-
Enable Attendees to Cancel Their Own Registrations in D365 Customer Insights Journeys: Part 2
Intro This is the second and final part of a two-part series on building a solution that allows event attendees to cancel their registrations themselves. If you missed part one, you can CLICK HERE to read it first, then come back and continue. 😉 Step-by-Step Guide In the first part, we set up the two flows that handle registration cancellations. In this part, we’ll focus on adding the trigger URL to the Event Registration Confirmation email and setting up a Registration Cancellation Confirmation email. I’ll also share some considerations for you to think about. Doesn’t this sound great? Let’s dive…
-
Enable Attendees to Cancel Their Own Registrations in D365 Customer Insights Journeys: Part 1
This is part 1 of a two-part series. Read Part 2 here. Background One thing that has been my “Roman Empire” 🌐 for a while now is giving event attendees the ability to cancel their event registration all by themselves in D365 Customer Insights Journeys. But as you know, there is currently no way for them to do that, which is a bummer. 😓 This means we need to handle it manually, which takes away valuable Fika time. And as a Swede, I don’t compromise on Fika time. If you even think about saying, ‘Well, in the old portal…,’ I’ll…
-
How to Dynamically Set Event Images on Registration Forms in Dynamics 365 Customer Insights Journeys
Background One thing I love about blogging is the comments I get with questions, big and small. A few posts ago, I was asked about setting a dynamic event image on the event registration form in Customer Insights – Journeys. Naturally, I had to investigate. As it turns out, it’s not as straightforward as I initially thought. First off, the Event Image field is now hidden on the Event form. Microsoft, what’s going on here? 🤔 And secondly, the Insert Image control in forms doesn’t support dynamic content, meaning we can’t directly add the source URL for the Event Image.…
-
D365 Customer Voice Survey Response trigger the OOB way in Customer Insights Journeys
A while back, I put together a guide on how to create a trigger when you receive a response from a D365 Customer Voice Survey In Customer Insights Journeys. Why? Because I couldn’t find an out-of-the-box (OOB) solution for it—so I had to get creative! 🤔💡 But wait—thanks to an awesome comment from Dan on that post, I found out there is a way to do it, and it’s simpler than I thought. 🙌 Honestly, I’m a bit embarrassed I missed this! 😅 I did search Microsoft Learn for it, but couldn’t find anything. If it’s there, please send me…
-
Create a Custom Trigger for D365 Customer Voice Survey Responses
So, let me take you on a little adventure I recently had while setting up a Dynamics 365 Customer Voice send-out for supplier reviews as part of CRMK’s ISO9000 work. This was my debut in using Customer Voice in Real Time, and oh boy, was it a ride! 🎢 First, I whipped up the survey and used the out-of-the-box (OOB) functionality to send it out. Simple enough, right? But hold onto your hats, because things got interesting real quick! 🚀 In the journey, I set conditions to wait a week before sending a reminder if respondents hadn’t replied. Easy peasy, just use…
-
Exploring Events in Real-Time Marketing: Part Two – Sending invitations, reminders & Confirmations.
In my previous post, I took you on a thrilling journey through the process of setting up an event and registration form in real-time marketing. But hold onto your hats, because the adventure doesn’t stop there! 🚀 After all, what’s an event without attendees? We certainly wouldn’t want to make a grand entrance only to find an empty room, would we? 😄 And let’s not forget, who’s going to help us savor all those delectable canapés? So, let’s dive into the next chapter and uncover the secret sauce to ensure your event gets the attention it truly deserves! 🎉👥 In…
-
Exploring Events in Real-Time Marketing: Part One – Activating Features and Setting up Event Registration
Effective September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will combine into Dynamics 365 Customer Insights. They will be referred to as Dynamics 365 Customer Insights – Journeys and Dynamics 365 Customer Insights – Data. Check Dynamics 365 Customer Insights FAQs for details. Welcome to the first installment of my series all about Events in real-time marketing! In this edition, we are taking the plunge into the world of getting started. I’ll guide you through activating the feature, crafting an event, and whipping up a snazzy form. Stick around for the ride! 🎉 Getting things done in real-time…