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Author Archives: Vivian Voss

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

Tip #1 How to get Marketing Insights to BI?

11 Aug
Vivian Voss 0
Computer and papers with analytics
Why? Lets start off with a bang! Insights is an amazing tool and something I will also write more about in the future. But it is a static What You See Is What You Get type of tool and there ... Read more »

Dynamics 365 Marketing BI, D365 Marketing, Export

New series – D365 Marketing tips

10 Aug
Vivian Voss 0
Maze to the heart
Hi and welcome! This will be my first series of blog posts related to D365 Marketing. So let me brake this up for you: Why? As a technical consultant I constantly run into small challenges that I don’t know how ... Read more »

Dynamics 365 Marketing D365 Marketing, Tips, Tricks

Looking back to Scottish Summit 2021

15 Jul
Vivian Voss 0
Vivian Voss Scottish Summit banner
Background My journey with Scottish Summit started in 2020, when I discovered that such an event takes place. I looked into the agenda and it looked very exciting and that was a bit disappointing. It was disappointing. I could only ... Read more »

Dynamics 365 CE #SS2021

Duplicate error when merging 2 Accounts

8 Feb
Vivian Voss 0
Background We are working on cleaning up our CRM system and therefore I was trying to merge two Account records. Very standard and nothing special about the records either. It is something I have done successfully a hundred of times ... Read more »

Dynamics 365 CE Duplicate error, Dynamics 365, Merge, Relationships

Lead qualifying – no data from ClickDimensions

15 Feb
Vivian Voss 0
Background We were upgrading our ClickDimensions solution from v.9.6 to 9.10 on a Dynamics 365 On-Premise v.8.2.1. Looking at the release notes from ClickDimensions, it did not seem like a burdensome task. Mostly improvements to the existing functionality and of ... Read more »

Dynamics 365 CE ClickDimensions, contact, Dynamics 365, lead

Last day in Rio de Janeiro

23 Aug
Vivian Voss 0
rio2016
The reason that my last post didn’t have any pictures is revealed in this post. 😀 Morning The party ended in the morning. Walking along the Copacabana beach, we decided to have breakfast and then head to the beach. The ... Read more »

Travelling olympics, police, Rio, robbing, teamwork, volunteering

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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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