Granular Tracking Controls in Customer Insights – Journeys: A Privacy-First Must for Regulated Organizations
Organizations operating under strict privacy, consent, and compliance frameworks—especially in regulated industries like finance, insurance, and healthcare—often need to treat different tracking mechanisms differently. That’s where a growing limitation in Customer...
Customer Address revisited
Recently two new features were introduced to dataverse that allows us to better manage customer addresses. A few years ago (2012) I wrote an article on the subject (https://community.dynamics.com/blogs/post/?postid=b889a366-d3fb-4b39-bdb9-7f3716283d4c) which goes into...
Orphan Customer Profile lookups
There are scenarios in CI-D when it is integrated with Dataverse where you may run into a bug with the platform. This is when one of the COLA (Contact, Opportunity, Lead or Account) table records has the lookup Customer Profile pointing at a customer profile that isn’t there any more. In other words an orphan link, something that typically should not exists. I will start by describing a scenario where this can occur, what problems it can cause and how to fix it, both short term by you and long term by Microsoft.
DIY Redirect landing page for CI-J
Many organizations, especially banks, insurance companies and other organizations that value trust highly are very careful about how links are formatted in emails that are being sent out. The key is that links need to be "safe" which in essence means they need to have...
Find datasource dependencies in CI-D
When working in CI-D and replacing a datasource with another, for example replacing Power Query Datasource with Delta, then finding any dependencies for this is important. This is a tip that I got from Microsoft Fast Track Architect Ashwini Puranik, so credit should...
CI-D Measure dependency on Dataverse
When measures are created in CI-D to be used in CI-J there are dependencies created which will stop you from removing the measure. CI-D is not very helpful in telling you how to remove it. I will try to be a bit more helpful. When trying to remove the Measure this is...
Gustaf Westerlund
12xMVP, MSc EE
Working as consultant since version 1.2. Involved in between 150-200 projects. Founder and Principal Consultant at CRM-Konsulterna.