Welcome

Hi there, and thanks for stopping by. I’m a lifelong learner who enjoys breaking complex ideas down so they actually make sense. Too often I’ve hunted for answers only to find explanations that feel more confusing than helpful. My goal is to make my articles clear, practical, and accessible no matter your level of experience.

I offer Power Platform services across Dataverse, Power Automate, Power Apps, Power Pages, Customer Insights Journeys and a wide range of related tools. If you’re exploring a project or need support, get in touch and we can book an initial requirements call to see how I can help.

Check Out My Recent Blog Post

Add Activities To A Record Timeline Using Custom Pages

Category: Custom Pages

Activities are a pretty common way to understand and manage records in Dataverse/D365. Users can add tasks, appointments, phone calls, and custom activities via the timeline on a record. Account Managers and Business Development Managers can review timelines to see what has been happening with that record before calling them, and Customer Service Reps can … Continue reading Add Activities To A Record Timeline Using Custom Pages

Articles

I’ve been writing about Dynamics 365 since it was called CRM, and have changed and evolved as the Power Platform has adjusted and morphed into what we know it today. You can find 577 articles with content on D365 Customer Engagement, D365 Marketing Power Automate, Power Apps Portals, and a whole host of other topics!.

All Posts All Categories Dynamics Marketing D365 Customer Voice Tools & Tips Microsoft Clarity Portals WordPress Google Analytics