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Adding A Custom Page To A Form Ribbon In A Model-driven App

If you have started creating a custom page, the end goal adding a custom page to a form ribbon in a Model-driven App (Dynamics 365 Customer Engagement, CRM, Dataverse or whatever you want to call it). That is where your users will find it and inte...

Megan V. Walker 1,814 Most Valuable Professional
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Use Capitalisation To Format Recipient Names Correctly In Customer Insights Journeys

This post has come out of a need I’ve had myself when sending out the D365 Marketing Weekly newsletter to subscribers. Someone fills out the form to opt in and the first name and last name a required (always the best option for your forms!) so I k...

Megan V. Walker 1,814 Most Valuable Professional
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Create A Basic Dialog Custom Page To Update One Record

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...

Megan V. Walker 1,814 Most Valuable Professional
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Display Local Time Zone On Event Registration Form When Different To Event Time Zone

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 ...

Megan V. Walker 1,814 Most Valuable Professional
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Custom Pages and Canvas Apps: What’s the Difference, Really?

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 ...

Megan V. Walker 1,814 Most Valuable Professional
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Understanding Suppression List Rules And Managing Them In Customer Insights Journeys

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 ...

Megan V. Walker 1,814 Most Valuable Professional
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Add List Of Session Registrations To Internal Notification Email In Customer Insights

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...

Megan V. Walker 1,814 Most Valuable Professional
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Easily Add And Use Event Images In Customer Insights – Journeys

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, ...

Megan V. Walker 1,814 Most Valuable Professional