Dynamics Dose

  Introducing DocPulseAI AI-Powered Document Analysis for Dynamics 365 Published on October 26, 2025 | 8 min read Transform Document Management with AI Drag & Drop Upload files instantly AI Analysis GPT Vision powered Real-time Instant insights The Challenge: Document Overload In today's business environment, organizations deal with hundreds of documents daily-contracts, invoices, reports, proposals, and more. Sales teams need to quickly understand customer contracts, support teams must extract key information from support tickets, and legal teams need to identify risks in agreements. The traditional approach?  Manual review, copy-pasting into notes, and hoping nothing important gets missed. This is time-consuming, error-prone, and frankly, not scalable in 2025. What if your CRM could automatically understand, analyze, and extract insights from documents without leaving Dynamics 365? Meet DocPulseAI DocPulseAI is a PowerApps Component Framework (PCF) control that brings AI...

  🤖 How a Simple PCF Component Can Transform Document Processing in Dynamics 365 with AI A proof-of-concept showing how anyone can expand this idea to save document data to entities with less effort using AI 🤖 AI-Powered ⚡ Low-Code 💡 Expandable Concept The Challenge Every D365 User Faces If you've worked with Dynamics 365, you know the drill: invoices come in, receipts pile up, forms arrive by email, and someone (usually several people) spends hours manually entering data from these documents into CRM fields. It's tedious, error-prone, and frankly, a waste of human talent. What if I told you there's a way to automate this entire process using AI, and it takes less effort than you'd think? The Solution: A PCF Concept That Changes Everything I recently built a Power Apps Component Framework (PCF) control that proves a powerful concept: With AI and minimal code, you can extract data from any document and save it directly to Dynamics 365 entities. This isn't just the...

Introduction: The Case Assignment Challenge In today's fast-paced customer service landscape, organizations handle hundreds or thousands of support cases daily through their Dynamics 365 CRM systems. One of the most critical yet overlooked challenges is  intelligent case assignment  – ensuring the right case reaches the right agent at the right time. The Business Problem Traditional case assignment methods fall short in several critical ways: 1. Manual Assignment Inefficiency Support managers spend countless hours reviewing cases and manually assigning them to agents Decision-making relies on gut feeling rather than data-driven insights High cognitive load leads to inconsistent assignment quality 2. Skills Mismatch Cases requiring specialized skills (technical, language, product knowledge) often land with agents lacking those competencies This results in case transfers, escalations, and increased resolution times Customer satisfaction suffers when agents can't effectively reso...