Microsoft Dynamics 365 CRM Tips and Tricks

How to Automate Project Assignment in Dynamics 365 Using Power Automate and Power Apps Code Apps

This blog demonstrates how to automate project assignments in Microsoft Dynamics 365 using Microsoft Power Automate and Power Apps Code Apps, where unassigned projects are retrieved from Dataverse and automatically assigned to developers based on project scale and developer skill level. Business Scenario An IT services company manages multiple software development projects across different technologies… Read More »

Manage WhatsApp, SMS, and Live Chat Directly Inside Dynamics 365 CRM!

Modern customers expect businesses to respond instantly, personalize every interaction, and maintain conversation continuity across channels. A customer may start a conversation on live chat, continue it on WhatsApp, and expect support updates through SMS – without repeating information at every step. But for many businesses, customer communication is still fragmented. Sales teams switch between… Read More »

How to Build AI-Generated Charts and PDFs in Dynamics 365 Using a PCF Control

We spend a lot of time working inside Dynamics 365 CRM forms. Accounts, Opportunities, Cases and other commonly used entities. One area that always had room for improvement was how data gets presented within those forms. For example, if a sales manager wants to see the pipeline breakdown for a specific Account, they typically have… Read More »

3 Situations Where Dynamics Maps Made All the Difference in Healthcare

Healthcare teams do not have time to waste navigating spreadsheets, disconnected systems, or inefficient routes. Whether it is a medical equipment rep visiting hospitals, a home healthcare coordinator handling urgent requests, or a patient searching for a specialist in an unfamiliar city, location, and timing directly impacts outcomes. Many of these organizations already use Dynamics… Read More »

Enhancing Customer Service Operations with Copilot Immersive Preview in Dynamics 365

Microsoft Dynamics 365 Customer Service provides AI-powered assistance through Copilot features that help customer service representatives improve productivity and streamline support operations. One of the latest additions is Copilot immersive (preview), which introduces a conversational workspace experience directly inside Dynamics 365 Customer Service. In this blog, we will explore how to enable Copilot immersive preview,… Read More »

Power BI April 2026 Update: What’s New and Why It Matters

Microsoft just pushed one of its most practical Power BI updates of the year. Here is everything that changed, explained. What is in the April 2026 Update? Power BI’s April 2026 release focuses on three core areas: AI and Copilot, reporting and visuals, and data modeling. There are also a few important deprecations every user… Read More »

Enhancing Power Pages Security Using Security Agent

In today’s digital-first business environment, customer portals are expected to deliver far more than convenience. They must provide a seamless user experience while maintaining strong security, compliance, and data protection standards. For organizations using Microsoft Power Pages, balancing usability with security is often one of the biggest operational challenges. Our team recently experienced this firsthand… Read More »

Accelerate Power Pages Development Using Server Logic: Part 2

In the previous blog, the “what” and “why” of Server Logic were explored. This entry takes the concept further by demonstrating the implementation of a full CRUD (Create, Read, Update, Delete) interface that communicates with an external OData service. The goal here is simple: move the “heavy lifting” to the server so your frontend stays… Read More »

How AI Recommends the Next Best Action in CRM (With Real Examples)

Most teams using Dynamics 365 have access to rich customer data, detailed activity history, and powerful dashboards. Yet a common problem remains: users still don’t know what to do next. They open a record, review data, and pause to decide the next step. That delay, repeated across deals and cases, impacts productivity, response time, and… Read More »

How to Perform CRUD Operations in Microsoft Dataverse with Python

Microsoft Dataverse is widely used for storing and managing business data in Power Platform applications. In many real-world scenarios, developers need to integrate external applications, automate processes, or perform bulk data operations using Python. In this blog, we will learn how to connect Python with Microsoft Dataverse using Azure App Registration and perform CRUD (Create,… Read More »