Business rules are one of the simplest ways to apply logic in a model driven app without writing JavaScript. They allow you to control form behaviour, validate data, and guide users using clear conditions and actions. If you are new to Dynamics 365 or the Power Platform, business rules are often the best place to […]
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Copilot for Customer Service This week we are looking at the top features available in Copilot for Customer Service. Copilot in Service provides real-time AI assistance to help agents automate time-consuming tasks, manage cases more efficiently, and resolve issues faster. This post highlights key productivity and knowledge-related features that support customer service agents. Prefer to
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DY365 Customer Insights Journeys Overview Course. A few days ago, I found myself wondering: If I were learning about Customer Insights Journeys for the first time, wouldn’t it be helpful to have a short, structured course that walks through everything I need to know? I searched YouTube for a free, step-by-step overview… but while I found
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Pain point This guide outlines a method for synchronising Mailchimp with Dynamics 365 CRM using a third-party application.Marketing campaigns are often run through Mailchimp, while the sales team handles new leads and contacts in Dynamics 365. Without integration, this creates a disconnect between marketing and sales, leading to duplicated work and missed opportunities. Solution Use
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Introduction Let’s say you’re setting up an event in the Dynamics 365 Real-Time Marketing app and want to send an email confirmation to contacts or leads when they register. Most marketing platforms do this by default, and it can feel odd not receiving a confirmation email after signing up. How to Set This Up Dynamics
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Did you know that for a contact to receive a notification such as emails or SMS, they need to be opted into a commercial or transactional compliance profile? In this guide, I’ll walk through what a compliance profile is in Customer Insights – Journeys, the types of profiles you can configure, the different communication purposes,
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Want to know how to create custom triggers in Dynamics 365 Customer Insights Journeys? You’re in the right place. This walkthrough is designed for functional consultants or business users. Most steps don’t require coding, though you’ll need to hand off a small code snippet to a developer to add it to your website or app.
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