The Library · Insights
Deep dives across data, automation & AI
108 in-depth articles — from Excel foundations to production machine learning. Filter by topic or difficulty to find exactly what you need.
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
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
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
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
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
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
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
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
Power AppsPractitioner
Configuring Dataverse Calculated Columns and Multi-Table Rollup Columns in Model-Driven Apps
Learn how to configure Dataverse calculated columns and rollup columns to aggregate related record data for forms, views, and business logic. Build an Account Health scoring system using real rollup and formula patterns with no code.
24 min read
Power AppsFoundation
Configuring Dataverse Table Permissions in Model-Driven Apps: Mapping Security Roles to Tables, Privileges, and Access Levels for New Makers
Misconfigured table permissions are the most common way model-driven apps go wrong after launch. This lesson teaches new makers how Dataverse security roles, privilege types, and access levels work together — with real-world examples, step-by-step role configuration, and a hands-on exercise to test your understanding.
19 min read
Power AppsFoundation
Configuring Model-Driven App Dashboards: Building Interactive Charts, Lists, and System Dashboards for Dataverse Data
Model-driven app dashboards give your users live, interactive summaries of Dataverse data without spreadsheets or manual reports. This lesson teaches you how to build charts, assemble system dashboards, and set them as the default app experience — step by step with a real scenario.
18 min read
Power AppsExpert
Designing Dataverse Hierarchical Relationships and Rollup Security: Modeling Parent-Child Table Hierarchies, Hierarchical Security Roles, and Visualizing Tree Structures in Model-Driven Apps
Learn how to build self-referential parent-child hierarchies in Dataverse, configure hierarchical security so managers automatically inherit access to subordinates' records, set up multi-level rollup aggregation, and display interactive tree visualizations in model-driven apps. This expert-level lesson covers the architecture, edge cases, and performance trade-offs you need to get it right.
32 min read