Imagine a customer telling an AI, “I need a 7‑seater SUV under 30K,” and the agent instantly picks the perfect car from your dealership’s catalog. That is exactly what this Copilot Studio agent does, powered by a PDF in SharePoint, Dataverse, and Model Context Protocol (MCP). Step 1: Feed the agent your car catalog All…
Automating internal processes and providing quick answers to employees is now easier with Microsoft Copilot Studio. In this guide, we’ll walk through creating a Copilot agent that can create employee records in Dataverse (CRM) and answer FAQs from a SharePoint library containing multiple files. This post focuses on building the agent itself, integrating it with…
I had the opportunity to showcase my HR Assistant Copilot — a Proof of Concept (PoC) developed using Microsoft Copilot Studio and seamlessly integrated with Power Apps. This demo illustrates how AI-powered Copilot agents can revolutionize HR operations by automating routine tasks, streamlining workflows, and enhancing the overall employee experience within an organization. Objective The…
Introduction : Building conversational AI inside Microsoft’s ecosystem opens new ways to automate customer engagement and operational flows. In this project, I created an AI-powered vehicle assistant using Microsoft Copilot Studio that helps users find cars for lease or purchase based on their preferences. The solution integrates SharePoint, Power Automate, Teams, and Outlook to provide…
When working in Dynamics 365 or Power Apps model-driven apps, it’s common to have forms where you want to restrict a lookup field so it only shows relevant records. A typical scenario is filtering the “User” lookup field to only display users who belong to a specific Team. In this post, we’ll walk through how…
Organizations using Microsoft Power Apps often need to not only share their apps and customizations across environments (such as development, test, or production) but also move related data records—like configuration settings, lookup tables, or business-specific metadata. Below, I outline the most effective ways to share such records and provide a step-by-step guide to using the…
When building Power Automate flows, two commonly used actions for storing data are: Initialize/Set Variable Compose 🧠 What is a Variable? A variable is a mutable container — which means you can change or update its value after it's created. You must initialize a variable with a specific datatype like String, Boolean, Integer, Array, or…
In this blog post, we’ll explore how you can dynamically retrieve team members using the teammembership_association/any(t:t/teamid eq teamid) query in Power Automate. This query is particularly important when working with Teams in Dataverse, as it enables you to efficiently filter and target specific team members for scenarios like notifications, approvals, or other automated workflows. We’ll…
What is Test Studio You can test inside of canvas apps with the built-in tool called Power App Test Studio. This tool can help you write, organize, and automate your tests for canvas apps. How to Work with Test Studio Open Test Studio Sign into Power Apps Create a new app or edit an existing app…
In today’s fast-paced work environment, keeping track of important deadlines like work permit expirations can be challenging. Fortunately, Microsoft Power Automate makes it easy to create flows that automate this process. In this blog post, we'll walk through how to set up a Power Automate flow that sends alerts to employees 30 days before their…
Environment variables in Power Apps are essentially key-value pairs that store configuration settings, which can be used across different components within your Power Platform solutions. They offer a flexible and efficient way to manage parameters that might change between environments (like development, testing, and production) or need to be updated without modifying the actual app…
E-sign is the electronic equivalent of a handwritten signature. It's a digital way of signing documents electronically rather than using pen and paper. This process involves applying an electronic signature to a document. Documents can be signed and processed much faster compared to traditional ways. They can also be signed from anywhere with an internet…
Welcome to this step-by-step guide on building a simple Canvas App called "INCIDENTS HUB" using Microsoft PowerApps. The INCIDENTS HUB app will help users track and manage incidents efficiently, offering an easy-to-use interface for viewing, adding, and updating incident records. Prerequisites An active Microsoft PowerApps account. Basic understanding of PowerApps interface and functions. A data…
Power Automate is a powerful tool that allows users to automate tasks and processes within Microsoft applications. One of its many useful features is the ability to populate rich text controls within a document template. Rich text control also known as content control are placeholders within a document that allow users to input and format…
The Power Apps grid control represents the next evolution of the Power Apps read-only grid control, allowing users to view, open, and edit records from views and subgrids. In addition to inline editing, the control provides a number of other powerful capabilities including infinite scrolling, nested grids, grouping, aggregation, and is customizable. Like the read-only…
In the dynamic world of PowerApps, the ability to easily navigate between components is most important. One powerful feature that elevates user experience is the capability to open custom pages directly from a Dataverse subgrid. This functionality not only streamlines processes but also empowers users with a more personalized interface. REQUIREMENT In this situation, there's…
In the ever-evolving landscape of business automation, integrating different software systems has become crucial for streamlining processes and enhancing productivity. One powerful integration that can significantly benefit businesses is the seamless connection between Dynamics 365 and Zoho Books. In this blog post, we'll delve into the process of adding a custom button in Dynamics 365…
In this blog we will see how to use custom lookup filtering in basic forms. Basic forms in power pages with lookup fields often face issue with related records filtering. So we can explore how to use custom filtering in the lookup fields. Solution :- First of all consider we have two Lookup fields Field…
There are cases where we need to set a lookup field on a Dynamics 365 or Power Apps, where we want to retrieve value of lookup fields or Text fields on the form using JavaScript and set to other entities form fields. SCENARIO: In our case we are having entities like 'Account' and 'Lead', where…
Dynamics 365 empowers organizations to streamline processes and gain valuable insights. A critical requirement involves updating the columns in the form table to store the values of the 'DownloadBy' and 'DownloadDate' columns. This involves fetching the date and username from the browser when the 'Export to Word' button is clicked. With the Power Apps Component…
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