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...
R is for Redirect URLs – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. R is for Redirect URLs. 🚀 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...
Setting Default Fall-back Values On D365 Marketing Emails – YouTube
I think we’ve all received marketing emails from organisations that look a little strange. Blank spaces where perhaps it should have had information populate, but the data they have isn’t accurate. Depending on the set up of a specific Dynamics 365 environment, it could be that certain fields have not been filled out on your Contact records. First Name isn’t always required, so while it’s good practice to be getting that data, make...
Setting Default Fallback Values On D365 Marketing Emails
I think we’ve all received marketing emails from organisations that look a little strange. Blank spaces where perhaps it should have had information populate, but the data they have isn’t accurate. Depending on the set up of a specific Dynamics 365 environment, it could be that certain fields have not been filled out on your Contact records. First Name isn’t always required, so while it’s good… Continue...
Q is for Quota Limits – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. Q is for Quota Limits. 🚀 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...
Custom Survey Headers In D35 Customer Voice – YouTube
Hooray! Custom Survey Headers have finally been rolled out for Dynamics 365 Customer Voice. Although the ability to add your own images and a logo to a survey has existed for some time, there was no way to determine where the logo went, or the positioning of any image, so this is a really cool new feature. Let’s take a look at the options we now have. 🚀 Check out the related blog post here: Custom Survey Headers In D365 Customer Voice...
Custom Survey Headers In D365 Customer Voice
Hooray! Custom Survey Headers have finally been rolled out for Dynamics 365 Customer Voice. Although the ability to add your own images and a logo to a survey has existed for some time, there was no way to determine where the logo went, or the positioning of any image, so this is a really cool new feature. Let’s take a look at the options we now have. From your survey, hovering your mouse… Continue Reading Megan V....
P is for Posts – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. P is for Posts. 🚀 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 43 – Power Platform News & Updates
Microsoft Updates Digital Skills Week – Daily talks and training to help you build new skills and achieve more, 26th – 30th April – Digital Skills Week – Microsoft UKMicrosoft Apprenticeship Network – Microsoft Apprenticeship Network – Microsoft UKPower Platform Community – Home – Power Platform Community (microsoft.com)User Groups for the Power Platform:Announcement: Join the New…...
O is for Optionsets – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. O is for Optionsets. 🚀 Check out my blog posts on Dynamics 365 Marketing here: https://meganvwalker.com/category/dynamics-marketing/ Thanks for watching. You can find me in the following places: 🎯 Website: https://meganvwalker.com 🎯 Twitter: http://twitter.com/meganvwalker 🎯 LinkedIn: http://linkedin.com/in/meganwalker 🎯 Subscribe to my blog at:...
N is for Natural Language Queries – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. N is for Natural Language Queries. 🚀 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...
M is for Marketing Forms – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. M is for Marketing Forms. 🚀 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...
L is for Lead Scoring – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. L is for Lead Scoring. 🚀 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...
Make Simple Changes To The HTML On Your Form Templates In D365 Marketing
Creating a new form in the Dynamics 365 Marketing App is pretty simple. You can start from one of the existing templates to get you going, then make adjustments as needed. There are some really simple changes you can make to the HTML of the form giving you a look and feel that’s more aligned with your own branding. Doing that on a form template means other users can then use that as their… Continue Reading Megan V....
K is for Keywords – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. K is for Keywords. 🚀 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...
J is for Journeys – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. J is for Journeys. 🚀 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...
I is for Insights – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. I is for Insights. 🚀 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 42 – Microsoft Business Applications Launch
Microsoft Business Applications Launch Event Watch the event On Demand – Microsoft Business Applications Launch EventOfficial Microsoft blog announcement – Microsoft Power Platform and Dynamics 365 2021 release launches with hundreds of new capabilitiesDynamics 365 Sales Highlights – Intelligence and collaboration converge in Dynamics 365 SalesDynamics 365 Marketing Highlights – Highlights… Continue...
H is for HTML – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. H is for HTML. 🚀 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 ideas...
G is for GDPR – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. G is for GDPR. 🚀 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 ideas...
F is for Forward To A Friend – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. F is for Forward To A Friend. 🚀 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...
E is for Emails – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. E is for Emails. 🚀 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...
D is for Domains – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. D is for Domains. 🚀 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...
Script Errors & Jigsaw Icons In D365 Portal App
The Power Apps Portals customisation experience is getting better and better, and a lot of your changes can be made directly within the make.powerapps.com area. However, there are still a lot of things you CAN’T do there, and need to work on and customise from within the Dynamics 365 Portals Model-driven App. I’ve noticed a couple of times a script error occurs, and only a subset of all of the… Continue Reading Megan...
C is for Content Settings – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. C is for Content Settings 🚀 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...
B is for Blocks – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. B is for Blocks (Content Blocks). 🚀 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...
A is for Accessibility Checker – The A to Z of D365 Marketing Series – YouTube
In this series, I’m covering the A to Z of Dynamics 365 Marketing. A is for Accessibility Checker. 🚀 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...
Updating D365 Customer Voice Marketing Respondents In D365 Marketing
If you are sending out D365 Customer Voice survey requests via D365 Marketing (like I showed in this blog here), you might have noticed that all of the responses in D365 Customer Voice show as Marketing respondent, with no name linked to them. Opening up a response shows the First Name and Last Name as generic values. Although the response activity record in D365 will be linked to the correct… Continue Reading Megan V....
Sending D365 Customer Voice Survey Requests Via D365 Marketing
You might know this about me already, I’ve written a few blogs about what was Microsoft Forms Pro, and then became Dynamics 365 Customer Voice in July 2020. I’ve also written about D365 Marketing quite a bit too. So let’s put it all together and cover how these two play together. In this blog we’ll cover how you can use the Marketing App and a Customer Journey to send out requests for… Continue Reading...
Episode 41 – Power Apps, AI Builder & Marketing
Power Apps Portals Microsoft makes changes to terminology for Portals – Terminology changes in Power Apps portals – Power Apps | Microsoft DocsRefresh the Cache Podcast episode – Refresh the Cache: Power Apps portals terminology changes and community forums Power Apps – Canvas & Model-driven Recent improvements for application and environment lifecycle management – Key ALM… Continue Reading...
Do You Trust Your Marketing Stats? Should You?
I consider myself to be a marketer. In a previous life, I ran the marketing department for a software company. I’ve also owned my own business a few times and used various marketing tools over the years. I’d long given up having trust in reviewing open rates for an email. Consider how you might look through your own emails. While some may have the reading pane turned off and double click to… Continue Reading Megan V....
Custom D365 Customer Voice Survey Links Using Variables
There are several different ways to share links to your Dynamics 365 Customer Voice services with your customers, event attendees or prospects. One way is to just share a direct link to your survey. Typically this makes it a completely anonymous survey with no personalisation at all. However, we can use variables from the survey to create a totally customised link that lets us build a nicer… Continue Reading Megan V....
Custom D365 Customer Voice Survey Links Using Variables – YouTube
📄 https://meganvwalker.com/custom-d365-customer-voice-survey-links-using-variables There are several different ways to share links to your Dynamics 365 Customer Voice services with your customers, event attendees or prospects. One way is to just share a direct link to your survey. Typically this makes it a completely anonymous survey with no personalisation at all. However, we can use variables from the survey to create a totally...
Episode 40 – Updated Solution Explorer & Community Content
Microsoft Tools Polls in Teams – using Microsoft Forms – Microsoft Forms Brings Polls to Microsoft Teams MeetingsPower BI – Drive a data culture with Power BI: Vision, Strategy, and roadmap – MyIgnite – Drive a data culture with Power BI: Vision, Strategy, and roadmapPower Apps Maker Portal – Updated Solution Explorer experience – Make.Preview.Power Apps < h3>Upcoming… Continue Reading...
Keeping Dynamics 365 Marketing Up To Date
It’s sometimes hard to keep track of all that is new or changing with the Power Platform and Dynamics world right? There are Wave 1 & 2 features each year, and one way to opt in, then there are new features that get pushed out at other times in the year, then there is D365 Marketing. That’s different too! However, something cool is now available (you might have noticed this already) to help… Continue Reading...
Using Microsoft Bookings To Schedule Hotdesks And Other Resources
Typically if you think about the ability to make a booking online it would be for a service or experience of some kind. I might need to book dinner, or an appointment to have my dog groomed, but what about being able to book an internal resource for the company I work for? We are now in a weird time, with some organisations slowly trying to find their new normal. There are so many reasons why… Continue Reading Megan V....
Episode 39 – Digital Transformation Platform
Microsoft Items Content on PVA from getting started, intermediate to advanced – Power Virtual Agents Learning Resources | Microsoft Power Virtual AgentsJon’s YouTube Channel – Jon Levesque – YouTubeDigital Transformation Platform – James Phillips new role – James Phillips on LinkedIn Exams PL-600 available in beta on March 17 Exam PL-600: Microsoft Power Platform Solution… Continue...
Episode 38 – More Microsoft Ignite News
Microsoft Ignite Continued Sessions to watchDemos of the new Dynamics 365 and Teams capabilities: Dynamics 365 and Teams: Overcoming Distractions to Build Stronger Customer RelationshipsDemos of the new admin features including granular DLP controls: Enhancing the Admin experience with Power Platform GovernanceGet across the new Customer Journey Orchestration announcement: Driving… Continue Reading Megan’s Article on their...
Episode 37 – Microsoft Ignite Highlights
Supporting Jonas Rapp XrmToolCast Episode – XrmToolCast: Coming Together to Support Jonas (libsyn.com)Support Jonas by donating – http://fetchxmlbuilder.com/donateJonas on Twitter – send him love! – Jonas Rapp ᴹᴠᴾ #ProCodeNoCodeUnite (@rappen) / Twitter Microsoft Ignite Dynamics 365 Capabilities Announcement Blog – Announcing new Dynamics 365 capabilities at Microsoft… Continue Reading Megan’s...
D365 Marketing Segments & D365 Customer Voice
One of the first things you likely learned to create when starting off with the Dynamics 365 Marketing App was how to create segments. These are your ‘buckets’, ‘groups’ or ‘lists’ of people that you want to take on a Customer Journey of some kind. If you are using Dynamics 365 Customer Voice, you might want to leverage survey submissions and responses to specific questions to create...
D365 Marketing Segments & D365 Customer Voice – YouTube
📄 http://meganvwalker.com/d365-marketing-segments-d365-customer-voice One of the first things you likely learned to create when starting off with the Dynamics 365 Marketing App was how to create segments. These are your ‘buckets’, ‘groups’ or ‘lists’ of people that you want to take on a Customer Journey of some kind. If you are using Dynamics 365 Customer Voice, you might want to leverage survey submissions and responses to specific...