Category Archives: Technical

Simplify Record Search in Power Pages with Natural Language Search

Power Pages makes it relatively straightforward to build business portals. However, as the amount of data grows, helping users quickly find the right information becomes increasingly challenging. Take a Purchase Order Portal as an example. In the beginning, searching is simple because there are only a handful of purchase orders. But as the business grows,… Read More: Simplify Record Search in Power Pages with Natural Language Search »

Generate Temporary Download URLs in Dynamics 365 CRM Using GetFileSasUrl Function

Organizations use Dynamics 365 CRM (Dataverse) to store important documents, contracts, invoices, identity proofs, approval letters, and even email attachments. Everything is neatly stored inside CRM as File columns, Notes, or Email attachments. Now comes a simple request: “Can you send this document to the customer?” Sounds easy, right? But as soon as you try,… Read More: Generate Temporary Download URLs in Dynamics 365 CRM Using GetFileSasUrl… »

How to Automate Record Creation (Preview) in Dynamics 365 Customer Insights

Marketing teams generate valuable customer engagement through emails, events, forms, and digital campaigns, but converting that engagement into sales opportunities often involves manual effort and delayed follow-ups. Record Creation (Preview) in Dynamics 365 Customer Insights – Journeys helps automate this process by creating Microsoft Dataverse records when customers perform predefined actions within a journey. In… Read More: How to Automate Record Creation (Preview) in Dynamics 365 Customer… »

Build a Smart Copilot Studio Agent with Databricks Genie

AI agents are becoming a common way for teams to interact with business data. With Copilot Studio, you can quickly build agents that answer questions and automate everyday tasks. But what happens when users need answers based on thousands of CRM records instead of a handful of documents? That’s the challenge we set out to… Read More: Build a Smart Copilot Studio Agent with Databricks Genie »

Configure authentication with Security Agent in Power Pages

As part of the 2026 Release Wave 1, Microsoft introduced the Security Agent in Power Pages to help makers configure and improve website security using AI-powered guidance. One of its key capabilities is assisting with authentication configuration, making it easier to implement secure sign-in experiences while following Microsoft’s recommended security practices. Authentication is one of… Read More: Configure authentication with Security Agent in Power Pages »

Modern Data Grid vs Gallery vs Data Table in Power Apps Canvas Apps

Building business applications in Power Apps Canvas Apps often involves displaying and managing large amounts of data. Traditionally, developers have relied on classic controls such as Gallery, Data Table, Forms, and Buttons to build these experiences. While these controls are fully functional, creating a modern and responsive user interface often requires significant customization. Developers frequently… Read More: Modern Data Grid vs Gallery vs Data Table in Power… »

How to Set Up Compliance Profiles, Purposes, and Topics in Dynamics 365 Customer Insights

Every marketing message you send carries a hidden question: did this customer actually agree to receive it? Dynamics 365 Customer Insights – Journeys answers that question with built-in Compliance Management capabilities, letting organizations capture consent, honor communication preferences, and stay aligned with privacy regulations like GDPR and CAN-SPAM. In this guide, we’ll break down Compliance… Read More: How to Set Up Compliance Profiles, Purposes, and Topics in… »

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 »