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

There can be challenges when capturing a mobile phone number from a Realtime Marketing form in Customer Insights – Journeys (D365 Marketing). Some of these issues you might not even be aware of. Jake Chen detailed the problems in a recent blog post walking through what happens when turning off the built in validation on … Continue reading Removing Issues With Mobile Phone Numbers On Realtime Forms

There is SO much information in the Power Platform it’s hard to keep up with everything. Sometimes Microsoft makes announcements that we miss, and just happen to find later. This is one of those things, and I figure if it passed me by, it’s likely the same for others. So sharing just in case you … Continue reading No More Dynamics 365 For Phones & Tablets From April 2024

This post is slightly more unique as it might not impact all that many. However, I have seen this enough times to know that it might not be a feature many know about or how to turn it on and off! I’m talking about the navigation in a model-driven Power App (or D365 for most), … Continue reading Disable Collapsible Groups In D365 Model Driven App Navigation

Brand consistency is important, and getting your Realtime Marketing Forms to look good and fit in with your website look and feel is key for a seamless experience. The forms have a fantastic theme panel providing you with the ability to set the colour palette, background, h1, h2, h3, paragraph and other components on your … Continue reading Understanding Realtime Marketing Form Themes And CSS

Back in June 2023, Microsoft introduced a new preview of a fancier looking org chart for users to update in Dynamics 365. At that time, it needed to be switched on by an Administrator to see it, but now it’s out of preview, and likely more users will stumble across it, so figured it was … Continue reading D365 Org Charts & Relationship Health

I love a good out of the box solution to make something look more aesthetically pleasing in a Model-driven Power App (D365). It’s likely you’ve been using custom controls on fields for some time, think toggles for Yes No fields or auto complete fields. Using controls on views is also a good way to improve … Continue reading Using The Gallery Control On Views