Rolling up can be frustrating! Recently I was asked by a client if there was a way to view all Email Activities from Contacts that belonged to an Account. Initially, I thought "No problem - that's a simple Advanced Find" however when I started diving into things, I very quickly ran into some problems. In … Continue reading Account Based Marketing – Building Simple Reports 📊
Power Virtual Agent is having a spectacular moment right now with so many different applications from a Beer Bot to a Support Bot. I have recently been building a bot that helps my team locate the correct resource based on a series of questions. However, sometimes my team might need to email in specific information … Continue reading Generate simple pre-built emails with Power Virtual Agent 🤖
PSA: TattooedCRMGirl has moved to Twitch and you can catch all our #PowerPlatform shenanigans over on twitch.tv/TattooedCRMGirl With the unfortunate news of Mixer.com closing, we have moved all our live stream goodness to Twitch. Be sure to follow along to be notified of Live Chat and Implementation streams! Hope to see you live soon! 💜
In my previous post, I gave an overview of why I think the Campaign entity in Dynamics 365 is a really practical and versatile entity to use when keeping track of your marketing efforts. One way in which I recommend using the campaign entity is to track your spend vs. your revenue coming in and … Continue reading Budgeting and the Campaign Entity.
When working on any marketing project with a client, I am most always posed with the following question: "How do I find out what my return on investment is for a given marketing effort?". The end goal of every marketing campaign is usually the same - to generate leads and realise revenue. To understand what … Continue reading Getting the most of the Campaign entity in Dynamics 365
By now, you've likely seen at least seven different posts on social media on how to work from home effectively. While technically this post can be lumped in with those, today I want to take a deep dive into a tool that has been invaluable for keeping me focused and on track - good ol' … Continue reading Using Microsoft To-Do to maximize productivity.
The internet is hard sometimes. As we work together to combat the global pandemic that we are all facing, in person events are being cancelled left and right. But this does not mean that we need to cancel our gatherings entirely, we just need to think outside the box a little! In this post I … Continue reading How to Convert your In Person Event to an Online Event.
The Event of the Decade - because of great marketing? Maybe! It's been almost a month now since one of the greatest community events ever - Scottish Summit 2020 - and you might say I'm having some withdrawals! I've been reflecting on the event as a whole, including the marketing efforts we put in during … Continue reading Marketing an Event as a Non-Marketer – Here's what I learned!
Today we're going to take a look at another number based control, but possibly my favourite of all the UI controls - ⭐ the star rating ⭐. If you’re not already familiar with how to add a control to a field on a form, I recommend reviewing my previous blog post. Using the Star Rating – … Continue reading Unified Interface Controls – The Star Rating ⭐
World Domination with UI Controls! Yet another lovely number control for us to play with! The Arc Knob is similar to the radial knob in look and feel but is better for conveying a sense of status or value. If you’re not already familiar with how to add a control to a field on a … Continue reading Unified Interface Controls – The Arc Knob