As a Pre-Sales Consultant for ClickDimensions, I believe it’s important for me to have hands on, real world experience with the product I advocate for. To do this, I decided to use the ClickDimensions platform to register and send out emails on my latest Live Chat event. The scenario looks like this: Use ClickDimensions Social … Continue reading How I use ClickDimensions to Manage my Live Chat Events!
How to send ClickDimensions Emails using Microsoft Flow
In this blog post, we will explore how to send ClickDimensions emails via Microsoft flow. Because ClickDimensions is native to Dynamics: Customer Engagement, we can utilize the Common Data Service actions and triggers to send ClickDimensions Emails. To start, we’ll need to determine what triggers the sending of the email. In later blog posts we’ll … Continue reading How to send ClickDimensions Emails using Microsoft Flow
Live Summit Chat!
This week I had the pleasure of hosting an impromptu chat with Summit Veterans to bring you top tips on how to get the most out of your wild User Group Summit Week! We talked about everything Summit from what to wear all the way to what swag to watch out for! Tune in for … Continue reading Live Summit Chat!
How to Stay Motivated!
This post is brought to you by motivational Shia LaBeouf One of the things I often struggle with is keeping up with the desire to learn. I am a self-confessed professional procrastinator. Working at an ISV means I’m not in the Dynamics product as a whole, day in and day out. I’m often solely focused … Continue reading How to Stay Motivated!
How to add Emojis to your Microsoft To-Do lists!
I was yesterday years old when I learned that I could add emojis to my Microsoft To-Do lists! I’m not sure about everyone else, but something about those colourful little icons beside my lists just fill me with satisfaction and joy. In this short but oh so sweet and colourful blog, I’ll share what I've … Continue reading How to add Emojis to your Microsoft To-Do lists!
Creating a Twitter To Read List with Microsoft Flow and To-Do!
If you’re like me, I enjoy a quick (or not so quick!) scroll through my twitter feed at random points during the day – sometimes before bed (a habit I need to break, I know), while at lunch or even while waiting for the kettle to finish boiling in the office break room. During these … Continue reading Creating a Twitter To Read List with Microsoft Flow and To-Do!
Marketing Lists vs Views
Yesterday while I was driving home from CRMUG in Chattanooga, TN, I was listening to the CRM MVP Podcast Episode 58 hosted by the fantastic Forms Pro guru Megan Walker. In this episode (which I highly recommend giving a listen to!) Megan talks about her top 10 favourite things about Forms Pro. I found this … Continue reading Marketing Lists vs Views
Implementing The Calendar Control in Unified Interface.
When should I send that Summer BBQ invite email? With the addition of Unified Interface to the Dynamics 365 comes some new features including the new Calendar Control. The Calendar Control allows you to view a set of records on a calendar, making it really easy to see any records that rely on a date … Continue reading Implementing The Calendar Control in Unified Interface.
Dynamics 101: The Core Records – Leads, Contacts and Accounts
At its most basic level, Dynamics Customer Engagement is a tool that allows you to maintain a virtual Rolodex – it’s a central location where you can easily look up an Account, see all the Contacts related to that Account and if there are any potential Leads related. You get a complete picture of your … Continue reading Dynamics 101: The Core Records – Leads, Contacts and Accounts
MBAS Hack4Good Hackathon: What I learned and why I’d do it again.
Build cool things - help others! First things first - I know a lot of my recent posts have been about events I have attended and I promise we'll get back to the good stuff of Dynamics: CE soon, but I wanted to share my experiences in the hopes that it will inspire others to … Continue reading MBAS Hack4Good Hackathon: What I learned and why I’d do it again.
