Table of Contents 1. Introduction 2. Business Context: Vocational Assessment Reports 3. Solution Overview and Data Flow 4. High-Level Data Flow 5. Step-by-Step Configuration Create a Prompt in AI Builder (Copilot Studio) Set the Prompt’s Output to Document Prepare and Upload a Word Document Template Add Prompt Instructions and Inputs Test the Prompt Use Prompt… Read More »
Duplicate records remain one of the most underestimated problems in Dynamics 365 CRM. Not because teams don’t care about data quality, but because traditional duplicate detection methods no longer match how CRM data is created today. In 2026, CRM data comes from: Multiple regions and time zones Sales reps, marketing imports, APIs, integrations, and Copilot-driven… Read More »
As the business landscape evolves, one recurring challenge for sales leaders remains clear- ‘missed opportunities due to poorly structured territory assignments’. When sales teams fail to contact high-potential leads or struggle with uneven coverage, it’s often a symptom of weak territory design. Rather than merely dividing geographic areas on a map, territory planning in 2026… Read More »
Organizations use Dynamics 365 CRM (Dataverse) to store important documents, contracts, invoices, identity proofs, approval letters, and even email attachments. Everything is neatly stored inside CRM as File columns, Notes, or Email attachments. Now comes a simple request: “Can you send this document to the customer?” Sounds easy, right? But as soon as you try,… Read More »
No matter your role, end user, CRM admin, IT lead, or delivery partner, your Dynamics 365 CRM is expected to support real business work every day. But once the implementation partner exits and daily usage begins, most organizations discover an uncomfortable truth: CRMs don’t usually fail at implementation. They fail quietly after go-live. In this… Read More »
Customers want instant answers, personalised conversations, and human-like support, and WhatsApp has become the most natural place for those interactions to happen. But here’s the challenge… With hundreds (sometimes thousands) of WhatsApp conversations happening daily, how do businesses truly understand what customers feel? This is where Sentiment Analysis becomes a game-changer. Let’s explore how analysing… Read More »
This technical guide explains how to play audio files stored in a Dataverse File column directly inside Dynamics 365 using JavaScript. It is intended for Dynamics 365 developers, system customizers, and solution architects who want to enhance model-driven apps with audio-based diagnostics, alerts, or voice context. Dynamics 365 is designed to organize your data. It… Read More »
The 2026 Reality: Forecasting Is No Longer a Spreadsheet Problem If you lead sales or finance in 2026, you already know this truth: Your forecast is only as good as the insight behind it. Markets shift faster. Sales cycles are unpredictable. Leadership wants accuracy, not optimism. And yet, most forecasts are still based on: Gut… Read More »
If your Dynamics 365 environment feels slower than it used to, you’re not imagining it. As your system grows to include millions of records across Accounts, Contacts, Cases, Activities, and custom tables, search performance becomes the primary bottleneck, not storage. What once took minutes now takes seconds. And in high-volume environments, those seconds add up… Read More »
Managing file storage in Dynamics 365 can be challenging as attachments accumulate across emails, notes, and CRM records. When Dynamics 365 attachments storage isn’t organised effectively, it can lead to slower system performance, higher storage costs, and difficulty locating critical documents. This guide explains how to optimise file storage and streamline attachments in Dynamics 365… Read More »