Integrating charts from a model-driven app into a Power Pages portal can enhance data visualization and improve user experience by providing real-time insights directly within the portal. In this blog, we’ll walk through the process of adding a chart to a Power Pages portal using Liquid code ensuring a seamless experience for portal users. Use… Read More »
For instance, there is an IT company where different teams like sales, marketing, and product management work with distinct sets of data in Dynamics 365 CRM. However, the default public system view displays all data to every user within a team. This means a sales team admin who primarily needs to see “All Leads” must… Read More »
AI tools like Copilot in Dynamics 365 Sales are revolutionizing how organizations interact with data, automate tasks, and enhance customer engagement. For organizations leveraging custom sales applications within Dynamics 365, ensuring seamless access to Copilot is critical for maximizing its potential. By integrating the Copilot page into your custom sales app’s site map, you can… Read More »
In today’s digital world, most businesses and organizations prioritize protecting sensitive data. Power Pages gives administrators the power to disable anonymous access to their websites, which ensures that only authenticated users can view sensitive information. This entry covers how one can define anonymous access, explain its importance, and explore governance controls that can effectively eliminate… 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 »
In Dynamics 365, the TDS (Tabular Data Stream) endpoint allows developers to query Dataverse data using SQL-like commands. For example, suppose a sales manager wants to find the top three accounts with the highest revenue. Here’s how they can use the TDS endpoint to get that data. Why Use SQL for Retrieving D365 Data? Familiar… Read More »
Welcome to the world of Microsoft Copilot Studio, where we will learn to make use of yet another feature that is included in Microsoft Copilot Studio. Microsoft Copilot Studio allows users to upload images; now this feature allows your agents to analyse images and respond accordingly. Let’s see how to properly make use of this… Read More »
As a salesperson, your success depends on providing accurate and on-time information to your clients. Whether it’s product brochures, pricing details, sales pitches, or specifications, having instant access to this data is critical. Most of these clients store this kind of information in SharePoint folders, but searching for it manually can be time-consuming. This is… 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 »
Building Canvas Apps in PowerApps presents a challenge. Microsoft has provided great built-in functions, but what if your App needed something other than the built-in functions? You would have to create workarounds—repeating formulas, juggling nested logic, and spending extra time managing it all. It worked, but it wasn’t ideal. Now, Microsoft is upgrading the process… Read More »