Category Archives: Technical

How to Build a Cross-System Copilot Agent in Dynamics 365 Using MCP Server

Today’s businesses rarely operate within a single application. Applications such as Sales Hub, which manage leads, opportunities, accounts and revenue to help sales teams close deals faster. On the other hand, Customer Service helps handle cases, tickets and customer support interactions to deliver faster issue resolution. Field Service is used to schedule technicians, manage work… Read More: How to Build a Cross-System Copilot Agent in Dynamics 365… »

How to Use Playwright Inspector for Faster Test Debugging in Dynamics 365 CRM

Automation testing requires interacting with different UI elements in an application. Tests may fail for several reasons such as incorrect selectors, synchronization issues, or unexpected changes in the UI. Identifying reliable UI selectors is therefore crucial when writing complex automation scripts. One of the most common causes of UI automation failures is the use of… Read More: How to Use Playwright Inspector for Faster Test Debugging in… »

How to Use JSON Output in AI Builder Prompts for Structured Automation

If you’ve been working with AI in your business processes lately, you’ve probably run into a really frustrating roadblock: the gap between the chatty text an AI wants to give you and the structured data your automation actually needs. Let’s say you’re building a Power Automate flow to pull details out of customer emails. You… Read More: How to Use JSON Output in AI Builder Prompts for… »

How to Use Code Interpreter in Microsoft Copilot Studio to Analyze CSV and Excel Data

Microsoft Copilot Studio introduces Code Interpreter, a powerful capability that enables agents to generate and execute Python code to analyze structured data. With this feature, agents can perform tasks such as: Data aggregation Statistical analysis Forecasting Table joins Chart generation Code Interpreter allows agents to work with structured file formats such as CSV and Excel,… Read More: How to Use Code Interpreter in Microsoft Copilot Studio to… »

How to Use Static Results to Test Power Automate Flows Without Creating Duplicate Records

When you work with Power Automate, you’ll eventually run into situations where testing your flow repeatedly starts causing real problems in your data. You might overlook it at first, but once you discover Static Results, you’ll realize how powerful this small feature can be. Let’s walk through a real scenario so you can see exactly… Read More: How to Use Static Results to Test Power Automate Flows… »

Offline Capabilities in the Canvas App within Dynamics 365 – Part 3

Creating Offline Profiles Directly from Maker Studio In our previous blog, we explored how to enable offline capabilities in Canvas apps and how to manage offline data such as images and attachments within Dynamics 365. However, one important part of the offline setup was not fully streamlined creating and managing offline profiles. Previously, to configure… Read More: Offline Capabilities in the Canvas App within Dynamics 365 –… »

Improve Dynamics 365 Performance by Fixing PCF Refresh Storm

If you’ve been developing Power Apps Component Framework (PCF) dataset controls for Dynamics 365 Model-Driven Apps, you’ve probably hit this at some point: one PCF control calls context.parameters.dataset.refresh(), and suddenly every PCF control on the form fires its updateView() not just the one that triggered the refresh. On a simple form it might go unnoticed.… Read More: Improve Dynamics 365 Performance by Fixing PCF Refresh Storm »

Step-by-Step Guide to Creating Low-Code Plug-Ins for Copilot

While exploring the capabilities of low-code plug-ins in Dataverse in our previous blog, we experimented with a simple scenario involving billing details calculation. The objective was to implement a small piece of logic that calculates the total bill amount based on values such as price, duration, and user count. During the implementation, you may notice… Read More: Step-by-Step Guide to Creating Low-Code Plug-Ins for Copilot »

Adding Dataverse as a Knowledge Source in Microsoft Copilot Studio

As AI agents become increasingly embedded in enterprise workflows, providing accurate, up-to-date, and structured knowledge becomes essential. Microsoft Copilot Studio allows developers to connect agents directly to Dataverse tables, enabling agents to answer employee questions using real, structured enterprise data. With Dataverse as a knowledge source, your agent can handle HR, salary, leave, and other… Read More: Adding Dataverse as a Knowledge Source in Microsoft Copilot Studio »

Mastering Dynamics 365 UI Automation with Playwright – Part 2

In the previous blog, we tackled the hurdle of bypassing MFA using saved authentication states. While getting past the login screen is a victory, the real challenge in Dynamics 365 (D365) lies in the UI interaction with a few fields. Unlike standard web forms, D365 relies heavily on asynchronous components. If your script doesn’t respect… Read More: Mastering Dynamics 365 UI Automation with Playwright – Part 2 »