Category Archives: Artificial Intelligence

Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)

In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics 365 CRM. Think of it as having a personal assistant integrated into your CRM system, providing real-time guidance and support as you work. Let’s explore how… Read More »

Automate Receipt Data Extraction and Entry into Excel with Power Automate AI Model

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 »

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… Read More »

Invoice Approval Process using Microsoft Teams and AI Model – Part 2

This blog is a continuation to part 1 of the 2-part blog series which will help you understand how to operate the AI model in automated flow and use the data parsed through AI builder. Part 1 – Route an email to external services and create an invoice approval request in Microsoft Teams Part 2… Read More »

Leverage the potential of Text Translation AI model in Dynamics 365 Apps

Introduction Microsoft is continuously adding new Prebuilt AI models which are very easy to use. Currently, there are a few new prebuilt AI models that Microsoft recently introduced, two of them are: 1) Text Translation 2) Receipt Processing model. For Receipt Processing Model, you can check out our blog here. In this blog, we will… Read More »

Create Records quickly in Dynamics 365 CRM by using new Microsoft Wave 2 feature – Business Card Scanner

Introduction: With the growth of machine learning and artificial intelligence in our day to day life, Microsoft is also embracing ML and AI in Dynamics 365 CRM. With the recent Wave 2 general availability release, Microsoft has added some really good features and one them is – Business Card Scanner. Microsoft has combined its latest… Read More »