44 – Teams & Power Platform Updates
Microsoft Teams Announcements Teams Webinars plus new registration options – Microsoft Teams: webinars plus new meeting registration options – M365 AdminArticle from Loryan Strant – Microsoft Teams webinars vs. Live Events – what to use when – Loryan Strant, Microsoft 365 MVPCreate tasks from Teams chats or channel posts – Teams: Create tasks from Teams chats or channel posts – M365…...
V is for Versions – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. V is for Versions. 🚀 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 articles for tips and...
U is for Unsubscribe – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. U is for Unsubscribe. 🚀 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 articles for tips...
T is for Templates – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. T is for Templates. 🚀 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 articles for tips and...
S is for Subscription Lists – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. S is for Subscription Lists. 🚀 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 articles for...