D365 / Power Platform Implementation Wiki
20 curated entries on Dataverse, Customer Insights – Journeys, Power Pages, PCF, Copilot Studio, Power BI + Fabric, and more. Ask the Wiki anything — answers cited to the entries below.
The chat has broader coverage than the entries shown — it can also answer from a Tutorials library (Power BI, MCP servers, Skills for Fabric, Claude Code, Codex, Design tools, General / AIOS) and a reusable Prompts library.
Entries
- Aggregating record counts from related tablesDataverse rollup columns aggregate COUNT / SUM / MIN / MAX / AVG from a related 1:N child table with filters on the child row (and option...
- Checking user-owned Power Automate flows (offboarding audit)Dataverse `workflows` queries only return solution-aware flows (category eq 5). Personal / default-environment flows never appear.
- Installing the Configuration Migration Tool (CMT)The `Microsoft.CrmSdk.XrmTooling.ConfigurationMigration.Wpf` NuGet package is a standalone desktop app, not a library — `dotnet add packa...
- Pipx command not recognized in PowerShell (installing `pbi-cli`)The PyPI package is `pbi-cli-tool` (installs the `pbi` command), not `pbi-cli`. Documented install: `pipx install pbi-cli-tool`. Requires...
- Adding system dashboards to a model-driven appA new system dashboard is not auto-added to existing apps. Open the solution → app designer → Pages → + Add page → Dashboard → tick the d...
- Power Pages Web Application Firewall (WAF)Power Pages WAF is Azure Front Door WAF wrapped in the admin UI — managed rule sets (XSS, LRFI/RFI, protocol attacks) + a limited set of ...
- Copying tiles between journey locations (Customer Insights – Journeys)The real-time journey designer has no copy/paste, duplicate, or drag-to-reposition for individual tiles. Tiles only get created at a `+` ...
- Customer Voice: copying surveys across environmentsCustomer Voice projects do not move through Dataverse solutions — they are copied from inside the Customer Voice app itself.
- D365 Customer Voice licensing + enabling internal usersCustomer Voice licensing is both per-user (survey designers/editors need a license) and tenant-pooled (response capacity is counted acros...
- Power Pages Web API: creating records with `fetch()`Record creation via Power Pages Web API uses `POST /_api/{entitysetname}` with a JSON body. Required header: `__RequestVerificationToken`...
- Setting default values for date fields on Power PagesThree routes, in "least code first" order: (1) Basic Form Metadata → Prepopulate Field (no-code, built-in). (2) Custom JavaScript (for re...
- Compiling and deploying PCF controls after TSX editsLocal build / test cycle: `npm install` (first time or new packages) → `npm run build` (TSX → `out/controls/.../bundle.js`) → `npm start ...
- Alternate keys in Dataverse (incl. composite keys for data imports)Alternate keys are defined at the table level, not on columns — a key record references one or more columns. Max 5 keys per table, up to ...
- Copilot Studio vs Microsoft 365 Copilot — licensing + creditsM365 Copilot is the finished product (you license, users use). Copilot Studio is the maker/builder tool for custom agents (standalone or ...
- Filtering a lookup field by a choice field value (model-driven forms)The no-code "Filter by related records" option in the form designer works lookup-to-lookup only — not choice-to-lookup.
- Monitoring Power Pages traffic + detecting attacks + data-exfiltration coverageWAF/traffic logs only see HTTP shape. Data exfiltration through APIs looks like perfectly well-formed authenticated traffic — need a diff...
- Power BI design + Microsoft Fabric + Dataverse-Fabric-Link patternsWhere 80% of Power BI problems originate: the data model. Star schema always; kill bidirectional relationships; mark your date table + di...
- Customer Insights – Journeys: Asset Library + Exit Conditions + Child-table TriggersThe Asset Library has no folder structure — three organizing mechanisms, none hierarchical: Tags (manual + AI auto-tagging) · Type tabs (...
- UTM tracking in Customer Insights – Journeys + Static CSV segment uploadsUTM parameters (`utm_source`, `utm_medium`, `utm_campaign`, `utm_content`, `utm_term`) are a Google Analytics convention, not a Microsoft...
- Investigating anonymous Power Pages exposure — forensic + remediation playbookThe uncomfortable headline: Power Pages keeps no request-level access logs by default, and the main logging mechanism (Application Insigh...
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