Dataverse

A field technician I shadowed on a project once put it perfectly: “The app works great in the parking lot and dies in the basement — and all my work is in the basement.”…

Every sales organization forecasts. The only question is whether the forecast lives in the system where the deals live, or in a spreadsheet that was accurate the moment it was exported…

Two buttons sit quietly on every record in Dynamics 365, and between them they answer the question that security roles alone cannot…

For most of Dynamics 365\u2019s life, “show me the pipeline” meant a grid — honest, sortable, and about as inspiring as a tax form…

Somewhere between “someone filled in the contact form” and “we closed the deal” sits the most misunderstood object in Dynamics 365 Sales: the lead…

The CFO asked why the company’s biggest customer appeared three times in the quarterly review, with three different revenue numbers…

Ask a sales team where their prices live and you will usually hear “in the quote template” — which is a polite way of saying “in whatever the rep remembered to type”…

The app worked perfectly in the demo and lied in production — my favourite genre of Power Apps bug…

Every few months someone asks me to help “get rid of” a batch of records — old contacts, dead accounts, products nobody sells anymore…

You are on a call, mid-way through updating a case, and the caller mentions a new person on their side — “loop in Avery from billing”…