10 Lessons Learned Moving SharePoint Lists to Dataverse
🚨 Thinking about migrating your SharePoint lists to Dataverse? Stop right here. These are the 10 lessons I learned the hard way during a real-world SharePoint to Dataverse migration — and if you're working with Power Apps or Power Platform, this could save you hours of frustration.
In this video, I cover:
✅ When to use lookup tables instead of choice fields
✅ Why many-to-many relationships need UI customization
✅ What to watch out for with business rules
✅ How to prevent duplicate records in Dataverse
✅ Security role gotchas when referencing users
…and much more!
💡 Whether you're building in Power Apps, planning a Dataverse rollout, or supporting enterprise data architecture — these tips come straight from hands-on experience.
🎥 Chapters:
00:00 – Intro
00:27 – Choice Columns vs Lookup Columns
00:47 – Lookups for Evolving Categories
01:07 – Built-in Many-to-Many Limitations
01:32 – SharePoint-Style Multi-Lookups? Prepare the UI
01:50 – Table Icons Save Time
02:03 – Activate vs Deactivate = Archive
02:24 – Primary Column Frustrations
02:46 – Business Rules: Good Idea, Bad Editing
03:14 – Duplicate Detection ≠ Prevention
03:34 – User Lookups Need Specific Security
03:51 – Wrap Up
Links:
➕ Icons: https://icon-sets.iconify.design/
Connect with me:
https://www.linkedin.com/in/isabelliu-powerplatforms/
Buy me a coffee🍵:
https://www.buymeacoffee.com/isabelliu
Видео 10 Lessons Learned Moving SharePoint Lists to Dataverse канала Isabel Liu
In this video, I cover:
✅ When to use lookup tables instead of choice fields
✅ Why many-to-many relationships need UI customization
✅ What to watch out for with business rules
✅ How to prevent duplicate records in Dataverse
✅ Security role gotchas when referencing users
…and much more!
💡 Whether you're building in Power Apps, planning a Dataverse rollout, or supporting enterprise data architecture — these tips come straight from hands-on experience.
🎥 Chapters:
00:00 – Intro
00:27 – Choice Columns vs Lookup Columns
00:47 – Lookups for Evolving Categories
01:07 – Built-in Many-to-Many Limitations
01:32 – SharePoint-Style Multi-Lookups? Prepare the UI
01:50 – Table Icons Save Time
02:03 – Activate vs Deactivate = Archive
02:24 – Primary Column Frustrations
02:46 – Business Rules: Good Idea, Bad Editing
03:14 – Duplicate Detection ≠ Prevention
03:34 – User Lookups Need Specific Security
03:51 – Wrap Up
Links:
➕ Icons: https://icon-sets.iconify.design/
Connect with me:
https://www.linkedin.com/in/isabelliu-powerplatforms/
Buy me a coffee🍵:
https://www.buymeacoffee.com/isabelliu
Видео 10 Lessons Learned Moving SharePoint Lists to Dataverse канала Isabel Liu
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14 июля 2025 г. 18:00:05
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