Invent CRM

Article

AI-Powered Duplicate Detection in Dataverse CE Before Record Creation

Why classic duplicate detection is not enough This post shows how to stop duplicate Accounts and Contacts in Dataverse (Dynamics 365 CE) befor...

Invent CRM 1 day ago 4

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 1 month ago 15

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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 2 months ago 18

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 23

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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 3 months ago 18

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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 3 months ago 23

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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 4 months ago 21

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 4 months ago 21

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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 5 months ago 26

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 5 months ago 35