Category Archives: Technical

How to Secure Emails in Dynamics 365 with Microsoft Purview Sensitivity Labels

At Technology, while working with Dynamics 365 Customer Service, I noticed a security gap that was hard to ignore. Our team handled all kinds of emails every day, including pricing discussions, contract details, internal escalations, customer environment information, and policy-related communications. Yet inside the system, every email looked the same. There was no clear way… Read More: How to Secure Emails in Dynamics 365 with Microsoft Purview… »

Using Xrm.Copilot.executeEvent to bring Copilot Studio into Your Model-Driven App

Modern business applications increasingly rely on AI to provide users with insights rather than just data. However, there are many scenarios where users must manually combine information from multiple records before deciding. The new preview Client API, Xrm.Copilot.executeEvent, helps bridge that gap by allowing client-side JavaScript in a model-driven app to trigger a specific Copilot… Read More: Using Xrm.Copilot.executeEvent to bring Copilot Studio into Your Model-Driven App »

Add AI-Powered Search Capabilities to Your Power Pages Site

Finding information quickly is one of the most important aspects of any website. As Power Pages sites grow with knowledge articles, documentation, FAQs, and business content, users often struggle to navigate through multiple pages to locate the information they need. To address this challenge, Microsoft has introduced the Search Component (Preview) for Power Pages. This… Read More: Add AI-Powered Search Capabilities to Your Power Pages Site »

Disable Click Through on Lookup Values in Forms

Microsoft has introduced the Disable Click-Through on Lookup Values in Forms feature in Dynamics 365 Field Service, giving administrators greater control over how lookup fields behave on model-driven forms. With this enhancement, lookup values can be displayed as plain text instead of clickable hyperlinks. This helps prevent accidental navigation to related records, allowing users to… Read More: Disable Click Through on Lookup Values in Forms »

AI-Assisted Power Apps Code App Development Using GitHub Copilot CLI

Power Apps Code Apps bring modern web application development into the Power Platform ecosystem by combining React-based applications with Dataverse and Power Platform services. Traditionally, creating a Code App requires developers to manually scaffold projects, configure data sources, build UI components, and deploy applications. With the introduction of Power Platform Skills for GitHub Copilot CLI,… Read More: AI-Assisted Power Apps Code App Development Using GitHub Copilot CLI »

Bulk Update of Multiple Bookings: Resource Reassignment and Time Shifting

Bulk Reassignment of Bookings to a Different Resource Dispatchers in field service often need to reschedule multiple bookings at once due to technician absence, emergencies, or sudden priority changes. Handling each booking individually is slow and increases operational effort. It also makes workload balancing difficult when several jobs must be redistributed quickly across resources. In… Read More: Bulk Update of Multiple Bookings: Resource Reassignment and Time Shifting »

Optimizing Prompt Columns in Microsoft Dataverse with Filters: Part 2

In Part 1, we explored how Prompt Columns in Microsoft Dataverse bring generative AI directly into business data, helping organizations automatically summarize, classify, and extract insights from records inside their existing workflows. But as AI adoption grows, businesses need more than intelligent automation, they need control. Running AI on every record can quickly become inefficient,… Read More: Optimizing Prompt Columns in Microsoft Dataverse with Filters: Part 2 »

A Smarter Way to Control Data Replication in Microsoft Fabric

Organizations increasingly use Microsoft Fabric to build analytics and reporting solutions powered by Microsoft Dataverse data. However, during the initial Dataverse-to-Fabric setup, administrators often faced a challenge: they had little control over which tables were synchronized. Previously, the first synchronization automatically replicated all eligible Dataverse tables, regardless of whether they were required for reporting or… Read More: A Smarter Way to Control Data Replication in Microsoft Fabric »

Dynamic Content Blocks in Customer Insights – Journeys: A Smarter Way to Manage Email Content

Managing email content across multiple customer journeys can quietly become a headache. You create a great promotion block, paste it into several emails, and the moment that promotion changes you’re back to editing every single one. Microsoft’s new Dynamic Content Blocks in Dynamics 365 Customer Insights Journeys is designed to solve exactly that. But before… Read More: Dynamic Content Blocks in Customer Insights – Journeys: A Smarter… »