Category Archives: Technical

How to Monitor Power Platform Resources Using Alerts

Overview Managing a large-scale Microsoft Power Platform environment can be challenging, especially when it involves multiple Dynamics 365 CRM applications used across sales, service, and marketing teams. Performance issues such as slow loading, app crashes, or access failures can often go unnoticed until they escalate, impacting productivity and user experience. To address this challenge, the… Read More »

Step-by-Step Guide: Implementing the Power Pages Summary Component with Dataverse Tables

Overview Microsoft Power Pages continues to evolve as a powerful platform for building secure, low-code, data-driven websites. One of its latest additions, the Summary Component, brings the power of AI summarization directly into portals. The Summary Component allows developers and makers to automatically generate short, readable summaries from Dataverse data using the Power Pages Web… Read More »

How to Automate Document Signing with DocuSign in Power Automate

Introduction In an earlier Inogic post, “Streamlining E-Signatures in Multi-Step Forms with Power Pages and DocuSign Integration”, Our previous post demonstrated how Power Pages and DocuSign integration streamlines multi-step client data entry and signature workflow. In this article, we focus on the next step of how to use Power Automate together with DocuSign to automatically… Read More »

How to View Audit Storage by Entity in Dynamics 365 Using the GetAuditStorageDetails Action

Introduction In Microsoft Dynamics 365, auditing helps you keep track of what’s happening inside your CRM. Every time a record is created, updated, or deleted, the system records this activity as an audit log. While this is great for transparency and troubleshooting, there’s a challenge – the platform doesn’t directly show how much storage each… Read More »

How to Automate Email Workflows Using Autonomous and Multi-Agent AI Copilot

Imagine having an AI assistant that doesn’t just follow your commands but thinks, decides, and acts independently. With Autonomous and Multi-Agent capabilities in Microsoft Copilot Studio, that vision is now a reality. This powerful feature allows you to automate repetitive, time-consuming tasks such as managing emails by using intelligent agents that work independently or collaboratively… Read More »

How to Use “Describe a Page” in Power Apps: Create Model-Driven Pages with AI

Microsoft Power Apps continues to evolve with features that simplify the app-building experience for both developers and citizen makers. One of the newest additions to model-driven apps is the “Describe a page” feature (currently in preview). This new capability allows you to create pages by simply describing them in natural language, rather than manually configuring… Read More »

How to Auto-Fill Third-Party Web Forms Using Power Automate Desktop and JavaScript

In today’s digital workflows, teams across HR, operations, finance, and support deal with repetitive manual tasks every day. One of the most common inefficiencies is manually entering data into third-party web forms, especially when those portals do not provide APIs for direct integration. This repetitive work not only slows down productivity but also leads to… Read More »

How to Design Custom Approval Buttons in Outlook Email Using Power Automate (Step-by-Step Guide)

Microsoft’s standard approval emails make it easy to send and capture user feedback directly through Outlook. However, one major limitation is that when multiple users receive the same approval email, only the first response is considered, leaving others frustrated when they try to act on an already-approved request. To overcome this limitation and deliver a… Read More »

The Ultimate Guide to Row-Level Filtering in Dynamics 365 Customer Insights – Data

Working with massive datasets in Microsoft Dynamics 365 Customer Insights-Data can be challenging. If you’re dealing with millions of records from different data sources, managing and filtering out unwanted data to enhance system performance is key. Loading unnecessary data can create bottlenecks, slow down processing, and waste resources when creating segments, calculating measures, or building… Read More »

How to Automate Post-Case Resolution Surveys in Dynamics 365 with Copilot and Power Automate (Preview)

Exceptional customer service doesn’t end when a support ticket is closed. In many cases, the most insightful feedback comes after the resolution. Microsoft Dynamics 365 now offers a preview feature that enables organizations to automatically send satisfaction surveys to customers once a case is marked as resolved. In this blog post, we’ll walk you through… Read More »