Category Archives: Technical

Boost Customer Service with Multisession and Productivity Tools in Custom Apps

Meet Jack, a customer service representative working at a B2B company. He often finds himself too busy and stressed under a constant stream of cases, customer chats, and follow-ups. He juggles multiple conversations at once, trying to manage urgent support tickets while keeping up with ongoing inquiries. The back-and-forth causes him to lose track of… Read More: Boost Customer Service with Multisession and Productivity Tools in Custom… »

How to Add a Model-Driven App Chart to a Power Pages Portal using Liquid Code

Integrating charts from a model-driven app into a Power Pages portal can enhance data visualization and improve user experience by providing real-time insights directly within the portal. In this blog, we’ll walk through the process of adding a chart to a Power Pages portal using Liquid code ensuring a seamless experience for portal users. Use… Read More: How to Add a Model-Driven App Chart to a Power… »

Streamlining Data Access: By Managing Public Views with Security Roles in Dynamics 365 CRM

For instance, an IT company has different teams, such as sales, marketing, and product management, each working with distinct sets of data in Dynamics 365 CRM. However, the default public system view displays all data to every user within a team. This means a sales team admin who primarily needs to see “All Leads” must also navigate… Read More: Streamlining Data Access: By Managing Public Views with Security Roles… »

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… »