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...
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...
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...
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)...
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....
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...
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 |...
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...
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....
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...
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...
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...
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....
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...
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....
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....
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...
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....
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...
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...
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...
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...
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...
Creating A Timeline In A WordPress Post
It’s nearly the end of 2021, hooray! One last post for the year, mainly because I noticed something the other day and wanted to have an excuse to use it and play around. The ability to add a timeline block to a blog post! I discovered it by accident and clicked on it before I realised what it was. You can add a really nice looking responsive timeline block to one of your posts (or pages) in… Continue Reading Megan V....
Episode 68 – 2021 Highlights
Favourite Dynamics 365 Feature or Product Lisa D365 and Power Platform 2021 – Video from Lisa – Dynamics 365 & Power Platform 2021: Top 10 in 10 MinutesD365 and Microsoft Teams – Dynamics and Teams – Collaboration Tools | Microsoft Dynamics 365 MeganReal-time Marketing in D365 Marketing – The A to Z of Real-time Marketing – Megan V. Walker (meganvwalker.com) Favourite Power… Continue Reading...
Managing Email Bounces In D365 Marketing
Using Outbound Marketing, one of the most common ways to determine the list of Contacts to go through a Customer Journey and get emails is to use a Segment. One could argue this is the MOST IMPORTANT aspect of the Journey. Get the filtering wrong and you risk missing people out, or much much worse, sending content to people who just don’t want to hear from you. If someone unsubscribes, great…. Continue Reading Megan V....
Episode 6 – Sara Lagerquist – 365 Community Chats Podcast – YouTube
Episode 6 – Sara Lagerquist – 365 Community Chats Podcast #Podcast #PowerPlatform #D365 #Microsoft In Episode 6 of 365 Community Chats, I got to sit down and catch up with the lovely Sara Lagerquist. Sara has recently returned to work after a significant amount of time away while battling against breast cancer. She’s doing amazing and back blogging again, but I was curious to know how she has approached getting back up to...
Episode 67 – Teams Tips & Real-time Marketing
Announcement Award Winning Co-host Lisa CrosbieWomen in ICT Award in Technical Category – Post from Barhead on TwitterTechnical Excellence (Partner) – Post from Barhead on LinkedIn Teams Tips Leave an org from Teams app account settings – Microsoft 365 Roadmap | Microsoft 365PowerPoint Present in Teams Button – Present from PowerPoint in Microsoft TeamsLisa’s YouTube Short… Continue...
Tracking D365 Marketing Form Submissions in Google Analytics
This post is important if you use Dynamics 365 Marketing. It’s important if you want to use Google Analytics (GA) for tracking your goals, and want to know exactly how many form submissions you’ve had for each form. Easy right? Hmm, well not if you want to use the same form, or the same thank you page. The only way you can track is if you have a different thank you page for each form you embed… Continue Reading Megan...
Tracking D365 Marketing Form Submissions in Google Analytics – D365 Marketing – YouTube
Tracking D365 Marketing Form Submissions in Google Analytics – D365 Marketing This video is important if you use Dynamics 365 Marketing. It’s important if you want to use Google Analytics (GA) for tracking your goals, and want to know exactly how many form submissions you’ve had for each form. Easy right? Hmm, well not if you want to use the same form, or the same thank you page. The only way you can track is if you have a...
Episode 6 – Sara Lagerquist – 365 Community Chats Podcast – YouTube
Episode 6 – Sara Lagerquist – 365 Community Chats Podcast #Podcast #PowerPlatform #D365 #Microsoft In Episode 6 of 365 Community Chats, I got to sit down and catch up with the lovely Sara Lagerquist. Sara has recently returned to work after a significant amount of time away while battling against breast cancer. She’s doing amazing and back blogging again, but I was curious to know how she has approached getting back up to...
Google Analytics Goals In Microsoft Clarity – Microsoft Clarity Series – YouTube
Google Analytics Goals In Microsoft Clarity – Microsoft Clarity Series In this video, we look at using Goals from Google Analytics to filter your heatmaps and recordings in Microsoft Clarity. 🚀 Related Blog Post: https://meganvwalker.com/google-analytics-goals-in-microsoft-clarity 🚀More Posts About Microsoft Clarity: Microsoft Clarity Archives – Megan V. Walker Microsoft Clarity is a user behaviour analytics tool that...
Google Analytics Goals In Microsoft Clarity
Setting Goals and tracking your successes in meeting them is one of the key things every marketer should be doing. There are many tools out there to help you do this, but honestly, two of the best ones are free, and if you aren’t taking advantage of them you are really missing out. I’ve written about Microsoft Clarity and Google Analytics many times now, and how they can work beautifully… Continue Reading Megan V....
Content Insights In Microsoft Clarity
I’ve written quite a few articles about Microsoft Clarity and find it such a fascinating tool to use on my own website. They have continually added new features and make improvements to the product regularly. It’s free too, so if you are not using it you are really missing out! I noticed recently there was a new feature available to show Content Insights for your website in Clarity. The… Continue Reading Megan V....
Content Insights in Microsoft Clarity – Microsoft Clarity Series – YouTube
Content Insights in Microsoft Clarity – Microsoft Clarity Series In this video, we look at how to add the ability to review Content Insights from your blog posts in Microsoft Clarity. 🚀 Related Blog Post: https://meganvwalker.com/content-insights-in-microsoft-clarity Thanks for watching. You can find me in the following places: 🎯 Website: https://meganvwalker.com 🎯 Twitter: http://twitter.com/meganvwalker 🎯 LinkedIn:...
Top Productivity & Brand Building Tools of 2021
It likely doesn’t surprise you, but I love tech and tools that help me with productivity. I did a post last year showing 6 tools I had used throughout 2020 that I found useful. I reviewed it, and realised I had quite a few new ones, and some that made the cut again in 2021. So let’s take a look, and hopefully you’ll find something you can use to make YOUR life easier. DISCLAIMER: I am not… Continue Reading...
Z for Zero In On Email Reports – The A to Z of Real-time Marketing Series – YouTube
Z for Zero In On Email Reports – The A to Z of Real-time Marketing Series It’s the letter Z, and it’s for Zero In On Email Reports. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on Dynamics 365...
Episode 4 – Scott Durow – 365 Community Chats Podcast – YouTube
Episode 4 – Scott Durow – 365 Community Chats Podcast #Podcast #Dynamics365 #PowerPlatform #Microsoft365 In Episode 4 of 365 Community Chats, I chatted with my buddy Scott Durow. Scott moved from the UK to Vancouver Canada and is embracing the new pace of life and unique approach to finding his Christmas tree this year. Scott is an 8 time Microsoft Business Applications MVP and the author of one of my favourite tools in...
Episode 5 – Nick Doelman – 365 Community Chats Podcast – YouTube
Episode 5 – Nick Doelman – 365 Community Chats Podcast #Podcast #PowerPlatform #D365 #Microsoft In Episode 5 of 365 Community Chats, I sat down and talked with former MVP, and now full-time Microsoft employee, Nick Doelman. Nick is a person I have admired for years and definitely someone whose blog posts on Power Apps Portals are always bookmarked as my favourites. I asked Nick about his transition from community...
Y for Your Assets Library – The A to Z of Real-time Marketing Series – YouTube
Y for Your Assets Library – The A to Z of Real-time Marketing Series It’s the letter Y, and it’s for Your Assets Library. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on Dynamics 365 Marketing here:...
X for eXits – The A to Z of Real-time Marketing Series – YouTube
X for eXits – The A to Z of Real-time Marketing Series It’s the letter X, and it’s for eXits. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on Dynamics 365 Marketing here: Dynamics Marketing Archives...
W for Writing Personalisation In Emails – The A to Z of Real-time Marketing Series – YouTube
W for Writing Personalisation In Emails – The A to Z of Real-time Marketing Series It’s the letter W, and it’s for Writing Personalisation In Emails. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on...
V for Value Based Branches – The A to Z of D365 Marketing Series – YouTube
V for Value Based Branches – The A to Z of D365 Marketing Series It’s the letter V, and it’s for Value Based Branches. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on Dynamics 365 Marketing here:...
Episode 3 – Mark Smith – 365 Community Chats – YouTube
Episode 3 – Mark Smith – 365 Community Chats In Episode 3 of 365 Community Chats, I had the opportunity to sit down with Mark Smith, aka nz365guy. Mark is a Microsoft Power Platform Evangelist for IBM covering New Zealand and Australia. He’s also the creator of the hugely successful 90 Day Mentoring Challenge, offering guidance, mentorship, and a chance for people to further their careers to hundreds of people in the...
U for Understanding Your Limits – The A to Z of D365 Marketing Series – YouTube
U for Understanding Your Limits – The A to Z of D365 Marketing Series It’s the letter U, and it’s for Understanding Your Limits. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on Dynamics 365 Marketing...
Episode 66 – What Is The Customer Experience Platform?
Customer Experience Platform Customer Insights – Consent Management (preview) – Overview of consent management capability – Dynamics 365 Customer Insights Customer Insights – Segment Insights (preview) – Segment insights for existing segments – Dynamics 365 Customer InsightsD365 Marketing – Monitor your monthly quotas – Monitor your monthly quotas (Dynamics 365 Marketing) |...
T for Tokens – The A to Z of D365 Marketing Series – YouTube
T for Tokens – The A to Z of D365 Marketing Series It’s the letter T, and it’s for Tokens. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on Dynamics 365 Marketing here: Dynamics Marketing Archives...
S for Segments – The A to Z of D365 Marketing Series – YouTube
S for Segments – The A to Z of D365 Marketing Series It’s the letter S, and it’s for Segments. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on Dynamics 365 Marketing here: Dynamics Marketing Archives...
R for Real-time Consent – The A to Z of D365 Marketing Series – YouTube
R for Real-time Consent – The A to Z of D365 Marketing Series It’s the letter R, and it’s for Real-time Consent. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on Dynamics 365 Marketing here: Dynamics...
Q for Questions On The Preference Page – The A to Z of D365 Marketing Series – YouTube
Q for Questions On The Preference Page – The A to Z of D365 Marketing Series It’s the letter Q, and it’s for Questions On The Preference Page. In this series, I’m covering the A to Z of Real-time Marketing within Dynamics 365 Marketing. We will cover 26 different areas of the product looking at the features and functionality of the Real-time Marketing provided by Microsoft. 🚀 Check out my blog posts on Dynamics...