Formula columns are one of the best innovations in Dataverse. They user Power Fx, they are easier to build than the old classic column designer and for many scenarios, they work exactly how
Formula columns have been available in Dataverse for a few years now, and Microsoft has made it clear that they are the preferred option going forward. But does that mean calculated columns are
In Dynamics 365 Customer Service, many organizations dictate that every case should become a knowledge article. The thinking is usually well-intentioned: customer service representatives should
Every year, Microsoft publishes two long lists of new, updated and planned features in Dynamics 365 and the Power Platform. As a system administrator, this can sometimes feel overwhelming to review.
The 2026 release wave 1 update for Customer Insights – Data provides makers with a direct way to connect agents to Customer Insights – Data. To be clear, this update is not a new feature,
Let’s look back at an oldie but a goodie in Dynamics 365 CE/CRM: Business Process Flows! These are designed to standardize how records move through a defined process. Popular use cases include
In Dataverse, a Customer column is a special type of lookup. Unlike a standard lookup, it can reference either an Account or a Contact. That flexibility is useful, but it can also create problems in
If you are working with a custom Lead or Contact form, you may have noticed that your marketing interactions in Customer Insights-Journeys do not display in the timeline. Good news – it’s
A classic feature worth revisiting, today’s focus is Word Templates in Dynamics 365 CE/CRM. This tool remains a powerful option available for any table in Dynamics 365, with several out-of-the-box
Welcome to Power Automate! This article focuses on differentiating the three types of Power Automate cloud flows: scheduled, instant and automated. Core Terminology Before building flows, it helps to