In every Dynamics 365 or Power Apps implementation, it’s common to require fields where users select values from predefined lists—such as Job Title, Customer Category, Priority, or Region. These lists are typically implemented using Choice fields (Option Sets) or custom Lookup fields referencing separate entities. A common challenge when configuring Option Sets in Dynamics 365… Read More »
As Microsoft’s Copilot becomes an integral part of the Dynamics 365 CRM ecosystem, understanding how users interact with it has become essential for businesses aiming to enhance their digital customer experience. Recently, a client approached us with a unique requirement – they wanted to capture the user details like username, Business Unit, Timestamp, and the… Read More »
In our previous blog, we covered regenerating the SAS key to secure Power Automate flows. While security is important, another challenge is managing callback URLs, which are crucial for external applications to trigger automation, especially in large-scale implementations. Manually accessing the Power Automate portal, finding the flow, and copying the callback URL each time is… Read More »
When working with workflows triggered by HTTP requests, you may face a common challenge, i.e., ensuring that only authorized users can start the workflow. In many cases, you might need to restrict access so that only specific users within your organization can trigger it. When a workflow is triggered by an HTTP request, controlling who… Read More »
Process mining is a research area and technology that helps businesses understand their actual processes, and how they operate, and identify opportunities for improvement, automation, and digitalization. Process mining can be simply described as analyzing processes using event log data. Process mining is a powerful tool that offers the following benefits: Efficiency Improvement: process mining… Read More »
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 »
Receipt processing is a prebuilt artificial intelligence model available in Power Automate. It’s designed to analyze receipts using cutting-edge optical character recognition (OCR) technology. This model can understand both printed and handwritten text on receipts. Once it reads a receipt, it extracts important information such as the store’s name and address, the transaction’s date and… Read More »
The key phrase extraction model identifies the main topics in a text document. For example, if you have a sentence like “The movie was entertaining and the acting was impressive!”, the model would extract key phrases such as “movie”, “entertaining”, and “acting”. This model helps to identify and list important themes or subjects from unstructured… Read More »
As generative AI builder tools are becoming more and more popular, it is worth learning and using them to get the most out of them. One of the exciting features among AI builder tools is “AI Prompts” which are now generally available. AI prompts are used as a guide for AI models to generate the… Read More »
Microsoft has provided Customer Voice Surveys which help an organization to design the Survey where users can provide feedback by answering the questions within the Survey. Customer Voice allows Survey Designers to design effective Survey using various types of Questions such as Text, Date, Rating, Likert, File Upload, etc. Once the customer voice survey is… Read More »