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).
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
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
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
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
I am all about using things in the Power Platform that make my life easier and allow me to do things faster. I also check every so often to look through the list of connectors for Power Automate to see if there is anything new, or anything that I think might be useful that I … Continue reading Calculate Working Day Connector In Power Automate
