Tips and Best Practices

A short collection of habits that scale well as your EasePage deployment grows.

Organize with Workspaces

Use one workspace per team, region, or business function so permissions and table allowlists stay scoped. Workspaces are cheap; sprawling super-workspaces are expensive to clean up later.

Manage Tables from Edit Workspace

Table allowlists live under Admin Settings → Manage Tables inside Edit Workspace — not in a separate settings screen anymore. Keep the allowlist minimal — only enable tables your dashboards actually read.

Group Widgets to Share Filters

When two or more widgets share a data source, drop them into a Widget Group so they react to one filter. This avoids the trap of "the bar chart filtered, but the pie chart didn't" and keeps the page coherent.

Use Visualizations on Data Grids

Progress Bars, Stars, Currency, and Country Flag visualizations make tabular data far easier to scan than plain text. Pick a visualization per column from the Visualize Data for Data Grid modal.

Version Before Risky Edits

Click Save as New Version before restructuring a page so you can roll back via the Version History panel. It's free, and it builds an audit trail at the same time.

Power Apps Publishing

Use Publish as Web Resource for embedding inside D365 sitemaps, and Publish as App for a top-level Canvas / Model-driven entry. Choose an unmanaged Target Solution if you plan to edit the deployment later in Power Apps Studio.

Web Apps for External Sharing

When a dashboard needs to live outside D365 entirely, build a Web App, theme it, and download the single-file HTML. It can then be hosted anywhere — SharePoint, internal portals, a static site.

Use Users & Permissions, Not Workspace-by-Workspace

For bulk role changes, manage from Users & Permissions. For one-off invites in context, use Invite Users from the Edit Workspace panel.

Check Plan Details Before Bulk-Inviting

Your seat count and page quota are visible at the top of the profile menu — watch them when scaling so you don't get blocked mid-invite.

Audit via Activity History

Sign-ins, role changes, and subscription updates are all in Activity History with filter chips for triage. Reach for it first when something unexpected appears in the tenant.