Category Archives: Technical

Building Translytical Flows in Power BI Reports

Microsoft has introduced Translytical Task Flows (Preview) in Power BI — a groundbreaking capability that brings transactional actions directly into the analytical environment. With this new feature, users can initiate tasks such as creating, updating, or deleting records, and even trigger automated workflows — all within a Power BI report. This marks a major shift… Read More »

How to Configure Generative AI Plugin in Copilot for Improved Customer Service

Microsoft has added new AI features to Dynamics 365 Customer Service to improve customer support. One of the most useful additions is the Customer Service (preview) plugin, which works right away with no setup needed. With this plugin, Copilot can get information straight from your case records and related data. Support agents can just ask… Read More »

Retrieving Masked Field Values Programmatically in Dynamics 365

Are you working on a Dynamics 365 Customer Engagement (CE) project and struggling to integrate a payment system that requires access to sensitive data—like a customer’s full bank account number? You’re not alone. Imagine this: you’re developing with backend plugins, operating under elevated privileges, and fully expecting the System Admin service to give you unrestricted… Read More »

Using Aggregate Functions with QueryExpression in Dynamics 365

Introduction In Microsoft Dataverse (Power Apps), there is often a need to retrieve summarized or aggregated data, such as counts, averages, sums, minimums, or maximums, rather than retrieving every individual record. Traditional query methods using QueryExpression focus on row-level data retrieval and do not inherently support aggregate functions. This creates challenges for developers who need… Read More »

Automating Local Document Retrieval and Email Drafting with Attachment by Using Copilot Studio Part 1

In the age of information, effectively searching, aggregating, and sharing pertinent information is vital in terms of productivity. This blog describes an end-to-end solution developed with Microsoft Copilot Studio for automating information extraction from local document stores. Furthermore, it details the seamless drafting of emails, providing a holistic approach to information management and communication. Imagine… Read More »

How to Create Effective AI Prompts Using Copilot in Power Apps

In this blog, we will explore how you can simplify and accelerate your AI prompt creation process using Microsoft’s powerful “Draft with Copilot” feature in the AI Prompt Builder. Whether you’re drafting customer emails, summarizing feedback, or generating business proposals, this tool helps you create well-structured, context-aware prompts effortlessly, saving you time and improving consistency… Read More »

Exploring the Potential of Power Fx Functions (Preview) in Power Apps

As developers, we often encounter scenarios where the same logic needs to be written in multiple places. This may result in code redundancy and possible discrepancies. To address this, Microsoft has introduced Power Fx Functions (Preview) — enabling a low-code approach to creating reusable logic within Power Apps. With Power Fx Functions, you can define… Read More »