#dynamics-365

Posts tagged with this topic.

Enable Navigation for Customer Insights - Journeys form

Nov 15, 2025

In Dynamics CRM products, I'm not sure why the Microsoft Product Team isn't enforcing the same UI languages across platforms. For example, in the Customer Insights - Journeys form, they decided to hide the Command and Navigation Bar. Because of this "initiative", it causes some...

Customer Insights: Get Email Delivery and Interaction Details of Journey

Sep 13, 2025

I got asked by a customer how to get the interaction details of the Journey. By default, in the Journey that is on the status of Going Live or Completed, we can click on the Delivery funnel button to see the drill-down of the information: Delivery funnel information Then, it will...

Customer Insights: Export All Form Submissions

Aug 31, 2025

Today's blog post will focus on how to export form submissions for Customer Insights - Dynamics 365. When we publish an event in Customer Insights and want to export the registration list for internal use, the data format itself is not user-friendly. Usually, we prefer CSV or any...

Dataverse: Address 101

Aug 23, 2025

The bigger your Contacts/Accounts (Customers) data, the more it also consumes your Dataverse Database Capacity. I had a client who had a database overage problem, and further checking, the CustomerAddress table was on the list. If you open the table, you will find lots of empty...

Dataverse: Learn how to create .NET MCP

Jun 14, 2025

With the hype of Model Context Protocol - it's kinda a plugin for LLM (Large Language Model) to interact with the external tool(s), I always wonder how to create one. For my field, which is Power Platform - Dataverse, I saw the great Natraj's GitHub repo about MCP Dataverse, and...

Let's learn about Dataverse - BulkDeleteRequest

Feb 1, 2025

BulkDeleteRequest is a feature in Dataverse that we can use to delete data across multiple tables. It is based on a scheduler (optional) and runs in an asynchronous process (as this process runs in the background, meaning this operation will not be performance-friendly). By...

Dataverse ServiceClient: Comparing ExecuteAsync vs Execute

Jan 19, 2025

This is another benchmark blog post, in which I tried to upgrade the greatest snippet on how to do bulk insert, update, or delete (blog post by Mark Carrington that you can read here) with the async operation. As you know, the latest Dataverse ServiceClient supports async...

Dataverse: Using Or Condition in multiple QueryExpression.LinkEntities

Jan 11, 2025

Quick tips for those who want to retrieve data using QueryExpression, join it with multiple tables, and filter it using OR condition based on LinkEntities. To simplify the explanation, let me show the SQL Query that we want to achieve for the scenario: SELECT contact.firstname,...

Dataverse: Retrieve data using TDS Endpoint in Plugin

Oct 12, 2024

We always love SQL4CDS by Mark Carrington. One of its features is using the TDS (Tabular Data Stream) Endpoint for reading data. On one of the cron jobs, I have a logic to aggregate the sum of the data. Although I was using SQL4CDS Engine to retrieve the data, I observed the...