Category Archives: Dataverse

Restrict Dataverse Record Access by Column Value Using Filtered Record Ownership

Imagine managing sales teams across four states. Your California sales reps should see California accounts, your Arizona reps should see Arizona accounts, and your sales head should have access to all accounts. You could manage this using business units, teams, or manual record sharing. But as your business grows and records keep changing, maintaining these… Read More: Restrict Dataverse Record Access by Column Value Using Filtered Record… »

Managing Dataverse Attachments Without a Form Using the Modern Attachments Control in Canvas App

The modern Attachments control in canvas apps lets users add, download and remove files on a record, and unlike the classic control, it no longer needs a form to work. In this article, we cover how the Attachments control used to work, what the modern control changes, and how to use it with and without… Read More: Managing Dataverse Attachments Without a Form Using the Modern Attachments… »

Duplicate Contacts in Dynamics 365: What to Do When a Customer Changes Jobs

It is 8:40 on a Tuesday. A sales rep is sitting in a contractor’s parking lot, minutes away from a renewal meeting for a rooftop unit order. He searches Dynamics 365 for the customer and finds three records: “Dan Walker, Brightline Mechanical,” “Daniel Walker, Brightline Mechanical Services,” and a third Dan Walker with a different… Read More: Duplicate Contacts in Dynamics 365: What to Do When a… »

From Prompt to Pro-Code: Converting a Power Apps Vibe CRM App into a Code App

What happens when a sales team’s AI-generated lead tracker needs to graduate to a developer-owned codebase, including the CLI gotchas nobody warns you about. Power Apps vibe lets you describe an app in plain English and generate a working application connected to Dataverse in minutes. That speed is useful for sales operations teams that need… Read More: From Prompt to Pro-Code: Converting a Power Apps Vibe CRM… »

Transferring Ownership of a Power Pages Site: Step-by-Step Guide

When the person responsible for a Power Pages site moves to another role or leaves the organization, ownership should be transferred to someone who will manage the site going forward. Microsoft provides an option to transfer site ownership through the Power Platform admin center. This guide covers the process, the impact on Dataverse records, and… Read More: Transferring Ownership of a Power Pages Site: Step-by-Step Guide »

Enhancing Customer Service Automation with AI Agents in Dynamics 365 CRM – Part 1

When a customer service team grows, they often face a big problem. Their shared support inbox fills up with noise. Real customer complaints need immediate attention. However, these important emails often get lost under vendor newsletters, out-of-office replies, and automated alerts. If you do not have an intelligent filter, every single email creates a new… Read More: Enhancing Customer Service Automation with AI Agents in Dynamics 365… »

SQL Meets Dataverse Web API: Query Microsoft Dataverse Data Using SQL

Microsoft Dataverse provides several ways to retrieve data, including  OData and FetchXML. While these approaches are well suited to Dataverse, developers coming from a relational database background may naturally think in terms of SQL. In this article, we will look at how Dataverse data querying traditionally works, what SQL querying through the Web API introduces,… Read More: SQL Meets Dataverse Web API: Query Microsoft Dataverse Data Using… »

Build Dataverse Solutions Faster with a Coding Agent in Dynamics 365

Traditionally, creating a Dataverse solution involves manually creating tables, columns, relationships, and sample records through the Power Apps maker portal or by writing scripts and using Power Platform CLI. With Dataverse skills for coding agents, we can describe our requirements in natural language and let the coding agent implement them directly in the connected Dataverse… Read More: Build Dataverse Solutions Faster with a Coding Agent in Dynamics… »

The Case That Knows What to Do Next: Using AI Builder Prebuilt Prompts with Dataverse Low-Code Plug-ins

If you have spent any time around a support queue in Dynamics 365, you know what a fresh case usually looks like. One long description where the actual problem is buried somewhere between an order number, a list of fixes the customer already tried, and a lot of frustration. The agent has to read the… Read More: The Case That Knows What to Do Next: Using AI… »

Modernizing Dataverse Data Clean up With New Bulk Delete Capabilities

While working as a Dynamics 365 and Power Platform Consultant at a technology company, I was responsible for supporting and maintaining our Dataverse environments. Along with configuring tables, business processes, and user requirements, I also looked after environment health, data cleanup, and overall data management. As more teams started using the system, the amount of… Read More: Modernizing Dataverse Data Clean up With New Bulk Delete Capabilities »