Subgrids Done Right
Subgrids show related records directly on a form. Here's how to add them, choose the right relationship, filter the records, enable inline editing, and set up a New button that pre-fills the parent lookup.
· 7 min read
All topics
Dynamics 365
11 articles
Field Visibility with Business Rules
Business rules are the fastest way to control field visibility and editability on model-driven forms without writing code. Here's how to set them up and avoid the common traps.
· 7 min read
D365 Data Migration: What the Docs Skip
After 50+ implementations, here's what actually works for migrating data into Dataverse — the tools, the phases, the gotchas with lookups and deduplication, and the mistakes I still see teams make.
· 13 min read
JavaScript in Model-Driven Apps: Patterns That Actually Matter
A senior D365 developer's guide to JavaScript in model-driven apps — form events, Xrm.WebApi, field manipulation, async OnSave, debugging, and the patterns you'll actually use in production.
· 14 min read
Writing Dataverse Plugins in C#: What the SDK Docs Leave Out
When Power Automate isn't fast enough and business rules aren't powerful enough, you write a plugin. Here's how to build, debug, and deploy server-side logic in Dataverse — with real code and real opinions.
· 14 min read
Dynamics 365 Solution Design: Stop Putting Everything in One Solution
How you structure your Dynamics 365 solutions determines how painful your deployments will be. Here's a layered approach that actually scales.
· 9 min read
5 Plugin Errors You'll Hit in Dataverse (and What's Actually Wrong)
Exact error messages, root causes, and fixes for the five Dataverse plugin errors you will hit sooner or later. Save yourself the 2am debugging session.
· 7 min read
Adding Custom Buttons to the Command Bar in Model-Driven Apps
Step-by-step guide to adding a custom command bar button to a Dataverse table in a model-driven app — using the modern Command Designer, no XML editing required.
· 9 min read
The Dataverse Security Model Explained Without the Microsoft Jargon
Business units, security roles, teams, field-level security, and record sharing — how they interact, where the sharp edges are, and how to design a security model that doesn't break your users.
· 13 min read
Dataverse Auditing: How to Enable It, Query It, and Stop It From Eating Your Storage
A practical guide to Dataverse auditing: enabling it at every level, querying audit logs, managing retention policies, and keeping storage under control.
· 6 min read
Filtering Lookups That Actually Work
A practical guide to filtering lookup fields in model-driven apps using addPreSearch, addCustomFilter, and the no-code Related Records Filtering option.
· 6 min read