Dataverse guides
Microsoft's relational database service behind the Power Platform and Dynamics 365. See the glossary entry →
18 guides touch on dataverse.
- AI Builder document processing
How AI Builder extracts structured data from PDFs and images at scale, and where it fits with newer Copilot patterns.
- Copilot Studio agent design patterns
Patterns and best practices for building effective Copilot Studio agents — grounding, topics, actions, and rollout.
- Copilot Studio explained
Copilot Studio is Microsoft's low-code platform for building custom Copilots and agents. Here's what it does and where it fits.
- Dataverse explained
Dataverse is Microsoft's relational database for the Power Platform. Here's what it does and when you actually need it.
- Integrating Microsoft 365 with Dynamics 365
How Microsoft 365 and Dynamics 365 work together — shared identity, Teams integration, common Power Platform, Copilot.
- Microsoft Lists templates and patterns
Practical patterns for using Microsoft Lists — templates, column formatting, integrations, and where Lists fits best.
- Microsoft Planner premium vs Project for the web
How Project for the web became premium Planner: what a premium plan adds, Planner and Project Plan 1/3/5 licensing, and where Project Online still fits.
- Microsoft Viva Goals and OKRs after retirement
Viva Goals is retired: what it did, what happened to the data, and how to run OKRs in Microsoft 365 now with Planner, Loop, Viva Engage, and Power Platform.
- Power Apps — canvas vs model-driven
The two main Power Apps types — what each is good at, and how to pick.
- Power Automate cloud flows — a deep dive
The architecture, triggers, actions, and patterns of cloud flows — and the licensing rules that catch many users out.
- Power Fx primer
A practical introduction to Power Fx, the formula language used across Power Apps and the Power Platform.
- Power Platform DLP policies
How Power Platform DLP policies govern which connectors apps and flows can combine — for data protection at the platform layer.
- Power Platform environments and governance
Environments are the unit of isolation in Power Platform. Designing them well prevents most governance problems.
- Power Platform licensing explained
The Power Platform licensing model — what's free, what's premium, and how to plan for it.
- Power Query primer
Power Query is the data import and transformation engine inside Excel and Power BI. Here's the model.
- SharePoint large list handling
How to work with SharePoint lists that exceed the default 5,000-item threshold — indexing, views, and architecture.
- SharePoint Lists vs Microsoft Lists
SharePoint lists, Microsoft Lists, Dataverse, Excel — picking the right place for structured data.
- What is Power Apps?
What Power Apps is: each app type and what it's for, where Dataverse fits, what's really included with Microsoft 365, and when not to use it.