Category Archives: Technical

Exploring Type and RecordOf functions in Power Fx

In Dynamics 365, when working with Power Apps inside the Dynamics 365 ecosystem, especially when consuming Dataverse APIs or Power Automate responses, developers often encounter challenges while handling structured data within a Canvas App. Many Dataverse entities, such as Account, contain nested or related records (for example, a Primary Contact). While it is possible to… Read More: Exploring Type and RecordOf functions in Power Fx »

Extend Your CRM Agent with REST API Tools – A Practical Guide

Microsoft Copilot Studio enables organizations to extend conversational agents using REST API tools defined via OpenAPI specifications. While native Dataverse connectors are ideal for internal CRM operations, REST tools become essential when CRM must integrate with external, real-time systems such as financial services, tax engines, or enterprise platforms. This blog demonstrates how a CRM Copilot… Read More: Extend Your CRM Agent with REST API Tools – A… »

How to Implement QR Code Generation in Dynamics 365 SSRS Reports

In Dynamics 365, generating SSRS-based documents such as invoices, statements, and account summaries is a common practice. However, modern business expectations have evolved beyond static reporting. Today’s reports are expected to be more interactive, enabling users to take immediate actions directly from the document, particularly for time-sensitive activities like payments. In such a scenario, it’s… Read More: How to Implement QR Code Generation in Dynamics 365 SSRS… »

Adding Native Confirmation Dialogs with Power Fx function

Before the built-in Confirm() function existed, adding a simple yes/no confirmation in Power Apps required significant manual effort. In canvas apps, developers typically had to create overlay screens, place message text and action buttons, and manage visibility and state with variables and formulas, similar behavior often demanded custom JavaScript or other workaround techniques. These bespoke… Read More: Adding Native Confirmation Dialogs with Power Fx function »

Modernizing Document Management in SharePoint with Autofill Columns

Document management in SharePoint is often underestimated. Many organizations believe simply creating a document library is enough. In reality, managing documents at scale becomes complex very quickly. As document volume increases, common challenges appear: Users rely on folders instead of structured metadata. File names become inconsistent. Metadata fields are left blank. Searching depends on keywords… Read More: Modernizing Document Management in SharePoint with Autofill Columns »

Automating UI Testing for Model Driven Apps with Power Platform Test Engine (Preview)

Model-driven apps in Power Platform provide a structured way to build data-centric applications using Dataverse where the user interface is automatically generated based on tables, relationships, and business logic. As these apps evolve it incorporates complex forms, business process flows, security roles, plugins, and integrations. Over the time the need for automated, reliable testing becomes… Read More: Automating UI Testing for Model Driven Apps with Power Platform… »

Creating Engaging, Animated Line Charts in Power BI with Custom Visuals

Power BI provides powerful built-in visuals, but sometimes you need custom behavior—such as animated line transitions when filters change. In this blog, we’ll build a custom animated line chart using pbiviz, TypeScript, and D3.js. By the end of this article, you’ll know how to: Create a custom Power BI visual using pbiviz Bind categorical data… Read More: Creating Engaging, Animated Line Charts in Power BI with Custom… »

How to Reduce AI Testing Risk in Dynamics 365 Using Copilot Studio

In the previous blog (Part I), you explored the overview of AI testing evaluation; now, you can dive deeper into the detailed functionality and practical implementation. If you work in IT, especially in a global organization, you understand how critical consistency and accuracy are in daily operations. As a Dynamics 365 CRM Engineer, you likely… Read More: How to Reduce AI Testing Risk in Dynamics 365 Using… »

How to Generate a Lead Summary with Copilot Actions using Power Automate Flow

Microsoft Copilot in Dynamics 365 Sales provides powerful AI-generated insights such as Lead summaries, opportunity summaries, relationship intelligence, and email drafting suggestions. While many users interact with these prompts directly within the Sales app, fewer organizations leverage them in automated scenarios. In this blog post, we’ll demonstrate how to incorporate outputs generated by Copilot in… Read More: How to Generate a Lead Summary with Copilot Actions using… »