Consultant-tested CE field notes

Power PlatformCE Solutions

Solutions, best practices, and expert tips for Microsoft Dynamics 365 Customer Engagement consultants. Level up your CE development skills with practical guides, clean patterns, and fixes that save real project time.

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Power Automate

How to Roll Up Line-Level Flags to an Opportunity Header in D365

Sometimes the data users want to report on lives on child records, but leadership wants to see it on the parent record. This article walks through a practical Power Automate pattern for rolling up line-level flags to an Opportunity header field in Dynamics 365.

Jul 23, 202613

Xrm Toolbox Tricks

I Used XrmToolBox + AI to Clean Up Security Roles Without Losing My Mind

Security role cleanup always sounds simple until you export everything and realize you are now staring at a pile of roles that all look vaguely related and mildly threatening. This time, instead of manually comparing every privilege and access level, I used XrmToolBox to export the role details and AI to help me spot overlap, likely consolidation opportunities, and the places where a real human still needed to make the call.

Jun 2, 202610

Best Practice

How to Write Better Developer Handoff Notes as a Functional Consultant

When a Dynamics 365 requirement cannot be solved with standard configuration, a good developer handoff note can save your project from confusion, rework, and endless back-and-forth. Here’s how functional consultants can clearly explain the business need, the gap, the expected behavior, and the testing criteria before handing work over to development.

May 20, 202610

Troubleshooting

Debugging JavaScript Web Resources in Dynamics 365 (Without Losing Your Mind)

JavaScript web resources in Dynamics 365 are usually what you reach for when business rules and out-of-the-box functionality stop just short of what you need. This article walks through the real-world debugging habits that make form scripts easier to troubleshoot, from checking whether events are actually firing to catching naming, caching, and executionContext issues before they waste your afternoon.

Apr 27, 20268

Dataverse

From Hours to Minutes: Mastering MPP Import in Project Operations

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

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Latest Guides

Best practices and walkthroughs worth keeping close

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Xrm Toolbox Tricks

Metadata & documentation (know what you’ve built + generate artifacts)

Metadata is what keeps your automation, integrations, and UAT from turning into guesswork. This guide covers when to use Metadata Browser to confirm what a field really is (logical name, type, relationships, option values), and when to use Metadata Document Generator to create a shareable data dictionary for UAT/support/handoffs—so you stop answering “what field is that?” on repeat.

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Xrm Toolbox Tricks

Customization helpers (forms, views, web resources, client scripting)

Customization helpers are your “make it look right + behave right” toolbox for Dynamics 365/Dataverse—forms, views, web resources, and client scripting. This guide helps you quickly find where JavaScript is registered, bulk-standardize forms and views without endless clicking, safely refactor columns/attributes, and create or document choice lists in a governed way—so you ship value without creating a haunted form that only breaks on Tuesdays. 🙂

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Xrm Toolbox Tricks

Querying, troubleshooting & analysis

This guide is your “show me the receipts” playbook for Dataverse/Dynamics 365 troubleshooting. When someone swears a record doesn’t exist, a view “almost works,” or a filter is only emotionally correct, you’ll use a repeatable checklist plus FetchXML Tester and Schema Browser to isolate the breaking condition, confirm the true schema/relationships, and prove the behavior with before/after evidence—without clicking around the UI like it owes you money.

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Xrm Toolbox Tricks

Solution management & ALM

Solution work is where good ALM happens—and where “Why is Prod different?” is born. This guide gives you a repeatable way to assemble deployable solutions, trace what changed with real deployment receipts, and move solution content from Dev → UAT → Prod without missing dependencies, unmanaged-layer surprises, or “oops we forgot the web resource” moments.

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Xrm Toolbox Tricks

Security & access management

Security work is where you realize Dataverse isn’t “broken”—it’s just extremely literal. This guide gives you a repeatable way to diagnose “why can’t they see X?” by separating table vs record access, comparing a user to a known-good “golden user,” using role comparison to find the exact missing privilege (hello, Append/Append To), and doing safe bulk onboarding via CSV without accidentally handing out System Admin.

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Xrm Toolbox Tricks

Auditing, compliance & record-history extraction

Auditing is how you stop arguing and start proving: who changed what, when, and what it was before—using evidence, not group chat speculation. This guide covers Audit History Extractor for bulk, report-ready audit exports (including lookup/optionset-friendly values), plus a repeatable way to validate results and produce an investigation summary clients can actually use. It also includes Environment Processes Comparer to spot process drift across environments so “Dev works, Prod doesn’t” becomes a quick diff—not a scavenger hunt.

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