Category Archives: Technical

How To Add a Copilot Page in the Site Map Entry to Your Custom Sales App?

AI tools like Copilot in Dynamics 365 Sales are revolutionizing how organizations interact with data, automate tasks, and enhance customer engagement. For organizations leveraging custom sales applications within Dynamics 365, ensuring seamless access to Copilot is critical for maximizing its potential. By integrating the Copilot page into your custom sales app’s site map, you can… Read More: How To Add a Copilot Page in the Site Map… »

Use Governance Controls to Disable Anonymous Access in Power Pages (Preview)

In today’s digital world, most businesses and organizations prioritize protecting sensitive data. Power Pages gives administrators the power to disable anonymous access to their websites, which ensures that only authenticated users can view sensitive information. This entry covers how one can define anonymous access, explain its importance, and explore governance controls that can effectively eliminate… Read More: Use Governance Controls to Disable Anonymous Access in Power Pages… »

Process Mining Capability in Power Automate

Process mining is a research area and technology that helps businesses understand their actual processes, and how they operate, and identify opportunities for improvement, automation, and digitalization. Process mining can be simply described as analyzing processes using event log data. Process mining is a powerful tool that offers the following benefits: Efficiency Improvement: process mining… Read More: Process Mining Capability in Power Automate »

Retrieving Dynamics 365 Data Using SQL in Plugin: TDS Endpoint

In Dynamics 365, the TDS (Tabular Data Stream) endpoint allows developers to query Dataverse data using SQL-like commands. For example, suppose a sales manager wants to find the top three accounts with the highest revenue. Here’s how they can use the TDS endpoint to get that data. Why Use SQL for Retrieving D365 Data? Familiar… Read More: Retrieving Dynamics 365 Data Using SQL in Plugin: TDS Endpoint »

Allowing Image Input and Analysis in Microsoft Copilot Studio

Welcome to the world of Microsoft Copilot Studio, where we will learn to make use of yet another feature that is included in Microsoft Copilot Studio. Microsoft Copilot Studio allows users to upload images; now this feature allows your agents to analyse images and respond accordingly. Let’s see how to properly make use of this… Read More: Allowing Image Input and Analysis in Microsoft Copilot Studio »

Harnessing Dynamics 365 Copilot to Access Tailored Content from SharePoint

As a salesperson, your success depends on providing accurate and on-time information to your clients. Whether it’s product brochures, pricing details, sales pitches, or specifications, having instant access to this data is critical. Most of these clients store this kind of information in SharePoint folders, but searching for it manually can be time-consuming. This is… Read More: Harnessing Dynamics 365 Copilot to Access Tailored Content from SharePoint »

How to Send Approval Emails with Options Using Power Automate (Step-by-Step Guide)

Microsoft Power Automate enables organizations to automate approval processes and document workflows across multiple platforms, including SharePoint, Dynamics 365, Salesforce, and OneDrive for Business. It helps eliminate manual follow-ups, reduce delays, and ensure consistent decision-making across teams. One powerful yet often underutilized feature in Power Automate is the “Send Email with Options” action, which allows… Read More: How to Send Approval Emails with Options Using Power Automate… »

How to Use User-Defined Functions and User-Defined Types in Canvas Apps

Building Canvas Apps in PowerApps presents a challenge. Microsoft has provided great built-in functions, but what if your App needed something other than the built-in functions? You would have to create workarounds—repeating formulas, juggling nested logic, and spending extra time managing it all. It worked, but it wasn’t ideal. Now, Microsoft is upgrading the process… Read More: How to Use User-Defined Functions and User-Defined Types in Canvas… »

Automatically Categorize Your Data with AIClassify in Dynamics 365 CRM

One of our clients had a significant challenge managing their emails. They spent countless hours reading each email and manually categorizing them into groups such as Marketing, Customer Support, Billing and Finance, and more. This process was slow, tiring, and often led to inaccuracies. To make managing these categorized emails even easier, we created a… Read More: Automatically Categorize Your Data with AIClassify in Dynamics 365 CRM »

How to Add & Subtract Date Values With Formula Column in Power Apps

In one of our previous blog, we explored how to add and subtract dates using Date Time functions in Power Automate. This blog will demonstrate how to achieve the same functionality using the Formula Column in Power Apps. With this approach, there is no need to create a Power Automate flow to handle date calculations.… Read More: How to Add & Subtract Date Values With Formula Column… »