Installing Updates For D365 Marketing AKA Customer Insights Journeys
Quick little post for you on a few changes when you manage and are installing updates for D365 Marketing (yes, I know, Customer Insights Journeys but I still can’t let go of it yet). The process is pretty much the same, but the screens are definitely different, AND there is now a place to manage ALL environments which is great for a System Administrator wanting to keep all environments up to… Continue Reading Megan V....
How To Create Real-time Marketing Landing Pages
I’ve written about creating real-time marketing forms in D365 Marketing many times now, but for all of those posts I’ve always referred to using the JavaScript to then embed the form in a page on a website. What if you want to use the form as a stand alone landing page instead? Did you know this can also be done from a Realtime Marketing form and create a Real-time Marketing Landing Page?… Continue Reading Megan V....
Including Event Session Information On Your Power Page Website
So far in this series on creating an Events Portal using a Power Page Website we’ve looked at creating an overview of Events, navigating to a single event and registering using one event registration form, displaying details of the event, the event host, and the event speakers. In this post we will look at displaying sessions should your Event have any. Note that this example is based on a one… Continue Reading Megan V....
Adding Additional Compliance Profiles
< div class=”compliance-message”> Compliance Series This is number four in a series of four blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms> STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR ** Adding Additional Compliance Profiles ** … Continue...
Displaying The Event Host On An Individual Event Overview Page
In my Events Portal series so far, we’ve looked at how an Events Overview page can be created, how to pass through values to an individual Event record to display the right details, and added a section to display any speakers that might be a part of the event. What about the person hosting the event who will do an introduction and maybe moderate questions? We might want to show their… Continue Reading Megan V....
Send Emails Using Different Lead Recipient Fields In Journeys
Customers using Dynamics 365 are in all kinds of industries with all kinds of use cases and requirements. Standard out of the box fields can be find for one company while another may need custom fields added to tables to capture more than basic data. You may need to email the main email address sometimes, then at times send emails to a secondary email field. Did you know you can do this by… Continue Reading Megan V....
Adding Speaker Information To Individual Event Overview Page
If you are hosting events, you likely have speakers that are going to present on a topic at those webinars or conferences. Speakers can be added to your events with standard out of the box functionality in the D365 Marketing App, but what about including it on the Event page in your Power Pages website? This post will walk through including this information and styling it accordingly to… Continue Reading Megan V. Walker’s...
Send Email Confirmation After Subscription Form Submitted
If you’ve followed any of my previous posts on compliance profiles and Realtime marketing subscription forms, you might be wondering how you can send a confirmation email to the Lead or Contact who submitted the form. It’s a nice touch to send a confirmation email displaying the topics they opted in to, what they are opted out from and give them a quick link back to be able to update their… Continue Reading Megan V....
Generating An Events Overview Page Using A Custom Web Template
In my Events Portal series using a Power Pages website, I’ve walked through creating a custom Web Template to show details about an individual Event record with a dynamic approach to displaying your D365 Marketing Event Registration form. One thing you’re likely to want to do is have a main Events page that displays an overview of all the upcoming events. This post will walk through how to do… Continue Reading Megan...
Creating A Newsletter Sign-up For Your Website Footer
Many websites have a nice little form in the footer at the bottom of every page where you can sign up for a newsletter. If you are using D365 Marketing you might think you are stuck with how it looks out of the box, especially with the newer Real-time Marketing forms. Not true! Using some CSS and reshuffling things around, you can make a very nice newsletter subscription form that fits in to… Continue Reading Megan V....
Create Dynamic Event Page Using Liquid Web Template For Your Events Portal
In the previous post in this series, we looked at adding the JavaScript for a Realtime Event Registration Form to a Web Page in a Power Portal. Although this approach wasn’t wrong, it meant that for each Event you would need a new Web Page… AND it’s likely that the people on your team who work in Marketing are likely not the same people comfortable with editing the portal. In this post we will… Continue Reading...
Using The Gallery Control On Views
I love a good out of the box solution to make something look more aesthetically pleasing in a Model-driven Power App (D365). It’s likely you’ve been using custom controls on fields for some time, think toggles for Yes No fields or auto complete fields. Using controls on views is also a good way to improve usability and help engage users. Something like the Power Apps Grid Control can be used… Continue Reading Megan...
Customer Insights Journeys or D365 Marketing? All Change
Last week was a bit of a mind bend. Changes all over the place, and I’ve taken a bit of time to let things marinate, and put together my thoughts on an announcement from Microsoft that changes things for their marketing offering. I don’t have all the answers, but I think it’s important to share my thoughts on exactly what is going on with a change from D365 Marketing to Customer Insights… Continue Reading Megan...
Using Realtime Marketing Form In Events Power Pages Website
This series is looking at building your own custom Events Portal using a Power Pages website. How do you get the actual event pages set up and add the registration form to each one? In this post we will look at one method, adding the script to each new page of your portal. This is just one method and in my opinion not likely to be the one you end up going with but will be a good starting point… Continue Reading Megan V....
Capturing UTM Parameters Via Realtime Marketing Form Submissions
If you are using Realtime components in D365 Marketing, hopefully you’ve turned on the UTM tracking for your own emails and texts. Adding links to your different types of communication will mean UTM parameters are appended automatically, providing some great analytics in your analytic tool of choice. However, what about the ability to capture the UTM parameters from the URL when someone fills… Continue Reading Megan V....
D365 Marketing Events Portal Using Power Pages
When setting up D365 Marketing for the first time, you are given an option for web hosting to determine where your landing pages and marketing forms are going to be used. You can use your own webserver, or a D365 portal. Until now, I have always suggested using your own webserver as the easiest option. The main reason was the ability to customise how the portal looked, making sure it was fully… Continue Reading Megan V....
Creating Internal Notification Emails For Realtime Marketing Form Submissions
If you are using Realtime Marketing forms in D365 then this might be a blog post for you! You can follow one approach for sending notification email when someone submits an Outbound marketing form, but you’ll need to create a different process for Realtime. In this article I will walk through how to create a flow in Power Automate and provide details about how the records are linked together… Continue Reading Megan V....
Moving Consent From Subscription Lists To Real-time Marketing Topics
< div class=”compliance-message”> Compliance Series This is number two in a series of three blogs covering Realtime Marketing and Compliance. The remain blog will also be linked here once live. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms STEP THREE ** Moving Consent From Subscription Lists To Real-time Marketing Topics ** … Continue...
Real-time Marketing Subscription Forms
Compliance Series This is number two in a series of three blogs covering Realtime Marketing and Compliance. The remain blog will also be linked here once live. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO ** Real-time Marketing Subscription Forms ** If you are using Compliance Profiles in Real-time Marketing and have set up your… Continue Reading Megan V. Walker’s Article on their...
Compliance Profiles In Realtime Marketing – For Leads and Contacts
Compliance Series This is number one in a series of three blogs covering Realtime Marketing and Compliance. The additional blogs will be linked here once live. STEP ONE ** Compliance Profiles In Realtime Marketing – For Leads and Contacts ** One of the key things to set up in D365 Marketing is a way for people to opt in and out and subscribe for specific types of… Continue Reading Megan V. Walker’s Article on their...
Business Email Validation Message On Realtime Marketing Forms
I wrote an article about making sure an email address entered in to a form did not contain a generic domain such as Gmail, Yahoo etc. This was for outbound forms. Now that real-time forms are out of preview and people are starting to use them out in the wild, I wanted to see if I could do the same for this type of marketing form. In this article I will walk through the custom validation option… Continue Reading Megan V....
Using Defaults From Email Templates In Real-time Marketing
Email Templates in Dynamics 365 Marketing should make everyone’s lives a bit easier. You lovingly create it with the right content blocks and layout to make sure marketers simply need to select a template, edit their email and they are ready to launch it. To make it even easier, are you setting up all of the possible defaults? What about the potential to include additional settings? In this… Continue Reading Megan V....
Grid Components In Model Driven Apps (D365)
Although it might not seem like it, I do way more than ‘just’ D365 Marketing stuff. No matter what area of the Power Platform you delve in to, knowing the basics for customising Model Driven Apps (MDA) is important for any consultant or individual customising Dynamics 365. In this blog post I’m going to walk through subgrids, the options you have when adding them to a form and the grid you… Continue Reading...
Triggering Journeys From Real-time Marketing Form Submissions
In a previous article, I wrote about creating a simple auto responder journey when someone submits an Outbound Marketing form… but what about Real-time Marketing forms? Well, first thing, make sure the new forms are right for your needs and organisation (check the documentation), but they are out of preview so good to start looking at them! In this post I will walk through reviewing your… Continue Reading Megan V....
Tasks & Phone Calls In A Real Time Marketing Journey
With Outbound Marketing in D365, we’ve had the ability to create activity templates for phone calls, appointments and tasks. This has been missing from Real-time, until now! Although we don’t have an option for appointments yet, we can create tasks and phone calls within a Journey, and we can create a follow up based on the completion of those activities too. Let’s take a look! First, from… Continue Reading...
Link Substack to Google Analytics 4 (GA4)
If you aren’t already aware, I started a newsletter a few months ago. D365 Marketing Weekly is for anyone with an interest in the Dynamics 365 Marketing App and marketing in general. It covers any news, changes, updates related to the app, along with articles members of the community have written about features and functionality. I use a tool called Substack to put together and distribute the… Continue Reading Megan V....
Frequency Capping To Avoid Message Fatigue In Real-time Marketing
One of the much needed features from Wave 1 2023 for marketing was the ability to set a cap on the number of messages someone could be sent. Limiting the number of messages with frequency capping was made generally available in the April 2023 release, which means it’s ready to go and to start being used in Production environments. How do you use it? It’s pretty straight forward, but take a… Continue Reading Megan V....
Using Conditional Content in Content Blocks in D365 Marketing
I had a question the other day where someone asked if Conditional Content was possible in a Content Block. I assumed yes, but figured I should check just in case. Phew, I was right, you can! This is in Real-time Marketing only. This one is pretty straightforward to do, so a quick post. Let’s take a look at creating a Content Block to display a hero image in an email and change it based on a… Continue Reading Megan V....
Create A Simple Auto Responder Email Journey In Real-time Marketing
One of the most common requirements when using the D365 Marketing App is to have an email sent to the submitter when they fill out a marketing form. Consider someone submitting a form to request a Case Study or White Paper asset. You can provide a link to the document once they submit the form, but what if they close their browser and then lose their access to the download? Let’s look at how… Continue Reading Megan V....
Unable To Add Compliance Setting Record In D365 Marketing
This is a quick one, and I’m writing it to help anyone Googling an issue that has come up a few times including seeing it in a few client environments myself. Real-time Marketing needs at least one compliance setting record which stores the organisations address, and a link to a preference page (subscription centre). The default one isn’t all that pretty, so the advice is to create a new… Continue Reading Megan V....
Real-time Marketing Contact Insights
One of my favourite features, that often goes un-viewed, is that of the Insights tab on a Contact record, showing information from D365 Marketing interactions. You can see an interactions timeline and breakdown of things like form visits and submissions, emails sent, clicked and opened, subscription list interactions and event registrations and check-ins. It’s always been a good place to start… Continue Reading Megan V....
Custom UTM Tracking In D365 Marketing
Automatic UTM Tracking (or tagging) went in to public preview February 2023, and I wrote about how to use it to get the most from Google Analytics (and other analytic tools). Since the preview came out, it’s had a few changes that are definitely worth reviewing to give you more custom UTM tracking. Plus, the functionality is now generally available (meaning it’s supported and no longer a… Continue Reading Megan V....
Business Email Validation Message On D365 Marketing Forms
I was asked recently by a client about making sure D365 Marketing forms could be submitted if the email was a business email address. Although we can’t necessarily know if an email is NOT from a business, we can definitely make sure submissions are not allowed using email addresses with generic domains like Gmail, Yahoo or Hotmail and show the user an email validation message if used. I… Continue Reading Megan V....
A Guide To Real-time Marketing Segments
When new features come out in D365 Marketing I love to check them out and learn as much as I can about them. When the Real-time Marketing segment builder was released I wasn’t the biggest fan, it felt like TOO much change. However, I am big enough to admit when I am wrong, and I have come to love and embrace the process of creating the segments now! So, although this has been around for a bit,… Continue Reading Megan V....
Using Focused View And Up Next In Model-Driven Apps
Even if you don’t read the Wave 1 and Wave 2 release notes in full detail, it’s ALWAYS a good idea to pay attention to the areas that you and your team use regularly. There is one feature that might potentially go un-noticed but it will be pushed out to users automatically meaning you had better understand what it does and how it works before you start getting asked questions about it right?… Continue Reading Megan...
Table Customisation Of Real-time Marketing Journeys
Creating and managing your Real-time Marketing Journeys just got easier. I’ve been asked many times about how to link Journeys to a Campaign or add additional details to provide different ways to sort and review them. If you are on the latest version (at least 1.92.2019.0, you can now edit the Journey table. You’ll need to look for the Journey table with the logical name of msdynmkt_journey to… Continue Reading Megan...
UTM Parameters Tracking in D365 Marketing
One of the new features from Wave 1 of the Dynamics 365 release notes that relates to Marketing is the ability to have UTM Parameters added to your email links automatically. At the time of writing this, the feature is in preview with it target to be generally available in April 2023. You can turn it on now and start reviewing, so it’s not difficult to use, but in this post I will explain how… Continue Reading Megan V....
D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2023
The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. The D365 Marketing overview can be found here: Overview of Dynamics 365 Marketing 2023 release wave 1 | Microsoft… Continue Reading Megan V. Walker’s...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...
Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube
Wave 1 2023 D365 Marketing Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other...