Dynamics 365 Customer Insights
Send an email when a contact submits a form in Customer Insights – Journeys
A customer of mine is moving from outbound to real-time marketing and is creating new forms in RTM. In outbound they have had a…
Tag: Contact
Dynamics 365 Customer Engagement
Sending Emails From Contact And Lead Owners In Realtime Marketing
This isn’t a new thing but I am surprised by how often people aren’t sure how to do this, so this post is about…
Dynamics 365 Customer Engagement
Link and Create a case, contact, and account from a notes record in Timeline– Dynamics 365 / Dataverse
From the notes in the timeline, now we can link an existing note to an existing case, contact, or account record (this will unlink…
Dynamics 365 Customer Engagement
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…
Dynamics 365 Great Plains
ClassicPress Plugins Available From azurecurve | Development in 2023: Contact Forms
In this series of articles, I am going to introduce each of the plugins I have developed for ClassicPress, a hard-fork of WordPress, which…