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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.

Solutions for Model-Driven Apps: Publishers, Managed vs Unmanaged, and Solution Layering
Power AppsExpert

Solutions for Model-Driven Apps: Publishers, Managed vs Unmanaged, and Solution Layering

Master the Dataverse solution framework from the ground up — publishers, prefixes, managed vs unmanaged deployment, and the layering algorithm that explains almost every mysterious behavior in multi-environment Power Platform projects. This is the architectural knowledge that separates professional delivery from accidental success.

31 min read
Auditing and Change Tracking in Dataverse for Compliance
Power AppsExpert

Auditing and Change Tracking in Dataverse for Compliance

Learn how to design and implement a complete Dataverse audit strategy that satisfies GDPR, SOX, and HIPAA requirements. This expert lesson covers the three-layer audit architecture, Web API queries, real-time alerting, storage management, and the common gaps that leave organizations exposed during audits.

31 min read
Importing and Migrating Data into Dataverse: Excel Import, Dataflows, and Upserts
Power AppsExpert

Importing and Migrating Data into Dataverse: Excel Import, Dataflows, and Upserts

Learn how to load data into Dataverse using Excel import, Power Query dataflows, and upsert logic with alternate keys. This deep-dive lesson covers realistic transformation scenarios, lookup resolution, sequencing for relational data, and troubleshooting the failures that actually happen in production.

31 min read
Dataverse Alternate Keys, Duplicate Detection, and Data Quality
Power AppsExpert

Dataverse Alternate Keys, Duplicate Detection, and Data Quality

Duplicate records don't happen by accident — they happen when your data model doesn't have structural guardrails. Learn how to use Dataverse alternate keys and duplicate detection rules to enforce data quality at the database level, not just the UI layer.

30 min read
Adding Custom Pages to Model-Driven Apps: Canvas Power in a Model-Driven Shell
Power AppsExpert

Adding Custom Pages to Model-Driven Apps: Canvas Power in a Model-Driven Shell

Custom Pages let you embed fully expressive canvas app experiences inside model-driven apps — dashboards, bulk editors, and operational hubs that standard forms and views simply can't deliver. This lesson covers the architecture, authoring, context-passing, security, and performance patterns you need to build Custom Pages that work in production.

31 min read
Customizing the Model-Driven Command Bar with Power Fx
Power AppsPractitioner

Customizing the Model-Driven Command Bar with Power Fx

Stop making users leave the record to trigger their most-needed actions. Learn how to add custom buttons, write dynamic visibility rules, and call Power Automate flows directly from the model-driven app command bar using Power Fx — no JavaScript required.

21 min read
Formula Columns and Rollup Columns in Dataverse: Calculated Data Without Code
Power AppsPractitioner

Formula Columns and Rollup Columns in Dataverse: Calculated Data Without Code

Learn how to embed business logic directly into your Dataverse data model using formula columns and rollup columns. Build margin calculations, pipeline aggregates, and deal status signals — no code, no flows required.

22 min read
Column-Level Security and Record Sharing in Dataverse
Power AppsPractitioner

Column-Level Security and Record Sharing in Dataverse

Table-level security controls who can access records, but real production environments often need finer control — down to individual columns and specific records. This lesson teaches you how to implement Field Security Profiles, configure column-level access, and use record sharing to grant targeted exceptions without restructuring your entire security model.

25 min read
Dataverse Security: Business Units, Security Roles, and Teams
Power AppsPractitioner

Dataverse Security: Business Units, Security Roles, and Teams

Learn how to architect a production-grade Dataverse security model using business units, custom security roles, owner teams, access teams, and AAD-linked teams. This complete lesson covers real-world design patterns, privilege configuration, and troubleshooting for multi-team organizations.

24 min read
Business Process Flows: Guiding Users Through Multi-Stage Processes in Power Apps
Power AppsPractitioner

Business Process Flows: Guiding Users Through Multi-Stage Processes in Power Apps

Business Process Flows (BPFs) transform inconsistent, documentation-dependent workflows into structured, in-form guidance that enforces data quality at every stage. Learn how to design, build, and deploy BPFs that actually guide users — including branching logic, stage-gating, and security configuration.

20 min read
Business Rules in Dataverse: Validation and Field Logic Without Code
Power AppsFoundation

Business Rules in Dataverse: Validation and Field Logic Without Code

Business Rules in Dataverse let you enforce data quality and control form behavior without writing a single line of code—but scope, condition logic, and action types have sharp edges that trip up even experienced makers. This lesson goes deep on every mechanism so you can build rules that actually work in production.

31 min read
Creating and Customizing Views in Model-Driven Apps: Filters, Sorting, and Editable Grids
Power AppsFoundation

Creating and Customizing Views in Model-Driven Apps: Filters, Sorting, and Editable Grids

Views are the primary lens users interact with in model-driven apps — and most of them are badly designed. Learn how to build purpose-built views with multi-condition filters, strategic sort orders, FetchXML for complex queries, and editable grids for inline record editing.

26 min read
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