Power Platform

📘 Calculated Column in Dataverse A Calculated Column allows Dataverse to automatically compute a value based on other columns. The calculation runs on the server and updates only after the record is saved . 🛠️ Steps to Create a Calculated Column Open your table and click Add Column . Enter the column name, data type, and scroll down to the Column Behavior section. 👉 Change the behavior from Simple to Calculated . Click Save . After saving, the Edit button becomes visible next to the column type. Click Edit  - a popup window opens where you configure the calculation. Inside the popup: Condition  - Optional (you can skip this). Action  - Add your formula here. ...

Column Security in Dataverse Column Security in Dataverse allows administrators to control who can view, update, or create data at a column level . It is useful when you want to protect sensitive information such as salary, email, bank details, and personal ID fields. 🔍 Why Use Column Security? Protects sensitive data from unauthorized users. Gives granular control - separate read, update, and create permissions. Works with all security roles, teams, and business units. Ensures compliance by restricting visibility to authorized users only. ⚙️ How It Works You enable security on a specific column inside a table. Then create a Column Security Profile . Add users or teams to the profile. Grant permissions like Read, Update, Create. ⚠️ Limitations of Column Security Must be enabled per-column manually (not global). Increases ad...

Dataverse Hierarchy Security - Manager & Position Clear steps, rules and a Position-hierarchy example-styled with Dataverse theme green. Manager Hierarchy - Setup & Notes When to use Use Manager Hierarchy when you want access to flow from a user to their manager(s) based on the Manager field in Azure AD / Entra ID. Important rule The subordinate must be in the same Business Unit or a child Business Unit of the manager. If not, you will see: This user is not a member of the manager's business organization. Quick checklist Table must be User or Team-owned . Record owner must be a User (not a Team). Manager must be assigned in Azure AD (Manager property). Step-by-step (Manager Hierarchy) Go to Settings > User Permissions > Hierarchy Security . Enable Manag...

1. Dataverse Table Ownership (Organization vs User/Team) Organization-Owned Table: Records do NOT have individual owners. Only None or Organization permission levels are allowed. Used for: Configuration tables, global reference data. User/Team-Owned Table: Records are owned by users OR teams. Allows scopes: None, User, Business Unit, Parent:Child BU, Organization . Used for: Operational data (Projects, Cases, Accounts). 2. Business Unit vs Team (They Are Not Same) Business Unit: Defines security boundary and data visibility. Every user belongs to exactly one BU. Cannot own records. Team: A group inside a Business Unit. Can own records (Owner Team). You can add/remove members. Roles assigned to Teams apply only to Team members. 3. Default Business Unit Team (Auto-created Team...

Dataverse Table Ownership & Security Permissions Clear explanation of ownership types and permission scopes (organization vs user/team) Overview In Microsoft Dataverse every table has exactly one ownership type . Ownership determines whether row-level security can be applied and which permission scopes are available in security roles. 1. Organization‑Owned Tables Records are owned by the organization , not by users or teams. Row-level scopes (User / BU / Parent:Child BU) are not available. Available permission scopes in security roles: None  - no user can perform the action Organization  - every user with the privilege can act on all records Typical use: global configuration, metadata, reference lists or settings where everyone can read or manage at org-level. 2. User or Team‑Owned Tables Each record has a...

D Dataverse Lookup Permission Matrix Many-to-One lookup: Child → Parent (example: Employee → Department) Quick summary To edit a lookup you must have matching Append / Append To plus appropriate Read/Write levels on the involved tables. Missing any required permission typically shows a 🔒 lock on the lookup. Parent Table -  Department (records you select) Permission Required Level Why Needed If Missing Read Organization Allows user to view/select parent records Lookup dropdown is blank Append To Organization Allows child record to attach to parent If it is not there while saving record it will show error like below Insufficient Permissions Calleruser(Id = 12) is missing prvAppendTosun_RelatedTable pri...

PAD Overall Goal You are automating a process to: Collect all Excel files ( .xlsx ) from a folder (including subfolders). Combine their data into one master table. Calculate total and average sales by region ( North, South, East, West ). Save everything in a new consolidated Excel file with two sheets: One sheet with all raw data Another sheet with summarized regional totals and averages Download the sample files from the below link Power-Automate-Desktop Samples Power Automate Desktop – Pseudo Code Explanation This Power Automate Desktop (PAD) pseudo code automates the process of consolidating Excel files and calculating total and average sales by region. Below is the plain English explanation of each step and why it’s performed: 1. Get all Excel files: The flow searches through the folder E:\Power Platform\PAD\Samples (including subfolders) to collect every Excel file with the extension .x...