It is 8:40 on a Tuesday. A sales rep is sitting in a contractor’s parking lot, minutes away from a renewal meeting for a rooftop unit order. He searches Dynamics 365 for the customer and finds three records: “Dan Walker, Brightline Mechanical,” “Daniel Walker, Brightline Mechanical Services,” and a third Dan Walker with a different… Read More: Duplicate Contacts in Dynamics 365: What to Do When a… »
What happens when a sales team’s AI-generated lead tracker needs to graduate to a developer-owned codebase, including the CLI gotchas nobody warns you about. Power Apps vibe lets you describe an app in plain English and generate a working application connected to Dataverse in minutes. That speed is useful for sales operations teams that need… Read More: From Prompt to Pro-Code: Converting a Power Apps Vibe CRM… »
When the person responsible for a Power Pages site moves to another role or leaves the organization, ownership should be transferred to someone who will manage the site going forward. Microsoft provides an option to transfer site ownership through the Power Platform admin center. This guide covers the process, the impact on Dataverse records, and… Read More: Transferring Ownership of a Power Pages Site: Step-by-Step Guide »
When a customer service team grows, they often face a big problem. Their shared support inbox fills up with noise. Real customer complaints need immediate attention. However, these important emails often get lost under vendor newsletters, out-of-office replies, and automated alerts. If you do not have an intelligent filter, every single email creates a new… Read More: Enhancing Customer Service Automation with AI Agents in Dynamics 365… »
Microsoft Dataverse provides several ways to retrieve data, including OData and FetchXML. While these approaches are well suited to Dataverse, developers coming from a relational database background may naturally think in terms of SQL. In this article, we will look at how Dataverse data querying traditionally works, what SQL querying through the Web API introduces,… Read More: SQL Meets Dataverse Web API: Query Microsoft Dataverse Data Using… »
Traditionally, creating a Dataverse solution involves manually creating tables, columns, relationships, and sample records through the Power Apps maker portal or by writing scripts and using Power Platform CLI. With Dataverse skills for coding agents, we can describe our requirements in natural language and let the coding agent implement them directly in the connected Dataverse… Read More: Build Dataverse Solutions Faster with a Coding Agent in Dynamics… »
If you have spent any time around a support queue in Dynamics 365, you know what a fresh case usually looks like. One long description where the actual problem is buried somewhere between an order number, a list of fixes the customer already tried, and a lot of frustration. The agent has to read the… Read More: The Case That Knows What to Do Next: Using AI… »
While working as a Dynamics 365 and Power Platform Consultant at a technology company, I was responsible for supporting and maintaining our Dataverse environments. Along with configuring tables, business processes, and user requirements, I also looked after environment health, data cleanup, and overall data management. As more teams started using the system, the amount of… Read More: Modernizing Dataverse Data Clean up With New Bulk Delete Capabilities »
We spend a lot of our time in Dynamics 365 CRM watching the same problem repeat itself in different forms: an agent, a bot, or a Copilot integration has data access, but no idea how our organization actually wants a task done. Give an AI agent the right permissions and it can read and write… Read More: Create and Use Business Skills in Dynamics 365 Using the… »
In Part 1, we explored how Prompt Columns in Microsoft Dataverse bring generative AI directly into business data, helping organizations automatically summarize, classify, and extract insights from records inside their existing workflows. But as AI adoption grows, businesses need more than intelligent automation, they need control. Running AI on every record can quickly become inefficient,… Read More: Optimizing Prompt Columns in Microsoft Dataverse with Filters: Part 2 »