Do you have a need for users to easily create records to link to another record?
Then view them immediately afterwards? In this post we have a custom page where
we can add a list of current software that is being used by a Lead and their
organisat...
There have been a few blog posts out over the past few months that focus on how
to use the latest functionality related to providing a hierarchy overview to
your users. We’ve had hierarchy logic for a long time in D365, but this approach
is really...
Themes have been around in Dataverse/D365/CRM for years and years. In fact, I
wrote about how to create them back in 2017 when I first started this blog!
There has since been an additional way to modify the app headers (although I am
not a fan bec...
I recently had a question via my blog that asked about the View In Browser link
you can add to your emails in Customer Insights – Journeys. Specifically, when
someone clicks that from the email and they are in fact ‘viewing in browser’,
can it be ...
If you are used to customisation in Model-driven Apps you will know that out of
the box you can add a lookup field then filter a second one based on a selection
made from the first. Call it a cascading, dependent or hierarchy connection
between th...
If you use Sales Sequences AND Customer Insights – Journeys you may have noticed
another post from me about how to add someone to a Sales Sequence when someone
is going through a Journey. That could be a massive help! But what about needing
to tak...
In a previous post on Custom Pages, I showed how you can add a button to the
command bar (ribbon) on one of your model-driven apps. What if you want to
include it in all apps that have the specified table (entity type) included in
it? Is it possib...
We would love to think that subscribers want to read ALL of our content we send
them right? Reality is, sometimes we have more content than they want on a
weekly basis, so what about offering the option to subscribe to get a summary of
our content...
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