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 smoother and tailored to your needs….
AI Prompting
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Use AI suggestions for formula columns
Do you struggle sometimes when introducing formula columns (fx Formula) on how to design/configure these? Now it is possible to use AI suggestions for formula columns to speed up the process and create your formulas quickly. I will explain the AI suggestions for formula columns by using the following use…
Sales
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How to customize the opportunity close form
Have you ever had the need to customize the opportunity closuring experience? When managing the opportunities in the current sales process, you will probably recognize the popup below. This is triggered when you mark your opportunity Close as won or Close as lost from the ribbon. It is possible to…
Copilot
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How to add Copilot to a model-driven app
Have you ever wanted to add Copilot to a model-driven app? There is a simple way of doing this. When opening the Sales Hub App you immediately notice that on top of the menu, the Copilot menu item is there. In order to add Copilot to a model-driven app, I…
Copilot
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How do you turn off suggestions in Dynamics?
Are you also frustrated by the new form fill assistance from Copilot? Lucky you, you can turn off suggestions in Dynamics since it is enabled by default. Some of you probably have seen it, when filling in a main form all of a sudden a Copilot bar pops up and…
Copilot
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Using Copilot for multi-table structure for Padel Vamos
Copilot Copilot Copilot Copilot, you can’t get around it anymore. Also when checking the release notes for 2024 Wave 2 there is a lot around CoPilot in it. In my previous post, I shared my findings on the prompting and that is a nice bridge to this blog post. Within…
Generative AI
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AI Prompting a new class at primary school?
The Uefa EURO 2024 is over and what a tournament it was. With Spain as the well-deserved winner, if you ask me, it is now time to reflect back. As mentioned before I would like to share my lessons learned when it comes to: For this blog, I would like…
AI Builder
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Will unstoppable AI bring it home
Tonight already the Semifinals are about to start, and tomorrow The Netherlands will be playing against England. The big question though: “Will unstoppable AI bring it home to the Netherlands?” AI is on the roll again after predicting the victory against Turkey. It will be interesting to find out what…
AI Builder
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Confidence of AI grows, Dutch Team will make it to the Semifinal
The Quarterfinals are about to start, the Netherlands will play tomorrow against Turkey. After predicting the game against Romania correctly, the confidence of AI grows. Will it be right again is the big question. When you look at the history of this match, it was always very close. Please find…
Model-driven Apps
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Sublime way of collaborating on a record in model-driven apps
Sometimes you come across something that you think “Ah that is kind of cool”. I had such a moment this week where I came across something around collaboration on a record within a model-driven app. It is already there for a couple of months based on what I can see,…