Tips, tricks and ideas for non developer geeks
There are currently 565 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).
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
I think creating a Custom page is pretty easy. Once you have the basics you can create the bare bones pretty quickly including some functionality with a Patch statement to update your records. It’s the fine tuning and making sure the custom page works all the time and doesn’t allow users to submit multiple times, … Continue reading Make Fields Required In Your Custom Pages To Prevent Missing Data
First off, this post is not about saying you SHOULD delete records, but more about information for you as a user of Customer Insights – Journeys, or your environment administrator so you can understand what the records in the msdymkt_segmentexecution table are for. Also what happens if you DID delete them. I stumbled down this … Continue reading What Happens When You Delete Segment Execution Records
