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Understanding the Feature Switches in Customer Insights – Journeys
With (nearly) every update to Customer Insights – Journeys comes new feature switches. Some are nice to have, some are need to have, and...
Unmapped choice fields in forms
In the real-time marketing app, the fields available for you to add to a form in the form editor needs to be in the data model. But what if yo...
First Look: Double Opt-in in Customer Insights – Journeys
Key points about the feature: 1) When a prospect submits a form connected to a Double Opt-in enabled compliance profile, the form submission t...
Copy the Asset Library from one app to another
If you're looking to create a solution that involves copying asset libraries from one application to another, here's some good news: files in ...
Filtering embedded Power BI reports
Up until now, I haven’t paid much attention to the Visualize this view command in model-driven apps. Actually, this a very handy feature...
Using Predictive Lead Scoring in Dynamics 365 Marketing
Many a time I have been asked about lead scoring in Dynamics 365 Marketing. Sellers thrive off of good leads, and marketers will want to hand ...
A closer look at predictive lead scoring in Dynamics 365 Sales Insights
Imagine this: you have thousands of leads, and only so many sellers. A seller can only work through a set number of leads. Your sellers might ...
Easily capture consent with the new Dynamics 365 Marketing Real-time Forms
The new real-time marketing form editor allows you to easily and quickly create forms using the same concepts as with the email editor. You ca...
Boost your productivity with personal sequences in Dynamics 365 Sales
In the latest release of Dynamics 365 Sales, we are taking further steps to empowering sellers, by allowing them to build their own sales sequ...