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10 of 69 articles tagged dynamics-365-crm
Master Dynamics 365 Customer Service unified routing with skills-based assignment, capacity profiles, and overflow rules to cut handle time and boost CSAT.
An introduction to the Model Context Protocol and how the Dataverse MCP server lets Claude read and write business data through natural language.
A hands-on example of using the Dataverse MCP server with Claude to query tables, create records, and update data in Dynamics 365 through natural language.
The standout features from Microsoft's 2026 Release Wave 1 for Dynamics 365 and Power Platform, and what they mean for your projects.
A hands-on tutorial for creating custom Copilot plugins in Dynamics 365 Sales — from defining a custom API to registering a plugin that Copilot can invoke, with real examples and permission gotchas.
A practical breakdown of the Sales Qualification Agent, Case Management Agent, and the governance framework you need before deploying them.
A field-tested guide to dual-write configuration between D365 Finance & Operations and Dataverse — covering initial sync failures, conflict resolution, performance tuning, and when to use alternatives like virtual entities or data export service.
How Dataverse security roles actually work, common mistakes that leave data exposed, and the layered model you should be using in 2026.
How to distinguish between create and update operations in Dataverse-triggered flows and implement conditional logic accordingly.
A practical reference for solution component types, their IDs, and how to work with solution XML in Dynamics 365 and Power Platform.
