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…
Creating a seamless and interactive chat interface can significantly enhance user engagement in your Power Apps solutions. In this blog post, we will walk you through the steps of building a React-based chat component using Power Apps Component Framework (PCF) with a dataset template. We'll leverage Fluent UI for styling and functionality, ensuring a polished…
In today’s fast-paced business world, real-time communication is essential. In this guide, I’ll show you how I built a fully automated employee onboarding notification system using Adaptive Cards and Power Automate. When a new employee is added in Dataverse, the system automatically sends an Outlook notification with their details and a direct link to view…
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…
Managing subscription renewals is critical for any business offering SaaS products or long-term service agreements. Missing renewal alerts can mean lost revenue, churned customers, or costly last-minute scrambles. One of the biggest challenges in building reliable renewal reminder automations in Dynamics 365 (Dataverse) is date filtering. ✅ Dataverse stores all DateTime fields in UTC, while…
📌 Problem We Faced: We had a custom JavaScript validation in our Power Apps Model-Driven form. The goal was simple: 👉 Show an error if the user enters a future date. We used this script: if(fieldValue && fieldValue > today) { showerror } At first, it worked fine. But then… 💥 in some systems, even when…
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…
Here are the steps to perform to create a new Contact in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: https://dynatecon.com/business-solutions/dynapro-prospect-and-project-management-solution-in-power-platform/ Steps: 1. Access the 'Dyna Project -Admin' main page 2. Click on Contacts under Sales from Project Operations in the left navigation bar.…
Here are the steps to perform to add a new Partner in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: https://dynatecon.com/business-solutions/dynapro-prospect-and-project-management-solution-in-power-platform/ Steps: 1. Access the 'Dyna Project -Admin' main page 2. Click on ' Partners' under sales in Project Operations from the left navigation…
Here are the steps to perform to create a new Estimation in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: https://dynatecon.com/business-solutions/dynapro-prospect-and-project-management-solution-in-power-platform/ Steps: 1. Access the 'Dyna Project -Admin' main page 2. Click on 'Estimations' under Collateral from Project Operations in the left navigation bar.…
Here are the steps to perform to create a new Expense in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: https://dynatecon.com/business-solutions/dynapro-prospect-and-project-management-solution-in-power-platform/ Steps: 1. In the 'Dyna Project -Admin' main page 2. Click on 'Expenses' in Project Operations from left navigation bar. All Expenses list…
How to create a Prospect in Dyna Projects(Project Operations app in Power Apps) Steps: Click on the Prospects in the left navigation bar Click '+New' button 3. Fill in the fields 4. Click Save & Close button 5.You can view the created Prospect from the Prospects view. How to create a Timesheet Entry in Dyna…
Here are the steps to perform to create a new Proposal in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: https://dynatecon.com/business-solutions/dynapro-prospect-and-project-management-solution-in-power-platform/ Steps: 1. Access the 'Dyna Project -Admin' main page 2. Click on 'Proposals' under Collateral in Project Operations from the left navigation bar.…
Here are the steps to perform to create a new Invoice in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: https://dynatecon.com/business-solutions/dynapro-prospect-and-project-management-solution-in-power-platform/ Steps: 1.Access In the 'Dyna Project -Admin' main page 2. Click 'Invoices' under Collateral from Project Operations in the left navigation bar. Active…
Here are the steps to perform to create a new Change Request in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: https://dynatecon.com/business-solutions/dynapro-prospect-and-project-management-solution-in-power-platform/ Steps: 1. Access the 'Dyna Project -Admin' main page 2. Click on 'Change Requests' under Projects in Project operations from the left…
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