Tips, tricks and ideas for non developer geeks
There are currently 556 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).
Hopefully by now you’ve added a Custom page to one of your Model-driven Apps (MDA). Once you’ve done this, it is so satisfying, and a great way to extend functionality for your users. When you add the button it’s important to make sure it opens and that can be what you focus on the most, … Continue reading Show Or Hide Custom Pages Using Power Fx Formulas In Your Model-driven Apps
I noticed a post on LinkedIn from Bülent Altinsoy recently where he pointed out that Microsoft has released a new Theme Designer for Model-Driven Apps. It’s a solution you can download and import which adds a model-driven app of its own which allows you to set a new theme a bit easier. I’d added a … Continue reading Custom Themes Per App, Not Just Per Environment In Dataverse
Triggering HTTP flows from a Dataverse button shouldn’t require hardcoded URLs, messy JavaScript, or digging through the old ribbon editor. You might have used them in the past where we had no choice but to hard code them on a button, and then later on by using Scott Durow‘s wonderful Smart Buttons and passing the … Continue reading Trigger HTTP Flows From Dataverse Using Environment Variables And The Modern Command Bar
This is one of those things that is so simple and basic BUT if overlooked it can create a lot of mess, frustration and confusion. Depending on what your custom page is designed to do, you likely have a submit button on it. If your button is then using a Patch statement to update existing … Continue reading Prevent Users Making Multiple Submissions From Custom Pages
I wrote about this back in 2019 back when Dataverse was the Common Data Service, and Customer Voice was Forms Pro, AND before Realtime Marketing and Customer Insights Journeys. So time for a bit of a revamp! This post will look at how you can calculate your organisations overall Net Promoter Score in Dataverse. It … Continue reading Calculating Your Overall Net Promoter Score In Dataverse
If you have started creating a custom page, the end goal adding a custom page to a form ribbon in a Model-driven App (Dynamics 365 Customer Engagement, CRM, Dataverse or whatever you want to call it). That is where your users will find it and interact with it. How do you do that? Well there … Continue reading Adding A Custom Page To A Form Ribbon In A Model-driven App
This post has come out of a need I’ve had myself when sending out the D365 Marketing Weekly newsletter to subscribers. Someone fills out the form to opt in and the first name and last name a required (always the best option for your forms!) so I know the data is in there. What I … Continue reading Use Capitalisation To Format Recipient Names Correctly In Customer Insights Journeys
Let’s start off slow with this one and build a basic dialog custom page for updating an individual record in Dataverse (Dynamics 365). For those of us who remember when D365 was still CRM (always close to my heart!), you’ll recall the old dialog boxes, those handy pop-ups users could interact with. Custom pages let … Continue reading Create A Basic Dialog Custom Page To Update One Record
This post came out of a suggestion from Amey Holden, my good friend and fellow Microsoft MVP who focuses on and works a ton with Customer Insights – Journeys. We do monthly webinars to discuss new features and functionality in the product and use a CI-J event registration form for sign ups. Amey politely suggested … Continue reading Display Local Time Zone On Event Registration Form When Different To Event Time Zone
If you’ve worked with Power Apps for at least the past few years, you’ve probably heard the term Custom Page and wondered how it fits alongside Canvas Apps. Custom pages and Canvas apps both use the same drag-and-drop designer, Power Fx, and data connectors. So what’s the real difference? In short, Custom Pages bring the … Continue reading Custom Pages and Canvas Apps: What’s the Difference, Really?
