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...
Create Smarter Forms In D365 Marketing To Capture More Data
You’ve got free content on your website, and all you would like in exchange is for someone to fill out a form and tell you about themselves. Providing access to case studies, white papers and eBooks is a great way to share your organisations knowledge on a subject which in turn would hopefully turn in to leads then new business. One of the greatest areas of friction is also having forms on… Continue Reading Megan V....
Gifts For My Office In 2023
As 2022 came to a close I reflected on the previous few months. It seems to be a yearly thing, but I tend to get out of shape, regret my life choices (dramatic yes), and then start eating with more awareness and moving more. Last year I feel like I put forth more effort than usual, starting weight training with a personal trainer, attending bootcamp and a boxing cardio class, and continuing… Continue Reading Megan V....
Filtering Out Google Tag Manager Traffic From D365 Marketing Website Visits
If you are using D365 Marketing, and are trying to make the most from all the functionality, you’ve likely set up a marketing website record and generated tracking code to add to your organisations corporate website. This means you can track visits to the site, most of which will be anonymous, but with named visits showing when a Contact in D365 interacts with the site (assuming they have… Continue Reading Megan V....
Using Anchors In D365 Marketing Emails
When sending out your real-time marketing emails, creating emails that include actions is the best approach to take. You want your audience to engage and interact with your messages, so giving them links to pages on your websites or buttons as a call to action is a smart approach. D365 Marketing emails have the option to link directly to many different ‘things’ with an interesting one named… Continue Reading Megan V....
Share Blogs Posts On Mastodon Via RSS Feed
You are probably thinking, this post is different to your normal stuff Megan V. Walker. Well yes, yes it is! I have started to embrace Mastodon and moving more and more away from interacting on Twitter for MANY reasons (not something to go in to in this post), and actually finding I am really enjoying interactions on Mastodon. One thing that had bugged me though, I had no way to automate new… Continue Reading Megan V....
Filter Lists To Display In D365 Marketing Emails
The ability to add lists of records to your emails in Dynamics 365 Marketing has existed for some time now. However, if you ever tried to use it, you would have quickly realised one slight flaw…. no ability to set any filters on those rows. So, if you wanted to send a list to a Contact showing their current outstanding cases, you were out of luck as there was no way to differentiate between… Continue Reading Megan V....
Change The Alignment Of Sections For Viewing D365 Marketing Emails On Mobile Device
Building emails in the Dynamics 365 Marketing App is pretty easy. You pick a layout section that can contain one or more columns, then add elements of text, image, button, divider or even QR code. Then you preview it, make sure it looks good in different screen sizes, and then you’re ready to go! Or are you? If you’ve got more than one column in a section, you might notice it looks a bit… Continue Reading Megan V....
Capturing UTM Parameters Via D365 Marketing Form Submissions
In a previous blog post, I walked through how to capture the referral url via a marketing form submission and pass it back through as an unmapped form field. This got me thinking about other pieces of information that could be valuable. As a marketer, hopefully you are using and understand UTM Parameters, which can be passed through a URL and then used to analyse your website visits and… Continue Reading Megan V. Walker’s...
Using An Unmapped Form Field To Capture The Referral URL In D365 Marketing
One of THE BEST things about being a part of the Dynamics and Power Platform Community is the content people produce. Many a time I’ve been helped out by reading someone’s blog or watching their video, but not just with getting an answer. Sometimes the bigger help is how it can spark off your own idea or musings about if something related is possible. This is one such situation. I knew my good… Continue Reading Megan...
Keeping Your Subscription Lists Up To Date In D365 Marketing
If you’re a good marketer, you give your subscribers options. You allow people to sign up to get content about Events or new Products or Services you offer. Ideally they want to get all of your content, but letting them pick and choose might mean you still have the ability to send someone marketing emails about one or two topics rather than them unsubscribing altogether. In D365 Marketing you… Continue Reading Megan V....
Managing Real-time Marketing Email Bounces In D365 Marketing
If you are managing your organisations D365 Marketing activities, I am SURE you are well aware of the email policies Microsoft have in place in terms of the percentage of hard bounces, spam reports and direct complaints they will ‘allow’ before you start getting warnings and then even potentially getting your account suspended. Those are not places anyone wants to be! To help people combat… Continue Reading Megan V....
Using D365 Marketing Personalised Pages To Display Contact Details On Your Website
If you have been using Dynamics 365 Marketing for any length of time, you know you can create perfectly customised emails, including things like your Contacts first name, job title, name of the company they work for and so on. This creates journeys that are timelier and more meaningful for your customers and prospects. Did you know you can also continue that personalised experience when those… Continue Reading Megan V....
Managing Text Message Subscriptions In D365 Marketing
Organisations who wish to embrace text or SMS marketing can do so using D365 Marketing. There are several service provider options available out of the box (TeleSign, Twilio, Azure SMS for some regions). You can watch one of the videos from my A to Z of Real-time Marketing that covers delivering text messages for more information. Initially, the only way to allow someone to opt in to get text… Continue Reading Megan V....
Microsoft Clarity Live Browser Extension
As someone with a passion and interest in analytics, websites and marketing, I’ve written about Microsoft Clarity a few times. It’s a fantastic free tool from Microsoft, and rather than a replacement for Google Analytics, should be used in conjunction to understand your website user behaviour and how they are interacting with your site. It provides heatmaps and recordings, and has an… Continue Reading Megan V....
D365 Account & Contact Management Using Power Automate
I’ve worked with Microsoft CRM for well over a decade, along it’s progression as Dynamics 365 and renaming’s of the Common Data Service, Dataflex, Project Oakdale and Dataverse. One of the things that has always been a bit frustrating is the clean up of data often needed when users aren’t always all that thorough in looking for existing Accounts when adding new Contacts, and making sure they… Continue...
Using Brand Profiles In D365 Marketing
With each new release from D365 Marketing come new features and improved functionality. If you are up to date and on at least version 1.85.2012.0 you may have already spotted the new feature of Brand profiles, providing the ability to create different profiles for the various products, services or areas of the business you are sending out marketing email communications about. Let’s check out… Continue Reading Megan V....
Using Content Blocks In D365 Real-time Marketing
Content blocks are not new in Dynamics 365 Marketing, and I’ve covered them before when it comes to Outbound Marketing. However, they are only very recently now available to create and use in Real-time marketing. Content blocks give you the ability to create little building blocks or sections that can easily be added to an email or an email template. This provides the ability to keep sections… Continue Reading Megan V....
Microsoft Bookings Connector in Power Automate – The Good, The Bad & The Ugly
I started writing about Microsoft Bookings in 2020, wanting to learn as much as I could and then share that insight with others. To this day, some of my most read blog posts are on the topic of Bookings and how to get the most from it. Back then, the only way to get data from Bookings was either using the Microsoft Bookings API in Microsoft Graph, or by creating some crafty little flows in… Continue Reading Megan V....
Adding Tables To Model-driven Power Apps For Using In Advanced Find
As reviewed in my post that provides a Comprehensive Guide To Modern Advanced Find & View Management, the ability to actually search across a table using the latest Advanced Find functionality is only possible if if it exists within the app being used. I had a few questions asking how to add tables to the app even if you don’t want to have them in the navigation. Let’s take a quick look at… Continue Reading Megan...
Creating Internal Notification Emails For D365 Marketing Form Submissions
One of the things I love about Power Automate and Dataverse combined, is how every day is a school day. We create new processes or flows that work great for the time in which they were created, then you learn more, or things change and new functionality is released, and now it’s time to learn again! It can also make you cringe when you look back at an old flow and see how you built it and know… Continue Reading Megan V....
Create No-Code Custom Triggers From Related Tables
Have you checked out the functionality of creating no-code custom triggers in D365 Marketing yet? If not, go and read all about it in my last post, then come back. I’ve already walked through a simple trigger that fires when a column is changed on an existing Contact record. Pretty simple, but powerful stuff! In this post, I will expand a little more, and this time dig in to a related table…. Continue Reading Megan V....
Create Your Own Custom Triggers Without Any Code in D365 Marketing
If you’re on at least version 1.84.2011.0 of D365 Marketing, and you’ve tried to create a Trigger, you might have already noticed there is now a second option available. The ability to create a trigger that can be used in conjunction with a custom app or website, or tied to a flow in Power Automate, will still be there. The new option is the ability to create a trigger that will be activated… Continue Reading Megan...
D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 2 2022
The release notes for Dynamics 365 Wave 2 2022 have been published. My good friend Amey Holden and I decided we wanted to have a chat about it again, just like we did for Wave 1 back in January. As before, we are focusing on the Marketing aspects and the new features we should expect to see from October onwards. The D365 Marketing overview can be found here: Overview of Dynamics 365… Continue Reading Megan V. Walker’s...
Wave 2 2022 D365 Marketing Chat With Amey Holden – Discussing The New Marketing Features – YouTube
Wave 2 2022 D365 Marketing Chat With Amey Holden – Discussing The New Marketing Features The release notes for Dynamics 365 Wave 2 2022 have been published. My good friend Amey Holden and I decided we wanted to have a chat about it again, just like we did for Wave 1 back in January. Again we are focusing on the Marketing aspects and the new features we should expect to see from October onwards. We talk through what each of us...
A Comprehensive Guide To Modern Advanced Find & View Management
In case you missed it 2022 Release Wave 2 Plan documentation has been published. The modern advanced find isn’t new (it was added in Wave 1), but it will now be turned on by default from October 2022. I have worked with many clients where the classic Advanced Find has been left on, so I thought it might be a good idea to put together some information on how to turn it on ahead of time, and how… Continue Reading Megan V....
Sending Reminder & Follow Up Emails For Events Using Real-time Marketing
I wrote a post about how you can create just 1 Trigger, 1 Email and 1 Journey and have an email sent out when someone registers for an event, and have that email include a link to an ICS (Calendar invite) file that is unique and personalised to them. I just had 1 email in the journey for simplicity to show you how it would work. In this blog post, let’s expand on that by adding in more emails… Continue Reading Megan V....
Microsoft Teams Chat Collaboration In D365 Marketing
Using Microsoft Teams is just what most organisations do now. For those using Dynamics 365, there are many options to integrate the two. Microsoft Teams chat within Dynamics 365 is not new, and not even new in terms of using it with D365 Marketing. Jepser Osgaard blogged about it in November 2021 in fact. However, now it’s an option to get to from the D365 Marketing App, and many of the tables… Continue Reading Megan V....
Contact Timeline Adjustments Including D365 Marketing Interactions
One of the most valuable aspects of using Dynamics 365 Marketing is the ability for all users, no matter what area of the business they work in, to be able to see what interactions have occurred for a Contact. The Timeline control has been around for AGES, but for some reason isn’t often utilised as much as it should be. If a Customer Service Representative is about to call someone about a… Continue Reading Megan V....
July 2022 – What’s New In D365 Marketing – Overview of Latest Features? – YouTube
July 2022 – What’s New In D365 Marketing – Overview of Latest Features? Following on from my D365 Marketing YouTube Live event in June, I am planning the next one for the end of July. In this one we will cover anything released and not covered previously for June, and also any new features from July 2022. Join me to find out what the features are, and how to use them. Hope to see you online! ? Check out my blog posts on Dynamics...
Event Registrations & Real-time Marketing Journeys
Online events are a big part of marketing. Ideally your customers sign up to gain more insights from you as subject matter experts, and new prospects register because they are interested in your products or services and want to hear what you have to say. Win/Win! D365 Marketing provides an Event planning and management area to set up your webinars (or in-person events) and use Microsoft Teams… Continue Reading Megan V....
Send Password Reset To Contact Using Power Automate
Back at the start of 2019, I wrote a blog about how to set up and use the Forgotten Password Functionality for portals (Power Pages). Functionality exists for a portal that gives a Contact the ability to do a password reset when they have forgotten their password. This exists as a process (old school workflow) that’s an action which generates a unique link for the Contact and then sends it to… Continue Reading Megan V....
11 Tips & Tricks In Model-driven Power Apps
I started on my Power Platform journey over a decade ago, and like many people just learning as I go, bumbling around and often figuring things out with luck or a lucky Google. I know there are many people who have started their journey in similar ways, or have come from Canvas Apps or other places and are just dipping their toe in the model-driven app world. This post will provide some tips… Continue Reading Megan V....
Using Outbound Subscription Centres In Real-time Marketing
I have written in the past about setting up your custom subscription centre as a marketing form that you can then embed in a page on your website. For me, I believe this is the best approach to make sure your customers, prospects, and website visitors have a seamless experience where all of your content is branded consistently. The other option is to create a marketing form and then add to a… Continue Reading Megan V....
What’s new in D365 Marketing – Overview of Latest Features? – YouTube
What’s new in D365 Marketing – Overview of Latest Features? Microsoft are on fire right now with the Dynamics 365 Marketing App. They are releasing new features each month available for you to preview and try out. In this YouTube Live event, I will walk through features from June, May and maybe even a few good ones from April too! Join me to find out what the features are, and how to use them. Hope to see you online! ?...
– The A to Z of D365 Marketing Series – YouTube
The A to Z of D365 Marketing Series In this series, I’m covering the A to Z of Dynamics 365 Marketing. ? 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...
Adding Conditional Content To Real-time Marketing Emails – D365 Marketing – YouTube
Adding Conditional Content To Real-time Marketing Emails – D365 Marketing Adding conditional content to marketing emails in the Dynamics 365 Marketing App is not necessarily a new thing, I have written about it before. However, that was HARD for people to use! It involved adding bits of code and trying to figure out where it should go, not to mention looking at the email itself was enough to give you a headache. If you needed to...
Adding Conditional Content To Real-time Marketing Emails
Adding conditional content to marketing emails in the Dynamics 365 Marketing App is not necessarily a new thing, I have written about it before. However, that was HARD for people to use! It involved adding bits of code and trying to figure out where it should go, not to mention looking at the email itself was enough to give you a headache. If you needed to use one of three possible images, all… Continue Reading Megan V....
Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing – YouTube
Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing If you are using the Real-time Marketing functionality within the D365 Marketing App, you might have already seen the new step you can add in to a Journey. The Activate a custom trigger allows you to trigger other journeys or flows in Power Automate. I’ve written previously about creating a flow to kick off the trigger, but not the other way around. So, in...
Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing
If you are using the Real-time Marketing functionality within the D365 Marketing App, you might have already seen the new step you can add in to a Journey. The Activate a custom trigger allows you to trigger other journeys or flows in Power Automate. I’ve written previously about creating a flow to kick off the trigger, but not the other way around. So, in this post we will look at how Power… Continue Reading Megan V....
Checking User Access To Model-driven Apps (D365 CE)
For many organisations, the ability to access Dynamics 365 Apps (model-driven/Customer Engagement) is simple. Give them an appropriate license, wait for them to show up in Dataverse (CE) and then give them the right security role. Simple! What about those with custom model-driven apps? Or users that just don’t seem to be able to get in to D365 at all? The way you can look for more details has… Continue Reading Megan V....
Update D365 Marketing To The Latest Version
If you use Dynamics 365 Marketing and/or are a System Administrator for an organisation that uses it, this post is for you. Microsoft are great at putting out updates for the Marketing app, but as of yet there is no way for you to be notified about them. That means there could be new and amazing functionality ready to be used that you just are not aware of. This page shows what’s new and each… Continue Reading Megan V....
Update D365 Marketing To The Latest Version – Dynamics 365 Marketing – YouTube
Update D365 Marketing To The Latest Version – Dynamics 365 Marketing If you use Dynamics 365 Marketing and/or are a System Administrator for an organisation that uses it, this video is for you. Microsoft are great at putting out updates for the Marketing app, but as of yet there is no way for you to be notified about them. That means there could be new and amazing functionality ready to be used that you just are not aware of....
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 |...