If you have been creating Custom Pages, hopefully you are used to creating
collections by now. A collection is a temporary table you build and use inside
your the custom page to store and change data on the fly. It’s perfect for
holding records yo...
I am all about using things in the Power Platform that make my life easier and
allow me to do things faster. I also check every so often to look through the
list of connectors for Power Automate to see if there is anything new, or
anything that I ...
If you have used Dynamics 365 for any length of time, you probably know what a
Business Process Flow or BPF is. A Business Process Flow in Dynamics 365 gives
users a clear, step by step path to follow so records are handled consistently.
It keeps ...
The February 2026 release of Customer Insights – Journeys has rolled around and
with it has come the news that the historical HIP (Human Interactive Proof)
captcha on marketing forms is being deprecated. The advice from Microsoft,
starting Februar...
This post is pretty short and sweet. How can you assign a record to a user or to
a team from your custom page? Assigning records from a custom page doesn’t have
to be complicated. Whether you want to hand something over to a specific user or
assig...
If you’ve been around for some time in the CRM/D365/CDS/Oakdale/Dataverse world,
you will at some point have created a Calculated field. The ability to do sums,
division, multiplication, setting values based on other fields is nothing new. A
repla...
It’s pretty easy to add an expression in your custom pages to allow someone to
delete a record. Sure, they still need to have a Dataverse security role that
gives them delete permissions for that to work, but we shouldn’t make it so easy
that some...
If you use Customer Insights – Journeys, and are using Realtime marketing forms
on your website, there is a strong possibility you also have journeys running
when a form is submitted. This is easy, and even better that we have a marketing
form sub...