Introduction In an earlier Inogic post, “Streamlining E-Signatures in Multi-Step Forms with Power Pages and DocuSign Integration”, Our previous post demonstrated how Power Pages and DocuSign integration streamlines multi-step client data entry and signature workflow. In this article, we focus on the next step of how to use Power Automate together with DocuSign to automatically… 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 »
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 »
Exceptional customer service doesn’t end when a support ticket is closed. In many cases, the most insightful feedback comes after the resolution. Microsoft Dynamics 365 now offers a preview feature that enables organizations to automatically send satisfaction surveys to customers once a case is marked as resolved. In this blog post, we’ll walk you through… Read More »
If you often build automation flows in Power Automate, you’ve probably used the “List rows” action to pull data from Microsoft Dataverse. It’s useful for basic data retrieval—but when your data grows or you need to search across multiple tables, it starts to hit limitations. That’s where the “Search Rows (Preview)” action comes in. It… Read More »
Building automation flows can be complex, especially when you need to repeatedly explain context or re-describe variables and actions to your AI assistant. But what if your AI companion could remember everything you’ve discussed and build upon previous conversations seamlessly? That’s exactly what Copilot in Power Automate Desktop delivers! Microsoft’s Copilot for Power Automate Desktop… Read More »
Introduction Often, we encounter challenges in mission-critical flows that drive key departmental or enterprise-wide processes, including bulk operations. While these flows are essential for business continuity, they can face disruptions in multiple ways, such as ownership changes due to role transitions or user deactivation, or exhausting daily Power Platform flow request limits. For example, if… Read More »
While creating a Power Automate flow, I discovered an exciting new feature called the “Savings” (Preview) feature in Power Automate. When I tried it, I found it very helpful for those looking to reduce costs by automating tasks with Power Automate flows instead of performing them manually. This feature helps you record exactly how much… Read More »
In every Dynamics 365 or Power Apps implementation, it’s common to require fields where users select values from predefined lists—such as Job Title, Customer Category, Priority, or Region. These lists are typically implemented using Choice fields (Option Sets) or custom Lookup fields referencing separate entities. A common challenge when configuring Option Sets in Dynamics 365… Read More »
As Microsoft’s Copilot becomes an integral part of the Dynamics 365 CRM ecosystem, understanding how users interact with it has become essential for businesses aiming to enhance their digital customer experience. Recently, a client approached us with a unique requirement – they wanted to capture the user details like username, Business Unit, Timestamp, and the… Read More »