Don't let the "Calculation..." spinner dictate your workday. A deep dive into using MPP files to build and manage Project Operations templates without the Dataverse clutter.

Apr 7, 20269

Power Apps

Stop Over-Engineering Document Generation in D365: The Guide to Native Word Templates

Are you over-engineering document generation in Dynamics 365 with massive Power Automate flows? Discover how to leverage native Word Templates to seamlessly pull custom application data into perfectly formatted summaries using zero custom code. Read on for the step-by-step build process and the crucial gotchas every consultant needs to know before they start.

Mar 24, 20268

Power Automate

The Bulletproof Way to Bulk Fulfill Sales Orders via Dataverse Web API

This article is a “surgical precision” Power Automate pattern for when the normal Dataverse connector isn’t reliable enough—especially on legacy records. It uses the HTTP action + raw Dataverse Web API authenticated via an Azure App Registration to run a bound action (like FulfillSalesOrder) only against a strictly controlled list of records from an Excel table. The key idea: Excel drives the scope, the flow includes a 1-to-1 match safety valve, and you validate via HTTP status codes and the Dynamics UI so you can bulk-clean records without collateral damage.

Mar 4, 202612

Power Automate

Customer Voice + D365: Automate Case Surveys, Score Responses, and Flag Negatives

This guide is a reusable pattern for connecting Customer Voice + Dynamics 365 Customer Service so survey feedback becomes actionable work. It shows how to automatically send a survey when a Case is created, then parse the response JSON, score specific questions, and write a clear Positive/Negative “Survey Outcome” back onto the Case. The result: support teams can triage unhappy customers directly from Dynamics (no dashboard hopping), with guardrails for exclusions, ALM-friendly question mappings, and safe “no false negatives” scoring.

Mar 2, 202612

Power Automate

Scaling In-Person Event Registration: One ClickDimensions Widget to Rule Them All

Learn how to scale in-person event registrations in Dynamics 365. Use one embedded ClickDimensions form and Power Automate to read utm_content and automatically create Event Participation records without manual data entry.

Feb 26, 202611

Dataverse

Why We Used a Console App to Update 1.3 Million Records (And When You Should Too)

When your update count hits seven digits, the question stops being “can we do this?” and becomes “what’s the safest way to do this once?” This article explains why a console app using the Dataverse SDK is often the most controlled option for high-volume updates—especially when you need deterministic mapping logic, safe reruns, batching/throttling control, and the ability to update inactive records—plus a practical “test small first” pattern and validation steps to prove it worked.

Feb 24, 202610

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