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 to…
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 and…
Add Custom Fonts to Dynamics Marketing Designers
Out of the box, Microsoft Dynamics 365 Marketing’s email and page designers include only web-safe fonts – the ones that no marketer ever has wanted to use: Here’s how to add custom fonts and make them show up in the drop-down so your users can work with them easily. TIP: Do this in the Email…
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 performance…
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 of…
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, developers…
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 environment…
Customer Insights vs Power BI
A common question that comes up when you begin to discuss Customer Insights and its ability to unify and report on your customer data is: “Why can’t I just use Power BI for that?” I thought it might be helpful to provide some bullet points to help clarify how Customer Insights is differentiated from Power…
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 time…
Confirmation or Coincidence?
As if to confirm what I wrote at the start of this week in my blog post entitled “Microsoft Partners: Why you need to get smart about Customer Insights. Right now!”, Microsoft’s Dynamics 365 Newsletter for November just arrived in my inbox, and it is all about Customer Insights: Links highlighted in the newsletter provide…
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Matt Wittemann 