Every CRM professional has faced this at some point: a workflow that performs flawlessly in testing but slows everything down when deployed at scale. You must have encountered this while handling a bulk update of 10,000 account records during a data migration in Dynamics 365 CRM. Although triggering a synchronous workflow in Dynamics 365 CRM… Read More »
Introduction While working on improving user account recovery scenarios, a common challenge often arises: how to securely allow a user to sign in and configure their authentication methods when their usual sign-in mechanisms (such as a mobile device or MFA method) are unavailable. To address this, Microsoft offers a feature in Azure Active Directory (Azure… Read More »
Microsoft’s Dynamics 365 Field Service mobile app empowers field technicians to manage tasks, log inspections, and ensure compliance directly from their mobile devices or browsers. A core feature of this platform is the Inspection Template, which helps technicians record system status quickly and accurately on-site. Traditionally, building inspection templates were a manual, time-consuming process. However,… Read More »
Artificial intelligence is transforming the way we work, and Microsoft continues to push the boundaries with innovations in Copilot Studio. One of the most exciting preview features is Computer Use, a tool that enables Copilot agents to perform tasks directly on Windows desktops and web applications, just like a human would. Instead of relying on… 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 »
Organizations often use multiple platforms to manage their operations. While Microsoft Dynamics 365 excels at customer relationship management, Databricks provides powerful data processing and machine learning capabilities. But what if you could seamlessly connect these two platforms to ensure real-time data synchronization? Sounds great, right? Microsoft’s Power Platform Custom Connectors solve this integration challenge by… Read More »
Imagine yourself managing a sprawling Dynamics 365 solution, bloated with thousands of components, including web resources, entities, and plugins, many of which are unused web resources with no dependencies. Cleaning them up via the Power Apps maker portal (https://make.powerapps.com/) means scrolling through endless lists and manually deleting each one, a tedious and error-prone task. One… Read More »
In Dynamics 365, the traditional way of sharing records involves manually managing user and team permissions. But what if you could simply generate a secure link and share it, so that anyone who clicks on it instantly gets access to the record? Sounds interesting, right? Microsoft’s GenerateSharedLink Action solves this problem by allowing users to… Read More »
Running a live Power Pages website means ensuring constant availability for your end users. But sometimes, you need to pause, maybe to push a critical update, roll out new features, or fix an unexpected issue. That’s where Maintenance Mode comes into play. In this blog, you’ll learn: What Maintenance Mode is and why it matters… Read More »
Have you ever closed a customer chat and wondered how to keep track of what actually happened? Was the issue resolved, escalated, or left open? This is where Disposition Codes in Microsoft Copilot Service Admin Center come in. Disposition Codes help agents categorize the outcome of each customer interaction across channels like chat. For managers,… Read More »