Let’s start off slow with this one and build a basic dialog custom page for
updating an individual record in Dataverse (Dynamics 365). For those of us who
remember when D365 was still CRM (always close to my heart!), you’ll recall the
old dialog b...
This post came out of a suggestion from Amey Holden, my good friend and fellow
Microsoft MVP who focuses on and works a ton with Customer Insights – Journeys.
We do monthly webinars to discuss new features and functionality in the product
and use ...
If you’ve worked with Power Apps for at least the past few years, you’ve
probably heard the term Custom Page and wondered how it fits alongside Canvas
Apps. Custom pages and Canvas apps both use the same drag-and-drop designer,
Power Fx, and data ...
Did you know there is a suppression list used for all of your Journeys sending
emails in Customer Insights and that list is unique to your organisation? This
is well documented by Microsoft as to when and why an email address you’ve sent
an email ...
I’ve written previous posts about internal email notifications for marketing
form submissions, and how to gather information if it’s related to an Event
Registration. This post expands on that and explains how you can also provide
information on w...
Sometimes new things just pop up in Dynamics 365 and specifically in Customer
Insights – Journeys. This one is such a little thing but makes for a better user
experience and perhaps less confusing for people how to then use it in emails.
That is, ...
I was recently asked how we can give customers the ability to update their email
via a form. I advised against it. If you are using Customer Insights – Journeys,
you know that a Contact Point Consent record exists for an email address showing
if i...
If you work for yourself or are part of a very small team managing submissions
from your Realtime Marketing forms, things come up, holidays or sick leave
happen and sometimes you know there could be delays in following up with people
who’ve sent a...