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Filter views using Copilot

Another preview feature that will make a lot of people excited is that you are now able to find, sort, and filter views using Copilot. Using your AI prompting skills in Copilot allows you to work with data more efficiently. At the moment you alrea...

JeroenS 46
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Visualize your view with Power BI

Sometimes you stumble upon a feature that makes you think “that is pretty cool 😎”. There are plenty of ways of interrogating sales data within Dynamics 365 which I will touch in a bit, but there is also an option that I was not aware of is to vis...

JeroenS 46
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The 360-degree view of an account with AI-generated summary

One of the features that was part of the 2024 Wave 2 Release is the 360-degree view of an account with an AI-generated summary. The cool thing about this feature is that it collects valuable information (in some cases configurable) and shows this ...

JeroenS 46
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How Copilot can draft emails more efficient

It is still in preview, but there is now an option where Copilot can draft emails or reply to emails that will make you more efficient. Helping with the length or the tone of your email is something that Copilot can easily help with. Is all of thi...

JeroenS 46
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Get your quote approved with workflow approvals using Power Automate

Inspired by a number of great people in the community who wrote about Workflow Approvals using Power Automate in the past I wanted to use this in a prototype based on requests that I have seen in the field. This idea is translated into the use cas...

JeroenS 46
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New Column Security Profile experience

most of you perhaps still know it as Field Security Profiles but it depends on whether you are working via the “classic interface” or using the Power Platform Admin Center for example and are more familiar with the term Column Security Profiles. F...

JeroenS 46
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Leverage AI Builder language models to collaborate more easily

Within the AI Builder, there is a whole range of prebuilt models that you can use within for example the Power Platform. In this blog post, I would like to focus on two AI Builder language models that are prebuilt and available to you: Use case: P...

JeroenS 46
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Using custom AI prompts to build better relationships

Any idea how custom AI Prompts can help you build better relationships? When working in sales or other departments working with customers, one of the things that you probably want to achieve is knowing your customer. Building relationships and tru...

JeroenS 46