Users can manage their Sales Sequence activities using the Sales accelerator
work list which is great. However, what if they just want a list of all the
Leads or Contacts (or other entity) that are currently in an active Sales
Sequence, and what s...
If you offer multiple email topics or purposes, there’s bound to be some
overlap. But promoting Purpose B to someone already subscribed to Purpose B? Not
a great look. In this post, we’ll explore how to convert non-subscribers without
awkwardly pi...
Back in 2022 I wrote a post on how to manage accounts and contacts using Power
Automate. Each time a new Contact is created the flow would use the email
address to check and see if a related Account record already existed in
Dataverse (D365) and l...
This post has come out of my own frustration that I forget to change the end
year and update copyright information at the bottom of emails. Typically a
company will have the copyright symbol, their founding or ‘start year’ along
with the current y...
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,...
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