Category Archives: Technical

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 »

Send Email with Options for the Approval Process using Power Automate

Microsoft has provided Power Automate which helps to manage the approval of documents or processes across several services including SharePoint, Dynamics 365, Salesforce, and OneDrive for business. It enables users to automate repetitive tasks and streamline workflows, improving productivity and efficiency. With its seamless integrations, Power Automate connects various platforms, making it easier to manage… Read More »

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 »

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 »

Boosting Canvas Apps with Copilot Control in Power Apps: A Complete Step-by-Step Guide

The Copilot control is a powerful AI assistant that allows users to engage with data in Canvas Apps using natural language conversations. By incorporating this AI-driven feature, app creators can offer users instant insights and automated solutions, greatly enhancing the user experience. In this blog, we’ll guide you through the process of adding the Copilot… Read More »

New Dynamics 365 Update – Disable Deletion of Core Mappings Restriction in CRM

As Dynamics 365 CRM continues to evolve, Microsoft frequently introduces new settings and features that streamline configuration and make the platform more customizable for developers and administrators alike. One such feature, which I’m excited to announce in this post, is a new setting that allows users to delete Out-of-the-Box (OOB) mappings directly within the CRM… Read More »

How to Set up Copilot to Use Specific SharePoint Folders in Dynamics 365 Sales: A Simple Guide

In today’s fast-paced sales world, time is crucial. With Copilot, you can easily access important documents stored in SharePoint from Dynamics 365 Sales. However, when searching for a specific document in CRM through SharePoint, you may get a flood of irrelevant results, making it frustrating to find the right one. That’s where Microsoft Dynamics 365… Read More »