/images/martinplopez.png

Microsoft Power Platform & Dynamics CE Blog

“Can I Bring Someone?” - Solving Plus-One Waitlisting in Customer Insights Journeys (Part 2)

Waitlists can be a powerful tool, but they can become difficult to manage, especially when manual processes are involved.

Handling waitlisted registrations can be straightforward, but once we involve companions, it can quickly become tricky.

Because what can we do with 2 registrations? how do we communicate the client that we have only place for one? Do we allow them to cancel one of the registrations?

In my experience, we should give as much control to attendees as possible. Luckily, this is achievable by setting up journeys and informing them via email about the status of their registration.

“Can I Bring Someone?” Solving Plus-One Waitlisting in Customer Insights Journeys (Part 1)

Events are rarely a solo experience.

In many scenarios, attendees want to bring a guest — a colleague, a partner, or a friend. But in Dynamics 365 Customer Insights – Journeys, handling “plus one” scenarios is not supported out-of-the-box.

This creates a real problem:

  • Your event shows 1 registration
  • But 2 people actually show up

Multiply that across dozens of attendees… and suddenly your event is over capacity.

In this article, I’ll show you how to solve this using:

Guide Users in Customer Insights - Journeys with Custom Help Panes

Customer Insights - Journeys offers a powerful set of features: emails, journeys, segments, triggers, events, and forms.

But for many marketing teams, the challenge isn’t the lack of functionality - it’s navigating all those features efficiently.

New users often ask questions like:

Where do I start? What should I configure first? Did I miss a step?

Training sessions and documentation help, but they require users to leave the application to find answers.

Clean Up Dataverse File Columns with Power Automate

A few weeks after delivering a Power Automate process that generates and stores PDFs in a Dataverse file column, my client asked for something simple:

“Can we make this process run on demand?”

That’s when I hit an unexpected limitation:

You cannot clear a Dataverse File column using “Update a row”.

I assumed it would be straightforward. But when I tried to use the Update a Row action, the file column didn’t even appear 😐

Personalized Christmas Emails in Seconds with Power Automate + AI

When I was a kid, I remember spending hours preparing Christmas cards by hand - paper, crayons, glitter, and a lot of patience. Writing a thoughtful message, waiting for the glue to dry, finding a stamp, and finally dropping the envelope into the school mailbox was all part of the ritual.

Today, very few people send physical Christmas cards anymore. But the intention behind them hasn’t changed: letting people know we’re thinking of them and that they matter.

Don’t Waste Your Thank-You Page: Use Dynamic Data to Drive Next-Step Actions

If you’ve worked with Dynamics 365 Customer Insights Journeys, you’ve probably noticed that the default form submission experience - a simple logo and “Thank you” message - often feels underwhelming for users.

You’re not alone 😁 Many teams want something more engaging, more branded, and more helpful than the out-of-the-box version. Luckily, Dynamics 365 allows you to redirect users to a custom thank-you page, giving you full control over design and content.