Tips, tricks and ideas for non developer geeks
There are currently 592 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).
One of the things I love about custom pages is being able to put together a Patch statement to create or update records directly back in Dataverse (D365). The more that can be done via the Patch the better. No need for extra flows or processes to run if we don’t need them to. However, … Continue reading Start A Power Automate Flow From Your Custom Page
Simple right? I just want to invite people to my next event. You can already if you create a segment, then send them an email with the event info, but how do we know that the person I invited is also the person that registered? How can we tie that all together? This post gives … Continue reading Create An Event Invitation Process In Customer Insights Journeys
I hate it when I a tool I use weekly (or even daily) is retired or removed. I’ve used Collections, a tool from Microsoft, for well over 5 years and they’ve helped me manage links to websites and notes without needing to add them as favourites. Often you just want to keep a log of … Continue reading Microsoft Collections Alternative Using Raindrop.io
I’ve written about how you can add a custom page to a table/entity in a model-driven app with a script for a specific custom page. However, as you start to see the power and flexibility of custom pages, you will likely add more. Creating a script for each custom page is a pain and not … Continue reading Open Different Custom Pages In Model-driven Apps With A Reusable Script
Anyone using Model-driven Apps is pretty much guaranteed to use Accounts and Contacts. There is a relationship between the two tables out of the box. A contact can be linked to an Account via the Company field, and can also be set as the Primary Contact via a lookup field on an Account. If you … Continue reading Filter And Display Contacts Based On Account In Custom Page
I’ve written about creating an add to Google calendar link previously, but that was using Power Automate, and it was done to add a link to a meeting using Microsoft Bookings. So similar, but definitely not the same as doing it for your Session or Event Registrations in Realtime. This post is also similar to … Continue reading Create Add To Google Link For Session Or Event Registrations Without Using Power Automate
Sounds simple right? I want to create a segment to give me all Contacts (or Leads) that have had a failed form submission, or one with a warning. We have the ability to use the behavioural option, but if you add that it doesn’t give us a way to get through to the status of … Continue reading Find Contacts With Failed Form Submissions Via A Segment
Good question right, how can you access event registration custom questions and answers? Sometimes something that seems it should be so easy is not all that simple to find or understand. I must admit, even though I’ve used a few custom (or unmapped) fields on forms, I hadn’t started collecting any extra feedback for myself … Continue reading How Can I Easily Access Event Registration Custom Questions & Answers In Realtime?
I’ve written about adding Custom Pages to specific forms in a model driven app, using the command bar. This works great when your Custom Page is used to show or manage information for a specific record. But what if your Custom Page is global and shows all records or isn’t relate to an individual record? … Continue reading Adding Custom Pages To A Model Driven App Navigation
If you’ve been doing anything with Events and running them specifically for online webinars you might have struggled with the ICS file option, or even the Join in Teams link. It can be a pain, and the ability to import an ICS file is challenging and frankly not all that obvious to a lot of … Continue reading Create Add To Outlook Link For Session Or Event Registrations
