In the age of information, effectively searching, aggregating, and sharing pertinent information is vital in terms of productivity. This blog describes an end-to-end solution developed with Microsoft Copilot Studio for automating information extraction from local document stores. Furthermore, it details the seamless drafting of emails,
Imagine trying to sell hiking boots to someone who never steps off the pavement? Or pitching pet food to someone without a pet. Sounds like a waste of time, right? No matter how great your product is, if you’re talking to the wrong people, it’s
Geo-mapping in Microsoft Dynamics 365 CRM is getting a big upgrade with the arrival of Azure Maps—the next-generation mapping platform set to replace Bing Maps. As more CRM users explore location intelligence, many are curious about how Azure Maps works with Microsoft Dynamics 365 CRM
When was the last time you “Venmo’d” a friend instead of saying you’d send money, or told someone you’d “Uber” somewhere instead of booking a ride? That’s the magic of effective brand building. These businesses didn’t just create products — they became verbs in our
Sam handles dozens of customer chats daily. Before AI, he manually scrolled through message threads, checked records, fixed grammar, and guessed emotional tone. Now? A chat pops up. The sentiment is already analyzed. The entire chat + CRM record is summarized. A rephrased, polished reply
If you’ve used Salesforce’s generative AI tools at work, chances are that data masking was working diligently in the background to safeguard your company’s sensitive information. This crucial piece of security infrastructure automatically swaps out personally identifiable information (PII) and other protected data with fictional
There are scenarios in CI-D when it is integrated with Dataverse where you may run into a bug with the platform. This is when one of the COLA (Contact, Opportunity, Lead or Account) table records has the lookup Customer Profile pointing at a customer profile
Customers are fed up with traditional self-service – and it’s not hard to see why. For many companies, customer self-service looks like basic FAQs, hundreds of knowledge articles, and chatbots that can only handle simple requests. Customers spend more time than they’d like hunting around
As low-code platforms make in-house software development more accessible, many businesses are considering this approach for various projects, including data archiving solutions. If your data is growing and you’re weighing a build-versus-buy strategy for archiving, you’ve come to the right place. Let’s break down the
In this blog, we will explore how you can simplify and accelerate your AI prompt creation process using Microsoft’s powerful “Draft with Copilot” feature in the AI Prompt Builder. Whether you’re drafting customer emails, summarizing feedback, or generating business proposals, this tool helps you create
