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Assign Records To A User Or A Team From Your Custom Page
This post is pretty short and sweet. How can you assign a record to a user or to a team from your custom page?…
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Make Dataverse Work Smarter: Examples of Power Fx Formula Fields
If you’ve been around for some time in the CRM/D365/CDS/Oakdale/Dataverse world, you will at some point have created a Calculated field. The ability to…
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Build a Modern Delete Confirmation Popup in Your Custom Page
It’s pretty easy to add an expression in your custom pages to allow someone to delete a record. Sure, they still need to have…
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Advanced Journey Logic: Evaluating Specific Form Fields in Customer Insights
If you use Customer Insights – Journeys, and are using Realtime marketing forms on your website, there is a strong possibility you also have…
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Create and View Related Records from a Custom Page
Do you have a need for users to easily create records to link to another record? Then view them immediately afterwards? In this post…
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Create Hierarchy Overview Of Compliance Setup In Customer Insights – Journeys
There have been a few blog posts out over the past few months that focus on how to use the latest functionality related to…
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Use The Dynamics Environment Default Theme In Your Custom Pages
Themes have been around in Dataverse/D365/CRM for years and years. In fact, I wrote about how to create them back in 2017 when I…
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Can You Hide The View In Browser Link When Viewing In Browser?
I recently had a question via my blog that asked about the View In Browser link you can add to your emails in Customer…
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Creating Dynamic Cascading Dropdowns with Related Entities in a Custom Page
If you are used to customisation in Model-driven Apps you will know that out of the box you can add a lookup field then…
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Marketing Journeys – Real-time Chats – January 2026
You’ll have the chance to join virtually, post your comments & questions, and be part of the conversation as they dive into new monthly…
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Disconnect From Sales Sequence Via Customer Insights Trigger
If you use Sales Sequences AND Customer Insights – Journeys you may have noticed another post from me about how to add someone to…
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Use The Command Bar To Add A Custom Page To A Table
In a previous post on Custom Pages, I showed how you can add a button to the command bar (ribbon) on one of your…
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