Here's a scenario that plays out on almost every Power Platform project. You have three approval workflows: one for project proposals, one for leave requests, one for expense submissions. Each one needs to look up the list of approvers from a SharePoint group. So you build that lookup logic into the first flow, then copy … Continue reading Stop Copying Logic Across Flows. Use Child Flows
Power Automate gives every action a default name the moment you drop it onto the canvas. "Apply to each", "Condition", "Send an email (V2)". Then you move on, wire up the logic, and ship the flow. Six months later, someone maybe you, maybe a colleague opens it for the first time. They see twelve nested … Continue reading Stop Naming Your Flow Actions “Scope” and “Apply to Each”
If you’ve worked with older Dynamics 365 or CRM SDK codebases, you’ve probably seen this: AuthType=Office365 Or worse silent authentication failures after Microsoft tightened security policies. This post explains: Why legacy authentication was deprecated What breaks in old solutions How to migrate safely How to modernize your tooling If you're maintaining older code, this post … Continue reading Connecting to Dataverse: Migrating from Office365 / WS-Trust to Modern OAuth
In the previous post, we covered multi-tenant Server-to-Server (S2S) authentication the pattern for backend SaaS platforms. Now we switch to the opposite extreme: A browser-only app (React / Angular / Vue) that calls Dataverse directly. No backend proxy.No middleware.Just JavaScript, OAuth tokens, and the Dataverse Web API. This is the SPA + CORS pattern. When … Continue reading Connecting to Dataverse from a Single Page App (SPA) using MSAL + CORS
In the previous post, we implemented Server-to-Server authentication for a single tenant. That works perfectly when: You own the tenant. The app runs internally. It serves one organization. But what if: You are building a commercial product? Multiple customers must connect their own Dataverse environments? You’re publishing to AppSource? Your app needs to scale across … Continue reading Connecting to Dataverse: Multi-Tenant Server-to-Server (SaaS / ISV Architecture)
In the previous post, we mapped the authentication landscape. Now we move from architecture to implementation. This post shows you how to connect to Dataverse using modern .NET patterns with the recommended client: Microsoft.PowerPlatform.Dataverse.Client.ServiceClient If you're building: Console apps Migration utilities Admin tools DevOps automation Internal utilities XrmToolBox-style plugins This is your starting point. Why … Continue reading Connecting to Dataverse: Modern .NET Authentication with ServiceClient
So far in this series, we’ve explored how to initiate and automate bulk deletions in Dataverse, and how to protect critical records through retention. But how do you know your deletion job actually worked? In Part 4, we break down the tools and methods to track, monitor, and troubleshoot Bulk Delete operations. 1. Meet the … Continue reading Mastering Dataverse Bulk Delete – Track, Audit, and Debug Your Bulk Deletion Jobs
We have covered the what and how of bulk deletion in Dataverse. But not all data is disposable. In Part 3 of this series, we’ll explore when not to delete, how to manage retained records, and strategies for compliance-friendly cleanup that balances performance with governance. Understanding Retained Data For example: In healthcare, patient records must … Continue reading Mastering Dataverse Bulk Delete -Long-Term Retained Data and When Not to Delete
In Part 1 of this series, we explored the fundamentals of using the Bulk Delete feature in Dataverse to purge stale records at scale. In this part, we focus on how to schedule, automate, and monitor these jobs for ongoing success. Scheduling Bulk Delete Jobs Dataverse lets you schedule bulk delete jobs using the UI … Continue reading Mastering Dataverse Bulk Delete – Automating and Monitoring Your Cleanup Jobs
As enterprise applications grow, so does the data they collect. Test records, outdated leads, or inactive cases can clutter your system, slow performance, and inflate storage costs. Microsoft Dataverse offers a powerful yet underutilized feature to address this: Bulk Delete. In this first part of our Bulk Delete series, we explore how to use this … Continue reading Mastering Dataverse Bulk Delete – Simplifying Data Cleanup
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