If you are a Customer Insights – Journeys user, this is not to be confused with
Lead Scoring, but it could be something used in addition or to compliment the
Lead Scoring. Or, just use it on its own as part of the premium Sales Insights
features. ...
A lot of blogs I write are born from my own frustration or desire to automate
something. For this one, I had often wished we had the ability to use an RSS
feed to send out emails to Leads or Contacts in D365 using Customer Insights –
Journeys. Out...
There was a recent announcement from Microsoft that starting in August 2025,
Power Automate flows with HTTP triggers or Teams Webhook triggers that have
logic.azure.com in the URL will move to a new URL. The documentation helpfully
explained that ...
Have you seen the latest Default registration form with Sessions? It’s great
that people can pick and choose which sessions to register for, giving them the
freedom to pick and choose where to spend their time at your event. However, the
way your ...
If you’ve been using sequences, one of the things that is going to be useful is
the sequence reporting, an out of the box Power BI report that is embedded in to
the Sales Hub app. It will show things like the Lead conversion rate, sequence
success...
If you have used the Event Management functionality in Customer Insights –
Journeys, you may have also set up sessions. Sessions can also be linked to
Speakers, creating Speaker Engagement records showing which Speaker is
presenting on which Sessi...
The Sales Accelerator and Sales Sequence items are in the Sales Hub model-driven
app by default. This is great if that is the app your sales managers and
director are using, but what if you have a custom app? What a pain to have to
switch back and...
When creating your marketing forms in Customer Insights – Journeys, you have
choices in terms of the types of fields you can add. You’ve got lookup fields
you can add, choice fields you can display as drop downs, yes/no fields you can
show as radi...
Like
(0)
1,810