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 »
This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse, which you can read here. While that post focused on the setup and core concepts of the Prompt column, this article delves into how you can boost sales efficiency using Copilot custom prompts and AI Builder inputs. Sales… Read More »
Introduction: Managing CRM data often means endless clicks, multiple dashboards, and time-consuming searches. With Copilot in Dynamics 365 CRM model-driven apps, sales teams can now access information instantly through AI-powered chat. It is an intelligent system designed to understand your workflow. From tracking opportunities to summarizing customer interactions, your CRM (with AI Copilot) works like… Read More »
If you’ve been exploring Copilot and AI features in Microsoft Power Platform, you’ll notice a new column type in Dataverse: Prompt Column (Preview). This feature allows you to save natural language prompts against a table, run them on your data, and store the AI-generated response in the same record. The generated text can then be… Read More »
Microsoft introduces an enhanced Import from Excel experience for Dataverse, aimed at simplifying how App makers bring structured data into existing tables. Previously, importing Excel files, especially those with multiple sheets, was limited, often requiring manual mapping and strict formatting. With the new experience, the process is more streamlined, intelligent, and reliable, making it easier… Read More »
Workflows (also known as processes) in Dynamics 365 automate business logic such as approvals, field updates, or triggering other workflow actions. Sometimes, we need to check whether a workflow exists for a specific field before performing an action on a form. For example, when updating sensitive fields like Credit Limit or Risk Category, you may… 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 »
Introduction Just like we explored in Part 1, where Events in the PowerApps Component Framework (PCF) brought new possibilities to Model-Driven Apps, the same feature can be just as powerful in Canvas Apps. With Events, PCF controls can now trigger Power Fx expressions directly, enabling seamless interaction between the Custom UI components and App logic.… Read More »
The Power Apps Component Framework (PCF) has long empowered developers to create custom controls for Power Apps, but its interaction capabilities were historically limited. In model-driven apps, form interactions were confined to some core events, which are OnLoad, OnChange, TabStateChange, and OnSave, tied to the form lifecycle or field updates. PCF controls could only trigger… Read More »
We worked as Power Platform Administrators for our client on one of their financial services projects, where we managed multiple Power Pages sites. One day, an AI-generated summary on one of our public portals accidentally revealed sensitive client information on a public-facing portal, and it quickly became a huge problem. This wasn’t just a small… Read More »