GM Dynamics & Agentic AI Consulting

At Microsoft Ignite 2022, Microsoft announced some exciting innovations for Microsoft Power Automate, empowering makers and pro-coders with new ways to automate and scale enterprise-wide with AI.

Creating flows is the foundation of Power Automate, and now you can describe what you want to automate in a sentence, and an AI-based copilot will build your flow in seconds. No searching or guesswork, just describe it and let the copilot work its magic.

This new way to create flows runs on OpenAI Codex, an AI model descendant of GPT-3 that can translate natural language to code, in this case, Power Automate cloud flows. This is the same technology behind GitHub Copilot and Power Apps Ideas (preview). At launch, Microsoft supporting key Microsoft 365 connectors and in the coming months, Microsoft expand to include more.

To learn more and how to start using the copilot, see the description to flow documentation page.

Screen where a user has typed a description of a scenario to automate, and a suggested flow generated by AI is shown.

Please refer below blog for more information –

New ways to innovate with AI and Microsoft Power Automate | Power Automate Blog

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Advanced Find is now moved to Settings ONLY

October 9, 2022October 15, 2022 Goloknath

This morning I noticed advanced find is gone from UI

When I went to settings I can see the advanced find –

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Commonly used sales Components in Dynamics 365 Sales

October 5, 2022 Goloknath

Here are some of the most commonly used sales components.

Term	Definition
Account	An account represents a business or organization. Sometimes this is a customer or a vendor. In some organizations, this might be a different grouping, such as a family. Typically, an account will have related contact rows.
Activities	An activity is a type of table that offers tracking and scheduling options. By default, the system will have activities such as email, appointment, and phone call already configured. An administrator can add additional custom activities to meet additional business needs.
Business process flow	A business process flow (BPF) is a type of automation in Microsoft Power Platform. The BPF is placed on an table and offers users guidance and a predictable action plan for gathering data. Administrators can add additional automation based on triggers from the user’s interaction with the BPF.
Contact	A contact represents a single individual. A contact will often have many related rows such as an account and activities.
Customer	A customer can be either an account or a contact. Typically speaking, in a business to business scenario, this is an account. In a business to consumer scenario, this is a contact.
Invoice	An order or row of a sales including details about products or services purchased that has been billed to the customer.
Opportunity	Like a lead, an opportunity is a potential sales transaction. Typically speaking, an opportunity is a more viable prospect than a lead, and it will contain more information and be tracked for a longer period of time.
Order	A confirmed request for delivery of goods and services based on specified terms, or a quote that has been accepted by a customer.
Product catalog	A collection of rows that interact with opportunities, quotes, orders, and invoices to facilitate management of products, price lists, discounts, and product families for sales transactions.
Quote	A formal offer for products or services, proposed at specific prices and related payment terms to a customer.

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Standard Sales Process in D365 Sales

September 24, 2022October 5, 2022 Goloknath

The above diagram shows a typical sales process which starts from Lead and ends with Invoice but business implement as per their requirement. In some business process won’t go till Invoice. It can be terminated with any interim step e.g. Lead to Opportunity Process, Quote to Order Process etc.

Please refer below sample sales process –

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Dynamics 365 Sales Product Catalog

September 18, 2022October 5, 2022 Goloknath

The Dynamics 365 product catalog consists of four components:
● Unit groups: A unit group defines how a product is packaged for sale. Among other values, it defines the units of measure that the product or service is sold in. For example, an organization that sells gaming systems might sell them individually on a crate that includes 12 individual gaming systems. An organization that provides services to customers might sell their services in increments of hours, days, or weeks.
● Products: A product represents the type of product that a company might keep in inventory, a product that’s custom-built, or a service that’s provided to a customer. For example, a beauty salon’s product list might include different hairstyling products and also services like haircuts, hair coloring, and spa services.
● Price lists: A price list is a set of prices that are charged for products under specific circumstances. For example, an organization might have multiple price lists to accommodate seasonal variations, specials, or the different markets that the organization sells to (like government, commercial, and education).
● Discount lists: A discount list lets organizations offer products or services at different prices, depending on the quantity that’s bought. For example, a small vendor that buys five TVs to sell in its store might pay $350.00 per TV, whereas a large vendor that buys 500 TVs to sell in multiple locations might pay $300.00 per TV.

Of all the components in the preceding list, only discount lists aren’t required. All other components must be set up for any organization that will use the product catalog.

Because of the way that units, discounts, and prices are linked, it’s important that you create the components in a product catalog in the following order.