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Get your quote approved with workflow approvals using Power Automate

Inspired by a number of great people in the community who wrote about Workflow Approvals using Power Automate in the past I wanted to use this in a prototype based on requests that I have seen in the field. This idea is translated into the use cas...

JeroenS 46
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New Column Security Profile experience

most of you perhaps still know it as Field Security Profiles but it depends on whether you are working via the “classic interface” or using the Power Platform Admin Center for example and are more familiar with the term Column Security Profiles. F...

JeroenS 46
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Leverage AI Builder language models to collaborate more easily

Within the AI Builder, there is a whole range of prebuilt models that you can use within for example the Power Platform. In this blog post, I would like to focus on two AI Builder language models that are prebuilt and available to you: Use case: P...

JeroenS 46
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Using custom AI prompts to build better relationships

Any idea how custom AI Prompts can help you build better relationships? When working in sales or other departments working with customers, one of the things that you probably want to achieve is knowing your customer. Building relationships and tru...

JeroenS 46
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Hide system views to tailor your user experience

Do you find it difficult to find the system views in the long lists of views available for certain tables? Yes, you were able to set a default of course, but now you do have the option to hide system views when enabling this feature. When looking ...

JeroenS 46
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Enhanced grid options to analyze data

With the Microsoft 2024 Wave 2 release there is another great feature available which allow sellers to have enhanced grid options. This allows you to analyze for example opportunities or quote data a lot quicker and more efficiently. Move left Mov...

JeroenS 46
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Use Work Assignment to automate assignments

Another great feature that is released within the Wave 2 2024 Release is the Work Assignment feature. This feature allows you to automate the process of leads and opportunities assignments based on different criteria. This can be a great way to as...

JeroenS 46
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New customized lead qualification experience

One of my favorite new features that is introduced in the Wave 2 2024 release, is the new customized lead qualification experience. This functionality did not change that much over time but now you do have better options to make this process a lot...

JeroenS 46