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Using Event Templates With Realtime In Customer Insights Journeys

If you’ve been around long enough and created Events when they were only considered Outbound Events, you may have used the Event Template option. The ability to create a ‘dummy’ event that someone else could come along and use to create a new Even...

Megan V. Walker 1,856 Most Valuable Professional
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Adxstudio Portals → D365 Portals → Power Apps Portals → Power Pages

I first started writing about portals on my blog back in January 2019. My first experience was with ADX Studio, and it nearly fried my brain. I had no idea what I was doing and it was completely outside my comfort zone. Since then, Microsoft has r...

Megan V. Walker 1,856 Most Valuable Professional
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Create Your Own Event Overview Analytics Dashboard In Customer Insights Journeys

Have you ever spent any time looking at the out of the box event management dashboard? Yeah, me either and I don’t blame you. It looks ugly and is not very informative. Not sure there are plans from Microsoft to update it, but good news, we DO NOT...

Megan V. Walker 1,856 Most Valuable Professional
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Start A Power Automate Flow From Your Custom Page

One of the things I love about custom pages is being able to put together a Patch statement to create or update records directly back in Dataverse (D365). The more that can be done via the Patch the better. No need for extra flows or processes to ...

Megan V. Walker 1,856 Most Valuable Professional
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Create An Event Invitation Process In Customer Insights Journeys

Simple right? I just want to invite people to my next event. You can already if you create a segment, then send them an email with the event info, but how do we know that the person I invited is also the person that registered? How can we tie that...

Megan V. Walker 1,856 Most Valuable Professional
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Microsoft Collections Alternative Using Raindrop.io

I hate it when I a tool I use weekly (or even daily) is retired or removed. I’ve used Collections, a tool from Microsoft, for well over 5 years and they’ve helped me manage links to websites and notes without needing to add them as favourites. Oft...

Megan V. Walker 1,856 Most Valuable Professional
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Open Different Custom Pages In Model-driven Apps With A Reusable Script

I’ve written about how you can add a custom page to a table/entity in a model-driven app with a script for a specific custom page. However, as you start to see the power and flexibility of custom pages, you will likely add more. Creating a script ...

Megan V. Walker 1,856 Most Valuable Professional
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Filter And Display Contacts Based On Account In Custom Page

Anyone using Model-driven Apps is pretty much guaranteed to use Accounts and Contacts. There is a relationship between the two tables out of the box. A contact can be linked to an Account via the Company field, and can also be set as the Primary C...

Megan V. Walker 1,856 Most Valuable Professional