All of the posts in this series about Sales Accelerator and Sales Sequences have
focused on the Sales Hub app so far. That’s great if that’s what you are using,
but what about organisations with custom forms or a custom model-driven app?
Don’t wor...
If you send emails to Leads or Contacts with a Gmail or Yahoo account, I really
hope you are aware of one-click unsubscribe. This was implemented in 2024 and
made a requirement by Google that all commercial and promotional emails include
the abili...
As you start to use the Sales Sequence functionality in the D365 Sales
Accelerator, you might find you have a lot of information that really use a
quick and easy way to sort and categorise things. This is where tags can come in
to help you filter ...
One of the things I like about the Realtime marketing forms is that all of the
submissions are stored automatically, no need to turn them on or off. This means
we can review if there are any failures along with the successful submissions.
However,...
Once you really start to use the Sales Accelerator functionality in Dynamics 365
and your users have work items (activities) they need to work through, there
might be a LOT for them to review. As an Administrator, one way you can make
things a lit...
While scrolling through Instagram recently, I saw an ad for a newsletter for cat
knowledge and tips. As the owner of two kittens, I thought why not! It was good
ad placement and I also wanted to see how their ‘subscribe’ option worked. I
clicked t...
The release notes for Dynamics 365 Wave 2 2025 have been published. My good
friend Amey Holden and I got together to chat about each proposed change or new
feature from the Customer Insights – Journeys section (formerly D365 Marketing).
We talk th...
Don’t use the Dynamics 365 Sales Accelerator functionality WITHOUT setting up
your assignment rules for Leads and Opportunities. Right? A bit silly not to
take full advantage of the functionality. First make sure you’ve gone through
all of the wor...
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