https://powerplatformgirl.com Solutions, best practices, and expert tips for Microsoft Dynamics 365 Customer Engagement consultants. https://powerplatformgirl.com/articles/i-used-xrmtoolbox-ai-to-clean-up-security-roles-without-losing-my-mind https://powerplatformgirl.com/articles/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. Tue, 02 Jun 2026 00:00:00 GMT https://powerplatformgirl.com/articles/how-to-write-better-developer-handoff-notes-as-a-functional-consultant https://powerplatformgirl.com/articles/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. Wed, 20 May 2026 00:00:00 GMT https://powerplatformgirl.com/articles/debugging-javascript-web-resources-in-dynamics-365-without-losing-your-mind https://powerplatformgirl.com/articles/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. Mon, 27 Apr 2026 00:00:00 GMT https://powerplatformgirl.com/articles/from-hours-to-minutes-mastering-mpp-import-in-project-operations https://powerplatformgirl.com/articles/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. Tue, 07 Apr 2026 00:00:00 GMT https://powerplatformgirl.com/articles/stop-over-engineering-document-generation-in-d365-the-guide-to-native-word-templates https://powerplatformgirl.com/articles/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. Tue, 24 Mar 2026 00:00:00 GMT https://powerplatformgirl.com/articles/the-bulletproof-way-to-bulk-fulfill-sales-orders-via-dataverse-web-api https://powerplatformgirl.com/articles/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. Wed, 04 Mar 2026 00:00:00 GMT https://powerplatformgirl.com/articles/customer-voice-d365-automate-case-surveys-score-responses-and-flag-negatives https://powerplatformgirl.com/articles/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. Mon, 02 Mar 2026 00:00:00 GMT https://powerplatformgirl.com/articles/scaling-in-person-event-registration-one-clickdimensions-widget-to-rule-them-all https://powerplatformgirl.com/articles/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. Thu, 26 Feb 2026 00:00:00 GMT https://powerplatformgirl.com/articles/why-we-used-a-console-app-to-update-13-million-records-and-when-you-should-too https://powerplatformgirl.com/articles/why-we-used-a-console-app-to-update-13-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. Tue, 24 Feb 2026 00:00:00 GMT