In this post, I will try to explain the inner workings of Copilot and how we can preprocess prompts with additional data to generate better responses from the underlying Large Language Models. I will finish it off with an example of how this theory could be manifested and used in practice. 1. Background 1.1 Dynamics Customer Service Copilot Surly you have heard about Dynamics Customer Service Copilot by now. The product comes in the way of a chat side pane integrated within Dynamics and lets you generate email replies, summarize cases, and generate responses based on knowledge articles.

In this post, I will try to explain the inner workings of Copilot and how we can preprocess prompts with additional data to generate better responses from the underlying Large Language Models. I will finish it off with an example of how this theory could be manifested and used in practice. 1. Background 1.1 Dynamics Customer Service Copilot Surly you have heard about Dynamics Customer Service Copilot by now. The product comes in the way of a chat side pane integrated within Dynamics and lets you generate email replies, summarize cases, and generate responses based on knowledge articles.

In this post, I will try to explain the inner workings of Copilot and how we can preprocess prompts with additional data to generate better responses from the underlying Large Language Models. I will finish it off with an example of how this theory could be manifested and used in practice. 1. Background 1.1 Dynamics Customer Service Copilot Surly you have heard about Dynamics Customer Service Copilot by now. The product comes in the way of a chat side pane integrated within Dynamics and lets you generate email replies, summarize cases, and generate responses based on knowledge articles.

Recently I had the opportunity to click around in a Legacy System. This got me thinking about the evolution of IT systems and how legacy systems still are in use even though there is newer technology out there. Changing IT systems truly is a painful thing, and it is even worse for a business-critical system. This article aims to first compare Dataverse to legacy systems and then advise on how you can improve your legacy system by making some architectural changes.

Background In my last blog post How to implement extended audit logging in dataverse Part 1 I showed how we can use the out of box Microsoft Purview/Office logging to send Retreieve events in Dataverse and then use Power BI to visualize this information back to users in Dataverse. However, the entire process of setting everything up was quite cumbersome and involved a lot of moving parts. So I was in search for something simpler.

Background I had a requirement where the standard Dataverse auditing was not enough, the business also wanted to see who has been reading a specific record. so I came up with two different ways to solve this problem, in this blog post I will show one solution using Microsoft Purview compliance portal and Office 365 Management API to get data and embed a Power BI visualization in Dataverse. In part 2 I will show a different approach to achieve the same goal.

In this post, I will try to explain the inner workings of Copilot and how we can preprocess prompts with additional data to generate better responses from the underlying Large Language Models. I will finish it off with an example of how this theory could be manifested and used in practice. 1. Background 1.1 Dynamics Customer Service Copilot Surly you have heard about Dynamics Customer Service Copilot by now. The product comes in the way of a chat side pane integrated within Dynamics and lets you generate email replies, summarize cases, and generate responses based on knowledge articles.

Recently I had the opportunity to click around in a Legacy System. This got me thinking about the evolution of IT systems and how legacy systems still are in use even though there is newer technology out there. Changing IT systems truly is a painful thing, and it is even worse for a business-critical system. This article aims to first compare Dataverse to legacy systems and then advise on how you can improve your legacy system by making some architectural changes.

Recently I had the opportunity to click around in a Legacy System. This got me thinking about the evolution of IT systems and how legacy systems still are in use even though there is newer technology out there. Changing IT systems truly is a painful thing, and it is even worse for a business-critical system. This article aims to first compare Dataverse to legacy systems and then advise on how you can improve your legacy system by making some architectural changes.

Background In my last blog post How to implement extended audit logging in dataverse Part 1 I showed how we can use the out of box Microsoft Purview/Office logging to send Retreieve events in Dataverse and then use Power BI to visualize this information back to users in Dataverse. However, the entire process of setting everything up was quite cumbersome and involved a lot of moving parts. So I was in search for something simpler.

Background In my last blog post How to implement extended audit logging in dataverse Part 1 I showed how we can use the out of box Microsoft Purview/Office logging to send Retreieve events in Dataverse and then use Power BI to visualize this information back to users in Dataverse. However, the entire process of setting everything up was quite cumbersome and involved a lot of moving parts. So I was in search for something simpler.

Background I had a requirement where the standard Dataverse auditing was not enough, the business also wanted to see who has been reading a specific record. so I came up with two different ways to solve this problem, in this blog post I will show one solution using Microsoft Purview compliance portal and Office 365 Management API to get data and embed a Power BI visualization in Dataverse. In part 2 I will show a different approach to achieve the same goal.

Background In my last blog post How to implement extended audit logging in dataverse Part 1 I showed how we can use the out of box Microsoft Purview/Office logging to send Retreieve events in Dataverse and then use Power BI to visualize this information back to users in Dataverse. However, the entire process of setting everything up was quite cumbersome and involved a lot of moving parts. So I was in search for something simpler.

Background I had a requirement where the standard Dataverse auditing was not enough, the business also wanted to see who has been reading a specific record. so I came up with two different ways to solve this problem, in this blog post I will show one solution using Microsoft Purview compliance portal and Office 365 Management API to get data and embed a Power BI visualization in Dataverse. In part 2 I will show a different approach to achieve the same goal.

Last summer I tried to set up a custom website and implement Dynamics Omnichannel chat widget with authenticated users. While Microsoft documentation clearly stated this could be done, I was not able to set it up properly, largely because documentation was a bit unclear. Since then, the documentation improved drastically and I thought I would give it another shot. Still, there were some hiccups here and there along the road chat, but this time I got the job done and wanted to share the steps with all you guys.

This is my first blog post of this year after some well-deserved rest. The holidays were mostly spent with family - eating a lot of gingerbread and lussebullar among other things - but also, I managed to sit down and reread the book Clean Code by Robert C. Martin. This is a good and well-known book among programmers. I wanted to list how the Clean Code principles can be implemented in the Power Platform space and make your environments cleaner and more manageable.

Note: this is an unsupported customization and may be subject to changes by Microsoft. So I wanted to recreate the convert email to opportunity functionality and started to search online for any solutions. That is where I stumbled upon Guidinger’s and Capek’s fantastic posts on how you can create custom dialogs. So I experimented a bit with this and here I will share my own experiences. How to find CRM’s OOB-dialogs I didn’t want to recreate the entire form-xml dialog from scratch, so I tried to find a way to fetch the OOB-dialogs in dynamics.

Last summer I tried to set up a custom website and implement Dynamics Omnichannel chat widget with authenticated users. While Microsoft documentation clearly stated this could be done, I was not able to set it up properly, largely because documentation was a bit unclear. Since then, the documentation improved drastically and I thought I would give it another shot. Still, there were some hiccups here and there along the road chat, but this time I got the job done and wanted to share the steps with all you guys.

Last summer I tried to set up a custom website and implement Dynamics Omnichannel chat widget with authenticated users. While Microsoft documentation clearly stated this could be done, I was not able to set it up properly, largely because documentation was a bit unclear. Since then, the documentation improved drastically and I thought I would give it another shot. Still, there were some hiccups here and there along the road chat, but this time I got the job done and wanted to share the steps with all you guys.

This is my first blog post of this year after some well-deserved rest. The holidays were mostly spent with family - eating a lot of gingerbread and lussebullar among other things - but also, I managed to sit down and reread the book Clean Code by Robert C. Martin. This is a good and well-known book among programmers. I wanted to list how the Clean Code principles can be implemented in the Power Platform space and make your environments cleaner and more manageable.

Outline Export CDS data to Data lake Register Azure Query Accelerator Set up Azure Function Set up Virtual Entity (plugin, datasource and dataprovider) Conclusion I have had two implementations this past year where clients wanted to store historical opportunity data in order to measure how the pipeline grows or shrinkens over time. The common approach has been to create a new entity, lets call it opportunity history, and run monthly batch jobs that take all opportunities and create them as an read only record in opportunity history entity.

People usually associate Customer Voice as a tool for capturing customer feedback through surveys. But you can also use the surveys as a form and embed them on your customer facing webpage. Usually this is done through Dynamics 365 Marketing where customers set up a form that they embed on their customer facing website in order to generate leads in the system. If one does not want to pay for the full capabilities of Marketing but still wants to capture leads, Customer Voice can come quite handy.

I had a scenario where the customer was running integrations by connecting to Sharepoint with a user account. When they later turned on MFA, their integration stopped working (obviously) since there is no way for an application running with user credentials to authenticate with MFA. So Ajit Patra demonstrates how you can can call Sharepint api from Dynamics by creating an app in Sharepoint and connect with the apps clientid and secret.

I had this scenario where I wanted to be able to book a technican to a work order. But not only did I want to book the technican, I also wanted to book a truck for the work order. So both the technican and truck are bookable resources. How can I set this up in a smooth way? Enter requirement groups to the rescue! Requirement groups let you define wich resources should be booked together.

Note: this is an unsupported customization and may be subject to changes by Microsoft. So I wanted to recreate the convert email to opportunity functionality and started to search online for any solutions. That is where I stumbled upon Guidinger’s and Capek’s fantastic posts on how you can create custom dialogs. So I experimented a bit with this and here I will share my own experiences. How to find CRM’s OOB-dialogs I didn’t want to recreate the entire form-xml dialog from scratch, so I tried to find a way to fetch the OOB-dialogs in dynamics.

This is my first blog post of this year after some well-deserved rest. The holidays were mostly spent with family - eating a lot of gingerbread and lussebullar among other things - but also, I managed to sit down and reread the book Clean Code by Robert C. Martin. This is a good and well-known book among programmers. I wanted to list how the Clean Code principles can be implemented in the Power Platform space and make your environments cleaner and more manageable.

Outline Export CDS data to Data lake Register Azure Query Accelerator Set up Azure Function Set up Virtual Entity (plugin, datasource and dataprovider) Conclusion I have had two implementations this past year where clients wanted to store historical opportunity data in order to measure how the pipeline grows or shrinkens over time. The common approach has been to create a new entity, lets call it opportunity history, and run monthly batch jobs that take all opportunities and create them as an read only record in opportunity history entity.

Outline Export CDS data to Data lake Register Azure Query Accelerator Set up Azure Function Set up Virtual Entity (plugin, datasource and dataprovider) Conclusion I have had two implementations this past year where clients wanted to store historical opportunity data in order to measure how the pipeline grows or shrinkens over time. The common approach has been to create a new entity, lets call it opportunity history, and run monthly batch jobs that take all opportunities and create them as an read only record in opportunity history entity.

Outline Export CDS data to Data lake Register Azure Query Accelerator Set up Azure Function Set up Virtual Entity (plugin, datasource and dataprovider) Conclusion I have had two implementations this past year where clients wanted to store historical opportunity data in order to measure how the pipeline grows or shrinkens over time. The common approach has been to create a new entity, lets call it opportunity history, and run monthly batch jobs that take all opportunities and create them as an read only record in opportunity history entity.

People usually associate Customer Voice as a tool for capturing customer feedback through surveys. But you can also use the surveys as a form and embed them on your customer facing webpage. Usually this is done through Dynamics 365 Marketing where customers set up a form that they embed on their customer facing website in order to generate leads in the system. If one does not want to pay for the full capabilities of Marketing but still wants to capture leads, Customer Voice can come quite handy.

I had a scenario where the customer was running integrations by connecting to Sharepoint with a user account. When they later turned on MFA, their integration stopped working (obviously) since there is no way for an application running with user credentials to authenticate with MFA. So Ajit Patra demonstrates how you can can call Sharepint api from Dynamics by creating an app in Sharepoint and connect with the apps clientid and secret.

I had a scenario where the customer was running integrations by connecting to Sharepoint with a user account. When they later turned on MFA, their integration stopped working (obviously) since there is no way for an application running with user credentials to authenticate with MFA. So Ajit Patra demonstrates how you can can call Sharepint api from Dynamics by creating an app in Sharepoint and connect with the apps clientid and secret.

I had this scenario where I wanted to be able to book a technican to a work order. But not only did I want to book the technican, I also wanted to book a truck for the work order. So both the technican and truck are bookable resources. How can I set this up in a smooth way? Enter requirement groups to the rescue! Requirement groups let you define wich resources should be booked together.

I had this scenario where I wanted to be able to book a technican to a work order. But not only did I want to book the technican, I also wanted to book a truck for the work order. So both the technican and truck are bookable resources. How can I set this up in a smooth way? Enter requirement groups to the rescue! Requirement groups let you define wich resources should be booked together.