Tips, tricks and ideas for non developer geeks
There are currently 597 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).
In the series of posts on Custom Pages, I’ve shown how to add buttons to open a page from the command bar, including providing a script you can use over and over again to make life a bit easier. That works great to open a custom page on a single record, but what if you … Continue reading Open Custom Page For Multiple Selected Records In A View Or SubGrid
This could be a very unique error, but sharing just in case it comes up for anyone else. While setting up some new Power Pages sites, I started getting an error even though the site had previously loaded fine. It was a fun message of Exception Message The chunked cookie is incomplete. Only 0 of … Continue reading The chunked cookie is incomplete error on Power Pages site
If you’ve been around long enough and created Events when they were only considered Outbound Events, you may have used the Event Template option. The ability to create a ‘dummy’ event that someone else could come along and use to create a new Event from. So this means you can add defaults for users so … Continue reading Using Event Templates With Realtime In Customer Insights Journeys
I first started writing about portals on my blog back in January 2019. My first experience was with ADX Studio, and it nearly fried my brain. I had no idea what I was doing and it was completely outside my comfort zone. Since then, Microsoft has renamed, reworked, and evolved portals into what we now … Continue reading Adxstudio Portals → D365 Portals → Power Apps Portals → Power Pages
Have you ever spent any time looking at the out of the box event management dashboard? Yeah, me either and I don’t blame you. It looks ugly and is not very informative. Not sure there are plans from Microsoft to update it, but good news, we DO NOT need them to when this is old … Continue reading Create Your Own Event Overview Analytics Dashboard In Customer Insights Journeys
One of the things I love about custom pages is being able to put together a Patch statement to create or update records directly back in Dataverse (D365). The more that can be done via the Patch the better. No need for extra flows or processes to run if we don’t need them to. However, … Continue reading Start A Power Automate Flow From Your Custom Page
Simple right? I just want to invite people to my next event. You can already if you create a segment, then send them an email with the event info, but how do we know that the person I invited is also the person that registered? How can we tie that all together? This post gives … Continue reading Create An Event Invitation Process In Customer Insights Journeys
I hate it when I a tool I use weekly (or even daily) is retired or removed. I’ve used Collections, a tool from Microsoft, for well over 5 years and they’ve helped me manage links to websites and notes without needing to add them as favourites. Often you just want to keep a log of … Continue reading Microsoft Collections Alternative Using Raindrop.io
I’ve written about how you can add a custom page to a table/entity in a model-driven app with a script for a specific custom page. However, as you start to see the power and flexibility of custom pages, you will likely add more. Creating a script for each custom page is a pain and not … Continue reading Open Different Custom Pages In Model-driven Apps With A Reusable Script
Anyone using Model-driven Apps is pretty much guaranteed to use Accounts and Contacts. There is a relationship between the two tables out of the box. A contact can be linked to an Account via the Company field, and can also be set as the Primary Contact via a lookup field on an Account. If you … Continue reading Filter And Display Contacts Based On Account In Custom Page
