Add Data Source to Customer Insights

Hero Insights: Adding Data Sources to Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Previously in our adventure, we set up our data to be in Dynamics 365 / CDS and we have a … Continue reading Hero Insights: Adding Data Sources to Customer Insights

Customer Insights Demo Environment

Hero Insights: Setting up Customer Insights Trial

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Today is going to be a very screenshot-heavy post as we walk through the steps to set up your Customer … Continue reading Hero Insights: Setting up Customer Insights Trial

Search Twitter based on Contact Details

Hero Insights: Using Power Automate to Set Contact Images

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Disclaimer Previously, we added data on the Common Data Service. Today, we're using Power Automate for something exciting! I think … Continue reading Hero Insights: Using Power Automate to Set Contact Images

Reviewing our imported Heroes

Hero Insights: Adding Data in the Common Data Service

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using comic superheroes! You can check out the full series on the Hero Insights page. Enjoy! Prerequisites Before we get to the exciting meat of Customer Insights, we need to do some environment and data … Continue reading Hero Insights: Adding Data in the Common Data Service

Captain America Winter Solider

Hero Insights: Introduction

As you may know, I like to find random use cases and then create a series of blogs to learn new technologies (such as #PowerPizza to learn Power Apps). I have been wanting to learn about Microsoft's Customer Insights and trying to think of good data sets to test this functionality on. I discovered there … Continue reading Hero Insights: Introduction

Comparison of Text, Text Area, and Multiple Lines of Text Fields

What is a Text Area Field?

Since I come from a Microsoft CRM / Dynamics 365 background I am still learning about the Maker Portal. So the other day, when my team mentioned the text area field I was curious what this was and how it was different from Multiple lines of Text. So, let's do a quick comparison of the … Continue reading What is a Text Area Field?

Power Virtual Agent Greeting

Quarantine Chat Bot: Let’s Build a Virtual Agent!

In these odd days of quarantine, I have spent a lot of time talking to my parents to convince them to stay home or just finding ways to keep them entertained. My mom loves this quarantine life and never has a need to leave but my dad is a bit of a different story. So, … Continue reading Quarantine Chat Bot: Let’s Build a Virtual Agent!

CRMUGDC February 2020 Meeting

Exciting Plans for CRMUGDC in 2020

Great group for the CRMUGDC February 2020 Meeting The Washington, DC has been working on many exciting plans for 2020! We know these are very weird times but that is all the more reason to look for ways to connect and learn. First, keep in mind that you have 3 amazing chapters to check out: … Continue reading Exciting Plans for CRMUGDC in 2020

Microsoft Ignite the Tour DC

Microsoft Ignite the Tour DC 2020

I will be speaking and sharing my love for the DC User Group communities at Microsoft Ignite the Tour DC! Hey Microsoft Ignite the Tour DC Attendees! I wanted to share some information for you on where to find me over the next few days and some resources for after the sessions! Data and the … Continue reading Microsoft Ignite the Tour DC 2020

Q3 2019 CRMUG DMV Regional Chapter Meeting

Q1 2020 DMV Events

Q3 2019 CRMUG DMV Regional Chapter Meeting in Chevy Chase, MD This is a great time to be in the DMV (DC / Maryland / Virginia area) because we have so many amazing events coming up! Save the date and get registered today! Road Trip to Philly In January, you should drive up to Philadelphia … Continue reading Q1 2020 DMV Events