Invent CRM

Article

Copilot Studio + AI Builder: Smarter Lead Qualification in Dataverse CE

Why this MVP This MVP scores every new Dynamics 365 lead in seconds, writes a grade and a reason back to Dataverse, and lets sellers qualify l...

Invent CRM 14 days ago 14

Article

Auto-Classifying Support Tickets in Dataverse CE Using AI Builder

A hands-on walkthrough for Power Platform makers — AI Integration + Dataverse CE Why I Built This In most support teams, the first thing that ...

Invent CRM 1 month ago 16

Article

Copilot Studio Agent Answering FAQs from a Power Pages Knowledge Base

A hands-on walkthrough for Power Platform makers – Copilot Studio + Power Pages Why I Built This Most Power Pages sites already have a h...

Invent CRM 2 months ago 22

Article

Using Azure OpenAI to Auto-Summarize Dataverse Case Notes – AI Integration + Dataverse CE

Why I Built This If you work in Dynamics 365 Customer Service or any Dataverse CE environment, you already know the pain: a single case can ac...

Invent CRM 2 months ago 18

Article

AI-Powered Smart Form in Power Pages Part 4: Dataverse Save, Testing & Production Checklist

Inject AI metadata into hidden fields before submission, add the new_originaltext and new_aiconfidence columns to your ent...

Invent CRM 2 months ago 20

Article

AI-Powered Smart Form in Power PagesPart 3: Portal HTML & JavaScript Smart Fill Engine

The complete Power Pages page layout — AI input panel HTML, dark widget CSS, and the full JavaScript engine that maps extracted fields to your...

Invent CRM 3 months ago 19

Article

Power Automate Flow — HTTP Trigger to Azure OpenAI

Build the secure Power Automate HTTP trigger flow that receives free text from the portal, calls Azure OpenAI using your smart-form-extract de...

Invent CRM 3 months ago 18

Article

AI-Powered Smart Form in Power Pages — Azure OpenAI + Dataverse – Part 1

User types free-text → JavaScript calls Azure OpenAI via Power Automate → AI extracts structured fields (name, date, category, priority) → aut...

Invent CRM 4 months ago 25

Article

Power Pages Table Permission Inheritance Patterns – Deep Dive

A code-level walkthrough of all 5 permission scope types – Global, Contact, Account, Parent, Self – with real FetchXML showing exa...

Invent CRM 4 months ago 31

Article

Build a Dynamic PDF Generator in Power Pages

Trigger Power Automate from portal JavaScript → flow queries Dataverse → generates PDF using HTML-to-PDF converter → returns base64 → portal t...

Invent CRM 5 months ago 31