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Manage Email Bounces on Lead or Contact Views & Forms in Dynamics 365 Customer Insights - Journeys
How can we manage email bounces in Customer Insights - Joruneys? How about a last bounce date and reason on each Lead/Contact with email delivery issues? Oh and a way to track if remedial email address update action has been taken or not since the last bounce. Sure!
A simple two step Power Automate flow, some new fields and a classic workflow will get you up and running in no time. But it means no more excuses on poor delivery rates!
Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events
There is a magical The ‘Event time zone’ field in Dynamics 365 which is used for Events in Customer Insights - Journeys. Technically speaking in the background it all works great, the time is correctly converted to UTC and shows as expected for calendar invite timings etc BUT the actual name of the GMT offset time zone e.g. ’(GMT+10:00) Canberra, Melbourne, Sydney’ is hellishly wordy and it’s only correct for half the year in any region that uses daylight savings… doh!
Why do I care?
When you include this in your email to show the event time zone of the event, it doesn’t look too smart! This post will show you how to create a simple Power Automate flow to generate a correct and neater time zone label for all your events that can be used in event communications, with style.
Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate
Technical Summary: How to query Dataverse with an array of GUIDs!
Summary with Customer Insights - Journeys context: How to turn a list of GUIDs from a Customer Insights - Journeys segment into actual data from the contact/lead, which can then be used in lots of other useful ways such as building a beautiful custom page to browse and search segment members or exporting segment members.
Browse and Search Segment Membership in Customer Insights - Journeys
A really cool custom page to browse and search segments in Customer Insights - Journeys real-time marketing!
This post will show you how to build the essential pieces to retrieve the segment member details into a custom page in Dynamics 365, and also how to create the browse and search experience.
Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse
There are few solutions out there already for triggering a Power Automate flow from a custom buttons/commands, each has its pros/cons but none of them are great. I think I found a nicer way. This method uses a custom page that opens as a modal when a command button is selected from a row in Dynamics 365 or Dataverse. The custom page ‘OnStart’ property triggers the flow and responds to the user when complete.
BONUS: you can build a really nice UX that handles errors and conditional logic for the flows functionality which is so much better than hiding command buttons with no explanation or reason!
View merged Lead, Contact or Account details in Dynamics 365
The merge functionality for Leads, Contacts and Accounts in Dynamics 365 and Dataverse has been around for a while, but there isn’t great visibility of when a row was merged into, and what happened during the merge.
This post shows you how to add a note in the timeline to show when a row has been merged into, and also what data has been updated from the deactivated row.
Dataverse Choice & Choices Conversion in Power Automate
How to create a very helpful child flow that will help you convert Choice or Choices column values from Label to Value and also Value to Label for any table or column in Dataverse. You can call this child flow form any other flow you are building when a choice or Choices conversion is required.
Force Rollup Column Calculation in Power Automate
Rollup columns in Dataverse are a great way to aggregate data across a hierarchy of data such as totals, averages, maximum and minimum, but they come with some limitations too. Sometimes you need to force this recalculation on demand. Now you can do it with Power Automate!
List Segment Members from Customer Insights - Journeys in Power Automate
You can create seriously impressive and complex data queries for Leads or Contacts using the new ‘real-time marketing’ segment builder for in Dynamics 365 Marketing (Customer Insights - Journeys). Then use the segment data to provide you with the data set of Contacts or Leads you want to automate with in Power Automate!
For example: the interaction data for email delivery is super valuable in helping to clean up your data. A hard bounced email is a clear indicator for an invalid email address. You can identify Contacts or Leads to unsubscribe, deleted or modify to protect the sender reputation of your domain and give marketers a clearer view on conversion rates.
Include specific row (entity) references and all the data in Real-time marketing custom triggers
Custom triggers in Dynamics 365 Marketing (Customer Insights - Journeys) have recently became 1000 times better with the ability to include ‘Entity references’ - a way of making an entire record and all its associated records (up to 5 levels ‘deep’) available through a single trigger attribute. It works exactly the same as the ‘Contact‘ or ‘Lead’ in a trigger works, but for any table/row you choose.
This make all the data available in the trigger journeys for branching and emails for conditional content and personalisation. And you can have lots of these!
Upload Files to the Dynamics 365 Marketing Library with Power Automate
How to upload files into the Dynamics 365 Marketing (customer Insights - Journeys) library with Power Automate, including restricted files such as ICS calendar invitations!
Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate
How to use single step Dataverse Custom Actions in Power Automate to convert choice/choices column value (integer) to label (words) and back again.
Also more fondly know as Option Sets, Multi Select Option Sets and Picklists.
Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing
Easily access Dynamics 365 Marketing form submission and event registration summaries (including custom registration fields) in the activity timeline, and also on the event or form itself!
Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing
Create Dynamics 365 Marketing form submission and event registration summaries (including custom registration fields) to use in timeline posts, form exports and easier access to important details that are notoriously difficult to find!
Dynamic inputs for Project and Survey IDs in Customer Voice Survey actions in Power Automate
How to move flows between environments that use Customer Voice ‘Create an invitation’ or ‘Send a survey’ actions AND survey variables without post deployment edits or environment variables. Including how to navigate the ominous ‘The fields to send to Web Merge’.
Export Marketing Form Submissions in Dynamics 365 Marketing
How to enable the power of exporting marketing form submissions in Dynamics 365 Marketing. This blog will show you how we can use a custom page, custom button and some power automate magic to be able to export marketing form submissions into a lovely excel spreadsheet.
Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate
How to make sense of lookup responses in a Marketing Form submission, when the form response says {"Id":"b580cd20-8e2a-ee11-bdf4-0022482578b5","LogicalName":"amey_country"} but what it actually means is ‘Australia’. If your users can’t speak GUID then this ones for you.
Delete internal emails from Dynamics 365 or Dataverse
How to delete internal emails from Dataverse or Dynamics 365 to keep private things private, without loosing visibility of important customer (and potential customer) communications for your sales, service and any other customer relationship management users.
Create Dynamics 365 Marketing Segments with Power Automate
Create and set ‘ready to use’ a Dynamics 365 Real-time Marketing segment as part of your automations using a Power Automate flow.
‘Distribution List’ Emails and Appointments with Power Automate
Automating the creation of Dataverse Activities to lists or groups of contacts. This post shows you how to build power automate flow that does the magic behind the scenes of the custom page in my last post ‘Distribution Lists’ in model-driven apps.