Category Archives: Technical

Step-by-Step Guide to Creating Low-Code Plug-Ins for Copilot

While exploring the capabilities of low-code plug-ins in Dataverse in our previous blog, we experimented with a simple scenario involving billing details calculation. The objective was to implement a small piece of logic that calculates the total bill amount based on values such as price, duration, and user count. During the implementation, you may notice… Read More »

Adding Dataverse as a Knowledge Source in Microsoft Copilot Studio

As AI agents become increasingly embedded in enterprise workflows, providing accurate, up-to-date, and structured knowledge becomes essential. Microsoft Copilot Studio allows developers to connect agents directly to Dataverse tables, enabling agents to answer employee questions using real, structured enterprise data. With Dataverse as a knowledge source, your agent can handle HR, salary, leave, and other… Read More »

Exploring Type and RecordOf functions in Power Fx

In Dynamics 365, when working with Power Apps inside the Dynamics 365 ecosystem, especially when consuming Dataverse APIs or Power Automate responses, developers often encounter challenges while handling structured data within a Canvas App. Many Dataverse entities, such as Account, contain nested or related records (for example, a Primary Contact). While it is possible to… Read More »

Extend Your CRM Agent with REST API Tools – A Practical Guide

Microsoft Copilot Studio enables organizations to extend conversational agents using REST API tools defined via OpenAPI specifications. While native Dataverse connectors are ideal for internal CRM operations, REST tools become essential when CRM must integrate with external, real-time systems such as financial services, tax engines, or enterprise platforms. This blog demonstrates how a CRM Copilot… Read More »

How to Implement QR Code Generation in Dynamics 365 SSRS Reports

In Dynamics 365, generating SSRS-based documents such as invoices, statements, and account summaries is a common practice. However, modern business expectations have evolved beyond static reporting. Today’s reports are expected to be more interactive, enabling users to take immediate actions directly from the document, particularly for time-sensitive activities like payments. In such a scenario, it’s… Read More »

Adding Native Confirmation Dialogs with Power Fx function

Before the built-in Confirm() function existed, adding a simple yes/no confirmation in Power Apps required significant manual effort. In canvas apps, developers typically had to create overlay screens, place message text and action buttons, and manage visibility and state with variables and formulas, similar behavior often demanded custom JavaScript or other workaround techniques. These bespoke… Read More »

Modernizing Document Management in SharePoint with Autofill Columns

Document management in SharePoint is often underestimated. Many organizations believe simply creating a document library is enough. In reality, managing documents at scale becomes complex very quickly. As document volume increases, common challenges appear: Users rely on folders instead of structured metadata. File names become inconsistent. Metadata fields are left blank. Searching depends on keywords… Read More »

Automating UI Testing for Model Driven Apps with Power Platform Test Engine (Preview)

Model-driven apps in Power Platform provide a structured way to build data-centric applications using Dataverse where the user interface is automatically generated based on tables, relationships, and business logic. As these apps evolve it incorporates complex forms, business process flows, security roles, plugins, and integrations. Over the time the need for automated, reliable testing becomes… Read More »