https://www.ameyholden.com/articles daily 0.75 2026-04-02 https://www.ameyholden.com/articles/recaptcha-v3-cloudflare-turnstile-for-customer-insights-journeys-forms monthly 0.5 2026-04-02 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f647681a-a3db-4358-b565-fdcbc80fb20b/Capctahs.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7a91b319-84e2-4bf8-93fd-c395e8f5d096/2026-04-01_1-15-49.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/53c23f39-942e-429e-9e9c-7b64e27f7f71/KeyConfigDomain.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/facd045f-fc19-4579-b65f-b7d4fc372395/Turnstile.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dc8d1920-2790-4efd-aacf-6ad1924ac0d5/ConfigSolution2.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a31663a3-3d10-46a9-b0ff-3e0caabe679a/TurnstileConfig11.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d183c693-20d8-4f28-9df6-84c27f4ab291/6.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/34c17e68-b757-4bb9-8253-0f6ea6a6de69/6.1.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e57bd5bc-8db6-481a-b1d2-3ba3b12b2c77/Form.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/72f298ff-8a6f-4303-9466-00150466f6ec/Portected.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/44b735ea-d746-47f0-9f24-d5cee066cb5e/PrePost.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/540fbe0d-6bda-41f8-9d4f-0afd545f7bb2/CFModes.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6def3f52-8488-489b-b082-f8264c8cc56d/CF.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2533d996-2663-4e37-a67d-a2e7cee339ef/TurnstileValidation.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b35b8a9f-010d-4239-a127-526b9327d961/NoTurnstile.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/65134e16-91a6-4a5e-bd58-9c8d58c82e40/DarkMode.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a386048a-848e-4847-9bcb-44b386e51814/Trace.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/37ee314e-1bd2-4f2f-ae86-04c11c2de49c/ReCAPTCHDashboards.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5ab6c0ea-ce22-4def-90ba-810b9a2f767f/TrunstileDashy.png Articles - ReCAPTCHA V3 and Cloudflare Turnstile for Customer Insights - Journeys Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/change-the-appearance-of-marketing-and-event-forms-using-url-parameters-in-customer-insights-journeys monthly 0.5 2026-03-12 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a7de200e-dae0-46ec-a17a-e4a9954037e7/Both+Forms.png Articles - Change the appearance of Marketing and Event forms using URL parameters in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ed58f227-2ef9-46fc-8280-1c2517bada2b/ImageIDsForm.png Articles - Change the appearance of Marketing and Event forms using URL parameters in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fb783adb-7d3f-4704-b749-8803c944f645/ImageIDs.png Articles - Change the appearance of Marketing and Event forms using URL parameters in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/736db14a-a45a-443f-8fbd-de8fdc2cc435/HTML.png Articles - Change the appearance of Marketing and Event forms using URL parameters in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6f0fafb2-a51e-4284-b909-72e2e90a7d54/PartnerForm.png Articles - Change the appearance of Marketing and Event forms using URL parameters in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a4037c0f-36b2-48d5-a502-34429db0ca3f/NotPartnerForm.png Articles - Change the appearance of Marketing and Event forms using URL parameters in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/weekly-product-emails-in-customer-insights-journeys monthly 0.5 2026-02-23 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1771418366391-MSF9T061WN4I35U0WKC5/EmailExample.jpg Articles - Automated weekly product emails in Customer Insights - Journeys https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1771418349263-UW8S1B37ZDRQQPKJ9U7H/1Data.jpg Articles - Automated weekly product emails in Customer Insights - Journeys https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a930ba7d-f301-4bca-9000-9df880bedd16/FeatureProductsList.jpg Articles - Automated weekly product emails in Customer Insights - Journeys https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7bb7d342-42e2-490c-bbae-65720c303c65/Table.jpg Articles - Automated weekly product emails in Customer Insights - Journeys https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4571d348-7406-4ce0-b41f-ee06c7c7bdf6/TableConfig.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/df74c498-b846-4fbe-9321-0167f64516db/ProductExample.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ae852305-3fba-49c7-b704-ff591b952caf/Lists.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7a3113a8-946a-4b85-98a2-701570f73174/Lisst8.jpg Articles - Automated weekly product emails in Customer Insights - Journeys Repeat the steps above for Current Category = Building Materials & Hardware AND Position = RIGHT. Then the same for each other Category. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c376a477-6f9e-4e76-8286-e411d39238fe/CopyCodeIntoText.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e5d09858-0aca-4de4-b5a5-69f56d689e12/Left.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3dd83b2b-832e-46ab-bfc6-a7c41c323cbf/LeftRight.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0a99f801-78bc-49ec-899f-7c48e8730d97/TestSend.jpg Articles - Automated weekly product emails in Customer Insights - Journeys Test it out and make sure it looks good! Before you start adding the other categories, give it a test and adjust the styling/layout as you need to. When you test send, make sure you expand and select an input for ‘Audience’ if using test send otherwise your email will be empty. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/afb61e89-2973-4669-a29a-f1393132a121/Section.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/810ac972-60eb-4635-bc63-cf7cad723403/EmailConditionalContentSection.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0f1486ce-bdd1-4d14-82bf-e5e3f616cc77/ReplaceHTML.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/66894b12-fe0c-4af0-a0f5-846ca7a75292/PReviewEmail.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0e183347-0ed4-4b79-8407-c4c1ba90026a/Start.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/32cd1ed5-e953-46af-a654-58cc9bb7c1ab/Branch.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/77898b3c-cd14-427c-9db8-385a8108e630/Branches.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/924e06ba-5b75-49f3-8cf1-5b7ffac71f80/Full+Journey.jpg Articles - Automated weekly product emails in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/export-exact-copies-of-emails-sent-including-personalisation-and-conditional-content-from-customer-insights-journeys monthly 0.5 2026-01-20 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2b15417f-b302-4031-b097-4d87c5847046/HTMLCopy.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/61575704-52a1-474f-9dbb-f70811c08bda/1EmailSent.png Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Trigger a flow when a marketing email is sent When an email is sent in Customer Insights - Journeys, the ‘Email Sent’ action is triggered which is the perfect time to start the flow. When an action is performed (Dataverse) - EmailSent Catalog: Cxp Category: Email Channel Table name: (none) Action name: Email sent https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8595d88b-ff51-4d17-9129-1f927bf6d83b/2ParseMsdynmktEmailsent.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Parse the action data Not essential but makes the rest of the flow a bit easier to pull together. This gives us the info we need to interact with the Email Export API. Parse JSON(Data Operations) - ParseMsdynmktEmailsent Content: triggerOutputs()?['body'] Schema: (copy and paste from snippet at bottom of blog post) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/93b2d23a-c1cb-4602-8447-3561a20cbaa1/UniqueAPICallID2.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Compose the API Inputs Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0da3612c-0de1-491d-a4ee-ce20c8c41e95/3Interactions.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Compose the API Inputs We can now collect the data into a compose step to pass to the unbound action as Request parameters. Compose (Data Operations) - UniqueAPICallID Inputs: (see below snippet) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e58f4bd3-4924-47a9-b0d2-59e29714d168/4EmailRetrieveExactMessages.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/27245cb1-46d1-44cb-ae3a-231ee71e25c0/5interactionToMessageMap.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1c8b0efa-e9a6-4d87-b495-67d8ace4d608/6exactMessagesMap.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d8d6d2ba-ec4e-4cd3-860f-8730491d47f6/7GetEmail.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a4332e12-5e83-4f67-a0d6-ba6a359ddc82/8CreateExactCopyOfEmail.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/15dada9a-bed1-4278-9b1e-2b4671c046cd/HTMLCopy.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/168c284a-03c2-4feb-81f9-0c81a9a6958e/PDFCopy.jpg Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d3c850f8-9ef5-4162-9e66-79a7c6cd23af/e2e.png Articles - Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys - Make it stand out I will continue to pretend I use the modern flow experience to build flows rather than just for blog documentation purposes. https://www.ameyholden.com/articles/segments-customer-insights-journeys-bulk-delet-power-automate monthly 0.5 2026-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ca1b0914-dab4-4d87-b28e-fc986135781e/ListVirtSeg.png Articles - Segments in Customer Insights - Journeys: Bulk delete with Power Automate - List rows (Dataverse) - ListVirtualSegments Table name: Segments [msdynmkt_virtualsegments] Select columns: msdynmkt_virtualsegmentid Filter rows: msdynmkt_statuscode eq 6 and startswith(msdynmkt_name,'Migrated -') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2cd402b7-3887-44b1-ab5a-b8456c4e1022/SelectSegments.png Articles - Segments in Customer Insights - Journeys: Bulk delete with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b08bf62b-1c1a-4c88-af37-98e854c210d7/delete.png Articles - Segments in Customer Insights - Journeys: Bulk delete with Power Automate - ‘Perform an unbound action’ (Dataverse) Action Name: msdynmkt_DeleteSegments Switch the Item/SelectedIdList to ‘Input entire array’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2695bb49-64d4-4ae2-96c4-02081841b965/delete.png Articles - Segments in Customer Insights - Journeys: Bulk delete with Power Automate - Update SegmentIDList properties Item/SelectedIdList: body('SelectSegmentIDs') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e56f9a88-e910-42fe-a7d7-7e06593c3139/Result.png Articles - Segments in Customer Insights - Journeys: Bulk delete with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1466c64c-e1b2-4706-8a38-466278d8c46b/Results.png Articles - Segments in Customer Insights - Journeys: Bulk delete with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9b7fc40d-e044-4454-b18b-67b3ebd39b0d/E2E+Delete+Segments.png Articles - Segments in Customer Insights - Journeys: Bulk delete with Power Automate - Make it stand out We can pretend I used the modern flow designer to create this flow right? https://www.ameyholden.com/articles/email-leads-contacts-without-duplicates-customer-insights-journeys monthly 0.5 2025-10-14 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1962165b-67b8-4747-bc7b-a4b48b9e7109/End.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d1fd1b84-5c38-4bdd-ba62-b195d697daea/Segments.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d1801b24-b600-4ba1-8025-fd8b6444adcc/LeadSend.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5f22d932-c8ae-49f5-8b87-ff01fb536303/Sent.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/736b4f7c-731d-4774-a9b0-5e42a1756dd4/Convert.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b22dcc86-7098-4602-83b8-ff3b76d39d4a/Transpose.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys 1) Update your exported file to remove all columns except the email address 2) Copy the column of email addresses, transpose into a single row https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/55d749c8-03e8-408f-9ebf-e27d3eb9b12a/452.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a13dde87-cb13-4069-a57d-363bca0a6d1b/6789.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a51d1699-6c7f-4916-84b8-517ff8b6ebee/1011.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7238622b-4b81-4894-a263-2f238440088a/EmailQueryIsIn.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3d25664a-4595-4036-8cf0-4efa165a573f/DevConsole3.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cd79ebb7-db08-4466-a676-22d3ede0fcb1/ReplaceA.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1c4942f6-7124-4c13-b8f1-829564b898f6/End.png Articles - Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/event-waitlist-journeys-and-triggers monthly 0.5 2025-09-09 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c1cefa4b-fa47-47d0-846b-9a6e36728aaf/WaitlistForms.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0f86d4fc-4547-4795-8c7f-a61ed2c4ee81/StatusReasons.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/da05cf5f-87c9-4ab7-9c08-c93407d0a90f/CustomTriggerNew.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fdbe5c13-3acd-4811-8f64-ab8d89d3a1f8/JourneyFilterRego.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/93d282ec-d1ec-44ee-8cef-f8bc5c54a7a9/EmailContent.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4f518768-d6f5-40c8-aae2-00de3f94b31e/SuperCustomTrigger1.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b3f29563-1eb1-4089-89bd-319b7454ac37/SuperCustomTrigger2.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/301907d7-b1a9-4948-9370-93d084f19bea/Exit.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/112beab9-f48d-4fbf-a1be-1493bd312f1d/WaitForTrigger.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ca5bf343-bbf0-4490-a407-aa1ddc492023/Start+Event+Registration+Journey.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d041d5e5-91fa-4760-a1c7-36ecaa545b5a/1.png Articles - Event Waitlist Journeys &amp; Triggers - When an action is performed Create an automated flow using the Dataverse trigger ‘When an action is performed‘. The action name is the name of the trigger you created in the previous steps. Start Event Registration Journey Trigger Catalog: Cxp Category: Custom Table name: (none) Action name: Start Event Registration Journey https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/606770f6-1f4c-4277-a118-8cdaa9790f59/2.png Articles - Event Waitlist Journeys &amp; Triggers - Response This sends a response to the journey to say the trigger message was received and prevents it being triggered on a retry. Response Status Code: 200 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1518f804-6851-4489-b5c7-cbb570616131/3.png Articles - Event Waitlist Journeys &amp; Triggers - Get a row by ID - Event Registration Get the event registration row, using the ID passed from the triggers ‘Entity reference’. Table name: Event Registrations Row ID: triggerOutputs()?['body/InputParameters/msdynmkt_eventregistration/Id'] Select columns: _msevtmgt_eventid_value,msevtmgt_eventregistrationid,_msevtmgt_contactid_value https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e1a97dba-c608-40c9-9f1a-316db31fcdce/4.png Articles - Event Waitlist Journeys &amp; Triggers - Compose - Trigger Inputs These are the parameters for the the action behind the out of the box ‘Marketing Event Registration Created’ trigger. TriggerInputs Inputs: (code snippet below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b6947f84-fc7c-418d-a860-ab2228374488/5.png Articles - Event Waitlist Journeys &amp; Triggers - Compose - Trigger Name This is the name of the action behind the out of the box ‘Marketing Event Registration Created’ trigger. TriggerName Inputs: msevtmgt_eventregistrationcreated https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9ea73a27-64eb-429e-bf9b-5a2789cefc30/6.png Articles - Event Waitlist Journeys &amp; Triggers - Perform an unbound action - Marketing Event Registration Created Using the two above compose steps - fill in the Action name & parameters. Calling this action will fire the ‘Marketing Event Registration Created’ trigger for your ‘Registered from waitlist' registration. TriggerEventRegCreated Action Name: outputs('TriggerName') Action parameters: outputs('TriggerInputs') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/42c69528-e4f3-445f-b722-1bd17f68d139/E2E.png Articles - Event Waitlist Journeys &amp; Triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/event-registration-cancellation-form-styling-in-customer-insights-journeys monthly 0.5 2025-09-02 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/eb4e2ab5-e313-46b6-b933-9429dfbdd483/BeforeBoth.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/add5b565-2159-4372-b9ff-11ea2d165580/AfterBoth.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b20834c4-f9b6-414e-89d1-caa849566023/2025-08-29_16-15-38.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ea7baf44-7eac-4b3d-9f36-45cb9864168b/EventCancelURL.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bdb3d6f9-5e40-4478-b704-3d37106f9f2c/EventCancelURL2.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0bf7baa8-5743-4bc8-82d9-31202579b773/TitleBeforeAfter.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/19418c2e-981f-41b6-9536-1403ffcb494d/TitleFaviconBeforeAfter.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/42686489-e780-40ba-b55d-2ec1124e6ae3/Icon.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cb61653b-51d7-40c7-abc4-ce21fdf8781a/2025-08-29_16-44-08.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3f8abfc8-e31c-47ad-aaed-7157263b7b90/Button1.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fce62241-eaac-4273-9834-f9e0222e7791/CancelText.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7d5878d2-8f05-4565-aa0c-56895d87737e/ButtonCss.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e1ef5b14-b0e9-440e-979a-006e3b76a3a0/ConfirmText.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1e7b4c58-8ed3-4182-828a-900a85295ace/ConfirmTextCSS.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/57989a9c-ffd8-4584-aa7e-b12aa2aa081a/ConfirmTextHTML.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/beefa264-38e9-4ea3-b956-4809648af2d3/SessionTextForm.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9bb4f35d-b271-48e4-aee0-3d7149d95283/SessionText.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b4711b18-7435-4935-9319-a3a2c86b448c/Style+event+text.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fd2baa2c-526a-4846-990c-f3ee59bc1c7f/PostSubmit.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d9b6c405-6d7d-436b-a4a5-b46fe2741c2c/PostSubmitCSS.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4123d107-778a-45f4-aafb-3c2b0c3cbecc/CancelNewStamped.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cef8d4eb-ee52-41e5-bfb4-20f945710041/CancelConfirmedNewStamped.png Articles - Event Registration Cancellation Form Styling in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/reuse-single-email-event-invitations-customer-insights-journeys monthly 0.5 2025-07-21 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d824422b-9049-470d-b8e2-94ed4493674d/Trigger.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/21c43194-405a-4795-83e5-5bc810638aee/1.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Create a ‘Custom’ Trigger Create a new trigger, name the trigger ‘Send Event Invitation or Reminder’. For ‘What action will activate the trigger?’, select ‘When a customer interacts with a website/app’. I know it says it requires code integration by a developer, but trust me - you don’t! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/242fd754-40e2-4ccc-b870-5e26d8f199c0/2.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Add attributes to the trigger Add two additional attributes to the trigger: Event - Entity Reference Reminder - True or false https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/268dfc50-6ff4-4504-8e38-25e8015815b4/4.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/76a7d9b6-4f01-43bc-a34a-b056f459c6f7/Email1.1.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6649829d-8172-45cb-aafc-d12224de1ba4/Email1.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/909a833c-39b5-4507-934a-70e720c0df52/Placeholderspersonalise.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/51b0f137-815d-4767-851e-ac91483aba25/PreviewEmail.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6456d2f9-877f-4697-b49b-a588d05b4fb5/EventInviteReminder.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2fd0fb12-ff1e-4c44-828b-2d509029978d/CreateJourney.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys Create a new journey which is ‘Trigger-based’. Choose the trigger you created earlier called ‘Send Event Invitation or Reminder’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2cebdf4c-579f-4c85-bb7c-5e80a5f2cbc1/SafetyNet.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7ce2fe57-935c-433b-b3f4-887b8c595562/JourneyTrigger.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d77042db-8430-46b7-8b3c-9713561c34f5/Live.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/75ef6db9-3f9c-4122-b9a5-5c06fdde302c/Invite.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/828a0de1-ff75-4e4e-96da-81502d11df29/FireCustomTrigger.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2822b0be-7d44-4575-b568-76d724e4457f/ReminderNo.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys Set the ‘Reminder’ attribute to use a ‘Value’ and choose ‘No’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/077d1cda-ce73-44db-8ca9-2f3a801f647a/Invite2.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out The configuration for the action should look like this when complete https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/edf3ff0b-c5fe-4855-9635-855cbc38fc61/WaitForInvite.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4d0e7cd1-968a-4f7f-a580-cbf39e453279/Remind.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bcf3bbea-4588-4033-b919-6d728f71980a/Send.png Articles - Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/create-case-or-lead-marketing-form-customer-insights-journeys monthly 0.5 2025-07-14 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2a152b42-80c7-49a1-825e-09a8e745973c/LeadOrCase.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4b655382-f72e-489a-a8b9-7a14cd50e99f/1.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out 1) Set up a marketing form which uses the audience ‘Lead & Contact’, add all your fields you need for the contact form. 2) Add an ‘Option Set’ custom field to the form If you can’t see the section for ‘Fields’ to add the option set in (2) you need to make sure you form is in ‘Draft’, and you have enabled the feature switch for Custom unmapped fields https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9d268b6e-b3bb-4261-9793-bb9e27d20904/2.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out 3) Update the Logical field name to something meaningful that we can use later in out automation rules, for this example i will be using ‘ContactUsEnquiryType‘ 4) Add your options, and assign a value to them. You can either use an integer value that aligns to an existing option set, or text which is meaningful to the option selected 5) Make the field required https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f8d42ce0-1f57-456b-a108-d030e8e3dc97/OptionSetInt.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out This is how I assigned the value to my option sets on the form, based on the integer values of the choice columns in Dynamics 365 for Lead/Case https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e2de9ddf-2337-4047-b444-346356b54c2d/Matching.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out 6) Update the lead duplicate rules to ‘Use a rule to match an existing lead’ and select any lead matching rule that you want to use here 7) Update rule to skip updating and or creating leads 8) Update the contact duplicate rules to ‘Use a rule to match an existing contact’ and select any contact matching rule that you want to use here 9) Update rule to skip updating and or creating contacts https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dc40dd64-615e-4fca-9644-27abe2e3476d/SummaryincluJSON.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7baa1668-9638-4379-bedc-e1b253f9bfdc/1.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Trigger a flow when a form is submitted When the form is submitted, we can start processing, this is the parent flow Dataverse: When a row is added, modified or deleted Change type: Added or modified Table name: Form Submissions (msdynmkt_marketingformsubmission) Select columns: statuscode Filter rows: statuscode eq 575440002 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4738bd56-4be2-4401-aba1-04a523cb19e0/2.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Generate the form submission summary Call the child flow you set up as per my previous blog post to make sure the summary JSON is ready to process. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fec931db-11cb-44c1-becd-074859d2e5d1/3.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Check for the unmapped option set Filter the field submissions to check if the form submitted contains the special instructions for creating a case or not. Use the name that you allocated to the ‘Logical field name’ on the form. Dataverse: List rows - FieldSubmissionContactUsEnquiryType Table name: Field Submissions (msdynmkt_marketingfieldsubmissions) Select columns: msdynmkt_marketingfieldsubmissionid,msdynmkt_localizedfieldvalue Filter rows: (msdynmkt_name eq 'ContactUsEnquiryType') and msdynmkt_fieldvalue ne null and _msdynmkt_marketingformsubmissionid_value eq '@{triggerOutputs()?['body/msdynmkt_marketingformsubmissionid']}' Row count: 1 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b893b2d1-2b63-4364-bc8b-7144209b7bc1/4.1.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Unmapped option set response found? First check if the list rows action has returned any data Control: Condition - Create Lead or Case empty(body('FieldSubmissionContactUsEnquiryType')?['value']) is equal to @false If we find the field submission, that means we need to kick in our Lead or Case creation flow. In the yes branch we will call the child flow, but first we need to go an create it! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e868d81d-f170-4a9f-aa05-8b0a1eb39eb7/OptionSet.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Just for context This is a reminder of how I set up the options et on the form, and how the number values assigned to the choice will determine if its a lead or a case. Leads are generated for values 0, 1 or 2. Otherwise it’s a case. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cfd5c10b-bedb-4d94-8978-35535a3ab67f/1.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Manually trigger a flow Trigger the flow with ‘Flow button for mobile’. Add one text input: FormSubmissionGUID https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0d6ee371-45db-4564-bc3c-6e59f6764d26/C2.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Get the form submission data Retrieve all the data you need to decide what records need to be created or updated. Dataverse: Get a row by ID - GetFormSubmissionExpand Table Name: Form Submissions Row ID: triggerBody()['text'] Select columns: msdynmkt_marketingformsubmissionid,_msdynmkt_createdentity_value,amey_summaryjson Expand Query: msdynmkt_createdentity($select=msdynmkt_createdentitylinkid,msdynmkt_targetentityid,msdynmkt_targetentity,_msdynmkt_targetlead_value,_msdynmkt_targetcontact_value),msdynmkt_marketingformid($select=msdynmkt_name,msdynmkt_marketingformid) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c9723d5c-9f58-496d-8c08-00da8244596c/C4.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Format the Form Submission JSON This is using the JSON summary you created earlier, and telling the flow that it is indeed JSON, so you can select items form it later. Data Operations: Compose - FormSubmissionJSON Inputs: json(outputs('GetFormSubmissionExpand')?['body/amey_summaryjson']) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d9d19002-e63a-4f07-a003-3bc53bc57dd4/C5.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Get the Enquiry Type value Store the Enquiry Type integer value in a compose action, for easier reuse and referencing later in the flow. Data Operations: Compose - ContactUsEnquiryTypeResponse Inputs: int(coalesce(outputs('FormSubmissionJSON')?['ContactUsEnquiryType'],-1)) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e02c65b4-fc6f-4ad7-b338-e9a66a265c05/C6.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/31c35bab-2a9f-4004-8c8f-3d661e387116/C7.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Does a Contact need to be created? If the Enquiry Type selected was ‘Existing order(s)’ (13) or ‘Warranties’ (14) or ‘Feedback’ (15), and there was no matched Contact found as per form matching rules, then a Contact needs to be created. Control: Condition - Case Contact Creation Required outputs('ContactUsEnquiryTypeResponse') is greater than 2 AND outputs('GetFormSubmissionExpand')?['body/msdynmkt_createdentity/_msdynmkt_targetcontact_value'] is equal to null https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fb671f6b-716f-4072-a640-9e61d293fd41/C8.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3e8257a2-98a8-43c6-9eee-f10c3b26e76b/C9.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Update the ‘Linked Record’ with the new Contact Using the lovely ‘Upsert’ action here because the form submission linked record it may or may not exist depending on if any matches were found during the submission. The Linked Record is an intersect table between the form submission and the associated row (Lead or Contact or something else). Dataverse: Upsert a row - UpsertLinkedRecordContact Table name: Created linked entity Row ID: coalesce(outputs('GetFormSubmissionExpand')?['body/_msdynmkt_createdentity_value'], guid()) Name: outputs('CreateContact')?['body/fullname'] Contact record: contacts/@{outputs('CreateContact')?['body/contactid']} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f9c48ec2-0ec9-411f-b789-cef0edf6d78e/LinkedRecord.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out For context, this is the linked record on the form submission https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c61966e8-4be8-4868-a072-3b34c26c6ba6/C10.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Does a Case need to be created? Next we need to evaluate the Enquiry type response to decide whether to create a Lead or a Contact. If the Enquiry Type selected was ‘Existing order(s)’ (13) or ‘Warranties’ (14) or ‘Feedback’ (15), then a Case needs to be created. Add this action below the previous the condition, outside of the Yes/No branches (see screenshot at the end for full flow layout). Control: Condition - Case outputs('ContactUsEnquiryTypeResponse') is greater than 2 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/aae83e3b-62d0-4f1d-93e1-dc16e0e99adc/C11.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Create a Case using Form Submission Data Use the submitted form data to create a new Case. Make sure you link the Case to the relevant Contact and define any ownership and additional defaults you might need for Case creation and routing. Dataverse: Add a new row - CreateCase Table name: Cases Case Title: outputs('GetFormSubmissionExpand')?['body/msdynmkt_marketingformid/msdynmkt_name'] Case Type: outputs('ContactUsEnquiryTypeResponse') Customer (Contacts): contacts/@{coalesce(outputs('GetFormSubmissionExpand')?['body/msdynmkt_createdentity/_msdynmkt_targetcontact_value'],outputs('CreateContact')?['body/contactid'])} Description: outputs('FormSubmissionJSON')?['Comments'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/44fc987a-198e-4f96-ae96-b87573090e91/C12.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Update the ‘Linked Record’ to redirect to the Case Another ‘Upsert’ on the form submission linked record. Now we are going to link it to the Case, so when the ‘Linked Record’ is selected, the redirect will automatically open the Case. Yay! Dataverse: Upsert a row - x Table name: Created linked entity Row ID: coalesce(outputs('GetFormSubmissionExpand')?['body/_msdynmkt_createdentity_value'],outputs('UpsertLinkedRecordContact')?['body/msdynmkt_createdentitylinkid'],guid()) Name: outputs('CreateCase')?['body/_customerid_value@OData.Community.Display.V1.FormattedValue'] outputs('CreateCase')?['body/casetypecode@OData.Community.Display.V1.FormattedValue'] Target entity: incident Target entity Id: outputs('CreateCase')?['body/incidentid'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4b7b70b1-8976-4e78-bf3e-ced4462b872e/C13.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Does a Lead need to be created? If the Enquiry Type selected was ‘Getting a quote’ (1) or ‘Our products and services’ (2) or ‘Something else’ (0), and also there is no matched lead already attached, then a lead needs to be created. Control: Condition - Lead outputs('ContactUsEnquiryTypeResponse') is less than or equal to 2 AND outputs('GetFormSubmissionExpand')?['body/msdynmkt_createdentity/_msdynmkt_targetlead_value'] is equal to null https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9ddec7d2-ab89-4014-bfa3-bce432a4f552/C14.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0eb35f48-7a5c-4330-b3a4-c33d772e0ba5/C15v2.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Update the ‘Linked Record’ with the new Lead ‘Upsert’ the form submission linked record to redirect to the Lead, and also attribute the associate Contact if found. Dataverse: Upsert a row - UpsertLinkedRecordLead Table name: Created linked entity Row ID: coalesce(outputs('GetFormSubmissionExpand')?['body/_msdynmkt_createdentity_value'], guid()) Name: outputs('CreateLead')?['body/fullname'] Target entity: lead Target entity Id: outputs('CreateLead')?['body/leadid'] Contact record: if(equals(outputs('GetFormSubmissionExpand')?['body/msdynmkt_createdentity/_msdynmkt_targetcontact_value'],null),null,concat('contacts/',outputs('GetFormSubmissionExpand')?['body/msdynmkt_createdentity/_msdynmkt_targetcontact_value'])) Lead record: leads/@{outputs('CreateLead')?['body/leadid']} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/aed3af0b-0941-4b75-b489-7f28394ffe6a/C16.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Update the form submission ‘Linked Record’ This links everything back together, so that when you open the form submission, you can select the ‘Linked Record’ and get redirected to the correct Lead or Case that was generated of the back of this submission. Dataverse: Update a row - UpdateFormSubmission Table name: Form Submissions Row ID: triggerBody()['text'] Linked Record: msdynmkt_createdentitylinks/@{coalesce(outputs('UpsertLinkedRecordLead')?['body/msdynmkt_createdentitylinkid'],outputs('UpsertLinkedRecordCase')?['body/msdynmkt_createdentitylinkid'],outputs('GetFormSubmissionExpand')?['body/msdynmkt_createdentity/msdynmkt_createdentitylinkid'])} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/05082c2b-2e89-4e15-a183-e6a0fcfc1128/7.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Respond to the parent flow Tell the parent flow you are finished. PowerApps: Respond to a PowerApp or flow No inputs https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/443e6f77-601b-4a68-bb29-341d70ecf006/4.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Call the child flow when case or lead creation is required Jump back to your main/parent flow which is triggered by the form submission, in the condition ‘Create Lead or Case’ in the Yes branch, call the child flow you just created. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e5495058-7a6b-4933-8d38-83966969eb4a/CaseLink.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8c322829-4e27-4fa0-a1ac-0dadcf9f6027/LeadLink.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/40985a27-0be3-44d5-bfc5-39fb5645b85c/MainFlowE2E.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5beaddff-ae40-45a5-9fa9-c28d08a28c91/ChildFlowE2E.png Articles - Create a Case or a Lead from a marketing form in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/create-form-submissionform-submission-event-registration-summary-customer-insights-journeys monthly 0.5 2025-04-29 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1745139295935-4ONI621TZKVLE3AQTHUI/Submit.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1745139296318-RTVG7AV02Z0TU59QBC5I/Summaries.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1745139297094-BZL7ADHN4B93A5FEZPM3/timeline.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5fd9c10b-d642-4fde-a632-e877783a03f1/1.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Manually trigger a flow The good old ‘Flow button for mobile’ trigger strikes again. One text input to start with: FormSubmissionGUID https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fdd353a3-fbd8-43b1-a4a1-c8be8070ad54/2.2.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Get the Field Submissions Each field on the marketing form creates a separate ‘field submission’, so we need to collect and process each of these one by one depending on the field type. Dataverse: List rows - FieldSubmissions Table Name: Field submissions Filter rows: _msdynmkt_marketingformsubmissionid_value eq '@{triggerBody()['text']}' and not(contains(msdynmkt_name,'msdynmkt_purposeid')) and msdynmkt_localizedfieldvalue ne null and msdynmkt_name ne 'consentsubmissionvalues' Sort By: modifiedon asc Expand Query: msdynmkt_marketingformsubmissionid($select=_msdynmkt_marketingformid_value,msdynmkt_name,msdynmkt_pageurl,createdon,_msdynmkt_eventregistration_value;$expand=msdynmkt_createdentity($select=msdynmkt_targetentityid)) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/58e5e05e-1f5a-4821-b959-22e62581ec41/3.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Initialize Variables Create the following variables Type: Object - ‘SummaryJSON’ Type: String - ‘SummaryText’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c1b5c6d6-32c9-418c-bfae-6bed5784302e/4.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/299fd8e4-c929-4a99-8a9b-922dde8cefdb/4.5.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0667c606-2ccf-4867-b62f-6e0e1ead22c7/5.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7663a53d-2e5d-4f87-96c0-c0baedf0256c/6.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Add the summary to the form submission You will need to create two custom columns on the form submission table to capture the summary & JSON summary text which will allow us to use this data in any future automations. Dataverse: Update a row - UpdateFormSubmission Table name: Form Submissions Row ID: triggerBody()['text'] Summary: variables('SummaryText') Summary JSON: outputs('AddPropertyPageURL') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e6e9eec0-bc9d-434d-969f-5989e9e70f7f/Summaries.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/40f4bf8e-87ac-4ca9-a224-6097d9d74f09/7.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Respond to the parent flow Tell the parent flow you are done, so the rest of the form submission magic can continue (and use the summary if needed). https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0f9ed66f-8924-4df0-a0ab-f235f24e0c22/timeline.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c1441a89-663e-4e12-b062-5683bbdd6d17/E2E+V2.png Articles - Create Form Submission and Event Registration Summaries in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/set-regarding-any-table-power-automate monthly 0.5 2025-04-22 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/870fdd8c-a90c-4f01-98dc-166e2f19a080/EmailRegading.png Articles - Set ‘Regarding’ to any (eligible) table in single update action in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5a89582f-063a-4d88-9e16-7a27b8ac3d2b/NoteEmail.png Articles - Set ‘Regarding’ to any (eligible) table in single update action in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/406262af-4842-45ae-bc95-1149275563c2/NoteRegardenModern.png Articles - Set ‘Regarding’ to any (eligible) table in single update action in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e4569880-4ddd-4a95-a4ba-604945700f12/CreateUpdateSendEmail.png Articles - Set ‘Regarding’ to any (eligible) table in single update action in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/26279526-21b5-44d8-8b3d-29a2a5425ee5/RegardingEmailAnnotated.png Articles - Set ‘Regarding’ to any (eligible) table in single update action in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/111bccb4-f25f-4a82-acab-1967089d0347/TableCustomValue.png Articles - Set ‘Regarding’ to any (eligible) table in single update action in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/52d9e37c-01c2-4d2f-94b9-2f35f44c36b0/E2ENote.png Articles - Set ‘Regarding’ to any (eligible) table in single update action in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5d968163-8b9e-411e-8127-bb15c6e1bcf0/RegadingNoteAnnotated.png Articles - Set ‘Regarding’ to any (eligible) table in single update action in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/filtering-on-lookups-in-triggers-journey-branches-and-email-content-in-dynamics-365-customer-insights-journeys monthly 0.5 2025-02-04 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c0329271-72da-4e4b-8100-9824d7c7e52f/Compare2.jpg Articles - Filtering on Lookups in Triggers, Journey Branches and Email Content in Dynamics 365 Customer Insights - Journeys - Make it stand out On the left is what previous Amey did, on the right is what I learnt last week. (I guess that’s the ‘New year, new me.’ item checked off the list for the year!) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b7a70491-9a19-4e90-b15e-b0f6379ce645/EventRegoTrigger.jpg Articles - Filtering on Lookups in Triggers, Journey Branches and Email Content in Dynamics 365 Customer Insights - Journeys - Make it stand out A very helpful Journey creation UI experience for some triggers https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/32224a4b-298d-459b-9f07-f0bf85d27ea8/EventRegoTriggerAfterCreate.jpg Articles - Filtering on Lookups in Triggers, Journey Branches and Email Content in Dynamics 365 Customer Insights - Journeys - Make it stand out Filtering on an event in a journey trigger https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2cef9dbb-694a-4e95-ad37-2c3aa60b10af/TriggerFilterOwner.jpg Articles - Filtering on Lookups in Triggers, Journey Branches and Email Content in Dynamics 365 Customer Insights - Journeys - Make it stand out Filtering a trigger by the lead owner https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4be4636e-7f31-49d0-beac-a72a5a8d5d39/BranchFilter.jpg Articles - Filtering on Lookups in Triggers, Journey Branches and Email Content in Dynamics 365 Customer Insights - Journeys - Make it stand out Branching a journey for a specific Account record https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8a800423-1949-4792-838e-0ea47f73766e/Compare.jpg Articles - Filtering on Lookups in Triggers, Journey Branches and Email Content in Dynamics 365 Customer Insights - Journeys - Make it stand out Filtering on the Account lookup rather than Name https://www.ameyholden.com/articles/insights-tab-custom-form-customer-insights-journeys-component monthly 0.5 2025-01-13 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3b16ee6e-b2c3-4102-835f-fb5d42d34d2b/NoXML.png Articles - Lead and Contact form Insights tab in Customer Insights - Journeys (without editing Form XML) - Make it stand out I hope your insights are a bit more exciting than this! More info about the insights tab for Customer Insights - Journeys can be found here. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6b194382-3fcc-4a0a-87f4-b960c408969e/Add1.png Articles - Lead and Contact form Insights tab in Customer Insights - Journeys (without editing Form XML) - Make it stand out 1) Add or select an empty 1-column tab (1) 2) Select the first section of the tab. 3) Open the components menu 4) Under ‘More components’ look for the control ‘TabbableInsightsControl’ 5) If you cannot find it, select ‘Got more components’. If you find it, skip to (8). https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a2ff3215-ace2-40df-95a2-db81caadc33d/Add2.png Articles - Lead and Contact form Insights tab in Customer Insights - Journeys (without editing Form XML) - Make it stand out 6) Search for the control ‘TabbableInsightsControl’ 7) Select ‘Add’ so that it shows up in the ‘More components’ section https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6bb75a62-36d1-48ec-b4a8-c18d31cd963b/Add3.png Articles - Lead and Contact form Insights tab in Customer Insights - Journeys (without editing Form XML) - Make it stand out 8) Drag & drop the ‘TabbableInsightsControl’ component into an empty new section on a single-column tab https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dcf84a3a-9a65-42ea-adbe-ad84af2e53a3/Add4.png Articles - Lead and Contact form Insights tab in Customer Insights - Journeys (without editing Form XML) - Make it stand out 9) Update the CC_configuration - Type: Text - Static value: LeadInsights / ContactInsights 10) Update the CC_parentContactId Table Column: Parent Contact for lead (Lead + OBM Only) 11) Update the CC_parentAccountId Table Column: Parent Account for lead (Lead + OBM Only) 12) Select ‘Done’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/52780388-bd29-40b0-9d9e-4fc566f857a6/Add5.png Articles - Lead and Contact form Insights tab in Customer Insights - Journeys (without editing Form XML) - Make it stand out 13) Select the section where you added the TabbableInsightsControl and tick the box next to ‘Hide label’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/00a7c182-a8a9-41f7-94c9-60d41ae76781/Add6.png Articles - Lead and Contact form Insights tab in Customer Insights - Journeys (without editing Form XML) - Make it stand out 14) Select the tab where you added the TabbableInsightsControl and tick the box next to ‘Expand first component to full tab’ https://www.ameyholden.com/articles/list-filter-and-delete-flows-in-power-automate monthly 0.5 2025-01-06 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c826364f-d549-4588-bbea-54387c6351d2/CXP_+Flow.png Articles - List, Filter and Delete Flows in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/41498f0f-2e1d-45b8-8a70-d9cb5eaf8755/FlowDeleteFlowss1.png Articles - List, Filter and Delete Flows in Power Automate - Start the Flow You can start this flow however you like, I just used an on demand button but this could be scheduled to run daily/weekly for example. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/883bb945-9e9b-49ea-b8b4-751db654c3dd/FlowDeleteFlowss2.png Articles - List, Filter and Delete Flows in Power Automate - Find the Flows Ok before anyone gets in a flap. I am aware there is a ‘List Flows as Admin (V2)’ action which can be expanded to reach beyond 250 records if you turn on pagination (example here) but you then have to haul back all the flows and column, then filter and then delete. instead we can use a single HTTP request which already filters to give you the disabled CXP_ flows and only returns a few columns of data (name, id and state). Name: ListCXP FlowsTurnedOff Method: GET Url of the request: https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3fbb47cc-b820-4cb7-9e5b-6043ec05e6f6/Connect+HTTP+Trigger.png Articles - List, Filter and Delete Flows in Power Automate - Make it stand out To create a connection for the HTTP with Extra ID (preauthorized) connector, you just need to your your dynamics URL for both inputs. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/204e950e-261b-4acb-b091-c1cf0553e172/FlowDeleteFlowss3.png Articles - List, Filter and Delete Flows in Power Automate - Delete the Flows Now you just need to loop through each of the flows and delete it, for which the Power Automate Management connector does a lovely job. Control - Apply to each Name: Each Flow Select an output from previous steps: body('ListCXPFlowsTurnedOff')?['value'] Power Automate Management - Delete Flow Name: Delete Flow Environment: Your environment Flow: items('Each_Flow')?['workflowid'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/42f3d9e2-8c9d-4709-a751-f37d5c37456f/FlowDeleteFlowssConcurrency.png Articles - List, Filter and Delete Flows in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e859b2d7-a123-4653-872f-df9998ddacd2/FlowDeleteFlowss.png Articles - List, Filter and Delete Flows in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/email-bounce-lead-contact-view-form-dynamics-365-customer-insights-journeys monthly 0.5 2024-12-09 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f108a70d-567f-4ddf-9f00-dabec329d364/contact+form.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/00bd0d8f-12a2-4577-a1b6-f9c2c87e0283/NewFields2.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Last email bounce fields https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bae594a2-04ea-4616-9fa3-1a50723f8b17/BounceType.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Last email bounce type choices https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8d0bed22-4a69-462e-bd0c-7ee0ae74237e/ActionJSONEmailBounce.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0e2e6b4e-b564-434b-813b-39a66f4515b2/Flow1.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Trigger: When an action is performed - Dataverse Start your automated flow from a Dataverse ‘Action performed’ trigger. Catalog: (ALL) Category: (ALL) Table name: (none) Action name: Email bounced https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/32ec495e-ccd9-4eca-9687-e1df6baedca4/Flow2.png Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/87546a57-70c8-4658-bf40-63eeb442adec/CustomTableName.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out To use an expression in ‘Table name’ you need to scroll all the way down to ‘Enter custom value’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4ba6bd24-2778-4e90-962c-b851e4fc8816/Domain.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/efc46ecf-709c-4ebc-9e14-30e4f39867da/New+Fields.png Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out New columns to track email address changed date https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/de9d2594-f292-4929-9ac4-5f66d3fb8225/Formula.png Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Formula column to compare Email Address Changed Date and Last Email Bounce Date https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bac06ec5-11b8-4c89-bab3-f57b9201772f/ClassicWorkflow.png Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a829b708-02b7-40a2-84f5-b91405ec903d/111.png Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Update ‘Options for Automatic Processes’ Scope: Organization Start when: Before Record fields change: emailaddress1 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2ddf4f18-9ae6-4ff2-83b5-4f720090559c/SetPrevEmail2.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ba852c50-bd2c-45cc-b2ca-cbfa5ae91818/SetPrevEmail3.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Check Condition If Contact: Email does not equal [Contact: Previous Email Address] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6f8b13c1-db66-4745-8a68-2f6b8daf5ece/SetPrevEmail.jpg Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - If Yes - Update ‘Record’ aka Row Email Address Changed Date: {Execution Time(Process)Previous Email Address: {Email(Contact)} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/24164ba0-7abe-45d4-b05d-b9d81003e61b/WFEnd.png Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out I feel so naughty posting screenshots of these relics EEK! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0eb31fdb-bd13-4c20-b353-2e22606f60ae/Cover3.png Articles - Manage Email Bounces on Lead or Contact Views &amp; Forms in Dynamics 365 Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/time-zone-labels-in-dynamics-365-customer-insights-journeys-events monthly 0.5 2024-11-18 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3fd068eb-e08f-44d9-aca9-4cdc2d3680ee/TimeZoneBeforeAfterEvent.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Make it stand out PS: In the world of Australia, November is summer which still blows my mind on an annual basis https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e4103ef5-2c84-436d-9d45-5b3f29f30a55/TimZoneBeforeAfterEmail2.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/97ef7c12-c99d-4c1a-ac2b-00f654327423/NewField.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Add a new field Create a new text field to store the pretty label which can then be easily used in dynamic content emails. I called mine ‘Event timezone GMT label’ but that’s completely up to you. Be sure to add it to the form as read only. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9090effc-12bd-49b4-b16f-35eaba25fd98/Child1.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Manually trigger a flow Add two inputs to your trigger, be sure to select the correct data type. Both these inputs come directly from the standard Event data fields - the start date and the time zone code. Text Input: DateTime Number Input: TimeZoneCode https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fda87c26-cd40-4d73-ab4c-d8b578c0df1e/Child2.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Find the time zone definition All the data you need to calculate if its daylight savings or not live i this standard Dataverse table called ‘Time Zone Definitions’. Use a Dataevrse List Rows action to find the correct table entry for the time zone using the number code. FindTimeZoneDefinition Table name: Time Zone Definitions Select columns: standardname Filter rows: timezonecode eq ⁠@{triggerBody()['number']} Row count: 1 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4573ff0e-8ef0-4b1e-8b35-afcf3d04a857/Child3.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Calculate the time difference Using the data from the Time Zone Definition we can calculate the hours difference between from UTC and the current date/time and time zone combination. dateDifference(convertTimeZone(formatDateTime(triggerBody()['text'], 's'), first(body('FindTimeZoneDefinition')?['value'])?['standardname'], 'Greenwich Standard Time'), triggerBody()['text']) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cb4dc51d-f78a-4a3e-84a5-433585bba641/Chil4.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Create the GMT offset label Now to pull it all together to say whether its + or - and the difference calculated, with a GMT label. GMT if(startsWith(outputs('HoursDiff'),'-'),'','+') substring(outputs('HoursDiff'),0,sub(length(outputs('HoursDiff')),3)) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/37518c9f-4c87-4ecd-b98c-2a0c4e41d892/Child5.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Return the label to the parent flow The label created in 'the compose action ‘GMTString is then returned to be used in an flow which calls it. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5138286c-c91f-4323-9818-bdfb9bf54a3e/1.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - When a row is added, modified or deleted We need to trigger this flow whenever the start date or time zone is updated to ensure the label reflect an accurate GMT offset Change type: Added or Modified Table name: Events Scope: Organization Select columns: msevtmgt_eventstartdate,msevtmgt_eventtimezone https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/250cc7e4-ca50-4acc-9b92-ddd077118e32/CallChild.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Call the child flow Now we can trigger the child flow created above to do the GMT label creation, we just need to pass in the Event start date and Event time zone which already exist on the event table. ConvertTimeZoneCode Child Flow: CHILD Convert Time Zone Code to GMT Offset including Daylight Savings DateTime: triggerOutputs()?['body/msevtmgt_eventstartdate'] TimeZoneCode: triggerOutputs()?['body/msevtmgt_eventtimezone'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/50c07aa8-51b1-4ffa-9089-5c40f38b7f4e/UpdateEvent.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Update the Event time zone GMT label Use a Dataverse ‘Update a row’ action to update the event field with the label returned from the child flow. UpdateTimeZoneCode Table name: Events Row ID: triggerOutputs()?['body/msevtmgt_eventid'] Event time zone GMT label: body('ConvertTimeZoneCode')?['gmtoffsetstring'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3a73469f-8044-4eec-95de-db9e574cf8ee/EmailDynamicContent.png Articles - Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/make-your-marketing-forms-a-little-bit-more-beautiful-in-customer-insights-journeys monthly 0.5 2025-08-29 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9b845ece-74c6-45af-9c70-cd63d5bf778e/NoCaching2.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Clear the form loading cache to see the latest version of the form https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a486582e-5d29-4636-a045-56ceef9f7f37/Theme.gif Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/97f48a91-032b-4f2b-8682-49ee7a15e2ce/HTMLFOrmat.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Open the HTML window and select 'Format document' to make the HTML/CSS a bit easier to navigate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bf5c44c7-c0d6-48b1-bf8d-fb4a96db1d5e/FindAndReplace.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9d54eb5c-02a2-4f49-b7c1-d7e2c2a54b35/PostSubmitBadGood.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/da4aaebe-8721-496b-a2fb-409edc17f3c1/CSSPostSubmitLogo.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c35fb355-674f-41f1-9818-17bd57907c69/PrefCentreForm3.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d6ad2a28-1726-49e8-a93b-cb9626c8ab52/PrefCentreFormCSS.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/aec80912-f276-4522-8203-c81877a8f72b/RadioChoices.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5cd21100-2fdd-4128-ab1f-9e3384ad3ca0/Accent.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/73098ac7-cce9-4908-aa4b-eec417bbd43c/TabName.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1bbe0a4d-835c-48c2-a520-953fca08071e/FormTitles.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/94ef77d6-6688-43cd-8534-59f5b341f318/DiabledFields.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7b5220cb-09a5-4db2-be73-aba75501e2f2/DisabledCSS.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/80ac9c11-97c8-4ca3-9b57-5539e84dcf2a/DisabledHTML2.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1a9e3949-1b65-4f0b-afa9-9394f98d255e/GapPabbeforeAfter.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d3da0198-7066-487b-86c9-b650f835ff03/Padding.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7a74f4c1-0a06-4226-9352-99dd403946ee/CSSFormSpacing.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/84f80417-a797-476b-99ad-c48031a1c9fb/GAP.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fbf396bc-e92b-4047-97e1-f56d68a4cad0/Favicon.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c318b493-27a8-41a5-a7da-b47b9a6c1129/Favicon+HTML.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Include browser cion references in your compliance profile ‘preference center’ page https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ea3c3131-59b4-496f-bd29-c9cfb1cab583/Files.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Host icons in your marketing library https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ed4943c4-9a74-4d56-b8c3-4967257a623d/TooltipBefore.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bcc191f3-7d85-4fcf-bf9f-427216747525/TooltipBeforeHTML.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dd5bc578-376b-4b3c-a9f3-fca9f3040b00/FormatRequestedBefore.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5bb36a78-34dd-4a88-8075-37ddf7678d17/FormatRequestedBeforeHTML.png Articles - Make Forms in Customer Insights Journeys a little bit more beautiful - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/account-company-name-lookup-realtime-marketing-form-customer-insights-journeys monthly 0.5 2025-01-24 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/71ec38f0-03b5-4a95-b6f8-70056eaf5a4e/FormDoneConfig.png Articles - Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2a535007-cfde-42aa-88fa-0b07edfb55ed/Polymorphic2.png Articles - Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f344a97f-0908-415e-9448-411a2cddd644/AccountName.png Articles - Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9297d67d-17f2-42f0-b7a8-6da8fa771c1c/SecurityRoles.png Articles - Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d0270e59-9d59-44c3-9ef5-682cb3eba39b/edit.png Articles - Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/814c60fa-4431-48b6-8c95-c5d2ca7b6c41/HTML.png Articles - Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b6343971-2942-40db-8b00-fc488cdfb5e5/Configure.png Articles - Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys - Make it stand out Note; if you get issues with saving due to an error about not acknowledging the data as publicly accessible you may need to toggle the 'Make lookup data publicly viewable' to off, save/refresh and then turn it back on. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1ab85250-ee0a-408e-8665-5a536aae5de3/Lookup.png Articles - Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/retrieve-contact-or-lead-data-from-a-segment-in-customer-insights-journeys monthly 0.5 2024-08-19 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f0bbdf30-94f0-4dbf-95f5-a7205fa98749/OpenRow.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/42cc57fc-c163-4957-9cbb-0a00d1a7e5d6/InOut.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4afe1acb-f375-4cb8-867c-c6a65f33c1e6/1.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Start with a ‘When Power Apps calls a flow (V2)‘ trigger There are three text inputs that you need to add: VirtSegGUID - the msdynmkt_virtualsegmentid column from the msdynmkt_virtualsegment table UserAzureGUID - the calling users Azure/Entra ID Table - the table name of the segment members which is lead or contact https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/19c1ad68-ae00-489d-8c8d-0028b06461bd/2.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Find the calling user in Dynamics 365 I don’t care much about the row that gets returned, the only reason for this action is to obtain the environment URL to use in the next step. It’s guaranteed that the user will have access to read their own user record so it’s reasonably bomb proof. Add a ‘Dataverse - List Rows’ action. Action name: GetUser Table name: Users Select columns: systemuserid Filter rows: azureactivedirectoryobjectid eq '[UserAzureGUID]' and azureactivedirectoryobjectid ne null Row count: 1 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cfc0672b-e431-49ed-ad36-0455efe16759/3.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Retrieve segment member GUIDs We can query the segment to return the GUIDs of all the segment members using a HTTP Request. Add a ‘HTTP with Microsoft Entra ID (preauthorized) - Invoke an HTTP request’ action. Action Name: GetSegmentMembers Method: POST https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b1916625-f421-44f5-94dd-f70945ee38b6/3+Connect.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Make it stand out If you haven’t used this connector before you will need to create the connection, using your dynamics 365 base URL in both boxes like this. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/89c23b98-0e40-4f1c-91b4-4edbf4343bd1/4.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Initialize an array variable We will use this to capture the data to return at the end of the process. Add a ‘Variable - Initialize variable’ action: Name: MemberArray Type: Array https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/418ee827-f249-443e-88c4-ad286b8355b8/5.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/32dce488-65b9-44fd-a700-3f2e9d140a56/6.1.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/be946672-1b7b-41df-8e17-4f99d24ceb9e/6.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1adcc731-ad43-4517-8229-a2d1f411144e/7.1.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Merge your chunks After each Dataverse query we need to combine the current items in the MemberArray with the additional chunk of data. Inside the Apply to each action, add an action ‘Data Operations - Compose’: Action Name: Merge Inputs: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8140bd1b-f96b-46b9-baa6-e8b13ad12aa3/7.2.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Set the MemberArray value Update the MemberArray variable with the new combined set of data, make sure you use ‘Set’ not ‘Append’. Inside the Apply to each action, add an action ‘Variable - Set variable’: Name: MemberArray Value: outputs('Merge') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8ce04f16-c0f2-40d4-882f-bd5b7e6daee0/8.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Respond with data Finally, we need to send the data back to our custom page (or wherever else you want to send it), using a ‘Response’ action gives us the ability to return an array rather than individual outputs of text/number/boolean. It is really important that you define the Response Body JSON Schema otherwise the Custom Page/Canvas app does not recognise the data as being available and you won’t be able to build a gallery to display the data. The response body needs to include the lead and contact data attributes, it’s ok if the data isn’t returned it will just show as blank. Remember if you add attributes into the FetchXML, you need to also define them here so that they are available as data. Status Code: 200 Body: variables('MemberArray') Response Body JSON Schema: (example below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f30b9edd-f030-4f0a-acdd-2ea01d39f87f/E2eE.png Articles - Retrieve Member Data from Customer Insights - Journeys Segments in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/browse-search-realtime-segment-membership-contacts-leads monthly 0.5 2025-04-24 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ab1b12ee-9bc3-49da-a597-d37728cca833/UselessGrid.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8f9bd724-0abc-4622-a0b6-be232da5c7d7/RTMSegmentBrowser.gif Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out I built a really cool custom page to browse and search segments in real-time marketing! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/548f3a5b-ee57-46ab-a1f2-08a69502f869/Get+varEnvURL.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/18d1ecf0-3eb4-44f5-b3e9-fd7212ce4c1b/GetEnvURL.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Add the flow into your cutome page, then in the OnStart property of your custom page use the below expression to call the flow and retrieve the ‘Environment URL’ Set(varEnvURL,'BUTTON|GetEnvironmentURL'.Run(User().EntraObjectId)) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/87488888-1ae5-4dc9-88cf-0341dda9b901/GallerySDegment.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ca402afb-3aad-443f-9e78-7329afd6481b/SegGallery.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ccb7db24-1118-4090-80a3-1c5dc2b28f0d/LaunchIcon.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/43a5657d-6025-4cb4-8d41-a8d9f5294910/SegCurrentItem.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f62a86e7-1a2b-430f-a659-a4ab3735400b/Status+Message.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1e08add0-64df-413a-8785-b161e2b50b50/ButtonStatusMessage.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d117e434-6e07-4bf8-a92a-53831ecf9370/FlowPreview.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/293c1e81-1b58-4fbf-a89c-1d5f0c96bf7c/LoadMembers.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5dfb984a-fa18-40ea-9f6f-35148f5c4192/SearchBox.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/eefe8a93-8093-4967-b0b7-13bb3a0522c4/MemberGallery.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ae8193ea-49ec-4fa0-8d44-b7bfc2a42026/BaseEntity.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out How to see if the segment is based on leads or contacts https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b0fcfa77-25bb-43b1-862b-91d6dcc6008e/FullNameLabel2.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f9ebfe66-5aca-4bb8-8fc1-528a23ee9ca8/Account.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0b25ef33-86d9-4d1e-a149-5e00938d3de7/StatusOrContactMethod.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/067ed517-0677-4b83-8534-ba6a1a9f1ef1/Icon.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3bb64d92-fbe1-423e-89cf-7d1f821df08a/GallryVisible.png Articles - Browse and Search Segment Membership in Customer Insights - Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/trigger-a-power-automate-flow-from-a-custom-button-in-dynamics-365-or-dataverse monthly 0.5 2024-06-24 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c9fc950e-8ebe-43cb-ad2d-343b45d002fe/SuccesssGIF.gif Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f15910a9-2df8-4669-b0ae-f35f31c2103e/CreatePage.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1ce097fd-38be-4bd0-af53-6e66dd733268/PageSettings.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Update page settings Update the settings of the page for it to be modal sized when it’s launched in the model-driven app. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/183a76cc-b39b-41de-964d-e9ba7a4ed759/1.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Create a flow From the custom page canvas, create a new flow, choose ‘Create from blank’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d635e195-05f8-4017-b959-5def7268e81b/4.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Add an input and placeholder magic Ensure the trigger is using the ‘When Power Apps calls a flow (V2)’ trigger. Add a text input for ‘RecordId’. Add a Data Operation > Compose action and for now just add some text. What you actually do with your flow to do is entirely up to you. You will probably what to start with Dataverse > Get a row by ID and use the RecordId input as the GUID reference for the row the flow is running against. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5dd5983b-fea9-40fa-a513-76fa7383874c/2.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Respond On Success Next, add a new PowerApps > Respond to a PowerApp or flow action. Rename to ‘RespondSuccess’. Add the below outputs (‘DocumentURL’ and ‘FolderURL’ are there as an example but ‘Message’ is important for later). Type: Text Title: DocumentURL Value: ** useful thing created in the flow 1 ** Type: Text Title: FolderURL Value: ** useful thing created in the flow 2 ** Type: Text Title: Message Value: ** the message to show to the user when the flow successfully completes ** e.g. ‘PDF generation completed successfully’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9191da94-c0b5-435f-a0d3-6e62570088b9/4.x.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Add a Parallel Branch Above the ‘RespondSuccess’ action select the + and ‘Add a new parallel branch’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f0aa2584-4dfe-42d9-8321-575028620c52/3.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Respond On Failure Take a copy of your ‘RespondSuccess’ action and paste it into the parallel branch. Update the name to ‘RespondFailure‘. Update all outputs to ‘null’ except ‘Message’. Type: Text Title: DocumentURL Value: null Type: Text Title: FolderURL Value: null Type: Text Title: Message Value: ** the message to show to the user if something goes wrong ** e.g. ‘There was an error creating the PDF’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f643e505-a15a-4ce0-b2c4-f3bbf55924c7/5.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Configure the Failure Response Select the ellipsis (…) on the ‘RespondFailure’ action. Choose Configure run after. Update each of the actions to allow the ‘RespondFailure’ action to run after has failed, is skipped & has timed out. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d1fff49c-77f7-4b30-8d92-8cfead4caeb9/E2EFlow.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Check your flow looks something like this once you are done. Save your changes and return to your blank custom page. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2f0cfd32-afe6-4ee7-af5d-345918160ee0/BlankScreen.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Your custom page should now show the flow as available ‘in your app’. All time best meme imagery optional. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/78f5da4f-4090-458b-9cb1-305cb0ca3990/CheckPointPage.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Now is a good time to check everything is working ok and that you can launch the modal page from within your app successfully. Nothing is going to happen when the modal opens at this stage, but it will after the next part. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b43d2759-edcd-4bfe-88a0-4b79f6822408/AddDataSource.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Add a Data Source Select ‘Data’ from the tree view menu, and ‘Add Data’. Select the Dataverse table which your button has ben added to, in this example I’m going to use Account but this can be any Dataverse table. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a2bab4f6-c530-430c-9deb-f7c2921200af/OnStart.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5654d963-52c7-4649-aa14-2fcf24af19bb/OnStartBreakdown.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f3a9fdc6-bed2-43e0-95aa-44ffb466b1c6/Button1.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Add two buttons which will take the inputs from the flow response for ‘DocumentURL’ and ‘FolderURL’. Update the properties: Name: BtnOpenPDF OnSelect: Launch(varFlowResponse.documenturl) Name: BtnOpenSPFolder OnSelect: Launch(varFlowResponse.folderurl) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bbd03f03-e95c-4db3-99de-b19f3e0fd782/Label.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Add a label and set the ‘Text’ property to varInProgLabel https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/10259b21-592b-41ea-b409-b2d016725dfd/LabelMapping.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out The varInProgLabel is set from the flow response ‘Message’ and shows up in the label. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4dc447f0-090c-4968-901d-a4005db84e26/RunOnStart.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out This should run your flow and your responses should come back to the buttons and label you created above. You can also check in your flow run history to see if that ran ok too. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d97d3541-2ceb-4d4f-874c-91993540c146/Check.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out You should be able to see the label return your ‘Message’ text from the flow response, you can click the buttons to check the URLs provided are there, or click on the OnSelect code and see what values are behind the buttons. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d425469a-6bf1-409a-9738-872d97649c89/TestData.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Remember - if you want to go and test the page within your modal driven app you need to comment out the testing code before you publish otherwise it will only every run with the hard coded test GUID no matter where you click the button from! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/37567ce4-ce6e-4ea4-af61-89eb30665996/InProg.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Show an ‘In Progress’ Spinner & Label It’s important to let the user know that something is happening, and what better way to do this that with a label and a lovely spinner GIF. Add an ‘Image’ control and upload your desired spinner GIF or loading image. It will only show when your flow is in progress by updating the below properties: Name: SpinnerGIF DisplayMode: DisplayMode.View Visible: varInProg In support of the pretty spinner - use some words to tell the user what’s happening. Update the ‘Label’ control you added earlier with the following properties: Name: InProgCompleteScreenLabel DisplayMode: DisplayMode.View Text: varInProgLabel Visible: !IsBlank(varInProgLabel) Color: If(varComplete&&IsBlank(varFlowResponse.documenturl),Color.Red,SoftBlack.Fill) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3ee1aaed-24be-4316-86cb-084e672d9fbf/Err.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Show a ‘Complete’ Icon & Label Once the flow is complete the spinner will disappear so lets replace that with an icon. Add an ‘Icon’ control (choose any, we will update the property to change the icon using conditions next). It will only show when the flow has completed. The completion could be good and it could be bad so lets handle both. The assumption here is that if my document URL returned from the flow (varFlowResponse.documenturl) is blank, something went wrong. Name: CompleteIcon Icon: If(IsBlank(varFlowResponse.documenturl),Icon.Error,Icon.Check) DisplayMode: DisplayMode.View Visible: varComplete Color: If(varComplete&&IsBlank(varFlowResponse.documenturl),Color.Red,SoftBlack.Fill) The label is already set up from the steps above for ‘In Progress’ as the message comes back from the flow and updates varInProgLabel. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e91a68a2-a207-4be7-9c5b-ba02fcfee7c7/Vuttons.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5d4447ff-8fcf-4861-83aa-a432fb0fd317/CancelRun.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/51e38ded-97af-4adb-8343-ffef5db0ba9b/Deactivated.png Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b7045c26-a2c8-4439-9489-f91d5f460bb6/FailGIF.gif Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/59bc9cb4-8ae9-4c7c-a50c-08ceff363342/SuccesssGIF.gif Articles - Trigger a Power Automate Flow from a Custom Button in Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/view-merged-lead-contact-or-account-details-dataverse-dynamics-365 monthly 0.5 2024-06-10 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8c6c05d6-f1d2-4a13-97c7-87dfc3136979/MergeDeactivated.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8ce1ba53-60be-433d-94f5-482ae12e9317/MergedFinal.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/04e14120-d947-4847-882f-03374d0c04ad/1.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Create an ‘Automated’ flow The merge action is initiated with a Dataverse action, which we will use as the trigger to the flow. Add a trigger Dataverse > When an action is performed Catalog: (ALL) Category: (ALL) Table Name: contact Action name: Merge https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b2a17ac4-7878-454b-9bf7-ba0b33495400/2.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Get the deactivated Contact row Suring merging the ‘subordinate’ row is deactivated, we need to get the row so we can retrieve data for the details of what was updated. Add a new action Dataverse > Get a row by ID Action Name: GetDeactivatedContactValues Table Name: Contacts Row ID: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/15dd194e-9035-4bb8-8570-b90e0263700f/4.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Initialize a variable This will be used to capture the human readable version of the updated columns. Add a new action Variable > Initialize variable Action Name: FormattedUpdateContentResponse Name: Response Type: String https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f4505d00-582a-45de-8d75-9ce9bebcd3bb/NULL.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Add a condition to check if any values were merged from the deactivated row When merging, you can choose what data to take from the subordinate row (i.e. the one you are deactivating) so it’s possible that there are no values to show here. The details on what was merged from the subordinate are stored in a property called ‘UpdateContact’. So first we check if there is anything updated. Add a new action Control > Condition Action Name: NoValuesTakenFromPreviousRecord Condition: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/39308035-f5c2-46ca-b491-16b025570f32/MergeWixard.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out The Merge function allows you to choose which values you take from the subordinate record before it is deactivated. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b35de496-0428-49ae-bdbd-df99639ac0a1/BeforeAfter.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out The ‘UpdateContent’ message in merge displays all the values taken from the deactivated row in a not human readable format https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6bedea4b-48ab-46d2-a7ff-a87bc1def5f9/5.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/82c30131-993c-4b85-8b0e-a8d74106a190/5.1.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Connect to HTTP with Microsoft Entra ID (preauthorized) In the No branch, add a new action HTTP with Microsoft Entra ID (preauthorized) > Invoke an HTTP request. You will first need to create the connection - this is a connection reference which is defined per environment and will be set up during the solution import to another environment without making unmanaged changes or completing post deployment steps. You cannot use an environment variable here. Identify ‘Your Environment Base URL’ by opening up one of your model-driven apps and copying everything before /main.aspx… from the URL e.g. https://farmers.crm6.dynamics.com. Base Resource URL: [Your Environment Base URL] Microsoft Entra ID URI (Application ID URI): [Your Environment Base URL] Then ‘Sign in. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8e3951a4-1366-412e-ae90-a3938586010d/5.0.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out Don’t say that I didn’t remind you! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600573e-509f-44df-ab08-313195278259/6.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Invoke an HTTP Request for Column Metadata This action identifies the metadata of the Contact columns we need to transform the values into a human readable text summary. Action Name: GetDisplayNames Method: GET Url of the request: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/130a19ea-8e65-4d1e-a63d-773498b31c9f/7.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Apply to each merged column For each value column that was merged from the subordinate up to the parent row, we need to convert the value into a human readable format. Inside the No branch, below the ‘GetDisplayNames‘ action. Add a new action Control > Apply to each Action Name: ForEachLine Select an output from previous steps: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5fee391e-9ccd-4dd3-b232-fc71e1385492/8.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Compose the human readable version of the values As you saw above, the format of the response shows choice columns as numbers, lookups as GUIDs and currencies unformatted. This action will convert each value into it’s lovely human readable version. I’m sorry for the terrifyingly long expression, its a bit scary. Add a new action Data Operation > Compose Action Name: logicalname Inputs: (below) Add a new action Data Operation > Compose Action Name: Value Inputs: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6ab960db-3316-48e8-81f8-7c738f249d20/It+Works.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out I know this looks wild generating formula dynamically but seriously it works - even on lookups and choices! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6ac5905e-0fd7-413e-b7a2-01b144f47117/9.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Query metadata for display names Inside the for each loop - now we need to transform the name of each column from the logical name into the display name e.g. ‘firstname’ -> First Name. Ada new action Data Operation > Filter array Action Name: FilterDisplayNames From: outputs('GetDisplayNames')?['body/value'] Condition: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/23268098-a930-4bdc-98a3-017dc4ddb382/10.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Compose the display name Inside the for each loop - not essential and could be skipped but handy for tracing any issues. Compose the display name found in your filter action. Add a new action Data Operation > Compose Action Name: DisplayName Inputs: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/11bc868f-8ded-4fca-a168-bcaf7e7752f9/12.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Append the display name and value to the string variable Inside the for each loop - formulate your ‘FormattedUpdateContentResponse’ variable with a summary of each value and its display name taken from the subordinate row. As we are creating a Note with the outputs, using <br> adds a line break between each line. Add a new action Variable > Append to string variable Action Name: AppendFormattedUpdateContentResponse Inputs: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cf719ebd-4be6-4ced-af4b-4df98a59f037/13.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Format the note text Outside of the for each loop, but inside the ‘No’ branch we can just tidy up the text to add to the note into a compose step. The substring formula removes the final <br> from the text, and the <br> above the message helps to format the note nicer when its combined with the other details. Add a new action Data Operation > Compose Action Name: FormatPrevRecordValues Inputs: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/42a37ab9-4127-43f8-93a3-11aba9021665/14.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cd0f2d6b-cdef-4dce-a9c7-abfc918ec8bf/MergedFinal.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out Add a note in the timeline to show when a row has been merged into, and also what data has been updated from the deactivated row https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5afee1f0-5809-4abb-8365-570cd3281b13/E2E.png Articles - View merged Lead, Contact or Account details in Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/dataverse-choice-choices-conversion-in-power-automate-child-flow monthly 0.5 2024-06-09 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7782efc1-fd3e-4b67-879b-8b2d9d5b9d7d/IN+Action.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a96467de-976b-425b-807c-8da97f2af75f/1.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Create an ‘Instant’ flow Select the trigger ‘Manually trigger a flow (flow button for mobile)’. Add the following inputs: Name: LogicalNameColumn Type: Text Hint text: eg. preferredcontactmethodcode or lab_primaryindustry Name: LogicalNameTable Type: Text Hint text: e.g. contact or lab_cpdactivity Name: Conversion Type Type: Text Drop-down list of options: Label to Value; Value to Label (How to add a drop-down list of options) Name: Choice Label or Value Type: Text Hint text: The label or value you want to convert https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a3997032-a43e-4722-8e1f-7228287bc2ea/2.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Initialize a variable Add a new action Variable > Initialize variable Action Name: Response Name: Response Type: String https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a1880ad9-89da-414a-a3dd-daa4bb051618/3.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Get the environment URL Instead of using a static value, environment variable or making it an input to the child flow, we can dynamically determine the environment URL using a list rows action. I used Business Unit because inevitable and environment cannot exist without one, but the result is not even dependent on one being found as we use the URL from the action rather than the results. Add a new action Dataverse > List Rows Action Name: GetODataURI Table Name: Business Units Select Columns: businessunitid Row count: 1 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3bbb5ca0-3bee-4187-a49f-aecec200ed2b/4.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Compose the Metadata Base URL Add a new action Data Operation > Compose Action Name: MetadataBaseURL Inputs (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cd4fd4da-ac2b-46e5-bd4f-2102cfe0dd42/5.1.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Connect to HTTP with Microsoft Entra ID (preauthorized) Add a new action HTTP with Microsoft Entra ID (preauthorized) > Invoke an HTTP request. You will first need to create the connection - this is a connection reference which is defined per environment and will be set up during the solution import to another environment without making unmanaged changes or completing post deployment steps. You cannot use an environment variable here. Identify ‘Your Environment Base URL’ by opening up one of your model-driven apps and copying everything before /main.aspx… from the URL e.g. https://farmers.crm6.dynamics.com. Base Resource URL: [Your Environment Base URL] Microsoft Entra ID URI (Application ID URI): [Your Environment Base URL] Then ‘Sign in’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/56345137-fec2-4bc5-90dd-2d2a25f275f1/5.0.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Don’t say that I didn’t remind you! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b29ee075-1128-47fc-88fe-e2a396080e31/5.2.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Invoke an HTTP Request for Attribute Metadata This action identifies the type of column we are working with. Choice = PicklistAttributeMetadata Choices = MultiSelectPicklistAttributeMetadata Action Name: GetAttributeMetadata Method: GET Url of the request: outputs('MetadataBaseURL') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5d8a19dc-55fe-4dcf-93ef-c95701d0d3aa/6.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Compose the Column Datatype This will be helpful later on when sending back the translated response. Add a new action Data Operation > Compose Action Name: Datatype Inputs: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/355cb46e-e846-4f6b-b49f-c584a1fe927e/7.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Invoke an HTTP Request for Choice or Choices Metadata Now we know the type of column we are working with, we request the metadata we need. Add a new action HTTP with Microsoft Entra ID (preauthorized) > Invoke an HTTP request Action Name: GetChoiceMetadata Method: GET Url of the request: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b376bf5f-517e-4628-ad41-26b8bb29ac2e/Choices.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out For a bit of context - here is some examples of the data ‘Labels’ and ‘Values’ for Choice & Choices columns https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1abf4a29-a6bc-4541-a0ae-ea91effd5d0a/8.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Apply to each label or value As the flow support single and multiple choice inputs, we need to convert each value accordingly. For Choices the input will be comma separated if is Value to Label and semicolon separated if its Label to Value. For a single choice the split() function will not find anything to split and it will loop only once. Add a new action Control > Apply to each Action Name: EachValueOrLabel Select an output from previous steps: (below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9762a949-a046-4c54-a011-e262deaf95cd/9.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d10cbaee-e965-448c-8f7e-fa6acf661fe7/10.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c2b961bf-7959-4fe9-9134-e3b638d0ba93/11.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Append the value to a string variable - comma seeprated Now we need to append the value onto the ‘Response’ string variable we created earlier, separated with a comma. Add a new action Variable > Append to a string variable Action Name: AppendValue Value: (below) followed by , https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/45801a0c-d74c-46cb-ac20-35de62c660e6/12.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bb519fbf-83d6-4260-afa8-8d081081d8c0/13.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Append the label to a string variable - semicolon and space seperated Now we need to append the label onto the ‘Response’ string variable we created earlier, separated with a semicolon. Add a new action Variable > Append to a string variable Action Name: AppendLabel Value: (below) followed by ‘; ‘ (semicolon+space) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/808ea241-5fba-450b-8831-11ae79f69107/14.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/974f1c7e-6612-4478-a3b9-c2356ac3133b/15.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/076b69b3-b88a-43df-b49d-6fd50a4615d7/x.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d0da2725-2b34-4c35-8881-d340468767e3/Test1.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out A good out of the box example to test is the ‘Preferred Method of Contact’ on the Contact table. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0213299a-9ddc-496d-bea1-c381cb364dfd/Fax.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Using the above table & column as an example manually test your flow to turn Label into Value: LogicalNameColumn: preferredcontactmethodcode LogicalNameTable: contact Conversion Type: Label to Value Choice Label or Value: Fax https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c7f1399c-3faa-4220-8940-eea5dcdf66c8/Test2.1.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out The same for Choices columns too, for example using the above table & column as an example you can manually test the flow to turn Values into Labels https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ba957554-75ac-4dfc-b9ef-dd86c5b647a4/Test2.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out LogicalNameColumn: lab_tradingregions LogicalNameTable: contact Conversion Type: Value to Label Choice Label or Value: 2,3,4 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bf8ac886-a827-4d94-badd-e8e31fc51600/Test3.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out LogicalNameColumn: lab_tradingregions LogicalNameTable: contact Conversion Type: Label to Value Choice Label or Value: Africa; Asia; Caribbean; Central America; Europe; North America; Oceania; South America https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d300f592-f2a0-4f64-a9fb-8110d467e3d9/IN+Action.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c01d5b73-546f-4e9b-84f1-b3c4ae3a693c/FlowE2E.png Articles - Dataverse Choice &amp; Choices Conversion in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/segments-in-customer-insights-journeys-marketing-consent-compliance-opt-in monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7fb9c240-cdb6-4b4b-9fed-c694d8814653/ConsentMap.png Articles - Segments in Customer Insights - Journeys: Consent, Purposes and Topics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/48bf678a-d4b3-4c84-baef-abe695f8baf0/Purpose+Segment.png Articles - Segments in Customer Insights - Journeys: Consent, Purposes and Topics - Make it stand out I am yet to find an environment where this option was missing from ‘Related tables’ so you should not need to add this one in. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1d23dc9d-5630-4e97-93d5-537c0bc60bb7/Purpose+Consent.png Articles - Segments in Customer Insights - Journeys: Consent, Purposes and Topics - Make it stand out Filter by purpose type https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/41bfdec6-a362-467c-b60d-e3e000618f45/TopicSegment.png Articles - Segments in Customer Insights - Journeys: Consent, Purposes and Topics - Make it stand out Filter by specific topic and purpose type https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6e6be9d7-0390-481b-8ea3-5b4d88436bb6/DeliveryIssues.png Articles - Segments in Customer Insights - Journeys: Consent, Purposes and Topics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/force-dataverse-rollup-column-calculation-in-power-automate monthly 0.5 2024-07-18 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f6fa5b09-8a02-4e8c-bbe0-d0cf9f3c1479/Cover2.png Articles - Force Rollup Column Calculation in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6cc0dc6e-1fce-489e-b779-16e5b9bd0fde/Compose.png Articles - Force Rollup Column Calculation in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d29305c6-3a78-4f1c-bc11-1d671e7a1d49/Entity+Set+Name.png Articles - Force Rollup Column Calculation in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/453c56c9-75e8-4d69-af32-b9aa42489fe0/Row+Uniqueidentifier.png Articles - Force Rollup Column Calculation in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b562c5b3-7b53-4a71-8a21-c5530747cfaa/Logical+Name.png Articles - Force Rollup Column Calculation in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/864b1b31-270a-4311-8cd7-a344599e7732/Connect+HTTP+Trigger.png Articles - Force Rollup Column Calculation in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ba42529f-9f81-4360-a141-fda459927687/RollupGETRequest.png Articles - Force Rollup Column Calculation in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/segments-in-customer-insights-journeys-member-view-insights monthly 0.5 2024-04-26 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/93cf6b08-c772-46fd-a1e8-447b06a7488c/ColumnsMember.png Articles - Segments in Customer Insights - Journeys: Add columns to the member grid view - Make it stand out The members and insights view showing extra useful data to help you verify the segment query https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3e671e22-59c4-46e2-b5d9-f379f00bed08/Topic.png Articles - Segments in Customer Insights - Journeys: Add columns to the member grid view - Make it stand out Add the ‘Topic’ column for the Lead segment member view https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5704a02d-f9b6-4881-abdd-4e68fd591b01/CompanyIndustry.png Articles - Segments in Customer Insights - Journeys: Add columns to the member grid view - Make it stand out Add the ‘Industry’ and' ‘Company Name’ column for the Lead segment member view https://www.ameyholden.com/articles/contact-point-communication-tab-custom-form-realtime-marketing-leads monthly 0.5 2024-09-11 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f51b98a7-3c79-4a81-bbc8-4c4bfeddc2e9/NewTab.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f0774665-04aa-483a-9eec-7651ec98a79a/ControlFocus.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/341e17d1-b7d4-491b-880b-d551e333c721/New+Tab.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out A tab clearly labelled to show that this is where the communication control tab should be (we can change this name later but having an obvious name will help you dig around in the XML a bit more easily in the next step). See below ‘GIVE ME THE MARKETING CONSENT TAB’ as an example. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8fb16c2d-91e2-48b1-9ed8-dde77904f179/Toggle.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out Add the ‘Do Not Bulk Email’ column to the section, (or any other yes/no column you can find). Configure the ‘Toggle’. Save and publish your changes. Note: the reason for this is to ensure that the ‘Control'Descriptions’ tags are available in the form XML when you edit later, this toggle will be removed after you complete the XML changes. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1aab89cf-2bf4-45ea-b758-3467a940bcda/Updated+Form.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out If your form looks like this you are ready to go - export as an unmanaged solution. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cdab5a94-55f4-4911-9823-c0cfc8c7ebad/Extract.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a8e0cd75-5034-4f97-892c-c7b4707435a5/Tab.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/db156c34-f67c-4e24-8667-3d33bcb23863/Control+2.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6c54af31-abb0-4653-8d34-90d635c8f48c/Compress.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3f1eff7a-69e4-40a3-bf0d-14b5b1db4891/Import.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b681b87d-d2fa-46c0-bf5c-7b9e1c6883b9/NewTab.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out Of course you can now open the Lead form from the maker studio to edit your tab label accordingly, publish. Go forth and consent manage! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2c732352-56e5-4b00-94ab-8ce03e8a4620/MVW.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out How to use the control, security role configuration and how to add to a Contact form which is possible without editing the XML can be found here (thanks Megan!) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cf2abb45-57f1-4ce4-a6fc-e00ac84f2fff/Default.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out I strongly recommend to never use the default compliance profile, and also to hide it from the communication tab too https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c563f25d-2244-4ec6-88c5-86b0e4211e3f/Bonus.png Articles - Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms - Make it stand out In the ‘Setting’ area of the Customer Insights - Journeys app - Deactivate the ‘default’ compliance profile (please!) https://www.ameyholden.com/articles/segments-in-customer-insights-journeys-quote-product monthly 0.5 2024-03-25 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8c103cdd-c6ed-44c2-89b4-8737a5983dd4/UnabelTOAdd.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out If this looks familiar, or your brain has exploded trying to understand the pathways - this ones for you. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b4b1c89f-7d36-4602-9ca4-91a61cc90843/Relationships.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out The relationship from Contact to Quote product uses a ‘Customer’ lookup which could be directly to a Contact or an via an Account https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/54189b43-2ae7-4d05-a23b-517507caa80e/Contact.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out If the ‘Potential Customer’ is a Contact its pretty simple. Quote Product > Quote via Quote > Contact via Potential Customer (Contact) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/79f66805-3ace-4a8b-bf67-1aa661b1bd1e/Acc.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out If the ‘Potential Customer’ is an Account there are a few ways you may want to decide which contacts to use such as the Primary Contact Quote Product > Quote via Quote > Account via Potential Customer (Account) > Contact via Company Name (Account) OR the Contacts associated to the Account Quote Product > Quote via Quote > Account via Potential Customer (Account) > Contact via Primary Contact https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/38442b76-8409-4448-87d5-9f0fe68e7595/AccContact.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/de900c9f-5633-43ae-9d17-52fa6a54ede2/RelationshipPathways.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out You may want to use a combination of the above relationships also, so here is an example for each of the three possible pathways from Quote Product to Contact(s). https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d32900a9-457b-4616-92bc-9d7d14f21f7d/Create.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/533a0163-a0de-46d0-85f4-e7dc378c4abf/AddQuote.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bb81c07c-9276-46d7-bfac-7409aa8e5d8a/1234.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/01d1a306-d32a-48f1-a08f-8153a77349df/QP.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e8a2c37b-6f94-4c74-a72e-84ece182a385/QPAdd.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c78915f0-04df-4d5d-a187-87e0450ea375/QPEnd.png Articles - Segments in Customer Insights - Journeys: Quotes &amp; Products - Make it stand out Your segment is ready - remember you can change ‘is’ to ‘Is In’ to include multiple products in the ‘Existing Product’ line. https://www.ameyholden.com/articles/use-realtime-segment-membership-power-automate-dynamics-365 monthly 0.5 2024-08-12 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a4fcd851-9332-49cf-b452-0f40de88f205/Bounce.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2b9454af-e8c5-4f6e-8e86-c3ea6d36b077/HardBounceSegment.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out A segment for contacts who have Hard Bounced one or more marketing emails https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/543d5e61-6a8e-4cde-b033-16f86d82ed1d/InteractionTImeframe.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out Filter the bounce interaction to the last 3 months https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/85fee26b-e123-4d5a-bfae-053652a37386/Ready.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8b1a78d1-2aa8-42dc-ac76-f77f1a00dcf2/VirtualSegment.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out How to find the Virtual Segment (msdynmkt_virtualsegment) ID https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/34ef8487-3795-40e4-bd13-7759de7add1a/Start.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Manually trigger a flow - Flow button for mobile For the purposes of this demo we will manually trigger the flow and pass in the Virtual Segment ID as a text input ‘Virtual Segment GUID’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4bfe2f8f-a735-4795-8f44-2adce08afcb8/HTTP.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Invoke an HTTP request - HTTP with Microsoft Entra ID (preauthorized) Name: GetSegmentMembers Method: POST Url of request: https://orgname.crm6.dynamics.com/api/data/v9.0/msdynmkt_MembersList Body of the request: { "SegmentId": "[Virtual Segment GUID]" } https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5e3a9e8d-7773-45f3-b69c-c42bf0f2c0f9/CreateConnectionAzureADHTP.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ebddf7ba-cbb5-4466-a04c-1eccb3a463f6/ParseMembers.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Parse JSON - Data Operation for memberIDs This action parses the HTTP Request outputs so that you can get the array of Contact or Lead GUIDs, know as ‘memberID’ Name: ParseMembers Content: json(body('GetSegmentMembers')?['ResultText'])?['members'] Schema: https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/17fa36c9-5312-4969-8240-0a15b73ae02b/Apply+to+each.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Apply to Each - Control & Compose - Data Operation In terms of what you do with the Lead or Contact GUIDs that’s up to you but this shows you how you can create an Apply to each and loop through each segment member to apply an automation (such as delete, update etc.) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1c9c98c3-e8ff-4614-be86-e831fdabb4de/Apply+to+each+example.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out A sample output from the apply to each action, just a lovely little GUID looking for a job to do. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f902a1cc-2d71-43c2-8211-cea66f5366e5/ParseResults.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Parse JSON - Data Operation for the full HTTP Request outputs There are a few more bits of information that are returned other than the member ID array so using this Parse JSON action you can easily extract that information too. Name: ParseResults Content: json(body('GetSegmentMembers')?['ResultText']) Schema: https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/15f65919-af5f-43ba-b553-87c0dbb2954d/ParseResultsOutputs.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out Additional properties available from the ‘ParseResults’ action https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f0395fd8-1992-4533-9527-b1792f0799cc/TestFlow.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/24cb078c-3eb9-45c6-8d05-6cd5def41218/Cover.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a4bf1e61-2956-41b5-96a2-2055a82b6983/E2EFlow.png Articles - List Segment Members from Customer Insights - Journeys in Power Automate - Make it stand out And if it doesn’t help please send all complaints to cleo@ameyholden.com https://www.ameyholden.com/articles/segments-in-customer-insights-journeys-nested-and-or-subgroup monthly 0.5 2024-03-03 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/429a3027-f65c-43da-83f2-6dd110fd3af1/SubGroups.png Articles - Segments in Customer Insights - Journeys: Nested Conditions Grouping can be up to 4 layers deep https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b3594569-b57b-4035-9965-0bdee562a5e5/AddSubGroup.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Creating groups I find it much easier to first, create the groups and sub groups, then start adding attributes using the numbers as reference marks on where I want the attribute to land. The first layer of subgroup can be added using the ‘+ Add a subgroup’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a8c07114-b448-4089-bfb4-97132e8d99e3/Structure.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Laying out the structure first, and then filling in the blanks with attributes helps to stop getting lost in the weeds https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/abfbfa8b-7df2-40d3-aa9b-2d4939884511/Final.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Nested conditions for a Contact one to many relationship https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cf5fe190-e1b4-47f1-b706-2e9ef4b0549a/Create+Segment.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2b2b11b5-d3bb-4c57-9dc4-e63682e8fb02/AddContactGroup.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/79dd7c2b-6706-4fd4-9bdc-4bc39cbd7538/AddGroup2.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7043e3e3-c324-4a29-aaa4-ecad8b71f56e/GroupsAdOr.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Three subgroups using an overarching OR https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2091f631-eba8-4136-83aa-b8372d64db45/AddToExisting.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5b52ced3-12bd-4d60-91b0-a5750678d771/Contact+to+Lead+Pathway.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out You may have to map this pathway multiple times throughout the segment building, just make sure you are consistent in the pathway you use! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/adb72134-023b-4d11-8919-48caaf316001/AddAnother.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dfee388a-46db-4ddb-a4a1-3f7265f93a9f/CheckpointGroup21.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ce1a564f-af59-4bb9-8548-281ba364fbb2/Group2.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/08508506-7446-4bb8-8f96-a97f64369128/Froups2.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4494b89d-e2be-4170-99ba-086d8571f19c/ContactCOndition.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/296d49d3-36e8-4523-bcd3-1cb877333462/ContactCondition2.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Define the conditions for the Contact This can be as extravagant or minimal as you wish. If I’m creating a segment for emails I will always ensure to only include contacts with emails to ensure my segment represent the true potential reach. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/beed8e40-397b-49f9-9d1d-8368115b5089/FinalStamps.png Articles - Segments in Customer Insights - Journeys: Nested Conditions - Make it stand out Creating the group layout then filling in the attribute/conditions has been most helpful for me in structuring queries in the new builder - I hope it helps you too! https://www.ameyholden.com/articles/segments-in-customer-insights-journeys-activities-email-appointment-phone-call monthly 0.5 2024-01-19 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c7b3bd4c-18f3-4b01-8d24-66361911e093/PartyEmail.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Creating a segment to cover all these possible data pathways seems a little bit mind blowing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9d65c871-6d84-413b-8fa1-2f96669307aa/Appointment.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6fbcc16a-3a1d-443f-a288-e54bd8619dba/EmailLAst30DaysRTM.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Final segment query for all contacts who have been involved with (To/From/CC/BCC) an email in the last 30 days https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e1ad1c5e-3552-4804-a1b8-b85072f671d4/EmailConfigPathway.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Attribute and pathway configuration for all contacts who have been involved with (To/From/CC/BCC) an email in the last 30 days https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0960ab12-ed34-4e95-a3db-b1c0cf9dddb1/Create+Segment.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ca055a2e-03ed-4539-92c2-8dbb2e55018b/AddTable.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d189d198-c0b0-45b7-926d-725a0299d7b1/ActivityPath.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/96578b59-1cf1-405c-a127-477ea6bd084b/ActivityParty.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1548c6f0-baa0-43cc-af41-b59832419df6/ActivityPartyPathway.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1f186ea6-83c8-4148-b7e5-c6cd03a6c7a2/SoFarAccPointAndParty.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d795aea5-07cb-450b-b34d-1f126e8ad66f/AddEmail.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cebe6e4d-cddc-4f89-bb63-9b2c4af218f9/EmailSetPath.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f8d50c3f-1313-41d2-a743-15a3ef80bdcc/WIP.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out A segment or irrelevant conditions - yay! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f409f634-4480-46dc-b835-8cf0e8dc2d92/AllThePathways.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out The pathway from Email to Contact has been discovered https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/594c93eb-983f-476d-b5c4-6f2b01c73303/Last%230Days.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1712e93d-b91c-4ddd-8f36-f02ae70004b8/Delete.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Goodbye pointless filter queries, thanks for your help! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b9aef091-99cc-43b0-bfd5-c65cb5636b4b/StatusActive.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6c32db8c-42d0-4633-b486-12fc67457033/EmailLAst30DaysRTM.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Behold the most labour intensive yet simplistic looking segment you have ever created! All contacts who have been involved with (To/From/CC/BCC) an email in the last 30 days. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/827df8e6-0434-45c9-8785-ff32c301d224/AppointmentFilter.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Final segment query for all leads who have an appointment scheduled in the next 7 days https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8ca68f8f-550f-46a1-aad9-45c685606b5f/AppoPath.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Attribute and pathway configuration all leads who have an appointment scheduled in the next 7 days https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ed739ec1-553f-4567-aee0-2661cfd65840/Create+Segment+Lead.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1a9f8921-6032-42fb-87c9-789bff8bca76/ActivityLead.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/690a8e33-5b98-404b-b57c-afe3c626fe87/LeadActivity+Pathway.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/67335108-ffd4-4521-aeeb-7a5197804d0b/ActivityPartyLead.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/81eb4f67-deac-42da-8cc9-4a4cfc77f3e0/ActivityPartyLeadPathway.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0263d3c7-9d34-490d-9c32-2d6c48c6a360/AddAppointmentLead.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6922c062-a95d-48fb-afd5-6b595f5dcfb9/AppointmentPathwayLead.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c66d6453-90df-4488-8a13-02aae5b3e5e5/Checkpoint2.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Another segment of irrelevant conditions - yay! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3f8e4f8a-390c-41aa-9c60-8dc5c020f0c5/AppointmentRealPathwayLead.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5b4decc1-a608-4934-a5b7-a10a954f1a86/Pathway.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out The pathway for appointment should now be Appointment > Activity via activity_pointer_appointment > Activity Party via Activity > Lead via Party (Lead) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/21ca8df7-fc00-4a1f-aaa6-79d156f33a37/Cleanup.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/08c822fc-b0e8-4f86-ba74-95904e4851d0/Today.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5de8b1f8-aec2-482c-8359-f0fcb5961af2/PathwayAgain.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/aaed9d05-af9a-42c2-9955-c304a0462c6f/7Days2.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1041fe86-ad54-41fb-9971-be08d7a4636e/Participation+type.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2fd2c7da-98bf-47e8-afb7-82b25c693fc7/Participation+type+2.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e142c889-5a8b-436e-aca3-b3b636f646d9/AppointmentFilter.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Behold the second most labour intensive yet simplistic looking segment you have ever created! All leads who have an appointment scheduled in the next 7 days. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4e34f5b1-e2e9-43a5-9271-d340164c4f06/PartyTypes.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - There aint no party like an activity party Feel free to drop of here if you have built your segment and you are ready to carry on with your life but for some context I added a little bit of info about what this mysterious ‘Activity Party’ thing is and how it works. Each activity participant is known as an ‘Activity Party’ in Dataverse. The role they play is determined by their ‘Participation Type’ and this ‘Activity Party is then related to an Contact or Lead. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a52908c1-1bcb-4f4d-b1d1-49ed1681f712/PartyEmail.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Each lookup on an email in the To/From/CC/BCC/Regarding is a seperate ‘Activity party’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3c35f534-9965-4b57-b7e4-d8c38ef45951/Activity+Part+Diagram.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out There is no way to tell from the ‘Activity’ table which type of activity it was so we have to go directly to the specific activity and find our way back to the Email/Appointment/Phone Call. Note: this is a very simplified diagram, there are many more activity types and also many more tables that can be link to an activity pary except Contact/Lead but in the context of Marketing we will keep it simple(ish)! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/149b2ee4-4e9d-465e-b48c-6e847a7d03fb/EmailRecipient2.png Articles - Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.) - Make it stand out Contacts who have received an email as ‘To’ in the last 30 days https://www.ameyholden.com/articles/segments-in-customer-insights-journeys-relationships monthly 0.5 2024-01-09 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ae074402-8c76-41e5-92ea-783fe36c2bf3/Selection.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Can’t get to the thing you want to filter on If you are used to the outbound marketing segment builder you need to throw away all the skills you learned and start again as the mental model is very different. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/577224a6-7a69-4e4f-82be-7dfb62e3bf12/Outbound+Segment.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0e51df98-47cd-4397-968a-8b4d717abbdd/RTM.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ccabc86a-6fd6-483d-91b4-29309b28ec73/MIssing.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - ‘Select a path’ not showing the pathway you want So you went directly to the Opportunity status but now there is no option to select the ‘Account as part of the relationship? Great. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6055e738-2740-40c8-8f14-d1bd390c6740/AddOpp.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Add the opportunity to ‘Related tables’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a27a31df-9290-4118-ac68-0e1cb91ee64a/Account+Missing.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bdb009d5-eb44-4080-9865-3c7b802b862e/AnythingOpp.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out I know its wrong, its not what we want but right now we need it and will fix it later! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ad0c6982-1e58-42c7-be2b-9d5ca835f6fd/AddAccount.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d18c09d7-1a27-440b-8de3-d3b32a7cadf7/Still+no+Account.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/713fa9f2-3be7-4639-88a8-7c49c44bc46e/AddAcc.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/62b72064-30ab-4dd7-8c7f-4ce1b52dc914/Useless+Segment.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/26b7ea51-81f3-42eb-805f-c87bc44abd26/AddOppAgain.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/649e5590-af74-46f5-a336-e33d4f31a18d/HelloAcc2.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5984377e-9605-440a-81f0-ba327c350e96/FInalSegment.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/96aa82b0-5f5b-4c90-aa52-7acf82f00cd8/Stuck.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d3befb80-7304-4692-9629-35eecc5190b6/Cannot+Add.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - The table is unavailable to be added because it ‘may be more than five hops away from the target audience.’ If your table is more than 5 hops away then I can’t help you - thats an understandable product limitation. However I often see this warning when I know for a fact it is closer than 5 hops. An out of the box example is ‘Quote Product’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6b86d29e-178c-4ca6-9d17-96d922cafd84/QuoteRel.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/92c09463-9f50-4562-9b4d-31900b472477/Qdetail.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/629eff56-9597-46a0-a998-e6339182a7ca/QPE2e.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ba1e5bc3-1f01-4a77-ac0a-dc4962ec2103/QP1.png Articles - Segments in Customer Insights - Journeys: multi-hop, custom tables, N:N and 1:N relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/entity-reference-all-the-data-in-real-time-marketing-custom-triggers monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c280274c-a623-417e-84d9-914a103af89a/EntityRefInputs.gif Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7e439401-8681-4146-8f91-c3b42d7f602c/Cover.png Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b8240cfb-ce4f-4254-a62a-6c50cae8c424/Trigger2.png Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/534fa940-dae8-486d-a57a-f8f51c53b4fe/GoToCodeSnippet.png Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/00e49037-77df-445d-b28f-a10831fd8955/Bomb.png Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4d4c97c5-99f7-42f8-afc0-e0f9b2d90ca5/ComposeActionInputs.png Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Compose the action inputs Add a ‘Data Operations - Compose’ action where we can build out the JSON message to use in the HTTP request next. Sample code snippet included below. The following attributes must be included in all triggers as standard msdynmkt_bindingid - this is used to make each journey run for a contact unique, a contact can have many orders and surveys so the binding id should be the order or survey reference reference, more info about this can be found here msdynmkt_signalingestiontimestamp & msdynmkt_signaltimestamp - utcNow() msdynmkt_signaluserauthid & msdynmkt_profileid - Contact GUID From the example we also have out two custom attributes that we need to pass through. In the trigger ‘code snippet’ we looked at above they were called order and surveyinvite. To use them in the trigger we append them on to msdynmkt_ msdynmkt_order msdynmkt_surveyinvite Because we are using ‘entity references we need to give the fully resolvable lookup value like you would use to set a lookup in Dataverse using power automate. Which uses the ‘Entity set name’ aka the plural version of the logical name. It varies depending on the table you are using so its best to check, e.g. Order Single: salesorder Plural: salesorders Customer Voice Survey Invites Single: msfp_surveyinvite Plural: msfp_surveyinvites https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7dbda690-99af-44d6-94d8-6bf878e3a925/HTTPTrigger.png Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Trigger the trigger! Add an action ‘HTTP with Microsoft Entra ID (preauthorized)’ - ‘Invoke an HTTP request’, create the connection as shown below with Base Resource URL and Azure AD Resource URI (Application ID URI) should both be your dynamics 365 base URL e.g. https://yourdynamicsurl.crm6.dynamics.com/ then select ‘Sign In’. Method: POST Url of the request: https://<yourdynamicsurl.crm6.dynamics.com>/api/data/v9.2/<trigger name from ‘go to code snippet’> Body of the request: <Outputs from the previous compose step> For tips on referencing the ‘yourdynamicsurl.crm6.dynamics.com’ part dynamically take a look at this blog post. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ceec3c9f-43c7-4402-906e-ff3608d7e131/Connect+HTTP+Trigger.png Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Connect to HTTP with Microsoft Entra ID Connect to HTTP with Microsoft Entra ID https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/116ddddb-d105-4306-ad11-3a69b99d22cd/Matchup.png Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/abc3b958-c2a7-4f97-9e10-efb9e716fa7e/Success.png Articles - Include specific row (entity) references and all the data in Real-time marketing custom triggers - Is it working? The most reliable way to test is to set up a journey and an email with some of the trigger based dynamic content to verify everything looks ok but generally the HTTP request will fail/complain if there is any issues. In this case statusCode 204 is a good thing. https://www.ameyholden.com/articles/upload-files-to-the-dynamics-365-marketing-library-with-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f09fafc7-d788-4e0d-ac3a-5fa653b45b44/Table+Name.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Realtime or outbound? Both! This solution applies to both outbound and real-time marketing users because the Library is one of the very few things that is genuinely and truly shared between the many versions/identities of the platform. BUT be aware that the ‘Library’ is having a personality crisis. The single/plural name of the table in recent versions seems to be a little mismatched so when you are looking for the table in your power automate actions later it varies as to which one of these shows up (depending on which flow maker experience and action you are using). The important thing to check is that the schema/logical name should be msdyncrm_file. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6098ed39-c46d-4c9d-9b91-6a578d1b8f9f/UploadBlocked.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - I can’t upload calendar files into the library… From the UI - there is indeed logic that prevents you uploading the calenda files, amongst many other file types. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/566726ed-9950-492a-ae61-b16d5602d74c/ICS+in+library.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4dc6bba9-357c-499e-8b40-447bb4018f22/SwitchToClasic.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Keep it classic I’m sticking to the classic Power Automate designer for now because the modern one is too buggy and gives me motion sickness. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/73f0ec1e-8de3-4372-ad54-9d645c6d1009/GetFileMetadata.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Get the file metadata You need to create the file somewhere before you upload it, in this case I’m using SharePoint but it could be OneDrive or something else. The action is ‘Sharepoint - Get file metadata’. The inputs need to be dynamic and based on the context of your flow to pick up the file you want to upload to the library. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e0d678a3-7628-4846-99d9-5d409635133b/Get+File+COntent.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Get the file contents Get the latest version of the file with a ‘Sharepoint - Get file content’ action. Site address will be the same as above and use the ‘Id’ from the previous action. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ead8fe2e-fe78-4b16-9f4a-4888acb351cd/Add+row.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Create a ‘File’ row First we need to add a row into the Dataverse table for the Library which is knows sometimes called ‘File’ and other times called ‘Images’. Using the action ‘Dataverse - Add a new row’ input the Name, Content type and File size (bytes) using dynamic inputs from the ‘Get file metadata’ action above. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/183ce30a-f51d-48a8-80d2-521a9d6681e2/Peek+Code.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/31017aad-e375-4360-b7b6-01b20835462b/Upload+FIle+Content+Settings.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e415b077-c798-46bb-b1a5-479183a9cbbc/IMagePreview.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Upload Image Thumbnail Preview If the file is an image, you can also upload the image into the entity image field called ‘Main Image’ which then creates the thumbnail preview of the image for a better browsing experience in the library. Note that if you run this step on other file types the flow run will fail, hence first the condition then the action where applicable. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/57967b25-f2c4-45a3-80e7-9c06aaf52a45/Main+Image+Preview.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/71a9003f-f812-42e3-a425-24b5a3fa136b/FileURL.png Articles - Upload Files to the Dynamics 365 Marketing Library with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/converting-dataverse-choice-choices-multi-select-option-sets-picklists-in-power-automate monthly 0.5 2024-06-09 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/02737a8c-f87e-43cc-80ee-b4038d147a1e/Cover.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/66ee92dc-81ef-4572-b6ca-debf8e668675/1UnboundAction.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4766a232-5b78-4cd1-b39a-e24a9d8f31a6/Choice.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1e586b4f-321a-4146-8636-cbb8d2f29412/GetChoiceInfoFromLabel.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Perform an unbound action - GetChoiceInfoFromLabel Of course, your inputs are more likely to be dynamic as part of your flow for the ColumnName/TableName/Label but in the name of clear demonstration here you go. LabelCaseSensitive - When set to no, the action will look for a match regardless of upper/lower case in the ‘Label’, set it to Yes if you want to adhere to upper/lower case nature of the inputs LanguageCode - if you have multiple languages at play in your system, you will also need to include the language code, check out the full list of language codes for details! ColumnName - the logical name of the column where the choice data lives TableName - the singular table logical name e.g. contact or opportunity Label - the word or words that you want to convert into its relevant integer https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/919f007c-b46e-44d5-b5dc-e9c16cf499c5/Outputs.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ef8024e9-49cf-47e9-8a50-11dcde9153e2/GetChoiceInfoFromValue.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Perform an unbound action - GetChoiceInfoFromValue Of course, your inputs are more likely to be dynamic as part of your flow for the ColumnName/TableName/Valuebut in the name of clear demonstration here you go. LanguageCode - if you have multiple languages at play in your system, you will also need to include the language code, check out the full list of language codes for details! ColumnName - the logical name of the column where the choice data lives TableName - the singular table logical name e.g. contact or opportunity Value - the integer than you want to turn into words https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/811a7c9d-bc11-4549-95ce-ff6e147acb1c/OutputsGetChoiceInfoFromValue.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8ba3d3ce-47ba-402b-ac89-f0d562853d76/Choices.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b7f6a504-2436-4026-9daa-aed34b269bf1/INiti.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Something to append to As we need to process each value one by one, first we need a string variable that we can append to. TradeRegions - Inititalize variable Name TradeRegions Type String https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bdf079b3-caed-4f5c-af7e-3a2eb633edec/Apply+to+each.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Loop through each value Using split() allows us to create an array of items to loop through, nothing that my separator in this case is ‘; ‘ and the input values are hard coded. You would replace ‘Africa; Asia; North America’ with your dynamics input, and your separator with what is relevant for your data like this -> split(<Data_Recieved>,'<Seperator>') ApplyToEachRegion - Apply to each Select an output from previous step split('Africa; Asia; North America','; ') Inside the apply to each loop, we use the same unbound action as before ‘GetChoiceInfoFromLabel’, replace the Label inputs with the current item of the loop and change the column name to the your choices column. GetChoiceInfoFromLabel - Perform an unbound action Label item() https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fdc7bc0b-8c52-4f4a-afac-413bb1368fda/Append.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/17607427-5771-47e0-83b8-5fbcc1404164/RemoveComma2.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Remove trailing the comma Finally to tidy up we need to remove the trailing comma of the string to ensure Dataverse can accept the inputs as a way to set the value. TradeRegionsRemoveTrailingComma - Compose Inputs if(empty(variables('TradeRegions')),null,substring(variables('TradeRegions'),0,sub(length(variables('TradeRegions')),1))) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a1d345f5-1618-4d2a-b7ab-690869f1b59f/rESULT.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/03ad812d-3288-40fb-8af7-7015d3b1e23f/2023-11-05_16-24-09.png Articles - Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate - What about Integer to words? Choices in Dataverse are stored as comma separated numbers so if you want to convert those into works, your separator is just comma. The rest of the above process is very similar except you use the inverse reaction and the outcome is words! https://www.ameyholden.com/articles/create-form-submission-and-event-registration-summaries-in-dynamics-365-marketing monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696146253406-IA54HIWS766FTXZHL80F/LeadTimeline.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696146252116-U5BH0GLHAUUGPN3T079B/Form+submit.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696146251057-KU202ZOVYX3R221DQHY5/ContactTimeline.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696146251040-KLP87RRNJ0XHMI18ES9P/EventReg.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696146253240-538VZ7WL4MJO0APABN6A/FormSub.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696146251992-NUGJ0SBA7GXT2TQPDK6L/EventRegPortal.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/af6ee4d2-d859-4198-8fdf-1b9b8bead374/ChildFlowInputOutput.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/70862326-a6e6-4917-bcd6-68052f94c7a3/EventRegColumn.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/302a48e0-d84e-4afb-a26b-dc20f48860b7/Marketing+Forms+Submit+Success.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - When a marketing form submission is successful This flow runs on modified rather than create as the marketing form submission is always created as ‘processing’ then marked as ‘successful’ or ‘finished’ once its complete with all the attached lead/contact matches and field submissions. Dataverse: When a row is added, modified or deleted - Marketing Forms Submit Success Change type: Modified Table Name: Marketing form submissions (msdyncrm_marketingformsubmission) Select columns: statuscode Filter rows: statuscode eq 192350003 or statuscode eq 192350002 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9fe695b5-3cc2-43c6-b054-26503fd5b6d8/ChildFlow.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Trigger the child flow Since we are triggering the flow from the marketing form submission record being updated, we are guaranteed a marketing form submission id, however an event registration may or may not be present. coalesce() is a really neat way to achieve ‘If x is blank, use y’. You can also add as many f these as you want, it will just choose the first item it finds with a value. Flows: Run a child Flow - CHILD | Marketing Form Submission Summary Text and JSON Child Flow: The flow you created in the previous post FormSubmissionGUID⁠⁠: triggerOutputs()?['body/msdyncrm_marketingformsubmissionid'] EventRegistrationGUID: coalesce(triggerOutputs()?['body/msdyncrm_registrationid_value'],'N/A') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/32a5e397-0ac4-4e48-80a1-df45f5619fc5/Marketing+Form+IDs.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/14c1d03e-d90f-449e-8ab2-ec9258cffa90/HasEventReg2.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cbc59279-179e-4c05-a23a-e3d1768b094e/EventRegSummary.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - If Yes - Update the event registration with the summaries Using the outputs from the child flow, populate the event registration Summary and Summary JSON values Dataverse: Update a row - SetSummaryTextAndJSONOnEventReg Table Name: Event Registrations Row ID: triggerOutputs()?['body/msdyncrm_registrationid_value'] Summary: Child flow output ‘SummaryString’ Summary JSON: Child flow output ‘SummaryJSON’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9c9efd05-292a-4faa-b648-44c558f89dab/SetSummaryTextAndJSON.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Update the marketing form submission with the summaries always Outside of the condition, we will also add a step to add the summaries onto the marketing form submission record, this ensures that either way the summary is available. Dataverse: Update a row - SetSummaryTextAndJSON Table Name: Marketing got submissions Row ID: triggerOutputs()?['body/msdyncrm_marketingformsubmissionid'] Summary: Child flow output ‘SummaryString’ Summary JSON: Child flow output ‘SummaryJSON’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/54c21ab0-0c98-4f31-a587-5e4f93bb4277/LeadOrCOntact.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f53565c9-f244-4370-972f-f426916a243a/CreateActivity.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Create an activity For the purposes of demonstration I have used the ‘Task’ table here but ideally you would have a custom activity table that can be used to show these kind of things. I like to use an activity rather than a note because you can ‘Mark Complete’ an activity which then locks it down from being edited as a stamp point in time. Dataverse: App a new row- ShowAsTimelineActivity Table Name: Task Subject: New @{if(empty(triggerOutputs()?['body/msdyncrm_registrationid_value']),'form submission','event registration')} Description: Child flow output ‘SummaryString’ Regarding (Contacts): outputs(ContactLookup') Regarding (Leads): outputs('LeadLookup') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/23322f76-2518-427f-9a21-147feb84f194/MarkComplete.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Mark the activity complete You cannot create an activity in the status ‘Complete’ so we will do an update straight after create which does this. Ensure you set the Activity Status and the Status Reason or your flow will cry. Dataverse: App a new row- MarkActivityComplete Table Name: Task Row ID: outputs('ShowAsTimelineActivity')?['body/activityid'] Activity Status: Completed Status Reason: Completed https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0b013eb2-ea25-4df1-b8d8-af6db6411733/LeadTimeline.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/02e85fb6-1c08-431d-8aea-66e5a6e27955/EventRegVIaForm.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cb502daf-d972-4fcc-b782-f83ea97b9ff4/MFSubmitE2E.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Marketing Form Summaries flow overview https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/19ea1dec-4a37-4996-ae9f-50f9759be1dc/Event+Registration+Created.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - When an event registration is created The event registration has everything we need at the point of creation so we can start directly on create. Dataverse: When a row is added, modified or deleted - Event Registration Created Change type: Added Table Name: Event Registrations https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e94c7749-8967-4882-96c7-520a17ecfaf1/GetEventMktForm.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Get Event Details Before creating a summary, we need to check some details on the Event which is linked to the regrsitration. Dataverse: Get a row by ID - GetEventMktForm Table Name: Event Row ID: triggerOutputs()?['body/_msevtmgt_eventid_value'] Select columns: _msdyncrm_marketingformid_value,msevtmgt_name https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f41b7828-4bd9-4445-8f0a-5486847f977a/Event+Has+Marketing+Form.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4546a3d5-40b5-4586-8da2-6d935b174c8c/ChildFLow3.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Trigger the child flow - without a form submission id From here, the flow run will only continue if its a registration created without a form submission. This time, we are guaranteed a event registration id, and definitely not a marketing form submission id. Flows: Run a child Flow - CHILD | Summary Text and JSON Child Flow: The flow you created in the previous post FormSubmissionGUID⁠⁠: N/A EventRegistrationGUID: triggerOutputs()?['body/msevtmgt_eventregistrationid'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b9a92e1e-01a4-4e38-a200-6502c2af1bc1/EventRegSummary2.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Add the summaries to the event registration Using the outputs from the child flow, populate the event registration Summary and Summary JSON values Dataverse: Update a row - SetSummaryTextAndJSON Table Name: Event Registrations Row ID: triggerOutputs()?['body/_msevtmgt_eventid_value'] Summary: Child flow output ‘SummaryString’ Summary JSON: Child flow output ‘SummaryJSON’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4a66f5ae-db45-40fa-aa94-fa880f251ba0/EventEtimekine.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Create an activity This time the activity will always be regarding the contact, but again this bits up to you. Dataverse: App a new row- ShowAsTimelineActivity Table Name: Task Subject: New event registration Description: Child flow output ‘SummaryString’ Regarding (Contacts): contacts/@{triggerOutputs()?['body/_msevtmgt_contactid_value']} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/31d9b581-8235-41b9-bf2c-c1557afc937b/MarkComplete.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Mark the activity complete Just the same as last time - this makes the activity read only in the timeline. Dataverse: App a new row- MarkActivityComplete Table Name: Task Row ID: outputs('ShowAsTimelineActivity')?['body/activityid'] Activity Status: Completed Status Reason: Completed https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/79bc61a6-4472-4710-82c3-2660baae227b/EventRegPortal2.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/644d16c7-6ee1-423f-8647-8dfa321559e6/ERE2e.png Articles - Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Event Registration Summaries (that don’t use a marketing form) flow summary https://www.ameyholden.com/articles/create-form-and-event-registration-summaries-in-dynamics-365-marketing monthly 0.5 2025-04-20 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696134431456-94U86F5BCMLJ38HUNUIW/Form+submit.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696134417055-JKK3AMQP4ESWCTLBB4XC/LeadTimeline.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696134429953-ZFATFO0D4R5RM9UEJHUB/EventReg.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696134430427-N13674I10E4XCSI0913Y/ContactTimeline.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1696134430979-GU1OQ64J23JPCUALW6MU/EventRegPortal.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bd8c3a78-29a0-4eee-b667-ee23f80212e6/StoreSubmission.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Per marketing form setting ‘Store form submission’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/aa766a44-f3ce-4a6d-bd40-195ceb7800c3/LandingPageSettings.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Landing pages setting ‘Store all form submissions’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/42ff4716-8c23-45c0-938b-1e7d78cf7126/tRIGGER.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Manually trigger a flow The good old ‘Flow button for mobile’ trigger strikes again. Two text inputs to start with please: FormSubmissionGUID EventRegistrationGUID https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/048847d8-4d73-4617-81cb-4b4f95d4f1d2/Vars.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Variables Create the following String variables ResponseStringJSON ResponseString EntityDefinitionsLogicalName AttributesLogicalName https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b335dbca-5a33-43a0-92d4-7df7ef6fe3be/HasMarketingFormSubmission.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c55322b0-ae21-438f-9704-726627074ef4/GetMktFormFieldSubmissions.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - If yes - Get the Marketing Form Field Submissions Each field on the marketing form creates a separate ‘marketing field submission’, so we need to collect and process each of these one by one depending on the field type. Dataverse: List rows - GetMktFormFieldSubmissions Table Name: Marketing field submissions Filter rows: (_msdyncrm_formsubmissionid_value eq '[FormSubmissionGUID (From flow button inputs)]' and msdyncrm_fieldvalue ne null and _msdyncrm_marketingformfieldid_value ne null) Expand Query: msdyncrm_marketingformfieldid($select=msdyncrm_lookup_target,msdyncrm_marketingformfieldtype,msdyncrm_leadmapping,msdyncrm_contactmapping,msdyncrm_prototype_attribute,msdyncrm_prototype_entity) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3b273e85-5988-4781-996d-55845de4f249/Switch.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4dde46af-9948-4041-9e0c-ac8e085d5ae2/Lookups.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1d90a8f6-0ea9-4c4a-b2d4-0ca8330495d2/Option+Set+2.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e2fd7a4e-0c39-4366-905a-bdb8b0a4f65a/Default.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Default This case happens if the field is not a special field that needs extra handling such as numbers and text, here we simply take the values and append to the strings in the required format. We use a replace statement when appending to the JSON string to remove any double quote characters that might break the JSON. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bcaf9755-3028-4c33-a8bb-7d69b28ed3ac/reset+variables.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Reset the reusable variables After the switch statement but inside the loop. ensure you reset the reusable variables back to null EntityDefinitionsLogicalName AttributesLogicalName https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/47b53dd2-5779-4370-87c2-a9924fbfbea6/MktFormSubsDone.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out So that is the Marketing Form Field Submissions processed - next up events that do not use marketing forms! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e59bece1-4c3a-45d0-8391-cb300f3dd766/EventRegOnly.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8be4bf15-96b9-4c69-bca3-30977ea2aa40/GetEventRegContact.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5353508e-c600-434a-b57d-3067b252a10e/AppendContactDetails.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cf59b8ca-1a5b-4fea-b630-55e1c75b78e7/EventRegOnlySummary.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out So that is the Formless Event Registrations processed - next up event details for all registration methods! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2b628702-5727-4f3d-a497-eeb3cca2f46f/HasEventReg.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/66ee0bc9-8c1b-49e7-8c3c-91a500fdb157/GetEventRegExpand.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/75100547-207c-4d3b-b846-d13473deb216/AppendEventDetails.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/86200e39-3cd4-4048-a41f-06476b7f7986/GetCustomRegResponses.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Collect the Custom Registration Responses These are the fields which are capture on the vent registration but not necessarily mapped to the contact or lead table, they are notoriously difficult to work with and often contain important information such as Dietary requirements. Dataverse: List rows - GetCustomRegResponses Table Name: Registration responses Select columns: msevtmgt_response,_msevtmgt_customregistrationfield_value,msevtmgt_registrationresponseid Filter rows: _msevtmgt_eventregistration_value eq '[EventRegistrationGUID (From flow button inputs)]' Expand Query: msevtmgt_customregistrationfield($select=msevtmgt_type,msevtmgt_text) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/40914159-6c56-4a6c-87d8-56b5d7dff686/ForEachCustomFieldResponse.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Append Custom Registration Responses All the custom registration responses are stored as simple string values so its an easy one to loop through and append the plain text and JSON summaries. We use a replace statement when appending to the JSON string to remove any double quote characters that might break the JSON. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e20a95e9-a7a2-46a9-981a-d59211c2eab1/HsEvetnRegSummary.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out So that is the Event Registrations processed - one final step left! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f970608a-d250-4b66-b6e2-16b1955bd473/Response1.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Respond with the summaries Outside of the condition above - the final step in the magical flow is to create a response action that outputs the complete Summary in plain text and JSON format. Insert the ‘Body’ as below. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ff346a67-6064-4cbe-b21e-423cf1bcbcc4/Response.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Define the schema Select ‘Show advanced options’ and insert the schema below https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/44a7022e-1d3c-4f6f-a591-26c42f603c11/End.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9ac1353d-fa03-422f-85af-cc0965a94d38/E2E.png Articles - Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing - Make it stand out In case you got lost this high level summary might help! https://www.ameyholden.com/articles/dynamically-customer-voice-survey-project-in-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bcf9bb8d-22e1-4887-8494-bb47674f36f5/CVInviteInputs.png Articles - Dynamic inputs for Project and Survey IDs in Customer Voice Survey actions in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3f63127d-e670-4575-9165-1035735084ea/FindSurvey.png Articles - Dynamic inputs for Project and Survey IDs in Customer Voice Survey actions in Power Automate - Find the Survey using the Survey Name The key here is that we are using contains() rather than eq (equals) because this allows us to modify the survey name between environments without breaking the flow logic. This single action captures both values you need in one hit. e.g. Production survey name: 3.0 SCORE Client Satisfaction Assessment, Sadndbos survey name : SANDBOX 3.0 SCORE Client Satisfaction Assessment FindSurveyID - List Rows Dataverse Table name: Customer Voice surveys Select columns: msfp_sourcesurveyidentifier,_msfp_project_value Filter rows: contains(msfp_name, 'Your survey name part that doesn’t change') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/59774eef-5e1a-40dd-a5ca-53466d2e1eb5/Compose.png Articles - Dynamic inputs for Project and Survey IDs in Customer Voice Survey actions in Power Automate - Make it stand out ProjectID Inputs: @{first(outputs('FindSurveyID')?['body/value'])?['_msfp_project_value']} SurveyID Inputs: @{first(outputs('FindSurveyID')?['body/value'])?['msfp_sourcesurveyidentifier']} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8840e629-4389-48aa-948b-dcb29b4f75e2/invite.png Articles - Dynamic inputs for Project and Survey IDs in Customer Voice Survey actions in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/067ac3aa-c2f5-492c-aa55-3db5c993c787/Checkparameters.png Articles - Dynamic inputs for Project and Survey IDs in Customer Voice Survey actions in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/49b93688-3842-4268-bfa7-1c7042b13f03/Response.png Articles - Dynamic inputs for Project and Survey IDs in Customer Voice Survey actions in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/export-marketing-form-submissions-in-dynamics-365-marketing monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/91beaa90-9794-419e-94ad-818cc67149a4/ExportSuccess.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f3f3347c-6f0f-4699-ab43-9f3a1e22998b/SuccessGIF.gif Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3f6452a4-6ffa-425e-92f2-45f401a2f931/FormSubsBefore.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/85fca875-6d04-46ca-b3da-ec31bd41725f/TestSummaries.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/62e6b2fb-9e80-4df2-9058-b6e91e795ba8/CreateFlow.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/821467db-2c9c-42f2-af61-cf6c734e7814/ChanegTrigger.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ed0e94a3-4b86-4006-9916-aab5b0fe47d8/ChangeTrigger2.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3e1e9c16-3835-4d67-8a69-a87444344ff4/TriggerVar.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Add trigger inputs These are the inputs that we will pass from the custom page, into the flow to kick off the export. MktFormName - Text MktFormID - Text https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9d8ae67b-dd27-4c35-949e-493c5582bd9b/2+Variables.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Initialize variables We need to initialise (or ‘Initialize’) some variables to use later on. FormResponsesVariable Type: Array HeaderString Type: String Alphabet Type: String Value: A,B,C,D,E,F,G,H,I,J,K,L,M,N,O,P,Q,R,S,T,U,V,W,X,Y,Z https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/755d7332-5328-48c3-bca0-4050fb326568/FlowRunURL.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Create the URL for the flow run Why? This is your insurance policy. If something goes wrong we can use this later to pass back to the custom page to support error handling. We will use it later but generate it now before anything can possibly go wrong. FlowRunURL Inputs: https://make.powerautomate.com/environments/@{workflow()?['tags']['environmentName']}/flows/@{workflow()?['name']}/runs/@{workflow()?['run']['name']} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/45f72937-5b8e-444b-ae60-2571460c78da/BlankFileContent.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Create the content for a blank file OK this is a bit hacky, but smart, really smart. More details on this blog post, but essentially you need to create a blank file in flow as a one off job, copy the outputs and paste it into a compose step here. We need this to be able to create a ‘Blank’ file using power automate, so that we can then populate it with our form submissions. BlankFileContent - Compose Inputs: see blog post above https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9be86256-89a9-4e77-bf5f-59e9abee22b4/CreateFile.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Create a blank spreadsheet To populate the spreadsheet we first need to create the file using the blank inputs from above. The name is just using the marketing form name (passed in from the custom page) and a randomly generated number to ensure that each file created has a unique name and SharePoint doesn’t cry. CreateFileXLSX - SharePoint Create file Site Address: your SharePoint site Folder Path: your SharePoint Folder Path File Name: @{triggerBody()['text']} @{rand(0,99999)}.xlsx MktFormName Content: @{outputs('BlankFileContent')} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2c85bdcc-3d4d-4385-b29a-e4b13bba74e2/GetFormFields.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Find the related Marketing Form Fields The idea here is that we need to define what the headings of the spreadsheet are. We do this by finding all the ‘Marketing Form Fields’ attached to the marketing form to use as column names. GetMktFormFields Select columns: msdyncrm_marketingformfieldid,msdyncrm_name Filter rows: (statecode eq 0) and (msdyncrm_marketingform_marketingformfield/any(o1:(o1/msdyncrm_marketingformid eq @{triggerBody()['text_1']}))) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a0b46cf7-0dff-4c70-856e-493d7bd72190/AppendHeader.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Define the column headers Then we can append these form field names as a comma separate string on the ‘HeaderString’ variable. Note that here I use a replace the characters “ and : because they have a tendency to break JSON and I have also removed them when creating the JSON summary. We will use these generate values in the next step when we create the table inside the spreadsheet. ForEachMktFormField - Apply to each Select an output from previous steps: @{outputs('GetMktFormFields')?['body/value']} AppendHeaderStringMktFormFields - Excel Add a row into a table Name: HeaderString Value: @{replace(items('ForEachMktFormField')?['msdyncrm_name'],':','')}, https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8c60cf56-5c32-427f-9d51-7bf528564a98/HeaderStringShort.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out ColumnNames - Compose (Remove the trailing comma from the comma separated string) Inputs: @{substring(variables('HeaderString'),0,sub(length(variables('HeaderString')),1))} NumberOfColumnsForAlphaArray - Compose (count how many columns there will be) Inputs: @{add(length(split(outputs('ColumnNames'),',')),-1)} TableRange - Compose (define the table range of the spreadsheet e.g. A1:G1) Inputs: A1:@{split(variables('Alphabet'), ',')?[outputs('NumberOfColumnsForAlphaArray')]}1 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a46f6466-d5c1-4192-a291-edc91a0f3d2e/CreateTable.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Create a table in the excel file Now to create a table in the blank excel file you created earlier, using the values we calculated above. CreateTable - Excel Create Table Location: your SharePoint location Document Library: your SharePoint Document Library File: @outputs('CreateFileXLSX')?['body/Path'] Table range: @{outputs('TableRange')} Columns names: @{outputs('ColumnNames')} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e92813c7-66ef-4516-a707-9e6df743c26f/GetMktFormSubmissions.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Collect the form submissions Using the Dataverse ‘List rows’ action we can collect up all the marketing form submission against the specific form which will need to be included in the export. Replace ‘your_summaryjson ‘ with the name of your field that stores the JSON summary. GetMktFormSubmissions - Dataverse List rows Table name: Marketing form submissions Select columns: msdyncrm_marketingformsubmissionid,msdyncrm_registrationid_value,your_summaryjson Filter rows: _msdyncrm_marketingformid_value eq ⁠@{triggerBody()['text_1']} and your_summaryjson ne null Sort By: createdon desc https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/464394f3-7367-4ef7-9922-d26a92f116ee/RespondSuccess.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Respond to the custom page - Success RespondSuccess - Respond to a PowerApp or flow FileURL: @outputs('ShareLinkToFile')?['body/link/webUrl'] FlowRunURL: @null Row Count: @length(outputs('GetMktFormSubmissions')?['body/value']) Result: Success https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/180dba1f-d1c5-4b49-9970-a37536a7b2aa/Append.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/685ee628-1613-4e91-aa78-29bdb0c12e00/End2.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Respond - Error Handling RespondFail - Respond to a PowerApp or flow FileURL: @null FlowRunURL: @outputs('FlowRunURL') Result: Error Row Count: 0 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3eb6afa2-5422-4032-af0c-8d67c9ea1994/ConfigureRunAfter.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3f4c7803-e0de-4b80-817f-a7f4185b8309/E2E2.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out In case you got a bit lost, this birds eye view should help you find your way. Don’t worry too much about the parallel section, they can be in a single line as per instructions above. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e6d6f055-b10b-4673-90c0-be445c3fa29a/Test.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dfafb3ab-905a-4f18-9041-7cb65b9c50a8/ButtonPage.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/950f46ec-edb6-4335-8f08-3e2e86188a49/CustomButton.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4520b062-c44b-4195-b1dc-10bf65b7f6af/OnStart.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - OnStart The main purpose for this modal is to kick off the export, prpovide clear indication to the user that something is happening, and a place to return the download link to. We don’t need the user to input any data so we will kick off the flow run in the OnStart property of the App. We also set some variables (varFlowInProg & varFlowComplete) that we can use to control the show/hide of elements later on. By wrapping the Flow run call into a a Set() for varFlowResponse we can capture the response values and use them in subsequent steps. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/25c1e102-47a4-4c95-97b8-64ceb665993e/InProgTree.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - In Progress We need to give the user some feedback that something is happening and that they need to wait, we do this with a message and a loding gif group that shows only when varFlowInProg is true InProgGroup - Group Visible: varFlowInProg InProgressLabel - Label Text: “Preparing your file, please wait" LoadingImage - Image Image: YourImageName I use loading.io to create appropriately branded loading images, you can use any static of gif based image here. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7af2eed5-7adb-43f6-8e3d-afbbcca20e73/InProgress2.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e1c7aa2b-9ce9-4614-8b8d-d02e8be46695/CompleteGroup.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Complete Once the flow is complete, we set varFlowComplete to true and varFlowInProg to false which will reveal the group for Complete, make sure everything has display mode edit for click-ability to launch the file. I did some vague computations that each row takes 2 seconds to generate so based on this some more vague estimates on how long until the file will be ready. CompleteGroup - Group Visible: varFlowComplete OnSelect: Launch(varFlowResponse.fileurl) CompleteText - HTML Text HtmlText: "<center> Your file is being prepared with "&Text(varFlowResponse.rowcount)&If(RoundUp((varFlowResponse.rowcount*2)/60,0)>1," rows"," row")&".<br/>Estimated time to complete is less than "&Text(RoundUp(varFlowResponse.rowcount/60,0))&If(RoundUp((varFlowResponse.rowcount*2)/60,0)>1," minutes"," minute")&".<br/>You can refresh the file at any time to get the latest version.</center>" CompleteButton - Button Text: “Open File” CompleteIcon - Icon Icon: Icon.Check https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/88fc4f31-e173-4ba4-88ac-c9a3a0016d67/Complete3.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/38a9fe92-a300-4d6a-881b-38b8610171d0/ErrorTree.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Error Finally, in case something goes wrong, it’s nice to let them know and something useful to do as next steps (aka call for help!). ErrorText HtmlText: "Error: Something went wrong, copy and send this message to your adminstrator for troubleshooting " & varFlowResponse.flowrunurl Visible: And(varFlowResponse.result<>"Success",varFlowComplete) ErrorButton OnSelect: Copy(ErrorText.HtmlText) Visible: And(varFlowResponse.result<>"Success",varFlowComplete) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f3b70885-40b2-41c4-a6e7-f9d0b247420a/Error2.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4c56e867-92c4-4b54-b001-d16db7f0c61c/DontPanic.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5a034287-5efc-426e-875c-0bea0ae6a9d1/TestVariables.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/369e1781-e353-43c1-97ab-e5f53e6460fc/FailGIF.gif Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f5125bfc-11a8-4427-97a4-18e797197fe1/ExportSuccessD365Only.png Articles - Export Marketing Form Submissions in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/restrict-access-to-publish-journeys-in-dynamics-365-marketing monthly 0.5 2025-08-11 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c61eeaeb-6fc2-42e9-9ad9-463b499f245b/ReviewMustBeCompleted.jpg Articles - Restrict Access to Publish Journeys in Dynamics 365 Marketing - Make it stand out The error message shows in the journey designer where all the other messages are shown for a nice consistent UI experience - yay! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f81feebb-2adc-4fa5-aeae-6566464de079/Field+set+up.jpg Articles - Restrict Access to Publish Journeys in Dynamics 365 Marketing - Make it stand out Create a new field on the journey table. In my example I created a Yes/No field called ‘Reviewed’. Ensure the default is a value that will not allow publish and that column security is enabled. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d9a7fd62-5697-415c-979c-eb342b0a7c4e/FieldSecProfiles.jpg Articles - Restrict Access to Publish Journeys in Dynamics 365 Marketing - Make it stand out Column security profiles for Journey builder and reviewers. You will need to assign users/teams to these profiles accordingly too. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/13953482-b8f2-411a-9b29-e1da62b28bc2/FormEditStepByStep.jpg Articles - Restrict Access to Publish Journeys in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b1e581b5-2967-406e-890d-1d306e97d2b1/CReateWorkflow.jpg Articles - Restrict Access to Publish Journeys in Dynamics 365 Marketing - Make it stand out This is not a workflow that we want to allow to run in the background! Recommendation rejected. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fa539fbc-6bbf-459a-9307-0ddefe246af2/Workflow.jpg Articles - Restrict Access to Publish Journeys in Dynamics 365 Marketing - Make it stand out NOTE: Make sure the owner of the workflow AND the user ‘Dynamics Marketing Customer Experience Platform PROD’ has been added to one of the field security profiles as they need READ access to the field to check the value, even if they are system admin you must add them to the Field (column) security profile for this to work. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5a3c53e8-5c9c-4fa3-874c-9ccbf5eaa957/CannotUpdateReviewField.jpg Articles - Restrict Access to Publish Journeys in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/dynamics-365-marketing-form-submissions-lookup-guids monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a1591898-dc19-42ca-b04a-936446337fd9/FieldSubsLookipExample.png Articles - Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1087fa86-bc88-4fb2-a3e4-9fc81c013987/Lookupv2.png Articles - Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate - Parse the field value as JSON First, we need to parse the marketing field response value of {"Id":"b580cd20-8e2a-ee11-bdf4-0022482578b5","LogicalName":"amey_country"} as JSON so that we can use the values for Id and LogicalName separately to find the name. ParseLookupValues - Parse JSON Content: items('ForEachFieldResponse')?['msdyncrm_fieldvalue'] Schema: { "type": "object", "properties": { "Id": { "type": "string" }, "LogicalName": { "type": "string" } } } https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/af2d163b-3ad5-4900-92ae-d9aa011cc48e/Az.png Articles - Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate - Find the table plural name and primary attribute name Now for a bit of Web API magic - you can use the ‘LogicalName’ from above, to find the correct pluralised name and primary name values. For example: LogicalName: amey_country LogicalCollectionName: amey_countries PrimaryNameAttribute: amey_name These vary for each table so being able to grad this info without any hard coding per lookup is super handy! GetEntityCollectionName - Invoke an HTTP Request Method: GET Url of the request: https://@{uriHost(items('ForEachFieldResponse')?['@odata.id'])}/api/data/v9.2/EntityDefinitions?$select=LogicalCollectionName,PrimaryNameAttribute&$filter=(LogicalName eq '@{body('ParseLookupValues')?['LogicalName']}') To create a connection for this action see step 2a) here. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7746f149-0514-46ce-9751-880b76c52d81/GetName.png Articles - Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate - Make it stand out GetName - Dataverse Get a row by ID Table name: first(outputs('GetEntityCollectionName')?['body/value'])?['LogicalCollectionName'] Row ID: body('ParseLookupValues')?['Id'] Select columns: first(outputs('GetEntityCollectionName')?['body/value'])?['PrimaryNameAttribute'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/865d0f5c-7d8e-4914-b59b-362e63d371a0/ReferenceName.png Articles - Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate - Make it stand out PrimaryNameAttribute - Compose Inputs: body/@{actions('GetName').inputs.parameters['$select']} RecordName - Compose Inputs: outputs('GetName')?[outputs('PrimaryNameAttribute')] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d0f823f8-c040-42fd-b018-9a5cab3b508f/ResultsAppend.png Articles - Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/109f5141-ab0c-4ae5-94bc-e6e9c4d8148e/FormSub.png Articles - Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/delete-internal-emails-from-dynamics-365-or-dataverse monthly 0.5 2025-03-28 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/05b1769a-390d-4ced-ad17-0f40e09d4f7b/email+%281%29.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cd522c7a-3c21-4eb0-9ee4-1260262f3dff/PSet.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bce45af6-0021-4421-97f3-c6c56669f730/Sched.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Create a scheduled flow I scheduled the flow to run every 5 minutes, so in theory the email could hang around for a short amount of time, you could run it more frequently if you decide the importance is worth API calls. You could also trigger a flow to run on create of each email and screen it accordingly, but the most useful value I can add here is how to find the internal emails so lets carry on. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8d5dd20b-4816-4390-8d35-44a985d69679/6mins.png Articles - Delete internal emails from Dynamics 365 or Dataverse - What time was it 6 minutes ago Mr Wolf? Add a compose step to calculate the time stamp for 6 minutes ago. Name: '6MinutesAgo' Why you may ask? ‘Last x minutes’ is not available ad a date filter operator so we have to be a bit smarter. After some light reading of a detailed run down on FetchXML date filtering by the expert himself Mark Carrington I worked out that we can use ‘greater than’ combined with the time calculation of 6 minutes ago (1 extra minute than needed to be on the safe side of course). Who is Mr Wolf? https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cd8c0858-59ec-4d92-809c-5aaf911303b9/ListEmails.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d8abd79a-f953-4b9e-830f-f0320b782b0e/InitVar.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Initialise an email ID array variable We will append to this array with the activity ID of any email record found matching our criteria. Name: EmailIDArray Type: Array Value: [] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c17b2c29-4e3a-409b-aa8f-5269d830318d/Condition.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9b475829-1ab4-4166-a1d5-2abe65be177b/Append.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Append email ID array variable (AppendEmailIDs) Using an ‘Apply to each’ action with a ‘Append to array variable’ action - append all the IDs of the email records found meeting your delete criteria. Because there are many activity parties matching to a single email, our query will return the same email more than once. We need to first gather the IDs to then deduplicate and delete. if you try to delete the same thing twice, the second delete action inevitably causes your flow to fail. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6325bc38-3a64-40d5-a2e5-228d7356c7d2/UnionSet.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Deduplicate the EmailIDArray In a ‘Compose’ step we can use the union() funciton to combine the Email ID Array with itself, which leave only unique values behind. Then set the array variable to the deduplicated array created. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8c0f56ca-5b42-42b2-be42-a2a1d20dbfdd/DeleteEmails.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Delete the internal emails Finally, using the deduplicated array within an ‘Apply to Each’ action we can delete the internal emails. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/44cbf86f-dc17-4534-b4e3-8db00be7bd7c/Delete+internalEmails.png Articles - Delete internal emails from Dynamics 365 or Dataverse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/create-segment-power-automate-dynamics-365-realtime-marketing monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/93ad3617-0d41-458e-91c3-e1618829f571/Cover2.png Articles - Create Dynamics 365 Marketing Segments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d1949731-f42e-4085-9cf4-ae813935e8b1/LeadGUOD.png Articles - Create Dynamics 365 Marketing Segments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/835e9f81-9603-414c-bb75-e0f7f037bf13/SegDefintion.png Articles - Create Dynamics 365 Marketing Segments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7d74663d-f354-422f-8ee6-c2b8fdadd38e/Seg.png Articles - Create Dynamics 365 Marketing Segments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/55f8f585-e3b0-40b6-849b-48e67572f2c3/Piblish.png Articles - Create Dynamics 365 Marketing Segments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/68c6df36-0d24-4159-9547-3fa14b9e027b/CreateConnectionAzureADHTP.png Articles - Create Dynamics 365 Marketing Segments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/398a3c4c-6c65-4e6f-befc-a82f1c447b43/Segment.png Articles - Create Dynamics 365 Marketing Segments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/471cabb6-c6ac-483c-be4b-7ba09f8cfebf/ContactImportExample.png Articles - Create Dynamics 365 Marketing Segments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/contact-point-preferences-control-custom-form-dynamics-365-realtime-marketing monthly 0.5 2025-01-02 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7dad1c17-1e27-44b1-a62c-b68100d1a678/CPP.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Contact point preferences control Once you get your head around it all and realise how cool it is, you will also realise that managing the consent is a little different too. On the out of the box Contact from for Dynamics 365 Marketing you will find a section called ‘Contact point preferences where you can see the consent given to each contact point for the Contact. It’s likely this kind of control and information is useful beyond just Marketing. However, there is no clear or obvious way while editing a custom Contact form how to add this on. Until you read this post… https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d5408537-b693-4ca7-bff7-430cae762202/ContactPrefsDone.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b3a84760-d8d6-4d70-825a-cc428e09f0f9/Custom+Form+Labels+for+Contact+Point+Consent.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bb800878-08e3-45d9-9186-9dca49029b0e/Extract+Files.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6589d8ec-5207-4815-af0e-3c6e4e754081/Iwant.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0c6c569c-20b8-4c2c-97de-eda1f6a3eada/ConsentCOntrol.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ea916ad0-1a9b-4ce7-85ed-5298f94aae00/CompressCPC.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/33f51e5a-e4ec-4a83-85c2-0c941cfbf6b8/ImportCPP.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e10feeab-4498-4daa-b927-93fa6c6387e3/CPCexample2.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/510b6635-aa1f-4bce-a04a-b1be1dfc8312/CPCentre.png Articles - Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/insights-tab-custom-form-realtime-marketing monthly 0.5 2025-01-14 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c50807f2-a32a-4269-83b3-a574cdfd9560/Insights+Tab+on+Custom+Form.png Articles - Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/198408c1-a8a1-486d-9cca-290577958310/Custom+Form+Section+Labels.png Articles - Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6feb2ec6-e39d-4198-a10a-74ed5dc55bc2/Extract+Files.png Articles - Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ec026c75-f084-408e-89d0-399a713b3dc3/InsightsTabReplace.png Articles - Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0cd51a03-45ec-4931-a82b-e6abadaf545a/InsightsControlDescription.png Articles - Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/df873d7a-37b5-44ae-849d-27210f788f7d/Compress.png Articles - Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f972a906-cdbb-4bc8-a573-f9a76b2af62f/Import.png Articles - Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f1ceb359-51e6-4db7-b22c-78f6e6ec23c2/Insights+Tab+on+Custom+Form.png Articles - Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6f0f7f91-d3a4-4ca0-b61c-02aaa200f701/LeadInsightsss.png Articles - Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/dynamics-365-marketing-form-ip-address-geolocation-country-timezone monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/38183c67-5abd-48ef-9977-811e97714ca2/IP+Form+Fill.png Articles - Capture IP Address and Geolocation Data with Dynamics 365 Marketing Forms - Make it stand out Try it yourself -> IP Address capturing form in Dynamics 365 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/535b7aac-0862-4f2b-b74d-dea15b0b768b/PageScript.png Articles - Capture IP Address and Geolocation Data with Dynamics 365 Marketing Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/20ec7cbc-470b-478f-befd-35f42ec99a96/PageScript2.png Articles - Capture IP Address and Geolocation Data with Dynamics 365 Marketing Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/491f2d02-f87b-4dc6-a7a1-792cf57ae607/EG.png Articles - Capture IP Address and Geolocation Data with Dynamics 365 Marketing Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/distribution-list-emails-and-appointments-in-power-automate monthly 0.5 2024-10-07 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/71d21952-7bde-4b5e-8125-724f3f9a78f7/Flow.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dafa6a64-321f-4d47-9d6a-70c1b022cfd1/TriggerOnly.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Trigger the flow from your custom page I always prefer to use the ‘Flow Button for mobile’ trigger rather than the Power Apps one (especially not v1), I find them more prone to being temperamental and breaking for no reason. This data is gathered in the custom page, at this point all data is in a string format: selecting the lists to include creates a comma separated string of GUIDs for each Distribution List selected (DistListArray_Value) the email address of the user who pressed the button, so they can be made owner/sender of the appointment/email (UserEmail_Value) where the activity is an email ‘To’, ‘CC’, ‘BCC’ or ‘Required’. (ActivityPartyType_Value) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/90335ea1-5390-4f7e-813c-8b0e26399189/1.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Compose some useful values for later I have trust issues using trigger inputs within a flow. I find them easier to use in if first captured in well named compose steps. The name ‘ActivityPartyType’ is way more useful to reference than ‘text_1’. Plus if you need to change any of your trigger inputs, you only need to change them in the trigger and the compose step, nothing else breaks. The UserEmail_Value and the ActivityPartyType_Value neevr change during the flow so no need to use a variable for these. UserEmail_Value Action: Compose Inputs: triggerBody()['text'] ActivityPartyType_Value Action: Compose triggerBody()['text_1'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/49ca996b-b8b1-4569-852e-013fa51ff2f6/2.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Initialise variables But variables are also useful to make numbers behave like numbers (integers), arrays to be arrays and to set the same value differently in conditional steps. ActivityPartyTypeInt this step calculates which activity party type out recipients will be ( ‘To’, ‘CC’, ‘BCC’ or ‘Required’), full list of activity party codes here. if(equals(outputs('ActivityPartyType'),'Appointment'),5,if(equals(outputs('ActivityPartyType'),'To'),2,if(equals(outputs('ActivityPartyType'),'Cc'),3,if(equals(outputs('ActivityPartyType'),'Bcc'),4,2)))) ListRowsArray Action: Initialize variable Type: Array This is where we will combine the contacts from the selected distribution lists. RecordURL Action: Initialize variable Type: String This is the URL we will push back in the flow response with a link to the email/appointment record created https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/86d1c457-3f74-4eb2-a983-3ce72beacb4f/3a.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Find Dataverse User ID We need to ensure the user who pushed the button on the custom page, becomes the sender of the appointment/email. To do that we need to find their Dataverse User GUID. LookupUserID Action: List Rows (Dataverse) Table name: Users Select columns: systemuserid Filter rows: internalemailaddress eq '@{outputs('UserEmail')}' Row count: 1 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f4c187e9-6451-4ef4-b07f-4e4dc8eda75d/4.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8d10d7cd-f1ca-4a06-8213-004575a18cda/5.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Define who the Activity (appointment or email) is ‘From’ Now we have the Dataverse GUID for the user, we can start to build out the ‘Activity Parties’ involved with the activity. This defines the user as the person the email or appointment will be from. ActivityPartyArray Action: Initialize variable Type: Array Value: [{ "participationtypemask": 1, "partyid@odata.bind": "systemusers(@{outputs('UserID')})" }] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/01cc9b30-2552-41ab-b341-53727cd31759/RelName.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e02a8724-27a6-444c-a2f3-d10304bd6491/3b.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/657a097a-4c8e-451d-80ce-7a5210cefff6/6.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Append Contacts as ‘Activity Parties’ Now we need to turn the list of contacts, into ‘Activity Parties’ to be added to the email or activity appointment, in this case we will need to append one by one but there are no duplicates so it’s the most efficient we can do here. AppendActivityParties (loop) Action: Apply to Each Output from previous step: variables('ListRowsArray') AppendActivityPartArray Action: Append to array variable Value: { "participationtypemask": @{variables('ActivityPartyTypeInt')}, "partyid@odata.bind": "contacts(@{items('AppendActivityParties')?['contactid']})" } https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ff14eedc-2100-4225-bf4b-14ada188cc9b/7.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ef3e75cf-bfcf-4c62-93ce-dc0770bd8c1d/7a.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - True - Create Appointment CreateAppointment Action: Add a new row (Dataverse) Table name: Appointments End Time: @{addHours(utcNow(),1)} Start Time: @{utcNow()} Subject: @{null} Owner: systemusers/@{outputs('UserID')} Activity Parties: @{variables('ActivityPartyArray')} AppointmentRecordURL Action: Set Variable Value: https://@{uriHost(outputs('CreateEmail')?['body/@odata.id'])}/main.aspx?pagetype=entityrecord&etn=email&id=@{outputs('CreateEmail')?['body/activityid']} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d2c3d20d-080e-4c18-aa83-d33a7cfaaff8/7b.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - False - Create Email CreateEmail Action: Add a new row (Dataverse) Table name: Email Messages Owner: systemusers/@{outputs('UserID')} Activity Parties: @{variables('ActivityPartyArray')}systemusers/@{outputs('UserID')} EmailRecordURL Action: Set Variable Value: https://@{uriHost(outputs('CreateEmail')?['body/@odata.id'])}/main.aspx?pagetype=entityrecord&etn=email&id=@{outputs('CreateEmail')?['body/activityid']} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c29807b3-f0b0-4b2f-b2ae-0d97fb68716d/8.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Send the Record URL back to the custom page Now we use the respond action to send the URL of the created email or appointment back to the user to open, draft and send. Magic! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/786af334-0564-47ff-aad3-2b2d078623e8/sendemailgif.gif Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f05dd0b0-7620-4de1-abdb-e642aca9a017/Full.png Articles - ‘Distribution List’ Emails and Appointments with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/distribution-lists-in-model-driven-apps-custom-page monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6389619c-a57b-47f1-bf47-022403eec5de/DistListForm.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7bacd619-0708-4d83-a39b-936f6da804ac/sendemailgif.gif Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out A fly through tour of the ‘Send an email’ function, send an invite fly through can be found at the end of this blog post too. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8093c23c-bce3-4703-a663-8a2b7ccbecc1/StartScreen.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d9bfd850-be3e-4908-bd2d-805f59a16cce/Distribution+list+selection+gallery.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0d23b91e-08c1-42a0-9cbf-7d118fd39b78/Review+combined+list+of+members+gallery.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2ac0cc44-c82c-4e8d-affd-753f9c42ae69/SelectedLists.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f3321f73-4fb5-4233-9ec4-5590d3cf5855/Recipient+Type.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7cdb422c-b231-4636-8df2-6d3bdde70957/Button.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/01443fb8-6534-44ae-babe-3b407abd6df3/InProgressScreen.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4aaf6eae-adc9-4065-bb89-8009d656970c/CompleteScreen.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/33cb4f99-c2bb-4128-a1e5-7e98e1faabc5/Exit.png Articles - ‘Distribution Lists’ in model-driven apps - Every page needs some kind of way to go back to the start. I have combined a shape/label into a group called ExitButtonGrp which on select sets everything back to the start. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f04e77b4-6c69-40bc-92ab-35623774f63b/Trigger.png Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/516d2f1d-ac6b-4d83-890f-75f7bdd6f52d/sendinvitegif.gif Articles - ‘Distribution Lists’ in model-driven apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/cchange-bpf-business-process-flow-stage-power-automate monthly 0.5 2025-03-28 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/64796760-b638-405b-a79b-70f2004df0bf/BPF.png Articles - Change Business Process Flow Stage with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/39d695c5-abf1-491a-80bb-84c09e18f0fe/GetBPFCustom.png Articles - Change Business Process Flow Stage with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/54f86d23-a6cd-41bb-93f2-cdcd616eacc0/GetStage.png Articles - Change Business Process Flow Stage with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c16744c2-6e43-4fd4-b20d-ec4080d072a4/SwitchBPF.png Articles - Change Business Process Flow Stage with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/choices-option-sets-spreadsheet-csv-dynamics-365-json monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7382ff8b-a724-4463-a893-90d020880fe9/ChoiceHeadersArray.png Articles - Choices: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/40cdbec8-f2f8-43b3-8c4e-00bcba3e2c49/Choice2.png Articles - Choices: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6cc78bab-a971-4b0e-8f9d-bd62648b11cc/Choice3.3.png Articles - Choices: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2d37636a-ab63-4a42-82a6-0a3eeca7c643/Choice4.png Articles - Choices: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/97ebb8ea-81d3-4960-be70-58efd601eacd/Choice5.png Articles - Choices: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/lookups-owners-spreadsheet-csv-dynamics-365-json monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6af0d1c1-a5b4-48b7-a389-59a2e4d7de41/Lookup1.png Articles - Lookups and Owners: Spreadsheet or CSV into Dynamics 365 JSON https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/629a4647-48f3-46f0-b356-db3c555e4349/Lookup2.png Articles - Lookups and Owners: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5c525301-8f4f-4815-a307-83f480086895/LOokup3.1.png Articles - Lookups and Owners: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7b1a171e-83ef-4aee-9785-f0114888589b/UpdateLookups1.png Articles - Lookups and Owners: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7bd42e9d-c1c1-4641-bb9d-13cab7bfaeef/UpdateLookups2.png Articles - Lookups and Owners: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ef5496b3-a172-4433-9e22-6526d3fb11da/UpdateLookups3.png Articles - Lookups and Owners: Spreadsheet or CSV into Dynamics 365 JSON - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/import-spreadsheet-csv-leads-contact-marketing-list-dynamics-365 monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/362c2465-8bb6-42a1-b14f-861cf9d22243/Import.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5cecbbaa-3de9-4337-8b5f-514eabbeeead/1Upload.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Instant flow Create an ‘Instant’ flow that starts with ‘Manually trigger a flow’ and add the inputs as follows Type - with options for ‘Lead’ and ‘Contact’ (not sure how to add the dropdown list? Check here) Marketing List Name File https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d5f77bde-0244-4fdc-8c50-26c7d7a96e90/2ImportantCSVBits.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Important CSV information OriginalCSV - Compose First we will convert the CSV file into it’s plain text format base64ToString(triggerBody()?['file']?['contentBytes']) LineEnding - Compose Then depending on the type of CSV that was uploaded we need to work out which symbol is used to indicate a line ending. I definitely found this on a blog/forum post somewhere and I cannot remember for the life of me where, so whoever/wherever this was - thank you! if(equals(indexof(outputs('OriginalCSV'), decodeUriComponent('%0D%0A')), -1), if(equals(indexof(outputs('OriginalCSV'), decodeUriComponent('%0A')), -1), decodeUriComponent('%0D'), decodeUriComponent('%0A')), decodeUriComponent('%0D%0A')) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c1414c5a-6cc3-436c-be99-f910e5f90ec3/OdataURL.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Environment URL ODataURL - Compose I know there are a million better ways to do this either dynamically or with an environment variable etc. - for the purposes of getting this other magic happening, its just text and I’m not sorry! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/30b4d120-b04c-4818-bd41-35a22e57b0d4/Variables.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Veracious Variables HeaderString - Initialize Variable String CreateContactOrLead - Initialize Variable Object HeaderStringDisplayName - Initialize Variable String first(split(replace(outputs('OriginalCSV'),'"',''),outputs('LineEnding'))) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2a46ee67-2408-4086-98ea-6d8a4dfae0a1/DisplayToLogical.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c5942f04-8545-4ce0-9c4f-0d073737c17b/4GetDisplayNames.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Get the Lead or Contact metadata To be able to convert our display names into logical names we need to query the metadata of the table which we are importing. The user has selected either lead or contact when uploading the file, so we take this, plus the ODataURL from earlier to pull back the Display and Logical names for all the fields on the chosen table. GetDisplayNames - Invoke an HTTP request with Azure AD Method: GET https://@{outputs('ODataURL')}/api/data/v9.2/EntityDefinitions?$select=DisplayName,LogicalName&$filter=LogicalName eq '@{toLower(triggerBody()['text'])}'&$expand=Attributes($select=AttributeType,DisplayName,LogicalName) I’ve used this in similar previous posts here (which also explains to you how to create the connection too). https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/547b91ce-0930-4594-886b-a13106ff6208/Headers.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Turn Display Names into Logical Names Using the split() function we can turn the string of display names from above, into an array which allows us to translate each display name into a logical name Assumptions: header names are not translated & you do not have more than one column with the display name - sorry not sorry. ForEachHeader - Apply to each split(variables('HeaderStringDisplayName'),',') HeaderName - Compose item() Filter array From first(outputs('GetDisplayNames')?['body/value'])?['Attributes'] Value Left item()?['DisplayName/UserLocalizedLabel/Label'] Value Right outputs('Header_Name') AppendLogicalName - Append to a string variable - @{first(body('Filter_array'))?['LogicalName']}, @{first(body('Filter_array'))?['LogicalName']}, https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/71048400-6f1e-474a-8f77-970adcddc5cc/Header2.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Logical Name String A little bit of tidy up to remove the trailing comma from the HeaderString you populated in the loop above, then setting the variable with this value to use later on. HeaderStringRemoveTrailingComma - Compose substring(variables('HeaderString'),0,sub(length(variables('HeaderString')),1)) HeaderStringLogicalNames - Set Variable HeaderString outputs('HeaderStringRemoveTrailingComma') https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f79a4cba-c719-45c4-9ac3-b21945499f90/CSVToJSonConnector.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9d4e16b4-49e5-4ae9-a5d0-8cf1614c9b6b/CSVToJSONIn.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Switch the header names and convert Regardless of how you choose to do the CSV to JSON conversion, it’s really important that you swap out the header Display Names for the Header Logical Names that you created above. replace(outputs('OriginalCSV'),variables('HeaderStringDisplayName'),variables('HeaderString')) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/81fc3897-c84e-4995-b35f-ef9a5c6fd466/Part4.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e5607ca8-39b8-47c3-8b99-b41962e6fd7b/AddMktList.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Create a Marketing List One of the inputs from the flow is the name of the marketing list - we need to create the marketing list and ensure the Member Type is set correctly too CreateMarketingList - Add a row with Dataverse Table Name: Marketing Lists Marketing List Member Type if(equals(tolower(triggerBody()['text']),'contact'),2,4) Name triggerBody()['text_1'] Even better if: check for an existing marketing list first before creating a new one (hint: use the same pattern as we do for ‘Search for an existing Lead or Contact’ below) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d68abb1f-ea32-44be-9767-e71e03dbed62/FindOrCreate.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Search for an existing Lead or Contact First, we need to check if there is already an existing contact or lead that simply needs adding to the marketing list, if not then we can create it. Either way they will be added to the Marketing List later. UpdateOrCreateRecord-AddToMarketingList - Apply to each body('CsvToJson') CreateContactOrLead-CurrentItem - Set Variable CreateContactOrLead item() SearchForContactOrLead - List rows for Dataverse Table Name concat(tolower(triggerBody()['text']),'s') Filter Rows emailaddress1 eq '@{items('UpdateOrCreateRecord-AddToMarketingList')?['emailaddress1']}' and statecode eq 0 Row count: 1 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/44e2c69b-9fc8-41c8-bf7f-22cb7fcb8eab/PandaMeme.jpg Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Combine new and existing contacts/leads in a marketing list I know, I know, it looks like a lot but this is the last step - I promise! Staying within your loop from the previous step. Based on the search result from above we can determine whether to create and add to the marketing list, or just add to the marketing list. Here’s some lumps of syntax - scroll down for the supporting imagery that was too big to go in as a two columnlayout. MatchFound - Condition control empty(body('SearchForContactOrLead')?['value']) If Yes RecordODataExisting - Compose if(equals(triggerBody()['text'],'Contact'),first(outputs('SearchForContactOrLead')?['body/value'])?['@odata.id'],first(outputs('SearchForContactOrLead')?['body/value'])?['@odata.id']) If No CreateContactOrLead - Add a new row with Dataverse Table Name concat(tolower(triggerBody()['text']),'s') Row Item variables('CreateContactOrLead') RecordODataNew - Compose outputs('CreateContactOrLead')?['body/@odata.id'] AddToMarketingList - Relate rows with Dataverse Table Name: Marketing Lists Row ID outputs('CreateMarketingList')?['body/listid'] Relationship concat('list',tolower(triggerBody()['text']),'_association') Relate With @{outputs('RecordODataExisting')}@{outputs('RecordODataNew')} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9bcf574b-9bf0-4c13-8f8c-f4e069674c4d/AddToList.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0b8a4c8e-bf3d-4ddf-a9bc-68b2fbf821f4/Final2.png Articles - Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/automate-timeline-posts-in-dataverse monthly 0.5 2025-04-01 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fd5dd60d-474f-4eea-94fe-f4cc8e342dcf/Posts.png Articles - Automate Timeline Posts in Dataverse Model-driven Apps for important events - What’s a ‘Post’? Timelines are not just for activities and notes though, they also have something called ‘Posts’. There are two types ‘auto’ and ‘manual’. Auto-posts are usually seen when a record is created, or around the Opportunity/Quote/Order side of things in Dynamics 365. Manual ones can be added by users to the timeline (where enabled), they look more like an activity, or a bit like a status update on Facebook. Lets focus on the auto-post here. Auto-posts are not just for Dynamics 365 automates sales stuff that Microsoft makes for you. You can add your own too. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1ade7783-887e-4a31-bad2-ea98d7767cfb/OwnerPost.png Articles - Automate Timeline Posts in Dataverse Model-driven Apps for important events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/767e85fe-f8d9-436e-96fe-66a81b1eeb16/LeadPost.png Articles - Automate Timeline Posts in Dataverse Model-driven Apps for important events - Add an auto-post to the Timeline using Power Automate Nothing too fancy here - it’s just a Dataverse record called Post (posts), the way you show the post in the timeline is using our good friend ‘Regarding’. Action type: Add a new row - Dataverse Action Name: LeadPost Table Name: Posts Source: Auto Post Text: The message you want to show for the post Text:: set as null - it never shows anywhere that I found! Type: Any (see below) Regarding (Table Name): More details on this here. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b4eb04b9-c62f-4d13-9d83-b7084727dd48/PostTypes.png Articles - Automate Timeline Posts in Dataverse Model-driven Apps for important events - Which type of post? Honestly, I have no idea, I tried creating every type of auto post and to me they look exactly the same so erm yeah, take your pick! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/43b46e01-a128-4e84-9aa8-0450a12780a6/Post+when+row+owner+changes.png Articles - Automate Timeline Posts in Dataverse Model-driven Apps for important events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6b417eb9-890d-4dab-9cca-6496642a8421/OwnerPost.png Articles - Automate Timeline Posts in Dataverse Model-driven Apps for important events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/627c5148-35e7-4bb0-9c2f-e4420f358d74/Post+when+a+business+process+flow+stage+changes.png Articles - Automate Timeline Posts in Dataverse Model-driven Apps for important events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/023c5bb5-ec98-4851-a6a6-07928db312d1/BPFPost.png Articles - Automate Timeline Posts in Dataverse Model-driven Apps for important events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5d3f5039-be0e-43e6-b50c-f98a7f4d1612/Swap.png Articles - Automate Timeline Posts in Dataverse Model-driven Apps for important events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/create-sales-tasks-and-phone-calls-directly-from-real-time-dynamics-365-marketing-journeys monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bf430012-5dda-4272-bc29-cfeea5295f20/Yay.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d412b0db-5db8-4ed9-aa79-236e47dd40d8/CreateTrigger1.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/02cffc1d-d9d7-45da-8d96-d35c7e4cbf80/CreateTrigger2.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7397cc55-9039-434e-9c93-0ab8749bb95d/1TriggerAction.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Respond to the Custom Marketing Trigger Create a new Automated Power Automate flow with the trigger ‘When an action is performed’ in Dataverse. Make sure that you have set your trigger as ‘Ready to use’ otherwise it won’t show up here. Trigger: When an action is performed (Dataverse) Catalog: Cxp Category: Custom Table name: (none) Action name: Create Phone Call https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/65019f03-c539-48b5-a845-e60d2db2f413/2GetLeadOwner.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Get the owner of the lead in the journey As this trigger Customer Data type is a Lead, we can use either msdynmkt_profileid or msdynmkt_signaluserauthid for the lead GUID. Using select columns to only grad the attribute(s) we need. Action: Get a row by ID (Dataverse) Table name: Leads Row ID: triggerOutputs()?['body/InputParameters/msdynmkt_profileid'] or triggerOutputs()?['body/InputParameters/msdynmkt_signaluserauthid'] Select columns: ownerid https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/eb6f8830-65eb-4cd9-8a74-e859ac8a85f9/3ActivityPartyaray.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bd855a79-4597-43ed-99e6-9d92edd917d8/4PhoneCallOwnervariable.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Set the fall-back owner of the phone call activity This is our fall-back owner of the phone call in case the ‘Assign to User or Team Name’ input cannot be attached to an eligible user of team in Dataverse, or if the ‘Assign to Lead Owner’ is set to Yes. Action: Initialize variable (Variable) Name: PhoneCallOwner Type: String Value: @{outputs('GetLeadOwner')?['body/_ownerid_value@Microsoft.Dynamics.CRM.lookuplogicalname']}s/@{outputs('GetLeadOwner')?['body/_ownerid_value']} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0a1dd258-7d02-40c9-917f-8e5638c18672/5AssignToLeadownerCondition.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5ff370b4-2969-4000-b9ab-4e646af2c987/6FindUser.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/82394b31-54d2-4aa0-89f6-ab005b7d919a/6.1UserFound.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/57fcc13e-53a3-47b0-bb0c-32422ea6745d/7FindTeam.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/070583ef-2c6e-4766-84d8-1e80b23e90f5/7.1FindTeam.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8936a938-bbf4-418d-b7cc-4331732c270f/8AppendFrom.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/28f292d2-18ac-4ece-bced-98b9980601c4/10CreatePhoneCall.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fa52be10-50c8-41e4-85ec-7c8171f1469a/JourneyNurture1.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/918ed02e-3728-41aa-88a9-1d3321ff0668/Email1.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - A) Create an email with one or more ‘call to action’ links More often that not, the decision to whether to create the activity from the sales journey depends upon the users actions. If the email goes unopened it’s probably not worth following up with a sales call, whilst if they active click on a specific link they have clearly expressed some interest in whatever you were telling them - act accordingly. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/104979d9-d116-427e-9bac-a388cf2916ae/LinkBranches.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - B) Respond differently according to which links was clicked The two call to actions we want to respond to on this email were to either read a blog post or book a call. There are also other links such as ‘unsubscribe’ or ‘privacy policy’ which we most likely do not want to follow up on with a call. 1) Add an email with one or more link you want to branch the behaviour on 2) Add a ‘Respond to an action’ element, set: Choose a branch condition type: ‘The previous message gets an interaction’ Choose an interaction: Email Link Clicked 3) You may need to save at this point, then a light bulb should appear with ‘Specify the link clicked create branches’. Select the ‘create branches’ link so that you can define actions per email link https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/17b9ac78-1916-45fc-b953-0a957eb267ee/CustomiseTriggerInputs-PhoneCall.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Schedule phone calls with hot and warm leads The email in my example has many links, it’s important we act according to what was clicked: ‘unsubscribe’ would be a good point to trigger another custom action that updates the lead status reason to ‘No Longer Interested’ to stop further nurturing or sales efforts. ‘book a call’ link starts with a form being completed and therefore being handed off to a different customer journey that starts with a ‘book a call’ form submission, if they do not proceed to actually complete the form and create a follow up phone call up as a hot sales lead ‘read the blog’ link is a somewhat passive call to action and would be a great one to create a follow up phone call as a warm sales lead To insert the phone call activity add a ‘Activate a custom trigger’ element into the journey and define the attributes accordingly. You can use dynamic inputs from an attribute on the lead or a static free text input. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0c780a23-bb84-4447-9a66-3a37db83b7d6/ExitJourney.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Do not schedule a phone call if the lead has already booked a call One of my favourite things about real time journeys is the ability to end a journey at any point if a specific action occurs. In this case if the lead goes ahead and books a call with us, there is no need to create a follow up phone call, or continue on their nurture path. By defining an alternate exit to the journey when a marketing from ‘Book a call’ is submitted we can ensure that all sales efforts are directed in the most necessary directions. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2fc3c132-eb0a-42d3-90d9-ea43f72bdb65/TimeLineFinal.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/205ef70d-c1f9-4ff8-b2c4-a7ef2bcdff61/FLowE2E.png Articles - Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys - Make it stand out full end to end screenshot of the power automate flow that creates the phone call activity from the journey in Dynamics 365 Marketing https://www.ameyholden.com/articles/insert-your-email-signature-from-dataverse-using-power-automate monthly 0.5 2024-01-24 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/86f9f0a4-067d-4f33-a67e-e395f1696e18/Users.png Articles - Insert your email signature from Dataverse using Power Automate - Meet the users There are two types of users in this world - the ones who set up their email signature in Dataverse, and those who don’t. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/07c2fd81-bab2-495c-9a02-b95b0c5d64b1/EmptySig.png Articles - Insert your email signature from Dataverse using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c14d123b-938b-4a8d-a035-d2aef18b8f96/UserGuids.png Articles - Insert your email signature from Dataverse using Power Automate - Who triggered the flow? We start from someone pressing a button on a custom page, we need to find out who this is in term of their Dataverse user record ID so we can use that to get hold of their email signature and also send the email ‘From’ this user too. There is an ‘x-ms-user-id’ that gets returned in the power app button trigger, however this is the users Azure ID, not their Dataverse User ID. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/209d384d-4670-40f9-bba6-feff54c06265/1GetUser.png Articles - Insert your email signature from Dataverse using Power Automate - Find the user via 'x-ms-user-email'‘ Add a ‘List Rows’ Dataverse action and configure as below - Action name: GetUser Table name: Users Select columns: systemuserid,fullname Filter rows: internalemailaddress eq '@{triggerOutputs()['headers']['x-ms-user-email']}' and isdisabled eq false https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1195a4d7-c491-4b96-be27-3cb3996d7645/2ListRowsEmailSignatures.png Articles - Insert your email signature from Dataverse using Power Automate - Find the users default email signature Add another ‘List Rows’ Dataverse action and configure as below, we can use the user ID from the action above, to filter the email signature records to find the users personal default one - Action name: ListRowsEmailSignatures Table name: Email Signatures Select columns: safehtml Filter rows: _owninguser_value eq '@{first(outputs('GetUser')?['body/value'])?['systemuserid']}' and isdefault eq true and ispersonal eq true https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/43aff6bb-22c4-4675-8908-19793e33caf1/3SignatureFound.png Articles - Insert your email signature from Dataverse using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/05c65240-b6a5-46cd-a107-a943b7fa7b35/DoubleSig.png Articles - Insert your email signature from Dataverse using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bc77c625-e47a-43b5-8cfa-686dfe4aee9a/4CreateEmail.png Articles - Insert your email signature from Dataverse using Power Automate - Create and populate the email We can be sure that either way the EmailSignature variable will now be populated with an appropriate signature for the user who pressed the button. I use some dynamic content from other part of the flow/custom page but the important things to do here are Add an activity party ‘From’ and set using the system user ID we found earlier systemusers(@{first(outputs('GetUser')?['body/value'])?['systemuserid']}) Insert the email signature at the end of the email body (aka Description) @{variables('EmailSignature')} https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/872ee4ff-5d9d-41dc-aa2c-992e81e75b69/CustomignatureExample.png Articles - Insert your email signature from Dataverse using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cd729886-0a57-4864-af46-f4ec14c40343/DefaultSignatureExample.png Articles - Insert your email signature from Dataverse using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/document-generation-power-automate-on-demand monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/173aabc9-a29c-40de-82a4-716a067e5b8d/CustomPageDocUploadGIF.gif Articles - Document generation before your eyes and on demand with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2ec94fd4-d573-4f55-9a49-071e1db54680/WordTemplates.png Articles - Document generation before your eyes and on demand with Power Automate - Option 1: Use Model-driven app word templates Pros: it can be run on demand from the command bar as a document template or ‘Export to PDF’; relatively simple to set up without building or deploying anything; can be personal or system level; it does exactly what it says on the tin Cons: major limitations in terms of what data you can access (the good old one hop rule applies); you cannot filter or sort lists; the document doesn’t get saved anywhere just downloaded to the users device locally and so many more https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c286cb60-31d8-471a-83d9-0cdf25b63610/RunFLowBPF.png Articles - Document generation before your eyes and on demand with Power Automate - Option 2: Use Power Automate document generation as a step in a business process flow Pros: all the data, filters and sorting you can ever dream of; ability to manipulate and transform data from multiple data sources; it uses power automate which immediately makes it cooler; save the file wherever is most relevant to your needs Cons: its a confusing user experience to click lots of buttons and nothing visually happens, (since Power Automate is working in the background), using a flow step means the users has to sit, wait and refresh until somehow the document is created somewhere and maybe shows up as a link on the record or a note in the timeline. If it fails, it fails silently and you have to go digging to soo what went wrong or even find out that it failed. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1665204155463-O7SW9RBD67XLGY7887ED/Invoice.png Articles - Document generation before your eyes and on demand with Power Automate - Browse invoices with work item detail on a single page https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1665203922508-1KFGYMYOZD9PYX0KCXAM/MDAScreen.png Articles - Document generation before your eyes and on demand with Power Automate - Invoice form and work item grid view in Datavser https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1665203924741-PR096PWXMKFH0WR5RST3/Screenshot.png Articles - Document generation before your eyes and on demand with Power Automate - From PDF to prepared email with attachment ready to send in seconds https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1665203922000-KH25QQPTLVJSJ8XD8FK9/MDAEMailScreen.png Articles - Document generation before your eyes and on demand with Power Automate - Email with attachment in Datavsers https://www.ameyholden.com/articles/dynamics-365-marketing-form-referre-url monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2ea730af-72d9-4d55-a298-08cd49cc977a/RefererURL.png Articles - Capture Referrer URL with Dynamics 365 Marketing Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/dynamics-365-marketing-form-submissions-option-set-choice monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/89387e27-610c-4221-9821-2392264cb8f1/Before.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b2b0dbeb-80a2-497e-a24a-ed19994d8475/TriggerFormSubmitted.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Get the form submission Using the Dataverse trigger ‘When a row is added, modified or deleted‘ we can get the flow to run when the form is submitted and ready to process I have filtered here to specific form by name but this could easily be updated to consider other forms either by name or GUID or any other defining attribute. I have also filtered by status to ensure I only pick up successful (192350002) or finished (192350003) submissions. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4236d1c6-1cda-446f-8fad-836c28c6ace1/ListFieldSubmissions.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Get the field submissions Using the Dataverse action ‘List rows‘ we can first filter to get only the submission related to the current response and also to expand to get some important information about the marketing fields which we will use later on - don’t forget the expand, it is important! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/10fc889e-b3af-4b02-9ac5-dccfafb9c4c9/VariableString.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Create your own ‘Submitted Values’ string So we want to turn the individual field submissions into JSON as a single item which can then have each attribute mapped to our custom table. Although we are technically creating an array, create a String variable and set the initial value to [{. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e3a9b12b-169c-4e37-a95c-bb8a2964d03f/%E2%80%98Marketing+Form+Field+Type.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Oh magical ‘Marketing Form Field Type’ We want to loop through each ‘Marketing field submission’, but they need to be handled different depending on their ‘Marketing Form Field Type’ (which your lovely expand query got for you). This post will focus on Option set (3), since we have already nailed Lookup (11), Multi-select option set (10) is a small extension on the single option set but I’m going to save that for another day (when I remember where on earth I have done it before so I can reuse it!) and the rest don’t need any special handling beyond a simple key value pair string. But first - error handling. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e37c2d4e-3966-492c-a5d0-497bfe12d08d/FilterBlanks.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/aa719a67-0130-464a-8754-b2bf03e05860/Switch.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/16705e8f-e55f-47a9-a670-7ddc33ae4b47/Default.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/43535939-1526-4975-b262-cbf7ebd69851/5+steps.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a81807d3-f7eb-46d7-b6bc-b662c67d5c09/LogicalNames.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - STEP 1 & 2: Find the ‘logical name’ for the table and field These two humble if() statements are sheer magic. We use the Marketing Form data fields to be able to determine the table and the field name which the option set relates to. I could write a whole article explaining why, but I would rather go for a run so if you really want to know - contact me! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/16e98e1c-48a2-40e7-ae10-09cd33899314/HTTPReq.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/527da8a4-619f-4be4-bea4-a33a0fdeae0c/Filter.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0d63e591-4823-474a-8a3d-dca65d0a0396/Append.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/75440fb0-7e34-4aef-807b-a12c65640a69/Close.png Articles - Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Close the string variable Finally just outside of your condition but inside the ‘For Each’ loop and our final ‘Append to string’ action that will be used to close out the string variable with }] to complete the JSON formatting. https://www.ameyholden.com/articles/marketing-preferences-contact-point-consent-subscriptions-dynamics-365-marketing monthly 0.5 2024-02-27 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a0432fe7-2ffc-404d-bacf-203e002ce4ae/2024-02-27_15-12-20.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Make it stand out https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-email-text-consent If your custom workflows write to the msdynmkt_contactpointconsent2 or msdynmkt_contactpointconsent3 consent tables, any writes to these tables automatically have data synced to the msdynmkt_contactpointconsent4 table after a delay (potentially 24 hours or longer). The data sync will continue until June 1, 2024. After that date, you'll need to have moved all workflows that write contact point consent records to target the msdynmkt_contactpointconsent4 table. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/97a8bb77-8e25-451e-9da7-03c0aea95b04/ConsentCentreSnapshots2.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ffc5dcba-4a9a-4c24-a9af-662482ee9ec2/1+Trigger.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Manually trigger a flow First we need to make sure that the marketing permission aligns to the customer subscriptions. This will be run as an ‘Instant’ child flow, triggered from your ‘Subscription List Updated’ flow. Honestly, if you want to be able to manage subscriptions in Dynamics 365 Marketing well, you need this anyway (separate monologue pending). Add two string inputs - one for ‘MarketingListId’ and another for ‘MemberId’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/965946af-1a1c-4af8-b922-9f7978042826/2+variable.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Initialize an integer variable This will be used to count the number of subscriptions the contact has, so we can update the marketing email permissions accordingly. Why count? Because a subscription list is a special type of marketing list, not all marketing list memberships equate to a subscription. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/cbe71247-5ff6-4d90-9a43-3bc19b55b2dd/3+lists+mkt+list+memberships.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Find out what Marketing Lists the Contact belongs to The Contact to Marketing relationship is one of those pesky many to many (N:N) things, plus it can be Lead or Contact based so kind of polymorphic too - its not so easy to directly find out what subscriptions a contact has, first we need to find out what Marketing List Memberships they have using a ‘List Rows’ actions on the ‘Marketing List Members’ table. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/36b5e56f-345a-4030-aa9f-e3bab53ea2c8/4+condiiton.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/44bc6abb-2ce9-4db5-90c1-00e98549ba48/6+Isit+a+subscription+though.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Any Subscriptions to report Madame? In the ‘Yes’ pathway of your condition we know that the Contact has at least one Marketing List membership - but we don’t know if that’s a subscription list or not. Using a ‘List rows’ action we can loop through each Marketing List the contact is a member of and check if its of type ‘Subscription’. Add an ‘Increment Variable action inside this loop which adds one to our ‘NumberOfSubscriptions’ variable every time a subscription list is found. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c3ae3b12-8a03-436c-a671-3603f3427360/7+big+if.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/97b06635-71d4-46c1-afcd-045de983b612/8+UpdateEnd.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Update Contact ‘Do Not Allow Bulk Email’ with the outcome Combine all three possible outcomes into a single ‘Compose’ step, onle one of them will have been set, the other two will be blank. Using ‘Update a row’ set the Contact ‘Do Not Allow Bulk Email’ field to true or false. Respond back to the flow that triggered this to let it know you are done using a ‘HTTP Response’ action. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e1ae0a03-b970-4c22-929f-fe4e061aa919/2.1+button.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Manually trigger a flow Start this instant flow with the same ‘Manually trigger a flow’ trigger as last time, add two string inputs - one for ‘EmailAddress’ and another for ‘BulkEmail’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7885dc4c-76b6-420c-98cd-267ca7c5f3ec/2.3+vars.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Two integer variables walk into a bar Initialize two integer variables for ‘ConsentStatus’ and ‘Reason’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4884d8be-e29d-42d5-9503-3e42b47ce06a/2.2+get+consent.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Find any existing consent records Add a ‘List rows’ action with the Table name ‘Contact Point Consents’ - you might be lucky enough to see you have three (yes 3) tables showing all called the same thing… don’t ask. Choose one then switch to ‘Peek Code’ and keep trying different ones until you see ‘msdynmkt_contactpointconsent2s’ under entityName. Since this consent is contact point specific we search by email address of the contact rather than the contact itself. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c373db38-bc72-4822-9908-b0636d372b55/ContactPointConsents.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Make it stand out Why have one Contact Point Consent table when you can have three!? https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f0f8b9c0-eac5-410f-b5c1-17e63e28085d/2.4+switch.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/19340c68-0a57-4b8a-9750-eeb48b6022bc/2.5+update+consent.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7db9a1c5-92fe-4a8c-a810-8f15c5da5c58/2.6+email.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Create an email contact point consent record Add a ‘Create record’ action and again you need to choose the Contact Point Consent table that has a logical name of ‘msdynmkt_contactpointconsent2s‘. Pay attention to the values you are inputting, it gets very upset if you get them wrong! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/80e55822-e43b-400f-9241-6f3e77b19641/2.7+track.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Create a tracking contact point consent record Very similar to the action above but just be careful about which fields you are setting the value on. The Type is always email but the Consent Type Value and UI based status input changes. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9cffd26d-d213-4868-b737-d827dba8aaf7/2.8+end.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Mission Flow - over and out Respond back to the flow that triggered this to let it know you are done using a ‘HTTP Response’ action. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bcce4021-158e-4424-920e-9bf0174bc358/1.XX+call+child.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ccf09da4-3544-4084-a9a3-e0ccaf2ae74c/E2E.png Articles - Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/trigger-flow-marketing-list-subscription-list-updated monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/afb4a831-1c5e-4927-85b2-a76de78a2d7e/SubCentre.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - What’s a subscription list in Dynamics 365? I’m glad you asked - in Dynamics Marketing you have the ability to set up subscriptions which your customers (and potential customers) can sign up to. Behind the scenes they are simply ‘Marketing Lists’ with a space flag called ‘Is Subscription’ set to Yes. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9bb64ee5-d0d2-4466-b2cd-052dd000986c/1+flow.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - 1) It all starts with a flow Unlike the chicken or the egg dilemma, in this case I can confidently say that the flow comes before the Webhook. Create a new ‘Instant’ flow with the trigger ‘When an HTTP request is received’, and a single ‘Compose’ action which pulls through the ‘Body’ from the HTTP Request. Copy the HTTP POST URL, you will need it for step 3) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/26e24db8-d0ba-44f1-be1e-ccfd6f612b66/Install.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/287d5275-5c1d-4737-b864-022f8e893582/LoginPluginReg.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9175bde2-0fab-49b9-bae7-81664de8671d/CreateWebhook.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/572517e5-b099-4f76-9726-6d8c71efa0f6/RegisterNewStep.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f3ab2386-4d8b-4412-9a05-64f461f33d05/StepsRegistered.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/153d985f-297d-4cf4-8dd7-526c53dc985d/MarketingListUpdateMethods.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/66fc7834-29df-483a-ad76-7c39581ccb7c/INitialize+variables.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c53b2348-c227-4cd0-8dab-1b00320d5461/ParentContextNull.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2e38f078-9bc9-4d55-bd50-b5a526e1d0f7/PrentContext.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/45ea7e63-9d06-4cc4-9611-ae7ded29d421/ApplyToEachParentContext.jpg Articles - Trigger flow when a Marketing or Subscription List is updated https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/69ca9480-a742-41c5-9ed2-1422b7c5bf6b/Case-Target.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - As an example the image shows the ‘Target’ case, add a case for each of the following ListId Set variable ListId items('Apply_to_each_2')?['value'] EntityId Set variable ContactId items('Apply_to_each_2')?['value'] Relationship Set variable - Set variable Relationship items('Apply_to_each_2')?['value/SchemaName'] MemberIds Set variable MemberIds items('Apply_to_each_2')?['value'] RelatedEntities Set variable RelatedEntities first(items('Apply_to_each_2')?['value'])?['LogicalName'] Target Set variable Target items('Apply_to_each_2')?['value/LogicalName'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f83e6417-aed7-489c-9c88-9ff979093823/ApplyToEachInputParam.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b999afc0-256f-456a-8635-4299b6ad2986/SetRelatedEntities.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - As an example the image shows the ‘RelatedEntities’ case, add a case for each of the following ListId Set variable ListId items('Apply_to_each')?['value'] EntityId Set variable ContactId items('Apply_to_each')?['value'] Relationship Set variable - Set variable Relationship items('Apply_to_each')?['value/SchemaName'] MemberIds Set variable MemberIds items('Apply_to_each')?['value'] RelatedEntities Set variable RelatedEntities first(items('Apply_to_each’)?['value'])?['LogicalName'] Set variable ListId first(items('Apply_to_each')?['value'])?['Id'] Target Set variable Target items('Apply_to_each_2')?['value/LogicalName'] Set variable MemberIds items('Apply_to_each')?['value/Id'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6a828afa-106a-4105-acf8-c36c51baf3c7/CheckYoSelf2.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/469555b2-58d7-4c0e-927d-063f3c8d88ee/CheckSubscriptionList.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/96d649db-e6fb-4789-87c0-e0f15ed9c902/IsSubscription.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6dbaf533-b00a-4a1b-8bed-7a9635afc5f4/NowWhat.gif Articles - Trigger flow when a Marketing or Subscription List is updated - Now what? Two final useful pieces of info to help you on your way: 1) To find out what happened to cause the Webhook signal use this: triggerBody()?['MessageName'] This will be one of the Plugin Step names you defined: AddMember (contact(s) added to list) Disassociate (contact(s) removed from list) RemoveMember (contact(s) removed from list) 2) Sometimes MemberIds is populated and wrapped in [‘ContactGuid1ContactGuid2‘], some times ContactId is populated and sometimes its both with the same ContactID What’s next? Well that depends on why you wanted to trigger the flow when a marketing list was updated in the first place… so, either go forth and conquer or stay tuned for my next post on updating the Marketing Preferences and Consents in response to a subscription list update. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f7da1d2f-246f-4512-9104-8b9bca9b61be/ChildFlow2.jpg Articles - Trigger flow when a Marketing or Subscription List is updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/add-sharepoint-link-dynamics-365-dataverse-record-row-user-expereince monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8309509e-5c13-42b8-b846-e9cc4cdf1c8f/GetToFolderBefore.jpg Articles - Improve the Dynamics to SharePoint Integration user experience a little bit more - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/194e5561-0d82-4bd7-8261-b52c623a85a0/After2.jpg Articles - Improve the Dynamics to SharePoint Integration user experience a little bit more - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/75261573-2153-4e88-9e09-75f94b36e32a/DocLocCreatedUpdated.jpg Articles - Improve the Dynamics to SharePoint Integration user experience a little bit more - It all starts with a Document Location Change type: Added or Modified Table: Document Location Select columns: relativeURL Filter rows: (statecode eq 0 and locationtype eq 0 and servicetype eq 0) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ef38c45c-e1bb-46e5-86a2-5f3821f47bc5/RegardingDocLoc.jpg Articles - Improve the Dynamics to SharePoint Integration user experience a little bit more - What is the Document Location ‘Regarding’? Depending on whether you are looking for an opportunity URL or an Account URL you will set the condition accordingly (or maybe use a switch statement). When identifying the table it is ‘Regarding’ you need to use the plural name for the table so in this case ‘accounts’ or ‘opportunities’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ce215b72-9003-4009-aaea-f3e1c37c98cc/GetParentDocLoc.jpg Articles - Improve the Dynamics to SharePoint Integration user experience a little bit more - How deep is your folder? If you are going for the URL of a child fodler (such as Opportunity) then you will need an extra step here to get the Parent Document Location, and also expand to get the relative URL of it’s parent record too. Table: Document Location Row ID: Parent Site or Location from the trigger step Expand Query: parentsiteorlocation_sharepointdocumentlocation($select=relativeurl) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e05327b3-188f-4c8f-9660-d12011ec7142/URLs.jpg Articles - Improve the Dynamics to SharePoint Integration user experience a little bit more - Formulate the SharePoint URL Now we have all the pieces of the puzzle we need, just need to get them in the right order! Account Folder URL: SharePoint SiteAddress /account /outputs('Get_Parent_Doc_Loc')?['body/parentsiteorlocation_sharepointdocumentlocation/relativeurl'] Opportunity Folder URL: The same as above, plus /outputs('Get_Parent_Doc_Loc')?['body/relativeurl'] /triggerOutputs()?['body/relativeurl'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/169aa32f-b1fe-4711-bbda-ae0897f3f627/SPFolderName2.jpg Articles - Improve the Dynamics to SharePoint Integration user experience a little bit more - This comes with a health warning which I must first preach: there is a valid reason why the SharePoint folders get created with the record name followed by the record GUID - to make sure the folder name is unique and you don’t end up with multiple records pointing into the same folder. I prefer to handle this in Dynamics with duplicate detection and good data management practices. Therefore we can safely remove the glaringly ugly and confusing GUIDs from the folder names. https://www.ameyholden.com/articles/update-sharepoint-folder-names-when-row-record-name-changes-in-dataverse monthly 0.5 2024-03-14 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f788ce7f-9d43-4aa1-a8ea-c286a241f328/SPFolderNameGood2.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9bdc0a7d-bd85-4100-beab-cd16f7f13525/SPFolderNameBad.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6993daec-496c-414c-95bc-0f3697175ae2/1NameUpdated.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - The row name has been updated Anytime the name of the row changes, we want to reflect those changes in SharePoint. Ensure you use Select Columns so the flow only runs on the name change and nothing else. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5caf1a3b-5cda-49ce-88c4-37fe4c1a037a/2ListRowsGetDocLoc.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Find the Document Location First we need to find the Document Location, as this gives us the key to the SharePoint folder (and we will also need to update this later too. Action: List rows Name: GetDocLocForVendor Table: Document Location Filter rows: _regardingobjectid_value eq RecordID Row count: 1 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f9672233-eed1-43b1-9c1e-6e8c726b953e/DocLocFound.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/92eb201c-b3f5-4373-8245-961c8734f071/CleanseNameSpecialCharacters.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Clean up your forbidden characters That sounds like a name for a new Netflix series doesn’t it? Anyway SharePoint is a delicate little flower and doesn’t like some special characters being used in its folder name so these need to be stripped out of the new record name like so. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7ac9c400-5b8f-453a-a4b3-f67f8f039e29/GetSPFolder2.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/583f9cc4-d989-433c-812e-03a663367de8/ComposeStuff.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/125c1bc9-ec7c-4441-8c20-addc7655c1e8/UpdateSPFolderName.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/61e902fb-c276-445c-ad8b-48fe5afede61/UpdateDOcLocRelURL.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Update the Document Location Relative URL Now we need to update the Document Location relative URL to match the new SharePoint folder name 9This is what ties the SharePoint folder and the Account record together). We know which Document Location to update because we found it earlier on in the list rows ‘GetDocLocForVendor’ action. Again using first() to avoid loopy loops. first(outputs('GetDocLocForVendor')?['body/value'])?['sharepointdocumentlocationid'] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/def76d2d-11b3-4314-a4df-d54c972b9838/UpdateSPLink.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Don’t forget to update the SharePoint link (optional) In case you have added the SharePoint folder link anywhere, make sure you go and update it accordingly too! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/26a113ec-c873-4013-894e-13408c333fc6/Yay.jpg Articles - Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/upload-documents-model-driven-app-dynamics-365-sharepoint-metadata-custom-page monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e30b8f90-3f48-4806-a6fc-721cf0f0f5d2/HIgglights.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Video demo -> https://youtu.be/BTG5MQ16cHw https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b6ab7282-7a20-4128-ba02-1dba27f82577/AddCUstomFieldsForMetadata.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b108954f-c6af-409e-a2df-102779e1734f/Metadata.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/71630359-9155-4cbc-a6da-f03a85730726/DocumentModal.gif Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bae2cdf6-a468-4208-9a93-2d965172ba2b/ListRowsDocLoc.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Locate the correct SharePoint folder based on the record context in which to upload the file Using a list rows action for Document Location, filtering on the Regarding ID of the row you want the SharePoint folder for regardingobjectidvalue eq 'ROW_ID' In my case the ‘Vendor’ but essentially, its the Account GUID P.S There is a whole heap of blogs about SharePoint folder hunting/matching/magic by Linn Zaw Winn which helped me out here. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9d34fdc1-5fe5-49d6-8ee9-dced5dd532fb/FileNameDocExtension.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Appending the file extension (e.g. .docx) if the user removed it during their editing of the filename Where text_5 is the full file name input by the user and last(split(triggerBody()['file']['name'], '.')) is the extension included in the original file which was uploaded. If they match no update, otherwise it will append the file extensions on to the given file name. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ee4e6e53-655f-49b5-b0d7-5fa11b200e1a/SearchSharePoint.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Making the file name unique Uploading a document into SharePoint when there is already a file in the folder with the same name will either fail or overwrite the existing document. Sometimes that’s useful, but here it is not. Using the SharePoint Action ‘Get files (properties only) you can search a specific folder for a matching file name. Switch the filter query to ‘Advanced Mode’ (the red square on the photo - click it!) then enter the query: FileLeafRef eq 'FILE_NAME_VARIABLE' where 'FILE_NAME_VARIABLE' is the outputs from the step above - the name you intend to give the file. P.S in ‘Site Address’ I am using an environment variable to pass in the SharePoint Site address, so that when I deploy to another environment, all the flows can be easily repointed to the correct SharePoint site - handy! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b23b51d6-5a9c-44fa-a5a7-2a6bb34c6534/FileNameUniqueTrueFals.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/75b795c4-c3dc-421b-bf63-f047013e666a/AppendDateTimeStamp.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6275c234-1bca-4697-b8ef-ba7f00c6cec1/Progress.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d533b0e5-391a-46a3-813d-4caab7e443ba/ButtonsToExit.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/58ed56c8-e304-451b-9da2-eae49509bdee/Navigate.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8ddf3652-aacc-46ac-b0c7-9287b4fc48a9/DocumentActivity2.jpg Articles - Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/dynamic-link-dataverse-html-tables-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dd09e54f-055a-47b0-ba59-3dcee95d93f1/FinalEmail.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/210cffdc-36b4-4546-b647-6d2f044b62cf/ahref.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - Create this guy for later Add this action at the top of your flow, we will use and reuse it later. You could declare a string variable also but I’m lazy and this allows me one or two less clicks. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8978e22d-df33-419a-b253-96ddab5e739a/Opp1.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 1.1) Search for Opportunities Using the Dataverse List Rows action and using the OData filter to retrieve only the relevant opportunities for each user. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0e27a235-ce6b-4511-a686-58e5f6e6f4c2/Opp2.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 1.2) Did you find any Opportunitties? If the user is a goody two shoes (or just a really bad salesperson) and they don’t have any opportunities due to close, then there is no point sending an empty table. Using a Condition action we can use the following formula to see if any rows were returned from the search. empty(body('OppDueThisMonth')?['value']) This returns either true or false, if its false then the search has successfully found at least one opportunity - proceed to table creation. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f22b9a4f-bd7f-4a83-8c21-d598f3cf3cf2/Opp3.2.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 1.3) Create the HTML table Use the Create HTML Table action, where the ‘From’ input is the search results from the Opportunity list rows action above. Select the custom option to map the columns yourself. We are going to make the title into a clickable link by combining the a href compose outputs from above, uriHost, Opportunity ID and Opportunity Name like so -> <AHREF OUTPUTS="https://URI HOST/main.aspx?pagetype=entityrecord&etn=opportunity&id=OPPORTUNITY ID">OPPORTUNITY NAME</a> AHREF OUTPUTS See above “Create this guy for later“ - if you type this section ‘a href’ it seems to loose the space between a and href, which then breaks the link URI HOST Using uriHost ensures that when you move this flow between environments, it will always be creating the correct link without modifying any environment variables or the flow itself. Like so: uriHost(item()?['@odata.id']) More info on uriHost -> this blog post OPPORTUNITY ID & OPPORTUNITY NAME Select them from the Dynamics Content list or use the below syntax as an expression: item()?['opportunityid'] item()?['name'] The rest is just text and HTML tags - copy pasta (paste) away! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7a7ab7fb-3683-482f-989a-8486e20ddb78/SPaceHtmLTableLabel.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - BONUS TIP If you type directly into the Header column the name of the column, it will not allow you to add any spaces. BUT if you copy the column names from elsewhere and paste them in - you can have a space - yay! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/17c509be-4e90-4a08-a0e9-6e8321b9066d/Opp4.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 1.4) Make the HTML table look pretty-ish This step is entirely optional and just allows you to style the HTML table before dropping it in the email. More info on HTML table CSS styling -> this blog post. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/735e4ba7-20c2-4e16-86fe-c9ff47a6fb32/Opp5.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 1.5) Make the links clickable If you skip this step - the HTML above will not be interpreted and instead your link will be surrounded by <a> tags and totally non-clickable. This step is ugly but its pure copy & paste, just replace CSS STYLED OUTPUTS with the outputs from the step above using the dynamics content builder. replace(replace(replace(CSS STYLED OUTPUTS,'&lt;a href=&quot;','<a href="'),'&quot;&gt;','">'),'&lt;/a&gt;','</a>') This converts the HTML tags into actual tags rather than HTML interpreted symbols https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1a2fa56a-484f-4790-8788-03259192c995/Activities1.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 2.1) Search for Activities Using the Dataverse List Rows action and using the OData filter to retrieve only the relevant openn Activities for each user. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ea029f90-e483-43db-b237-e4e4939f6e7a/Activities2.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 2.2) Did you find any Activities? No open activities = no table. Using a Condition action we can use the following formula to see if any rows were returned from the search. empty(body('OpenActivities')?['value']) This returns either true or false, if its false then the search has successfully found at least one activity - proceed to table creation. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/62980c37-4435-4e82-8fa4-a9bd7ec2205b/Activities3.55.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 2.3) Create the HTML table - Activity link Follow all the same steps for 1.3) above, just using Activity instead of Opportunity List Row results. We are going to make the Subject into a clickable link by combining the a href compose outputs from above, uriHost, Activity Type, Activity ID and Subject like so -> <AHREF OUTPUTS="https://URI HOST/main.aspx?pagetype=entityrecord&etn=ACTIVITY TYPE&id=ACTIVITY ID">SUBJECT</a> AHREF OUTPUTS & URI HOST Same as 3) above ACTIVITY TYPE A new piece of Gymnastics for this post - and it’s a beauty! There are many different types on activity (Task, Email, Appointment, SMS etc.). This impacts what follows etn= in the link. Fortunately this is passed as part of the Activity List Rows results in activitytypecode@OData.Community.Display.V1.FormattedValue. Then we need to convert it to lowercase, using toLower() as the URL is case sensitive e.g. Activity type=Task -> URL Text=task toLower(item()?['activitytypecode@OData.Community.Display.V1.FormattedValue']) More stuff like this -> Power Automate Gymnastics Reference Guide ACTIVITY ID & SUBJECT Similar to 1.3) above - select them from the Dynamics Content list or use the below syntax as an expression: item()?['activityid'] item()?['subject'] The rest is just text and HTML tags - copy pasta (paste) away! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d4d99bf9-b154-4a28-a967-41b524391272/Activities3.5.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 2.4) Create the HTML table - Regarding link Finally our good friend ‘Regarding’ - it is a similar premise to the activity URL that it has many different types. Se we use all of the stuff above in 2.3). However, ‘Regarding’ is an optional column for an activity record, not all Activities are linked to another table using ‘Regarding’. The function toLower() doesn’t handle null values, causing the rest of the flow to fail. If ‘regarding’ is blank - do nothing. Otherwise combine all the pieces of the regarding URL using concat(). Anything that is text must be wrapped in single quotes (‘), each item of the string is connected with a comma (,). if(empty(REGARDING, null,concat('<',outputs('ahref'),'="https://',URI HOST,'/main.aspx?pagetype=entityrecord&etn=',ACTIVTY TYPE,'&id=',ACTIVITY ID,'">',SUBJECT,'</a>')) Yikes! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8d02d3bc-19bb-4709-a715-4c2857556c15/Activities3.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 2.5) Make the HTML table look pretty-ish Optional HTML table CSS styling, same as 1.3) from above https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ee8b5434-8862-407e-b81b-870baca23ddc/Activities4.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - 2.6) Make the links clickable If you skip this step - the HTML above will not be interpreted and instead your link will be surrounded by <a> tags and totally non-clickable. Same as 1.4) from above. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0a86751f-92a4-4b7f-a606-71a21e404620/EmailCheck.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fea11d48-6c10-4675-9762-421b70db7537/SendEmail2.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ee5f0fa8-24a9-45f6-950e-6855bbc9b86d/FinalEmail.png Articles - Adding Dataverse Record Links in HTML Tables in Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/dynamics-365-marketing-form-prevent-non-business-email-address monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/daf02113-ebd1-4750-a6d5-1073db324c3c/MktFormGoLive.png Articles - Prevent submission of a non-business email address in Dynamics 365 Marketing forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/50b0a3e7-be2a-4dc3-93f4-ebd13f910a3b/GetFieldID.png Articles - Prevent submission of a non-business email address in Dynamics 365 Marketing forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6b2ec52b-3a88-4e19-8d13-5a254ff0b545/GoLive.png Articles - Prevent submission of a non-business email address in Dynamics 365 Marketing forms - Last but not least - don’t forget to Go Live with the Marketing Form https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9fd63c84-10db-488a-9f78-7ddd095dff5a/EmbedForm.png Articles - Prevent submission of a non-business email address in Dynamics 365 Marketing forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4ef96fa8-b268-4dd0-a783-f03aa48ace93/HTMLTabMkyPage.png Articles - Prevent submission of a non-business email address in Dynamics 365 Marketing forms - Switch the the HTML tab https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/54602593-bca5-410f-8a9f-60264d912e72/AddJS.png Articles - Prevent submission of a non-business email address in Dynamics 365 Marketing forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/14357381-010d-48d5-bfec-e3dd43419037/PageURL.png Articles - Prevent submission of a non-business email address in Dynamics 365 Marketing forms - ‘Go Live’ with the page, then using the Full Page URL on the Summary tab launch the landing page and form to try it out.. https://www.ameyholden.com/articles/whats-new-dynamics-365-marketing-features-wave-1-2022 monthly 0.5 2022-02-14 https://www.ameyholden.com/articles/sync-dynamics-365-outlook-email-attachments-to-sharepoint-using-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/62ad0810-13eb-4f77-97b2-5c56fc59f18e/FIles.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9173e11f-b891-4637-865a-c5ebb8d7885c/SetRegardingEmail.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632289768693-XEQ1DQYX8HUURCAFGGY7/Cover.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4b81b8c1-4f8a-4fda-8072-b36db05a01d2/EmailSentRecieved.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/48216fc8-a914-4a8e-b281-77e2f0ed7857/GetAttchments.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/faab0920-6706-401f-af68-847f9d864b3c/HasAttch.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/957ba440-dc03-47d4-af42-06d26b0ece72/Switch.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0e7ebd07-c72c-4405-9ab8-44f359b8a787/Folder+Strucutre.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Document Locations, Folders & URLs A ‘Document Location’ is what connects the SharePoint folder, to a particular Dataverse record. We have set up the folder structure ‘based on entity’, where the entity is the Client (contact). If you have not then you would use the same to step method for Contact as you would for Opportunity to create the documents URL, as the folder is at the top level rather than nested in the Client (contact) folder. We are going to save all the attachments in a folder called ‘Email Attchments’ which is held in the Clients (contacts) folder. Each document location has a ‘relative URL’ but this is not the complete URL we need to tell the SharePoint action where to create the file. If the flow finds an existing ‘Email Attachments’ folder then it will place the files here, otherwise it will create it. No need to check and initiate the create as a separate step https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/705cad6c-0fa4-40c8-97a5-74a03f5b73c9/cONTACTfoLDER.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4c0ff428-0b63-4a3b-98d1-f4cf4a968b2b/OpportunityURL.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6663f070-8a6f-47fb-bfe9-400e510f6b0e/EachAttachment.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632289236877-QGQUGXEHWVRVQYUDWNEV/DocumentsInSharepoint.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632289214687-RN2DHHAVJJY8JWXCDIMZ/DocumentsInDynamics.png Articles - Sync Dataverse Email Attachments to SharePoint using Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/dataverse-choice-power-automate-dynamic-no-switch monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b348e47f-dbb6-4d3f-aef4-be2ccd6b6233/Choices.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/17130228-a706-41f2-bd33-8048158e1498/MonsterSwitch.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/89bf269f-bfd7-40ce-b692-9698988f9dac/Flowe2e.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dcb8b9ad-6812-4448-8083-5c0c5b95dc05/Scope.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - 1) Scope It All the following steps will live in a ‘Scope’ as they are a set of steps that relate to getting the choice value. Completely optional but apparently it makes things look a bit tidier and seems like good practice https://www.blueshiftco.com/blog/keep-your-flows-organized-using-scopes-in-power-automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4d92d9ca-0af0-49ab-9bb3-687ffddc666e/ConnectHTTPRequest.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - 2a) Connect to HTTP with Azure AD Don’t panic - you do not need to create an Azure App or anything else - just use your Dynamics/Power Apps URL for both the ‘Base Resource URL’ and the “Azure AD Resource URI’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/bb3476b1-8fb4-4be4-bf8f-5e531767c1db/HTTP+Req.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - 2b) HTTP GET Request The Method is GET then you need to use this lovely big long scary URL. Most of it you can leave ‘as is’, but you do need to update it in three places to add your Dynamics/Power Apps URL, the table name and the column name of the choice column you want to get values from. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/0cbfc9e7-5c09-4953-969d-51eb477c4980/SetURL.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/659fc7b2-21d8-4f6e-9b3f-ce93d17aaabc/ParseJSON.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - 3) Parse JSON We are going to use a ‘Parse JSON’ action to make some sense of our HTTP GET request. The content selects just the ‘Options’ from what was returned, we don’t need the rest. Scroll down to the bottom of this post for the Schema snippet. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3280aa48-f9a6-459b-b9c6-fa27a0feabc5/Filter.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - 4) Filter Array The outputs from the Parse JSON contains all of the choice labels and values + lots of other stuff, so now we need to filter it down to get the value we want. This is where you will use a value from a previous action/trigger in your flow. Using any of the standard condition statements such as ‘equals’ or ‘starts with’. In this case I have the start of the label to match. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7c80f2a9-aca3-489e-9766-9883d221f1bb/Select.png Articles - Set Dataverse Choices in Power Automate dynamically - without a switch statement! - 5) Get Choice Value Even though we have filtered the array to only one value, it is still an array so if you just take the ‘Value’ as a variable you will get sucked into another unwanted loop. instead we can use the [0] action to get the first item in the array then ask for the specific part of the array item - the ‘Value’. NOTE: I am making the assumption that I will only get one match because the filter I passed will always match to a single choice, if this is not the case - create some better filter conditions https://www.ameyholden.com/articles/dynamics-365-marketing-form-website-url-submission monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1b678ceb-85bc-4272-a236-eaf676b5878e/WebURL.png Articles - Which web page was my Dynamics 365 Marketing form submitted from? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/10e021f6-fa07-481f-8816-a32ce3a67da9/12.png Articles - Which web page was my Dynamics 365 Marketing form submitted from? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e3c593f7-dfd5-459c-abb9-6690c07ffc21/34.png Articles - Which web page was my Dynamics 365 Marketing form submitted from? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/347c5a38-cbf9-4c69-b3b5-1b669418fbb2/567.png Articles - Which web page was my Dynamics 365 Marketing form submitted from? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/71c73c4e-d479-4381-ba3f-894e7547a51f/122.png Articles - Which web page was my Dynamics 365 Marketing form submitted from? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1891704e-5ae5-4a76-b5cc-db44480202f7/FindFormID.png Articles - Which web page was my Dynamics 365 Marketing form submitted from? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/45a502f3-bdfb-491c-b1d4-d1484d983a17/WebURL.png Articles - Which web page was my Dynamics 365 Marketing form submitted from? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/pcf-abn-lookup-model-driven-power-apps-dynamics-365 monthly 0.5 2021-11-29 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c5eb467b-4e5e-4d06-9f67-2a2d7b79b459/ABNControl.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c63cd6d1-4ff6-48fb-b3c4-afe02c62637c/MapvsABN.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/849d809e-508e-4241-834d-d5fafcb8cc12/Switch+to+Classic.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c1e444b5-25b8-4937-b023-ebe54bc1accd/ClassicVModern.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/4e4f694e-b71b-4de0-966a-2aeec66b8ca2/OpenInstructions.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/38b0da4f-c1d2-4f31-814f-2d7624d372bb/SearchType.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Search by Business Name, ABN or ACN Number The control provides three different ways to search Name - This is the name of the business or company, and don’t worry if its not exactly right as it will return all search results in order of accuracy as to what the best match might be. Great if you know the company name but need to find their ABN details. ABN or ACN - This way you can take an ABN or ACN number, using the tool to validate where it exists and also if it is currently active, plus lots of lovely other information too! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/fef1d923-c18a-4ab9-bc68-ae72138f97fd/AddCOntrol.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/dd27996b-32c2-41ea-aeb6-d8c1c9a36519/Mapped+Data.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3a0e60e9-0a39-4677-8409-9ed242c0bdda/ColourMapping.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/b06517a4-61b8-4456-8992-9dce39f0b876/SetControl.png Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Change from default control Once you have mapped all the columns, be sure to check the ‘Australian Business Register Name Search’ control is selected to show on web/phone/tablet. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2c4b9472-b0fa-42df-9342-879ef019a806/ABNControlInACtion.gif Articles - How to use PCF controls in Model-driven Power Apps and Dynamics 365 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/automate-dynamics-365-marketing-form-submissions-for-custom-tables-with-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/e5fcf6ab-96fd-4328-8ec5-54f8f40f3920/All.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/a2e577ca-0a0b-4525-8ac9-6150427e3dcd/Fields.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2e3de939-939a-479e-af86-4781bfd368b7/BlankSubmittedValues.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/c74bd0e1-e5fe-4130-9cae-31bd3659ff8f/Trigger.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Get the form submission Using the Dataverse trigger ‘When a row is added, modified or deleted‘ we can get the flow to run when the form is submitted and ready to process I have filtered here to specific form by name but this could easily be updated to consider other forms either by name or GUID or any other defining attribute. I have also filtered by status to ensure I only pick up successful (192350002) or finished (192350003) submissions. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/26d3cbb2-af31-4133-877c-7ab87722a5d5/ListRows.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Get the field submissions Using the Dataverse action ‘List rows‘ we can first filter to get only the submission related to the current response and also to expand to get some important information about the marketing fields which we will use later on. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/10fc889e-b3af-4b02-9ac5-dccfafb9c4c9/VariableString.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ede4694b-e639-40ab-8742-afdf33db5f44/FilterLookups.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9e709d79-199f-44b4-b487-f892a68ab510/ParselOOKUP.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/8b9e4efa-ad06-4567-ade8-1f4f6084338f/Append+lookup+string.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1733917d-040f-4888-b365-d5f17c2dcfc0/2021-11-07_16-24-26.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/6fd4e1e6-6794-4bc3-a255-6937dc17c7c8/AppendString.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2afc1dbd-fecd-4046-8a2b-cc6675030a36/CloseString2.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ede4f2ca-6cbe-476c-9b60-38305fdaf7ce/GenerateSchema.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/3afbcef4-5de4-433c-a87b-fff7c513012d/First.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7787fccf-7816-49ac-9c55-3244244f3d5a/CreateRecord.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/83cf5757-f34d-4961-bb9f-e3aeeac994f1/FInal.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/74047e0c-5061-4e29-8548-a64bb8096fa4/FulFlow.png Articles - Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/document-templates-rich-text-control-html monthly 0.5 2024-01-09 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/7aa7e905-3f1c-4daf-9e29-1b2dca7e8310/DocTemplateModelDrivenApp.png Articles - Document Templates and Rich Text Controls - Make it stand out Model-Driven App/Dynamics 365 Document Template https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/07a577f9-a6f7-44ba-8630-17860988fdf1/DocTemplatePower+Automate.jpg Articles - Document Templates and Rich Text Controls - Make it stand out Power Automate Document Generation https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/232060c7-58cc-4b15-9489-5135c99f8ead/HTMLControl.png Articles - Document Templates and Rich Text Controls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ddf910fc-9f00-46f6-8fd3-d28bcd20f98c/WordTemplate.png Articles - Document Templates and Rich Text Controls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/956ce700-c807-49f4-8855-17edae923435/HTMLonTemplate.png Articles - Document Templates and Rich Text Controls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/d7e6b904-696e-4144-ab2f-a4076e790229/HtmlToText+Control.png Articles - Document Templates and Rich Text Controls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/f8731c20-7f4c-4e4e-b249-c4a1c43c18dd/WordOnlineHIghlighting.png Articles - Document Templates and Rich Text Controls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/2681ce55-21e1-4972-81c1-53c3c814a6b5/WordNoLineSpaces.png Articles - Document Templates and Rich Text Controls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/5f43bb35-3346-413c-ad77-acc60f96d289/Output+HTML+Control.png Articles - Document Templates and Rich Text Controls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1353aea1-2db5-4b3c-9c89-45e827256ff7/EnableCarriageReturn.png Articles - Document Templates and Rich Text Controls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/ef1538d9-7ab6-417d-9f52-5db1ed84ce9f/KindOfAcceptabl%3Be.png Articles - Document Templates and Rich Text Controls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/icons-logos-diagrams-power-platform monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630728113674-WTD16IGSZHWN335A3P1O/Microsoft+365+Icons+with+Mr+Clippy Articles - Icons, Logos &amp; Diagrams of the Power Platform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630728345644-3SSVVXV3JOQCTGVNY6ET/ModernPowerPlatform_NoClippy.png Articles - Icons, Logos &amp; Diagrams of the Power Platform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630728833648-KSLUH0MAFE8TAZCOG83K/Solution+Architecture+Diagram+Power+Platform.png Articles - Icons, Logos &amp; Diagrams of the Power Platform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/send-emails-unsubscribed-contact-dynamics-365-marketing monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632188565921-SZL9EJ2HDKXZ1JC9ATAG/ChangeToTransacitonal.png Articles - Send Emails to unsubscribed Contacts in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632188665571-IVZ3VPRK6ITHATHWX9O0/QuickCreateTransactional.png Articles - Send Emails to unsubscribed Contacts in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632188770214-N2GTFBCXGRUVGH1TQBQ5/AgreeTransactional.png Articles - Send Emails to unsubscribed Contacts in Dynamics 365 Marketing - Either way that you set the ‘Email type’ you will need to read and agree to the legal implications and considerations required when using transactional emails. “You have changed the legal designation of this message from "commercial" to "transactional", which means that in many jurisdictions you can't legally send it as a bulk marketing message. Each transactional message must relate exclusively to a specific transaction between your organization and another specific individual or organization (such as a receipt, account statement, or consent request), and must not include advertisements or promotional messages. It's your responsibility to be familiar with, and conform to, all relevant laws that apply in the countries/regions where you deliver marketing and transactional messages.’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632189419720-YQSGH6TC7SFRXUNHJ26U/DesignTransactionalEmail.png Articles - Send Emails to unsubscribed Contacts in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632189773453-YRPD2KX5RKMJTY1D62QM/CJWarning.png Articles - Send Emails to unsubscribed Contacts in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632189284540-37XZR43AT7KURU04VUDS/EmailConsent.png Articles - Send Emails to unsubscribed Contacts in Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632198754207-TBPKG69A6WVE9O30LYKK/Emailmatrix.png Articles - Send Emails to unsubscribed Contacts in Dynamics 365 Marketing - Permissions and Email Sending Matrix Further reading on the Contact preference settings/permissions can be found here -> https://docs.microsoft.com/en-us/dynamics365/marketing/email-properties#set-the-legal-designation-to-identify-each-message-as-either-commercial-or-transactional https://www.ameyholden.com/articles/monitor-data-import-jobs-in-model-driven-apps monthly 0.5 2023-04-19 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631919314405-B6FR4WIM7RC9TTFR4VND/CancelDataImportWindow.png Articles - Monitor Data Import Jobs in Model-driven Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631921489973-Z0Q3W86RKNH4T5YXJE2J/FinishedSiteMap.png Articles - Monitor Data Import Jobs in Model-driven Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631920223603-FHILDNQIK3AGZKRM3XCU/SiteMapIcon.png Articles - Monitor Data Import Jobs in Model-driven Apps - When adding URL subareas to sitemaps they display a generic default icon which is rather generic so Head to Flat Icon and download the icon of your dreams (its free to download PNG) Convert it to an SVG using Online SVG image converter Create a web resource for the icon Or if you are really lazy, here’s the SVG for my import icon ready for you to download and add to your web resource -> Import Icon (thank me later ) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631920725504-BZG8I5G0HH2LW6WKBXXM/IconWebResource.png Articles - Monitor Data Import Jobs in Model-driven Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631877923165-SIP7RKBXXGY1D694954U/ImportsSiteMap2.png Articles - Monitor Data Import Jobs in Model-driven Apps - Make it stand out ** edited 19/04/2023 as appid is not needed so don’t let this screenshot confuse you!** https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631921455691-7XL31RGQ6S7TCIG4W9Q6/FinishedSiteMap.png Articles - Monitor Data Import Jobs in Model-driven Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631919125954-V6I49SJMTTGRU41ZT0FE/OpenInExcel.gif Articles - Monitor Data Import Jobs in Model-driven Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/dynamics-365-marketing-pages-not-responsive-on-mobile monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632120620071-S0CTRW1TQHQM9VHUD3ZO/BadMarketingPage.png Articles - Why are my Dynamics 365 Marketing Pages not responsive on mobile? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632120830738-0GQJNO9GVU4ZKI1YLPU4/PageTemplates.png Articles - Why are my Dynamics 365 Marketing Pages not responsive on mobile? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1632121234989-7C85STRTBS2U4GWTA7OY/MobileResponsive.png Articles - Why are my Dynamics 365 Marketing Pages not responsive on mobile? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/customer-voice-survey-variables-dynamics-365-real-time-marketing monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631687573352-2OLYICF1MXHWJXDJF6L7/SurveyVariables.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631686534942-QMFNKW8UWJ49H6IMWY2N/CreateTrigger.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631687060106-XA9I03IQD6L9RM1A4H37/ReadyToUse.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631686723397-ZA95WYVNRMUBB7BQ7DE9/NotSurveyButton.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631686841971-EZI9WFIVSUTJ88NDPWT6/SurveyURLButton.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631686943491-M29370L7SCKHEI042YP3/PersonaliseEmail.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631687131971-2GALQTAS2BMYYBVD5R3W/ReadyToSend.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631686594302-8F4URXG49PS0ZXDO0SVR/CreateJourney.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631687263821-VS548OJB7LA7X8M16QVU/ConditionJourney.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631690269917-VBHOY9TFRM7CNR0HRO0E/Live.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631689666245-0Z6R6O188L3P9KIAAGKW/TriggerExpand.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631689798385-EWMB3K4J3JVGW5F42YXU/SurveyVariablesINvite.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631689824081-T9Y8O1K38OUX0WSCANU8/TriggerTrigger.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631690491010-XHZVBHOYEFYUIXDDGHNU/OpportunityWon.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631831622454-CRMGPCD7GJXOBVZ6MLT0/EmailYay.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631831524654-RSQXPS88Q0I39VD72A5W/PersonalisedSurvey.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631832191130-T7U5O1SQM00S8Y1M34VV/SurveyResponse.png Articles - Set Customer Voice Survey Variables using Dynamics 365 Marketing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/real-time-dynamics-marketing-custom-triggers-dataverse monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630814303983-KMNY26UK26O4KAK317F9/CreateTrigger.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630814585849-ABH6PE7ARA59LJD7Q1J1/DontIntegrateTheCode.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630814792023-FXF5XU1WNMP55PFJUYI4/ReadyToUse.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631313045484-JKWXFU0V3U5FGBL7S15P/INtegrationStatus.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Your ‘Integration Status’ might look like it’s waiting for something - ignore it and carry on! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630818363439-ZI7YG5061OAJ7VB2PK3M/LicenseCreated.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630818381035-TEHPJN1NUODBKT1WL33E/GetLIcenceExpand.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630818404747-8WWOGW2L01I2CHPJ3D2K/TriggerTheTrigger.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631225770619-8BEBTXV9XYA8WEKN07KL/OpenCodeSnippet.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1631225870239-59R23KU68EGU096TP5CT/ActionName.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Full credit to Ashraf Omar for finding this one! ⭐ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630819493958-YN8MD3RR00F3OYZG1MHH/CreateJourney.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630819099329-AK04G4408QJLIPR0IYLO/ConditionalJoruney.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630812406203-GAB77RJC3Q7P67DG24X5/SmallLogo.png Articles - Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer! - Thank you Calxa Big shout out to my lovely customer Calxa for being such willing and eager Guinea-pigs to go ‘all in’ on the real-time marketing. It was a bit tricky at times paving the way in an unexplored space but was it worth it? Hell yeah! https://www.ameyholden.com/articles/drop-down-list-options-flow-step-executed monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630793789665-2AQ8QSA929SCXM9J3DBK/Add+Input.png Articles - Drop down list of options when a flow step is executed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630793811626-CEONDVDD1OWC2ANWM5WM/AddTextInput.png Articles - Drop down list of options when a flow step is executed - Add a text input Stay with me here - I know it seems wrong, I promise I’ve not lost my mind https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630794341132-2GRVBFS9F5Q5ZXVRDL1N/AddDropDown.png Articles - Drop down list of options when a flow step is executed - Click on the magical 3 dots next to your text input Choose either multi-select or drop-down list of options from the menu https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630794667044-P4UCHVEABZX7YD8891PE/AddOptions.png Articles - Drop down list of options when a flow step is executed - Add your list of options Kind of self explanatory but in case you needed convincing it is possible before trying yourself https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630794857830-QA5LA5ZV017Q32HUSAAI/UseInputs.png Articles - Drop down list of options when a flow step is executed - Use the inputs to drive conditional behaviour in the flow In this case - I use a different template based on the country of the business I am invoicing, for now its just US & AU. Also its not too tricky to build that logic into the flow but this gives me a way to scale out for different invoice variations for different customers and circumstances in the future. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1630795432908-27SMIRDIN91V1DVHXBXB/SelectInputsUI.png Articles - Drop down list of options when a flow step is executed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/track-process-digital-applications-customer-voice-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626254449593-NP16VCLS7PNDOU6VLWL7/InviteStatusTransition.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626500761553-DUUMSP701YWK737BAHNB/ProcessApplicationFullFLow.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626502103385-6SFSW1JZFEUGTHJFP41N/GetResponse.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626503102175-YXQ5AHGQDWSXXJ8YNGVA/Variables2.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626510551162-BSS7RXQUGTK8EJKI1Z87/SinpleList.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626503684987-PGHMTPJSB9EYUK37RXFM/TransformMultiSelect.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626503616627-UC2ONPGJWWL0W9QF62OC/QuestionEvidence.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626510800337-PLTS0PQ9GBKQU9IFNDO0/CloseULTags.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626511341952-CA8CNYKZULZX01FZQ3GM/AddNote.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626512302924-SWS61J9L32UUBK576NHR/NotifySender.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626511733424-0PNVL9S7NOGVK0MYEM1L/SendRequest.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626504420179-DC8DPNXM6U6G2QE3VHWA/ApplicationReturned.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626512597043-93VRXKXT0J1J99ZUW8HC/ViewResponses.gif Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626512961653-EJURX3T8HT5AWNN4T6PL/ActivityFeed.png Articles - Track and Process Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/sending-digital-applications-customer-voice-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626304037677-RXCLMVLNFHSOMGDDNWWN/SendDigiApp.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626474651303-W4KNXB170RCQM1ZG2R1G/SendApplicationMiddle.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626474944614-PGX515ONRVM533MLJJ0K/SendApplicationMiddle3.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626490854342-VTDK137SIG19FHHNQXCC/Invite.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626491239185-9S9X3U6BTMEF6422YPJO/Append+and+branch.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626491728872-88OFFL8L0U89K52OPDDH/EmailContent.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626492785324-EXUEBPWULN5A8UA2MVHI/SendInviteFromUser.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626493220365-7N9QOOFZBMAQ9TU3ZWHU/SendInvite2.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626494938506-A5B9Q9W0A9F62UJ54BIE/INviteEmail2.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626493585963-5QSPAWQ0ZMHDFXH1QGLB/UpdateEnquiry.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626493972666-45I9B82TQ0MMC514TOC8/BPFSuccess.png Articles - Sending Digital Applications with Customer Voice &amp; Power Automate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/flow-run-failed-business-process monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626477971268-42HJ3U6RFOGJOYDRK8C0/Flow+update.png Articles - Handling ‘Run Flow’ failures from a business process flow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626304037677-RXCLMVLNFHSOMGDDNWWN/SendDigiApp.png Articles - Handling ‘Run Flow’ failures from a business process flow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626474651303-W4KNXB170RCQM1ZG2R1G/SendApplicationMiddle.png Articles - Handling ‘Run Flow’ failures from a business process flow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626475074204-KTWNM9K040B8EX77888J/SendApplicationMiddle2.png Articles - Handling ‘Run Flow’ failures from a business process flow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626477560709-J3S2EGNX7U30WJXVOV9B/ProcessFailed.png Articles - Handling ‘Run Flow’ failures from a business process flow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626477465884-GEXSK8IV9Y0SMDA0L8KY/SendErrorEmail.png Articles - Handling ‘Run Flow’ failures from a business process flow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626478992964-C2IWSQKFW1ZI3JY33BVN/SendApplicationLEFT.png Articles - Handling ‘Run Flow’ failures from a business process flow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/customise-activity-timeline-control-model-driven-power-apps monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627165080435-A501JKIL8WUNHED30LPA/AccessSettings.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps - Make it stand out Open the form from your solution and click on the activity timeline, the right hand panel will load a wealth of settings and features for you to explore! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627175616350-TKRZYUIQ5SQNBWW7C94R/CleanUp.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627175322852-DL17D5OECKS1NZZ0W32O/AllowCreate.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps - Make it stand out Think about the context of the timeline too - in this example I have a custom activity called ‘Counselling Session’. This activity is only relevant in context of an active Counselling Service - never just directly created against the Contact, so make it go away. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627175889719-TBCZGAZE0U27L2BOGFNL/HidBlobs.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627177410487-QQLRET8W5UTC9UIU0GVZ/CardOptions.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627178278862-5UXAT52RFR8WDPYGB107/BeforeDefaultCard.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627178279073-L8B5XCLAVW3BQI13I06H/AfterDefaultCard.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627178992238-G806BLHEVA6JU6IWE7XS/SwitchForm.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/080da3c5-65d5-4964-b6e4-b586ac75dd73/CReateQuickViewForm.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps If you don’t have another option then might first need to create a ‘Card Form’ for the table https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627193184853-ZOGNZD3RF78F6TV164EW/FormToCardMapping2.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627193384919-LV97JPILPAWNXCCXP51R/FormToCardMapping.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1627193608097-KO4SSYIQN5IDYJWKLZF3/AfterOption2.png Articles - Make the Activity Timeline Control Useful in Model-Driven Power Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/custom-data-restrictions-regex-customer-voice monthly 0.5 2021-07-26 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626299502783-V9JPBLXMDDMZA2O8US8S/AddCustomRest.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255258062-UNP0ZM3QNWGVI2K3TYNF/emailvalidation.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255517822-E5Q29495E4UCXUZSE8IP/numbervalidation.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626256581594-E0A9KY4HF2Y74R2AFQJE/CustomFormattingConfig.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255242035-BAXORCCNJGSCP77YZZ81/datevalidation+long+format.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out dd/mm/yyyy or dd/mm/yy formatted date https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255554294-CAAHSI5HL4Q9RTA19BQF/ShortDate.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out mm/yyyy formatted date https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255444629-UV4X4R0B0TQWR0V5T2IA/mobile+number+validation.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626296323547-5NHMGQKQCNH04LQ6KF9V/PhoneNumber.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255298943-7UMP40GMFIRL88YBKRF5/AnyPhoneNumber.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255501561-ZNG57KHRBHQWWYK1KCKK/Multipleemailsvalidation.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255472510-SVBTKWZUOWZOEAWX2ES2/10digits.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626256167249-0H0SXRKYZ85O2W84WC6R/SingleDigit2.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255634776-585N77G4MUNQQCWDNMEZ/Pension+CRN2.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255670815-7OJJA6W6GBH6AK3K8KDZ/PensionDVA2.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626297138360-BNIMA58PBDGT35I9K8NM/AussiePensionNumber.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626255987573-9WFGO5XPGDFFG4EHIES0/RespiteNumber.png Articles - Custom Data Restrictions in Customer Voice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/digitising-application-forms-customer-voice monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1625983926184-FO11HTY4JPXQQEZDDG7D/FLowSTepFromBPF.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1625984558111-TB0IYSNXGMQAYH0PMBTA/SendDigiApp.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Then adding the flow step to our Business Process flow in Dynamics More info on adding flow step to BPF: https://blog.magnetismsolutions.com/blog/ronelleraath/2019/11/29/running-a-microsoft-flow-from-a-business-process-flow-in-dynamics-365 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1625984997758-2OMVJC9YO95HV1OACFQM/SurveyStepFLow.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - This also allows us to pass information to custom variables in Customer Voice such as Customer name, the location they are applying for and the unique Enquiry ID. We also link the application back to the Enquiry and Contact data in Dynamics. This also allows us to pass information to custom variables in Customer Voice such as Customer name, the location they are applying for and the unique Enquiry ID. We also link the application back to the Enquiry and Contact data in Dynamics. More info: https://docs.microsoft.com/en-us/dynamics365/customer-voice/send-survey-flow https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626046040018-HDFNB4G7GSELF3AXFH6S/Invitation.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1625985299374-VKMV24K3AAO7U5ZEPQ34/Projects.gif Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1625986662096-N39CT5XPABA7X9MOAPSZ/Banner.gif Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1625987380223-3EMD8ENDSHLHTKABOU0O/Branching.gif Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626047958421-4S009GVVAY73A9T9KUA0/AddRestrictions.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626047970787-KCO68TDLSJMA7L5Z3VR3/NumberEmailValidation.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626048148003-LFS6TPLQ0A5PI1FKHG0Q/CustomFormattingConfig2.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626048150714-WWJDFWT8OZ8XSZA8OO7K/PensionDVA.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626047079364-4P8YY7Q44HHQWHO6GKSF/SaveAndReturn.gif Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Admittedly it’s not the best ‘user experience’ yet, but hopefully this will get ironed out soon! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1625987222160-QUDT0FGQ4QGP8NW489MW/ProgressBar2.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out P.s. It would be even cooler if they could click to jump to a specific section rather than navigating back but that’s not possible (yet!) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626046200661-P0IHFOBV5E0MYXPQ2Z2V/SupportingDocsRequest.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626046235625-J21PTKEQ1NS0UMLGSXG4/ResponseActivities.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626046132029-SDSPCVAK6RUUN838X2BL/InviteStatusTransition.png Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1626048854252-TJ41HB5DHJXDT4ERAU73/ViewResponses.gif Articles - Digitising paper-based application forms with Customer Voice - it’s not just a survey tool! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/mastering-power-automate-citizen-can-dubonski-holden monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1628722793780-5O5V52LZFJUT3JGBP23D/EDUTAINMENT.png Articles - Citizen Can: Mastering Power Automate and Dataverse with George Doubinski - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/video-ultimate-dynamics-marketing-clickdimensions-showdown monthly 0.5 2024-01-08 https://www.ameyholden.com/articles/video-yes-you-kanban-dynamics-marketing-events monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1621984508008-5DA58CAHY85CC2ONB0AC/YesYouKanban.jpg Articles - VIDEO: Yes you Kanban - because Dynamics Marketing Events don't plan themselves - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ameyholden.com/articles/description-format-dynamics-marketing-event-portal monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617420515841-HYTMPW3X1CDFDK7NHSGU/WordVomit.png Articles - Description formatting - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617422190240-YK7S3NIL40455P81W76V/AfterDescription.png Articles - Description formatting - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619224062-Y6A7JR0CFI5G4KPI3NMU/OpenFileinVSCode.png Articles - Description formatting - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617421177201-KVR5HFO07HJISWYF95DF/event.component.html2.png Articles - Description formatting - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617421733835-4G8JCP22H09MW7VIDA5Y/EnableRIchText.png Articles - Description formatting - Transform your Dynamics Marketing Event Portal - 6. We are not done yet! Back in Dynamics - enable the Rich Text Editor control to the Event ‘Description’ field on the Event form (detailed how to guide can be found here.) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617421753986-07V0JTYQD915OAOVV4PK/FieldLength.png Articles - Description formatting - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617421771767-LIKL2SJ2UEG35BUDRBLM/HTMLDescription.png Articles - Description formatting - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617422129920-0T1I4DPB335LIOJMY5QS/AfterDescription.png Articles - Description formatting - Transform your Dynamics Marketing Event Portal https://www.ameyholden.com/articles/event-title-style-colour-dynamics-marketing-event-portal monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616874051336-9SMZUDB9VJDE8HNV6ZV4/WhiteText.png Articles - Colour, position and style the event title &amp; date/time - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616878789356-FU4C2BLKE53QS8TV7M8G/StylingEnd.png Articles - Colour, position and style the event title &amp; date/time - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619224062-Y6A7JR0CFI5G4KPI3NMU/OpenFileinVSCode.png Articles - Colour, position and style the event title &amp; date/time - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616825144411-BMBK1GETYPN3UUNKZ4Y5/Capitals.png Articles - Colour, position and style the event title &amp; date/time - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616879504432-FUPO7JGB9JBMJAHF9IIF/position.png Articles - Colour, position and style the event title &amp; date/time - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616880320904-HRAF9ML5LI7NCKWTPMJY/colourhighlight1.png Articles - Colour, position and style the event title &amp; date/time - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616880452447-12JOL7WS3WO6RT0HFY9O/spanhighlight.png Articles - Colour, position and style the event title &amp; date/time - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616880581955-YGV83UUKFXL459WND48U/StyleEnd.png Articles - Colour, position and style the event title &amp; date/time - Transform your Dynamics Marketing Event Portal https://www.ameyholden.com/articles/logo-dynamics-marketing-event-portal monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616743639858-XTPFW59QS24TBZGAV4QP/Logo+Right.png Articles - Logos - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619224062-Y6A7JR0CFI5G4KPI3NMU/OpenFileinVSCode.png Articles - Logos - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616745490618-UTAYEK7J16Z2ELL37408/navmenu.component.png Articles - Logos - Transform your Dynamics Marketing Event Portal - 2. Navigate to the navmenu.component.html file https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616744843229-MBXOPIKUIQZQCD2N5A5A/PMApp.png Articles - Logos - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616745031449-TCZK9W1K3A7FP6LIN8ZD/Logo1.png Articles - Logos - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616745100097-FA0GYXHBLFXY0U6NZR7V/Logo2.png Articles - Logos - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616822734735-R6ITMR19K436PSIJ7OG9/LogoRIght.png Articles - Logos - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616822355101-17V8UWSUZGGP0BNL521A/Replace+Home.png Articles - Logos - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616822957628-0WYF4XEIB9VDFLP5X6T3/NavCSS.png Articles - Logos - Transform your Dynamics Marketing Event Portal - A. Navigate to the navmenu.component.html file https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616823015817-IC6412TX65OHB9KJGFH2/logoStyle.png Articles - Logos - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616746227788-8QT5OGCRN01RD80ZMM2C/aPPROVEDlOGOS.png Articles - Logos - Transform your Dynamics Marketing Event Portal https://www.ameyholden.com/articles/sign-in-change-language-dynamics-marketing-event-portal monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616297074212-87DZ2HNTHI4Q77UL13O1/NavBarBefore.png Articles - Navigation bar language &amp; sign in - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616297046478-WA2HDA35Q6HMD3N8M6JU/NavBarAfter.png Articles - Navigation bar language &amp; sign in - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619224062-Y6A7JR0CFI5G4KPI3NMU/OpenFileinVSCode.png Articles - Navigation bar language &amp; sign in - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616296528827-9BRYZ7FP727VHW6S4AO6/NavBarHide.png Articles - Navigation bar language &amp; sign in - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616297247531-PW4S5BT3AJK31JJXA2DM/NavAfter2.png Articles - Navigation bar language &amp; sign in - Transform your Dynamics Marketing Event Portal https://www.ameyholden.com/articles/event-speaker-sessions-dynamics-marketing-event-portal monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616316766999-TYPX6KC1L90OSVH1FQ5M/No+speakers+-+No+sessions.png Articles - Events and speakers without sessions - Transform your Dynamics Marketing Event Portal Events without sessions or speakers assigned “This event doesn’t have any sessions” https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616316670146-GBUGB545GRBPG8D83B76/No+Session+Assigned.png Articles - Events and speakers without sessions - Transform your Dynamics Marketing Event Portal Speakers without sessions assigned “There are no sessions assigned” https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616317231353-PV4DC65QIQPGZUCIDV7K/No+Session+Assigned+After.png Articles - Events and speakers without sessions - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619224062-Y6A7JR0CFI5G4KPI3NMU/OpenFileinVSCode.png Articles - Events and speakers without sessions - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616317929971-UL5M7J8KSRF5OR2N0MKU/NoSessionEvent.png Articles - Events and speakers without sessions - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616317878147-1UQLNEMP6BJWM5APM510/NoSessionsAssigned.png Articles - Events and speakers without sessions - Transform your Dynamics Marketing Event Portal https://www.ameyholden.com/articles/favicon-dynamics-marketing-event-portal monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616287381615-SWFPLMHUXYF0XH5NTRBW/Favicon.png Articles - Favicon - Transform your Dynamics Marketing Event Portal These guys right here https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616194845108-3Q8WJMU6QCJ4JI4QBTNG/DefaultFavicon.png Articles - Favicon - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616200315426-5H3DZJQXZNX34PF2YDBQ/PMApp.png Articles - Favicon - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616200116118-KDQCRFSV94G3623JJ76C/WeFile.png Articles - Favicon - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616200011986-268SCO6QP3CK2ZNH210H/Notes.png Articles - Favicon - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616287887017-O0ASLCS4TKS9GE13Z7YN/FaviconSave.png Articles - Favicon - Transform your Dynamics Marketing Event Portal - Side note on creating a Favicon it needs to be 16 x 16 pixels saved file as favicon.ico with a file type of ICO https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616200768190-FZU191TZ9EAA9ITO11Y3/clearcashe.png Articles - Favicon - Transform your Dynamics Marketing Event Portal - 7. It can take a whole for changes made in the data for the portal to surface on the front end. You can speed this up by clearing the portal cache. First you need to log in to the portal the check my article here on how to (and how not to) clear the cache. PS. If you previously hid your log in buttons like me, then you can get to the login page directly here -> https://yourdomain.microsoftcrmportals.com/SignIn https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616200796887-GYO6OCNZULN55DVH8BQ0/FaviconAfter.png Articles - Favicon - Transform your Dynamics Marketing Event Portal https://www.ameyholden.com/articles/filter-regarding-column-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617331644614-7KQGJ8794EEO6Q70YXI8/types+of+lookups.png Articles - Filtering the ‘Regarding’ column in Power Automate More information on lookup types -> Types of fields and field data types | Microsoft Docs https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617332357596-T749UVRRA2STEESE5FWH/OdataQuery.png Articles - Filtering the ‘Regarding’ column in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617332871788-3UOD95MPHL8Q1F7OW663/FlowChecker.png Articles - Filtering the ‘Regarding’ column in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617333093825-FHW63HXP6UFUKOK6LB88/SimpleRowFilter.png Articles - Filtering the ‘Regarding’ column in Power Automate - Let’s strip the filter back so we only filter out records which have Regarding populated (not ideal but its better than triggering on every single email) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617334144736-ZLQW2CU77VGGKFAH00SF/RegardingValues.png Articles - Filtering the ‘Regarding’ column in Power Automate - Using a compose action we can set the flow outputs to show us the values coming from Value And Type from the Sender. The variables are there to use - but the Type is coming back blank. Hence the flow trigger failed when we tried to filter on the Sender type. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617334200381-OQGXO6K7XUKCGQ6IVODH/RegardingOutput.png Articles - Filtering the ‘Regarding’ column in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617334599353-QH6U4GW6WBW6QVFH9YUL/MagicType.png Articles - Filtering the ‘Regarding’ column in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617334806551-WXV85QMKNLK8R240GSQR/MagicTypeOut.png Articles - Filtering the ‘Regarding’ column in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617335619605-ZTLYRTRXFSNLNACSRG1O/Check+your+homework.png Articles - Filtering the ‘Regarding’ column in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617335596096-DDEFWDQ7J80TXIV51IKY/HomeworkCheck.png Articles - Filtering the ‘Regarding’ column in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617341016933-7FD7GDC4OGPDK50GS9VZ/Email+reagrding+Account.png Articles - Filtering the ‘Regarding’ column in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1617341033578-C8L3Y85ZXEVI8X2NA58C/EMail+reagrding+Leadf.png Articles - Filtering the ‘Regarding’ column in Power Automate https://www.ameyholden.com/articles/register-now-button-dynamics-marketing-event-portal monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616288999566-YBI404YVNIEMPKUE8IV7/ButtonBefore.png Articles - Register now button - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616293619323-ANOP9AD9S78QUQ1N13R4/ButtonAfter2.png Articles - Register now button - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619224062-Y6A7JR0CFI5G4KPI3NMU/OpenFileinVSCode.png Articles - Register now button - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616295429159-NSHIES808XL7MXTIHWPT/ButtonColour.png Articles - Register now button - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616295446618-SL62WL0AC24S8ZJK0HXS/ButtonRadius.png Articles - Register now button - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616294168766-VNG1W5GUUEEDUFDX9O50/PMApp.png Articles - Register now button - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616294144464-0SCFZGBJ9DFOP4B1F9NI/ButtonText1.png Articles - Register now button - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616294282902-4KG1WGZM6TGS4LIRGVJ2/ButtonText2.png Articles - Register now button - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616295613772-B7NRR6YXFAS76V12TX1E/ButtonAfter2.png Articles - Register now button - Transform your Dynamics Marketing Event Portal https://www.ameyholden.com/articles/deploytodynamics365instance-ps1 monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619379535-OXHQWC5MFP0J3VY0568P/PowerShellISE.png Articles - DeployToDynamics365Instance.ps1 Deploying changes to a Dynamics Event Portal - 4. Launch Windows PowerShell ISE ensure you right click and ‘Open as Administrator’ 2) Open up Windows PowerShell ISE https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619490533-71ZH46TKLXV9WTWHD2CK/DeployScript.png Articles - DeployToDynamics365Instance.ps1 Deploying changes to a Dynamics Event Portal - 5. Open the DeployToDynamics365Instance.ps1 file which is buried within the event management website file under \release\Scripts https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619598066-L3IUZ95U8HYVBZ8XKRDA/PowerShell+Error.png Articles - DeployToDynamics365Instance.ps1 Deploying changes to a Dynamics Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619678089-TZKLHKPPKULAI9IN1LKN/ExecutionPolicy.png Articles - DeployToDynamics365Instance.ps1 Deploying changes to a Dynamics Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619775617-4ID8JIXUCAI9QN6BG5DR/LogIn.png Articles - DeployToDynamics365Instance.ps1 Deploying changes to a Dynamics Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619843693-TWKUS7B9YC2V8KTRO56E/Done.png Articles - DeployToDynamics365Instance.ps1 Deploying changes to a Dynamics Event Portal - 10. Wait a little bit longer while it spits out all sorts of words then finally it will finish like so - create your own celebrations as needed, because you are not getting anything from here https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1616196162015-K9QAOINP7Z77IRL8OPJC/Date%2BAfter.jpg Articles - DeployToDynamics365Instance.ps1 Deploying changes to a Dynamics Event Portal - 12. Go to your portal, do a Force Refresh aka Ctrl + F5 so that it clears the local cache and tadahhhhhh! https://www.ameyholden.com/articles/date-format-dynamics-marketing-event-portal monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615523203213-FLYXLFQNCTPO628SF3F2/Date+After.png Articles - Date Format - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615520095642-98C3Q3FPMBQWAIRO1C22/Portal+Date+Format+-+before Articles - Date Format - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615620364865-881KSBYQC2O2IAFWR1MK/facepalm.png Articles - Date Format - Transform your Dynamics Marketing Event Portal Side rant: why must they use the default date format MM-DD-YY when it only accounts for ~40 million of the population whilst over 2,800 million use DD-MM-YY - whyyyy!? https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619224062-Y6A7JR0CFI5G4KPI3NMU/OpenFileinVSCode.png Articles - Date Format - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619315958-TBQIEPQUSUFRIIXBBOF4/SNAG-0008+11-03-2021.png Articles - Date Format - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615524135417-FSXZM24JHLRF7C9ZGDVI/Date+Formating Articles - Date Format - Transform your Dynamics Marketing Event Portal I used the format EEEE dd MMM, yyyy but you can be as creative as you like here. Some inspiration for you on alternative date formats kindly sourced from Dr. Google on a Stack Overflow post https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619379535-OXHQWC5MFP0J3VY0568P/PowerShellISE.png Articles - Date Format - Transform your Dynamics Marketing Event Portal - 4. Launch Windows PowerShell ISE ensure you right click and ‘Open as Administrator’ 2) Open up Windows PowerShell ISE https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619490533-71ZH46TKLXV9WTWHD2CK/DeployScript.png Articles - Date Format - Transform your Dynamics Marketing Event Portal - 5. Open the DeployToDynamics365Instance.ps1 file which is buried within the event management website file under \release\Scripts https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619598066-L3IUZ95U8HYVBZ8XKRDA/PowerShell+Error.png Articles - Date Format - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619678089-TZKLHKPPKULAI9IN1LKN/ExecutionPolicy.png Articles - Date Format - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619775617-4ID8JIXUCAI9QN6BG5DR/LogIn.png Articles - Date Format - Transform your Dynamics Marketing Event Portal https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619843693-TWKUS7B9YC2V8KTRO56E/Done.png Articles - Date Format - Transform your Dynamics Marketing Event Portal - 10. Wait a little bit longer while it spits out all sorts of words then finally it will finish like so - create your own celebrations as needed, because you are not getting anything from here https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615619865566-1Q9HEN8X4PW4DY03A1C6/Date+After.png Articles - Date Format - Transform your Dynamics Marketing Event Portal https://www.ameyholden.com/articles/dynamics-marketing-event-portal-customisations-prepare monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615612616951-7KGA6A7NIG1CXD156OBQ/VSCode.png Articles - Customising a Dynamics Marketing Event Portal - Set Up https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615612599348-UPUXJI11K88V7R93EGXJ/Install.png Articles - Customising a Dynamics Marketing Event Portal - Set Up https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615611620571-E6NS1YXIXT0KEZHR5H84/Download.png Articles - Customising a Dynamics Marketing Event Portal - Set Up https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615611648477-K21BVLIO291V7XWWD6RW/Copy.png Articles - Customising a Dynamics Marketing Event Portal - Set Up https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615616312711-B7Q1NWZTZA0PXF990LQC/VSCode.png Articles - Customising a Dynamics Marketing Event Portal - Set Up https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615616380325-P0UOZRCLD47YOSELWSFP/OpenFileinVSCode.png Articles - Customising a Dynamics Marketing Event Portal - Set Up https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615616416221-DLZAO2KOOBH8SEFD3RPG/navigateEnvTs.png Articles - Customising a Dynamics Marketing Event Portal - Set Up - 5. In Visual Studio Code navigate to the environment.ts configuration file https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615616444541-YOM852R8WJYQMLHSBM5I/WebPinding.png Articles - Customising a Dynamics Marketing Event Portal - Set Up - 6 Find your Website Bindings value https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615616496813-7MWIPCFHF5XY3MWFDVOY/UpdateEnvironment.png Articles - Customising a Dynamics Marketing Event Portal - Set Up https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615616844439-7K7QBNS9BI2NGRWDX5YJ/Finish.png Articles - Customising a Dynamics Marketing Event Portal - Set Up https://www.ameyholden.com/articles/designer-feature-protection monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615084482176-I7M40I2LPW40GCCM8DR8/NoAccessKylie.png Articles - Beyond Security Roles with ‘Designer Feature Protection’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615086432952-2B0DRTLVPUUZMVDV48J4/HTML+Gone.png Articles - Beyond Security Roles with ‘Designer Feature Protection’ Goodbye HTML! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615086459749-L1P62PWMC0SAQNPT9THK/Litmus+Gone.png Articles - Beyond Security Roles with ‘Designer Feature Protection’ Goodbye litmus! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615086702218-IP0J8Q75A2O23LVWA4TO/Where.png Articles - Beyond Security Roles with ‘Designer Feature Protection’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1615248692934-9W8D9C1QGFEGYFPJQWRS/AmeyCartoonClear.png Articles - Beyond Security Roles with ‘Designer Feature Protection’ Shoutout to @LittleArtistRo who is an incredibly talented 10 year old girl who drew the caricature me featuring super broccoli - check out her work and maybe get your own amazing drawing too! https://www.ameyholden.com/articles/invoices-and-accounting-with-model-driven-power-apps monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1614668749988-Q0JW7AX7RSLJEEMYCEPB/WorkItems.gif Articles - Invoices and accounting with model-driven Power Apps Full video can be found here https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1614668292653-GTFZDBJ06CGY69FZZ8TD/Invoices.gif Articles - Invoices and accounting with model-driven Power Apps Full video can be found here https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1614669826295-6WT2RL7MR1MCVR2AEQKI/Payment.gif Articles - Invoices and accounting with model-driven Power Apps Full video can be found here https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1614669519867-QWYR2XPV8BX4HKEG5D7W/Expenses.gif Articles - Invoices and accounting with model-driven Power Apps Full video can be found here https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1614670816455-L2TS58NJ7NMOFUQ8D3RE/LOGOCustomised.png Articles - Invoices and accounting with model-driven Power Apps https://www.ameyholden.com/articles/customer-journey-marketing-triggers-beyond-segments-and-mailing-lists monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1611368899688-DUZQZS97YMFY6OF556FK/BeyondSegments.png Articles - Marketing beyond Segments and Mailing Lists https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1611368029529-RKZOJZRAUEUSDF1ESMFH/UpdatedContactInfo.gif Articles - Marketing beyond Segments and Mailing Lists - Something happens in Dynamics related to the contact aka ‘Updated contact info’ This option is very misleading ‘Updated contact info’ to me sounds like its limited to just a Contacts record being updated and in which case - a few valid scenarios but not exactly wow. BUT WAIT, its way more than that! You can trigger a journey based on create, update or delete of any entity related to the contact via any available relationship for example a lead, an opportunity or even something custom that you manage in Dynamics such as a party booking or a contract renewal. If you respond to this your communications are personal, timely and relevant - now that’s impressive! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1611370236302-73TEQOJR3QQKZYIKMX0B/Submitted+a+form.gif Articles - Marketing beyond Segments and Mailing Lists - Someone reaches out to you aka ‘Submitted a form’ There is this magical thing known as ‘inbound marketing’ where instead of being the poacher and hunting down your potential customers and hoping they will give you the time of day - you make yourself visible, promote your brand and they come to you. By this point they are already interested, plus they feel in control because they instigated the interaction and now all they need is some instant gratification. You can trigger a journey based on a form being submitted such as an event registration, an enquiry form or a change to their personal details or subscriptions. If you respond to this your communications are efficient, create desirable conversation and let them know that you care - cue fuzzy warm feeling of yay. https://www.ameyholden.com/articles/natural-language-segments-in-dynamics-marketing monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609102742111-YSUVMAL6SMZ9NUHM0LWD/SegmentSuccess.gif Articles - Natural Language Segments in Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609103469262-BKPPWFA8YL1XEBM2JV3A/LabourDay.png Articles - Natural Language Segments in Dynamics Marketing - Labour Day https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609103187696-998Z6AAGL9KTER47O1U2/ThanksGiving.png Articles - Natural Language Segments in Dynamics Marketing - Thanksgiving https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609103170474-FGPGPE16ME6OCWKQHLEI/CReatedOnTypo.png Articles - Natural Language Segments in Dynamics Marketing - Christmas Day - with a typo! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609104097159-PA7EBVTMQFKBLGHLG87C/SegmentFail.gif Articles - Natural Language Segments in Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609102087181-73MOVM7ZOOG1EVV1V2RE/OpenLeads.png Articles - Natural Language Segments in Dynamics Marketing https://www.ameyholden.com/articles/vertical-layout-and-zoom-for-customer-journeys monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609107488412-MH4QWY0AQZI8NOAD7P7E/Horizontal+to+vertical+layout+switch.png Articles - Vertical layout and zoom for Customer Journeys https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609107553115-UGNYULE79J0KTU7H8162/CJScroll.gif Articles - Vertical layout and zoom for Customer Journeys https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609108292647-3JDSBZPWKM7DX16IHFRE/Horizontal+Scroll.png Articles - Vertical layout and zoom for Customer Journeys Mind blowing! https://www.ameyholden.com/articles/better-together-marketing-teams-events-outlook monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609111083234-O6S5P2BVT1IPZ25C5S2P/AttendeeURL.png Articles - Dynamics 365 Marketing + Teams Events + Calendar Invites - There is way to get around this Log in to desktop app for Teams with your producer account Using the link generated from the event as ,Attendee URL’ Launch in desktop app Go produce your live event in team woohoo! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609113339104-MN1SDM6CHY622MH33HAH/EventOwner.png Articles - Dynamics 365 Marketing + Teams Events + Calendar Invites - Organiser meeting https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609113337421-3BP2RF25S6WMTH5O5HY5/TeamMemberInvite.png Articles - Dynamics 365 Marketing + Teams Events + Calendar Invites - Team member invite https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609113338339-087VUS6L9Q35Q0RUTGTH/SpeakerInvite.png Articles - Dynamics 365 Marketing + Teams Events + Calendar Invites - Speaker invite https://www.ameyholden.com/articles/quick-view-forms-with-edit-form-component-control monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609990252844-IMPHYRW79OJMLWFCDEPC/QF+vs+FCC.png Articles - Quick View forms with edit permissions - introducing the Form Component Control https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609990310401-4MUCT0LGUW31AP53813Z/FCC+in+Action.gif Articles - Quick View forms with edit permissions - introducing the Form Component Control https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609991033388-JDEWFA5J0WEYITTYSJOW/FormComponentControl.png Articles - Quick View forms with edit permissions - introducing the Form Component Control https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609991074866-PUVY7TOJLNU4HC1CHXTZ/QuickViewEmoji.png Articles - Quick View forms with edit permissions - introducing the Form Component Control https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1609991089300-ZENRIXVW0KSC67K8LB30/QF+vs+FCCFun.png Articles - Quick View forms with edit permissions - introducing the Form Component Control https://www.ameyholden.com/articles/emails-not-tracking-to-dynamics-365 monthly 0.5 2020-12-14 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605936316067-F9PRY3RG72CT4KJYN94I/SetPersonalOptions.png Articles - Emails not tracking to Dynamics 365 Dynamics 365 for Outlook has been deployed, definitely working and got the million settings right to allow manual tracking & set regarding of emails Personal settings are set to “All email messages“ Most of the emails are automatically tracking - but some are not - why oh why? https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605936375901-SVLAW5NNCRDTKX6CGCMC/TracktoDynamicsCategory.png Articles - Emails not tracking to Dynamics 365 https://www.ameyholden.com/articles/add-contacts-to-segments-with-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605990684200-BD886VORV1HEF369EXC3/SegmentMember.png Articles - Add Contacts to Segments - with Power Automate! Lets get this out the way first - its not the same as how you would do for marketing lists. For marketing lists there is a many to many relationship from contact to marketing list so we can use the ‘relate records’ action in Power Automate. Segments do not have a many to many relationship with Contacts. there is some kind of many to one relationships from Contact to Segment as there is some strange ‘Segment’ lookup field on the contact but that doesn’t many any sense because a Contact can belong to many many segments. Even if you put it on the form, it wont actually show up. So what does it do - I have no idea, but I can reassure you it doesn’t help at all here. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605993349279-5AFFPYVNT4SSXWHNUAJP/RelateRecords.png Articles - Add Contacts to Segments - with Power Automate! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605991294789-XZXOZ3IK4LS3AD5QTAES/UnboundAction.png Articles - Add Contacts to Segments - with Power Automate! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605992558726-6E5VF4IAYM9F6H20O9MC/SilentFail.png Articles - Add Contacts to Segments - with Power Automate! So the flow runs successfully (yay) but the contacts don’t get added? Check the outputs of the action - it fails silently and goes down without a fight (doh!) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1606596136264-AV2I1I5EE729CMKG6WU2/WhatFlowWants.png Articles - Add Contacts to Segments - with Power Automate! The format power automate actually wants to see is this - now were talking flow language yay! So this is totally fine if I’m hard coding the GUIDs in a compose action. but how the heck do I do that dynamically based on a List Records actions for example? https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1606599611652-XZKCZS5D2YB9AAQRDNTE/1.png Articles - Add Contacts to Segments - with Power Automate! - Initiate a string variable So we need to formulate a string which is surrounded by [] and separated with “, - this is not how it comes out of the list records action. First we initiate a variable called “ContactsList“ and set the value to just [“ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1606599649018-CY52WQCSFZPUVCLPW11U/2.png Articles - Add Contacts to Segments - with Power Automate! - List records Query to your hearts content here based on what you want to add but for this example I’m going to add all contacts with a first name of Amey to a segment (I made sure there was more than one don’t worry!). I use the Select Query so that it only returns the contactid (GUID), we don’t need anything else. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1606599711568-6SJ1YR8KHQM9GGDY0GHZ/3.png Articles - Add Contacts to Segments - with Power Automate! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1606599798601-7B9RXXECKYXIYO3QV89R/4.png Articles - Add Contacts to Segments - with Power Automate! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1606599821356-0RMBI72U0O5IOVG53DE3/5.png Articles - Add Contacts to Segments - with Power Automate! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1606599847535-2ASQ89WZDKHGPIDLJ7EP/6.png Articles - Add Contacts to Segments - with Power Automate! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1606599926593-LOVGRDPX0B2SOJ9VBPRD/AddManyCOntacts.png Articles - Add Contacts to Segments - with Power Automate! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1606600132593-ZRA5YMJGOO30WU554NPD/7.png Articles - Add Contacts to Segments - with Power Automate! https://www.ameyholden.com/articles/synchronise-outlook-mailing-lists-to-dynamics-marketing-segments monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605331815692-C0PYHMW0VDVOAA4F2E86/Result.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605333384680-9T64YHSY3A718AT97R3J/O365Group.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing Were going to use the ‘Office 365 Groups’ connector with the trigger - “When a group member is added or removed“. Two things on this one Must be an Office 365 group, not a distribution list (most existing distributions lists can be upgraded to Office 365 groups) You must be an owner of the Office 365 Group https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605330283754-JWQFI8GSQ6POK38FXZR1/1.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing 1) Select the O365 Group to synchronise 2) Initialise a blank array (we will use this later) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605330621023-NN3CE7IGFIS9TB7J9RXO/2.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605330698185-1YVK5DXFKWPCK09VKE7J/4.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing 4) Capture the GUID of the marketing list (we will use this later) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605330442775-YRA5E3EPWLUAMHNXV4IJ/3.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing 5) Capture the OData URL of the marketing list (we will use this later) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605330710948-90PSM4ZNPJOJF78EP6MK/5.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing 6) Get the users details from their user profile in Office 365 - making sure yo select on the fields you need. Check the available properties for this record here https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605330726982-H546646CQ39LGMAAG7XD/6.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing 7) Use the CDS ‘List records’ action and search for the contact in Dynamics first https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605330740545-K0VWX1PF1K7E43EQRAXG/7.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing 8) Capture the Contact GUID (we will use this later). If they are not found this will just be blank but that’s ok for now. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605334355688-MKGLWU3MQPT1G35EG9C7/8.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605334507240-5BXB0P1JELA2942VMY27/9.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing 11) Check condition is used to compare the ‘Body’ i.e. the output from the step about (10) and to see if its blank or not. If its blank - the member was removed from the list. If its not blank - the member was added to the list. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605335268999-V7BIC8SV3QN99FA01DSI/10.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing - Member removed from O365 group 12) Use the amazing “unrelate records” CDS action to remove the contact from the list - using the contact GUID (8) and the OData URL of the marketing list (5) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605335411522-3F7PYQ314MHNAZF7DDCC/11.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1605336038165-CHWAC12Q5EWD1IMGEINB/sEGMENT.png Articles - Synchronise Outlook mailing lists with Dynamics Marketing https://www.ameyholden.com/articles/two-option-yes-no-fields-in-model-driven-power-apps monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604716350233-TCIPSQH04ZOQX98EPWVJ/CustomControlYesNo.gif Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps Formatting Two radio buttons: this one doesn’t actually show as a radio button in the unified interface, it just shows the word and click to change Check box: either an empty or ticked box List: shows just like an option set just with two options Controls Toggle: a lovely little slidey switch which will always be blue in the background Flip - Switch: another lovely little slidey switch but this one adopts the colour from the ‘Legacy Accent Color’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604716466717-2O75C96SFWS3B3TOQNSJ/Custom+Control+Two+Options.png Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604716478161-U3N2GF5PUQXQYW98BB58/Custom+Control+Two+Options+Settings.png Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604716275050-6Z7MVDGVEE9WKI74ATMK/ChangeThemeColour.png Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604730070096-JD7EBFXVUHYSWUU92S9E/PCFTwoOptions.gif Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps - PCF Two Options Button Simple but also consistent. This one uses the style of the out of the box option set control I showed in a previous article [2] which helps to ensure you can deliver a consistent look and feel across your two option and option set fields, because the user doesn’t need to know that behind the scenes they are very different! When adding the control to the form it’s called 'TwoOptionBooleanButton'. Bonus with this one is that it adopts the colour settings of the options on the field rather than the form, so you can add it to multiple forms and it will consistently adopt the colours across the board. Credits to Aditya Dash https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604716903856-U45L5C9TI4QE0QPAVDUE/PCF+Two+Options+Button+colours.png Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps Set the values of the fields options to control the colour that shows when the option is selected https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604729869548-RAXEXN4ER04O036LIU9M/CustomSWITCH.gif Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps - Custom Switch This is the grandfather of the flip switch [3] which allows you to the shape and all the colours (switch, on and off) - lovely! There is a really neat documentation on how to use it and the options explained too [4]. The only catch is the colours, it only seems to support major hexadecimal color names so Red, White, Cyan, Silver , Blue, Gray, DarkBlue, Black, LightBlue, Orange, Purple, Brown, Yellow, Maroon, Lime, Green, Magenta and Olive - no HEX or RGB codes doh! Credits to Tanguy Touzard https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604716668594-FPVVJSTHOD6FPXKEEHRD/CustomSwitchSetup.png Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps - Set the switch, on and off colours using the colour names Set the switch, on and off colours using the colour names https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604730240780-9IF81L8T2FVD7EBSHOKV/cOLOUR+sLIDER.gif Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps - Colour Slider This combines the PCF Two Option Button and the Flip Switch into one beautiful package[5]. With the words showing on top of the colour the option set value belongs to, plus the visual of the slider with no instructions needed.- wonderful! Like the PCF Two Option Button, this one is that it adopts the colour settings of the options on the field. Credits to Jason Almeida (once again!) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604730285797-HHXZ4GBJGS77UBECPWEK/Two+Options+Icons+%27IconTwoOption%27.gif Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps - Two Options Icons I loved the icon option set featured in my previous article [2] and thank goodness there is a control for two option fields too! The control is called ‘IconTwoOption’ [6]. You can define the icon (from the Fabric UI section [7]) and also define the labels for each so it doesn’t even have to match the labels of the field behind the scenes. Credits to David Rivard (once again!) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604730349328-3O7VQU4X179L04VWEN09/image-asset.gif Articles - Flip the switch: two option (yes/no) fields in model-driven Power Apps - This genius idea was born from Gus Gonzalez [8] to replace the two option field with a date field as a neat audit time stamp of when the action was completed. Then the next genius Tanguy comes along with a PCF [9] that allows us to use a flip switch which automatically sets the date - WOW! The control is called ‘Date as checkbox’ and has the same flexibility as the Custom Switch control above, the only difference is you add it to a Date field. I have included the date field on the form so you can see what happens ‘behind the scenes’ but this is entirely optional and can be shown as a check box only Credits to Tanguy Touzard (again!) https://www.ameyholden.com/articles/expand-query-lookups-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604737049437-UVJ6Q2BJJP70UMY300TL/Problem.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate - For example - sending an email about a contact who works at a company called ‘ Vegemite’ comes back as ‘eca9ea6f-c96b-ea11-a811-000d3a58d840‘. I’m not sure about you, but me and most my customers don’t speak '“GUID”. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604737188706-YWMK3836H594PD7AGHU7/Final.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604732123867-ZZXDWHLMP4EJCFXMW64E/BeforeAfterActions.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604733311599-JLCJOD1LY3E8XYSIIINE/ExpandQuery.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate - The Tool We are going to use Expand Query in the list records action to replace subsequent ‘Get Records’ actions. What the heck is Expand? It’s a way of reaching into your lookup fields and instead of the GUID you can grab out of there any value you want. Example A Subscription (rdu_subscription) belongs to a Member (contact) A Member (contact) belongs to a Club (account) I run the ‘List Records’ on Subscriptions, using Expand I can reach into the Member (contact) record and grab the members Full Name and Email Address. Then I can reach down into the Club (account) record and get the Club Name plus anything else I fancy along the way! Rather than running ‘Get Records’ afterwards for Member (contact) and Club (account). https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604734127475-9AZBLIKK0I1QVG3FDUBM/Sub-Member-Club.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604777706278-8UY4412W1WIIU5B2V4U3/ConbineQueries.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate - The other great thing is that you can combine the queries you use here so whatever other filtering methods you are using, don’t need to be changed The end result looks like this - a nested expand query using complex fields, but lets break it down as to how on earth that happened because that’s a pretty scary looking lump of code! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604734494365-ECAJKE4NLZRGPVAFYFS4/Example+Expand+Query.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604778243524-PITVL0YEN75GOT6DMHP8/LogicalNamesAllFields.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate - The Secret Weapon As you can see we need to get down into the underlying names of the entities and fields we are working with, which isn’t always so easy. So first we will use Google Chrome to install your secret weapon - Level Up for Dynamics 365 & Power Apps. This magical tool has a whole wealth of handy functionality but the ones we are going to use here are ‘Logical Names’, ‘All Fields’ and maybe ‘Open Record in Web API’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604736002962-UYS3PH1CD6W257GVANDQ/Breakdown1.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604778942911-WYQAVN44IHVAHDDPR1MI/NewAttributes.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate - Ok so nothing exploded - now what? If you go down to the section where you would have previously used ‘Get Records’ - you will see some new Dynamics Values in your list coming from the List Records action. The first name and last name - wow! If one level of lookups all you need you can stop right here, delete your ‘Get Records’ action, switch in the new dynamic values and be on your way to a much more efficient flow. But if like me you also want to ‘expand’ a little deeper - read on to part two. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604780625366-KRJU6DUWPBJ7QJ6HUPPA/CustomerValues.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604780792420-B6OXK3N63BUOLF8DCX41/Breakdown2.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604778393352-EGV7D9GGKXMVU10J4CTU/NestedExpandIssues.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1604782563377-BH41EILOKDRW34RV1I5M/BeforeAfterRefresh2.png Articles - Face the fear of $expand and get the lookup values you deserve in Power Automate https://www.ameyholden.com/articles/format-datetime-in-power-automate-the-lazy-way monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1603349987065-WZDWU6PIZL7D4I1MDA3K/image-asset.png Articles - Format Dates in Power Automate: the lazy (ABC) way! - Date Time action - ‘Convert Time Zone’ Stay with me here - I know you don’t want to convert the time zone, but this sneaky sausage does more than just time travel. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1603351846128-LD4C6UB4G84VYN6DORRM/LazyDateFormatting2.png Articles - Format Dates in Power Automate: the lazy (ABC) way! - Choose your date format I took my date only field, set the time zones exactly the same but oh HELLO - check out all those date formats you can choose from! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1603350628647-P0SJ78ZYC0V7FQUIUY0A/FormatTIme.png Articles - Format Dates in Power Automate: the lazy (ABC) way! - Proof is in the pudding So my date now has a time element - great! Now to change the time… https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1603351549747-2UX0147GG7U8KLMPVZJ8/AddTimeInteger.png Articles - Format Dates in Power Automate: the lazy (ABC) way! - Add time This is the second place I nearly crumbled and went to code as the hours time unit does not allow decimal point numbers. But time to think outside the box and get your calculator out. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1603351909440-ETT7M9REMDFPBMA5IVJA/AddTimeMinutes.png Articles - Format Dates in Power Automate: the lazy (ABC) way! - More pudding proof So 17.5 hours in minutes is 1050, yes I did use a calculator. Bazinga! https://www.ameyholden.com/articles/automated-subtitles-and-captions-for-linkedin-videos monthly 0.5 2022-10-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1601338985232-T3M66H3CUJ36AVGH5I9L/StreamUpdateVideoDetails.png Articles - Automatic captions for LinkedIn (and other) videos Use the right hand panel to edit your captions as desired (optional) Select the elipsis (…) underneath your video next to the like button Select ‘Update video details’ Next to Captions - ‘Download file’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1610323717218-NGHXOX8MR26LWXM7CKDI/ConverSRT.png Articles - Automatic captions for LinkedIn (and other) videos - Go to HappyScribe https://www.happyscribe.com/subtitle-tools/convert-vtt-to-srt Upload your .vtt file from Microsoft Stream in ‘Select your VTT File’ Select SubRIP (.srt) in ‘Select the output format’ Select ‘Convert to SRT’ button - your file will be automatically downloaded https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1601339011748-1ZZLUJ49ZIHDT09O00D1/UploadToLinkedinWithCaptions.png Articles - Automatic captions for LinkedIn (and other) videos https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1601720335585-EHIG01OJ1NK96N1B6J4O/VideoWithSubtitles.png Articles - Automatic captions for LinkedIn (and other) videos Add a witty and captivating caption for your video and Bazinga! Your message is amplified by the LinkedIn algorithm[2], its accessible to all and you have made Microsoft Stream do the leg work to get you there. https://www.ameyholden.com/articles/kanban-boards-in-dynamics-and-power-apps monthly 0.5 2024-04-01 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1601189065900-6BEYLKQFN2V5JOH22PF1/Kanban.jpg Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps What’s a Kanban board? [1] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1603349530562-C7TRV5NKKPU9PRY3RPIX/Sales+kanabn.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps - Dynamics Sales Kanban board by status https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1603349530891-IOKTP7X9MQIZEBZK566T/BPF+Kanban.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps - Dynamics Sales Kanban board by business process flow stage https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602397396666-RPF7Q9GQ7HWDJVB0RRIH/KanbanOppOnly.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps Just to clarify, it really won’t work on anything other than Opportunity or Activities but it does fail very gracefully https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602884189766-3ME9RN6JBVDA17Y7M0ZL/KBGif.gif Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps Credits to Vinicius Basile for this beauty [4] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602404421294-F736QFLEE09MDFLU5BR6/OptionSetKanbanColour.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602404516709-K1XYZEVS9E0MQ1A9X0I5/OptionSetKanban.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps Adding the control to your form requires no extra configuration https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/9f076acf-1dfd-488d-85f3-218565e58d80/EditChoiceColour.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602883811856-BHNLOPKFINMKNIFNLW7G/PowerKBGif.gif Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps Credits to Florian Krönert for this magical tool [6] https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602881128702-5N4H02LDQSASCNAE16DG/Loading.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps What I really like about the design is that instead of a blank loading screen which is common in PCF - this one shows a nice loading and informative progress indicator which is super important for the user experience when a milisecond load is not possible. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602402213797-Z9TRGH4JXHNIR7QM0ZOE/image-asset.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602401975241-92AIEUHY49Z9FYCM5UGF/PowerKanbanConfig.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602880743459-HFH48G3PEMO2LPIKJ2V7/KanBanMarketingEmails2.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1602880748408-AW95CQ79R5GRCCCYQFMJ/KanBanMarketingEmails.png Articles - Sticky notes are dead: digital Kanban boards for Dynamics and Power Apps https://www.ameyholden.com/articles/email-formatting-dynamics-marketing-double-opt-in monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1601716651447-WXWDUI6E2I7L2DXRQAOV/DOIEmailFormatting.png Articles - Double opt-in email formatting in Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1601716672302-2TXF13HEFLVBXTKQ4QW1/DesignerTab.png Articles - Double opt-in email formatting in Dynamics Marketing Despite formatting the test in the designer space and checking the preview - it still comes out in the offensive unformatted text https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1601716616350-76AK0GDSPZHA3Q29CVTQ/AddCSS.png Articles - Double opt-in email formatting in Dynamics Marketing - At the time the email gets sent, the content of {{FormDoiSubmission.SubscriptionListNames}} is generated a as a list using html tags <ol> (this stands for ordered list - hence the numbers) Using the code snippet below we can add styling in the header section of the email which will override the formatting to gives the exact look and feel required. We then use list-style-type: inherit to change the numbered list into bullet points - yay! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1601676153648-ANX0P5UIZ5FVX6Q2SQ23/DOIEmailFormattingAfter.png Articles - Double opt-in email formatting in Dynamics Marketing Now we have a bulleted list, consistently formatted no matter what email client is used - hurahh! https://www.ameyholden.com/articles/html-tables-with-lookup-values-in-power-automate monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600505208658-9HURRRYWU4EU81NQSZFR/EmailWithGUIDs.png Articles - HTML tables with lookup names not GUIDs in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600508635815-DQVBB18KW3HUGCW7ONAL/IntList.png Articles - HTML tables with lookup names not GUIDs in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600509559523-X0T6DN0OYASP3XMXQGQC/Check+for+returned+values Articles - HTML tables with lookup names not GUIDs in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600509380408-7WIT4VY006W0749FPE85/ForEachMember.png Articles - HTML tables with lookup names not GUIDs in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600510109207-5LP0HIJGLOW0D72WIZEI/HTMLCSSEmail.png Articles - HTML tables with lookup names not GUIDs in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600510552034-FND9Y329GC3O58YM4F31/EmailFinal.png Articles - HTML tables with lookup names not GUIDs in Power Automate Beautiful! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600511315621-LMIT11N2YHQ98Y0ELDZB/image-asset.png Articles - HTML tables with lookup names not GUIDs in Power Automate https://www.ameyholden.com/articles/schedule-power-automate-flows-weekdays-only monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1601172091913-J7OTC1E3QZNAHHNZF4HW/EmailOnWeekdays.png Articles - Weekdays only please: Schedule your Power Automate flows with respect https://www.ameyholden.com/articles/pcf-grids-sub-grids-in-model-driven-apps monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599956921881-3HVTMG59RB2FWDG3NS9V/Smart+Grid+in+action.gif Articles - Going off-the-grid: PCF views &amp; sub-grids in model driven apps Credits to Nijo Joseph https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599957057456-SNMCZ37S4T4VOM6XBE4W/Smart+Grid+Set+Up.png Articles - Going off-the-grid: PCF views &amp; sub-grids in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599950108929-UUM5AZOLK3WSVNON9A2E/Attachments+Grid+in+action.gif Articles - Going off-the-grid: PCF views &amp; sub-grids in model driven apps Credits to Ben Bartle & Josh Hetherington https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599980803205-U8OEHWGD54BM22F1260E/Attachments+Grid+Set+Up Articles - Going off-the-grid: PCF views &amp; sub-grids in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599946582834-SYJ1IXN0X15Z20FRTKIN/Google+Maps+Grid+PCF Articles - Going off-the-grid: PCF views &amp; sub-grids in model driven apps Credits to Jason Almeida https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599947806988-OKLQT18BHOHFAATGWIQ5/Google+Maps+Control+Setup. Articles - Going off-the-grid: PCF views &amp; sub-grids in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599988067488-FMA0E9K9DAXLBSMFX8AO/Hover+List+in+Action Articles - Going off-the-grid: PCF views &amp; sub-grids in model driven apps Credits to Danish Naglekar https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599988166058-1TYF5II8U2YQ5DSAY9LF/HoverGrid+Set+Up.png Articles - Going off-the-grid: PCF views &amp; sub-grids in model driven apps Set up is super simple, you just need to provie the name of the field you would like to show the hover card for - easy. https://www.ameyholden.com/articles/views-sub-grids-in-model-driven-apps monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600408289259-HLO8KHVO8APHIX7UTB1M/EditableGridBeforeAfter.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600407456906-1DE7WW19CBFIT0Y4YH7V/EnableEditableGridEntity.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Enable at entity level not view level In the classic solution explorer, open the entity and select the tab ‘Custom’. Add control and select ‘Editable Grid’. Save and publish.Now all your views can be used as editable grids and you can use this entity as an editable subgrid to a form - hurrah! Now lets look at the settings and fine tuning options https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600407090916-1YPEIA6L483F70O36EIW/Show+grid+as+Editable+or+Read+Only Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Switch between grid types If you don’t set the editable grid as default then when you load you view - things wont look any different. You can switch between the grid experiences using this button in the top navigation bar. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600407869592-OTXRHXKX2D493B4AQR76/EditableDefault.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Set editable as default Personally, if I have determined that editable grids are suitable for the customer, I would set the editable grid as default. Otherwise your users are very unlikely to ever find it. So back in the entity Controls tab - select the default radio buttons for Web & Tablet. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600461245652-U85L74YCUYVQWH04LY21/FilterLooukps.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Filter lookups Lookups can be controlled as to which view is used to display/search for available options - just like you can on a form! So for example here I have filtered the lookup to only show related people on the quiz team as an option for being the team leader. Plus allowing the users to disable his filter if they need to. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600462883000-NJ450TFUY0HG2OWEPRTC/GroupFilter.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Grouping & Filtering Both these features on an editable grid are enabled by default and I’m not sure why you would ever turn them off. Grouping allows you to group by any field on the view. While filtering applies to querying individual rows. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600463543349-DQ4SM846OJO3M71JALJW/EditableGridForm.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Make subgrids editable Exactly the same settings as above but just applied to your subgrid on your form. You will see a template available to add which applies all the setting from your entity editable grid settings which you can then customise as required https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600471211669-NBWYD9MKABS9NZC5T9ZL/NestedGrid.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600467927059-8UF6INXA3Q2MLV4YON0R/ReferencePanel.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps Each entity is represented by an icon of your choice and the gird is delightfully responsive too! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600467477410-90DS9W7T5XT7Y82AXYOU/RefPanelSettings.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Add to form Reference panels can only be used on a form,. In the classic view open the form editor and hidden under the ‘Section’ is the magical ‘Reference Panel’. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600467439514-5SJMOG1MCZCASG8VZCDR/IconCreate.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Create icons Each subgrid you want to show in the reference panel needs to have its own icon. You create this as a ‘Web Resource’. Use the image format SVG. Save & Publish https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600467775967-CV2JWRJYGOXP3GNZR438/image-asset.png Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Add subgrids to the reference panel You cannot drag existing subgrids into the panel. Select panel then click ‘Subgrid’ this will give you all the options plus the mandatory field for the icon you created earlier. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600467753309-KFQDQZLLRH4TWIKUUT7F/Limitations.jpg Articles - Gridlock: custom control views &amp; sub-grids in model driven apps - Bad news & good news Bad News: only one reference panel per form Good News: unlimited numbers of subgrids in the reference panel and you can even have the same entity again and again and again. (this doesn’t mean you should - but you can!) So take inspiration from this wise lady on the left and fill ‘em up! https://www.ameyholden.com/articles/option-sets-in-model-driven-power-apps monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599251227740-TJREXTS0JBTKEKUSDWEH/OptionSetCover.png Articles - Take your pick: option sets in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599250858516-VP8LH8BIDPJ23OHXH3T5/AddControlOptionSet.png Articles - Take your pick: option sets in model driven apps In the classic for designer double click an option set, select the Controls tab and add the control Option Set. Set it to default for web and any otherwise you wish to use. Save & publish then go check out your level one eye candy. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599250931503-YGRNO3VXV6FUUKXDCVDZ/OptionSetStage2.png Articles - Take your pick: option sets in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599112299865-R16KXPZ0IBDTMKS0V43I/Theme.png Articles - Take your pick: option sets in model driven apps You cant change the background colour but you can change the colour of the ‘Selected’ option. Head to ‘Themes’, its only in the classic interface for now, find the theme that has Default Theme set to ’Yes’. Clone it. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599113265978-3ISQRY9LP2N04WELZ41C/ThemeColour.png Articles - Take your pick: option sets in model driven apps Change the ‘Legacy Accent Colour’ to any hex code of your dreams. Publish the theme and there you have some level two eye candy. PS. remember that you cannot change the theme as part of a standard solution/deployment package as its environment specific data (like a team). https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599113491053-OLAZ7PH7QVEW0KT75CIW/OptionSetStage1.png Articles - Take your pick: option sets in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599206313538-5LCMAM5G5OSLEVANMFBC/BadOptionSet.png Articles - Take your pick: option sets in model driven apps Unfortunately the limitation of this control is to have three or less options. If your options are quite long then it doesn’t always look too jazzy and more than three causes an ugly little error. But the shows not over yet… did someone say PCF? https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599210323293-XFOK0U2FEWFO1DGF7TF3/ColourfulOptionSetUp.png Articles - Take your pick: option sets in model driven apps First up we have colour coded option sets [2], super easy to install and set up, it just uses the ‘color’ property on the option value to derive the colour it shows. You need to use the HEX colour code, a really good tool for getting the exact HEX you are look for is here [3] or you can use my other favourite tool Snaggit. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599210351819-92WTM418ON7OQOJE7XKM/ColourfulOptionSet.png Articles - Take your pick: option sets in model driven apps Credits to Diana Birkelbach https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599210472481-SK1XY45NXCSOBLI792UL/IconOptionSetUp.png Articles - Take your pick: option sets in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599210499401-B8ACSTSSF6N6WWFNINDN/IconOptionSet.png Articles - Take your pick: option sets in model driven apps Credits to David Rivard https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599211055355-OHXUAT59EO573F1EJHZA/GroupedOptionSetUp.png Articles - Take your pick: option sets in model driven apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1599211079390-DJOB135SF37VK3EEJGSA/GroupedOptionSet.png Articles - Take your pick: option sets in model driven apps Credits to Srikanth Paladugula https://www.ameyholden.com/articles/activity-calendars-in-model-driven-apps monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1598081562721-E4VJJ7M6YST9MYOCTAQ4/CalendarInAction.gif Articles - Attractive Activity Calendars in Model-Driven Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1598066622645-WJ746OLNPH6FTZ3SIZNB/AddCalendarControl.jpg Articles - Attractive Activity Calendars in Model-Driven Apps - 1) Add the calendar control to a view First we need to turn on the custom control for the view we have - you can use either ‘Activities’ or ‘Appointments’. Open the view in the classic solution designer, and select Custom Control Select Calendar Control V2 (You can use V1 just the same but its much less visually appealing!) Set the control as default for web, phone & tablet Map the fields required in the Property/Value table, taking care to use the ‘sceduled…’ fields not the ‘actual….’ fields Save & publish https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1598067631339-0POXTIEKZSG7DNCZYMVZ/GetURL2.jpg Articles - Attractive Activity Calendars in Model-Driven Apps - 2) Get the view URL Now when we navigate to that view in our model driven app the calendar will show by default - but if your users don’t know that view is there, how will they know to use it? Sure we could set it as the default view for the entity, but that might not be appropriate for all of our users. Or you tell all your users to set it as default? or they have to specially navigate to it each time? No good! We need to get the direct URL for this wonderful calendar view Add the view to your model-driven app Navigate to the view in your app from the entity navigation (you may need to temporarily add this to your sitemap) Copy everything in the URL after ‘.com/….’ - this is the relative URL so it will smoothly transition from sandbox to production. No manual changes required. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1598068523519-3O1Z5RR147R98HWJ7VFY/UpdateSiteMapNavigation Articles - Attractive Activity Calendars in Model-Driven Apps - 3) Add the ‘Calendar’ to the sitemap Using that URL we are going to make the navigation to the calendar a slick- one -click delight without a single slice of JavaScript or code Navigate to the sitemap and switch the Type to ‘URL’ Past the URL from earlier which you copied Save & publish https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1598068921799-YH2YO7A3G9IQ5TZLLPYG/ActivityCalendarDayView.jpg Articles - Attractive Activity Calendars in Model-Driven Apps https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1598065828426-Q51W23OJHD0H681OHM2P/PerosnalSettingsCalendar.jpg Articles - Attractive Activity Calendars in Model-Driven Apps - BONUS Default the calendar to 'Week’ By default the calendar lands on ‘Day’ which might not be so great for getting an activity overview, personally I prefer the ‘Week’ view but there is also ‘Month’ too. There is no way to set this on the calendar control itself but HOLD YOUR CODE - its defined in personal settings just here. So pop your way over to XRM Toolbox, download the User Settings Utility [1] and get that ‘Week’ view set as default for all your users. they would thank you later if they knew! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1598069157275-1EP2A9Q2KO35BONB54TI/ActivityCalendarView.jpg Articles - Attractive Activity Calendars in Model-Driven Apps In the wise words of Sheldon Cooper - BAZINGA https://www.ameyholden.com/articles/model-driven-power-apps-pcf-social-media-analytics monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596350878569-D4MNALA9TDDZZK5NKIHZ/Part4.png Articles - Power Apps &amp; PCF for social media analytics Getting from behind the scenes to the pretty face of AI enriched social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596345209036-TAYXTGVZFFODD70UD1CR/Part2.png Articles - Power Apps &amp; PCF for social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596955435606-1HCPNI8HLER8JFAOS9NJ/Tweet+ERD.png Articles - Power Apps &amp; PCF for social media analytics We have data in CDS and we have an Azure web app - lets surface these to our users in a model-driven app. It’s a pretty simple entity relationship diagram and leverages the existing contact entity for the tweeter. We used a many to many relationship between Tweets and Key Phrases, check out my previous article [4] for a bit more details on that part. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596956177099-9RNTB2GP3DSOLUQT1RQV/Model-driven+app+dashboard.png Articles - Power Apps &amp; PCF for social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596957015563-87HY283LHAJQFBJJGNQ4/Web+App+on+dashboard.png Articles - Power Apps &amp; PCF for social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596345413812-KRNUQAG0VQNUFA0DBBI0/Part3.png Articles - Power Apps &amp; PCF for social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596959050922-K3HJVURWTAUQ7C2WI6CM/Contact+-+before-after.png Articles - Power Apps &amp; PCF for social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596959467906-RZMU7ZGJEGQQDFVXUVS3/Tweet+-+before+and+after.png Articles - Power Apps &amp; PCF for social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596959232759-6M42JCU3UCZZ20WJ5PYD/Tweets+before+and+after.png Articles - Power Apps &amp; PCF for social media analytics https://www.ameyholden.com/articles/azure-queue-model-driven-app monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596323103163-XJGFFV9NGDL95FEI4CKE/PowDevsDemo2.png Articles - From Azure Queues to model-driven Power Apps for social media analytics The ins and outs behind the scenes to get from Azure to model-driven Power App https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596679402469-UR08ZZDQ89YCH3UF4QWP/Part1.png Articles - From Azure Queues to model-driven Power Apps for social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596345766877-7CIPPCHUMO35E1VEYGAZ/Recieve+1.png Articles - From Azure Queues to model-driven Power Apps for social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596346932963-J8G7C0WLS8L6W3X2GIVC/Recieve+2.1.png Articles - From Azure Queues to model-driven Power Apps for social media analytics For each Key Phrase returned from the array we need to determine if it already exists in CDS or not using the ‘Get Records’ action and an OData filter query https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596348422095-QMX2L0WDG1NX3QXNA5LO/Recieve+2.21.png Articles - From Azure Queues to model-driven Power Apps for social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596348384135-IBSRT72ECOYO1Q383KGA/Recieve+2.22.png Articles - From Azure Queues to model-driven Power Apps for social media analytics Now we can create the many to many relationship between Key Phrase and Tweet using the ‘Relate Records’ action for CDS. We can include the include the IDs from each condition above either the new key phrase or the existing one because we are guaranteed that only one of them will ever be populated. This is the final step in our For Each loop. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596348566788-MG7ARUMYV7556RR5QP42/recieve+3.png Articles - From Azure Queues to model-driven Power Apps for social media analytics Now we can use a Switch action update the tweet record with the sentiment rating (Positive, Negative, Neutral, Mixed) and the confidence score about that particular rating which is returned as a score for each (positive, negative, neutral). Using a switch statement ensure that if the rating values returned ever change, the update will still come through and not cause a failure in the flow. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596348297343-RIK9QG998O8T340LERA1/recieve+4.png Articles - From Azure Queues to model-driven Power Apps for social media analytics Finally we delete the message from the Azure Queue so it doesn’t get processed again creating necessary API calls and data updates https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596679085123-MYCDZE6B55YXC0OZA6BJ/NtoN.png Articles - From Azure Queues to model-driven Power Apps for social media analytics https://www.ameyholden.com/articles/power-automate-azure-social-analytics monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596932375211-3X9AZKNOHF2U3MHDH9AK/PowDevsDemo1.1.jpg Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics The ins and outs behind the scenes to get from Tweet to Azure https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596932510642-8UWXJAG47OMO2WRD3AV1/PowDevsDemo1.1.jpg Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595749718021-OH6SOPLXHU1YWPAZEZC8/1.png Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics Capture Tweets with #PowerPlatform and initialise some variables to use later on and also handy for debugging or demonstrating flows https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596222664580-4KRHPTOZGIWN8UPPZAEJ/Send+1.png Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596223109792-XWSTSWBKY2GA5OWB7BN1/send+2.png Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics Now we can capture the Contact ID in the variable we created earlier, include the ID from each condition above as we are guaranteed that only one of them will ever be populated Then create the Twitter record in DataFlex to establish the Twitter ID which can be passed to and returned from Azure. The name field is made unique by rebuilding the tweet URL from the values returned from the Twitter connector. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596223704578-O7HZ6A6ANLNX8YQZKU28/send+3.png Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics Previously blogged about this here -> https://www.ameyholden.com/articles/locate-tweets https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596224258612-ZT1RU6EGFZFFH5I28SQ9/ConfigureRunAfter.png Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics We cannot guarantee the Tweeters location will be populated or appropriately set to search on city, so for these steps you must configure the run after to fire on a failure https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596320111652-SNMONV4WKHZ21ZA3UTGH/TweetTextTypes.png Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics We use two replace functions to switch between the correct text for the tweet. This is because the connectors provides two types. If its a retweet we must use the ;’OriginalTweet’, the ‘Tweet text’ is concatenated at 140 characters but if its a tweet ’OriginalTweet’ is blank and the ‘Tweet text’ is the one we need. JSON does not link blank variables so these formula replace blank with ‘‘ to prevent this. replace(triggerOutputs()?['body/TweetText'], '"', '\"') if(equals(triggerOutputs()?['body/OriginalTweet/TweetText'], null), '', replace(triggerOutputs()?['body/OriginalTweet/TweetText'], '"', '\"')) https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596224874551-R9C2WOTO04Y126RRW703/send+4.png Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596680513564-NDG3WW50OHUL6S8GO3XA/Tweet+vs+Retweet.png Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1596322201406-YV8KJWV4ELC2NCOSOE6U/KeyPhraseCloudWebApp Articles - Using Power Automate with Azure Queues &amp; Cognitive Services for AI fuelled social media analytics Finally we store the enriched data in Cosmos DB and surface it in an Azure Web App as a Key Phrase word cloud! We will come back to this beauty later in the next article to bring this into out Model Driven App https://www.ameyholden.com/articles/azure-javascript-pcf-social-media-monitoring-analysis monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595628905700-0C5OBO9E30HIQGMXV67Q/Social+media+monitoring Articles - Azure, JavaScript &amp; PCF: Level Up Social Media Monitoring &amp; Analysis https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595585802341-N9FW2MTQFVAER08YWS0R/LevelUpFlow.png Articles - Azure, JavaScript &amp; PCF: Level Up Social Media Monitoring &amp; Analysis https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595976012873-V3YROM629VP21FVZVCCM/WhenTweetPosted.png Articles - Azure, JavaScript &amp; PCF: Level Up Social Media Monitoring &amp; Analysis - 1) Get data from Twitter https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595582474476-FWE49JNLC63P0NA7XPJH/Generating+longitude+%26+latitude+from+twitter+profile+location Articles - Azure, JavaScript &amp; PCF: Level Up Social Media Monitoring &amp; Analysis Generating longitude & latitude from twitter profile location using the Bing connector in Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595976247453-9XRVM90WRB6W4HXC5NH7/MessageOnQueue.png Articles - Azure, JavaScript &amp; PCF: Level Up Social Media Monitoring &amp; Analysis - 3) Put a message in an Azure Queue https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595975654743-IUSQML2WAGOQGSMCM6UL/Word+Cloud Articles - Azure, JavaScript &amp; PCF: Level Up Social Media Monitoring &amp; Analysis See it for yourself at https://thankful-field-048124a1e.azurestaticapps.net/ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595584887084-B4QCFRZD9D30MIGGD8G9/Retrieve+enriched+data+from+a+message+using+Azure+Queues Articles - Azure, JavaScript &amp; PCF: Level Up Social Media Monitoring &amp; Analysis https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595581075776-Y4IAI6TYN7DH89FC3FX9/Dashboards+%26+Data+Visualizations+in+a+Model+Driven+App Articles - Azure, JavaScript &amp; PCF: Level Up Social Media Monitoring &amp; Analysis Drill down on tweets by sentiment, type, and mentions https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1595636709683-7O79IZNCO1LQILZZ4N8K/Extend+Model+Driven+App+with+PCF Articles - Azure, JavaScript &amp; PCF: Level Up Social Media Monitoring &amp; Analysis https://www.ameyholden.com/articles/javascript-power-platform-powerful-devs monthly 0.5 2024-01-08 https://www.ameyholden.com/articles/virtual-quizzes-community-engagement-power-platform-pppq monthly 0.5 2024-01-08 https://www.ameyholden.com/articles/i-didnt-know-powerpoint-could-do-that monthly 0.5 2022-10-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591395984396-V9X8JLY777G6MJUUYFWU/Section+Zoom Articles - I didn't know PowerPoint could do that! - Section Zoom Link to a section already in your presentation. Use them to go back to sections you want to really emphasise, or to highlight how certain pieces of your presentation connect. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591397140669-XCNUM75G76JTBUHFWK3J/Summary+Zoom Articles - I didn't know PowerPoint could do that! - Summary Zoom A landing page for your presentation. Jump from one place in your presentation to another in any order you like. You can get creative, skip ahead, or revisit pieces of your slide show without interrupting the flow of your presentation. It also works as a really great way to do an agenda without a boring wordy list! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591433201786-Q1428G0SGWVPW7A8X0VQ/Diagram+Slide+Zoom Articles - I didn't know PowerPoint could do that! - Slide Zoom Drill down into multiple pieces of information while feeling as though you're staying on the same canvas. Great for zooming in on screenshots or drilling down into diagrams whilst keeping the context of the big picture! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591395692135-6FAMCRNU7UFTDUSTZRIP/Insert+Zoom Articles - I didn't know PowerPoint could do that! - How do I do it? I will leave this to the experts -> Use Zoom for PowerPoint https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591433891728-86UPK7E7838SMYURBIZ1/3DModelImages.gif Articles - I didn't know PowerPoint could do that! You can insert your 3D models into PowerPoint and bring them to life using animations such as rotation and tilting to show every angel of an object. You can choose from online sources or add your own, check out this site for free 3D images and try it yourself! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591434837601-4OWY0NXQ8KOC6R10TSGL/Add+3D+Image Articles - I didn't know PowerPoint could do that! - How do I do it? I will leave this to the experts -> Add 3D objects & Animate 3D objects https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591434398769-XY5PL5BJ7DDEALNZJB6O/QuickStarter Articles - I didn't know PowerPoint could do that! - There is worse than starting with a blank slide deck. Use QuickStarter to generate a pre-built PowerPoint outline on a topic of your choice to help you get started researching a subject. How do I do it? I will leave this to the experts -> Research a topic with PowerPoint QuickStarter https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591483343168-12M90ERQ2S9X1BCGIXG5/Subtitles+%26+Translations Articles - I didn't know PowerPoint could do that! - Transcribes as you present to show on-screen captions in either the same language you are speaking, subtitles translated to another language. You can adjust the position, size, colour, and other appearance features of the subtitles on screen if you are using the PowerPoint desktop app (System Settings -> Closed Captions). This feature relies on you having a good internet speed, AI friendly annunciations and may be restricted by your company policy. How do I do it? I will leave this to the experts -> Present with real-time, automatic captions or subtitles in PowerPoint https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591486660232-KL9BZGP0YNL9EKH8538K/DesignIdeasLists.gif Articles - I didn't know PowerPoint could do that! - Design Ideas for Content https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591487695771-Q45KSIOY1WHS2T5FZUA3/CompanyBrandedDesignIdeas.gif Articles - I didn't know PowerPoint could do that! - Company Branded Design Ideas https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591486598480-ANBPLYJQXACIYILY5X4E/DesignIDeasImages.gif Articles - I didn't know PowerPoint could do that! - Design Ideas for Images https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591486767750-UN62JJLMRRXE5OU2023E/DesignIdeasTitleSlide.gif Articles - I didn't know PowerPoint could do that! - Design Ideas for Title https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591485879024-WI9UTU6GR60CPKJEXFAG/Designer+Perspectives Articles - I didn't know PowerPoint could do that! https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591434763440-S4UJ5OC9QAMGBCORIVU7/Design+Ideas+Button Articles - I didn't know PowerPoint could do that! - How do I do it? It’s as easy as selecting the ‘Design Ideas’ button from the Design tab. More info can also be found here -> Create professional slide layouts with PowerPoint Designer & Designer in PowerPoint Blog from Microsoft https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591484078609-G7LKMLRRHZCAU52G2R2Q/Live+Presentations Articles - I didn't know PowerPoint could do that! - Stream your presentation online to anyone on any device by simply sharing a link. They can choose live subtitles in their preferred language, "pinch to zoom" on mobile devices, give feedback, send live reactions and navigate through the slide deck at their own pace. It’s a really cool experience for the user and you get an email containing a summary of audience feedback responses at the end too. Options on how you present vary based on your subscriptions/machine set up. How do I do it? I will leave this to the experts -> Live Presentations in PowerPoint https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591483871232-1K04ZHF12GACPAP34BXH/CreateVideo+2.jpg Articles - I didn't know PowerPoint could do that! - This wondrous feature of PowerPoint was kindly donated by Alice Drummond a fellow MVP and PowerPoint fan girl. In her blog post she shows how you can easily edit, trim, top & tail then combine videos together plus how you can add audio and company logo branding without the need for expensive software or video editing technical expertise. How do I do it? Check out Alices’ blog post & video -> How to create amazing videos in PowerPoint https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591484671060-Z7B24TF87UKIL077JKN6/PenPower.jpg Articles - I didn't know PowerPoint could do that! - Say goodbye to your fancy clickers or the awkward disappointment of not having one, all you need is your Bluetooth enabled stylus pen. Click once to go forwards and hold the click to go backwards so you are free to roam and engage with your audience instead! How do I do it? I will leave this to the experts -> Use your digital pen as a slide-show clicker https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1591484734450-GAGXITR6BJ10HYPSSZMU/Accessibility+Checker Articles - I didn't know PowerPoint could do that! - Accessibility is important but personally if you need to run an accessibility checker on your PowerPoint, you are probably using the wrong tool for the job. A lot of the suggestions are based on someone picking up and reading your slides which isn’t what PowerPoint is really for. However if you are then there is a handy tool to check it, plus I like the way it can automatically generates alternative text for images. Peter Myers on LinkedIn also wrote further on this and makes some cools suggestions for adding hidden text on the slides for the screen readers such as “this is the end of the presentation” How do I do it? Simply select ‘Check Accessibility’ in the Review tab on PowerPoint https://www.ameyholden.com/articles/diagram-microsoft-business-applications-power-platform-azur monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1600256650156-SSJP3AMEVPNJJ97K1P3T/Diagram+of+the+Power+Platform+and+Azure Articles - Microsoft Business Applications and Power Platform - Powered by Azure Microsoft Business Application and Power Platform - Powered by Azure https://www.ameyholden.com/articles/video-rehearse-your-presentations-with-powerpoint-presenter-coach monthly 0.5 2022-10-08 https://www.ameyholden.com/articles/virtual-quizzes-with-the-power-platform monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589320577601-ZL3ELWJUIYBN67L4MIGC/PPPQ+Solution+overview Articles - Virtual Quizzes with the Power Platform The Power Platform solution for #PPPQ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1588989773476-OYH8CFL6WIYC96PMWRO0/Feature+of+Forms+Quiz Articles - Virtual Quizzes with the Power Platform Automatically shuffle answers; Allocate points per question; Mark correct answer https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1588989712198-LUBPVVP87TMBC3SNBT27/Drop+Down+or+Radio+Button+option+sets Articles - Virtual Quizzes with the Power Platform Single choice questions as Radio Button or Drop Down https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589016566231-AYMB7Y7BMLFVMZ7OAD6V/Power+BI+Data+Model Articles - Virtual Quizzes with the Power Platform The tables in CDS are extracted and modeled into the following data model https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1588992823032-2MQH2A7NDVQWR2I3HAUB/FormsQuizResult.jpg Articles - Virtual Quizzes with the Power Platform - Forms Quiz responses https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1588992819591-78A8GGTJVTYTRK3ZLFMN/PostScoresLeaderboard.jpg Articles - Virtual Quizzes with the Power Platform - 'Post Scores' leaderboard https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1588992822225-9US7R253MQ0BZ1495NSC/ReviewResults.jpg Articles - Virtual Quizzes with the Power Platform - 'Review Answers' by submission or by question https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1588992821963-3M6F6V94A7YH20ONMLD0/OpenInExcel.jpg Articles - Virtual Quizzes with the Power Platform - Open in excel https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1588995569500-0MMTYVBBW3CZHZYEWE8U/Flow+ForExcel.jpg Articles - Virtual Quizzes with the Power Platform To add the add-in open excel online Insert-> Office Add-ins -> Store -> Search/Add Microsoft Flow for Excel. you will then see a new tab called ‘Data’. NOTE: the add-in drops out every time you close and re-open excel. Go to Insert-> Office Add-ins -> My Add-ins -> Select Microsoft Flow for Excel. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589014016568-ABA0OTBEYVEL5FXYG7VX/Entity+Relationship+Diagram+of+CDS+tables+supporting+the+quiz+results Articles - Virtual Quizzes with the Power Platform A very simplified ERD of the data structure for #PPPQ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589316640632-VB1N9QMDJWTA8OJQ37IO/QuizResp.png Articles - Virtual Quizzes with the Power Platform Quiz Response in CDS created by Power Automate https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589318186615-VP20QU6YDV2BQ3R6VN68/RoundsData.png Articles - Virtual Quizzes with the Power Platform Round data in CDS https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589235792454-KXPLOJ9I99ATC34Q3K0F/BuildFlowExcel.jpg Articles - Virtual Quizzes with the Power Platform https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589020862605-I4D8N7ZGJUTI1AE7OY3O/1.jpg Articles - Virtual Quizzes with the Power Platform - 1. Trigger flow from a selected row in Excel https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589020863106-E5XZVIX2LXO4SAWDS774/2.jpg Articles - Virtual Quizzes with the Power Platform - 2. Initialize Variable ‘Team Name’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589020863932-UZNCTR3CECGFQD9WMVWV/3.jpg Articles - Virtual Quizzes with the Power Platform - 3. Initialize Variable ‘Total Points’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589020865338-D4JN5Y457ZQ1FPC4X5NT/4.jpg Articles - Virtual Quizzes with the Power Platform - 4. List Records - Rounds https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589020865585-WOO2M2YAVKQ096GRF2XX/5+%26+6.jpg Articles - Virtual Quizzes with the Power Platform - 5. Compose Round ID &amp; 6. Get Records - Round https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589020867415-PEZDJF3YGP6GXESL6CG2/7.jpg Articles - Virtual Quizzes with the Power Platform - 7. List Records - Team https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589020867431-VT96Y39R48LLYE65C0G3/8+%26+9.jpg Articles - Virtual Quizzes with the Power Platform - 8. Compose Team ID &amp; 9. Get Records - Team https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589020869241-C6QC7NX6NYQR2IQUUFGD/10.jpg Articles - Virtual Quizzes with the Power Platform - 10. Create Record - Quiz Result https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589020870943-UC01855O35L33SRYYWD9/11a+%26+b.jpg Articles - Virtual Quizzes with the Power Platform - 11. Update a Row in Excel a) Success &amp; b) Error https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589237704168-HRNUQJY15YO9VI4AH54A/Variables+from+Forms+Quiz Articles - Virtual Quizzes with the Power Platform Six values per question returned from Forms Quiz via the Excel trigger https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1589317975815-9AAUOPJCIT89GWMU5LU7/ErrorhandlingExcel.png Articles - Virtual Quizzes with the Power Platform Error handling feedback into excel https://www.ameyholden.com/articles/configuring-relevance-search-dynamics365-where-are-my-entities monthly 0.5 2020-05-24 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1588915757461-YLLW3G4N8Y0EMWJ50H9B/relevancesearchnoavailentities.jpg Articles - Configuring Relevance Search: where are my entities? - No available entities in target solution https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1588915718011-8YVOMXFP507SOH801O7P/DefaultSolution.jpg Articles - 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‘Compliance made easier’ in Dynamics Marketing: Consolidated Double Opt-in https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1587855031395-M7A4EWO1HG812D2X8L68/Diamante.png Articles - ‘Compliance made easier’ in Dynamics Marketing: Consolidated Double Opt-in https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1587892290558-EOZMGPSXGY3HO6DV8ISD/GLobaDOIOff.png Articles - ‘Compliance made easier’ in Dynamics Marketing: Consolidated Double Opt-in https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1587855597034-LR356HNX1XNN01DJJMM8/fomr-doubleoptinexample.png Articles - ‘Compliance made easier’ in Dynamics Marketing: Consolidated Double Opt-in https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1587893189510-3GJMA0FOKJSW66SEDSBR/image-asset.png Articles - ‘Compliance made easier’ in Dynamics Marketing: Consolidated Double Opt-in https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1587895936640-2NWTEY01A09ZG037FZ4M/FormLevelDOI.png Articles - ‘Compliance made easier’ in Dynamics Marketing: Consolidated Double Opt-in https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1587897735344-38HF8THMA4T7PTOWY3JZ/Form-Confirm.png Articles - ‘Compliance made easier’ in Dynamics Marketing: Consolidated Double Opt-in https://www.ameyholden.com/articles/social-post-approvals-in-dynamics-marketing monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584171779776-AW9DW5MLP0RCQWGUL1BJ/Twitter+Like Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584171935232-FFCYU6U36CZOKP016NX5/BPF.png Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Business Process Flow for Social Posts https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584172014894-LCX1P0U9SS8FO3FF7FN9/Approver+Fields Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Approver set automatically to the users manager https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584172132932-9XIYGU2RY6D2HWVOCTJJ/Add+BPF+in+Mkt+App Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow The reason the Business Process Flow was not showing up https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584172194222-O205LNVBBIPLF3Y8GNG0/Notification+DYnamics+Marketing.png Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Social post with business process flow and pulsing notification https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584859300547-XKUSBN8Y17OEW5CGR40F/Call+Flow Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Capture custom inputs when triggering the flow from Dynamics https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585130355254-K3XIYFVJOG4IBYE8EB4W/ApprovalEmail Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Social Post approval email to manager https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584856570587-5YIDIOZCFWCBHG2V6QNI/Approval+Timeout Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Approval timeout settings https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585130561804-U4A75ZEI9GVVIVQVWK7A/ExpiredEmail.jpg Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Expired approval notification https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585130379339-Q1ULP39WQP9CU53WRSU4/ApprovalTimeOutParalelBranch.png Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Parallel branch on timeout to reset the social post to draft & remove orphaned approval requests https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585130847151-J309ZZGIJJTEKRWDO974/SocialPostApproved Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Approved social post ready for scheduling https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585131034463-3DP0CRBEEVBHTTS5T5KO/TweetSuccess Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow A successful and fully approved tweet from Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585131622815-V5B2QS0PGGD73FA0QBYC/SocailPostApprovalsFlow.png Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow You might need your magnifying glass for this - feel free to reach out to me to get more information on any of this https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584858331171-3HA20QFPE8G7WBEPFQ4V/Test+Flow+Error Articles - Social Post Approvals in Dynamics Marketing Option 2: Flow from a Business Process Flow Request to Azure Resource Manager failed with error: '{"error":{"code":"InvokerConnectionOverrideFailed","message":"Could not find any valid connection for connection reference name 'shared_approvals' in APIM tokens header."}}'. https://www.ameyholden.com/articles/improved-event-management-dynamics-365-marketing monthly 0.5 2024-01-08 https://www.ameyholden.com/articles/webinars-with-dynamics-marketing-part-two monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586757199589-80W8HCPS4BGL2A5BNL7I/RegistationPageOn24.png Articles - 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Webinars with Dynamics Marketing - Part Two - Upload slides and media https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586650731052-RFJAL2YWFEZ86QSFH1MZ/Webinar+Preview.png Articles - Webinars with Dynamics Marketing - Part Two - Webinar 'Preview' Mode https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586650712442-AODRJ5HQKLXBEOD13NN1/Engagement+Tools.png Articles - Webinars with Dynamics Marketing - Part Two - 'Engagement Tools' i.e. widgets https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586650716053-6GN2300XMYO7CRR31PAP/Configure+Webinar.png Articles - Webinars with Dynamics Marketing - Part Two - Webinar 'Design' Mode https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586668149844-QFIZRJTWM5E6Q5ELDRFB/Presenter+Login.png Articles - Webinars with Dynamics Marketing - Part Two https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586672396978-9LS53WF9FJT2BN0O10Q4/Webinar+from+the+eyes+of+the+attendee Articles - Webinars with Dynamics Marketing - Part Two Webinar from the eyes of the attendee https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586672599480-V4EYQQ6L0040X298FGGT/The+group+chat+which+failed+to+load Articles - Webinars with Dynamics Marketing - Part Two The group chat which failed to load https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586761559685-I1RY0NJTDHQ3YIQOCT2W/Mobile+experience+for+attendees Articles - Webinars with Dynamics Marketing - Part Two https://www.ameyholden.com/articles/the-story-so-far-an-abc-consultant monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585994853930-JL8CBS21FYQM66K9ZSEF/easyworthit.jpg Articles - The story so far: An ABC Consultant https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585989892846-A6H9SWCXTMKWTEWLPLEZ/uk+to+syd.jpg Articles - The story so far: An ABC Consultant https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585993480727-WGTKQGRFHFCUVRTND9U0/FirstBlog.png Articles - The story so far: An ABC Consultant My first proper LinkedIn article - yes people actually do care https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585994628768-1RDDMZ8UJAK3F5M1ALAX/salesforce.png Articles - The story so far: An ABC Consultant Overcoming early days of Power Platform https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585993238202-Z6DWCBAG29UFYMBOBC0P/d365ugjust1tip.png Articles - The story so far: An ABC Consultant The monthly Dynamics 35 User Group Just 1 Tip https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585994680144-Y8RRBR8S2R59FZZIW4XA/mvp-banner.png Articles - The story so far: An ABC Consultant Microsoft Business Application MVP 2020-2021 https://www.ameyholden.com/articles/webinars-with-dynamics-marketing-part-one monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586647592864-Z66K90IU2JVG69KS9OH7/Feedback+for+Event+Creation Articles - Webinars with Dynamics Marketing - Part One https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586744252845-WZYBGXKCBSQFXYQDPTYB/WebinarTypes.png Articles - Webinars with Dynamics Marketing - Part One Webinar types defined in ON24 and Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586744429223-4KUXA9B6TKDE04TT39JR/URLS.png Articles - Webinars with Dynamics Marketing - Part One https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586647826490-H3I21HXQQ335JNHH2VBW/EventURLMissing.png Articles - Webinars with Dynamics Marketing - Part One https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586648020082-ZI96AKYR8MJT9V8W18X9/Duplicate+Sessions+in+ON24 Articles - Webinars with Dynamics Marketing - Part One https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586650088668-5LU1T5VZ9RE7ISEIT6FZ/On24+No+Link Articles - Webinars with Dynamics Marketing - Part One https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586650141556-OT892W74G0WP6YN7F8YZ/WebinarFields.png Articles - Webinars with Dynamics Marketing - Part One https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586750918894-ZAKEULUHBSNVSRDSQ19T/Update2HoursError.png Articles - Webinars with Dynamics Marketing - Part One - Cannot update event within 2 hours of start time https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586750918893-UMG5FPRCRZUKLCNPOS2D/FormatError.png Articles - Webinars with Dynamics Marketing - Part One - Event and session types out of synchronisation https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586750920077-I15WTH91HSRQDEIU78QE/DurationError.png Articles - Webinars with Dynamics Marketing - Part One - Duration exceeds 420 minutes https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586750916818-VLM2VZEE9DIOQ8FD733A/DeleteWhileProcession.png Articles - Webinars with Dynamics Marketing - Part One - Unable to delete as stuck at 'Processing' https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586750920076-22B17I5VNAVTH8MNNB7D/Update+Business+Process+Error.png Articles - Webinars with Dynamics Marketing - Part One - Updating a record whilst previous change is being synchronised to ON24 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586755192129-H2ZUUQGSO5J8H7TAI6FA/Broken+URLs.png Articles - Webinars with Dynamics Marketing - Part One - Broken URL's due to deleted event in ON24 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586744640143-KXPZDNGJ2VDFVQ4GVOPQ/DataLost.png Articles - Webinars with Dynamics Marketing - Part One This data is shown on dashboards and views in ON24 but no clear way of even extracting this data to provide to another system or non ON24 user easily. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586677184175-5VV3GNWM025NEA3YBLZ2/ON24+Documentation Articles - Webinars with Dynamics Marketing - Part One https://www.ameyholden.com/articles/dynamics-marketing-what-why-who monthly 0.5 2024-01-08 https://www.ameyholden.com/articles/wheres-my-new-features-dynamics-marketing-release-wave-1-2020 monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586041839013-ZFVRUWD2P1YKMJHOV8QL/WhatFeatures.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 A subtle reminder to self: read the documentation, it is there for a reason https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586050269850-8YRCUT4K2YW5BKER6GLE/before2After.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 No accessibility checker https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586049633497-MPCRN0RFV46GUVXIG4S7/Turn+on+Accesibility+checker.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586049655454-W9G7678LNB04C3TLCNZJ/After2.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586049513351-IACMONJ2GEZIWLNUQLJP/Acccesibility+Checker.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586049538971-7MWY7OWOP27IGZ4C96RZ/ButtonFeedback.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586049560637-5OR60558HLE7S1AEPNB8/AltTextImage.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586049348589-FQSUACIRTRS5CE2PFTHI/NoErrors2.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586050016912-IAHN53DLQII744EDSCCC/1.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 - 1) Open the Marketing app and Navigate to the ‘Settings’ area https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586043036252-G1UFP92PIV65OOLVUI10/GoTOQuickSetUp.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 - 2) Select ‘Go to quick setup’ https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1586042904631-PF50CHUDIO4D6INZYJMS/Install.png Articles - Wheres my new features? Dynamics Marketing release Wave 1 2020 - 3) Select ‘Install’ 3) Select ‘Install’ - then the hard bit… wait very patiently of go do something else for a few hours https://www.ameyholden.com/articles/export-your-dynamics-365-marketing-results monthly 0.5 2024-01-08 https://www.ameyholden.com/articles/power-to-the-marketer-customise-event-registration-forms-in-dynamics-marketing monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585437268596-IHYWNYWHJGLMK1WD4UGP/Improved+event+management+experience.png Articles - Power to the Marketer: customise event registration forms in Dynamics Marketing A very humble description - lets unpack what this actually means https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585438311384-U7NV7VPL3OPA037JKC57/OldEventRegistration.png Articles - Power to the Marketer: customise event registration forms in Dynamics Marketing - Before In a life before release wave 1 2020 we could add custom fields to event registration forms but otherwise the look and feel was very restricted without digging into some portal code and probably breaking things along the way. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585438590498-LCDLSTY38S23OE9OPROO/NewEventRegistration.png Articles - Power to the Marketer: customise event registration forms in Dynamics Marketing - After Now we can build out of custom marketing forms and use them to register for events in the portal. Even better - it uses the Marketing Form field you have already set up for your subscription centres and landing pages already mapped and set up ready to use. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585439402776-JVFQDQ51RT04MP1WCJVL/image-asset.png Articles - Power to the Marketer: customise event registration forms in Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585439175654-QIVHSXK6EZONQIU1090H/SaveEventAsTemplate.png Articles - Power to the Marketer: customise event registration forms in Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585439870237-OFIL01PF8K05C786S0V5/NewEventRegistrationSetup.png Articles - Power to the Marketer: customise event registration forms in Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585440466007-KZUQMD8JQCFEQS05Z3WV/NewEventRegistration.png Articles - Power to the Marketer: customise event registration forms in Dynamics Marketing A completely new and improved event registration experience https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585435830691-KBCAF4RFW9Y8P5ELT3O2/image-asset.png Articles - Power to the Marketer: customise event registration forms in Dynamics Marketing https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1585436708934-6T0ZVE8L1WOX11R0GJHD/Get+Started.png Articles - Power to the Marketer: customise event registration forms in Dynamics Marketing Happy Birthday to you! https://www.ameyholden.com/articles/calling-a-flow-from-a-custom-button-in-dynamics monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584227842340-SJV8TRVU2D7DHG4HPB2R/Process+Key.png Articles - Social Post Approvals in Dynamics Marketing Option 1: Custom Button https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584338683991-AUWD6V982WEIA1QV0HGB/Process+-+Approvals+using+custom+button+in+Dynamics+marketing Articles - Social Post Approvals in Dynamics Marketing Option 1: Custom Button Turns out its not so simple after all… lets break it down https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584228888460-GW4NGDD5PGSNIW7UT2BP/Flow+Trigger+HTTP+Request+Recieved.png Articles - Social Post Approvals in Dynamics Marketing Option 1: Custom Button https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584229498850-B6R79P243U6ME3YBVM8K/LocateRecordGUID.png Articles - Social Post Approvals in Dynamics Marketing Option 1: Custom Button msdyncrm_socialpostid eq 'CJGuid' https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584271439506-NDGSFNH0NIUIGZ9NZ30F/Set+URL+and+Approval+Message Articles - Social Post Approvals in Dynamics Marketing Option 1: Custom Button Open a social post record and copy the url -> replace the GUID after _socialpost&id= with the Social Post Unique Identifier in Flow. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584231084863-ZJKBDO72KE40XV1GMWDN/Set+Variables+and+Call+Flow.png Articles - Social Post Approvals in Dynamics Marketing Option 1: Custom Button https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584231617651-RQVKXFEE8888ZNIXMKUV/HTTP+Request+URL.png Articles - Social Post Approvals in Dynamics Marketing Option 1: Custom Button https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584232201151-5GTZD8GQD6TDEPCO1EA4/Save+refresh+Alert.png Articles - Social Post Approvals in Dynamics Marketing Option 1: Custom Button And that’s the end of the JavaScript - here is the full function for you to copy & paste to your hearts desire function approve(formContext){ var CJGuid = formContext.data.entity.getId(); CJGuid = CJGuid.replace(/[{}]/g,""); var StatusReason = formContext.getAttribute("statuscode").getValue(); parent.$.ajax({ type: "POST", url: "https://prod-96.westus.logic.azure.com:443/workflows/xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx data: JSON.stringify({ "CJGuid" : CJGuid, "StatusReason" : StatusReason }), success: function () { formContext.data.entity.save(); Xrm.Utility.openEntityForm(formContext.data.entity.getEntityName(),formContext.data.entity.getId()); alert("Approval request sent"); } }); } Note: you should probably have here some kind of non-success action but I started to loose the will to live and I was convinced all my developer friends (soon to be non-friends!) were getting sick of me asking stupid questions. https://images.squarespace-cdn.com/content/v1/5e4a0c11fdd7901a2e364be8/1584330673801-L4YYC1C88DZV3ZC6I8LI/Custom+Button+Configuration Articles - Social Post Approvals in Dynamics Marketing Option 1: Custom Button 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