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Force Rollup Column Calculation in Power Automate
Rollup columns in Dataverse are a great way to aggregate data across a hierarchy of data such as totals, averages, maximum and minimum, but they come with some limitations too. Sometimes you need to force this recalculation on demand. Now you can do it with Power Automate!
Segments in Customer Insights - Journeys: Add columns to the member grid view
A quick tip on how to add extra columns into the ‘Members and Insights’ grid view for real-time segments in Customer Insights - Journeys. The columns that show in this view can be controlled by the columns used in your segment query.
Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms
Contact point consent is used to manage consent in Customer Insights - Journeys. This post shows you how to add the ‘Communication’ tab onto a custom Lead form, so that you can manage topics and consent from any Lead form in your system across all Compliance Profiles.
Segments in Customer Insights - Journeys: Quotes & Products
How to build real-time marketing segments using Quotes and Quote Products which are great for sending targeted promotional content to potential customer who expressed an interest in a particular product.
Includes step by step instructions to create the segment ‘All Contacts who have an Active or Lost quote for a specific product’
List Segment Members from Customer Insights - Journeys in Power Automate
You can create seriously impressive and complex data queries for Leads or Contacts using the new ‘real-time marketing’ segment builder for in Dynamics 365 Marketing (Customer Insights - Journeys). Then use the segment data to provide you with the data set of Contacts or Leads you want to automate with in Power Automate!
For example: the interaction data for email delivery is super valuable in helping to clean up your data. A hard bounced email is a clear indicator for an invalid email address. You can identify Contacts or Leads to unsubscribe, deleted or modify to protect the sender reputation of your domain and give marketers a clearer view on conversion rates.
Segments in Customer Insights - Journeys: Nested Conditions
How to build real-time marketing segments using with nested conditions which use a combination of AND and OR.
By creating the groups and subgroups (but avoiding sub-subgroups) first, then adding attributes/filters after using the Group numbers to make the attribute to land in the right place.
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’.
Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships
You can use segments created in outbound marketing for your real-time journeys but there are limitations that mean you have to use the real-time segment builder instead.
Segments which include multi-hop data queries, custom tables, N:N and 1:N relationships are particularly troublesome. This blog will outline some common issues I have faced and how to get around them when creating real-time segments, including:
Can’t get to the thing you want to filter on; ‘Select a path’ not showing the pathway you want; Segment is stuck ‘Getting Ready’; The table is unavailable to be added because it ‘may be more than five hops away from the target audience.’
Include specific row (entity) references and all the data in Real-time marketing custom triggers
Custom triggers in Dynamics 365 Marketing (Customer Insights - Journeys) have recently became 1000 times better with the ability to include ‘Entity references’ - a way of making an entire record and all its associated records (up to 5 levels ‘deep’) available through a single trigger attribute. It works exactly the same as the ‘Contact‘ or ‘Lead’ in a trigger works, but for any table/row you choose.
This make all the data available in the trigger journeys for branching and emails for conditional content and personalisation. And you can have lots of these!
Upload Files to the Dynamics 365 Marketing Library with Power Automate
How to upload files into the Dynamics 365 Marketing (customer Insights - Journeys) library with Power Automate, including restricted files such as ICS calendar invitations!
Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate
How to use single step Dataverse Custom Actions in Power Automate to convert choice/choices column value (integer) to label (words) and back again.
Also more fondly know as Option Sets, Multi Select Option Sets and Picklists.
Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing
Easily access Dynamics 365 Marketing form submission and event registration summaries (including custom registration fields) in the activity timeline, and also on the event or form itself!
Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing
Create Dynamics 365 Marketing form submission and event registration summaries (including custom registration fields) to use in timeline posts, form exports and easier access to important details that are notoriously difficult to find!
Dynamic inputs for Project and Survey IDs in Customer Voice Survey actions in Power Automate
How to move flows between environments that use Customer Voice ‘Create an invitation’ or ‘Send a survey’ actions AND survey variables without post deployment edits or environment variables. Including how to navigate the ominous ‘The fields to send to Web Merge’.
Export Marketing Form Submissions in Dynamics 365 Marketing
How to enable the power of exporting marketing form submissions in Dynamics 365 Marketing. This blog will show you how we can use a custom page, custom button and some power automate magic to be able to export marketing form submissions into a lovely excel spreadsheet.
Restrict Access to Publish Journeys in Dynamics 365 Marketing
Publishing a journey sends emails out and starts all sorts of magical automations in Dynamics 365 Marketing. technical checks are built into the system but business checks are not. This post will show you how to restrict who can or cannot publish a journey without review and approval from authorised user.
Why? To give users confidence usinf Dynamics 365 Marketing and other vested parties (technical support teams, marketing & business relationship managers, leadership personnel etc.) reassurance that things are less likely to go wrong.
Hopefully this can help more customers success with Dynamics 365 Marketing!
Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate
How to make sense of lookup responses in a Marketing Form submission, when the form response says {"Id":"b580cd20-8e2a-ee11-bdf4-0022482578b5","LogicalName":"amey_country"} but what it actually means is ‘Australia’. If your users can’t speak GUID then this ones for you.
Delete internal emails from Dynamics 365 or Dataverse
How to delete internal emails from Dataverse or Dynamics 365 to keep private things private, without loosing visibility of important customer (and potential customer) communications for your sales, service and any other customer relationship management users.
Create Dynamics 365 Marketing Segments with Power Automate
Create and set ‘ready to use’ a Dynamics 365 Real-time Marketing segment as part of your automations using a Power Automate flow.
Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms
Contact point consent is the new way to manage consent in Dynamics 365 real-time marketing. This post shows you how to add the contact point preferences control onto a custom contact form, so that you can manage consent from any Contact form.