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Web tracking and personalization in Dynamics 365 Customer Insights – Data (Preview) enables organizations to track website interactions from anonymous and known visitors. This data can be associated with customer profiles and used for segmentation and personalized website experiences. For example, an insurance customer
Key Takeaways Copilot assists, while Copilot Cowork moves toward executing multi-step tasks. AI is shifting from answering to acting, with users reviewing and approving important actions. Connected business data and context can make Copilot more valuable across Dynamics 365 and Power Platform. Human oversight remains e
The Microsoft Copilot Studio is revolutionizing the design and construction of conversational agents. Normally, developers-built agents around Topics, which are essentially conversational flows invoked by specific phrases. Topics worked well for structured chatbot scenarios, but they became more and more difficult to m
Backup4Dynamics is now live! A purpose-built backup and recovery solution for Microsoft Dynamics 365 CRM and Dataverse that combines automated backup scheduling with granular restore capabilities for complete data protection. Key Highlights Retain backups beyond Microsoft’s native backup retention window, with long-ter
Displaying data in a Power Apps or Dataverse grid is one of the most common ways for users to work with business information. However, when a grid contains several numeric values, displaying everything as plain text can make it difficult to quickly understand and compare the data. Key Takeaways Custom Column Visualizat
With Q4 around the corner, now is a good time to look at how your team handles Dynamics 365 reporting. If the last quarter involved repeatedly exporting reports, converting files, preparing emails, and sending the same information to different stakeholders, you already know where the process gets repetitive. Instead of
Key Takeaways See a 360-degree Dynamics CRM relationship view instead of navigating through related records individually. Follow N-Level Relationships to understand how connections extend across your Dynamics 365 data. Add context to visual Dynamics 365 relationship mapping with roles, labels, images, grouping, and rec
Community Summit North America 2026 brings more than 600 education sessions, Academy classes, networking events, and activities across the Gaylord Opryland Resort in Nashville. With so much happening across five days, keeping track of the sessions and events that matter to you becomes part of the experience. How do you
Microsoft Dataverse provides several ways to retrieve data, including OData and FetchXML. While these approaches are well suited to Dataverse, developers coming from a relational database background may naturally think in terms of SQL. In this article, we will look at how Dataverse data querying traditionally works, wh
Traditionally, creating a Dataverse solution involves manually creating tables, columns, relationships, and sample records through the Power Apps maker portal or by writing scripts and using Power Platform CLI. With Dataverse skills for coding agents, we can describe our requirements in natural language and let the cod
In a retail e-commerce company, the team was building an AI customer support agent to handle common queries like order status, returns, refunds, and product information. In the beginning, the prompt was tested manually with a few sample questions, and everything seemed to work fine. However, end users don’t type like Q
What happens when an important Microsoft Dynamics 365 CRM record disappears, and you realize it weeks or even months later? For many businesses, recovering historical CRM data isn’t as simple as creating regular backups. Accidental deletions, failed imports, integration issues, and long-term retention requirements can
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