Dataverse
In the previous post, we looked at Filtered Record Ownership, where filters become the primary mechanism for record access. In this post, we will look at a related capability: adding filter-based security…
Dataverse
Dataverse has traditionally provided User/Team and Organization ownership. Filtered Record Ownership (Preview) introduces another approach: access can be determined by filter conditions on the data rather than by a record owner. What…
Dataverse
While working with Model-driven apps, sometimes a visual indicator can make a view much easier to scan. For example, instead of displaying simple text like Priority – Hot, Warm and Cold. we…
Dynamics 365
I recently came across a small but useful addition to the Dynamics 365 / Power Apps lookup experience: the Drawer Lookup Control. With the standard lookup, selecting a value typically opens the…
Dataverse
Recently we had a requirement to export the working hours of Bookable Resources from Dynamics 365 for a specified date range and make that information available to a third-party system. Rather than…
Dataverse
A common requirement with Business Process Flows is this: the user must capture all the required details on the form before they are allowed to move to the next stage of the…
Dataverse
Microsoft 365 Copilot brings conversational AI directly into Model-Driven Apps, allowing users to ask natural language questions about Dataverse data, quickly locate records, and improve productivity without leaving the application. In this…
Azure
Recently, I cleared the Microsoft Certified: Architecting Agentic AI Business Solutions (AB-100) exam. While preparing, I ended up creating this one-page Architect’s Compass for my last-minute revision. Instead of memorizing every Microsoft…
Dataverse
Power Apps now lets us render a column’s data as a small graphic in the grid – a gauge, a sparkline, a colored bar, or stars – instead of plain text. We…
Dataverse
Scenario Working on a custom multi-entity Business Process Flow (Opportunity → Quote) recently, we ran into this error while trying to reactivate the process: The BPF (custom_salesprocess) had already traversed several stages…