I’ve worked with Microsoft CRM for well over a decade, along it’s progression as Dynamics 365 and renaming’s of the Common Data Service, Dataflex, Project Oakdale and Dataverse. One of the things that has always been a bit frustrating is the clean up of data often needed when users aren’t always all that thorough in … Continue reading D365 Account & Contact Management Using Power Automate

As reviewed in my post that provides a Comprehensive Guide To Modern Advanced Find & View Management, the ability to actually search across a table using the latest Advanced Find functionality is only possible if if it exists within the app being used. I had a few questions asking how to add tables to the … Continue reading Adding Tables To Model-driven Power Apps For Using In Advanced Find

In case you missed it 2022 Release Wave 2 Plan documentation has been published. The modern advanced find isn’t new (it was added in Wave 1), but it will now be turned on by default from October 2022. I have worked with many clients where the classic Advanced Find has been left on, so I … Continue reading A Comprehensive Guide To Modern Advanced Find & View Management

I started on my Power Platform journey over a decade ago, and like many people just learning as I go, bumbling around and often figuring things out with luck or a lucky Google. I know there are many people who have started their journey in similar ways, or have come from Canvas Apps or other … Continue reading 11 Tips & Tricks In Model-driven Power Apps

For many organisations, the ability to access Dynamics 365 Apps (model-driven/Customer Engagement) is simple. Give them an appropriate license, wait for them to show up in Dataverse (CE) and then give them the right security role. Simple! What about those with custom model-driven apps? Or users that just don’t seem to be able to get … Continue reading Checking User Access To Model-driven Apps (D365 CE)

Everyone has their browser of choice, and for me, it’s Microsoft Edge. The biggest draw is the ability to set up various profiles. This is huge for any Power Platform consultant doing work for various clients, or someone in sales prepping for demos for different prospects. I can just swap between profiles and stay logged … Continue reading Using Collections In Microsoft Edge

Creating a new form in the Dynamics 365 Marketing App is pretty simple. You can start from one of the existing templates to get you going, then make adjustments as needed. There are some really simple changes you can make to the HTML of the form giving you a look and feel that’s more aligned … Continue reading Make Simple Changes To The HTML On Your Form Templates In D365 Marketing

I’ve written about importing contacts and variables, and then recording anonymous feedback while still capturing values at the same time. In this post, I’ve covered how you can take question responses, and still capture it in the personalised data tab on a survey response. So in the case of doing an Employee survey with SOME … Continue reading Adding Question Responses To Personalised Data in D365 Customer Voice

I wrote about some changes coming in WhatsApp, and what pushed me to start looking around for alternative messaging services and settling on Telegram. This article has already gathered more attention than I first thought it would, but with many citing Signal as their app of choice. I’m not stating one is better than the … Continue reading Telegram VS Signal, With WhatsApp Comparison Table

OK, I tell a lie, it is partly you WhatsApp. I’ve had a love-hate relationship with WhatsApp for some time. I even wrote about how much I feel it invades my mental space last year. However, it’s how pretty much everyone I know communicates. Back in 2014, Facebook purchased WhatsApp. Things pretty much stayed the … Continue reading It’s Not You WhatsApp, It’s Facebook – AKA: A Guide To Telegram