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Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.)
How to build real-time marketing segments using Dataverse activities such as Emails, Appointments, Tasks and Phone Calls which are great for using as exclusion segments in nurture journeys and promotional communications.
Why? If the customer (or potential customer) has already reached out and is already having direct personalised communications with a member of the business this kind of content usually comes across as desperate, oblivious and pushy - which is not a great brand reputation to aim for!
Includes step by step instruction to create the segments ‘All leads who have an appointment scheduled in the next 7 days’ and ‘All contacts who have been involved with (To/From/CC/BCC) an email in the last 30 days’.
‘Distribution List’ Emails and Appointments with Power Automate
Automating the creation of Dataverse Activities to lists or groups of contacts. This post shows you how to build power automate flow that does the magic behind the scenes of the custom page in my last post ‘Distribution Lists’ in model-driven apps.
‘Distribution Lists’ in model-driven apps
Send group emails and appointment invitations to Contacts in model-driven apps and Dynamics 365 using Distribution Lists. This custom page allows you to browse and select one or many distribution lists, review the contacts who belong to those lists, then create an appointment or an email (and the type of recipient - To, CC or BCC) with the click of a button.
Automate Timeline Posts in Dataverse Model-driven Apps for important events
Within Dataverse is there a way to have automatic posts to the timeline for events such as entry and exit of business process stages, change in ownership of the record, etc.?“ - of course!
How to automate useful auto posts into the timeline using Power Automate so you can get stuff done - quicker. The Dataverse timeline isn't just for activities in Model-driven Power Apps.
Adding Dataverse Record Links in HTML Tables in Power Automate
How to add links into HTML tables which are clickable and take you to Dataverse records. Super handy to add links into your daily or weekly summary emails to help users be more productive and enjoy their model-driven app experiences.
Make the Activity Timeline Control Useful in Model-Driven Power Apps
The Activity Timeline you see in Model-driven Power Apps & Dynamics 365 is actually a huge awesome PCF control called ‘Timeline Control’. It has a massive range of configurable options available now from the new solution explorer. These are my top four highlights - Customising activity cards, Hiding the blobby things (aka ‘Persona with Initials’), cleaning up the timeline to speed up the load time and allowing/preventing creation from the timeline.