Tips, tricks and ideas for non developer geeks
There are currently 567 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).
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?
If you are used to customisation in Model-driven Apps you will know that out of the box you can add a lookup field then filter a second one based on a selection made from the first. Call it a cascading, dependent or hierarchy connection between the two. This is something pretty common that you might … Continue reading Creating Dynamic Cascading Dropdowns with Related Entities in a Custom Page
If you use Sales Sequences AND Customer Insights – Journeys you may have noticed another post from me about how to add someone to a Sales Sequence when someone is going through a Journey. That could be a massive help! But what about needing to take someone and disconnect from Sales Sequences? Maybe you have … Continue reading Disconnect From Sales Sequence Via Customer Insights Trigger
In a previous post on Custom Pages, I showed how you can add a button to the command bar (ribbon) on one of your model-driven apps. What if you want to include it in all apps that have the specified table (entity type) included in it? Is it possible? Well the quick answer is yes, … Continue reading Use The Command Bar To Add A Custom Page To A Table
We would love to think that subscribers want to read ALL of our content we send them right? Reality is, sometimes we have more content than they want on a weekly basis, so what about offering the option to subscribe to get a summary of our content on and send monthly updates instead? For this … Continue reading How to Send Monthly Updates Using Dynamic Lists in Customer Insights Journeys
When first starting out with your Custom Pages and wanting to display data, it’s tempting to pick the Label option. It’s right there in the Popular section when you go to insert, and it likely does what you need. But what about other options like creating a hyperlink, or changing the colour of things, making … Continue reading Tips & Tricks Using The HTML Text Control In Your Custom Pages
The idea for this post came from a question I saw on the community forums asking if it was possible to provide a way for users to pick from a list of new articles from a website so they could drag and drop new content while creating a new email. The only real way to … Continue reading Create Article Content Blocks From An RSS Feed In Customer Insights Journeys
