Posts tagged with this topic.
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...
Today, we will learn how to make a simple (a low-code approach) way to do prevention of uploading malicious files into Dataverse using SharePoint! Did you know that, by default, all the files that we upload to SharePoint will be scanned automatically using Microsoft Defender for...
In Customer Insight, if you enable audit capability for the Journey table, the only way to view the audit history is through a backend operation or by using the "/tools/audit/audit_details.aspx" page. This page was introduced so long ago, and it is tough to navigate, as we need...
DocuSign is a cloud-based electronic signature platform that lets individuals and businesses sign, send, and manage documents digitally. In the Power Platform, specifically Power Automate itself, DocuSign publishes 2 connectors: the DocuSign connector and the DocuSign Demo...
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...
Have you ever used the default Customer Insights - Marketing Forms? If yes, you will notice that the default URL generated is random: https://{server-load}/{organizationid}/digitalassets/forms/{msdynmkt_marketingformid} In the eyes of us tech-savvy, we probably don't really think...
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...
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...
I'm fairly certain that all of us agree that we are performing mundane code to obtain input parameters when developing custom APIs. For populating the context.PluginExecutionContext.InputParameters, we need to extract each parameter and cast the value to the correct data type,...
Azure Durable Functions is an extension of Azure Functions that offers specialized capabilities, including statefulness, orchestration, handling retries, and support for running long-running operations. The orchestration functions can help us group multiple processes and bundle...