How to Show SharePoint Documents in Model-Driven Apps and Power Pages

Author: Forrest Zhang

When using SharePoint document management with Dataverse, the right configuration depends on where you want users to see and manage the files. A model-driven app and a Power Pages site may both use Dataverse and SharePoint, but the document display pattern is not the same.

The key difference is this: model-driven apps use the SharePoint document experience through sharepointdocument, while Power Pages uses a form subgrid based on Document Locations. Mixing these patterns can lead to confusing configuration and broken document behavior.

Document Malware Scanning in Dynamics 365: What’s Covered by SharePoint vs Dataverse

Author: Forrest Zhang

When someone asks whether “Dynamics 365 supports virus scanning or document quarantining,” the correct answer is: it depends on where the document is stored. In Microsoft’s ecosystem, documents attached to Dynamics experiences typically live in one of two places:

• SharePoint / OneDrive (via Dynamics 365 “Document Management” integration)
• Dataverse (Notes/attachments, File columns, and other Dataverse-backed storage)

Both can provide malware protection, but the capabilities and the operational behavior differ.

Dataverse + Cloudflare Integration Playbook

Author: Forrest Zhang

A privacy-safe reference architecture for secure, scalable self-service portals backed by Microsoft Dataverse—written as a reusable technical reference without any product or client branding.

Merging Word Documents in Dynamics 365 Using Only Built-In Features

 Below is a straightforward approach to merge two Word documents in Dynamics 365—without resorting to third-party paid connectors or extensions. By leveraging a custom Action, a Power Automate flow, and a plugin with OpenXML (embedded via ILRepack), you can seamlessly combine Word files and store the merged result, all in one out-of-the-box solution.

How to open a SharePoint file on Web browser directly instead of downloading.

Symptoms

Assume that you have Microsoft Offices Online in a SharePoint farm. When you open a URL (like http://sharepointserver/Shared%20Documents/DateTest.docx) to a SharePoint document by using the Chrome browser, you want to open the Office application with a direct connection to the document on SharePoint instead of downloading directly.

Filtering SharePoint Files by Name in Power Automate

 When automating processes in SharePoint with Power Automate, you might encounter situations where you need to retrieve specific files by their names. This is particularly useful in scenarios where file names are used to identify document types, project names, or specific documents required for a process. Power Automate provides a straightforward way to achieve this through the use of the FileLeafRef property in the "Get files (properties only)" action.

Filtering Files and Folders in SharePoint with Power Automate

When working with Power Automate and SharePoint, one common task is retrieving items from a document library. However, document libraries contain both files and folders, and often, you may need to work exclusively with files or folders. Understanding how to filter these items efficiently can streamline your flows and make your automation processes more effective.

 

Mastering SharePoint Internal Schemas: A Comprehensive Guide to Filtering Person or Group and Lookup Columns

Introduction

Navigating SharePoint's complexities can often be a daunting task, especially when dealing with intricate internal schemas like Person or Group and Lookup columns. These elements are pivotal in creating dynamic and functional SharePoint lists and libraries but can present challenges in understanding and applying their internal naming conventions, particularly when integrating with tools like Power Automate. This guide aims to demystify these complexities, providing a practical overview of SharePoint's internal schemas with a focus on filtering Person or Group and Lookup columns. We'll use a real-world example to illustrate these concepts:

SharePoint Team site vs Communication site

 SharePoint Team site vs Communication site

Reference

[TIPS] Hide date format "12/31/2001" when date filed is unselected or blank in Canvas App

 Issue: 

  In Power Apps (Canvas App), when use SharePoint as the data source, the date field always shows "12/31/2001" even this field is blank or not selected.

[TIPS] Power Apps SharePoint form setting date/time field to blank

Power Apps SharePoint form setting date/time field to blank

ISSUE: Can't clear a datetime field in SharePoint from PowerApps.