Tips, tricks and ideas for non developer geeks
There are currently 572 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 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
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
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
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
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
If you’ve worked with Power Apps for at least the past few years, you’ve probably heard the term Custom Page and wondered how it fits alongside Canvas Apps. Custom pages and Canvas apps both use the same drag-and-drop designer, Power Fx, and data connectors. So what’s the real difference? In short, Custom Pages bring the … Continue reading Custom Pages and Canvas Apps: What’s the Difference, Really?
Did you know there is a suppression list used for all of your Journeys sending emails in Customer Insights and that list is unique to your organisation? This is well documented by Microsoft as to when and why an email address you’ve sent an email to can be added to the suppression list, but how … Continue reading Understanding Suppression List Rules And Managing Them In Customer Insights Journeys
I’ve written previous posts about internal email notifications for marketing form submissions, and how to gather information if it’s related to an Event Registration. This post expands on that and explains how you can also provide information on which sessions the person registered for. By default, each session registered for gets a field submission including … Continue reading Add List Of Session Registrations To Internal Notification Email In Customer Insights
Sometimes new things just pop up in Dynamics 365 and specifically in Customer Insights – Journeys. This one is such a little thing but makes for a better user experience and perhaps less confusing for people how to then use it in emails. That is, the control for adding an and then use event images … Continue reading Easily Add And Use Event Images In Customer Insights – Journeys
I was recently asked how we can give customers the ability to update their email via a form. I advised against it. If you are using Customer Insights – Journeys, you know that a Contact Point Consent record exists for an email address showing if it is Opted In or Opted Out of a Purpose … Continue reading Step-by-Step: Build an Update Profile Form in Customer Insights Journeys
