The blog
Articles about CRM, marketing technology, customer experience and the platforms that connect them.
Search the archive or narrow it down by category and topic.
615 articles found
Stay in the loop. Subscribe to get new articles on the topics you choose.

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…

You’ll have the chance to join virtually, post your comments & questions, and be part of the conversation as they dive into new monthly…

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…

This one seems really straight forward right? If you have been working with Custom Pages and Patching back to records, you know you can…

It was a little ‘feature’ introduced in the February 2026 release for Customer Insights – Journeys, and one that has probably gone by un-noticed…

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…

The release notes for Dynamics 365 Wave 1 2026 have been published. My good friend Amey Holden and I got together to chat about…

Using Galleries in your custom page is a quick and easy way to show a list of records to a user. If the user…

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…

One of the main differences with Canvas Apps and Custom Pages is that most times a Custom Page has just one screen. I say…

Who likes things to make your life easier? Who hates doing the same thing over and over again? Well, me, on both counts. Each…

If you have been creating Custom Pages, hopefully you are used to creating collections by now. A collection is a temporary table you build…