Articles

Cool solutions and use cases to spark ideas and help you implement similar patterns

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

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

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

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

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

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