All Posts - Martin P Lopez | Power Platform Consultant

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

Martin — Thu, 26 Mar 2026 00:00:00 +0000

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

Martin — Fri, 13 Mar 2026 00:00:00 +0000

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

Martin — Fri, 20 Feb 2026 00:00:00 +0000

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

Martin — Thu, 18 Dec 2025 00:00:00 +0000

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

Martin — Wed, 26 Nov 2025 00:00:00 +0000

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.

Build a Branded Event Website in 20 Minutes with Power Pages and Dynamics 365 Customer Insights – Journeys

Martin — Sun, 09 Nov 2025 00:00:00 +0000

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.

How Solution Health Hub Prevents Downtime in Dynamics 365 Customer Insights Journeys

Martin — Sun, 26 Oct 2025 00:00:00 +0000

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. 😊

Dataverse Clone Wars: Bulk-Merging Duplicates with SSIS (KingswaySoft Guide)

Martin — Sun, 12 Oct 2025 00:00:00 +0000

A long time ago in a database far, far away… 😁

It is a time of chaos. The mighty Dataverse is under siege by an overwhelming army of duplicate records. Accounts and contacts have been cloned endlessly, threatening to destabilize the CRM galaxy.

Armed only with an SSIS (SQL Server Integration Services) package, a brave data engineer rises to bring balance to the system. Their mission: to bulk merge duplicates, unify scattered data, and restore peace to the Dataverse.

How to Prevent Duplicate Event Registrations in Dynamics 365 Customer Insights (with Form Submission Validation)s

Martin — Mon, 22 Sep 2025 00:00:00 +0000

Some months ago, I got the question if there was a way to limit the Registrations for an event to one Registration per person in Dynamics 365 Customer Insights Journeys. I thought then, that there is no setting for this, so I decided to investigate, and after some research I stumbled into this documentation of Microsoft: Customize form submission validation

Then I thought that if there is a way of validating a form before the submission, we could avoid it altogether. So I set my mind on it and after some testing and validation, I developed a Plugin that will validate the event registration by running on form Submission and will prevent the submission to be sent in case there is already an event registration.