There are currently 576 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).


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Adding Multiple Screens To A Custom Page To Provide Confirmation Of New Record Creation

One of the main differences with Canvas Apps and Custom Pages is that most times a Custom Page has just one screen. I say most times, because there are times where an extra screen is valuable and CAN be enabled. Consider someone using a custom page in Dynamics 365 to create a new record. You … Continue reading Adding Multiple Screens To A Custom Page To Provide Confirmation Of New Record Creation

Create Reusable Content Cards in Customer Insights Using Content Blocks

Who likes things to make your life easier? Who hates doing the same thing over and over again? Well, me, on both counts. Each week I put together the D365 Marketing Weekly newsletter and the email that goes along with it. Each article has a title, author, description, image and a button with a link. … Continue reading Create Reusable Content Cards in Customer Insights Using Content Blocks

Show Loading Screen In Your Custom Page While Your Collection Is Created

If you have been creating Custom Pages, hopefully you are used to creating collections by now. A collection is a temporary table you build and use inside your the custom page to store and change data on the fly. It’s perfect for holding records you gather, reshape, or filter without constantly hitting Dataverse or another … Continue reading Show Loading Screen In Your Custom Page While Your Collection Is Created

Set A Business Process Flow Stage With Custom Page

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

Setting Up reCAPTCHA v2 For Your Realtime Marketing Forms

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

Make Dataverse Work Smarter: Examples of Power Fx Formula Fields

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

Build a Modern Delete Confirmation Popup in Your Custom Page

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

Advanced Journey Logic: Evaluating Specific Form Fields in Customer Insights

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