From the Microsoft Dynamics 365 CE/CRM blogs: Branch journeys in Customer Insights; Form fill assist; Pipeline intelligence; SharePoint integration
In this week's Microsoft Dynamics 365 CE/CRM blogs:
- Use custom event registration questions to branch your journeys in Customer Insights
- Stop typing what you already have with form fill assist
- Pipeline intelligence from marketing activities
- How to set up a Dynamics 365 integration with SharePoint
Use custom event registration questions to branch your journeys in Customer Insights
Writing on her blog, Megan Walker stated that a client recently asked how to tell whether someone answered Yes or No to a custom question on an event registration form.
Walker wrote that custom registration questions can seem confusing because it's not always obvious where the answers are stored. Walker noted that in an earlier post, she explained how these questions are created, where the responses are saved, and how to view them.
But can you also use those answers in a customer journey? She stated that the answer is yes and in her blog post, she walked through how to do it by offering an example.
Dynamics 365 CE tip of the month: Stop typing what you already have with form fill assist
On the Rand Group blog, Chase Pedersen wrote that sales teams spend a surprising amount of time entering contact information into their CRM.
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