Dynamics 365 & Power Platform Guides
130 technical guides and comparisons from senior consultants, grouped by topic.
Solzet's guides answer the questions buyers and delivery teams ask when Dynamics 365 or the Power Platform is not doing what they need. Each one takes a single problem from symptom to fix: comparisons for choosing between platforms, partners and build approaches, how-to guides for ALM with the PAC CLI, Dataverse data modelling, PCF controls, Power Pages and Field Service, and recovery guides for stalled or failed implementations. They are written by the senior consultants who do this work, not by a content team. Filter by topic below or search by product or symptom, and if you would rather have the problem solved than read about it, every guide ends with a way to reach us.
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- Sales & Customer Service
How to Fix Random SLA Timer Pauses in Dynamics 365 Customer Service
Random SLA timer pauses in Dynamics 365 Customer Service? Find the status rule, business hours calendar, flow or plugin behind them and fix it step by step.
Read the guide - Implementation & regions
Power Platform Developer in Armenia: Power Apps and BI
Hire a Power Platform developer in Armenia: senior Power Apps, Power Automate and Power BI developers in Yerevan, for a full build, a rescue or your team.
Read the guide - Implementation & regions
Dynamics 365 and Power Platform Experts in Yerevan, Armenia: Local Delivery Guide
Dynamics 365 and Power Platform experts in Yerevan, Armenia: compare local consultancy models, nearshore delivery, implementation, support and project rescue.
Read the guide - Implementation & regions
Building a Power Apps Center of Excellence with a Nearshore Team: A Decision Guide
How to build a Power Apps Center of Excellence with a nearshore team from Armenia: governance, ALM and reusable frameworks, knowledge transfer and lower cost.
Read the guide - PCF controls
Building a Custom Kanban Board for Dynamics 365 vs. Buying from AppSource
Should you build a custom PCF Kanban control for Dynamics 365 or buy an AppSource app? Compare fit, cost, ownership and upkeep for your sales or service team.
Read the guide - Rescue & recovery
Common Dynamics 365 Customization Mistakes and How to Fix Them
Fix common Dynamics 365 customization mistakes: over-customized OOB features, poor plugin design, ignored solution layering and Xrm.Page, with a refactor plan.
Read the guide - Migration & legacy
Best Practices for Migrating from Salesforce to Dynamics 365 (Dataverse)
Best practices for migrating Salesforce to Dynamics 365 Dataverse: data mapping, record IDs, attachments, audit history, cutover and the pitfalls to avoid.
Read the guide - Migration & legacy
Salesforce to Dynamics 365 Data Migration Guide
A practical guide to migrating Salesforce or Bitrix24 data to Dynamics 365: field mapping, overriddencreatedon, attachments, tools, validation and cutover.
Read the guide - Sales & Customer Service
Fix Contacts Stuck in Dynamics 365 Customer Insights Journeys (Not Progressing, No Error)
Fix Customer Insights Journeys contacts stuck with no error in Dynamics 365: check audience membership, consent, wait and trigger tiles, publishing and limits.
Read the guide - Licensing & partners
Managing Dynamics 365 Licensing Costs and Negotiating Microsoft Renewals
Facing a steep Dynamics 365 renewal? Compare Per App and Per User licensing, rightsize seats under NCE and negotiate your Microsoft renewal with usage evidence.
Read the guide - Licensing & partners
Dynamics 365 Licensing Procurement: Partner vs. Direct
How Dynamics 365 partner margins work: why buying through a CSP partner usually costs the same as direct, what the margin funds, and what to ask first.
Read the guide - Rescue & recovery
Dynamics 365 Project Rescue and Takeover Service for Failed Implementations
Solzet rescues stalled or failed Dynamics 365 Customer Engagement and Power Platform projects: 72 hour takeover, forensic audit, stabilization, a working fix.
Read the guide - Rescue & recovery
Dynamics 365 Health Check and Technical Audit Service
Independent, fixed-price Dynamics 365 and Power Platform health check auditing security, performance, data and governance, with a prioritized remediation plan.
Read the guide - Rescue & recovery
Dynamics 365 Rescue Services: How to Fix a Failed or Stalled Implementation
Rescue a failed or stalled Dynamics 365 implementation: crisis steps with no budget, automation triage, an independent assessment of root causes and takeover.
Read the guide - Implementation & regions
CRM Consulting: Dynamics 365 (D365) Partner in Armenia
CRM consulting in Armenia by a Yerevan D365 partner: Dynamics 365, Power Platform and custom CRM scoping, build, migration, rescue and support by senior teams.
Read the guide - PCF controls
PCF and Highcharts: Integrating Third-Party Libraries in a Power Apps Component Framework Control
Integrate Highcharts, React and Fluent UI libraries in a PCF control: bundle or externalize, virtual controls, bundle size, lifecycle cleanup and deployment.
Read the guide - Comparisons & decisions
Hire PCF Developers: In-House Team vs. Upwork or Toptal Freelancers
Hire a freelance PCF developer on Upwork or Toptal, or a dedicated PCF team? Compare cost, risk and quality, when to build or buy, and how to screen developers.
Read the guide - Comparisons & decisions
Dynamics 365 Customer Service vs. Zendesk, Freshdesk, and Native Microsoft 365 Tools: Real Integration Benefits for Microsoft 365 Shops
Dynamics 365 Customer Service vs. Zendesk and Freshdesk for Microsoft 365 shops: the real Entra ID, Teams, SharePoint and Power Automate benefits and costs.
Read the guide - Sales & Customer Service
Fix Dynamics 365 Omnichannel Agent Disconnections and Chat Timeouts
Agents dropped mid chat in Omnichannel for Customer Service? Diagnose session timeouts, sign-in frequency, workstream inactivity, presence and proxy drops.
Read the guide - Power Apps & Automate
Power Automate Desktop Production Reliability Best Practices
Is Power Automate Desktop reliable for production RPA? Yes, with proper design: selectors, error handling, checkpoints and monitoring for unattended flows.
Read the guide - Comparisons & decisions
Microsoft Field Service Dispatch Software: Dynamics 365 vs. Dedicated Scheduling Tools
Microsoft field service dispatch software is Dynamics 365 Field Service. Compare it with Jobber and ServiceTitan on dispatch, mobile, CRM integration and cost.
Read the guide - Field Service
Dynamics 365 Field Service Partner: Feasibility Sprint and Pilot
Dynamics 365 Field Service partner for the Netherlands and Europe: a fixed scope feasibility sprint tests your work orders and assets, then ends in a pilot.
Read the guide - Comparisons & decisions
Is Dynamics 365 Overkill for a 30 Person Company? An Honest Comparison with Pipedrive and HubSpot
Is Dynamics 365 overkill for a 30 person company? An honest comparison with Pipedrive and HubSpot and the breaking points where small teams outgrow a light CRM.
Read the guide - Sales & Customer Service
Dynamics 365 Membership Management for Nonprofits: Fit Assessment
Can Dynamics 365 run nonprofit membership? The Nonprofit Accelerator covers donors, grants and programs, but dues, renewals and a member portal are a build.
Read the guide - Comparisons & decisions
Power Apps vs. Other Platforms for Field Inspection Apps (Cost and Features)
Power Apps vs Fulcrum, AppSheet and Jotform for a field inspection app with photos: licensing, build effort, offline, photo storage and Dataverse integration.
Read the guide - Dataverse & data
Fast Dataverse Bulk Import for Millions of Rows
How to bulk import millions of rows into Dataverse fast: CreateMultiple and UpsertMultiple, disabling per row logic, parallelism, 429 throttling and tools.
Read the guide - PCF controls
PCF Controls in Canvas Apps: Yes, Here Is How
Yes, PCF code components work in Power Apps canvas apps. Enable the component framework, import the solution, insert it from the Code tab, bind with Power Fx.
Read the guide - PCF controls
Custom Kanban Board View for Dynamics 365 with PCF
Is there a ready made Kanban board for Dynamics 365? The Sales Kanban control and its limits, PCF Gallery and AppSource options, and how to build a PCF board.
Read the guide - Implementation & regions
Dynamics 365 Project Operations Implementation Guide
How to implement Dynamics 365 Project Operations: deployment shape, billing models, resourcing, time and expense, finance integration and a phased checklist.
Read the guide - Comparisons & decisions
When to Hire a Dynamics 365 Consultant vs. DIY Implementation
When to hire a Dynamics 365 consultant vs DIY: what a maker can build without code, the eight walls where no code runs out, and a pre-implementation checklist.
Read the guide - Implementation & regions
Solzet Company Profile: Dynamics 365, Power Platform and Custom CRM Delivery from Yerevan
Solzet company profile: a Yerevan, Armenia CRM consultancy delivering Dynamics 365 Customer Engagement, Power Platform, PCF controls and custom-built CRM.
Read the guide - Sales & Customer Service
Link Multiple Products to One Case in Dynamics 365
Link multiple products to one case in Dynamics 365 Customer Service: many to many, Connections or a junction table, and the reporting and audit trade offs.
Read the guide - Implementation & regions
Power Automate & Power Platform Support, Netherlands
Power Automate and Power Platform support in the Netherlands: managed support, project rescue and proactive monitoring in CET business hours, from Yerevan.
Read the guide - Comparisons & decisions
PCF Controls: Buy, Build, or Customize
Buy, build or customize a PCF control for Dynamics 365 or Power Apps? Compare the three routes, hidden costs and total cost of ownership before commissioning.
Read the guide - Sales & Customer Service
Dynamics 365 Volume Discounts and Complex Pricing
Volume discounts and complex pricing in Dynamics 365 Sales: where native discount lists stop and how to build tiered, order level and customer specific pricing.
Read the guide - Dataverse & data
Fix a Slow Canvas App Gallery on Dataverse with Delegation
Slow Power Apps canvas app or gallery on Dataverse? Audit OnStart with Monitor, fix delegation on large tables, and rewrite the formulas that make apps crawl.
Read the guide - Field Service
Stop the Field Service Optimizer Rescheduling Manual Bookings
Dynamics 365 Field Service optimizer moving manual bookings? Prove what moved them, then protect them with booking locks, statuses, scope and goal constraints.
Read the guide - ALM, testing & DevOps
Power Platform ALM: PAC CLI Solution Commands and Pipelines
Replace manual solution ZIP export and import with proper Power Platform ALM: the pac solution commands, source control and a build and release pipeline.
Read the guide - Sales & Customer Service
Dynamics 365 Adoption and Training for a Team That Hates Generic Training
Role based Dynamics 365 training for teams that rejected generic training. We fix the friction in the system first, then teach each role on your own records.
Read the guide - Implementation & regions
Urgent Dynamics 365 Staff Augmentation and White-Label Subcontracting
Urgent Dynamics 365 staff augmentation: senior Customer Engagement leads and developers join your team white label or directly, without a long vetting cycle.
Read the guide - Comparisons & decisions
A CRM You Own Outright: When Building Beats Licensing, and When It Does Not
Dynamics 365 Sales, Salesforce, HubSpot or a CRM you own: the decision rule, licensing and ownership trade-offs, frozen budgets and when you need consultants.
Read the guide - Licensing & partners
Switch Dynamics 365 Partner Safely - Admin, Exports and CSP Checklist
Switch Dynamics 365 partners safely: secure Global Admin and billing first, export solutions and source, move CSP, and recover access from a silent partner.
Read the guide - Rescue & recovery
Choosing a Dynamics 365 Partner After One Has Already Failed You
Choosing a Dynamics 365 partner after a failure: a paid pilot, named seniors in the contract, ALM evidence, a dissenting design view and exit terms set first.
Read the guide - Migration & legacy
Replacing a Legacy Access Database or Spreadsheets: A Decision Guide
Replacing an Access database or spreadsheets: what must work next month, three honest paths (stabilise, Power Apps and Dataverse, custom app) and safe cutover.
Read the guide - Migration & legacy
Getting Off a CRM You Regret: Stay, Fix or Migrate
Regret your CRM? Decide whether to stay, fix or migrate: diagnose bad implementation versus missing capability, real migration costs and frozen budget options.
Read the guide - Migration & legacy
Migrating to Dynamics 365 from a Legacy CRM: Scoping Before Price
Why a fixed-price Dynamics 365 migration needs discovery, a pre-migration checklist, a grid to compare migration quotes and contract terms that protect you.
Read the guide - Rescue & recovery
Failed Dynamics 365 Migration Recovery: Missing Data and Audits
Recover from a failed Dynamics 365 migration: freeze writes, reconcile by entity, what a Dataverse restore can recover, and how to document data gaps for audit.
Read the guide - Rescue & recovery
Taking Over an Undocumented Dynamics 365 Environment: The First Two Weeks
Inherited Dynamics 365 with no documentation or source code? Export and unpack solutions, map plugin steps, flows, security, integrations and dead code.
Read the guide - Migration & legacy
Merging Two CRMs After an Acquisition With a Regulatory Deadline
Merging two CRMs after an acquisition with a regulatory report due? Report first from a thin canonical layer over both, then consolidate: keys, matching, sync.
Read the guide - Field Service
Dynamics 365 Field Service Scheduling Rescue: Fix a Failed Rollout
Dynamics 365 Field Service scheduling not working? Fix locations, skills, territories and RSO goals in order, stop double bookings, protect emergency callouts.
Read the guide - Rescue & recovery
Dynamics 365 Integration Losing Records Silently: Emergency Triage
Dynamics 365 integration silently losing records? Detect it with reconciliation, prove the loss at the boundary, classify the cause and contain it within a day.
Read the guide - Comparisons & decisions
Customer Portal on Dynamics 365: Power Pages or Custom Front End?
Guest accounts, Power Pages or a React front end for a Dynamics 365 portal: licensing as volume grows, identity, data residency, access review and upkeep.
Read the guide - Power Apps & Automate
Power Platform App Suite: How to Scope, Sequence and Contract It
Replacing ageing internal tools with a suite of Power Platform apps: pick the pattern app, sequence the rest, hand over progressively and shape the contract.
Read the guide - Licensing & partners
Choosing a Partner to Own Your Business-Critical Systems
How to choose a partner to own business-critical systems with no internal IT: paid discovery, a named team, your own tenant, a support model and a defined exit.
Read the guide - Sales & Customer Service
Dynamics 365 Sales Process Redesign Your Sales Team Will Use
Dynamics 365 Sales fighting how you sell? Test the process fit, cut mandatory fields, stop duplicate deals and redesign in 90 days without breaking commission.
Read the guide - Migration & legacy
Legacy Migration With No Original Developers and No Downtime
Migrating off a legacy system with no original developers: prove restore, rebuild rules from past invoices, run in parallel, cut over without stopping billing.
Read the guide - Sales & Customer Service
Quote-to-Cash on Dynamics 365 From a Shared Spreadsheet
Replacing a shared Excel quote-to-cash process: what Dynamics 365 Sales does natively, what needs Power Platform, when to build custom, and ERP integration.
Read the guide - Rescue & recovery
Customer Service Is Failing and the Platform Cannot Be Replaced
Stabilise a failing service desk you cannot replace: stop the SLA bleed, restore agent trust, measure true first response, then fix routing, forms, knowledge.
Read the guide - Power Apps & Automate
Power Apps and Field Service Offline: Stop Losing Field Data
Why offline Power Apps and Field Service mobile apps lose technician data, and the durable fix: client keys, idempotent upsert, conflict rules, reconciliation.
Read the guide - Migration & legacy
Dynamics 365 On-Premises at End of Life: Stabilise, Migrate or Rebuild
Dynamics 365 on-premises at end of support: what stops, what is cloud-only, data residency, and when to harden, migrate to online or rebuild on a custom stack.
Read the guide - Sales & Customer Service
Decluttering a Slow Dynamics 365 Case Form for Agents
Slow, cluttered Dynamics 365 case form? Measure load time first, then fix subgrids, OnLoad scripts, plug-ins and PCF controls, and retire fields nobody fills.
Read the guide - Integration & reporting
Rationalising Point-to-Point Integrations Without New Middleware
Too many point-to-point Dynamics 365 integrations and no middleware budget? Inventory, rank, stabilise with outbox and retry, test if a broker is justified.
Read the guide - Security & compliance
Dynamics 365 Security Model: Business Units, Teams and Access
Business units or teams in Dynamics 365? The rule for who sees whose records, hierarchy security, matrix access, and how to change a live model safely.
Read the guide - Security & compliance
Building a CRM in 60 Days for an Audit: What Is Achievable
A CRM with an audit or compliance deadline 60 days away: what fits, what does not, scoping from audit evidence, interim controls and which corners are safe.
Read the guide - Sales & Customer Service
Fixing a Broken Sales Forecast in Dynamics 365
Dynamics 365 forecast far above what closes? Enforce stage evidence, set probability by stage, block unearned moves and fix close dates, then manage to it.
Read the guide - Security & compliance
Governing Copilot and AI Agents Over Dynamics 365 Data
Copilot over messy Dynamics 365 data: which records to expose, a trusted cohort pilot, read-only first, human review for PII, audit trails and cost control.
Read the guide - Power Apps & Automate
Sequencing a Process Automation Portfolio Without a Failed Pilot
How to sequence dozens of broken processes into an automation roadmap: a triage rubric, legacy ERP integration classes, measured waves and governance first.
Read the guide - Implementation & regions
Standardising Dynamics 365 Across Regions That Work Differently
A global Dynamics 365 template regions will use: what must be identical, what stays local, a core managed solution plus regional extensions and a pilot rollout.
Read the guide - Dataverse & data
Fixing Duplicate Customer Data in Dynamics 365 Without Breaking Reports
Why Dynamics 365 duplicates keep returning, and the fix in order: profile first, tune matching rules, merge in reversible batches and add alternate keys.
Read the guide - Field Service
Field Service Proof of Work: Parts, Serials and Audit Evidence
What auditors and warranty claims require as proof of work, the Dynamics 365 Field Service evidence data model, fast mobile capture and reconstructing gaps.
Read the guide - Sales & Customer Service
Rebuilding Revenue Operations on Dynamics 365 in Six Months
Revenue operations rebuild on Dynamics 365 in six months: pay and quoting, then data, then automation, reps off Word quotes and commission calculable from CRM.
Read the guide - Field Service
Field Service Transformation on a Legacy Estate of Old Versions
A Field Service programme on mixed old Dynamics versions: assess the estate, fix core risk, run one ROI pilot in parallel and show the board what to measure.
Read the guide - Comparisons & decisions
Dynamics 365 Mobile App vs Power Apps vs Custom Field App
Field Service mobile app, a canvas app or a custom field app? The decision rule by constraint, per-user licensing at scale, and the upkeep each route creates.
Read the guide - Migration & legacy
Consolidating Legacy Systems Without Stopping the Business
Consolidating fifteen or more legacy systems? Triage by risk, move one capability at a time, keep one owner per entity to stop drift, and satisfy auditors.
Read the guide - Integration & reporting
Unifying Voice, Chat, Email and WhatsApp in Dynamics 365
Unify voice, chat, email and WhatsApp in Dynamics 365 without losing messages: record every message before routing, resolve identity, route by capacity, retain.
Read the guide - ALM, testing & DevOps
Dynamics 365 Intermittent Failures: Plug-in Races and Timeouts
Dynamics 365 errors nobody can reproduce? Trace them by correlation ID, find plug-in races, timeouts and ordering faults under load, then contain and fix them.
Read the guide - Power Pages
Power Pages Data Leak: Fix Table Permissions and Web Roles
A Power Pages user can see other customers' records? Contain it now, check what logs can prove, then rebuild table permissions, scopes and web roles right.
Read the guide - Power Pages
Launching a Power Pages Portal in 90 Days on a Fixed Budget
A 90 day Power Pages launch is one journey, one table set and one integration: the week by week plan, permissions first, load checks and the traps that sink it.
Read the guide - Integration & reporting
Dynamics 365 Aggregate Query Limit and Power BI Refresh Fixes
AggregateQueryRecordLimit exceeded or Power BI refresh failing on Dataverse? Why it happens, the fix ladder, a board-deadline workaround and reconciled numbers.
Read the guide - Rescue & recovery
Replacing a Failing Contact Centre Without a Big-Bang Cutover
Replace a failing contact centre in phases: stabilise to stop customer harm and build audit evidence, prove the target on agreed criteria, cut over by queue.
Read the guide - Integration & reporting
Unifying the Agent Desktop Across Legacy Systems Without Replacing Them
Agents switching between eight systems? Compose one Dynamics 365 agent desktop over them: shared customer context, on-premises access, SSO, latency, audit.
Read the guide - Field Service
Field Service Asset History Customers Can Actually See
One Dataverse asset record for Field Service and a Power Pages portal: canonical asset model, account-scoped permissions, licensing and incremental legacy sync.
Read the guide - PCF controls
PCF Controls in Production: Why They Break Outside the Harness
PCF control works in the test harness but fails in Dynamics 365? Check updateView, getOutputs, sizing, webAPI 403s, bundle load, error handling and versions.
Read the guide - Migration & legacy
Migrating a Regulated Legacy App to Power Apps and Dataverse
Replacing a regulated legacy app with Power Apps and Dataverse? Catalogue every rule as a test, isolate a rule layer, design audit and parallel run first.
Read the guide - Integration & reporting
One Customer Timeline Across Siloed Systems in Dynamics 365
Agents cannot see the full customer history across siloed systems? Copy interactions into one Dataverse event table, resolve identity at capture, then report.
Read the guide - Dataverse & data
Dataverse Model Producing Wrong Numbers: Fix It in Production
Finance reports disagree and month-end hangs? The Dataverse model causes behind it, the safe fix order on a live system, and what cannot be changed in place.
Read the guide - Security & compliance
Dynamics 365 Audit Trail: Retention, Export and Who Changed What
Dynamics 365 audit logs: what Dataverse records, scoping, Web API change history, export to immutable storage, and how to document periods auditing was off.
Read the guide - Comparisons & decisions
Failing Booking System: Fix, Extend or Replace It?
Booking system failing, customers leaving? Triage what costs customers, then choose: wrap it with reminders, rebuild the booking layer or replace it outright.
Read the guide - Integration & reporting
Expose Dynamics 365 Data to External Systems With an API Gateway
Exposing Dynamics 365 data to partners and vendors? Use a gateway with per-consumer auth, rate limits, audit logging, versioned contracts and event fan-out.
Read the guide - Power Apps & Automate
Power Automate 429 Throttling at Scale: Redesign, Not Retries
Power Automate 429 at scale? Retries will not meet a deadline. Cut calls per record, batch, process deltas, control concurrency, split into resumable workers.
Read the guide - Dataverse & data
Dataverse Storage Capacity Full: What to Delete and What to Keep
Dataverse capacity full? Find which bucket is full, clear trace logs, system jobs, attachments and audit safely, and fix storage so users keep their history.
Read the guide - Integration & reporting
Consolidated Reporting Across Dynamics 365 and Your ERP
Reporting across Dynamics 365 and a separate ERP with no BI team? Land both in one thin layer with conformed keys, prove lineage, get a first number in weeks.
Read the guide - Security & compliance
Dynamics 365 GDPR: Erasure, Retention and Data Subject Requests
Execute GDPR requests in Dynamics 365: find a person across instances, delete, anonymise or restrict without orphaning history, retention jobs and evidence.
Read the guide - Dataverse & data
Dataverse API Limits: Protect Your Portal From Batch Jobs
Nightly sync taking your portal down? Dataverse API limits apply per identity. Stop the job, restore users, then separate identities, rate limit and monitor.
Read the guide - ALM, testing & DevOps
Copilot Studio Agent Works in Test, Fails in Teams: Fix It
Copilot Studio agent works in the test canvas but breaks in Teams or with Dataverse? Check auth, app users, secrets, conditional access, DLP and user tokens.
Read the guide - Security & compliance
Dynamics 365 Compliance Rules With Eight Weeks to Audit
Compliance rule only on the Dynamics form, audit in eight weeks? Enforce it server-side with a plug-in, clean existing records, then build the evidence pack.
Read the guide - Power Apps & Automate
Refactor a Tangled Power Apps App Without a Rewrite
Changing one Power Apps form breaks three screens? Refactor incrementally: regression harness, named formulas, one data layer, feature flags and concurrency.
Read the guide - ALM, testing & DevOps
Migrating Power Automate Flows Between Tenants Without Breaking Connections
Moving hundreds of Power Automate flows to a new tenant? Connections never travel. Inventory, batch into solutions, pre-create connections, map on import, test.
Read the guide - ALM, testing & DevOps
Dynamics 365 Plug-in Logging and Diagnostics in Production
Plug-ins failing in customer Dynamics 365 tenants you cannot debug? Trace by correlation ID, know trace log limits, use Application Insights and triage fast.
Read the guide - Sales & Customer Service
Automating Event Registration and Lead Capture Into Dynamics 365
Event registrations stuck in forms and spreadsheets? Build one intake, stage every submission, match contacts, quarantine bad data and review an error queue.
Read the guide - Sales & Customer Service
Dynamics 365 Lead Assignment by Territory and Workload
Dynamics 365 leads going to the wrong region or overloaded reps? Use a territory lookup, a region mapping table, regional queues and load-based assignment.
Read the guide - Sales & Customer Service
Branded PDF Quotes From Dynamics 365 Without Another Product
Branded PDF quotes from Dynamics 365: which Word template and Power Automate steps are premium, the no-flow route, repeating quote lines, totals and emailing.
Read the guide - PCF controls
Retrofitting Accessibility Into Existing PCF Controls
Accessibility audit on custom PCF controls? Triage by users and journeys, fix keyboard, focus, names, announcements and contrast, then evidence it honestly.
Read the guide - Field Service
Field Service Technician Utilisation and First-Time Fix Reporting
Define utilisation and first-time fix before building: the denominator, the repeat-visit window, parts-on-order exclusions and the Field Service tables to use.
Read the guide - Power Pages
Power Pages Portal Slow? Measure, Then Fix Liquid, Lists and Scripts
Power Pages portal slow and customers complaining? Measure server and browser time first, then cut Liquid queries, page lists on the server and slim web files.
Read the guide - Field Service
Field Service Job Costing: Time, Parts and Contract Type Setup
Job costing in Dynamics 365 Field Service: cost and price on work order lines, three contract types, a safe rollup or flow, finance reconciliation and controls.
Read the guide - Sales & Customer Service
Required Field by Sales Stage in Dynamics 365 Without Code
Make a field required only at a certain opportunity stage in Dynamics 365: required BPF data steps, where business rules fail, setRequiredLevel and API rules.
Read the guide - Power Pages
Custom JavaScript and Liquid in Power Pages That Survives Edits
Power Pages custom JavaScript vanishing after a refresh or studio edit? Where code belongs, one shared web file bundle, readable Liquid and secure form submits.
Read the guide - PCF controls
Making PCF Controls Work on Phones and Small Screens
PCF control broken on a phone in Dynamics 365? Track container resize, lay out against allocatedWidth, drop fixed widths, fix touch and scroll, test on devices.
Read the guide - PCF controls
Localising PCF Controls and Dynamics 365 for a Multi-Country Rollout
Localise a PCF control for many languages: resx files in the manifest, user language from context, plurals, locale formatting, RTL and a translation workflow.
Read the guide - Dataverse & data
Dataverse Many-to-Many With Extra Fields That Feels Native
A native Dataverse N:N cannot hold extra fields. Build a junction table users accept: editable subgrids, quick create, multi-select add, alternate keys and PCF.
Read the guide - Dataverse & data
Dataverse Business Rules That Do Not Fire in Canvas Apps
Dataverse business rules not stopping bad data from canvas apps? See which scopes run where, enforce rules server side, mirror in Power Fx and fix old rows.
Read the guide - ALM, testing & DevOps
Unit Testing Dynamics 365 Plugins When the Test Suite Is Broken
Broken Dynamics 365 plugin tests and a release due? FakeXrmEasy versions and licensing, testable logic behind interfaces, hand-rolled fakes and refactor order.
Read the guide - Dataverse & data
Reparented Child Cases Double-Counting Revenue: The Ledger Fix
Reparenting a child case rewrites history in reports that read the parent lookup. Fix double counting with an append-only allocation ledger in Dataverse.
Read the guide - Field Service
Tracking Consignment Stock at Customer Sites in a Service Business
Track consignment and customer-owned stock at client sites in Dynamics 365 Field Service: site warehouses, immutable movements, work order use and counts.
Read the guide - Field Service
Managing Field Service Subcontractors Without Buying Every Licence
Manage subcontractor engineers in Dynamics 365 Field Service without a licence each: dispatcher proxy, shared devices, Power Pages or a custom portal.
Read the guide - Security & compliance
Giving External Auditors Read-Only Access to Dynamics 365 Data
Give external auditors read-only access to Dynamics 365 data: compare guest roles, export packs, Power Pages and Power BI on licensing, exposure and revocation.
Read the guide - Sales & Customer Service
Dynamics 365 Entitlements for Contract Hours Without Billing Disputes
Track contract hours with Dynamics 365 entitlements: one per customer per term, decrement rules, reopen and cancel behaviour, and rebuilding disputed months.
Read the guide - Field Service
Field Service Agreements That Generate the Right Work Orders
Fix Dynamics 365 Field Service agreements that miss or corrupt maintenance work orders: booking setups, generation windows, system jobs and paper plans.
Read the guide - Dataverse & data
Migrating Attachments and Notes Into Dataverse Without a Storage Bill Shock
Migrate attachments and notes into Dataverse without a storage bill shock: SharePoint or Blob with pointer records, retention, legal hold and reconciliation.
Read the guide - PCF controls
Building a Reusable Dataset PCF Control Instead of Grid Scripts
Grid scripts breaking sorting and paging in Dynamics 365? Replace them with one JSON-configured dataset PCF control that honours paging, sorting and safe saves.
Read the guide - ALM, testing & DevOps
Deploying Power Pages Between Environments Without Losing Config
Power Pages config lost between environments? Site config is Dataverse data. Use pac pages upload, deployment profiles, Git for many sites and a verify step.
Read the guide - ALM, testing & DevOps
Automated Testing for Power Apps That Satisfies an Audit
Automated testing for Power Apps that survives change and an audit: assert Dataverse state, drive tests through APIs, reset seeded data, keep UI tests few.
Read the guide - Integration & reporting
Power BI Row-Level Security Over Dynamics Data Without Premium
Power BI row-level security over Dynamics 365 data on Pro licences: a UPN security table, USERPRINCIPALNAME() rules, manager hierarchy, testing and legal notes.
Read the guide - Sales & Customer Service
Dynamics 365 Multi-Currency and Exchange Rates for Audit
How Dynamics 365 stores currency amounts and exchange rates, why history is not restated, and a dated rate table and stamping design that survives an audit.
Read the guide - Security & compliance
Dataverse Web API Service Principal Auth: Fixing 403 Errors
Fix 403 errors when a service principal calls the Dataverse Web API: Entra app registration, application user, security roles, scope format and token checks.
Read the guide - Integration & reporting
Power BI Embedded in Dynamics 365 Not Working: Troubleshooting
Power BI report not loading inside Dynamics 365? Check the embed setting, viewer permissions and licence, guest cases and embed type, then diagnose in order.
Read the guide - Rescue & recovery
Salvage or Rebuild a Half-Finished Dynamics 365 Implementation
Half-finished Dynamics 365 implementation? Assess configuration, data model, data, custom code and real need to decide salvage or rebuild, with the signals.
Read the guide - Dataverse & data
Stop Users Overwriting Each Other in Business Apps
Why users overwrite each other in business apps, and the fix: row version checks, expiring locks, field-level saves and append-only rows in Dataverse or SQL.
Read the guide - Field Service
Field Service Mobile Only Shows the Last Visit: The Fix
Why the Dynamics 365 Field Service mobile app shows only the last visit for an asset, and how offline profiles, subgrids and retention rules hide full history.
Read the guide
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