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Set Customer Voice Survey Variables using Dynamics 365 Marketing
Sending Dynamics 365 Customer Voice surveys via Dynamics 365 Marketing is possible today already. Unfortunately it is not possible to set any survey variables (except first name and last name which is taken from the contact record)… until now!
This post is going to be using the ‘Real-Time Marketing’ functionality of Dynamics 365 Marketing to send personalised customer voice surveys, with all the variables you could ever dream of!
Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer!
Real-time marketing comes with a bunch of pre built triggers which come with the installation such as ‘Contact Created’ and ‘Lead Created’ but obviously none for my custom tables. How to create your own real-time Dynamics Marketing customs triggers based on activity/data in Dataverse - without a developer!
Marketing beyond Segments and Mailing Lists
Marketing lists are so last year, dynamics segments are a little bit better - so long as you have the data but did you know you can trigger your marketing automation (i.e. Customer Journeys) when your contacts or leads actually do something meaningful? Such as submitting a form, creating an order or updating their bookings. Well you can - so its time to start conversations in a timely, satisfying and personalised way - any time of day, without even lifting a finger.
Event Check-in App for Dynamics Marketing
Dynamics Marketing allows us to automatically send out unique QR codes to registered event attendees. In this article I will show you how Power Apps & Power Automate can be leveraged to create and event check-in app so we can say goodbye to paper lists and post event painful data entry.