Create A Lead For Every Single Posted Form – YouTube
I’ve loved ClickDimensions for a long time, at least 10 years. I’ve used it as a Marketing Manager and taken the exams to become ClickDimensions Certified. In short,…
Megan V. Walker
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Custom Insight Cards For Sentiment Feedback
If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up to date with your…
Custom Insight Cards For Sentiment Feedback – Microsoft Forms Pro – YouTube
Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365,…
Send Survey Request To Appointment Required Attendees
If you have an Account Management program within your organisation, you know how important it is to have meetings and visit your customers to find out the issues…
Send Survey Request To Appointment Required Attendees – Microsoft Flow – YouTube
Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365,…
Add A Subject To Each Survey Invite
I like consistency. I can’t help it, it’s just how I am wired. One area of Forms Pro where there isn’t always consistency is with Survey Invites. Lucky…
Add A Subject To Each Survey Invite – Microsoft Flow – YouTube
Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365,…
Forms VS Forms Pro – What Is The Difference?
Microsoft Forms has been around since 2016. In walks Microsoft Forms Pro in 2019. Both have tons of functionality. Both can be used by an organisation to gather…
Notification For Changes To User Settings
If you’ve worked with CRM/D365 for long enough, especially if you are a System Administrator, you will be familiar with the following three settings that a user can…
Notification For Changes To User Settings – Microsoft Flow – YouTube
If you’ve worked with CRM/D365 for long enough, especially if you are a System Administrator, you will be familiar with the following three settings that a user can…