Author: Pavel Koval

Programmatically accessing data from Dynamics Marketing Insights

insightsRecently I got a question from one of the customers on how to extract data from Dynamics Marketing Insights as there is no export functionality so far. They just wanted to extract data as CSV or Excel and send this data to some other people for analysis. In this article, we will go through some undocumented Dynamics Marketing APIs, which can help you with this task.

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Channel Integration Framework and Twilio Voice calls.

cif

You probably heard that Microsoft recently released a new framework for building multi-channel integrations with third-party vendors called Channel Integration Framework. By using this framework, you can embed an external web page or service directly into Dynamics CE and implement voice calls as an example. In this article, I would like to give you an overview of how to build Twilio Voice calls app and embed it using CIF into CRM. I will mostly focus on implementing Twilio infrastructure as CIF itself very well documented.

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Export Segment members from Dynamics Marketing

DatabaseDesign_Infographic-1All my customers are usually asking how to export members of the segments to excel or CSV. This feature is also requested by people at experience.dynamics.com, and so far is planned for April 2020. You can read more here: Ability to export Segment members to Excel. In this article, I would like to show you how you can build a fetchxml which will export members data from the segment.

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How to connect and use the Microsoft Graph API?

microsoft_graphIn this article, I would like to give you some examples of how to connect and use the Microsoft Graph API. My task was to extract contacts from the Global Address List, and unfortunately, this particular method is still not implemented, and only accessible in beta mode. We will go through a technique which will help you to use Microsoft Graph API beta from the stable SDK library and extract the information you might need. Continue reading “How to connect and use the Microsoft Graph API?”

Track contact progress in the customer journey

customerjourneyI would like to continue my set of articles about Dynamics Marketing, and today I want to tell you how you can track in which part of customer journey your contact is. I have several customers who asked about this feature, and we’ve found a quite simple and supported way to implement this functionality. In case you have similar requirements please use below solution to achieve it.

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Quick Send feature in Dynamics Marketing

marketingAs my team recently did a successful implementation of Dynamics Marketing, I want to share with you some tips and tricks on this topic. This time we will be talking about how to send an e-mail from dynamics marketing immediately and without the customer journey. This feature highly requested by our customer, and even more, there should be the possibility to use workflows for this. Currently, Microsoft has planned this feature for October release, and you can check the status of this request here: Email marketing features. Our customer doesn’t want to wait, and it was not possible to finalize the project without this feature so that we’ve implemented it and you can learn how. Continue reading “Quick Send feature in Dynamics Marketing”

Creating charts using PowerApps component framework

 

open-events-work-areaPowerApps component framework is the modern way how developers can create their custom controls and embed them into model-driven apps. This is a significant step towards empowering 3rd party developers to build compelling visual components in PowerApps and Dynamics 365 using the same framework which the Microsoft team uses. Our customers are often asking about some data visualization directly on the forms, so in this article, I would like to show you how using third-party typescript libraries you can build you simple visualization and embed it into your Dynamics CE implementation. We will create a simple custom control which will be using data in json format from the text field to create a pie. As a requirement, you need to know how to develop apps using TypeScript.

In case you just wanna download the source code, please use the link below: https://github.com/LrdSpr/PieChartControl
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