We’ve got our Model setup in the Power Platform AI Builder and we’ve experimented with a Flow in Power Automate to query the Model and Predict an outcome. As a next step we might want to start querying our model outside of Power Automate to start running experiments or test scenarios past our model – particularly if we want to start visualising the model graphically or showing ‘what-if’ style predictions. We could run different Predict…
For many years, ClickDimensions was the only reputable marketing solution for Dynamics 365. It allowed organisations to manage all of their marketing needs within Dynamics 365, even when it was Microsoft CRM. However in 2018, Microsoft released Dynamics 365 Marketing as a 1st Party App that comes into competition with ClickDimensions. Dynamics 365 for Marketing (or D4M for short) has grown in popularity and appears to be the best option for most businesses, but let’s compare the two products on a few key…
Power Automate is a fantastic tool for implementing Cloud Workflows by linking lots of different systems or platforms together using JSON Messages and REST Endpoints. This can be particularly effective in the Microsoft Cloud to help integrate Apps together into a single solution. In this example, we can build a Flow in Power Automate that creates a new Channel in Microsoft Teams for each Project Record added to Dynamics. This is actually a pretty simple…
Using Dynamics 365, we can create new Word Documents from Templates we have built and stored in CRM. These templates can pull data from the CRM Records into the new Word Document and so auto-populate the Document with useful information from CRM – this can be particularly useful for producing Letters, Orders or Contractual Documents based on the Address, Sales or Contract Terms we have tracked in CRM. By default these new Documents are created…
This Power Apps Portal Hub features focused & technical articles on the functionality offered by Power Apps Portals – Introducing what it can offer, and to help you get the best from your suite. What Is A Power Apps Portal? After the launch of Power Apps Portals on 1st October 2019, Dynamics 365 Portals are now called Power Apps Portals. PowerApps Portals offer you the ability to build low-code, responsive websites that allow you to create…
One new feature with Dynamics for Sales is the ability to export a Word Template directly into PDF. As a new feature, this needs to be enabled and this can be done via the Dynamics for Sales App and going into Settings within this App. NOTE: This works in the same way as the 1st Party Marketing App but (to crusty long timers with Dynamics) can be a bit tricky to find as its slightly non-standard.…
Since GDPR came into effect 2 years ago, many companies have had to make changes to their ways of working. Companies must now gain consent from people in order to collect their personal data, and must also delete data that is not being used for its original purpose. While it is generally a positive thing for the end user (I think it’s great that companies now have to ask my permission before bombarding me with…
You do have the ability to add a preheader to your Marketing Emails but it’s not entirely clear. Luckily we will run through adding a preheader in this blog post. In order to add a preheader you need to ensure you have text in the first section of your email and if you are using a section with multiple columns then the text needs to be in the first column (furthest left). When you send…
We can use Dynamics for Marketing to build a schedule of Social Media Posts to help the performance of a particular Campaign or Landing Page. This can be done by configuring a Social Media Channel such as Twitter or Facebook and then posting from Dynamics into this Channel. Taking Twitter as an example, our first step to implementing this in Dynamics 365 is to visit the Settings Area of the Marketing App and opening the…
If you’ve been using Dynamics 365 for Marketing to send out surveys, you may have noticed that the survey button vanishes when you receive the email. Although it may be obvious, you must include the survey in the Email Elements section of the customer journey. Here is our marketing email with the Survey we chose… In my customer journey I add my email, open the email elements, and add the same survey being used in…
