The release notes for Dynamics 365 Wave 1 2025 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft … Continue reading Wave 1 2025 Customer Insights Journey Chat With Amey Holden

If you start to think about using either the Marketing Website Visited trigger or the Marketing Website Clicked trigger, you would be confused for scratching your head wondering what all of the attributes are. How do you know which to use in your trigger conditions and what the returned values might be? Fear not, I’ve … Continue reading Marketing Website Visited Trigger Glossary in Customer Insights Journeys

I love finding out simple things in Dynamics 365, things that you never had any need for but once you find out how easy it is, you question how you didn’t know it before. I found one of those things recently when working on a proof of concept for a client where we needed a … Continue reading Using & Converting Time Zone Fields in Dynamics 365

Did you know about the hidden features in a model-driven app? Well maybe not hidden, but perhaps overlooked when you are creating a new app, or reviewing existing ones. There are a whole host of different settings available to turn on and off to create slightly different experiences depending on what app someone is using. … Continue reading Hidden Features In Model-driven Apps

You might have already noticed this, but there is a new ‘experience’ when accessing the Advanced Settings for a Dataverse/D365 environment. As someone who accesses quite a few environments, I had seen it in some but not others and was curious why. This quick post shows how you can (currently) switch between the two. Note … Continue reading Switching Between The Advanced Settings Experience

My good friend Jeroen Scheper wrote about the new column security profile experience that has been introduced with Wave 2 for Dynamics 365. When reviewing that, I noticed the new secured masking rules that could be added to your solution so I wanted to dig further in to how it all works. It took a … Continue reading Secured Masking Rules In Dataverse (Dynamics 365)

The release notes for Dynamics 365 Wave 2 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft … Continue reading Wave 2 2024 Customer Insights Journey Chat With Amey Holden

I’m working on a project that has a requirement to move a file from a file column (field) on one table (entity) to a file column of the same name on a different table. There is no way to map these fields using the standard Dataverse mapping functionality, and using Power Automate presented challenges and … Continue reading Moving Documents From One File Column To Another Using Power Automate

If you’ve only read my content for the past few years, you might be forgiven for thinking that the ‘only thing’ I work on is Marketing (Customer Insights – Journeys). I started my CRM/D365 life working on Sales and Customer Service, love to work on Portals projects, use Power Automate and many other Microsoft products … Continue reading Using The Pipeline View To Manage Your Opportunities

I’ve written about using the out of the box Marketing Event Registration Created trigger to create emails that can be used in one Journey and still make sure the information in those emails is unique and related to the Event that was registered for. This is a cool feature and great way to just set … Continue reading Send Unique Event Registration Response With QR Code Using No Code