Introduction In Microsoft Dynamics 365, auditing helps you keep track of what’s happening inside your CRM. Every time a record is created, updated, or deleted, the system records this activity as an audit log. While this is great for transparency and troubleshooting, there’s a challenge – the platform doesn’t directly show how much storage each… Read More »
Imagine if your Dynamics 365 CRM could predict what happens next… What if your CRM could tell you which lead is most likely to convert, when a customer might churn, or which service asset is due for maintenance — before it actually happens? For most Dynamics 365 users, this has always felt like a glimpse… Read More »
Imagine having an AI assistant that doesn’t just follow your commands but thinks, decides, and acts independently. With Autonomous and Multi-Agent capabilities in Microsoft Copilot Studio, that vision is now a reality. This powerful feature allows you to automate repetitive, time-consuming tasks such as managing emails by using intelligent agents that work independently or collaboratively… Read More »
Microsoft has officially dropped the Copilot Fall Release, and it marks a significant evolution in the world of generative AI. Going beyond the headlines and hype, this release is founded on a principle Microsoft AI CEO Mustafa Suleyman calls “human-centered AI.” The core mission is to shift the technology from demanding attention to giving users… Read More »
Efficient field operations are the backbone of successful, data-driven organizations. Yet, many businesses continue to struggle with scattered CRM data, route inefficiencies, and time-consuming manual planning. If your team often spends more time figuring out “where to go next” than actually getting things done, it’s time to bring clarity and intelligence into your operations. With… Read More »
Microsoft Power Apps continues to evolve with features that simplify the app-building experience for both developers and citizen makers. One of the newest additions to model-driven apps is the “Describe a page” feature (currently in preview). This new capability allows you to create pages by simply describing them in natural language, rather than manually configuring… Read More »
Generating and sharing Dynamics 365 reports shouldn’t take hours each week. Yet many users still spend time manually exporting reports, converting them to PDF, and emailing them to stakeholders, often multiple times. This guide walks you through two efficient ways to export Dynamics 365 reports to PDF: Manual Export: Ideal for one-time or ad-hoc reporting… Read More »
In today’s digital workflows, teams across HR, operations, finance, and support deal with repetitive manual tasks every day. One of the most common inefficiencies is manually entering data into third-party web forms, especially when those portals do not provide APIs for direct integration. This repetitive work not only slows down productivity but also leads to… Read More »
What an incredible experience it was! ✨ The Community Summit North America 2025, held in Orlando, Florida, from October 19 to 20, brought together over 5,000+ Dynamics 365 and Power Platform enthusiasts from across the globe. Known as the largest Microsoft Business Applications User Conference on the planet, this year’s event was nothing short of… Read More »
Microsoft’s standard approval emails make it easy to send and capture user feedback directly through Outlook. However, one major limitation is that when multiple users receive the same approval email, only the first response is considered, leaving others frustrated when they try to act on an already-approved request. To overcome this limitation and deliver a… Read More »