Category Archives: Technical

Dynamics 365 Solution Consolidation: How to Use CloneAsSolutionRequest to Merge Patches and Clean Up Your Environment

Introduction In Dynamics 365 and the Power Platform, solutions are the primary vehicle for application lifecycle management (ALM). As a best practice, direct changes to the base (parent) solution in production or UAT environments should be avoided. Instead, every hotfix or small enhancement should be applied via patches. Each patch adds a separate layer on… Read More: Dynamics 365 Solution Consolidation: How to Use CloneAsSolutionRequest to Merge… »

How to Automate Formula Writing in Power Automate Using Copilot

As developers, we use Power Automate to handle everyday tasks and automate small parts of our work. Flows help reduce manual effort, improve accuracy, and make repeated tasks run smoothly. But just like many of us experience, we often face one big challenge, i.e., writing expressions. Expressions may look small, but they require time and… Read More: How to Automate Formula Writing in Power Automate Using Copilot »

AI-Driven Process Diagrams in Plan Designer: Transforming Requirements into Visual Workflows

The initial release of Plan Designer delivered strong capabilities for generating detailed requirement documentation, but it lacked one critical component: visualising how those requirements come together as a complete business process. Without a visual workflow, teams had to interpret written requirements on their own, often leading to gaps in understanding, misalignment between business and technical… Read More: AI-Driven Process Diagrams in Plan Designer: Transforming Requirements into Visual… »

How to Build Environment-Aware Flows by Fetching CRM Metadata Dynamically in Power Automate

Stop relying on OData workarounds and use a professional API-based pattern instead. When building flows in Power Automate, you often need environment-specific metadata like the CRM base URL, Dataverse environment URL, or Azure Tenant ID. These values are essential when sending automated emails, calling external APIs, generating dynamic links, or logging metadata for audit scenarios.… Read More: How to Build Environment-Aware Flows by Fetching CRM Metadata Dynamically… »

How to Enhance Agent Transparency in Power Apps Using Agent Feed

As more makers start adopting supervised agents in Power Apps, one question comes up frequently: “How do I know what my agents are doing behind the scenes?” Agents are incredibly useful, but like any automation, they can pause, miss required data, or stop without providing a clear explanation. To address this, Microsoft introduced Agent Feed… Read More: How to Enhance Agent Transparency in Power Apps Using Agent… »

How to Use Modern Invoicing in Project Operations

Managing invoicing within project operations is an integral part that project managers use on a daily basis for billing purposes. Earlier invoicing in Project Operations required multiple clicks and a lot of manual work, as features like bulk editing, consolidation of line items were not feasible. With Microsoft’s new Modern Invoice experience, the entire process… Read More: How to Use Modern Invoicing in Project Operations »

Mastering Power Platform Security: A Complete Guide to Protecting Your CRM Data

The Security Overview page in the Power Platform admin center serves as a centralized dashboard where you can monitor security, review your security score, and activate recommended policies. For CRM administrators managing Dynamics 365 and Power Platform environments, understanding these security features is essential to safeguarding your organization’s data. Introduction Microsoft Power Platform enables organizations… Read More: Mastering Power Platform Security: A Complete Guide to Protecting Your… »

How to Accelerate Power Pages Development Using Server Logic?

When developing portals or websites using Power Pages, makers often rely on client-side scripting or external flows to implement business rules, integrations, and data operations. While this approach works, it can sometimes introduce challenges around security, maintenance, and consistency. The introduction of Server Logic in Power Pages helps overcome these limitations by moving your business… Read More: How to Accelerate Power Pages Development Using Server Logic? »

How to Automate Image Descriptions with AI Builder in Power Automate

In today’s fast-paced digital world, automating repetitive tasks not only saves time but also significantly improves productivity. Microsoft now offers a powerful preview AI model that enables automatic generation of image descriptions using the AI Builder’s prebuilt Image Description model in Power Automate Flow. This smart tool analyzes your images and generates easy-to-understand, meaningful descriptions.… Read More: How to Automate Image Descriptions with AI Builder in Power… »

A Practical Guide to Background Operations and Callback URL in Dynamics 365: Part 2

Handling large-scale data tasks in Dynamics 365 CRM can be challenging, especially when syncing thousands of records with external systems. Background Operations allow these resource-intensive tasks to run asynchronously, keeping the system responsive. In this article, we’ll walk through the technical setup using a practical scenario: syncing thousands of records with an external system. You’ll… Read More: A Practical Guide to Background Operations and Callback URL in… »