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Create A Weekly Subscriber Overview Notification Email – Customer Insights Journeys

Have you ever wanted just a simple weekly subscriber overview notification to know how many people are subscribed, with the number of new subscribers, how many unsubscribed and perhaps the number of new contacts/leads and maybe even information on...

Megan V. Walker 1,810 Most Valuable Professional
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LIVE! Marketing Journeys – Real-time Chat

🎙️ Amey Holden & Megan V. Walker have had their Real-time Chats in the past, but this time they’re going LIVE! 💬✨ You’ll have the chance to join virtually, post your comments & questions, and be part of the conversation as we dive into new month...

Megan V. Walker 1,810 Most Valuable Professional
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Defining Segments To Use With D365 Sales Sequences

A key part of the set up for using Sales Sequences as part of the Sales Accelerator functionality in Dynamics 365 is making sure your records can fall in to those sequences automatically. Doing this means your new processes and guidance for seller...

Megan V. Walker 1,810 Most Valuable Professional
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Customise The Work Item Appearance For Sales Accelerator

I’ve started writing about the Sales Accelerator that can be used in Dynamics 365 in the Sales Hub (can also add to other apps with some aspects). In the first post I walked through some of the main settings to get things up and running. In this p...

Megan V. Walker 1,810 Most Valuable Professional
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Improve Selling Power By Setting Up Sales Accelerator In Dynamics 365

Ever heard of the Sales Accelerator in Dynamics 365? It’s not new, but I think it’s a lesser known part of D365, and can often be confused with what you can or can’t do in Customer Insights – Journeys. It’s a truly powerful tool, but one that need...

Megan V. Walker 1,810 Most Valuable Professional
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Permanently Remove The Form Fill Toolbar From Customer Insights Journeys

This post focuses on the Marketing App (Customer Insights – Journeys) but is the same for any of the model-driven apps really. It’s a quick post and written out of my own annoyance of seeing it every time I go to test something or get ready to wri...

Megan V. Walker 1,810 Most Valuable Professional
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Making the Move from Outbound to Realtime Marketing – Q&A Sessions 9 & 10

Join us, Amey Holden and Megan V. Walker, for our final interactive webinar in the series where we will answer YOUR questions all about moving from Outbound Marketing to Real-Time Marketing in Customer Insights – Journeys! 💡 We all know the deadl...

Megan V. Walker 1,810 Most Valuable Professional
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Where Can You Find Analytics In Customer Insights Journeys?

You carefully craft your marketing campaigns, put together your amazing emails and set up your journeys in Customer Insights. Then off they go! Now to review some analytics. But where do you find them, and how can you know you are looking at the r...

Megan V. Walker 1,810 Most Valuable Professional