Tips, tricks and ideas for non developer geeks
There are currently 586 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).
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
This one seems really straight forward right? If you have been working with Custom Pages and Patching back to records, you know you can use the Blank() function to set something as null or empty. A recent requirement for a client where a lookup field on a record needed to be cleared out when a … Continue reading How To Clear LookUp Fields Using A Custom Page
It was a little ‘feature’ introduced in the February 2026 release for Customer Insights – Journeys, and one that has probably gone by un-noticed by many users, but is slowly starting to pop up as a surprise to people. If you don’t use a segment for 30 days, it will be made expired. You haven’t … Continue reading HELP! My Segments Have Expired In Customer Insights – Journeys
As you start adding custom pages to your model-driven apps in Dataverse (D365), it’s good to provide as much information and assistance to your users to give additional help where needed. A lot of times a tooltip can be used where extra text gets displayed when a user hovers their mouse over a control. Although … Continue reading Add Information Buttons To Provide Additional Details For Custom Page Users
The release notes for Dynamics 365 Wave 1 2026 have been published. My good friend Amey Holden and I got together to chat about each proposed new feature from the Customer Insights – Journeys section. You can find Amey in the following places: 🟣 LinkedIn: https://www.linkedin.com/in/amey-holden 🟣Wave 1 2025 Customer Insights Journey Chat With Amey … Continue reading Wave 1 2026 Customer Insights Journey Chat With Amey Holden
Using Galleries in your custom page is a quick and easy way to show a list of records to a user. If the user wants to open one of the records to view more information (and maybe even edit that record), it’s a good idea to give them a way to do that directly from … Continue reading Open D365 Records From Your Custom Page Using Environment Variables
Activities are a pretty common way to understand and manage records in Dataverse/D365. Users can add tasks, appointments, phone calls, and custom activities via the timeline on a record. Account Managers and Business Development Managers can review timelines to see what has been happening with that record before calling them, and Customer Service Reps can … Continue reading Add Activities To A Record Timeline Using Custom Pages
