Microsoft Power Platform & Dynamics CE Blog

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.

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 😐

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.

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.

Some years ago, I was responsible for two Power Pages sites (at that time called Dynamics Portals) that were connected to Dynamics 365 Customer Insights – Journeys (back then: Dynamics 365 Marketing). At that time, adapting and branding an event portal was… painful. It took a lot of effort to get something that looked good and felt on-brand.

Fast forward to today: after a few renames and a lot of updates, Microsoft has evolved these tools to the point where I was able to set up a portal, brand it, and connect it to my Dynamics 365 Customer Insights – Journeys environment in as little as 20 minutes.

Have you ever had a journey that suddenly stops triggering? You could swear it worked yesterday, but now it isn’t firing when it should. Maybe you experienced trying to publish a form or a journey and it’s taking forever until it gives you an error that doesn’t give you much information…

I have to admit, I was once (or twice) where you were (or are) and invested time to debug what was happening. Luckily, I got help from Microsoft engineers who recommended this solution—so I’m sharing it with as many people as possible. 😊