How to Secure Emails in Dynamics 365 with Microsoft Purview Sensitivity Labels

At Technology, while working with Dynamics 365 Customer Service, I noticed a security gap that was hard to ignore. Our team handled all kinds of emails every day, including pricing discussions, contract details, internal escalations, customer environment information, and policy-related communications. Yet inside the system, every email looked the same. There was no clear way… Read More: How to Secure Emails in Dynamics 365 with Microsoft Purview… »

How AI Agents in Dynamics 365 Sales Are Changing the Way Sales Teams Work

Sales teams today are expected to do more, faster, with less manual effort and less guesswork. That is the exact gap Microsoft is closing with the AI agents built into Dynamics 365 Sales. These are not simple chatbots sitting on the side. They actively work alongside sales reps, handling research, outreach, and analysis, so people… Read More: How AI Agents in Dynamics 365 Sales Are Changing the… »

Using Xrm.Copilot.executeEvent to bring Copilot Studio into Your Model-Driven App

Modern business applications increasingly rely on AI to provide users with insights rather than just data. However, there are many scenarios where users must manually combine information from multiple records before deciding. The new preview Client API, Xrm.Copilot.executeEvent, helps bridge that gap by allowing client-side JavaScript in a model-driven app to trigger a specific Copilot… Read More: Using Xrm.Copilot.executeEvent to bring Copilot Studio into Your Model-Driven App »

How to Create Custom Folder Structures in Dynamics 365 SharePoint Integration

Every department that touches Dynamics 365 CRM wants its documents organized differently, and no single folder structure has ever made everyone happy. Sales wants folders by account. Support wants folders by case and date. Project teams want folders by project code. This blog breaks down how Custom Folder Structure in SharePoint Security Sync lets every… Read More: How to Create Custom Folder Structures in Dynamics 365 SharePoint… »

Add AI-Powered Search Capabilities to Your Power Pages Site

Finding information quickly is one of the most important aspects of any website. As Power Pages sites grow with knowledge articles, documentation, FAQs, and business content, users often struggle to navigate through multiple pages to locate the information they need. To address this challenge, Microsoft has introduced the Search Component (Preview) for Power Pages. This… Read More: Add AI-Powered Search Capabilities to Your Power Pages Site »

Meta API vs Twilio API: Which WhatsApp Integration Fits Your Dynamics 365 Strategy?

Businesses today expect customer conversations to happen where customers are most comfortable, and for over 2 billion users worldwide, that platform is WhatsApp. Whether it’s answering product queries, sending appointment reminders, sharing invoices, or providing post-sales support, WhatsApp has become an essential communication channel. For organizations using Microsoft Dynamics 365, the next logical step is… Read More: Meta API vs Twilio API: Which WhatsApp Integration Fits Your… »

Disable Click Through on Lookup Values in Forms

Microsoft has introduced the Disable Click-Through on Lookup Values in Forms feature in Dynamics 365 Field Service, giving administrators greater control over how lookup fields behave on model-driven forms. With this enhancement, lookup values can be displayed as plain text instead of clickable hyperlinks. This helps prevent accidental navigation to related records, allowing users to… Read More: Disable Click Through on Lookup Values in Forms »

Extending Power Automate Run History Beyond 28 Days Using Cloud Flow Run Metadata

Power Automate has become the backbone for many business processes, integrations, and automation scenarios across the Power Platform ecosystem. From approval processes to large-scale integrations, organisations increasingly rely on cloud flows to power mission-critical workloads. Although Power Automate provides a comprehensive monitoring experience, one limitation quickly becomes apparent in production environments: cloud flow execution history… Read More: Extending Power Automate Run History Beyond 28 Days Using Cloud… »

AI-Enabled Master Record Selection: The Smarter Way to Remove Duplicates from Dynamics 365 CRM

If you’ve ever lost a deal because two reps were chasing the same lead, or sent conflicting emails to the same customer, you already know the damage dirty data causes. And yet, most CRM users still rely on manual processes to fix it. Here’s what the numbers say: $12.9 million – the average annual cost… Read More: AI-Enabled Master Record Selection: The Smarter Way to Remove Duplicates… »

AI-Assisted Power Apps Code App Development Using GitHub Copilot CLI

Power Apps Code Apps bring modern web application development into the Power Platform ecosystem by combining React-based applications with Dataverse and Power Platform services. Traditionally, creating a Code App requires developers to manually scaffold projects, configure data sources, build UI components, and deploy applications. With the introduction of Power Platform Skills for GitHub Copilot CLI,… Read More: AI-Assisted Power Apps Code App Development Using GitHub Copilot CLI »