Custom Template Creation from Premium Plan
I have been excitedly waiting for the custom template feature to roll out. My PMO group heavily utilizes Premium Plans only because of the need to have Dependencies tracked. I'm unable to create a template from a premium plan- basic only- which does not have the features that my team needs to use in Planner. Is there an estimated rollout date for custom template creation from Premium Plans?Should CRM Users Be Measured on Data Quality KPIs?
Most Organisations agree that high-quality data is essential for getting value from Dynamics 365. Accurate customer information supports better reporting, improved customer experiences, more reliable forecasting, and increasingly more effective AI-driven insights. Yet many Organisations continue to struggle with incomplete records, duplicate data, missing activities, and inconsistent data entry practices. This raises an interesting question: Should CRM users be measured on data quality KPIs? Consider a situation many Organisations have experienced. A sales team is expected to maintain customer records, update opportunities, and log key customer interactions in Dynamics 365. However, users are primarily measured on revenue, pipeline growth, and sales performance. As a result, CRM updates are often treated as a secondary task. During a quarterly sales review, leadership discovers that several opportunities forecasted as active were closed weeks earlier, while others had not been updated since the previous reporting cycle. Customer records are missing key information, activities have not been logged consistently, and reporting accuracy begins to suffer. The issue is often viewed as a reporting problem, but in reality, it starts with the quality and consistency of the data being maintained in Dynamics 365. To address these challenges, some Organisations introduce data quality metrics such as: Record completeness Duplicate record reduction Activity logging compliance Opportunity update accuracy Customer data validation rates Supporters argue that what gets measured gets managed, and that data quality should be considered part of everyone's responsibility. Others believe that introducing data quality KPIs may create an additional administrative burden, reduce user adoption, and shift focus away from core business objectives. There is also the question of whether users should carry the full responsibility. Modern Dynamics 365 environments include validation rules, duplicate detection, business process flows, Power Automate workflows, and governance frameworks that can help improve data quality. Some Organisations, therefore, argue that technology and governance should do more of the heavy lifting rather than relying solely on user behaviour. From your experience: Should CRM users be measured on data quality KPIs? Have data quality metrics improved CRM adoption or data accuracy in your Organisation? What KPIs have been most effective? Is data quality primarily a user responsibility, or should technology and governance frameworks carry most of the burden? Have you found a balance that improves data quality without creating additional friction for users? I'm interested in hearing how different Organisations balance user accountability, adoption, and data quality within Dynamics 365 environments.
Is using Planner for tracking OKRs a good idea?
So our team has been trying to use Planner to track OKRs. We set up buckets for each objective and tasks for key results. It kinda works for a small team but now that leadership wants to roll it out company wide, its getting messy. Theres no way to show progress rollups from team-level OKRs to company-level ones, no percentage tracking on key results, and managers cant see a consolidated view across teams. Has anyone found a decent way to make Planner work for OKR tracking at scale?
Measuring success in Microsoft 365 & Copilot adoption
As a student Microsoft 365 Champion, I’m starting to notice that successful adoption isn’t just about enabling tools — it’s about how adoption is measured and guided. In my learning, simple analytics (usage trends, engagement patterns, feedback loops) combined with tools like Power BI seem to make a big difference in understanding what’s actually working and where support is needed. I’m curious — for those working on Microsoft 365 or Copilot adoption, what KPIs or signals have you found most useful beyond basic usage counts?
BYROW/BYCOL/MAP Variants for Nested Arrays + BENCHMARK
Hey everyone! I made some simple BYROW, BYCOL, and MAP variants that can return nested arrays, and I also made a BENCHMARK function for performance testing. Here's some code for testing: BYROW⊟ = LAMBDA(array, function, [orient], LET( me, LAMBDA(me, seg, LET( n, ROWS(seg), IF( n = 1, function(seg), IF( orient, HSTACK( me(me, TAKE(seg, INT(n / 2))), me(me, DROP(seg, INT(n / 2))) ), VSTACK( me(me, TAKE(seg, INT(n / 2))), me(me, DROP(seg, INT(n / 2))) ) ) ) ) ), IFNA(me(me, array), "") ) ); I didn’t put a huge amount of effort into polishing this but In my tests on my device, these performed a lot better than using REDUCE + VSTACK for the same kind of thing, so maybe it’ll be useful to someone. Really curious to see how people use it, and if something looks like it should be optimized or changed, say so. I'll update them regularly, fix bugs whenever I can. You can find the rest of them on my Gist pages: https://gist.github.com/Medohh2120/f565516bc636700adf5ba27fd8f0d19e, https://gist.github.com/Medohh2120/d9d04f56d93694aed9d0c49d516f0fbf.
Excel App Builder: Should Excel Support Turning Workbooks into Standalone Low-Code Applications?
Excel has been much more than a spreadsheet application for a long time. In many organizations, Excel is already used as an informal low-code development platform. Advanced workbooks often contain not only data and formulas, but complete domain-specific logic: calculation models, planning tools, dashboards, input forms, reports, simulations, administrative workflows, and sometimes even small internal business applications. This is one of Excel’s greatest strengths. It allows domain experts, power users, analysts, engineers, teachers, consultants, and small businesses to build working tools without becoming full-time software developers. However, there is a structural limitation: the final product usually remains an Excel workbook. That creates several problems: the user needs a compatible Excel installation, macro security and Trust Center settings can block functionality, formulas and business logic are difficult to protect properly, distribution and updates are not as clean as with real applications, workbook-based tools often look less professional than standalone software, user interface, data, and logic are often mixed together in the same file. I believe Microsoft could turn this existing reality into a major strategic opportunity. Core proposal: Excel App Builder / Excel Runtime My suggestion is an official Excel App Builder or Excel Runtime. The idea would be to allow selected Excel workbooks to be packaged as protected standalone applications. Excel would continue to serve as the calculation, data, and automation engine in the background. The end user would not necessarily see the workbook itself. Instead, they would interact with a clean application interface: input forms, buttons, dashboards, charts, reports, controlled tables, and export options. Possible output formats could include: Windows apps, web apps, Teams apps, SharePoint apps, mobile-friendly internal tools, protected specialist applications. This would not replace Power Apps. In my view, it could complement Power Apps very well. Excel could remain the place where fast domain logic, calculations, prototypes, and models are created. Power Apps, Dataverse, Azure, and the wider Microsoft ecosystem could then support larger, scalable, enterprise-level workflows. In other words: Excel could become the natural entry point into Microsoft’s low-code ecosystem. Why this could matter strategically Excel already has an enormous “hidden developer base”: people who are not traditional programmers, but who build useful tools with formulas, tables, Power Query, Power Pivot, VBA, Office Scripts, and now AI assistance. This is a unique market position. Many of these users would not start with C#, JavaScript, Python, or a full application framework. But they already start with Excel. They already build the logic there. The missing step is a professional way to package, protect, distribute, and update those solutions. An official App Builder could: strengthen Excel’s long-term relevance, differentiate Excel from simpler spreadsheet competitors, create a stronger bridge between Excel and Power Platform, give power users a professional deployment path, create new commercial licensing opportunities, reduce the need for fragile VBA/UI workarounds, make Excel-based tools more secure and maintainable. Example use cases A small engineering office creates a technical calculation workbook and exports it as a protected customer tool. A school or university builds a grading, diagnostic, or planning tool with Excel logic but provides staff with a clean app interface. A small business turns an Excel-based quotation calculator into an internal sales app. A finance department packages a planning model as a controlled scenario tool for managers. A consultant builds specialized calculation tools and distributes them professionally without exposing the workbook structure. These are not exotic scenarios. Many people already build this kind of logic in Excel today. The difference would be that Microsoft could provide an official, safe, and professional deployment path. Supporting features that would make this stronger 1. Modern UI layer for Excel-based apps Excel-based applications would need a modern interface layer: forms, dialogs, navigation pages, buttons, card layouts, dashboards, responsive views, mobile-friendly layouts, role-based views, binding to cells, tables, named ranges, and data models. This would create a clearer separation between data, logic, and user interface. 2. Protected workbook logic A professional app export would require strong protection options: hidden formulas, protected named ranges, protected scripts or macro logic, defined input areas, digital signing, controlled editing, update mechanisms, possible licensing controls for commercial distribution. 3. Formula cells with controlled manual override One frequent Excel problem is that users overwrite formulas. A useful new cell mode could be: default formula + optional manual override The cell would keep the original formula internally but allow a controlled manual exception value. Excel could show whether the formula is active or manually overridden. This would remove many helper-column and VBA workarounds in planning, pricing, grading, budgeting, and technical models. 4. Native database layer inside Excel Excel is widely used as a database, even when that becomes fragile. A native database layer could support: primary keys, relationships between tables, required fields, validation rules, change history, duplicate detection, form views, simple queries, optional cloud synchronization. This should feel like a natural extension of Excel tables, not like a separate database product. 5. Multidimensional workbook models Many workbooks use separate sheets for months, locations, versions, departments, or scenarios. This often creates duplication and maintenance problems. Excel could support native dimensions for tables and models, for example: time period, location, scenario, version, department. Formulas, charts, dashboards, and PivotTables could become dimension-aware. This would be especially useful for financial planning, controlling, simulations, scientific models, and project planning. Why now? AI is changing how people build with Excel. Copilot and other AI tools make it easier for non-programmers to generate formulas, scripts, models, and structured workflows. That means more users will be able to build complex Excel-based solutions. But if AI helps users create more advanced workbooks, the next logical question is: How can these workbooks be safely packaged, shared, protected, and used as real tools? An Excel App Builder could be the answer. Possible first step This does not need to start as a massive platform. A realistic first version could be experimental: selected workbook ranges, simple input forms, protected formulas, dashboard view, Windows or web runtime, export as an internal app, optional Teams or SharePoint integration. It could even begin as an Excel Labs / Microsoft Garage style experiment to test demand and gather feedback from power users, developers, and organizations. Core question for the community Excel is already used as a hidden development platform. Should Microsoft make this official? Would an Excel App Builder / Excel Runtime be useful for your organization, clients, or internal tools? Which feature would matter most in a first version? protected workbook runtime, modern UI layer, formula override cells, native database layer, multidimensional models, Power Platform integration, commercial app distribution? I would be very interested to hear how other Excel users, developers, MVPs, and Microsoft product people see this idea. In short: Excel already allows millions of people to build domain-specific logic. Microsoft could turn that strength into an official, secure, and economically attractive low-code application platform.
Pivot Table
Hello, I am currently working on several dashboards that include multiple Pivot Tables Is there a way to filter data using the Filters field in Pivot Table design with conditions such as "greater than", "less than", etc..? At the moment, I have to manually select each value I want to keep, which is quite frustrating when the selection is huge It would be very helpful to have condition filtering available in this area Could you consider adding this feature in a future update ? Thanks in advance,
