Almanac
Microsoft/dataversePower Platform

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.

FEATURES.mdv16 · history
CurrentUpdated 5 days ago

Published docs in the Microsoft Dataverse KB: 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, administration, governance and compliance, and Dataverse as an agent data platform, plus cross-cutting decision guides. The daily monitor task adds a row here when it publishes or updates a doc. Browse the live KB at https://365-almanac.app/kb/dataverse.

🆕 New & Updated

Date Change
2026-10-26 Updated File and image columns — developer-side image behaviour: set and delete with update, thumbnail on retrieve, download URL column, CanStoreFullImage, and the shared ProcessImageFailure error.
2026-10-24 Updated Link to Microsoft Fabric — the Fabric capacity no longer has to be in the same Azure geography or region as the environment.
2026-10-24 Updated AI columns, prompt columns and AI functions — bulk backfill of existing records, its two environment settings and job expiry.
2026-10-17 Updated Environments and types — Dataverse for Teams and unmanaged developer environment deprecations.
2026-10-10 Added Dataverse User Types: Regular, Application, Non-Interactive and Others — Dataverse user types — regular, agent (preview), application, non-interactive (seven-per-environment cap), unlicensed (preview), support and delegated admin placeholders, and what profile sync does and doesn't cover.
2026-10-08 Updated: Capacity and storage — storage overage lifecycle timings (Administration mode at 30 days, sign-in blocked at 90 days from first exceeding 100%), pay-as-you-go sandboxes exempt, and how borrowed capacity is counted in the 85% / 15%-remaining notifications.
2026-09-27 New: Filtered view record ownership (Public Preview) — Security Model; a fourth ownership type with no record owner at all, access granted via FetchXML record filters instead of who owns the row. New: Dataverse Ask APIs and semantic models (Public Preview) — AI & Agent Data Platform; the developer-facing natural-language query surface behind Work IQ's Dataverse grounding, 30 requests/user/org/minute, separate from the Web API.
2026-09-18 Updated: Azure Synapse Link for Dataverse — managed identity for storage doesn't replace the service application's permissions: for profiles connected to a Synapse workspace, app 7f15f9d9-cad0-44f1-bbba-d36650e07765 ("Export to data lake") still needs Synapse Administrator at workspace scope and Storage Blob Data Contributor on the storage account.
2026-09-16 Updated: Azure Synapse Link for Dataverse — deleted-record retention in the lake: in append only (and Delta Lake) output a delete is a soft isDeleted = True tombstone that Synapse Link hard-deletes after 30 days, so a lake used as the audit trail silently loses deleted history; long-term retention on the Dataverse table is the fix. Updated: Admin APIs and automation — Power Platform API known limitations: RBAC covers only a named subset of endpoints (all Power Pages, environment management except the two for User reads, governance except cross-tenant connection reports), and sovereign-cloud availability for lifecycle endpoints is scheduled for 1 December 2026.
2026-09-15 New: Plug-in Trace Log — Business Logic; the PluginTraceLog table end to end (Off/Exceptions/All setting, 10 KB MessageBlock truncation, 24-hour retention, 100 GB cut-off) including Microsoft's September 2026 change restricting read access to MessageBlock, Configuration and SecureConfiguration to System Administrator. Updated: Table relationships — added the lookup primary-name disclosure gotcha: anyone who can read the row holding a lookup sees the related record's primary name whether or not they can read that record.
2026-09-10 Updated: Azure Synapse Link for Dataverse — Delta Lake (Parquet) export deprecated: closed to new customers 15 Oct 2026, removed Dec 2027, replacement is Link to Fabric. Updated: Low-latency sync — SQL analytics endpoint metadata sync v2 (preview, new workspace connections only), CDF latency tradeoff, and unlink now fails while dependent Fabric artefacts exist.
2026-08-30 New: Dataverse SDK for Python (Public Preview) — APIs & Integration; Python package (PowerPlatform-Dataverse-Client) for direct Dataverse access with CRUD, native bulk operations, QueryBuilder, table metadata CUD and Pandas DataFrame results — no .NET required.
2026-08-21 New: Dataverse Plugin for AI Coding Agents (Public Preview) — AI & Agent Data Platform; open-source skill set that lets GitHub Copilot/Claude Code/Cursor/Codex drive the Dataverse CLI, MCP server, Python SDK, Power Platform CLI and Web API from natural-language prompts.
2026-08-18 New: Planning Latency for Link to Fabric — Analytics & Fabric; indicative P95 data-freshness reference by load pattern.
2026-08-06 New: Custom column visualizations for grids (Public Preview) — Data Model.
2026-07-22 Initial backfill — 70 docs published across all eleven categories.

By category

Category Docs
Data Model 9
Security Model 9
Business Logic 8
APIs & Integration 8
Search & Queries 5
Analytics & Fabric 6
ALM & Solutions 6
Administration 7
Governance & Compliance 6
AI & Agent Data Platform 7
Decision & Selection Guides 6
Total 77
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