Product knowledge, kept current — a consultant’s reference library, the release roadmap behind it, and the news on each topic.
Consultant-focused KB for Microsoft Dynamics 365 Contact Center: implementation notes, gotchas, and configuration decisions beyond the official docs — across voice and digital channels, routing, agent and supervisor experience, Copilot & AI, workforce engagement, analytics, administration and security.
Consultant-focused KB for Microsoft Dynamics 365 Customer Insights – Data: implementation notes, gotchas, and configuration decisions beyond the official docs — across data unification, customer profiles, segments, measures and insights, predictions and AI, Dataverse integration, Copilot, and administration.
Consultant-focused KB for Microsoft Dynamics 365 Customer Insights – Journeys (formerly Marketing): implementation notes, gotchas, and configuration decisions beyond the official docs — across real-time journeys, segments, email and SMS marketing, event management, lead scoring, Copilot, analytics, and administration.
Consultant-focused KB for Microsoft Dynamics 365 Customer Service: implementation notes, gotchas, and configuration decisions beyond the official docs — across case management, queues and routing, knowledge base, SLAs, omnichannel, agent experience, Copilot, analytics, and administration.
Consultant-focused KB for Microsoft Dynamics 365 Field Service: implementation notes, gotchas, and configuration decisions beyond the official docs — across work orders, scheduling and dispatch, resource management, mobile app, asset management, inspections, IoT, Copilot, and administration.
Consultant-focused KB for Microsoft Dynamics 365 Sales: implementation notes, gotchas, and configuration decisions beyond the official docs — across pipeline management, opportunities, forecasting, sequences, sales accelerator, Copilot, integrations, administration, and licensing.
Consultant KB for Microsoft Dataverse, the data layer under Dynamics 365 and the Power Platform: data model, security model, business logic, APIs and integration, search and queries, analytics and Fabric, ALM and solutions, administration, governance and compliance, and Dataverse as an agent data platform, plus cross-cutting decision guides. Implementation notes, configuration decisions and the gotchas that bite on real projects. Populated by the daily author agent from the Dataverse release plans, docs repo and product blog, plus the author's own consultant notes.
Consultant KB for Microsoft Power Apps: canvas apps, model-driven apps, Power Fx, data and connections, controls and UI, code and extensibility, mobile and offline, ALM and solutions, governance and security, licensing and performance, plus cross-cutting decision guides. Implementation notes, configuration decisions and the gotchas that bite on real projects. Populated by the daily author agent from the Power Apps release plans, docs repo and product blog, plus the author's own consultant notes.
Consultant KB for Microsoft Power Automate end to end: cloud flows, desktop flows and RPA, connectors and integration, AI and agent flows, process and task mining, approvals and human-in-the-loop, ALM and solutions, governance and security, licensing and capacity, monitoring and troubleshooting, plus cross-cutting decision guides. Implementation notes, configuration decisions and the gotchas that bite on real projects. Populated by the daily author agent from the Power Automate release plans, docs repo and product blog, plus the author's own consultant notes.
Consultant KB for Microsoft Power BI: semantic models, DAX and modelling, Power Query and dataflows, reports and visuals, the service and workspaces, capacity and performance, embedding and integration, governance and security, ALM and deployment, and licensing, plus cross-cutting decision guides. Scoped to Power BI, with Microsoft Fabric covered where it touches Power BI directly. Implementation notes, configuration decisions and the gotchas that bite on real projects. Populated by the daily author agent from the Power BI release plans, docs repo and product blog, plus the author's own consultant notes.
No roadmap for Power BI — Microsoft doesn’t publish a machine-readable plan for it.
Power Query is moving Databricks, Snowflake, BigQuery and the other embedded-ODBC connectors onto Apache Arrow ADBC drivers, with a per-connector default flip followed by a cutover that breaks any refresh still pinned to ODBC. Microsoft has published pq-adbc-advisor, a read-only Fabric notebook that inventories every semantic model, dataflow and pipeline in a workspace and classifies each one as will fail, needs review or ready.
The retirement of Power BI Q&A, the legacy natural-language query experience, has slipped from December 2026 to February 2027 to give tenants longer to work out what depends on it before moving to Copilot. The post also recaps which experiences are affected and where things stand on Copilot capacity, embedded scenarios and sovereign clouds — worth reading if you have Q&A visuals in published reports or a linguistic schema anyone has invested in.
Copilot Studio gains natural-language app building alongside agents and workflows, rolling out in public preview; the same capability lands in Copilot Cowork as an /app skill, currently gated behind the Microsoft Frontier program. You describe the outcome, data and users, Copilot generates an app scaffold you can iterate on in conversation or inspect as code.
A benchmark comparing Import, DirectQuery and Direct Lake against Azure Databricks, with the numbers behind each. Useful ammunition next time someone insists DirectQuery is fine.