·9 min read
Dataverse Security Roles: A Practical Guide to Getting Them Right
How Dataverse security roles actually work, common mistakes that leave data exposed, and the layered model you should be using in 2026.
🏢
Dynamics 365
Guides and insights for Dynamics 365 Finance & Operations, Sales, Customer Service, and Copilot.
6 articles
·9 min read
Autonomous AI Agents in D365 Sales and Customer Service: What You Actually Need to Know
A practical breakdown of the Sales Qualification Agent, Case Management Agent, and the governance framework you need before deploying them.
·8 min read
The New Accounting Rules Engine in D365 Finance: Stop Wasting 30 Hours a Month on Period Close
How the Accounting Rules Engine, multi-entity journals, flexible hierarchies, and Copilot in D365 Finance 10.0.46+ transform period close for multi-company environments.
·3 min read
What's New in Dynamics 365 and Power Platform — 2026 Release Wave 1
The standout features from Microsoft's 2026 Release Wave 1 for Dynamics 365 and Power Platform, and what they mean for your projects.
·2 min read
Detecting Create vs Update Triggers in Dataverse Power Automate Flows
How to distinguish between create and update operations in Dataverse-triggered flows and implement conditional logic accordingly.
·3 min read
Dataverse Solution Components: A 2026 Quick Reference
A practical reference for solution component types, their IDs, and how to work with solution XML in Dynamics 365 and Power Platform.