Understanding the Feature Switches in Customer Insights – Journeys

With (nearly) every update to Customer Insights - Journeys comes new feature switches. Some are nice to have, some are need to have, and some calls for caution. Below you will find the feature switches as per November 2024, along with my comments. SwitchDetailsCommentSegmentation Use protected fields in segments.Allow the use of protected columns/fields in segment … Continue reading Understanding the Feature Switches in Customer Insights – Journeys →

Unmapped choice fields in forms

In the real-time marketing app, the fields available for you to add to a form in the form editor needs to be in the data model. But what if you need a form with fields not in the data model, fields that are irrelevant for the data model, but relevant for your form? This is … Continue reading Unmapped choice fields in forms →

First Look: Double Opt-in in Customer Insights – Journeys

The long awaited Double Opt-in feature is here. The key points about the feature are these: When a prospect submits a form connected to a Double Opt-in enabled compliance profile, the form submission triggers a customer journey The customer journey is configured automatically by the system when Double Opt-in is setup for the compliance profile, … Continue reading First Look: Double Opt-in in Customer Insights – Journeys →

Copy the Asset Library from one app to another

Files in the asset library now support application lifecycle management (ALM). This means that you can create a solution, add existing files to it, and then export the solution to import it into a target organization without the risk of losing valuable data Note - you will need to update your Marketing app to the … Continue reading Copy the Asset Library from one app to another →

Filtering embedded Power BI reports

*** BEFORE YOU READ ON: This feature reached retirement on July 31, 2024 and is no longer available (link) *** Up until now, I haven't paid much attention to the Visualize this view command in model-driven apps. Actually, this a very handy feature, that lets me create reports in the Power BI service using the … Continue reading Filtering embedded Power BI reports →

Making Viva Sales yours

Microsoft Viva Sales is a seller experience application that uses Outlook (and Teams) to automatically capture, access, and register data into Dynamics 365 CE (and Salesforce). It eliminates manual data entry and gives sellers more time to focus on selling. By enriching the data set with customer engagement data from Outlook and the power of … Continue reading Making Viva Sales yours →

Using Predictive Lead Scoring in Dynamics 365 Marketing

Many a time I have been asked about lead scoring in Dynamics 365 Marketing. Sellers thrive off of good leads, and marketers will want to hand over quality leads. Since the launch of the Dynamics 365 Marketing app you could create manual lead scoring models. Thats all good if you don’t need a model that … Continue reading Using Predictive Lead Scoring in Dynamics 365 Marketing →

A closer look at predictive lead scoring in Dynamics 365 Sales Insights

Imagine this: you have thousands of leads, and only so many sellers. A seller can only work through a set number of leads. Your sellers might not get through all of the leads on their list. You risk wasting time on the low quality leads, and never get to the high quality leads. If sales … Continue reading A closer look at predictive lead scoring in Dynamics 365 Sales Insights →

Boost your productivity with personal sequences in Dynamics 365 Sales

In the latest release of Dynamics 365 Sales, we are taking further steps to empowering sellers, by allowing them to build their own sales sequences. Before now, sales managers enforced best practices by defining a set of consecutive activities for their sellers to follow throughout their workday. Managers could connect these sequences to leads and … Continue reading Boost your productivity with personal sequences in Dynamics 365 Sales →