Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo
Mar18

Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo

I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details.  After assessing the requirement, it became clear that manually copying information from one email to...

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Power Pages custom domain and RRset conflict error
Mar18

Power Pages custom domain and RRset conflict error

When you create a Power Pages site, it will be available under the “powerappsportals.com” domain. If you want it to be part of your actual Internet real estate, you may want to add it to your organisation’s domain. The process of adding a custom domain to the Power Pages website is well documented here. What’s omitted, though, is an interesting detail you may face when doing it… Continue Reading...

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How to optimize fetching multiple columns of a record

Learn how to optimize fetching of multiple columns using Lookup! Should you fetch each column separately or can you fetch all at once? The post How to optimize fetching multiple columns of a record appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to optimize fetching multiple columns of a record Learn how to optimize fetching of multiple columns using Lookup! Should...

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How to optimize Lookup function by not using dot operator
Mar18

How to optimize Lookup function by not using dot operator

Learn how to optimize the Lookup function by not using the dot operator! Sounds counter intuitive but the difference is huge! The post How to optimize Lookup function by not using dot operator appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to optimize Lookup function by not using dot operator Learn how to optimize the Lookup function by not using the dot operator!...

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Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!
Mar15

Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!

The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting up SharePoint and Dynamics 365 CRM integration. You can...

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How to create a responsive pop-up using layout containers
Mar13

How to create a responsive pop-up using layout containers

There are several elements in an app that can be made responsive. Learn how to make a pop-up responsive using layout containers! The post How to create a responsive pop-up using layout containers appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to create a responsive pop-up using layout containers There are several elements in an app that can be made responsive. Learn...

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How to create a responsive pop-up using traditional containers
Mar13

How to create a responsive pop-up using traditional containers

There are several elements in an app that can be made responsive. Learn how to make a pop-up responsive using traditional containers! The post How to create a responsive pop-up using traditional containers appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to create a responsive pop-up using traditional containers There are several elements in an app that can be made...

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How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM
Mar13

How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM

Dynamics 365 CRM has introduced a new datatype Formula to explore more on adding a Power Fx formula column into Dataverse. You can follow the blog recently added. In addition to that Dynamics 365 CRM has come up with a new feature Get Formula suggestion (Preview) where users can easily get the formula by just passing the expression. Let’s enable this feature first by following the below steps: Login to Power Platform Admin Center...

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Power Automate teamed with Azure OpenAI Services to track conversations using Keywords!
Mar12

Power Automate teamed with Azure OpenAI Services to track conversations using Keywords!

Sarah, a bright-eyed sales associate at Peck Packaging, felt a familiar pang of frustration. A potential client, Miss Atkins, had mentioned budget concerns in their last email, but the details were buried amongst a sea of technical specifications. Sarah knew she needed to address this concern but had no time to skim through the entire conversation. That’s where Inogic Professional Services’ innovative application of Keyword...

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How to create a left aligned responsive gallery
Mar12

How to create a left aligned responsive gallery

There are several ways in which a gallery can be made responsive. Learn how to build a left aligned responsive gallery! The post How to create a left aligned responsive gallery appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to create a left aligned responsive gallery There are several ways in which a gallery can be made responsive. Learn how to build a left aligned...

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Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM
Mar11

Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM

Masking in Dynamics 365 CRM is essential for safeguarding sensitive personal details from unauthorized access and malicious attacks. By obscuring confidential fields such as Passport numbers users can prevent data breaches and identity theft. For instance, masking a customer’s passport number as C9689XXXX ensures that only authorized personnel can access the complete information, thus enhancing data confidentiality and security...

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Syncing Azure DevOps Work Item Status to Microsoft Dataverse with Dataflows
Mar08

Syncing Azure DevOps Work Item Status to Microsoft Dataverse with Dataflows

In today’s fast-paced development environments, seamless integration between customer and development tracking systems can be crucial for maintaining transparency, efficiency, and alignment across teams. Our objective centers around a scenario faced by some organizations: synchronizing customer requirements captured by staff in Microsoft Dataverse with the development work tracked in Azure… Continue Reading Rick A. Wilson...

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Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection, and More with DeDupeD New Release!
Mar08

Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection, and More with DeDupeD New Release!

Data cleaning, a crucial process in data management, involves identifying and addressing inconsistencies, missing values, and duplicates within a dataset. According to a study by Dun & Bradstreet, up to 30% of data in CRMs can be duplicated, highlighting the significance of effective data hygiene practices. When it comes to Microsoft Dynamics 365 CRM, basic deduplication needs can be met using the built-in duplicate detection...

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A Comprehensive Guide to Create and Edit Topics with Copilot
Mar07

A Comprehensive Guide to Create and Edit Topics with Copilot

Normally, in Microsoft Copilot Studio, you can make and change topics. Now, Microsoft added a neat feature called “Create and Edit from Description”. With this, you can just tell it what you need, and it will help you make and improve topics. This saves time because you do not have to do it all by hand. The AI understands your instructions and creates a topic with various elements and conversational replies automatically. With...

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Govee and Power Platform: Transforming Smart Lighting Automation
Mar06

Govee and Power Platform: Transforming Smart Lighting Automation

Introduction In the evolving world of smart home technology, the integration of lighting solutions with sophisticated automation platforms is gaining significant traction. Our focus in this discussion is the Govee Lights Power Automate Connector, a pioneering tool that brings together the advanced capabilities of Govee’s smart lighting with the robust automation features of Microsoft Power… Continue Reading Rick A. Wilson...

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Power Pages PayPal integration
Mar06

Power Pages PayPal integration

This post provides guidance on PayPal integration in the Power Pages site. It was inspired by a few requests on this topic, so I’ve decided to publish this guide. Microsoft Power Pages evolve fast, and the Stripe integration is now available out of the box. I wrote a post about the Anatomy of the Stripe payments in Power Pages and How to improve Stripe payments in Power Pages. Check those… Continue Reading...

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Copilot(s) in Microsoft Learn part 2
Mar01

Copilot(s) in Microsoft Learn part 2

In my previous post I wrote about what I was missing in the Microsoft official documentation when it comes to Copilot. With AI capability being introduced in each and every product & feature, I can imagine the planning, introduction and updates of Copilot chapters to be quite some work.  In this post we’ll look at what chapters there are and focus on where to point people looking for… Continue Reading...

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Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales
Mar01

Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales

Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new enhancement enables users to group...

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Text-to-Speech and Audio Playback in Power Apps using Azure and Power Automate
Feb29

Text-to-Speech and Audio Playback in Power Apps using Azure and Power Automate

Capabilities like text-to-speech (TTS) and audio playback can take your applications to new heights of user engagement and accessibility. In this blog post, we’ll look at integrating text-to-speech and audio playback functionalities into Power Apps using Power Automate and Azure Speech Services. Whether you’re looking to provide dynamic narration, streamline communication, or enhance… Continue Reading Mohamed Ashiq...

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Step-by-Step to Success: Run AutoGPT using Azure OpenAI on Docker

Integrating AutoGPT with Azure OpenAI through Docker offers a direct path to unlocking advanced AI capabilities. This detailed guide not only walks through the initial setup and configuration steps but also emphasizes the critical adjustments required for effective Azure OpenAI integration. Let’s dive into a more focused and informative discussion on setting up AutoGPT and ensuring it works… Continue Reading Rick A. Wilson...

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Utilize a model for work classification based on sentiment prediction in Dynamics 365
Feb28

Utilize a model for work classification based on sentiment prediction in Dynamics 365

Introduction Work items can be routed using artificial intelligence (AI)-based sentiment predictions in Microsoft’s Unified Routing for Dynamics 365. Let’s say the user begins a customer service conversation via the customer service admin center and notices that the customer is really unhappy. By using this feature, the user could direct the customer to a particular queue that might be manned by representatives who are...

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Power Automate with Azure OpenAI Services to analyze Buyer Behaviour – an AI app by Inogic!
Feb27

Power Automate with Azure OpenAI Services to analyze Buyer Behaviour – an AI app by Inogic!

Azure OpenAI is a cloud-based service offered by Microsoft that provides access to advanced artificial intelligence models developed by OpenAI. It empowers developers to integrate these powerful models into their applications without requiring extensive expertise in AI development or infrastructure management. Inogic aims to transform the way businesses function by developing advanced AI-driven applications with integrated AI Models...

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Leverage the Power Platform API to create a Capacity Report

As Solution Architects, we’ve all encountered the question from customers about monitoring the entire platform. While we have various methods to collect data (audit, application insights, system jobs, plugin trace logs, and more), we often find ourselves in a quandary when it comes to storage capacity. In this article, we’ll explore ways to harness these data sources effectively and endeavor… Continue Reading Allan...

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Compose or Reply to Emails using Copilot
Feb26

Compose or Reply to Emails using Copilot

Microsoft is known for staying up to date with the latest technological developments. In the previous blog, we saw how to integrate Sales with Copilot and how to make sales more efficient. Now, let’s move on to explore the second part of composing an email and take a closer look at how it is done. Email Copilot offers content suggestions as you compose or respond to emails, streamlining your workflow and reducing your workload....

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Conquer Dynamics 365 CRM Chaos with Copilot and Inogic Data Recovery App!
Feb24

Conquer Dynamics 365 CRM Chaos with Copilot and Inogic Data Recovery App!

Ever feel like your Dynamics 365 CRM is a whirlwind of data updates? As a sales rep, you are juggling leads, opportunities, and customer data; every edit ripples through the system. And keeping track of it all is enough to make anyone’s head spin. Running into an urgent meeting and you need a quick summary of the lead? Or need the latest status of an opportunity? Or want to know quickly if you get any new leads assigned to you or not?...

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How to configure a trigger to handle both GET and POST requests effectively using Power Automate
Feb23

How to configure a trigger to handle both GET and POST requests effectively using Power Automate

I recently encountered a client requirement that necessitated handling both “GET” and “POST” HTTP requests. While Azure Function offers a straightforward solution for such scenarios, the concern was it should be handled within Dynamics CRM. Faced with these constraints, I explored alternatives that would allow us to meet the client’s needs within the preferred environment. Accommodating both...

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Master Microsoft Power Platform Development: A Developer’s Cheat Sheet in 2024
Feb21

Master Microsoft Power Platform Development: A Developer’s Cheat Sheet in 2024

A common software development hurdle is the scarcity of time. While it’s widely acknowledged that merely increasing the number of developers doesn’t necessarily boost productivity, the inclination toward adopting new tools and technologies persists. The goal is to minimize code writing, expedite the development process, reduce susceptibility to bugs, and adhere to standards, especially in terms of security. Microsoft Power...

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How to Know Browser and OS Details in Power Apps using Host Object
Feb20

How to Know Browser and OS Details in Power Apps using Host Object

Recently, I was working on a project where we created a Login form in the Canvas App compatible with iPhone systems only. Throughout the development phase, we faced challenges in determining the client’s specifics like browser type or device, especially since our app needed to function across specific browsers and on iPhones. Upon conducting online research, we discovered the Host Object within Power Apps. This object proved...

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How to invoke Low-code plug-ins using Power Automate Cloud Flow
Feb19

How to invoke Low-code plug-ins using Power Automate Cloud Flow

In the previous blog post, we talked about low-code plugins using the Dataverse Accelerator App where we created an instant plug-in to calculate Billing Details. In this blog, we will be integrating the same Instant Plug-in in the Microsoft PowerAutomate Flow. How to invoke Instant Plug-in in the Microsoft PowerAutomate Flow? Log into your Power Apps Maker Portal > select the environment > from the left side panel > click on...

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Government API Development Playbook: Designing for Power Platform and Building Custom Connectors
Feb16

Government API Development Playbook: Designing for Power Platform and Building Custom Connectors

The article discusses integrating Government APIs with Microsoft Power Platform, emphasizing the creation and certification of custom connectors. It guides government API developers on adopting best practices and standards for API design to ensure compatibility and effectiveness within Power Platform. This includes leveraging tools like OpenAPI and Postman for development and navigating the… Continue Reading Rick A. Wilson...

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Copilot(s) in Microsoft Learn
Feb16

Copilot(s) in Microsoft Learn

In my previous post I had Copilot(s) on my mind and shared my thoughts as I was looking into what’s what in the Microsoft Copilot ecosystem. In this post we will look at how the concept of Copilots looks in the official documentation, Microsoft Learn. Is the official documentation up to date? Lot’s of hits for Copilot! Let’s first check what happens if we search for Copilot. The… Continue Reading...

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Copilot(s) on my mind
Feb16

Copilot(s) on my mind

A post dedicated to Copilots. When did we hear about it for the first time? Have you followed how the concept has evolved? What’s what? I recently had to delve into this myself and I thought I might as well write down my thoughts in a post. So here it is! One or several Copilots? The headline to this post probably already reviled it, in Microsoft context, we are not just talking… Continue Reading carinamclaesson’s...

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Advisor matching in your organization by using Power Apps integrated virtual agent
Feb14

Advisor matching in your organization by using Power Apps integrated virtual agent

Introduction In this blog post, we aim to provide guidance to beginners and new users of Power Apps. Our focus is on helping individuals enhance their knowledge of the platform by engaging with experienced advisors. We will cover the process of connecting with internal maker resources and utilizing integrated virtual agent chatbots in Power Apps. Additionally, we will discuss how admins can set up internal resources and manage...

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Duplicate Data Management in Dynamics 365 CRM – OOB Duplicate Detection vs Inogic’s Data DeDuplication App!
Feb13

Duplicate Data Management in Dynamics 365 CRM – OOB Duplicate Detection vs Inogic’s Data DeDuplication App!

Duplicate data is an inherent aspect of any database operation. It is crucial to take steps to prevent the creation of duplicate records, promptly identify them if present, and eliminate them swiftly within your Dynamics 365 CRM system. Consider a scenario where one team member updates Record A with vital information while another team member concurrently inputs data into its duplicate, Record B. This results in incomplete information...

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Unleashing the Power of ‘isDefaultPrevented()’ method in Dynamics 365

Introduction Dynamics 365 forms offer a powerful platform for customizing user interactions and logic using JavaScript. One often overlooked gem in this toolbox is the isDefaultPrevented() method. This little powerhouse is key to unlocking intricate control over your form’s save behavior, leading to smoother workflows and enhanced user experiences. The isDefaultPrevented() method is available on event objects in both standard...

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Dynamics 365 CE Release wave 1 2024
Feb11

Dynamics 365 CE Release wave 1 2024

Written by wilmeralcivar88@gmail.com It’s here, the release wave 1 2024 was announced. Every year Microsoft delights us twice with the wave of releases so here I come to share my list of top features about Dynamics 365 CE I hope you enjoy it as much as I did reading it. The post Dynamics 365 CE Release wave 1 2024 first appeared on Wilmer Alcivar. Continue Reading wilmeralcivar88@gmail.com’s Article on their blog Dynamics 365 CE...

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Power Automate – Send email from SharePoint Rest Api
Feb11

Power Automate – Send email from SharePoint Rest Api

Hello, today I want to share with you a method to send emails with Power Automate by using a REST API available in SharePoint. There is a method called “sendMail” in SP.Utilities.Utility that can be used to send emails to users. Some attention points: Recipients must be authenticated SharePoint users. Attachments cannot be included through this API method (You can include inline… Continue Reading Angelo’s...

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Shape the Future of Maplytics: Add your reviews on Microsoft AppSource or G2.com
Feb10

Shape the Future of Maplytics: Add your reviews on Microsoft AppSource or G2.com

Over the years, Maplytics has basked in the warm glow of incredible client reviews. These weren’t just pats on the back, but powerful testaments to our efficiency and top-notch service. And let’s be honest, who would’ve known about it all without their amazing words? As a top-rated and preferred app on Microsoft AppSource for years, boasting a constellation of 5-star ratings and glowing comments, Maplytics shines...

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Incorporating Start and wait for an approval of text action for the AI generated response
Feb09

Incorporating Start and wait for an approval of text action for the AI generated response

In the previous blog we have already explored the AI prompt integration with Power Automate using the “Create text with GPT using a prompt” action, At that time while designing the Power Automate we didn’t add any Approval process where humans could review the AI-generated response. Human review through the approval process is important and recommended which ensures the quality of output generated by the GPT model. You can review this...

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Will It Break? Non-business Dataverse connector + AI Builder with a DLP policy for the Default environment
Feb09

Will It Break? Non-business Dataverse connector + AI Builder with a DLP policy for the Default environment

The case As a Power Platform admin I want to remediate the Default environment to deploy a DLP policy so I could get to the Power Platform maturity level 200 for the Admin and Governance. Olena We notified users with non-compliant assets to back up or move their apps and automation, as they are going to break during the remediation. Some of the users got back to me, and we had some… Continue Reading Olena Grischenko...

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How to create a center aligned responsive gallery
Feb08

How to create a center aligned responsive gallery

There are several ways in which a gallery can be made responsive. Learn how to build a center aligned responsive gallery! The post How to create a center aligned responsive gallery appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to create a center aligned responsive gallery | Hardit Bhatia: The Power Addict There are several ways in which a gallery can be made...

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Power Pages: How to Track Changes by Contact (Portal User) in Dataverse Auditing
Feb08

Power Pages: How to Track Changes by Contact (Portal User) in Dataverse Auditing

Introduction Power Pages sites, connected to Dataverse, serve as a powerful tool for modern website development. Dataverse, acting as a versatile database, offers security features, analytics, and automation. However, Dataverse auditing, which logs changes to customer records, initially poses a challenge as it records actions under the application/system user, rather than the actual contact (portal user) making the changes. The...

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Live Webinar – First Look of New SMS Integration for Dynamics 365 CRM with TextSMS4Dynamics!
Feb07

Live Webinar – First Look of New SMS Integration for Dynamics 365 CRM with TextSMS4Dynamics!

Effective communication is the cornerstone of success in today’s dynamic business landscape. For businesses utilizing Microsoft Dynamics 365 CRM, integrating SMS messaging will be a game-changer, redefining sales, customer support, promotions, and marketing campaigns. That’s why TextSMS4Dynamics is the perfect solution providing seamless SMS messaging integration directly within Dynamics 365 CRM, eliminating the hassle of...

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Building and Editing Power Automate Flows with Copilot’s Help
Feb06

Building and Editing Power Automate Flows with Copilot’s Help

If you’ve already experienced creating a Power Page with Copilot, great! If not, click here to get started. This blog will now explore how Copilot collaborates with Power Automate and outline the necessary configurations or settings to enable Copilot in your environment. In our daily routines, automation has emerged as an essential component, offering time savings and process optimization. Microsoft Power Automate stands out as...

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Automate Solution Deployments with approvals using Power Platform Pipelines
Feb05

Automate Solution Deployments with approvals using Power Platform Pipelines

In the dynamic landscape of technology, organizations are constantly seeking efficient ways to deploy solutions seamlessly. Power Platform Pipelines emerge as a powerful tool to automate solution deployments, providing a streamlined approach to managing and delivering applications. It helps ensure consistency, time efficiency, and maintaining version control. Firstly, you need to install the “Power Platform Pipelines” application in...

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Microsoft Copilot suggests Inogic’s CRM Apps for Microsoft Dynamics 365
Feb03

Microsoft Copilot suggests Inogic’s CRM Apps for Microsoft Dynamics 365

‘Copilot’, ‘Microsoft Copilot’, ‘ChatGPT’, ‘OpenAI’ These have been the trending terms of an upcoming era and have been chanted incessantly for a year now, worldwide. Google Trends vividly denotes the popularity of the term! With so many technological upgrades floating around and this being the beginning of a new era, it becomes imminent to study the terms in-depth. Today, let’s explore Microsoft Copilot and check what it has to say...

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Power Platform Release wave 1 2024
Feb02

Power Platform Release wave 1 2024

Written by wilmeralcivar88@gmail.com It’s here, the release wave 1 2024 was announced. Every year Microsoft delights us twice with the wave of releases so here I come to share my list of top features about Power Platform I hope you enjoy it as much as I did reading it. The post Power Platform Release wave 1 2024 first appeared on Wilmer Alcivar. Continue Reading wilmeralcivar88@gmail.com’s Article on their blog Power Platform...

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Improved visualization and user experience of Organization Charts within Dynamics 365
Feb02

Improved visualization and user experience of Organization Charts within Dynamics 365

Introduction: Managing your customer’s organizations by using organization charts can help you visualize their hierarchy and the relationships between their departments and roles. As a result, you can tailor your sales approach to fit your customer’s needs and preferences, resulting in more successful sales. You can easily and precisely build an organization chart with Dynamics 365 sales by dragging and dropping which was not possible...

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Handling Graph API Pagination in Power Platform Dataflows

Introduction When managing extensive user datasets from Microsoft Graph API, a common challenge is handling the pagination of data. This blog post explores a solution for effectively looping through multiple pages of Graph API data within Power Platform dataflows and discusses alternative methods that might be more efficient in certain scenarios. Background The need for this project arose… Continue Reading Rick A. Wilson...

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Microsoft Copilot – Your Collaborative AI : Discover Its Use Cases, User Benefits, and Copilot Studio!
Feb01

Microsoft Copilot – Your Collaborative AI : Discover Its Use Cases, User Benefits, and Copilot Studio!

Microsoft Power Platform is a widely recognized low-code platform that allows anyone to build apps, automate processes, analyze data, and create chatbots efficiently. The latest addition to Power Platform’s capabilities is Copilot, a suite of next-generation AI tools. Developers and users alike can take advantage of generative AI’s power to enhance and streamline their solutions using natural language. In this blog, we...

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