A blog dedicated to tips and tricks in the use of Dynamics 365 and Power Platform
Sending HTML emails through Dynamics 365
Task: Send HTML email though Dynamics 365Difficulty: AdvancedTime to implement: 1-2 hours Tracking emails is a popular feature in Dynamics 365 Customer Engagement. You can track emails by connecting your mailbox with Microsoft Exchange and either use the Dynamics 365 app for Outlook or Dynamics 365 email capabilities to send out emails. Companies see great […]
Follow your recipient’s activity in Dynamics 365
Tasks: Send a notification when a contact opens a Dynamics 365 attachmentDifficulty: IntermediateTime to implement: 1-2 hours In this post I’ll show you how you can use the Email Engagement solution, which I showed you how to configure in my previous post, to automatically sending a notification when a contact/recipient has opened a Dynamics 365 […]
Tracking opens and clicks of Dynamics 365 emails
Task: Enable and configure Email Engagement to follow emailsDifficulty: MediumTime to implement: 1-2 hours In this post I am going to show you how you can follow emails in Dynamics 365 Sales. This is a very useful feature that is part of Sales Insights (free) solutions. Tools used Dynamics 365 Sales: A popular CRM system […]
Integrate your website with Dynamics 365 Sales
Task: Integrate your website with Dynamics 365 Sales using Parserr parsing softwareDifficulty: AdvancedTime to implement: 1-2 hours I am quite excited about sharing with you a great discovery I made when surfing the web looking for new ways to handle automatic record creation in Dynamics 365 from emails messages. In my research, I came across […]
Creating a Canvas App
Task: Create an app that allows employees to order food at the office canteenDifficulty level: intermediateTime to implement: 2-3 hours In this post, I will show you how to create an app that allows your employees to order food at the office canteen. Many offices order food from catering services. The catering service may or […]
My post about Net Promoter Score on CustomerThink
A post written by myself just got published on CustomerThink, a highly ranked blog site. In the post I am discussing the benefits of using and implementing net promoter score to measure how satisfied customers are with your company’s products or services. Furthermore, the article has been published as an Editor’s Pick giving it a […]
Customer survey sent after purchase part 3/3: Configure a flow
Task: Automatically send customer survey after an opportunity is wonDifficulty: MediumTime to implement: 1-2 hours Content Creating the survey Configuring the email template Configure a flow In this article we will conclude this blog series by configuring a flow for our survey in Power Automate.
Customer survey sent after purchase part 2/3: Create an email template
Task: Automatically send customer survey after an opportunity is wonDifficulty: MediumTime to implement: 1-2 hours Content Creating the survey Configuring the email template Integration In this article we will continue working in Forms Pro and build an email template with dynamic content from Dynamics 365.
Customer survey sent after purchase part 1/3: Create the survey
Task: Automatically send customer survey after an opportunity is wonDifficulty: MediumTime to implement: 1-2 hours Content Creating the survey Configuring the email template Integration In this three-part blog series we’ll be looking at a scenario which I have implemented for a client where a car dealership selling a new car sends a survey post-purchase to […]
Lead generation with webforms part 3/3: Connecting with Dynamics 365
Task: Create a lead in Microsoft Dynamics 365 Sales from a web form submissionDifficulty: EasyTotal time to implement: 1-2 hours Content Creating the form (read post) Embedding the form on a webpage (read post) Connecting the form with Dynamics 365 Creating a flow Configuring the flow Testing the flow In this last part of my […]
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