Category Archives: Artificial Intelligence

Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)

In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics 365 CRM. Think of it as having a personal assistant integrated into your CRM system, providing real-time guidance and support as you work. Let’s explore how… Read More »

Automate Receipt Data Extraction and Entry into Excel with Power Automate AI Model

Receipt processing is a prebuilt artificial intelligence model available in Power Automate. It’s designed to analyze receipts using cutting-edge optical character recognition (OCR) technology. This model can understand both printed and handwritten text on receipts. Once it reads a receipt, it extracts important information such as the store’s name and address, the transaction’s date and… Read More »

How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM

Dynamics 365 CRM has introduced a new datatype Formula to explore more on adding a Power Fx formula column into Dataverse. You can follow the blog recently added. In addition to that Dynamics 365 CRM has come up with a new feature Get Formula suggestion (Preview) where users can easily get the formula by just… Read More »

Invoice Approval Process using Microsoft Teams and AI Model – Part 2

This blog is a continuation to part 1 of the 2-part blog series which will help you understand how to operate the AI model in automated flow and use the data parsed through AI builder. Part 1 – Route an email to external services and create an invoice approval request in Microsoft Teams Part 2… Read More »

Leverage the potential of Text Translation AI model in Dynamics 365 Apps

Introduction Microsoft is continuously adding new Prebuilt AI models which are very easy to use. Currently, there are a few new prebuilt AI models that Microsoft recently introduced, two of them are: 1) Text Translation 2) Receipt Processing model. For Receipt Processing Model, you can check out our blog here. In this blog, we will… Read More »

Create Records quickly in Dynamics 365 CRM by using new Microsoft Wave 2 feature – Business Card Scanner

Introduction: With the growth of machine learning and artificial intelligence in our day to day life, Microsoft is also embracing ML and AI in Dynamics 365 CRM. With the recent Wave 2 general availability release, Microsoft has added some really good features and one them is – Business Card Scanner. Microsoft has combined its latest… Read More »

How to enable and use Connection Insights feature in Dynamics 365 CRM

Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named ‘Connection Insights’. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub… Read More »