Tips, tricks and ideas for non developer geeks
There are currently 489 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).
So many good blog posts come about from questions asked by others in the community. Add in some collaboration, and the creative and inquisitive minds of others, and you’ve got yourself a nice work around to fix a slight annoyance. Al Eardley tagged me on Twitter with the following question. How can we prevent line … Continue reading Retaining Line Breaks In Multi-Line Text Fields From Forms Pro
It’s 2020 and no doubt you feel like you’ve never been away from work, straight back into it! Hopefully, you had some time off at the end of the year, and maybe even took some of it to think about your plans and goals for the coming 12 months. For me, one of the things … Continue reading Four Ways To Learn Forms Pro
Although my website and the articles I write are primarily about Microsoft, once in a while I feel the need to write about other software or services that I’ve found and have crept in to my weekly routines. I’ve got six I want to share that have helped me become more productive and/or helped me … Continue reading 6 Tools For Productivity & Brand Building
If you are sending out survey invites to your customers, ideally they respond in a timely manner. You have ways in which you can do follow up reminders, but what if the response is time sensitive? If they purchased something, do you really want them to be able to provide feedback on an interaction three … Continue reading Set Amount & Day Limits On Survey Responses
January 26th 2019 brought us the first D365 Saturday Scotland event, held in Glasgow. Much like any other event I go to, I was looking forward to it, but nothing prepared me for just how fantastic it was. It was extremely well attended, with great speakers, and it had a buzz about it which created … Continue reading See You At Scottish Summit?
Recently I was working on a project that called for displaying invoices in a Dynamics 365 Portal. We can easily add the ability to show the Notes entity on the Invoice entity, allowing a user to add a PDF of the invoice which could then be displayed on the portal. However, I wanted something that … Continue reading Generating Invoices To Display In Power Apps Portal
I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar covering the latest updates for the previous month. Find out what’s new, and how to … Continue reading December Forms Pro Webinar New Updates
Here we have the final article in a three part series of how to create a Forms Library using Microsoft Flow, Dynamics Portals and Forms Pro. Part One showed all of the D365CE and Portal configuration needed, then Part Two showed how to create a Flow to actually generate Account specific surveys which would then … Continue reading Creating A Forms Library – Flow Two
Following on from the first part of Creating A Forms Library, let’s now look at creating a Microsoft Flow to generate the Form Requests for an Account and have them displayed in your Dynamics Portal. The first thing we need is a trigger of some kind. To keep things simple I have a Yes/No field … Continue reading Creating A Forms Library – Flow One
If you have been reading my blog for a while you will know there are several things I love to write about (and no, not Emojis 😉 ) – that’s Forms Pro and Portals. So I think it is about time I combine the two and walk through how I created a Forms Library for … Continue reading Creating A Forms Library – Portal Configuration
