Articles - Amey Holden | ABC Enthusiast & Power Platform Specialist

Make Forms in Customer Insights Journeys a little bit more beautiful

A little collection of tips and HTML/CSS tweaks you can easily do on a Form in Customer Insights Journeys to make it look a little bit more d...

26 days ago

Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys

How to add the ‘Company Name’ lookup on to a contact based Realtime Marketing Form in Customer Insights - Journeys featuring a handy little ...

1 month ago

Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate

Technical Summary: How to query Dataverse with an array of GUIDs! Summary with Customer Insights - Journeys context: How to turn a list of G...

3 months ago

Browse and Search Segment Membership in Customer Insights - Journeys

A really cool custom page to browse and search segments in Customer Insights - Journeys real-time marketing! This post will show you how to ...

3 months ago

Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse

There are few solutions out there already for triggering a Power Automate flow from a custom buttons/commands, each has its pros/cons but non...

4 months ago

View merged Lead, Contact or Account details in Dynamics 365

If you're looking to optimize your data merging workflow in Dynamics 365, this post is a must-read. This tutorial provides a step-by-step guid...

5 months ago

Dataverse Choice & Choices Conversion in Power Automate

If you're looking to streamline your Dataverse Choice and Choices Conversion processes, this article is a must-read. It explains how to create...

5 months ago

Creating Real-Time Segments Based on Consent in Customer Insights | Journeys

If you are looking for a way to create real-time segments in Customer Insights - Journeys based on marketing consent for Contacts or Leads, th...

6 months ago

Force Rollup Column Calculation in Power Automate

Rollup columns in Dataverse are a great way to aggregate data across a hierarchy of data such as totals, averages, maximum and minimum, but t...

6 months ago

Segments in Customer Insights - Journeys: Add columns to the member grid view

A quick tip on how to add extra columns into the ‘Members and Insights’ grid view for real-time segments in Customer Insights - Journeys. The...

7 months ago