What Is a B2B Portal for Microsoft Dynamics 365?
If you’re a Microsoft partner whose client just asked for “a portal connected to Dynamics 365,” you’re staring at a […]
Dynamics 365 Customer Service Live Chat: How to Set Up Skill-Based Routing and Copilot AI
Learn how to configure Dynamics 365 Customer Service live chat with Copilot AI, skill-based routing, and work classification rules. A practical partner guide.
Convert Power Automate Flow to Agent Flow in Copilot Studio: Complete Guide
Learn how to convert a Power Automate cloud flow to an agent flow in Microsoft Copilot Studio, plus prerequisites, best practices, and migration tips.
A Smarter Way to Capture, Store, and Manage Images & Videos in Dynamics 365: Meet CRM Picture Pro
CRM Picture Pro is a Dynamics 365 add-on that lets users capture, upload, preview, annotate, and manage images and videos directly from CRM records — with SharePoint storage to keep Dataverse lean.
Dynamics 365 Timeline Control: Complete Configuration Guide (2026)
Master the Dynamics 365 Timeline Control — configure activities, notes, posts, Copilot highlights, filters & card forms. A practical guide for CRM consultants and makers.
Automating Bank Reconciliation with Microsoft Copilot Studio and Financial Solution
Automating Bank Reconciliation with Microsoft Copilot Studio and Financial Solution How the Financial Solution MCP Server turns bank reconciliation into