tips

Posts in this category.

Modernizing Audit Summary History using Generative Pages (Preview)!

Oct 25, 2025

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...

Geolocation in Power Apps: Translating Addresses and Validating Check-Ins

Oct 11, 2025

Hi Everyone, I'm back, and today, we will learn how to implement translating addresses to longitude and latitude (using Azure Maps API) and validating check-ins. For example, there will be a plan for the Salesperson to go to location X for Customer A. On the day itself, the...

Basic - DocuSign for Power Automate

Sep 20, 2025

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...

Customer Insights: Rendering Marketing Form using React App

Sep 7, 2025

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...

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: C# extension to simplify how to get Custom API Input

Aug 2, 2025

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,...

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...