Tips, tricks and ideas for non developer geeks
There are currently 572 articles on my site. You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, and D365 Marketing (Customer Insights - Journeys).
If you have used Dynamics 365 for any length of time, you probably know what a Business Process Flow or BPF is. A Business Process Flow in Dynamics 365 gives users a clear, step by step path to follow so records are handled consistently. It keeps teams aligned by showing exactly where something is in … Continue reading Set A Business Process Flow Stage With Custom Page
The February 2026 release of Customer Insights – Journeys has rolled around and with it has come the news that the historical HIP (Human Interactive Proof) captcha on marketing forms is being deprecated. The advice from Microsoft, starting February 2026, use reCAPTCHA instead of HIP captcha for all new forms. Then before June 30, 2026, … Continue reading Setting Up reCAPTCHA v2 For Your Realtime Marketing Forms
This post is pretty short and sweet. How can you assign a record to a user or to a team from your custom page? Assigning records from a custom page doesn’t have to be complicated. Whether you want to hand something over to a specific user or assign it to a team, using a custom … Continue reading Assign Records To A User Or A Team From Your Custom Page
If you’ve been around for some time in the CRM/D365/CDS/Oakdale/Dataverse world, you will at some point have created a Calculated field. The ability to do sums, division, multiplication, setting values based on other fields is nothing new. A replacement for these calculated fields is to create them using the formula option. Formula columns have been … Continue reading Make Dataverse Work Smarter: Examples of Power Fx Formula Fields
It’s pretty easy to add an expression in your custom pages to allow someone to delete a record. Sure, they still need to have a Dataverse security role that gives them delete permissions for that to work, but we shouldn’t make it so easy that someone could make a mistake without some kind of confirmation. … Continue reading Build a Modern Delete Confirmation Popup in Your Custom Page
If you use Customer Insights – Journeys, and are using Realtime marketing forms on your website, there is a strong possibility you also have journeys running when a form is submitted. This is easy, and even better that we have a marketing form submitted trigger out of the box that can be used. Have you … Continue reading Advanced Journey Logic: Evaluating Specific Form Fields in Customer Insights
Do you have a need for users to easily create records to link to another record? Then view them immediately afterwards? In this post we have a custom page where we can add a list of current software that is being used by a Lead and their organisation. This gives a user the ability to … Continue reading Create and View Related Records from a Custom Page
There have been a few blog posts out over the past few months that focus on how to use the latest functionality related to providing a hierarchy overview to your users. We’ve had hierarchy logic for a long time in D365, but this approach is really cool because it can be created for not only … Continue reading Create Hierarchy Overview Of Compliance Setup In Customer Insights – Journeys
Themes have been around in Dataverse/D365/CRM for years and years. In fact, I wrote about how to create them back in 2017 when I first started this blog! There has since been an additional way to modify the app headers (although I am not a fan because it is limited and there is no way … Continue reading Use The Dynamics Environment Default Theme In Your Custom Pages
I recently had a question via my blog that asked about the View In Browser link you can add to your emails in Customer Insights – Journeys. Specifically, when someone clicks that from the email and they are in fact ‘viewing in browser’, can it be hidden? Otherwise it is a bit circular, view in … Continue reading Can You Hide The View In Browser Link When Viewing In Browser?
