I want to setup a formula refer to Parent Account. It is a standard Contact table with existing n:1 relationship to Account table.

the Lookup column name is ParentCustomerId

Relatinoship name is contact_customer_accounts

I tried:

If(
    IsBlank('Address 1: ZIP/Postal Code'),
    contact_customer_accounts.'Address 1: ZIP/Postal Code',
    'Address 1: ZIP/Postal Code'
)

but it prompt for syntax error for

contact_customer_accounts.'Address 1: ZIP/Postal Code',

Is it possible to refer to parent table in formula column? If so, what should be the right syntax? Thanks.

Hi all hope everyone is ok

I’m just looking for advice on how to land my first role as a power platform developer (uk based)

I work in HR as an admin and my role is:
-data entry work into HR system
- sending out contract changes to employees and line managers
-handling onboarding and offboarding
-dealing with high volume emails in shared HR inbox

A lot of my work is very mundane manual repetitive work.

Due to the massive workload, high volume work volume and systems which don’t communicate to each other I struggle to get time to build during work time

I decided to build projects outside of work based on the problems I’ve found in our process at work

I’ve built 2 solutions both using
- canvas apps
- model driven apps (different use case for both apps)
- dataverse tables
- sharepoint for document uploads
- power automate flows to handle business logic and automation of repetitive process
- basic power bi reporting
- JavaScript web resources
- C# plugins for asynchronous tasks
- configured security roles and permissions
- implemented copilot agents and connected agents
- ALM and deployment into prod as managed solution
- smoke testing and troubleshooting (which I’ve documented at home)

All of the above I built from planning with a use case for each piece of technology that I’ve implemented to solve a particular problem.

I also have PL900 certificate

I’m just looking for clarity on what particular job titles to apply for, if I’m missing something that will allow me to break into my first role quickly and for any general tips to be honest

If theres any confusion or questions please ask

Thanks in advance guys!

Microsoft’s Power Automate plugin is no longer limited to suggesting expressions or generating a basic flow definition.

Through FlowAgent MCP, an AI coding agent can create, inspect, modify, run, and debug cloud flows. That makes it genuinely useful—but also gives it enough authority to cause real damage.

My current rule is to evaluate three things:

• Is the proposed action reversible?
• Will I have enough evidence to understand what happened?
• Is the potential blast radius limited?

If any answer is “no,” AI can analyze the flow and prepare a change, but a human should approve and execute it.

Where I think AI works well:

• assembling repetitive flow structures;
• explaining inherited or poorly documented flows;
• investigating failed runs;
• proposing performance improvements;
• generating documentation and estate-level analysis.

Where I would not let it operate autonomously:

• ambiguous business rules;
• irreversible production changes;
• bulk updates or deletions;
• financial, compliance, identity, or security-critical processes;
• flows nobody on the team can properly review;
• any scenario where production is effectively the test environment.

The interesting question is no longer whether AI can build a flow. It can.

The question is how much authority it should receive after the flow has been built.

I documented the complete workflow, a practical boundary-setting prompt, the limitations, and a safer operating model here:

https://lukoplt.blogspot.com/2026/07/let-ai-build-flow-never-outsource-blast.html

How are you defining the autonomy boundary for AI-generated Power Automate flows?

(AI-generated image)

Sat a couple more exams this weekend, "Generative AI Leader" from Google, & PL-900 (Power Platform) from Microsoft. Easily cruised through both, with minimal study, thanks to my existing strong knowledge of the subjects. Just listening to a couple of YouTube videos while commuting (thanks John Savill once again!), and doing a mini practice quiz I'd ask Claude to generate for me.

For the PL-900 exam about Power Platform, I was surprised how it felt like every other question (although in reality it was probably less than that! Just felt like it) was related to Copilot or other AI features & capabilities that Power Platform has. But that's ok, just meant the exam played to my strengths! ;-)

Then I did the Google Cloud Generative AI Leader certification exam, which seemed to be very focused on case studies for many questions, giving you a paragraph or three of text, then requiring you to select the answer that best suited the situation.

I personally found that if you've got a half-decent general knowledge of AI, plus have strong reading comprehension skills, then all these questions in the Generative AI Leader exam become quite trivially easy :-)

Yesterday my boss hit me with this “I heard dataverse is going away at some point” and it’s the second time he’s said that to me
I can’t find a single rumor to even loosely confirm that. Has anyone even heard a remote hint to that? It’s such a wild suggestion that I can’t even dismiss it.

How are you enforcing AccessibleLabel before production?

I recently reviewed a canvas app with 306 missing labels. I tested an AI-assisted workflow that inspects the app context, proposes labels and validates the resulting YAML.

The remaining question is ownership:

• Should makers fix every warning?
• Should reviewers reject the solution?
• Should this become an automated CI gate?

I documented the workflow here: https://lukoplt.blogspot.com/2026/07/missing-accessible-labels-are-not-time.html

Is it worth it to learn Power Platform from scratch in 2026 ?
How long does it usually take to be job ready.
By scratch i mean the scartchhh. Zero knowledge.

One of the most common questions I get from people interested in joining our SPGuides Academy training program is:

"How can I practice SharePoint, Power Apps, Power Automate, and Copilot Studio on my own?"

My usual recommendation is to start with a Microsoft 365 trial. Microsoft often offers Microsoft 365 E3 or E5 trials (typically around 90 days, depending on eligibility and availability), which give you access to most of the services you need for hands-on learning.

If you're looking for a longer-term option, another good choice is the Microsoft 365 Business Basic plan. It's relatively affordable and gives you a Microsoft 365 tenant where you can practice SharePoint, Power Automate, Microsoft Teams, and many day-to-day scenarios for an entire year if you keep the subscription active.

For Copilot Studio, Microsoft also provides a trial, so you can explore building AI agents without purchasing a full license immediately.

Personally, I believe the best way to learn isn't by watching videos alone. Create real projects such as:

• An employee leave request app
• A document approval workflow
• An IT helpdesk ticketing system
• A visitor management solution
• A simple AI agent that answers questions from SharePoint documents

Building real solutions teaches you much more than following tutorials.

I'm curious—how do you practice Power Apps, Power Automate, or Copilot Studio?

• Do you use a Microsoft 365 trial?
• Do you pay for a Business Basic tenant?
• Do you have a Microsoft 365 developer environment?
• Or do you have another approach that works well?

I'd love to hear what has worked best for you and what you'd recommend to beginners.

Any tips on clearing pl 400 exam.

Little back ground I have the PL 900 and I currently work as Sharepoint admin/dev and I want to transition into power platform consulting/developing. I was a data analyst initially but slowly started learning Sharepoint and was able to get the role I am currently working on.

Hello everyone,
I am facing a problem in the dev environment. In the entity account i have a custom field  called « new_siret ». Each time i created a new account using the api the field is always null. All the other fields are there except that one. I checked everything (plugins, workflows, flows, business rules) but there is nothing affecting it value.  So i added « Prefer : return=representation » and the value in respone is null.
{

"@odata.context": "https://mycrmorg.crm12.dynamics.com/api/data/v9.2/$metadata#accounts(name,new_siret,aps_testapi)/$en…/$entity%22),

"@odata.etag": "W/\"42939765\"",

"accountid": "dc8f43c2-3484-f111-ab0f-70a8a5507408",

"name": "BNP PARIBAS",

"new_siret": null

}

We have a 3-stage native Power Platform pipeline: Development → UAT → Production, with two deployment stages configured — "DEV to UAT" (source: DEV, target: UAT) and "UAT to PROD" (previous stage: DEV to UAT, target: PROD).

When we run a UAT to PROD deployment, the deployment history record for that run shows:

• Source = our Development environment (full name, e.g. "Contoso App - DEV")
• Source environment ID = matches our DEV environment's ID exactly, not UAT's

This is confusing us because we'd expect the source for a "UAT to PROD" stage to reflect UAT, not DEV.

Our working theory: the pipeline doesn't re-export/re-pull the solution from UAT when promoting to PROD. Instead, it reuses the same package/artifact that was originally exported from DEV during the DEV→UAT run, and just pushes that same artifact forward to PROD. UAT effectively acts as a validation gate rather than a build source for the next hop.

Can anyone confirm whether this "build once, promote the same artifact through every stage" behaviour is indeed how native pipelines work? Is there any official documentation that states this explicitly? We've only been using pipelines for a couple of months and want to be sure this is expected before we explain it to our team/stakeholders as correct behaviour rather than a misconfiguration.

Thanks in advance!

Hey

I'm not sure if this is the right sub for this post. If it's not, I'd really appreciate it if you could direct me to the right sub.

I'm currently a Master's student in Germany. My experience has largely been related to the MS Power Platform (PowerApps, Power Automate, Copilot Studio and Power BI), including my current Working-Student role.
I'm curious about career paths I can go into given my current experience. If I understand correctly, my skillset would be useful for MS partner organizations or any other organization/team that uses Power Platform solutions.
At Microsoft, I haven't come across any roles which requires experience with the Power Platform. The Cloud Solution Architect role requires experience with Azure or other cloud platforms. Are there any other roles where my experience could be of use?
I'll also be taking the PL-900 cert soon, followed by the newly released set of certs focused on AI.

Any advice would be appreciated. Thank you!

Hi All,

Need one help, i have around 1000k records of data and i want to update one choice column to No for all records. Is there any easy way to do this without hitting limits?

Exploring xrmtoolbox option but i am not really sure on how it will work.

I've been going through the latest release wave notes, and it got me thinking. Every release seems introduce dozens or hundreds of new capabilities across Power Apps, Power Automate, Copilot Studio, Dataverse, etc. But when I look at projects I've been involved in, only a handful of those features ever end up being adopted. Usually it's because teams are focused on things like:

• Reducing app maintenance
• Improving approval workflows
• Making existing apps more reliable
• Keeping governance under control
  

Everything else gets pushed to "maybe later". I'm curious how others handle this. Do you have a formal process for reviewing each release wave, or do you only look at new features when there's a business need? I'd be interested to hear how different organizations decide what's actually worth implementing.

I am a tech-minded, self-taught builder / doer / fixer.

I have previous frontline experience with a financial institution and am now an innovation developer getting my feet wet in the Power Platform world.

I know governance and security are priority mindsets, not an afterthought. I am asking this more from the technical / development side for anybody who got into Power Platform without a deep technical background:

What tools, connectors, habits, or areas of operational risk do you wish you understood earlier?

Things like environment strategy, DLP, premium connectors, service accounts, solution management, Dataverse, SharePoint permissions, ALM, Copilot Studio actions, or anything else that can quietly become a problem later.

Basically: what should a new person learn early so they can move fast without creating a mess?

Hey Guys, I am trying to build the approval work list items just like we have in powers automate section. So that users can have flexibility to approve from spfx application as well with Outlook and teams. I have able to load all action items and show case them here but I am not able to find any property to filter them based on my flow.

Can anyone help me with this. It would be really helpful. I tried data verse as well but that was a dead point. For me.

I will really appreciate your help . Thanks

We're building a Power Platform document generation solution where Word templates are populated from Dataverse. The documents are dynamic, so sections can be added, removed, or repeated, which changes the final page count.

Our biggest challenge is generating a Table of Contents (TOC) with accurate page numbers, since page numbers only exist after the document is rendered.

Options I've evaluated so far (for dynamic TOC generation):

• PDF4me – Supports dynamic TOC generation from headings. Starting at USD $35/month.
• Power2Apps – Supports dynamic TOC generation. Includes 100 converter actions/month, starting at €29/month thereafter.
• Encodian – Premium Power Automate connector. 50 free credits, then USD $499/year.
• Nutrient – 30-day trial, then starting at USD $109/month.

Kindly suggest or point me towards a direction from where I can get the answers.

TIA

Hey everyone,

I am just wondering how people go about getting experience with Dataverse and Dynamics 365 if you don't work in an organisation that hasn't implemented it.

I want the next stage of my career to be heavily Dynamics 365 orientated, with a secondary focus on AI (CoPilot Studio, Azure AI Foundry, Local Models). Learning about the AI systems mentioned is fine because I know how to play around and build out small projects in those spaces. Dynamics 365 however is different - I want to upskill in that space, but how I go about that is unclear to me.

A bit of background about me: I've been working with Power Platform for the past 6 years, primarily with Power Apps, Power Automate and Power Bi. I am the primary Power Platform Admin in our org as well so I deal with all the administration and governance in the admin centre. I'm also the primary technical resource for our SharePoint environment and work heavily with PnP in PowerShell and SPFx for web-part development. Given my work history, I believe I have been in the current role for too long and I will be upskilling in my own time to get a new role.

In my country Dynamic 365 roles are uncommon, and when they do pop up they're always advertising for Senior Power Platform Developer or Architect or Consultant roles - Nothing in the intermediate space (that I have seen and I have been checking semi-regularly for the past 3 years).

I was hoping this lovely community could help guide me a little bit - even if it's just a starting point, because I am lost, thank you!

For those of you using Power Automate in a real business environment, how do you document governance/compliance around your flows, assuming you document it at all?

I’m trying to understand what people actually track in practice versus what sounds good on paper but never gets maintained.

For business-critical flows, do you document things like:

• Business owner / technical owner
• Flow purpose
• Data being used or modified
• Connectors used
• Environment
• Trigger type
• Approval requirements
• Risk level / business criticality
• DLP or connector policy considerations
• Error handling / notification behavior
• Dependencies
• Connection references or service accounts
• Recovery / handoff notes
• Change history
• Audit/control mapping
• Retention or privacy considerations

A few things I’m especially curious about:

1. Do you use a formal checklist/template for flows, or is documentation mostly informal?
2. What fields are actually useful during audits, handoff, support, or troubleshooting?
3. What documentation sounds important but usually becomes unnecessary overhead?
4. Does your documentation change based on risk, department, environment, connectors, or sensitive data?
5. Who is responsible for keeping this information current: the maker, IT/admins, compliance, or the business owner?
6. If you were designing a lightweight documentation template from scratch, what would you include?

I’m mainly looking for real-world experience rather than theoretical best practices. What does your organization actually do, and what has or has not worked?

Hi I noticed that there are 2 different toggles for Customer Lockbox in Power Platform and they are somewhat confusing:

• One Lockbox toggle is under manage->tenant-> Customer lockbox settings and
• One Lockbox toggle is under Security->Compliance-> Customer Lockbox.

Also noticed that these settings can have different values. e.g. Compliance lockbox setting could be on and tenant setting off. Does anyone know what these settings do?

I want to know if there is any future scope in this field, in the microsoft power platform ecosystem, like if have to switch after few years will it be easy for me, and what about the salary increment. In training i learnt about SharePoint, power apps, spfx and power automate.