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 »
You’ve likely heard the term “omnichannel”, but what does it really mean for your business? Today’s customers expect seamless support across multiple channels, including WhatsApp, SMS, website live chat, social messaging, and Microsoft Teams. Miss a beat, and you risk frustrated customers, lost sales, and missed growth opportunities. Microsoft Dynamics 365 Omnichannel for Customer Service… Read More »
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 »
In the finance and banking sector, forecast accuracy is not just a sales metric; it’s a business risk indicator. Whether it’s corporate lending, investment advisory, insurance sales, or relationship banking, leaders must predict outcomes with precision. Yet many financial institutions still rely on: Manual pipeline reviews Static lead scoring rules Lagging performance indicators This is… Read More »
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 »
Many organizations invest heavily in Microsoft Dynamics 365 only to find their teams still drowning in manual spreadsheets, disconnected processes, and a “one size fits all” interface that doesn’t quite fit anyone. The gap between having data and actually using it to drive growth is often wider than expected. The problem is simple: generic CRM… Read More »
As AI agents become deeply embedded in enterprise workflows, ensuring their reliability, accuracy, and consistency is no longer optional it is essential. Unlike traditional software systems, Copilot agents are powered by Large Language Models (LLMs), which inherently introduce response variability. Manual testing methods such as ad hoc question-and-answer validation do not scale effectively and fail… Read More »
If you’re using Microsoft Dynamics 365, you probably already have pipeline visibility. You can see your opportunities by stage. You can drag deals across columns. You know what’s open and what’s moving. But here’s the real question: Does your Kanban board help you close deals, or does it only help you see them? Most Dynamics… Read More »
In many organizations, invoice approvals are still manual, slow, and inconsistent. Small invoices don’t need human intervention, while high-value invoices must go through managers or finance teams. However, most systems treat all invoices the same, leading to delays and unnecessary approvals. In this blog, we design a smart multi-stage invoice approval process using Copilot Agents… Read More »
I work in insurance, which means two things are always true. One, my calendar looks ambitious every morning. Two, reality laughs at my calendar by lunchtime. Hi! I am Dave, and welcome to in who finally stopped wrestling with chaos and started working with Maplytics. The coffee is strong, the roads are unpredictable, and the… Read More »