You probably recognize this: when using a Business Process Flow, the standard functionality allows you to see how many minutes/hours days the process is active. Have you ever thought about auditing Business Process Flow movements? When you have a business process flow that aligns with your process, when auditing business…
Category: Power Automate
Sales
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Make Sales Fun again, How to configure your own Gamification
Making sales fun again and driving adoption, that was, in essence, what the gamification module was all about. Some of you can perhaps still remember the classic gamification module. Now it is time to configure your own gamification via some simple customizations. In this blog, I would like to demonstrate…
Power Automate
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Your flow has a new trigger URL but does not trigger?
Probably lots of people have received emails over the last couple of months about a flow has a new trigger URL. The deadline for sorting this out is November 30th. Microsoft has made changes to the way HTTP trigger URLs work. According to the Questions section on Microsoft Learn, someone…
Sales
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Adding Goals in bulk, simple and easy!
In my previous blog post, I wrote about goal management in general (link to article here). The post explains how goal management works and how to configure it yourself. Adding goals in bulk is one of the gaps I noticed while I was looking into this feature. Yes, there is…
SharePoint
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Single SharePoint document storage place across sales process
Let’s start with the fact that I am not a SharePoint “Guru,” so I still need to learn a lot in that area. I wanted to have a single SharePoint document storage place for the sales process of Padel Vamos. The difficulties I found when working with SharePoint are the…
Reporting
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Classic vs Power Automate, different ways of using Word templates
Recently I wrote about the differences between the classic way of generating Word templates vs the new way of managing this via the Power Platform Admin Settings (blog here). This was discussed in the Power Platform BOOST Podcast (Power Platform Boost Podcast) from Nick Doelman and Ulrikke Akerbæk and Nick…
AI Builder
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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…
Power Automate
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Get your quote approved with workflow approvals using Power Automate
Inspired by a number of great people in the community who wrote about Workflow Approvals using Power Automate in the past I wanted to use this in a prototype based on requests that I have seen in the field. This idea is translated into the use case I have used…
AI Builder
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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…
AI Prompting
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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…