Author Archives: Roohi Shaikh

Exclusive sneak peek at the new multi-tab Panel (Side Panes)

Introduction The release of Power Platform Wave 2 2021 has brought in some amazing features and functionalities. One of which is the Side Panes and the ability to incorporate multiple panels in it. Earlier we had the provision to open a single panel using the method below Xrm.Panel.loadPanel(URL, title) Although this was an intuitive addition… Read More »

Custom Pages: A step towards disappearing lines between Canvas Apps and Model Driven Apps in Power Platform / Dynamics 365 CRM

Power Apps provides support for 2 types of design experience for Apps. Model-driven apps – Data first approach – more for backend end user with full form experience. Canvas Apps – Design first approach – more for the field users with a mobile experience with simple to use and easily accessible apps being designed to… Read More »

Get 360 degrees view of your Customer using Dynamics Customer Insights

A recent addition to the suite of “insights” applications has been the Dynamics Customer Insights. This is a standalone application that can be subscribed to and is part of their Customer Data Platform offering. The idea behind this app being the ability to collate customer information including transaction history or behavioral actions across multiple systems… Read More »

Document Automation with Forms Processing model using AI Builder Connector in Power Automate Flows

Introduction In our earlier article, we explored the reference app released by Microsoft for Document Automation using the Form Processing model of AI Builder. The app that is a ready-to-use sample app demonstrates the process of reading the form submitted through email and extracting the data submitted in the form and presenting it to the… Read More »

Microsoft Document Automation Application using AI Builder Form Processing Model

Introduction Document Processing has been a tedious manual task for a while now. With the introduction of AI services, it is now a simplified and automated process in most organizations. Microsoft has been at the forefront of the democratization of AI through its AI Builder services. AI Builder a no/low code service helps citizen developers… Read More »