This is still in preview, but something that I was waiting for to be introduced for a while: using AI Prompt columns in your tables. In this blog, I will demonstrate two use cases and how to create your own: AI Prompting for SWOT Analysis When you work in sales,…
Category: Artificial Intelligence

Setting up notes analysis, helpful or not?
I was looking into an issue and then I was stumbling into this feature that is finding the intent of a note on the timeline and suggesting actions from it. At first, I thought, that was pretty cool, but playing a bit more with it I questioned more and more…

Using AI record summary for tables
One of the things that was just released in Public Preview is the AI record summary for tables (link to release plan). The cool thing about this feature is that it allows you to create your own custom AI Prompt, which will then be used to display the Copilot summary…

Prioritize seasonal sales using AI
In the past, I wrote about the UEFA Euro soccer championship and used the AI Builder prediction model to predict how well the Dutch team would perform (URL to post). That made me wonder if I could find a use case to apply a custom prediction model to one of…

Reflecting back on 2024, Hello World and 2025
2024…. what a year it was! It is almost coming to an end but it is time to reflect since the Holidays are coming close. Personally, 2024 started with the 90-Day Mentoring Challenge from Mark and Meg Smith. What a great start to the year besides the fact that I…

Increase efficiency with Copilot smart paste feature
Copilot features are being launched rapidly lately. Sometimes in preview and sometimes they are available to you straight away. A while back Microsoft introduced the Copilot form fill suggestions using AI. I blogged about it when it was just released (blog post you can find here) and at that time…

Filter views using Copilot
Another preview feature that will make a lot of people excited is that you are now able to find, sort, and filter views using Copilot. Using your AI prompting skills in Copilot allows you to work with data more efficiently. At the moment you already have some of this functionality…

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: Padel Vamos goes internationally…

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 trust is key when you are working with customers. Microsoft has…

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 smoother and tailored to your needs….