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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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Latest Articles

Fresh insights and solutions

From CRM to Customer Experience: Building a Customer Deal Room on Top of Dynamics 365 with Lovable
DataverseNew

From CRM to Customer Experience: Building a Customer Deal Room on Top of Dynamics 365 with Lovable

I built a customer-facing Deal Room on top of Dynamics 365 using Lovable to test how an external user could participate in a CRM-driven process without ever seeing Dynamics itself. In this article, I walk through the customer experience, bidirectional write-back to Dynamics, the security gaps that still need to be solved, and where this pattern could make sense in real projects.

Oct 7, 20268
Building a Deal Review Experience on Top of Dynamics 365 with Lovable
Power Apps

Building a Deal Review Experience on Top of Dynamics 365 with Lovable

I connected Lovable to a Dynamics 365 CE demo environment to see what happens when Dynamics stays the system of record, but the user experience becomes much more focused. In this article, I walk through how I built a Deal Review experience using live Opportunity, stakeholder, activity, and note data, added explainable deal health, and expanded the same Dynamics data into Pipeline Health and Account Health views.

Sep 25, 202610
It Worked in Dev… Now What? What Enterprise Power Platform ALM Taught Me About Deployments, Solution Layers, and Go-Live
Best Practice

It Worked in Dev… Now What? What Enterprise Power Platform ALM Taught Me About Deployments, Solution Layers, and Go-Live

Working on my first large enterprise Dynamics 365 implementation changed how I think about Power Platform ALM. The concepts weren’t new - the scale was. Seeing managed solutions, pipelines, dependencies, solution layers, and multiple environments operating together reinforced how much good ALM is really about control, repeatability, and reducing deployment risk.

Aug 26, 202610
How to Roll Up Line-Level Flags to an Opportunity Header in D365
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
I Used XrmToolBox + AI to Clean Up Security Roles Without Losing My Mind
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
How to Write Better Developer Handoff Notes as a Functional Consultant
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
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Latest Guides

Best practices and walkthroughs worth keeping close

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

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

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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Querying, troubleshooting & analysis

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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Solution management & ALM

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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Security & access management

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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Auditing, compliance & record-history extraction

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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