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
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
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?
This week I have talked through a few lessons I've learned related to Power Virtual Agents. We started building a bot as virtual daughter for my parents and it has sentiment analysis, approval flows and so much more. Today I am going to show you the final piece - seeing what is happening in the … Continue reading Quarantine Chat Bot: How Did it Go?
I have been talking through how I created a chat bot that I built using Power Virtual Agents to talk to my quarantined parents. We have already looked at how to get started and how to use sentiment analysis to customize responses. Today we are going to set up an appointment! Before getting the scheduling … Continue reading Quarantine Chat Bot: Set up an Appointment
Yesterday, I started talking about how I built a chat bot to talk to my parents during this quarantine. We got started by setting up the environment, provisioning the bot, editing the greeting messages, and adding our first question. Now, we are going to add a few more brains into the operation! I wanted the … Continue reading Quarantine Chat Bot: Sentiment Analysis
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!
It's time for you to start presenting at conferences! You have something to share! Remember a year ago, you didn't know what you know now - so there is someone else who still doesn't know those things! As I mentioned in Do You Want to Speak at User Group Summit?, I am involved with a … Continue reading Present at User Group Summit!
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
Speaking with Patrick Wright at User Group Summit 2019 in Orlando Have you ever wanted to speak at User Group Summit but not known where to get started? Well I have the webinars for you! For User Group Summit 2020 in Nashville we are starting an End User Speaker Cultivation program. This idea came from … Continue reading Do you Want to Speak at User Group Summit?