Tips, tricks and ideas for non developer geeks
When I first started my website back in 2017, everything I wrote was about Microsoft CRM, which became Dynamics 365 Customer Engagement, which is on the Common Data Service, which is tied the Power Platform. This category is kind of a fall back for most of the posts, so you’ll find all kinds of things in here!
I noticed a post on LinkedIn from Bülent Altinsoy recently where he pointed out that Microsoft has released a new Theme Designer for Model-Driven Apps. It’s a solution you can download and import which adds a model-driven app of its own which allows you to set a new theme a bit easier. I’d added a … Continue reading Custom Themes Per App, Not Just Per Environment In Dataverse
Triggering HTTP flows from a Dataverse button shouldn’t require hardcoded URLs, messy JavaScript, or digging through the old ribbon editor. You might have used them in the past where we had no choice but to hard code them on a button, and then later on by using Scott Durow‘s wonderful Smart Buttons and passing the … Continue reading Trigger HTTP Flows From Dataverse Using Environment Variables And The Modern Command Bar
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 are a Customer Insights – Journeys user, this is not to be confused with Lead Scoring, but it could be something used in addition or to compliment the Lead Scoring. Or, just use it on its own as part of the premium Sales Insights features. From Microsoft, Predictive lead scoring uses a predictive … Continue reading Using Predictive Models for Lead & Opportunity Scoring
There was a recent announcement from Microsoft that starting in August 2025, Power Automate flows with HTTP triggers or Teams Webhook triggers that have logic.azure.com in the URL will move to a new URL. The documentation helpfully explained that you would see the new URL in the HTTP URL field of the flow’s trigger when … Continue reading Easily Find Your Flows That Use HTTP Triggers
If you’ve been using sequences, one of the things that is going to be useful is the sequence reporting, an out of the box Power BI report that is embedded in to the Sales Hub app. It will show things like the Lead conversion rate, sequence success rate, and opportunity to win ratio. It can … Continue reading Enabling & Understanding Sales Sequence Reporting In Dynamics 365
The Sales Accelerator and Sales Sequence items are in the Sales Hub model-driven app by default. This is great if that is the app your sales managers and director are using, but what if you have a custom app? What a pain to have to switch back and forth between them. Fear not, we can … Continue reading Adding Sales Accelerator Items To A Model-driven App
Users can manage their Sales Sequence activities using the Sales accelerator work list which is great. However, what if they just want a list of all the Leads or Contacts (or other entity) that are currently in an active Sales Sequence, and what step of the sequence they are in? Or their manager wants to … Continue reading Add Sales Sequence Information To A D365 View
Back in 2022 I wrote a post on how to manage accounts and contacts using Power Automate. Each time a new Contact is created the flow would use the email address to check and see if a related Account record already existed in Dataverse (D365) and link it directly to the record. If not, it … Continue reading Update Company Information On Accounts In Dataverse Using Data8
All of the posts in this series about Sales Accelerator and Sales Sequences have focused on the Sales Hub app so far. That’s great if that’s what you are using, but what about organisations with custom forms or a custom model-driven app? Don’t worry, we can add components that users can take advantage of in … Continue reading Add Sales Sequence ‘Up Next’ Section To D365 Form
