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Make Fields Required In Your Custom Pages To Prevent Missing Data

I think creating a Custom page is pretty easy. Once you have the basics you can create the bare bones pretty quickly including some functionality with a Patch statement to update your records. It’s the fine tuning and making sure the custom page w...

Megan V. Walker 1,841 Most Valuable Professional
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What Happens When You Delete Segment Execution Records

First off, this post is not about saying you SHOULD delete records, but more about information for you as a user of Customer Insights – Journeys, or your environment administrator so you can understand what the records in the msdymkt_segmentexecut...

Megan V. Walker 1,841 Most Valuable Professional
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Show Or Hide Custom Pages Using Power Fx Formulas In Your Model-driven Apps

Hopefully by now you’ve added a Custom page to one of your Model-driven Apps (MDA). Once you’ve done this, it is so satisfying, and a great way to extend functionality for your users. When you add the button it’s important to make sure it opens an...

Megan V. Walker 1,841 Most Valuable Professional
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Custom Themes Per App , Not Just Per Environment In Dataverse

I noticed a post on LinkedIn from Bülent Altinsoy recently where he pointed out that Microsoft has released a new Theme Designer for Model-Driven Apps. It’s a solution you can download and import which adds a model-driven app of its own which allo...

Megan V. Walker 1,841 Most Valuable Professional
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Trigger HTTP Flows From Dataverse Using Environment Variables And The Modern Comma...

Triggering HTTP flows from a Dataverse button shouldn’t require hardcoded URLs, messy JavaScript, or digging through the old ribbon editor. You might have used them in the past where we had no choice but to hard code them on a button, and then lat...

Megan V. Walker 1,841 Most Valuable Professional
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Prevent Users Making Multiple Submissions From Custom Pages

This is one of those things that is so simple and basic BUT if overlooked it can create a lot of mess, frustration and confusion. Depending on what your custom page is designed to do, you likely have a submit button on it. If your button is then u...

Megan V. Walker 1,841 Most Valuable Professional
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Calculating Your Overall Net Promoter Score In Dataverse

I wrote about this back in 2019 back when Dataverse was the Common Data Service, and Customer Voice was Forms Pro, AND before Realtime Marketing and Customer Insights Journeys. So time for a bit of a revamp! This post will look at how you can calc...

Megan V. Walker 1,841 Most Valuable Professional
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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 1,841 Most Valuable Professional