Bernie Thibeault

Bernie Thibeault
A lifelong Vermonter, Bernie graduated from the University of Vermont and first joined Aerie on the business side of the organization. However, after working with Microsoft solutions, he found his true calling as a Solution Engineer, and is now Aerie's go-to resource for Dynamics 365 and the Power Platform.

Recent Posts

How To: Automatically Create Document Location for Records in Dataverse

Posted by Bernie Thibeault on 02.02.21

Use this simple Flow as a template to create the document location for a record in Dynamics 365 or your custom Dataverse application.

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Topics: SharePoint, Document Management System, Flow, Power Apps, Power Automate, Power Platform, Dataverse

How to: Create a Modal Form in Dataverse Model Apps

Posted by Bernie Thibeault on 12.17.20

In this simple scenario, I will show you a JavaScript function that will allow you to open a Parent record from the child record's form. You may find this necessary when Quick View forms are not sufficient for displaying the parent record's data or you want users to be able to easily open the full form of the parent record.

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Topics: Power Apps, Dataverse

Common Data Service Security 101

Posted by Bernie Thibeault on 11.10.20

One of the key benefits of using Microsoft's Common Data Service is its highly customizable and robust permissions settings. With CDS, you can design a functional system tailored to your business. In order to do that, however, you need to understand the building blocks of this security architecture. Follow along for for a basic understanding of everybody's favorite topic: security! In this blog, I will be covering the standard security model in CDS. In a later blog, I will cover hierarchy security. 

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Topics: Security, CDS

How to toggle visuals on and off in Power BI Reports

Posted by Bernie Thibeault on 09.29.20

When building a Power BI report, it's important to take screen space into consideration. You don't want an overcrowded report canvas that makes it tough for your decision makers to find the actionable insights they need to make their decisions. 

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Topics: Power BI, Power Platform, How To

How to send tables with links to items in Power Automate Flow emails

Posted by Bernie Thibeault on 08.19.20

Use Case

Recently, a client requested a daily digest email be sent to their support staff with a list of their active tickets, along with a link to the particular record. This blog will take you step-by-step through the usefulness of this Flow and how I created it.

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Topics: Power Apps, Power Automate

Working with the COVID-19 US Sample Power BI Report

Posted by Bernie Thibeault on 07.20.20

Microsoft has provided a free, downloadable or embeddable, Power BI Report sample using COVID-19 data for the US. This report can be used as is, or customized to leverage the COVID-19 data and report capabilities to compare to your regular business data. 

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Topics: Power BI

Dynamics 365 Features to Look Forward to in 2020 Release Wave 2

Posted by Bernie Thibeault on 07.13.20

Recently, Microsoft and the Dynamics 365 team published the release plan for 2020 Release Wave 2. It contains the features being launched between this fall and early spring for Dynamics 365. To find the new features I highlighted recently, click here. Quick links for features in both the Dynamics 365 and Power Platform track can be found here. 

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Power Platform Features to Look forward to in 2020 Release Wave 2

Posted by Bernie Thibeault on 07.10.20

Recently, Microsoft and the Power Platform team has published the release plan for 2020 Wave 2.  It contains the features being launched between this fall and early spring for Power Apps, Power BI, Power Automate, Power Virtual Agents and the AI Builder applications. Quick links to those features can be found here. 

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Dynamics and Power Platform 2020 Release Wave 2

Posted by Bernie Thibeault on 07.08.20

Microsoft has just released the release notes for Dynamics 365, the Power Platform and Industry Accelerators. You can expect these features to start rolling out in preview in the coming months, and being generally available sometime this fall/winter. For those who don't know, industry accelerators are free app "accelerators," or features specific to an industry that are provided by Microsoft. It can get you up and running quickly with a functioning application with no configuration or development required.

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Topics: Power BI, Dynamics 365, Power Apps, Power Automate, Power Platform

Understanding the Technology

Posted by Bernie Thibeault on 06.22.20

Continuing my blog series on Dynamics and CDS Best Practices, Understanding the Technology.

One of the biggest downfalls to any software solution is not always the solution itself, but the team, department, or company's understanding of that solution. You could have a perfect solution or application that fails miserably. Or, an imperfect solution that thrives. It all comes down to aligning the application to your users' experiences and expectations, as well as documenting your solution as you go, so anyone can step in to maintain it or get up to speed quickly on expected functionality.

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