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Author Archives: Vivian Voss

Part 2 Dataverse, Metaverse…What’s to come for D365 from MS Ignite 2021

16 Nov
Vivian Voss 0
Customer paper plane
Customer Experience Platform One of the things that was announced at the Ignite 2021 conference, is the new “Customer Experience Platform”. This is a combination of new and existing features to give you a better understanding of your customers, create ... Read more »

Dynamics 365 CE Analytics, Automation, Azure, Customer Experience, D365 Marketing, D365CE, Data, Dynamics365

Tip #9 Form capture quirks D365 Marketing

5 Nov
Vivian Voss 0
Feedback form
Why? One way of using D365 Marketing is by collecting customer data through the use of forms.  A form is a list of input fields that help you collect relevant data from your existing or potential customers. This can be ... Read more »

Dynamics 365 Marketing D365 Marketing, Form capture, Forms, Quirks

Dataverse, Metaverse…What’s to come for D365 from MS Ignite 2021 part 1

3 Nov
Vivian Voss 0
Linked hands
Intro It is Ignite time again and as always Microsoft is coming out with tons of new functionality and exciting features for everyone to look forward to in the near future. The word Meta is very popular recently due to ... Read more »

Dynamics 365 CE ContextIQ, D365CE, Highlights, Ignite

Tip #8 Improve your licensing!

22 Oct
Vivian Voss 0
Why? Licensing is a crazy world to look into. There are so many things to consider and even more things to mix and match in order to find the best solution for your needs. Licensing for D365 Marketing is not ... Read more »

Dynamics 365 Marketing D365 Marketing, License

Tip #7 Marketing sample data?

6 Oct
Vivian Voss 0
Sample
Why? How? This is going to be a quick tip 😀 Recently, it was brought to my attention that the Sample data for Marketing has been removed from where it was before. You could find the sample data under Settings ... Read more »

Dynamics 365 Marketing D365 Marketing, Sample data

Tip #6 Customizing the new email editor

3 Oct
Vivian Voss 0
Email editor
Why? As you could read from my previous post (Tip #5 old email editor deprecated), the old email editor has been deprecated from the October release. If you have made any customizations to the old editor forms or are using ... Read more »

Dynamics 365 Marketing Customization, D365 Marketing, Email editor

Tip #5 Old email editor is deprecated

20 Sep
Vivian Voss 1
Deprecated old editor
Why? In the April release 2021, we got a new email editor. A new look and feel, new tools and a new way of working with editors.  It was also announced that this new editor “New editing experience”, will become ... Read more »

Dynamics 365 Marketing D365 Marketing, Deprecated, Email editor

Tip #4 Updates to D365 Marketing. Again?

5 Sep
Vivian Voss 0
Update post it
Why? With the big October release right around the corner, I wanted to look into the updates to D365 Marketing. Although being part of the release waves of Dynamics 365 and Power Platform, the marketing module has its own update ... Read more »

Dynamics 365 Marketing D365 Marketing, Releases, Schedule, Updates

Tip #3 “Go Live” button missing?

26 Aug
Vivian Voss 0
Go button
Why? Using Dynamics 365 Sales we have got very used to the flexibility and possibilities of making the system yours. This means adding extra fields, changing the look of the forms and adding extra functionalities to standard components. All good, ... Read more »

Dynamics 365 Marketing buttons, D365 Marketing, Go live

Tip #2 Export of marketing data not matching Insights?

19 Aug
Vivian Voss 0
Data
Why? Now that you have got your insights data in Azure. All ready for giving you more value from D365 Marketing than you got before. You still shouldn’t lean back and hope all magic is done for you. As it ... Read more »

Dynamics 365 Marketing D365 Marketing, Export, Insights, Marketing Insights

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Author

Hi!
I am Vivian and welcome to my blog. Here you can follow my path to finding my way in the exciting world of CRM and travelling to different places in the world.

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