D365 CRM, Power platform, AI

Azure AI's prebuilt model for invoice processing leverages advanced machine learning and artificial intelligence to streamline the extraction and processing of key information from invoices. This sophisticated tool is designed to handle a wide range of invoice formats and structures, automatically identifying and extracting crucial data such as vendor details, invoice numbers, dates, and line items. By automating these tasks, businesses can significantly reduce the time and effort required to process invoices, minimize errors, and ensure timely payments. In this blog, we will explore the transformative impact of Azure AI's prebuilt invoice processing model. We'll dive into its features, how it works. So lets start the process by creating canvas app, I created one table "invoices" and built a simple canvas app to submit the expense receipts.  When the user submit the new expense the power automate flow triggers and read the attached file and write back the values t...

In Dynamics 365 for Sales, document management can be enhanced by integrating with Microsoft 365 (Office 365) options such as OneDrive for Business and SharePoint. This article will explore the differences between these two options and demonstrate how they can be effectively integrated into Dynamics 365 for Sales. SharePoint Integration: SharePoint is a collaborative storage tool across your organization and allows you to   Capture and share knowledge, publishing content to the entire organization. Manage who has viewing and editing rights. Use as an organization intranet. Share externally so outside collaborators can more easily contribute. Now lets look at the SharePoint integration step by step Go to advance settings>Document management>Enable server-Based SharePoint Integration  Now follow the setup wizard and enter the SharePoint site URL as required If the site URL is valid, we will get the successful message.  Now go back D365 system >Advance set...

In today's digital landscape, seamless access to applications and data is crucial for maintaining productivity and efficiency. However, network connectivity is not always reliable, especially for teams working in remote locations or on the move. Enter Microsoft Power Apps, a versatile platform for building custom business applications. One of its standout features is its offline capability, enabling users to continue their work without an internet connection. This functionality ensures that critical tasks can be performed anytime, anywhere, bridging gaps in connectivity and enhancing the overall user experience. Here I will go through how to enable this feature in power apps. Select the model-driven app that you want to enable for offline> Select settings> set the  Can be used offline  toggle to  On Enable a table for offline: Select the table that you want to add to an offline profile, I n the  Edit table  settings, select  Advanced options , and in ...

For a long time, restoring deleted records in Dynamics 365 CRM has been a major challenge for users. Although tools in the XRM Toolbox provided some solutions, these were often limited and not fully reliable. Now, Microsoft has introduced a new feature designed to simplify the restoration of deleted records, offering a seamless and efficient solution. In this article, we explore this new feature, its benefits, and how it transforms data recovery in Dynamics 365 CRM. Lets start and see how to enable this feature in D365 CRM Go to admin.powerplatform.microsoft.com and select your respective environment, click on settings Go to Product>Click on features Go to the bottom of the page to configure the settings To restore the deleted records , select the environment from admin.powerplatfrom.com and this time go to data management>lick on view deleted records(Preview) Once you open the deleted records page, select the records you want restore it and click on restore. Record has been succ...

Recently I have come across a unique requirement to generate the quote from my business team.  The current process for generating quotes is time-consuming due to the need for selecting each product individually and adding it to the quote line by line. This involves multiple clicks and significant manual effort, which is inefficient and impacts productivity. To Objective of this process to enhance the efficiency of the quoting process by enabling users to insert a list of products into the quote in one action, rather than selecting products one at a time. Quote template and Template lines Lets start the process by creating 2 entities Create custom page to select the template to insert the lines into quote Custom page screen which opens as a popup to select the customer and contact once you select we will show some waiting screen to the user while the new record is getting created.  create a new button by using ribbon workbench to create a new button and open the custom page. Cu...