Setting Up Data Retention Policies: A Conversation with Max and Zoe

Max: Hey Zoe, I'm trying to figure out how to set up a data retention policy in Microsoft Dataverse. Can you walk me through the critical steps and things to watch out for? Zoe: Absolutely, Max. Let's start with the prerequisites. Before you set up a data retention policy, you need to enable the table … Continue reading Setting Up Data Retention Policies: A Conversation with Max and Zoe

Decoding Data Retention: A Conversation Between Max and Zoe

Max: Hey Zoe, I'm trying to get a handle on what data retention actually is. Can you explain it in simple terms? Zoe: Sure, Max! Data retention is basically the policies and practices that an organization uses to manage its electronic data. It determines how long different types of data should be kept based on … Continue reading Decoding Data Retention: A Conversation Between Max and Zoe

Exploring the Underutilized Power of Tabbed Sections in Dynamics

Within the landscape of Dynamics customization, the Tabbed Section stands out as a potent yet frequently overlooked feature. This tool offers a novel method for enhancing user interfaces, yet many may not be aware of its existence. What is a Tabbed Section? A Tabbed Section is a single-column section tailored to enhance your Dynamics forms. … Continue reading Exploring the Underutilized Power of Tabbed Sections in Dynamics

Introducing Version Control for Solution Cloud Flows

Max: Hey Zoe, have you checked out the new versioning feature for solution cloud flows? Zoe: No, I haven't. What does it do? Max: It's a game-changer. Previously, we didn’t have versioning for cloud flows, so if you needed to revert to a previous version after making changes or encountering errors, you were out of … Continue reading Introducing Version Control for Solution Cloud Flows

Enhancing Model-Driven Power Apps with Custom Pages

Custom pages in Power Apps blend the flexibility of canvas apps with the structured approach of model-driven development, elevating the app creation process. These pages enable the integration of multiple tables, facilitate defining interactions, and empower users with low-code tools to craft versatile pages, dialogs, or panes. Each custom page represents a distinct element within … Continue reading Enhancing Model-Driven Power Apps with Custom Pages

Flowing Conversations: Mastering Change Sets

Max: Hey Zoe, have you heard about the feature in Powerautomate that allows us to perform change set requests using flows? Zoe: No, I haven't. What's that all about? Max: Well, change sets are a way to bundle several operations together, so they either all succeed or all fail as a group. It's like putting … Continue reading Flowing Conversations: Mastering Change Sets

Chatting Up Automation: Crafting Workflows with Words

Max: The robots are stealing our bread and butter! Zoe: Easy there, buddy, they're not raiding the fridge just yet. Max: For real? Ever dabbled with "Describe it to design it"? Zoe: What's the big whoop with that? Max: Buckle up and check this out, pal. Using Power Automate to automate your tasks can be … Continue reading Chatting Up Automation: Crafting Workflows with Words

Tracking Record Origins – Manual Creation vs. Import Jobs

Are you curious about whether a record in Dynamics 365 was created through a regular process or imported from an external source like an Excel or CSV file? Understanding the origin of your data can be crucial, especially when it comes to managing large datasets. Dynamics 365 offers a handy feature for importing data from … Continue reading Tracking Record Origins – Manual Creation vs. Import Jobs

Access to Flow Run Data in Dataverse Using Advanced Find

Dataverse now offers the ability to manage cloud flow run, allowing you to utilize its scalable extensibility for tracking your cloud flow executions. It's important to note that only those cloud flows integrated with Dataverse solution flows will have their run metadata stored in Dataverse. This functionality is highlighted by the fact that each cloud … Continue reading Access to Flow Run Data in Dataverse Using Advanced Find

How to Recover Deleted Flows Using Power Automate Management Connector

Reviving deleted flows in Power Automate, whether they are non-solution or solution flows, is achievable within 21 days of their deletion. For those unfamiliar, a non-solution flow is one not created within a solution framework. If you're an admin, you can easily accomplish this with the help of the Power Automate management connector. This process … Continue reading How to Recover Deleted Flows Using Power Automate Management Connector