Category Archives: Technical

How to Use “Describe a Page” in Power Apps: Create Model-Driven Pages with AI

Microsoft Power Apps continues to evolve with features that simplify the app-building experience for both developers and citizen makers. One of the newest additions to model-driven apps is the “Describe a page” feature (currently in preview). This new capability allows you to create pages by simply describing them in natural language, rather than manually configuring… Read More »

How to Auto-Fill Third-Party Web Forms Using Power Automate Desktop and JavaScript

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 »

How to Design Custom Approval Buttons in Outlook Email Using Power Automate (Step-by-Step Guide)

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 »

The Ultimate Guide to Row-Level Filtering in Dynamics 365 Customer Insights – Data

Working with massive datasets in Microsoft Dynamics 365 Customer Insights-Data can be challenging. If you’re dealing with millions of records from different data sources, managing and filtering out unwanted data to enhance system performance is key. Loading unnecessary data can create bottlenecks, slow down processing, and waste resources when creating segments, calculating measures, or building… Read More »

How to Automate Post-Case Resolution Surveys in Dynamics 365 with Copilot and Power Automate (Preview)

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 »

How to Use the “Search Rows (Preview)” Action in Power Automate for Smarter Dataverse Queries

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 »

Multilingual Agents in Microsoft Copilot Studio: Enabling Multi‑Language Conversational AI

Nowadays, customer interactions often span many languages. Microsoft’s Copilot Studio provides a powerful way to build multilingual agents, chat agents or bots that can seamlessly converse in more than one language while being maintained as a single agent. What is a Multilingual Agent? A multilingual agent in Copilot Studio is an agent that: Has one… Read More »

Synchronous vs Asynchronous Workflows in Dynamics 365 CRM: Best Practices for Large Data Sets – Part 1

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 »

Enhancing Secure Sign-Ins with Temporary Access Pass in Azure Active Directory

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 »

How to Use Copilot to Create Inspection Templates in Dynamics 365 Field Service from PDF and Image Uploads (2025 Guide)

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 »