There are currently 557 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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Make Fields Required In Your Custom Pages To Prevent Missing Data

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

What Happens When You Delete Segment Execution Records

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

Show Or Hide Custom Pages Using Power Fx Formulas In Your Model-driven Apps

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

Custom Themes Per App, Not Just Per Environment In Dataverse

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

Prevent Users Making Multiple Submissions From Custom Pages

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

Calculating Your Overall Net Promoter Score In Dataverse

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

Adding A Custom Page To A Form Ribbon In A Model-driven App

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

Use Capitalisation To Format Recipient Names Correctly In Customer Insights Journeys

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

Create A Basic Dialog Custom Page To Update One Record

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

Display Local Time Zone On Event Registration Form When Different To Event Time Zone

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