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Intelligence · Automation · Advantage

The Library · Insights

Deep dives across data, automation & AI

88 in-depth articles — from Excel foundations to production machine learning. Filter by topic or difficulty to find exactly what you need.

Configuring Dataverse Managed Properties and Solution Component Locking: Controlling Customizability, Preventing Downstream Modifications, and Enforcing ISV-Grade Solution Boundaries in Model-Driven Apps
Power AppsExpert

Configuring Dataverse Managed Properties and Solution Component Locking: Controlling Customizability, Preventing Downstream Modifications, and Enforcing ISV-Grade Solution Boundaries in Model-Driven Apps

Managed properties are Dataverse's mechanism for declaring exactly what downstream consumers can modify after your managed solution is installed — and most ISVs configure them wrong. This expert-level lesson covers the full component taxonomy, XML-level configuration, solution layering interactions, and a practical boundary strategy for building platform-grade solutions.

28 min read
Configuring Dataverse Table Capacity and Storage Partitioning: Managing Large-Table Performance, Elastic Tables, and Time-Series Data Strategies in Model-Driven Apps
Power AppsExpert

Configuring Dataverse Table Capacity and Storage Partitioning: Managing Large-Table Performance, Elastic Tables, and Time-Series Data Strategies in Model-Driven Apps

When your Dataverse tables grow to tens of millions of rows, standard optimization tricks stop working. This lesson teaches you the architectural decisions — elastic tables, partition key strategies, TTL, and time-series patterns — that determine whether your model-driven app scales or buckles under production load.

31 min read
Configuring Dataverse Environment Variables in Model-Driven App Solutions: Managing Connection References, Default Values, and Deployment-Time Overrides Across Environments
Power AppsPractitioner

Configuring Dataverse Environment Variables in Model-Driven App Solutions: Managing Connection References, Default Values, and Deployment-Time Overrides Across Environments

Environment variables are the key to building Power Platform solutions that deploy cleanly across dev, UAT, and production without manual edits. This deep-dive lesson covers the full lifecycle: creating typed variables, managing the default/current value split, binding connection references, and injecting overrides at deployment time using Power Platform CLI and deployment settings files.

23 min read
Configuring Dataverse Connection Roles and Relationship Categories: Modeling Party-to-Party Associations Between Records in Model-Driven Apps
Power AppsPractitioner

Configuring Dataverse Connection Roles and Relationship Categories: Modeling Party-to-Party Associations Between Records in Model-Driven Apps

Standard lookups can't capture the full complexity of who plays what role in a relationship — a contact might be a sponsor on one project and a stakeholder on another. This lesson teaches you how to design, configure, and deploy Dataverse connection roles for real-world professional scenarios, including reciprocal pairs, table restrictions, form surfaces, and security.

24 min read
Configuring Dataverse Auto-Numbering Columns and Sequence Patterns in Model-Driven Apps
Power AppsPractitioner

Configuring Dataverse Auto-Numbering Columns and Sequence Patterns in Model-Driven Apps

Learn how to design and configure Dataverse auto-numbering columns that generate reliable, auditable record identifiers for procurement, compliance, and business process workflows. Covers format string patterns, seed management, API configuration, and production deployment strategies.

22 min read
Configuring Dataverse Table Queues and Routing Rules in Model-Driven Apps: Managing Work Assignment, Queue Item Lifecycles, and Team-Based Record Distribution
Power AppsPractitioner

Configuring Dataverse Table Queues and Routing Rules in Model-Driven Apps: Managing Work Assignment, Queue Item Lifecycles, and Team-Based Record Distribution

Learn how to configure Dataverse queues and routing rules to build a structured work assignment system in model-driven apps. This lesson covers queue item lifecycles, team-based distribution patterns, and automatic case routing from scratch.

24 min read
Configuring Dataverse Search: Enabling Relevance Search, Configuring Searchable Tables and Columns, and Tuning Quick Find for Model-Driven Apps
Power AppsPractitioner

Configuring Dataverse Search: Enabling Relevance Search, Configuring Searchable Tables and Columns, and Tuning Quick Find for Model-Driven Apps

Most Dataverse Search problems aren't data problems — they're configuration problems. This lesson teaches you exactly how to enable Dataverse Search, control which tables and columns are indexed, and tune Quick Find views so users actually find what they're looking for.

24 min read
Configuring Model-Driven App Quick Forms and Card Forms: Displaying Related Record Summaries in Lookups and Subgrids
Power AppsFoundation

Configuring Model-Driven App Quick Forms and Card Forms: Displaying Related Record Summaries in Lookups and Subgrids

Learn how to build Quick Forms and Card Forms in Power Apps model-driven apps so users see rich, contextual summaries of related records directly inside lookup flyouts and subgrids — no navigation required. This hands-on lesson covers creating, configuring, and troubleshooting both form types from scratch.

17 min read
Configuring Dataverse Plug-in Steps and Business Event Handlers: Triggering Server-Side Logic on Table Operations
Power AppsExpert

Configuring Dataverse Plug-in Steps and Business Event Handlers: Triggering Server-Side Logic on Table Operations

Learn how the Dataverse event pipeline really works — stages, modes, images, and filtering — and how to configure plug-in steps and business event handlers without writing code. Build systems with genuine transactional integrity and event-driven automation.

31 min read
Configuring Dataverse Auditing and Field-Level Change History in Model-Driven Apps
Power AppsExpert

Configuring Dataverse Auditing and Field-Level Change History in Model-Driven Apps

Learn how to configure Dataverse audit logging at the organization, table, and column level — then surface that change history directly on model-driven app forms. This expert-level lesson covers storage architecture, security role configuration, API querying, and compliance patterns.

29 min read
Configuring Dataverse Table Event Plugins and Real-Time Workflows in Model-Driven Apps: Enforcing Complex Business Logic at the Data Layer Without Custom Code
Power AppsExpert

Configuring Dataverse Table Event Plugins and Real-Time Workflows in Model-Driven Apps: Enforcing Complex Business Logic at the Data Layer Without Custom Code

Real-time workflows in Dataverse enforce business rules at the pipeline level — blocking invalid operations regardless of whether they come from a form, an API call, or a bulk import. This lesson teaches you to design, configure, and troubleshoot synchronous workflows that genuinely enforce complex multi-condition logic without writing a single line of code.

29 min read
Configuring Dataverse Many-to-Many Relationships with Intersect Tables in Model-Driven Apps: Custom Junction Table Attributes, Filtered Subgrids, and Advanced Relationship Behaviors
Power AppsExpert

Configuring Dataverse Many-to-Many Relationships with Intersect Tables in Model-Driven Apps: Custom Junction Table Attributes, Filtered Subgrids, and Advanced Relationship Behaviors

Native Dataverse M:N relationships fall short the moment your junction needs to carry data, enforce business rules, or support granular security. This expert-level lesson teaches you to design custom intersect tables from scratch — with columns, cascade behaviors, filtered subgrids, and validation logic that the platform's auto-generated junction table simply can't provide.

31 min read
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