Configure your social media accounts Social posting enables Dynamics 365 Marketing users to author, schedule, and publish posts to a variety of social media channels and accounts. You must configure and authenticate each channel and account that you'd like to make available for use with this feature. In the current version, you can configure accounts … Continue reading Dynamics 365 for Marketing | Episode -05 | Social Configuration | Social Posting by Srinath Pega
Month: September 2021
Microsoft Power Virtual Agents | Sign up for Power Virtual Agents Trial By Srinath Pega
Empower everyone to easily build intelligent chatbots Respond rapidly to your customer and employee needs—at scale—using intelligent chatbots built with Power Virtual Agents. No coding is required. https://youtu.be/ZnfNo3oxcXw
Dynamics 365 for Marketing | Episode -04 | Content Management | Files | Keywords | by Srinath Pega
Manage marketing content Images, graphics and videos are important elements that enhance your marketing emails and marketing pages. In order to use these elements in your designs, you must first upload them to Dynamics 365, which also hosts the images and delivers them when contacts open an email or marketing page. Upload images Whenever you … Continue reading Dynamics 365 for Marketing | Episode -04 | Content Management | Files | Keywords | by Srinath Pega
Dynamics 365 for Marketing | Settings | Episode -03 | Landing Page Configuration by Srinath Pega
Dynamics 365 Marketing, a landing page is a type of marketing page. Other types of marketing pages include subscription centers and forward-to-a-friend forms, both of which support email marketing and are more specialized in purpose. https://youtu.be/CMX87ksVUqo
Dynamics 365 for Marketing | Settings | Episode -02 | Form Matching Strategies by Srinath Pega
The Form matching page of the Settings, matching strategies to define how form submissions are matched to existing contacts or leads. The strategies are necessary when deciding to update an existing record or create a new one. A simple contact-matching strategy, for example, might be based on an email address alone. When a submission is received, Dynamics … Continue reading Dynamics 365 for Marketing | Settings | Episode -02 | Form Matching Strategies by Srinath Pega
Dynamics 365 for Marketing | Episode -01 | D365 Trial Set-Up by Srinath Pega
Marketing offers a free 30-day trial. After a quick sign-up, you'll have access to many of the app's key features. The trial allows you to test the app with sample data and even try out your own customer data. To sign up for the trial: Go to the trial overview page and select the Try for free button.To sign … Continue reading Dynamics 365 for Marketing | Episode -01 | D365 Trial Set-Up by Srinath Pega
Power Apps Add into Excel for Creating and Updating records in Dynamics 365 CRM by Srinath Pega
The Microsoft PowerApps Office Add-in enables data connections to Microsoft PowerApps systems In Excel, the Microsoft PowerApps Office Add-in allows users to read, analyze, and edit data from Microsoft PowerApps (Common Data Model) and publish data changes back to Microsoft PowerApps OData services. Any errors encountered on publish are indicated to the user via row-by-row … Continue reading Power Apps Add into Excel for Creating and Updating records in Dynamics 365 CRM by Srinath Pega
Create Project & Set-Up Repository for the Project In Azure DevOps By Srinath Pega
This article describes how to use Azure DevOps to create a project and establish a repository for source code. You can manage and structure each project to support your business needs. Each project you create provides boundaries to isolate data from other projects. https://youtu.be/HTGGmv6L05c
Microsoft Dynamics 365 Marketing Life Cycle by Srinath Pega
Microsoft Dynamics 365 Marketing Life Cycle by Srinath Pega https://youtu.be/CkI4sXbUwKM