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Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing
Insights for real-time marketing in Dynamics 365 is now available on Lead and Contact forms, but only the out of the box Marketing form. This post shows you how to add the insights tab onto your custom Lead and Contact forms.
Capture IP Address and Geolocation Data with Dynamics 365 Marketing Forms
How to capture IP address, country, timezone and connection details in Dynamics 365 Marketing forms, so you can know exactly where your web form traffic is coming from!
‘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.
Change Business Process Flow Stage with Power Automate
How to automatically update the stage of a business process flow stage for Dataverse model-driven apps and Dynamics 365, with only three steps in Power Automate. A very efficient and up to date version, with some pointers on how to work with business process flows on custom tables too.
Choices: Spreadsheet or CSV into Dynamics 365 JSON
Extending the previous post ‘Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings’ to populate Choice (Option Set) values in the Dataverse JSON, rather than just strings.
Lookups and Owners: Spreadsheet or CSV into Dynamics 365 JSON
Extending the previous post ‘Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings’ to populate Lookup values in the Dataverse JSON, rather than just strings.
Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings
How to import a spreadsheet list of contacts or leads, into a marketing list in Dynamics 365 or Dataverse. If they are all new rows, its not too bad, but otherwise its a very manual export/import/VLOOKUP hodgepodge.
This post will show you how to create a flow which turns a CSV file with display names, into a populated marketing list in Dynamics 365. The fields are flexible. Import Contacts or Leads. Use New or Existing rows. Populated Standard or Custom fields.
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.
Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys
Handing over a good lead to the sales team at the right time is important. Knowing when a prospect needs further enrichment is valuable. Wouldn’t it be good if we could automate activities and notifications, at the right time, based on customer interactions as part of our real-time marketing journeys?
Activate a custom trigger to call a flow that creates the sales activity from within a marketing journey to help you achieve your marketing metric KPIs
Insert your email signature from Dataverse using Power Automate
If you are using Power Automate to create dataverse emails then the users signature will not be automatically populated (even if it’s been configured correctly in Dataverse!).
There is no guarantee that the user will have an email signature set up/assigned correctly. How to ensure we accommodate for both scenarios and automatically populate the email signature seamlessly as part of your flow.
Document generation before your eyes and on demand with Power Automate
Transform how you automate and orchestrate document generation in Dynamics 365 and model-driven Power Apps. How to produce, review and distribute sophisticated documents using Power Automate without compromising on the user experience or leaving your model-driven app.
Capture Referrer URL with Dynamics 365 Marketing Forms
How to capture the ‘Referrer URL’ in Dynamics 365 Marketing forms, so you can know exactly what website the lead came from before they landed on your website - nice!
Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate
How to make sense of option set/choice responses in a Marketing Form submission, when the form response says ‘15’ but what it actually means is ‘My dog ate my homework’. If your users can’t speak integer then this ones for you.
Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing
Use Dynamics Marketing subscriptions, with your nicely branded and styled subscription centre form with the amazing new features of Realtime Marketing. Whilst ensuring the Contact Point Consent and Compliance is kept up to date too. Not very ‘exciting’ but also very important!
Trigger flow when a Marketing or Subscription List is updated
How to trigger a flow when a Marketing or Subscription list is updated in Dynamics 365, understand what kind of update just happened, then get the GUIDs you need to do your next steps whatever that might be.
I want to update the Marketing Preferences and Consents in response to a subscription list update!
Improve the Dynamics to SharePoint Integration user experience a little bit more
Enhancing the Dynamics 365 to SharePoint integration user experience by adding a link to the form which opens the relevant SharePoint folder and removing the ugly, confusing GUID from the folder name. Small changes with significant results.
Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365
Updating the name of a record in Dataverse does not update the name of the linked SharePoint folder or Document Location.
Dataverse is confused, the user is confused, and I am severely triggered by this data disarray. With a little bit of Power Automate magic we can automatically synchronise any record name changes with the SharePoint folder and Document Location, because that’s what it SHOULD do!
Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata!
The Dataverse model-driven\Dynamics 365 app to SharePoint ‘integration’ is not the best. Chucking documents into folders, which are stored in folders, within more folders is not ok.
How to use Custom Pages, Power Automate, SharePoint, Power Apps and Dynamics 365 to help make it better. This post will show you how to:
1) Add information or metadata about the document except the record it relates to (by proxy of its location) during the upload
2) Show users when documents were uploaded without delving into each SharePoint folder
3) Significantly improve the document management user experience in model-driven 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.