Recent Posts

Filter Related Lists in Dynamics 365 Marketing Emails

Once again I am back with a solution inspired by my fellow MVP Amey Holden. Here’s the challenge: With Dynamics 365 Marketing it is possible to add associated records in the body of an email using the Handlebars.js markup language. Microsoft has some good examples in their documentation here. For example, if you want toContinue reading “Filter Related Lists in Dynamics 365 Marketing Emails”

Set Default Color and Style Options for Elements of Marketing Pages and Emails – Dynamics 365 Marketing

Per request of Amey Holden, here’s how to pre-define the default colors for objects that users will use to create their email and page templates in Microsoft Dynamics 365 Marketing. In this example, when a user drags a Text block into a landing page template, we want the default font color to be #404041 andContinue reading “Set Default Color and Style Options for Elements of Marketing Pages and Emails – Dynamics 365 Marketing”

Using Dynamics 365 Sales and Wondering Where to Start with Power BI?

If you are new to Power BI or if you have not done a lot with it, it can be a little overwhelming to know where to start. In just about every sales deployment, you will have requests from both salespeople and sales managers for ways to get actionable and accurate intel on the performanceContinue reading “Using Dynamics 365 Sales and Wondering Where to Start with Power BI?”

Customer Insights Featured First (Again) in Virtual Launch of 2020 Wave 1 Release

James Phillips, President of Business Applications at Microsoft, presented the Virtual Launch of the 2020 Wave 1 Release today from his home. Customer Insights was first on the agenda again! (It was also highlighted first during the 2019 Wave 2 Virtual Launch.) This time around, the use case that was shared was UNICEF’s use ofContinue reading “Customer Insights Featured First (Again) in Virtual Launch of 2020 Wave 1 Release”

An Opportunity to Help a Dynamics 365 & Power Platform Community Star

I want to let you know about someone who represents the very best of our community and who needs your help today. Over the last16 years in working with Microsoft Dynamics, I have been fortunate enough to personally meet thousands of people in the Dynamics 365 and Power Platform community. From partners to customers, developersContinue reading “An Opportunity to Help a Dynamics 365 & Power Platform Community Star”

Changing the Enrichment Segments in Customer Insights? Re-run Measures and Segments to See the Updated Customer Profiles

File this one away under lessons learned. Recently I was updating a demo environment of Customer Insights that I had originally set up to use one set of enrichment parameters. The original settings used Brands and Categories related to coffee retailers, but for the purposes of a new demo, I wanted to update the environmentContinue reading “Changing the Enrichment Segments in Customer Insights? Re-run Measures and Segments to See the Updated Customer Profiles”

ICYMI: Conversation with @crmchartguy about Customer Insights

Back in September I had a great conversation with Ulrik “the CRM Chart Guy” Carlsson on his Power BI podcast. We discussed the opportunity around Customer Insights as well as how it fits into the bigger story of the Power Platform. Ulrik is a great interviewer – if you didn’t catch it the first timeContinue reading “ICYMI: Conversation with @crmchartguy about Customer Insights”

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