Struggling with messy, inconsistent SharePoint folders for CRM records? If your teams manually create folders or share files without proper access control, you’re risking a security gap, lost documents, and
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Previously I have written articles on the Customer Intent agent in Dynamics 365 Customer Service and Contact Center where I explained how the Customer Intent agent works, and how to
Enable Customer Intent for Custom Agents in Copilot Studio! In previous videos I explained what the Customer Intent Agent is, how it works, and how to configure it. In this
Is Your Route Planning Still from 2019? Still juggling spreadsheets, Google Maps, and guesswork to plan your sales or service visits? In 2019, that might have worked. But in a
Verifying user privileges in Dynamics 365, such as access to prvReadQuote for compliance or operational purposes, often involves identifying which users hold specific privileges. Initially, a complex FetchXML query was
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