# http://itknocks.com llms-full.txt ## Innovative Microsoft Solutions Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-748E2EC0E95770CB4A15360D2ACFD23D@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Building Impactful Future through Data & AI [![](https://itknocks.com/wp-content/uploads/2025/03/Group-751.svg)\\ \\ **Power Platform**](https://itknocks.com/#) [![](https://itknocks.com/wp-content/uploads/2025/03/Group-748.svg)\\ \\ **Azure**](https://itknocks.com/#) [![](https://itknocks.com/wp-content/uploads/2025/03/Group-749.png)\\ \\ **Copilot**](https://itknocks.com/#) [![](https://itknocks.com/wp-content/uploads/2025/03/Group-750.svg)\\ \\ **Dynamics 365**](https://itknocks.com/#) [![](https://itknocks.com/wp-content/uploads/2025/06/Azure-AI-Foundry-2.png)\\ \\ **Azure AI Foundry**](https://itknocks.com/#) ## Our Impact in Numbers 50+ [**Happy Customers** \\ \\ We bring the right people together to challenge conventional thinking and drive meaningful transformation.](https://itknocks.com/#) 60+ [**Talented Engineers** \\ \\ Our team combines expertise and innovation to deliver exceptional solutions that make a difference.](https://itknocks.com/#) 100% [**Certification Achieved** \\ \\ We’re committed to excellence, with every project meeting certified industry standards.](https://itknocks.com/#) 6000+ [**Business Hours Saved** \\ \\ Through smart solutions and efficient processes, we've helped our clients save thousands of valuable hours.](https://itknocks.com/#) Happy Customers 25+ Talented Engineers 60+ Certification Achieved 100% Business Hours Saved 6,000+ ![](https://itknocks.com/wp-content/uploads/2025/02/iiiiiii-1-1.gif) ## About Us ## Your Trusted Partner in Microsoft Technology Solutions At ITKnocks, we drive your success with innovative Microsoft solutions. Our global team turns challenges into opportunities, seamlessly integrating cutting-edge technologies. Experience the ITKnocks advantage—where expertise, collaboration, and innovation converge for your success. [Book a meeting](https://itknocks.com/get-in-touch/) Sticky Vertical Button [Dynamics Contact Center](https://itknocks.com/dynamics-contact-center/) ## Our Values ## What Sets Us Apart At ITKnocks, our core values are the heartbeat of our company. Through empathy, we build lasting connections with our clients. Reliability is our promise, ensuring a steadfast partnership that you can count on. With accountability and integrity, we uphold the highest standards in everything we do, shaping an experience rooted in trust, innovation, and success. Together, we deliver solutions that not only meet your needs but also elevate your business culture to new heights. [Know More](https://itknocks.com/who-we-are/) ![](https://itknocks.com/wp-content/uploads/2025/01/Mask-group.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Group-746.png) ## Technologies Tech stack for your next level ventures ## Services Navigating Business Excellence through our Strategic Solutions ![hello](https://itknocks.com/wp-content/uploads/2025/01/rb_2151767897-1.png) ### Customer Engagement (CE) ITKnocks revolutionizes businesses with Microsoft Dynamics 365 CRM, centralizing contacts, automating tasks, and optimizing sales processes. Tailored solutions span Construction, Financial Services, Healthcare, and Manufacturing. [Learn more](https://itknocks.com/customer-engagement/) ![](https://itknocks.com/wp-content/uploads/2025/01/rb_2151767897-2.png) ### Enterprise Resource Planning Transform your enterprise operations with ITKnocks' ERP services. Seamlessly integrate and streamline business processes using Microsoft Dynamics 365 ERP solutions. From finance to supply chain management, our expertise [Learn more](https://itknocks.com/erp/) ![](https://itknocks.com/wp-content/uploads/2025/06/Azure-AI-Foundry.png) ### Azure AI Foundry Unlock intelligent innovation with ITKnocks’ agile Business Application Development. Leveraging Azure AI Foundry, we build and deploy tailored AI solutions faster integrating data, automating tasks, and enhancing decision-making across your business. [Learn more](https://itknocks.com/#) [Know More](https://itknocks.com/services/) ## ITKnocks Products Redefine Your Operations with ITKnocks Products ![](https://itknocks.com/wp-content/uploads/2025/02/Contact-Pilot-2.png-1.png) ### ContactPilot AI AI-driven self-service, real-time transcription, and smart response suggestions. The ITKnocks Al-powered outbound contact application automates outbound calls, enhancing agent efficiency and providing customers with quick, Al-driven self-service, real-time transcription, and smart response suggestions. Calls are initiated without human intervention, enabling seamless large-scale outbound communication for contact centers. [Explore More](https://itknocks.com/contactpilot-ai/) ![](https://itknocks.com/wp-content/uploads/2025/02/VisionPilot-AI-Logo-1.png-1.png) ### VisionPilot AI AI-Powered OCR Document Text Extractor & Image Processing App. Document Text Extractor & Image Processing offers a range of advanced capabilities that help businesses automate data extraction, improve efficiency, and streamline their workflows. Document Text Extractor & Image Processing can be applied in various industries, enhancing document management, customer service, and marketing. [Explore More](https://itknocks.com/visionpilot/) [Know More](https://itknocks.com/our-products/) ![angleautofinance](https://itknocks.com/wp-content/uploads/2025/03/angleautofinance-1.png) ![bkhgroup](https://itknocks.com/wp-content/uploads/2025/03/bkhgroup-1.png) ![btt](https://itknocks.com/wp-content/uploads/2025/03/btt-1.png) ![businessnsw](https://itknocks.com/wp-content/uploads/2025/03/businessnsw-1.png) ![cpa](https://itknocks.com/wp-content/uploads/2025/03/cpa-1.png) ![eml](https://itknocks.com/wp-content/uploads/2025/03/eml-1.png) ![exent](https://itknocks.com/wp-content/uploads/2025/03/exent-1.png) ![freshproduce](https://itknocks.com/wp-content/uploads/2025/03/freshproduce-1.png) ![mip](https://itknocks.com/wp-content/uploads/2025/03/mip-1.png) ![onmarket](https://itknocks.com/wp-content/uploads/2025/03/onmarket-1.png) ![raptortech](https://itknocks.com/wp-content/uploads/2025/03/raptortech-1.png) ![sectra](https://itknocks.com/wp-content/uploads/2025/03/sectra-1.png) ![sgfleet](https://itknocks.com/wp-content/uploads/2025/03/sgfleet-1.png) ![sofraco](https://itknocks.com/wp-content/uploads/2025/03/sofraco-1.png) ![southerncrossuniversity](https://itknocks.com/wp-content/uploads/2025/03/southerncrossuniversity-1.png) ![theshepherdcenter](https://itknocks.com/wp-content/uploads/2025/03/theshepherdcenter-1.png) ![unswaustralia](https://itknocks.com/wp-content/uploads/2025/03/unswaustralia-1.png) ![acwa](https://itknocks.com/wp-content/uploads/2025/03/acwa-1.png) ![afcaaustralianfinancialcomplaintsauthority](https://itknocks.com/wp-content/uploads/2025/03/afcaaustralianfinancialcomplaintsauthority-1.png) ![angleautofinance](https://itknocks.com/wp-content/uploads/2025/03/angleautofinance-1.png) ![bkhgroup](https://itknocks.com/wp-content/uploads/2025/03/bkhgroup-1.png) ![btt](https://itknocks.com/wp-content/uploads/2025/03/btt-1.png) ![businessnsw](https://itknocks.com/wp-content/uploads/2025/03/businessnsw-1.png) ![cpa](https://itknocks.com/wp-content/uploads/2025/03/cpa-1.png) ![eml](https://itknocks.com/wp-content/uploads/2025/03/eml-1.png) ![exent](https://itknocks.com/wp-content/uploads/2025/03/exent-1.png) ![freshproduce](https://itknocks.com/wp-content/uploads/2025/03/freshproduce-1.png) ![mip](https://itknocks.com/wp-content/uploads/2025/03/mip-1.png) ![onmarket](https://itknocks.com/wp-content/uploads/2025/03/onmarket-1.png) ![raptortech](https://itknocks.com/wp-content/uploads/2025/03/raptortech-1.png) ![sectra](https://itknocks.com/wp-content/uploads/2025/03/sectra-1.png) ![sgfleet](https://itknocks.com/wp-content/uploads/2025/03/sgfleet-1.png) ![sofraco](https://itknocks.com/wp-content/uploads/2025/03/sofraco-1.png) ![southerncrossuniversity](https://itknocks.com/wp-content/uploads/2025/03/southerncrossuniversity-1.png) ![theshepherdcenter](https://itknocks.com/wp-content/uploads/2025/03/theshepherdcenter-1.png) ## Recent Customer Engagements Discover Inspiring Customer Stories with ITKnocks ![](https://itknocks.com/wp-content/uploads/2025/06/angle-auto-finance.jpg) ### Angle Auto Finance [Learn more](https://itknocks.com/angle-auto-finance/) ![](https://itknocks.com/wp-content/uploads/2025/06/EML.webp) ### Employers Mutual Limited [Learn more](https://itknocks.com/eml-case-study/) ![](https://itknocks.com/wp-content/uploads/2025/06/BKH-group.jpg) ### BKH Group [Learn more](https://itknocks.com/bkh-case-study/) [Our Work](https://itknocks.com/customer-engagement/) ## Our Success Stories ## Testimonials ![](https://itknocks.com/wp-content/uploads/2025/02/Group-591-1.png)We've nothing but to say Thanks to ITKnocks Team because of their attention to details, asking such questions which let us revalidate our internal process, quality documentation and solution presentation is amazing. Lee Clark Director of IT (CIO) ![](https://itknocks.com/wp-content/uploads/2025/01/image-7-1.png)![](https://itknocks.com/wp-content/uploads/2025/02/Group-591.png)ITKnocks empowered us with Dynamics 365 automation and Power Platform integration, creating a unified data store accessible across locations. Their deep understanding of our business enabled seamless process automation on Microsoft technologies. Victor Liondas Chief Executive Officer ![](https://itknocks.com/wp-content/uploads/2025/02/image-157.png) ## Featured Insights Stay informed with ITKnocks’ industry experiences [![](https://itknocks.com/wp-content/uploads/2025/03/microsoftauthenticationlibrarymsalfeaturedimage.png)](https://itknocks.com/learn-how-to-implement-secure-authentication-in-vanilla-javascript-spas-using-the/) [Read more](https://itknocks.com/learn-how-to-implement-secure-authentication-in-vanilla-javascript-spas-using-the/) [![](https://itknocks.com/wp-content/uploads/2025/03/websitefeaturedcustomerjourneycreationwithcopilotindynamics365marketing1.png)](https://itknocks.com/learn-how-to-create-personalized-customer-journeys-in-minutes-with-dynamics-365/) [Read more](https://itknocks.com/learn-how-to-create-personalized-customer-journeys-in-minutes-with-dynamics-365/) [![](https://itknocks.com/wp-content/uploads/2025/03/webbanneroptimizecampaignswithdynamics365marketingemaildeduplicationfeaturedimages.png)](https://itknocks.com/optimize-campaigns-with-dynamics-365-marketing-email-deduplication-to-streamline-communication-prevent/) [Read more](https://itknocks.com/optimize-campaigns-with-dynamics-365-marketing-email-deduplication-to-streamline-communication-prevent/) ## Contact Us Let’s Shape the Future Together! Submit ## Contact Us Let’s Shape the Future Together! First Name Last Name Company Name Email Address How did you hear about us?LinkedInWord of MouthConference / WebinarBlogs or ArticlesMicrosoftPartners Comments Submit ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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## ITKnocks Sitemap https://itknocks.com/post-sitemap.xml2025-06-25T11:02:52+00:00https://itknocks.com/page-sitemap.xml2025-06-26T03:32:34+00:00https://itknocks.com/elementskit\_template-sitemap.xml2025-05-15T05:53:00+00:00https://itknocks.com/thjm\_jobs-sitemap.xml2025-06-18T06:07:01+00:00https://itknocks.com/metform-form-sitemap.xml2025-05-08T15:00:58+00:00https://itknocks.com/category-sitemap.xml2025-06-25T11:02:52+00:00https://itknocks.com/post\_tag-sitemap.xml2025-06-25T11:02:52+00:00https://itknocks.com/thjm\_job\_category-sitemap.xml2025-06-18T06:07:01+00:00https://itknocks.com/thjm\_job\_locations-sitemap.xml2025-06-18T06:07:01+00:00https://itknocks.com/thjm\_job\_type-sitemap.xml2025-06-18T06:07:01+00:00https://itknocks.com/author-sitemap.xml2025-06-24T06:54:29+00:00 ## Author Profiles and Posts https://itknocks.com/author/synctalsolution/2025-06-24T06:54:29+00:00 ## AI-Driven Customer Engagement 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YesNo [Skip to content](https://itknocks.com/tag/ai/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Tag: AI ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) AI and Copilot-Enhanced Campaign Optimization for a Client By Adnan Khan In another successful case, ITKnocks implemented AI and automation to enhance the client’s marketing campaigns. By integrating Azure OpenAI API, Azure Data Factory, and AI-driven insights, ITKnocks provided real-time campaign optimization, ensuring the client’s ads and digital touchpoints adapted dynamically to user behaviour.  Integration of AI-Driven Campaign Insights ITKnocks transformed the client’s \[…\] ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) AI and Copilot-Driven Sales Lead Generation Transformation for a Client By Adnan Khan ITKnocks executed a groundbreaking lead generation transformation for a client by integrating advanced AI tools into their marketing processes. The primary goal was to automate the conversion of ads from various digital platforms into actionable leads, thus streamlining the process from advertisement to \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/tag/copilot-and-ai/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Tag: COPILOT AND AI ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) AI and Copilot-Enhanced Campaign Optimization for a Client By Adnan Khan In another successful case, ITKnocks implemented AI and automation to enhance the client’s marketing campaigns. By integrating Azure OpenAI API, Azure Data Factory, and AI-driven insights, ITKnocks provided real-time campaign optimization, ensuring the client’s ads and digital touchpoints adapted dynamically to user behaviour.  Integration of AI-Driven Campaign Insights ITKnocks transformed the client’s \[…\] ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) AI and Copilot-Driven Sales Lead Generation Transformation for a Client By Adnan Khan ITKnocks executed a groundbreaking lead generation transformation for a client by integrating advanced AI tools into their marketing processes. The primary goal was to automate the conversion of ads from various digital platforms into actionable leads, thus streamlining the process from advertisement to \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/tag/dynamics-365/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Tag: DYNAMICS 365 ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) Integrate External Application with D365 CRM By Muhammad Asif Introduction Integrating external applications with Microsoft Dynamics 365 CRM can be efficiently managed using Power Automate. In this article, we will walk through the process of setting up an HTTP trigger in Power Automate to receive requests from an external application, authenticate using a JWT token, \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/author/synctalsolution/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Author: finaltune\_itknocks ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) Integrate External Application with D365 CRM By Muhammad Asif Introduction Integrating external applications with Microsoft Dynamics 365 CRM can be efficiently managed using Power Automate. In this article, we will walk through the process of setting up an HTTP trigger in Power Automate to receive requests from an external application, authenticate using a JWT token, \[…\] ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) AI and Copilot-Enhanced Campaign Optimization for a Client By Adnan Khan In another successful case, ITKnocks implemented AI and automation to enhance the client’s marketing campaigns. By integrating Azure OpenAI API, Azure Data Factory, and AI-driven insights, ITKnocks provided real-time campaign optimization, ensuring the client’s ads and digital touchpoints adapted dynamically to user behaviour.  Integration of AI-Driven Campaign Insights ITKnocks transformed the client’s \[…\] ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) AI and Copilot-Driven Sales Lead Generation Transformation for a Client By Adnan Khan ITKnocks executed a groundbreaking lead generation transformation for a client by integrating advanced AI tools into their marketing processes. The primary goal was to automate the conversion of ads from various digital platforms into actionable leads, thus streamlining the process from advertisement to \[…\] ## [Enhance your CI/CD workflows with secure and efficient Azure Key Vault integration](https://itknocks.com/learn-how-to-integrate-nuget-packages-in-dynamics-365-crm-plugins-to/) [![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-1024x576.png)](https://itknocks.com/learn-how-to-integrate-nuget-packages-in-dynamics-365-crm-plugins-to/) Azure DevOps: Integrate Key Vault Secrets with Local Self-Hosted Agent By Muhammad Asif Summary: The article discusses the integration of Azure Key Vault secrets into Azure Pipelines using a Self-hosted Local Agent for enhanced security and efficiency in CI/CD processes. It emphasizes the importance of protecting sensitive information during development and introduces Azure Key Vault \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/thjm_job_category/permanent/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Category: Permanent ## [Senior Consultant – D365](https://itknocks.com/jobs/senior-consultant-d365/) ITKnocks is currently seeking a highly skilled and experienced Senior Consultant – D365 specializing in Dynamics 365 CRM/CE. If you are passionate about transforming businesses through cutting-edge technology solutions, we invite you to join our team of experts. Why work at ITKnocks? Technology is advancing at a faster pace today than it ever has before. Staying on old… ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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YesNo [Skip to content](https://itknocks.com/thjm_job_locations/karachi/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Location: Karachi ## [Senior Consultant – D365](https://itknocks.com/jobs/senior-consultant-d365/) ITKnocks is currently seeking a highly skilled and experienced Senior Consultant – D365 specializing in Dynamics 365 CRM/CE. If you are passionate about transforming businesses through cutting-edge technology solutions, we invite you to join our team of experts. Why work at ITKnocks? Technology is advancing at a faster pace today than it ever has before. Staying on old… ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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YesNo [Skip to content](https://itknocks.com/jobs/senior-consultant-d365/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ITKnocks is currently seeking a highly skilled and experienced **Senior Consultant – D365** specializing in **Dynamics 365 CRM/CE**. If you are passionate about transforming businesses through cutting-edge technology solutions, we invite you to join our team of experts. ### **Why work at ITKnocks?** Technology is advancing at a faster pace today than it ever has before. Staying on old or obsolete tech for too long can leave you left behind in the industry. At ITknocks, employees get opportunities to learn and work on Advanced technologies every day. If you are a technology enthusiast and have passion then come join us to learn and work on technologies that help you build your profile and career too.” Technologies such as the latest Dynamics 365 online, powerplatform, Azure and AI components copilots and Azure open AI. ### **Responsibilities and Requirements:** - Minimum 8 years experience in leading MS Dynamics 365 technical specialists in complex enterprise environments. - Advanced MS Dynamics 365 development C, JavaScript, HTML, SQL and deployment experience. - Advanced skills in Power Platform Power Apps, and Power Automate. - Extensive Microsoft Dynamics 365 solution design experience. - Strong interpersonal, communication and people skills with internal and external stakeholders. - Experience in resolving complex client and stakeholder-related queries with exceptional analytical and problem-solving skills. - Ability to work independently with limited supervision and be accountable for outcomes. - Experience in ITIL service management. - Experience with Microsoft Dynamics 365 solution design. - Demonstrated experience with Microsoft Dynamics 365 solution packaging and deployment. - Demonstrated experience with CI/CD solutions using Azure DevOps and Octopus Deploy is highly desirable. - Demonstrated experience managing code branches with Git and Azure DevOps. - Demonstrated experience with Microsoft Azure is desirable. - Experience working in AGILE environments ### **Knowledge & Technical Skills:** - Demonstrated ability to apply development, deployment and testing best practices. - Relevant tertiary qualification in information technology or engineering. - Strong interpersonal, communication and people skills with stakeholders. - Ability to work independently with limited supervision and be accountable for outcomes. ### **Business acumen:** - Works well with service delivery and project teams - Shows resilience, pursuing challenging situations with drive to achieve specified goals. - Problem-solving, analytical and critical thinking skills for investigating and resolving stakeholder, client, or systems problems, and for improving work practices and processes. - A commitment to customer service excellence and professional representation combined with proven ability to communicate and accept responsibilities ### **Qualifications:** - A Bachelor’s degree in Information Technology from a recognised educational/accredited institution is desirable and/ or equivalent substantial relevant work experience current or previous. - Microsoft Dynamics 365 certification is desirable. ### **Perks and Benefits:** - Market Competitive Salary - Hybrid Model - Annual Increment - Annual Bonus - Bi-Annual Performance Review - IPD and OPD - Referral Bonus - Paid Certifications - Perfect Work-Life Balance - Healthy and Friendly Work Culture - Monthly Recreational Events and Activities .. and much more **Location:** Karachi, hybrid **Shift:** Mon – Fri, 8 am – 5 pm Apply today and embark on a journey of innovation, growth, and endless possibilities – where every day brings new challenges and rewards. 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Years of Experience\* Current Salary\* Expected Salary\* Notice Period\* LinkedIn Profile\* How did you find out about itknocks.com?\*LinkedInIndeedSocial MediaFriendOthers Email Apply Now This job is Expired ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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YesNo [Skip to content](https://itknocks.com/category/ai-copilot/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Category: AI & Copilot ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) AI and Copilot-Enhanced Campaign Optimization for a Client By Adnan Khan In another successful case, ITKnocks implemented AI and automation to enhance the client’s marketing campaigns. By integrating Azure OpenAI API, Azure Data Factory, and AI-driven insights, ITKnocks provided real-time campaign optimization, ensuring the client’s ads and digital touchpoints adapted dynamically to user behaviour.  Integration of AI-Driven Campaign Insights ITKnocks transformed the client’s \[…\] ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) AI and Copilot-Driven Sales Lead Generation Transformation for a Client By Adnan Khan ITKnocks executed a groundbreaking lead generation transformation for a client by integrating advanced AI tools into their marketing processes. The primary goal was to automate the conversion of ads from various digital platforms into actionable leads, thus streamlining the process from advertisement to \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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Specifically designed for obtaining JWT (JSON Web Token) Access Tokens and ID Tokens, MSAL facilitates seamless integration with Microsoft \[…\] ## [Enhance your CI/CD workflows with secure and efficient Azure Key Vault integration](https://itknocks.com/learn-how-to-integrate-nuget-packages-in-dynamics-365-crm-plugins-to/) [![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-1024x576.png)](https://itknocks.com/learn-how-to-integrate-nuget-packages-in-dynamics-365-crm-plugins-to/) Azure DevOps: Integrate Key Vault Secrets with Local Self-Hosted Agent By Muhammad Asif Summary: The article discusses the integration of Azure Key Vault secrets into Azure Pipelines using a Self-hosted Local Agent for enhanced security and efficiency in CI/CD processes. 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YesNo [Skip to content](https://itknocks.com/category/blog/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Category: Blog Your blog category ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) Integrate External Application with D365 CRM By Muhammad Asif Introduction Integrating external applications with Microsoft Dynamics 365 CRM can be efficiently managed using Power Automate. In this article, we will walk through the process of setting up an HTTP trigger in Power Automate to receive requests from an external application, authenticate using a JWT token, \[…\] ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) AI and Copilot-Enhanced Campaign Optimization for a Client By Adnan Khan In another successful case, ITKnocks implemented AI and automation to enhance the client’s marketing campaigns. By integrating Azure OpenAI API, Azure Data Factory, and AI-driven insights, ITKnocks provided real-time campaign optimization, ensuring the client’s ads and digital touchpoints adapted dynamically to user behaviour.  Integration of AI-Driven Campaign Insights ITKnocks transformed the client’s \[…\] ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) AI and Copilot-Driven Sales Lead Generation Transformation for a Client By Adnan Khan ITKnocks executed a groundbreaking lead generation transformation for a client by integrating advanced AI tools into their marketing processes. The primary goal was to automate the conversion of ads from various digital platforms into actionable leads, thus streamlining the process from advertisement to \[…\] ## [Dynamics Contact Center is a Copilot-driven SAAS platform embedded with Generative AI,](https://itknocks.com/dynamics-contact-center-is-a-copilot-driven-saas-platform-embedded-with-generative-ai/) [![](https://itknocks.com/wp-content/uploads/2025/03/Dynamics-Contact-Center-Fetured-Image-1024x576.png)](https://itknocks.com/dynamics-contact-center-is-a-copilot-driven-saas-platform-embedded-with-generative-ai/) Implementation of Dynamics Contact Center and Integration with Non-Microsoft CRM and IVR By Adnan Khan Dynamics Contact Center is a Copilot-driven SAAS platform embedded with Generative AI, transforming communication across all channels. 𝗜𝘁 𝘀𝗲𝗮𝗺𝗹𝗲𝘀𝘀𝗹𝘆 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝘀 𝘄𝗶𝘁𝗵 𝗮𝗻𝘆 𝗖𝗥𝗠, 𝗜𝗩𝗥 Or 𝘁𝗵𝗶𝗿𝗱–𝗽𝗮𝗿𝘁𝘆 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻, 𝗲𝗻𝗮𝗯𝗹𝗶𝗻𝗴 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝘁𝗼 𝘂𝘁𝗶𝗹𝗶𝘇𝗲 𝗼𝗺𝗻𝗶𝗰𝗵𝗮𝗻𝗻𝗲𝗹 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲𝗶𝗿 𝗽𝗿𝗲𝗳𝗲𝗿𝗿𝗲𝗱 𝗖𝗥𝗠. Recently, ITKnocks tailored copilot \[…\] ## [Maximize customer service efficiency with Dynamics 365 Contact Center analytics—optimize agent performance,](https://itknocks.com/maximize-customer-service-efficiency-with-dynamics-365-contact-center-analytics-optimize-agent-performance/) [![](https://itknocks.com/wp-content/uploads/2025/03/Customer-Service-Efficiency-1024x576.png)](https://itknocks.com/maximize-customer-service-efficiency-with-dynamics-365-contact-center-analytics-optimize-agent-performance/) Maximizing Customer Service Efficiency with Dynamics 365 Contact Center By Adnan Khan In today’s fast-paced digital world, delivering exceptional customer service requires real-time insights and intelligent action. Dynamics 365 Contact Center provides supervisors with a comprehensive suite of analytics reports to optimize agent performance, allocate resources effectively, and ensure customer satisfaction.  1. Real-Time Analytics Reports: The real-time analytics reports give supervisors \[…\] ## [See how Dynamics Contact Center elevates customer engagement with AI insights, seamless](https://itknocks.com/see-how-dynamics-contact-center-elevates-customer-engagement-with-ai-insights-seamless/) [![](https://itknocks.com/wp-content/uploads/2025/03/Transforming-Customer-Engagement-with-Dynamics-Contact-Center-1024x576.png)](https://itknocks.com/see-how-dynamics-contact-center-elevates-customer-engagement-with-ai-insights-seamless/) Transforming Customer Engagement with Dynamics Contact Center By Aaron Cooper Call centers are costly. Average handle time (AHT), interactions requiring multiple attempts for resolution, call transfers, post-call admin, coaching, customer experience, ensuring the right channel is available for a customer’s preferred engagement method and realtime visibility into key operational and experiential data are just a \[…\] ## [Learn how Dynamics 365 Contact Center uses AI-powered sentiment prediction to enhance](https://itknocks.com/learn-how-dynamics-365-contact-center-uses-ai-powered-sentiment-prediction-to-enhance/) [![](https://itknocks.com/wp-content/uploads/2025/03/Dynamics-365-Contact-Center-%E2%80%93-AI-Powered-Sentiment-Prediction-for-Agent-Routing-featured-1024x576.png)](https://itknocks.com/learn-how-dynamics-365-contact-center-uses-ai-powered-sentiment-prediction-to-enhance/) Dynamics 365 Contact Center – AI-Powered Sentiment Prediction for Agent Routing By Khizar Anjum In today’s fast-paced world, providing exceptional customer service is more important than ever. As businesses strive to meet and exceed customer expectations, having an efficient contact center is crucial. Microsoft Dynamics 365 Contact Center is at the forefront of this transformation, offering advanced \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/category/copilot-and-ai/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Category: Copilot and AI ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) AI and Copilot-Enhanced Campaign Optimization for a Client By Adnan Khan In another successful case, ITKnocks implemented AI and automation to enhance the client’s marketing campaigns. By integrating Azure OpenAI API, Azure Data Factory, and AI-driven insights, ITKnocks provided real-time campaign optimization, ensuring the client’s ads and digital touchpoints adapted dynamically to user behaviour.  Integration of AI-Driven Campaign Insights ITKnocks transformed the client’s \[…\] ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) AI and Copilot-Driven Sales Lead Generation Transformation for a Client By Adnan Khan ITKnocks executed a groundbreaking lead generation transformation for a client by integrating advanced AI tools into their marketing processes. 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In this article, \[…\] ## [Transform Website FAQs into Multi-Language Chatbots, No Code Needed! I am](https://itknocks.com/by-adnan-khan-transform-website-faqsinto-multi-languagechatbots-no-code-needed-i-am/) [![](https://itknocks.com/wp-content/uploads/2025/03/Chatbot-Featured-Images-1024x576.png)](https://itknocks.com/by-adnan-khan-transform-website-faqsinto-multi-languagechatbots-no-code-needed-i-am/) Transform Website FAQs into Multi-Language Chatbots, No Code Needed! By Adnan Khan I am often asked by clients for solutions to reduce number of customers calls and emails to their call centers related to inquiries, help or queries. The increase in number of calls also require more staff to be hired. In my experience most \[…\] ## [Maximize trading success with ARIMA Financial Forecasting. 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Here, we delve into how integrating \[…\] ## [Discover how Generative AI Copilot enhances customer interactions in Dynamics Contact Centers,](https://itknocks.com/discover-how-generative-ai-copilot-enhances-customer-interactions-in-dynamics-contact-centers/) [![](https://itknocks.com/wp-content/uploads/2025/03/Transforming-Customer-Interactions-with-Generative-AI-Copilot-in-Dynamics-Contact-Centers-1-1024x576.png)](https://itknocks.com/discover-how-generative-ai-copilot-enhances-customer-interactions-in-dynamics-contact-centers/) Transforming Customer Interactions with Generative AI Copilot in Dynamics Contact Centers By Adnan Khan Interrupt/Barge, Change your mind, Stay Silent, or Show differnt sentiments to Generative AI Copilot In this video, I’m sharing an ITKnocks demo of 𝐚 𝐭𝐞𝐥𝐞𝐩𝐡𝐨𝐧𝐞 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐚 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝐂𝐨𝐧𝐭𝐚𝐜𝐭 𝐂𝐞𝐧𝐭𝐞𝐫, where a 𝐬𝐞𝐥𝐟-𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 takes the call before any live agent. The \[…\] ## [Discover how to integrate Dynamics Contact Center and Microsoft Copilot with non-Microsoft](https://itknocks.com/discover-how-to-integrate-dynamics-contact-center-and-microsoft-copilot-with-non-microsoft/) [![](https://itknocks.com/wp-content/uploads/2025/03/Integrating-Dynamics-Contact-Center-Copilot-with-Non-Microsoft-CRMs-2-1024x576.png)](https://itknocks.com/discover-how-to-integrate-dynamics-contact-center-and-microsoft-copilot-with-non-microsoft/) Integrating Dynamics Contact Center & Copilot with Non- Microsoft CRMs By Adnan Khan Dynamics 365 Contact Center is a standalone Contact Center as a Service (CCaaS) solution that is Copilot-first and powered by Generative AI. Many organizations find themselves using multiple contact centers and CRMs due to a variety of factors, such as: At the time, technology wasn’t as \[…\] ## [Explore how Microsoft Autonomous Agents, 365 Copilot, and Copilot Studio boost productivity](https://itknocks.com/explore-how-microsoft-autonomous-agents-365-copilot-and-copilot-studio-boost-productivity/) [![](https://itknocks.com/wp-content/uploads/2025/03/Microsoft-Autonomous-Agents-featured-1024x576.png)](https://itknocks.com/explore-how-microsoft-autonomous-agents-365-copilot-and-copilot-studio-boost-productivity/) Microsoft Autonomous Agents vs. Microsoft 365 Copilot vs. Copilot Studio By Adnan Kha Understanding the AI-Driven Capabilities in the Microsoft Ecosystem Microsoft has been at the forefront of integrating AI-driven technologies to streamline business processes, and their latest innovations—Microsoft Autonomous Agents, Microsoft 365 Copilot, Dynamics 365 Copilot, and Copilot Studio—are transforming how organizations interact with, \[…\] ## [Learn how to create personalized customer journeys in minutes with Dynamics 365](https://itknocks.com/learn-how-to-create-personalized-customer-journeys-in-minutes-with-dynamics-365/) [![](https://itknocks.com/wp-content/uploads/2025/03/Website-Featured-Customer-Journey-Creation-with-Copilot-in-Dynamics-365-Marketing-1-1024x576.png)](https://itknocks.com/learn-how-to-create-personalized-customer-journeys-in-minutes-with-dynamics-365/) Effortless Customer Journey Creation with Copilot in Dynamics 365 Marketing By Aneela Arshad With Dynamics 365 Marketing, users can now effortlessly create customer journeys in just a few minutes, even if they have no prior experience with the process. By simply describing in plain language the type of journey they want to create, they can \[…\] ## [Discover how the AI Revolution, led by Microsoft Copilot, is set to](https://itknocks.com/discover-how-the-ai-revolution-led-by-microsoft-copilot-is-set-to/) [![](https://itknocks.com/wp-content/uploads/2025/03/AI-Revolution-How-Microsoft-Copilot-Will-Empower-People-Teams-and-Organizations-in-2025-1-1024x576.png)](https://itknocks.com/discover-how-the-ai-revolution-led-by-microsoft-copilot-is-set-to/) AI Revolution: How Microsoft Copilot Will Empower Teams and Organizations in 2025 By Aaron Cooper Introduction: Welcome to the future of work, where artificial intelligence (AI) is not just a buzzword but a transformative force reshaping industries. As a passionate AI aficionado, I’m thrilled to share insights into the world of AI, focusing on Microsoft Copilot and its \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/category/dynamics-365/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Category: Dynamics 365 ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) Integrate External Application with D365 CRM By Muhammad Asif Introduction Integrating external applications with Microsoft Dynamics 365 CRM can be efficiently managed using Power Automate. In this article, we will walk through the process of setting up an HTTP trigger in Power Automate to receive requests from an external application, authenticate using a JWT token, \[…\] ## [Discover how integrating Dynamics 365 CRM with advanced file storage solutions can](https://itknocks.com/discover-how-integrating-dynamics-365-crm-with-advanced-file-storage-solutions-can/) [![](https://itknocks.com/wp-content/uploads/2025/03/Website-Featured-Images-Dynamics-365-CRM-1024x576.png)](https://itknocks.com/discover-how-integrating-dynamics-365-crm-with-advanced-file-storage-solutions-can/) Optimizing Large Data File Storage with Dynamics 365 CRM By Bilal Hashmi ITKnocks has extensive experience in implementing a wide range of integrations, from simple to complex, across Dynamics 365, Azure, and other platforms. A recent project for a major financial client involved the successful integration of Dynamics 365 with Azure Blob Storage. This solution \[…\] ## [Discover how to customize address fields for Bing Maps in Dynamics 365](https://itknocks.com/discover-how-to-customize-address-fields-for-bing-maps-in-dynamics-365/) [![](https://itknocks.com/wp-content/uploads/2025/03/Bing-Maps-Featured-Images-1024x576.png)](https://itknocks.com/discover-how-to-customize-address-fields-for-bing-maps-in-dynamics-365/) How to Customize Address Fields for Bing Maps in Dynamics 365 CE By Ayush Dahiya Bing Maps integration in Dynamics 365 Customer Engagement (CE) offers an intuitive way to visualize customer locations on entity forms like Contacts, Accounts, and Leads. However, out-of-the-box, Bing Maps relies on Address 1 and Address 2 fields, which include text \[…\] ## [Microsoft’s Business Central Release Wave 2 2024 boosts productivity and automation with](https://itknocks.com/microsofts-business-central-release-wave-2-2024-boosts-productivity-and-automation-with/) [![](https://itknocks.com/wp-content/uploads/2025/03/Microsoft-Business-Central-Release-Wave-2-2024-1-1024x576.png)](https://itknocks.com/microsofts-business-central-release-wave-2-2024-boosts-productivity-and-automation-with/) Microsoft Business Central Release Wave 2 2024 By Bilal Hashmi Microsoft schedules bi-annual release plans for Business Central, which include new features and enhancements to improve user experience, optimize performance, and expand the system’s capabilities. These new functionalities are scheduled to be released between April 2024 and September 2024.   Please note delivery timelines are subject \[…\] ## [Learn how to migrate custom triggers in Dynamics 365 Marketing for seamless](https://itknocks.com/learn-how-to-migrate-custom-triggers-in-dynamics-365-marketing-for-seamless/) [![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-1024x576.png)](https://itknocks.com/learn-how-to-migrate-custom-triggers-in-dynamics-365-marketing-for-seamless/) Migrating Custom Triggers in Dynamics 365 Marketing By Aneela Arshad How Custom Triggers in Dynamics 365 Marketing Enhance Automation Real-time marketing triggers in Dynamics 365 Marketing / Customer Insights – Journeys are powerful tools that automate marketing workflows. These triggers provide customers with personalized experiences instantly. You can set specific actions to activate in response to platform events, such \[…\] ## [Learn how to create and configure custom APIs in Microsoft Dynamics 365](https://itknocks.com/learn-how-to-create-and-configure-custom-apis-in-microsoft-dynamics-365/) [![](https://itknocks.com/wp-content/uploads/2025/03/How-to-Configure-Custom-APIs-in-Microsoft-Dynamics-365-Using-Power-Apps-1024x576.png)](https://itknocks.com/learn-how-to-create-and-configure-custom-apis-in-microsoft-dynamics-365/) How to Configure Custom APIs in Microsoft Dynamics 365 Using Power Apps By Areej Sultana In this article, we’ll walk through the process of creating custom APIs in Microsoft Dynamics, focusing on the essential configurations in Power Apps. First question is why do we use Custom API: Custom APIs in Dynamics provide a flexible way \[…\] ## [Optimizing Customer Engagement with Frequency Cap: Limit message volume to improve engagement,](https://itknocks.com/optimizing-customer-engagement-with-frequency-cap-limit-message-volume-to-improve-engagement/) [![](https://itknocks.com/wp-content/uploads/2025/03/Optimizing-Customer-Engagement-with-Frequency-Cap-1024x576.png)](https://itknocks.com/optimizing-customer-engagement-with-frequency-cap-limit-message-volume-to-improve-engagement/) Optimizing Customer Engagement with Frequency Cap By Aneela Arshad Enhancing Customer Communication with Frequency Caps: The frequency cap feature allows you to limit how many messages your customers receive through a specific channel within a set time frame. When customers qualify for multiple campaigns or journeys running at the same time, they might get too many \[…\] ## [Discover how to enhance email campaigns with link aliases in Dynamics 365](https://itknocks.com/discover-how-to-enhance-email-campaigns-with-link-aliases-in-dynamics-365/) [![](https://itknocks.com/wp-content/uploads/2025/03/Enhancing-Your-Email-Campaigns-with-Link-Aliases-in-Dynamics-365-Marketing-1024x576.png)](https://itknocks.com/discover-how-to-enhance-email-campaigns-with-link-aliases-in-dynamics-365/) Enhancing Email Campaigns with Link Aliases in Dynamics 365 Marketing By Sunder Luhana Email marketing plays a pivotal role in engaging with audiences but understanding how recipients interact with your content is equally important. Dynamics 365 Marketing offers an often-overlooked feature: link aliases, which provide a streamlined way to track and evaluate the effectiveness of email campaigns.  What Are Link \[…\] ## [Master Microsoft Dynamics CRM data migration with Azure Data Factory. Learn how](https://itknocks.com/master-microsoft-dynamics-crm-data-migration-with-azure-data-factory-learn-how/) [![](https://itknocks.com/wp-content/uploads/2025/03/Microsoft-Dynamics-CRM-Data-Migration-Made-Simple-with-Azure-Data-Thumbnail-Factory-1024x576.png)](https://itknocks.com/master-microsoft-dynamics-crm-data-migration-with-azure-data-factory-learn-how/) Microsoft Dynamics CRM Data Migration Made Simple with Azure Data Factory By Rashid Khan Data migration projects can often seem straightforward at first glance. However, as many professionals know, migrating data from legacy or custom-built systems to modern enterprise platforms like Microsoft Dynamics CRM involves a host of challenges. These include dealing with differing data \[…\] ## [Optimize campaigns with Dynamics 365 Marketing Email Deduplication to streamline communication, prevent](https://itknocks.com/optimize-campaigns-with-dynamics-365-marketing-email-deduplication-to-streamline-communication-prevent/) [![](https://itknocks.com/wp-content/uploads/2025/03/Web-BannerOptimize-Campaigns-with-Dynamics-365-Marketing-Email-Deduplication-Featured-Images-1024x576.png)](https://itknocks.com/optimize-campaigns-with-dynamics-365-marketing-email-deduplication-to-streamline-communication-prevent/) Optimize Campaigns with Dynamics 365 Marketing Email Deduplication By Sunder Luhana Managing email communication effectively is a cornerstone of successful customer engagement. The Email Deduplication feature ensures that email recipients only receive one copy of a message, even if their contact information is duplicated in your database.  Why Email Deduplication Matters Duplicate emails to the same address can \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/category/dynamics-contact-center/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Category: Dynamics Contact Center ## [Discover how Generative AI Copilot enhances customer interactions in Dynamics Contact Centers,](https://itknocks.com/discover-how-generative-ai-copilot-enhances-customer-interactions-in-dynamics-contact-centers/) [![](https://itknocks.com/wp-content/uploads/2025/03/Transforming-Customer-Interactions-with-Generative-AI-Copilot-in-Dynamics-Contact-Centers-1-1024x576.png)](https://itknocks.com/discover-how-generative-ai-copilot-enhances-customer-interactions-in-dynamics-contact-centers/) Transforming Customer Interactions with Generative AI Copilot in Dynamics Contact Centers By Adnan Khan Interrupt/Barge, Change your mind, Stay Silent, or Show differnt sentiments to Generative AI Copilot In this video, I’m sharing an ITKnocks demo of 𝐚 𝐭𝐞𝐥𝐞𝐩𝐡𝐨𝐧𝐞 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐚 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝐂𝐨𝐧𝐭𝐚𝐜𝐭 𝐂𝐞𝐧𝐭𝐞𝐫, where a 𝐬𝐞𝐥𝐟-𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 takes the call before any live agent. 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YesNo [Skip to content](https://itknocks.com/category/integration/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Category: Integration ## [Discover how ITKnocks accelerated a fintech client’s success by implementing a seamless,](https://itknocks.com/discover-how-itknocks-accelerated-a-fintech-clients-success-by-implementing-a-seamless/) [![](https://itknocks.com/wp-content/uploads/2025/03/Fintech-1024x576.png)](https://itknocks.com/discover-how-itknocks-accelerated-a-fintech-clients-success-by-implementing-a-seamless/) Seamless Fintech Integration: How ITKnocks Accelerated Success for Our Client​ By Adnan Khan Our client, A leading fintech company faced significant challenges during Implementation of Dynamics 365 and a major digital transformation, primarily due to the need to integrate its legacy systems with modern cloud-based applications.  The company struggled with Lack of Centralized Security Governance and Compliance:  They \[…\] ## [Discover how to customize address fields for Bing Maps in Dynamics 365](https://itknocks.com/discover-how-to-customize-address-fields-for-bing-maps-in-dynamics-365/) [![](https://itknocks.com/wp-content/uploads/2025/03/Bing-Maps-Featured-Images-1024x576.png)](https://itknocks.com/discover-how-to-customize-address-fields-for-bing-maps-in-dynamics-365/) How to Customize Address Fields for Bing Maps in Dynamics 365 CE By Ayush Dahiya Bing Maps integration in Dynamics 365 Customer Engagement (CE) offers an intuitive way to visualize customer locations on entity forms like Contacts, Accounts, and Leads. However, out-of-the-box, Bing Maps relies on Address 1 and Address 2 fields, which include text \[…\] ## [Discover how to integrate Dynamics Contact Center and Microsoft Copilot with non-Microsoft](https://itknocks.com/discover-how-to-integrate-dynamics-contact-center-and-microsoft-copilot-with-non-microsoft/) [![](https://itknocks.com/wp-content/uploads/2025/03/Integrating-Dynamics-Contact-Center-Copilot-with-Non-Microsoft-CRMs-2-1024x576.png)](https://itknocks.com/discover-how-to-integrate-dynamics-contact-center-and-microsoft-copilot-with-non-microsoft/) Integrating Dynamics Contact Center & Copilot with Non- Microsoft CRMs By Adnan Khan Dynamics 365 Contact Center is a standalone Contact Center as a Service (CCaaS) solution that is Copilot-first and powered by Generative AI. Many organizations find themselves using multiple contact centers and CRMs due to a variety of factors, such as: At the time, technology wasn’t as \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/category/power-platform/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) # Category: Power Platform ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) Integrate External Application with D365 CRM By Muhammad Asif Introduction Integrating external applications with Microsoft Dynamics 365 CRM can be efficiently managed using Power Automate. In this article, we will walk through the process of setting up an HTTP trigger in Power Automate to receive requests from an external application, authenticate using a JWT token, \[…\] ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) AI and Copilot-Enhanced Campaign Optimization for a Client By Adnan Khan In another successful case, ITKnocks implemented AI and automation to enhance the client’s marketing campaigns. By integrating Azure OpenAI API, Azure Data Factory, and AI-driven insights, ITKnocks provided real-time campaign optimization, ensuring the client’s ads and digital touchpoints adapted dynamically to user behaviour.  Integration of AI-Driven Campaign Insights ITKnocks transformed the client’s \[…\] ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) [![ai and copilot](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) AI and Copilot-Driven Sales Lead Generation Transformation for a Client By Adnan Khan ITKnocks executed a groundbreaking lead generation transformation for a client by integrating advanced AI tools into their marketing processes. The primary goal was to automate the conversion of ads from various digital platforms into actionable leads, thus streamlining the process from advertisement to \[…\] ## [Creating Power Automate Workflows With Copilot Power Automate, a versatile](https://itknocks.com/by-ghina-amin-creating-power-automateworkflows-with-copilot-power-automate-a-versatile/) [![](https://itknocks.com/wp-content/uploads/2025/03/Website-Featured-Images-2-1024x576.png)](https://itknocks.com/by-ghina-amin-creating-power-automateworkflows-with-copilot-power-automate-a-versatile/) Creating Power Automate Workflows With Copilot By Ghina Amin Power Automate, a versatile automation platform by Microsoft, has revolutionized the way businesses handle repetitive tasks and streamline their processes. In a bid to make automation even more accessible, Microsoft has integrated Copilot, an advanced AI assistant, to enhance your Power Automate experience. In this article, \[…\] ## [Elevate Data Security With Dynamic Row-Level Security In Power BI Row-Level](https://itknocks.com/by-ghina-amin-elevate-data-securitywith-dynamic-row-levelsecurity-in-power-bi-row-level/) [![](https://itknocks.com/wp-content/uploads/2025/03/Data-Security-Featured-Images-1024x576.png)](https://itknocks.com/by-ghina-amin-elevate-data-securitywith-dynamic-row-levelsecurity-in-power-bi-row-level/) Elevate Data Security With Dynamic Row-Level Security In Power BI By Ghina Amin Row-Level Security (RLS) is a crucial aspect of data management in Power BI, as it empowers organizations to meticulously manage data accessibility based on user roles and relationships. 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This blog post offers a comprehensive guide to refining password reset mechanisms for accounts and contacts that share \[…\] ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## AI-Driven Contact Center Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-6F91FC012D39799D6DFABCF7D4AE46CF@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/dynamics-contact-center-is-a-copilot-driven-saas-platform-embedded-with-generative-ai/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Implementation of Dynamics Contact Center and Integration with Non-Microsoft CRM and IVR ## By Adnan Khan Dynamics Contact Center is a Copilot-driven SAAS platform embedded with Generative AI, transforming communication across all channels. 𝗜𝘁 𝘀𝗲𝗮𝗺𝗹𝗲𝘀𝘀𝗹𝘆 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝘀 𝘄𝗶𝘁𝗵 𝗮𝗻𝘆 𝗖𝗥𝗠, 𝗜𝗩𝗥 Or 𝘁𝗵𝗶𝗿𝗱–𝗽𝗮𝗿𝘁𝘆 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻, 𝗲𝗻𝗮𝗯𝗹𝗶𝗻𝗴 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝘁𝗼 𝘂𝘁𝗶𝗹𝗶𝘇𝗲 𝗼𝗺𝗻𝗶𝗰𝗵𝗮𝗻𝗻𝗲𝗹 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲𝗶𝗿 𝗽𝗿𝗲𝗳𝗲𝗿𝗿𝗲𝗱 𝗖𝗥𝗠. Recently, ITKnocks tailored copilot for a client’s Customer Service department, which uses a non-Microsoft CRM and Voice Carrier. Client Business Outcomes: - **Increased Revenue:** An additional estimated $75,000 in weekly revenue, and projected annual $3.9 million. - **Reduced Agent Load:** 60% decrease in agent workload. - **Improved Customer Satisfaction:** Faster, more efficient service. - **Reduced Physical Headcount Dependency:** Less reliance on additional staff. - **Enhanced Agent Mental Health:** Copilot handles initial interactions with upset clients, summarising and routing them to agents. Clients’ Challenges: - **Competitive Pressures:** Manual outbound telephony processes slowed down job booking, requiring agents to call workers one by one. - **Heavy Inbound Telephony Load:** Despite IVR and chatbots, most calls were routed to agents, causing inefficiencies. - **Need for Unified Interface:** The client required a unified interface and single database across existing CRM and applications for agents, with skill-based routing. - **Supervisory Insights:** Supervisors needed access to historical and real-time conversation data at a single place/database. ITKnocks Solution: - **Low-Code Dynamics Contact Center and Gen AI Copilot:** Automated outbound/inbound telephony, with Copilot handling 70% of the workload by understanding worker queries and dynamically proposing options. Used OOB feature, Added knowledge(files, website URLs) to copilot. - **OOB Integration Connectors:** Integrated Copilot with the existing non-Microsoft CRM and Carrier. - **Cross-Platform Integration:** Embedded Copilot chat in non-Microsoft CRM applications as a widget (out-of-the-box script). - **OOB Reporting for Supervisors:** Used OOB Reports to provide historical and real-time conversation stats. - **OOB Skill-Based Routing:** Configured Gen AI skill-based routing to direct cases to the most skilled agents, enhancing efficiency and service quality. ![](https://itknocks.com/wp-content/uploads/2025/03/Dynamics-Contact-Center-1-1024x841-1.jpeg) ![](https://itknocks.com/wp-content/uploads/2025/03/Dynamics-Contact-Center-2-1024x753-1.jpeg) ![](https://itknocks.com/wp-content/uploads/2025/03/Dynamics-Contact-Center-3-1024x413-1.jpeg) - Ready to transform your customer service operations with **Dynamics Contact Center**? Whether you’re using a Microsoft or non-Microsoft CRM, we’ve got the expertise to seamlessly integrate and elevate your communications. Let’s talk about how we can help you optimize efficiency and enhance customer satisfaction. Feel free to reach out to [ITKnocks](https://www.linkedin.com/company/itknocks/) for any implementations. _**Suggested Read: [Optimizing Customer Engagement with Frequency Cap](https://itknocks.com/optimizing-customer-engagement-with-frequency-cap/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## Optimize Customer Service Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-C6C0F7D3A13FF3642906AACEF0718208@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/maximize-customer-service-efficiency-with-dynamics-365-contact-center-analytics-optimize-agent-performance/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Maximizing Customer Service Efficiency with Dynamics 365 Contact Center ## By Adnan Khan In today’s fast-paced digital world, delivering exceptional customer service requires real-time insights and intelligent action. Dynamics 365 Contact Center provides supervisors with a comprehensive suite of analytics reports to optimize agent performance, allocate resources effectively, and ensure customer satisfaction. 1\. Real-Time Analytics Reports: The real-time analytics reports give supervisors crucial insights into the health and performance of their contact center. Supervisors can monitor key performance indicators (KPIs) like customer satisfaction, agent availability, and conversation times across multiple channels. By reviewing these metrics in real time, supervisors can make data-driven decisions and perform timely interventions to keep service levels high. Key tasks that supervisors can perform: - Monitor key metrics and make real-time adjustments. - Optimize agent allocation to provide top-notch customer support. - Track customer sentiment and intervene as necessary. - Drill down by channel, queue, or agent to uncover critical insights. ![](https://itknocks.com/wp-content/uploads/2025/03/Customer-Service-Efficiency-Dig-1.png) 2\. Ongoing Conversation Report: The ongoing conversation report displays active conversations from the last 24 hours, giving supervisors a real-time view of customer interactions. Supervisors can monitor the status of conversations, see customer sentiment, and make immediate decisions such as assigning or transferring conversations to the right agents. Supervisors can: - Assign unallocated conversations after reviewing agent skills and capacity. - Transfer conversations between agents based on workload and skills. - Monitor and even join ongoing conversations when necessary. ![](https://itknocks.com/wp-content/uploads/2025/03/Customer-Service-Efficiency-Dig-2.png) 3\. Omnichannel Dashboards: For a comprehensive look at contact center performance, the Omnichannel dashboards provide historical data on cases, agent performance, and customer satisfaction trends. These dashboards break down data by key metrics, such as conversation volume, response times, and even the impact of bots on case resolution. Available dashboard reports include: - **Conversation Dashboard**: Overview of all assisted support cases. - **Queue Dashboard**: Insight into specific queue performance. - **Agent Dashboard**: Performance insights to guide agent efficiency. - **Bot Dashboard**: Understand the contribution of bots in resolving customer inquiries. ![](https://itknocks.com/wp-content/uploads/2025/03/Customer-Service-Efficiency-Dig-3.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Customer-Service-Efficiency-Dig-4.png) 4\. Forecast Reports: Anticipating future demand is key to efficient resource planning. The forecast reports allow supervisors to predict upcoming case and conversation volumes, helping them plan agent staffing levels and optimize resource allocation. Supervisors can slice the forecast by channel or queue and even detect seasonality based on historical trends. Supervisors can: - Forecast agent demand based on historical data and chatbot activity. - Visualize agent demand on a 15-minute interval to align staffing needs with demand. - Use the rollup feature to see actual vs. forecasted volume on an hourly, daily, or monthly basis. ![](https://itknocks.com/wp-content/uploads/2025/03/Customer-Service-Efficiency-Dig-5.png) Conclusion With Dynamics 365 Contact Center’s robust analytics, customer service supervisors can stay ahead of the game. By leveraging real-time reports, historical dashboards, and accurate forecasts, businesses can maintain service excellence, optimize resource use, and ensure that every customer interaction is handled with care and precision. _**Suggested Read: [REST API to Send Messages to Azure Service Bus Topic Subscription](https://itknocks.com/rest-api-to-send-messages-to-azure-service-bus-topic-subscription/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/see-how-dynamics-contact-center-elevates-customer-engagement-with-ai-insights-seamless/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Transforming Customer Engagement with Dynamics Contact Center ## By Aaron Cooper Call centers are costly. Average handle time (AHT), interactions requiring multiple attempts for resolution, call transfers, post-call admin, coaching, customer experience, ensuring the right channel is available for a customer’s preferred engagement method and realtime visibility into key operational and experiential data are just a few challenges faced in contact center functions. Dynamics Contact Center is revolutionising customer engagement for our clients, and ITKnocks can quantify the positive business impact it can create for contact centers using legacy or multiple, silo’d applications, dashboards and tools. Efficiency Gains One of the standout benefits of Dynamics Contact Center is the remarkable efficiency it brings to customer service operations. By leveraging AI-driven insights and automation, businesses can streamline their workflows and reduce manual intervention. [According to recent studies, companies using Dynamics Contact Center have reported a 30% increase in operational efficiency](https://learn.microsoft.com/en-us/dynamics365/customer-service/use/oc-conversation-dashboard). This efficiency gain translates to faster response times and more effective handling of customer inquiries. Time Saved Time is a critical resource in any business, and Dynamics Contact Center excels at saving it. The platform’s advanced routing capabilities ensure that customer queries are directed to the right agents swiftly, minimising wait times. [On average, businesses have seen a 25% reduction in average handle time](https://learn.microsoft.com/en-us/dynamics365/customer-service/use/oc-conversation-dashboard), allowing agents to resolve issues more quickly and move on to the next customer. This not only enhances productivity but also improves the overall customer experience. Revenue Generated The positive impact of Dynamics Contact Center extends to the bottom line. By improving customer satisfaction and loyalty, businesses can drive higher revenue. [A recent report highlighted that companies implementing Dynamics Contact Center experienced a 20% increase in customer retention rates](https://brightmetrics.com/eguides/contact-center-analytics-the-most-influential-kpis-and-why-they-matter/). This boost in retention directly correlates with increased revenue, as satisfied customers are more likely to make repeat purchases and recommend the business to others. Enhanced Customer Experience Customer experience is at the heart of any successful business strategy. Dynamics Contact Center provides a unified platform that integrates various communication channels, ensuring a seamless and consistent experience for customers. The platform’s AI capabilities also enable personalised interactions, which significantly enhance customer satisfaction. [Businesses have reported a 15% improvement in customer satisfaction scores](https://learn.microsoft.com/en-us/dynamics365/guidance/resources/analytics-get-started) after adopting Dynamics Contact Center. Visualising the Impact To illustrate the transformative impact of Dynamics Contact Center, here are some key metrics by persona: ![](https://itknocks.com/wp-content/uploads/2025/03/Transforming-Customer-Engagement-with-Dynamics-Contact-Center-diag-1-1024x560-1.png) Conclusion At IT Knocks Pty Ltd, we are committed to helping our clients unlock the full potential of Dynamics Contact Center. The platform’s ability to drive efficiency, save time, generate revenue, and enhance customer experience makes it an invaluable asset for any business. By partnering with us, you can ensure that your customer service operations are optimised for success, leading to sustained growth and competitive advantage. If you’re interested in learning more about how Dynamics Contact Center can benefit your business, feel free to reach out to our team for a free workshop or demo. _**Suggested Read: [Microsoft Autonomous Agents vs. Microsoft 365 Copilot vs. Copilot Studio](https://itknocks.com/microsoft-autonomous-agents-vs-microsoft-365-copilot-vs-copilot-studio/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## AI in Contact Centers Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-92B0D05B75667C64682F3B08DEBC1044@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/learn-how-dynamics-365-contact-center-uses-ai-powered-sentiment-prediction-to-enhance/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Dynamics 365 Contact Center - AI-Powered Sentiment Prediction for Agent Routing ## By Khizar Anjum In today’s fast-paced world, providing exceptional customer service is more important than ever. As businesses strive to meet and exceed customer expectations, having an efficient contact center is crucial. Microsoft Dynamics 365 Contact Center is at the forefront of this transformation, offering advanced tools and technologies that enhance customer interactions. One of the standout features is AI-powered sentiment prediction for routing. Let’s dive into what this means and how it can revolutionize your contact center operations. ![](https://itknocks.com/wp-content/uploads/2025/03/Dynamics-365-Contact-Center-%E2%80%93-AI-Powered-Sentiment-Prediction-for-Agent-Routing-fig-1.png) #### Understanding Dynamics 365 Contact Center Dynamics 365 is a comprehensive suite of business applications that help organizations manage relationships with customers, streamline operations, and improve productivity. The contact center module is specifically designed to enhance customer service experiences by equipping agents with the tools they need to resolve issues quickly and efficiently. What is Sentiment Prediction? Sentiment prediction is a process that involves analyzing customer interactions—such as calls, chats, or emails—to determine the emotional tone of the conversation. By leveraging artificial intelligence (AI) and machine learning algorithms, sentiment prediction can accurately assess whether a customer’s sentiment is positive, negative, or neutral. This information is invaluable for contact centers aiming to provide personalized and empathetic customer support. #### The Role of Sentiment Prediction in Routing Routing in a contact center refers to the process of directing customer inquiries to the appropriate agent or department. Traditionally, routing decisions were based on factors like agent availability, skill set, or customer priority. However, sentiment prediction adds a new layer of intelligence to this process. How Sentiment Prediction Enhances Routing 1. **Prioritizing Urgent Cases:** By identifying negative sentiments early in an interaction, the system can prioritize these cases to ensure they are addressed promptly. This proactive approach prevents minor issues from escalating into major complaints. 2. **Matching Customer Needs with Agent Skills:** Sentiment analysis helps match customers with agents who are best equipped to handle their emotional state. For example, a frustrated customer can be routed to an agent with strong conflict resolution skills. 3. **Improving Customer Satisfaction:** Customers feel valued when their concerns are quickly acknowledged and addressed by the right person. This leads to higher satisfaction levels and increased loyalty. 4. **Reducing Agent Burnout:** By distributing emotionally taxing interactions more evenly among agents, sentiment prediction helps prevent burnout and maintain a high level of service quality. ![](https://itknocks.com/wp-content/uploads/2025/03/Dynamics-365-Contact-Center-%E2%80%93-AI-Powered-Sentiment-Prediction-for-Agent-Routing-fig-2.png) #### Benefits of Sentiment Prediction in Dynamics 365 Gain better control over conversations with built-in AI capabilities like sentiment analysis with in Dynamics 365 Contact Center offers numerous advantages: 1. **Enhanced Customer Experience:** By addressing customer emotions and needs proactively, businesses can create a more personalized and satisfying experience. 2. **Increased Efficiency:** Efficient routing reduces wait times and ensures that customers are connected to the right agents quickly. 3. **Actionable Insights:** Sentiment analysis provides valuable insights into customer behavior and trends, allowing businesses to make informed strategic decisions. 4. **Competitive Advantage:** Companies that leverage advanced technologies like sentiment prediction gain a competitive edge by offering superior customer service. ![](https://itknocks.com/wp-content/uploads/2025/03/Dynamics-365-Contact-Center-%E2%80%93-AI-Powered-Sentiment-Prediction-for-Agent-Routing-fig-3.png) #### Challenges and Considerations While sentiment prediction offers significant benefits, there are challenges to consider: - **Data Privacy:** Handling sensitive customer data requires strict adherence to privacy regulations and best practices. - **Accuracy:** Ensuring the AI model is accurate requires continuous monitoring and refinement. - **Integration:** Seamlessly integrating sentiment prediction with existing systems can be complex and may require technical expertise. #### Conclusion Dynamics 365 Contact Center’s sentiment prediction for routing is a game-changer for customer service operations. By harnessing the power of Gen AI, businesses can deliver more personalized, efficient, and empathetic support. As technology continues to evolve, those who adopt these innovations early will be well-positioned to lead in customer satisfaction and loyalty. Embrace sentiment prediction today and transform your contact center into a powerhouse of customer engagement. _**Suggested Read: [Dynamics 365 Contact Center – AI-Powered Sentiment Prediction for Agent Routing](https://itknocks.com/dynamics-365-contact-center-ai-powered-sentiment-prediction-for-agent-routing/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## Power Automate Workflows Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-DC5C596F0C7D8E78DDDE1BC68A401838@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/by-ghina-amin-creating-power-automateworkflows-with-copilot-power-automate-a-versatile/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Creating Power Automate Workflows With Copilot ## By Ghina Amin Power Automate, a versatile automation platform by Microsoft, has revolutionized the way businesses handle repetitive tasks and streamline their processes. In a bid to make automation even more accessible, Microsoft has integrated Copilot, an advanced AI assistant, to enhance your Power Automate experience. In this article, we’ll guide you through the process of creating Power Automate workflows with Copilot, empowering you to automate tasks with ease and efficiency. Getting Started To embark on your journey to creating Power Automate workflows with Copilot, you need a Microsoft Power Automate account and a compatible subscription. Once you have these prerequisites in place, you’re ready to harness the power of Copilot. Note on Availability: It’s essential to be aware that the Copilot feature in Power Automate is currently available in specific regions, primarily the United States and other regions as defined in the official documentation. To check the most up-to-date information regarding Copilot’s availability in your region, please refer to the official Microsoft documentation ( [Click here](https://learn.microsoft.com/en-us/power-automate/get-started-with-copilot)). Microsoft may expand the availability of Copilot to more regions in the future, so stay informed about any updates on supported areas for this exciting feature. Creating Your Power Automate Workflow with Copilot Here are the steps to create your Power Automate workflow using Copilot: Step 1: Access Power Automate Log in to your Microsoft Power Automate account. Once logged in, click “Create” to initiate a new workflow. ![](https://itknocks.com/wp-content/uploads/2025/03/Power-Automate-1-1024x775-1.png) Step 2: Enable Copilot Once you’re in the workflow editor, you’ll notice a new feature on the right side known as “Copilot Assistant.” Click on it to enable Copilot’s assistance. Copilot will now be actively engaged in your workflow creation process. Step 3: Building Your Workflow Define your workflow’s trigger. This can be based on various events such as receiving an email, changes in SharePoint, or a specific time schedule. Use Copilot to assist you in generating actions, conditions, and expressions. You can describe what you want to accomplish, and Copilot will suggest code snippets and structure your workflow. ![](https://itknocks.com/wp-content/uploads/2025/03/Power-Automate-2-1024x509-1.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Power-Automate-3-1024x509-1.png) Step 4: Add more Action Using Copilot Once you’ve defined your workflow trigger and initial actions, it’s time to expand your Power Automate workflow with additional steps using Copilot’s assistance. Copilot can provide you with code suggestions, guide you through setting up conditional logic, and help you manage variables and data transformations. Here’s how to do it: ##### 1\. Expanding Your Workflow Logic: Describe the next step or action you want to add to your workflow. For example, you might want to send an email notification when a specific condition is met. Copilot will provide you with code snippets for creating conditions, making your workflow respond intelligently to different scenarios. ##### 2\. Working with Data: If your workflow involves data manipulation or transformation, Copilot can assist you in tasks like extracting specific information from emails, filtering data from a database, or aggregating data from different sources. Simply provide a clear description of the data-related task you need, and Copilot will help you create the necessary actions. ##### 3\. Integration with Other Services: Power Automate supports a wide range of integrations with other Microsoft and third-party services. If your workflow requires connecting with external applications, platforms, or databases, describe the integration you need, and Copilot will assist you in setting up the required connections and actions. ##### 4\. Handling Errors: Copilot can help you create error-handling mechanisms, ensuring that your workflow runs smoothly and provides useful feedback when issues arise. Whether it’s catching exceptions, logging errors, or taking specific actions in case of a failure, Copilot can provide code snippets to handle errors effectively. ##### 5\. User Input and Forms: If your workflow involves user interactions, like collecting data through forms or surveys, Copilot can guide you in creating user-friendly interfaces and processing the data input efficiently. ##### 6\. Optimizing Your Workflow: Copilot can offer recommendations for improving the efficiency of your workflow. This may include suggestions for reducing redundant actions, optimizing data processing, and ensuring your workflow runs as smoothly as possible. ![](https://itknocks.com/wp-content/uploads/2025/03/Power-Automate-4-1024x509-1.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Power-Automate-5-1024x509-1.png) By adding more actions using Copilot, you can create comprehensive and sophisticated workflows that address a wide range of scenarios and requirements. Copilot’s assistance ensures that you can extend your workflow even if you’re not an experienced developer, making Power Automate a versatile tool for automating complex business processes. Remember to test your workflow thoroughly as you add new actions to ensure that it functions as intended. With Copilot’s guidance, you’ll have a powerful automation solution at your fingertips, ready to streamline your organization’s processes and boost productivity. Step 5: Testing After creating your workflow, it’s essential to thoroughly test it within the Power Automate interface. Ensure it functions as expected and meets your automation goals. Once you are satisfied with the performance, save and deploy your workflow. ![](https://itknocks.com/wp-content/uploads/2025/03/Power-Automate-6-1024x509-1.png) The Benefits of Copilot By integrating Copilot into Power Automate, Microsoft has made automation more accessible and efficient. Copilot can help users: ##### 1\. The Benefits of Copilot: Beginners can use Copilot’s assistance to create complex workflows without needing in-depth programming knowledge. ##### 2\. Increase productivity: Copilot accelerates the workflow creation process, saving time and effort. ##### 3\. Enhance accuracy: With Copilot’s real-time suggestions and code generation, the chances of errors are minimized. ##### 4\. Enable collaboration: With Copilot’s real-time suggestions and code generation, the chances of errors are minimized. Creating Power Automate workflows with Copilot is a game-changer for businesses and individuals looking to automate tasks and streamline their processes. Copilot, powered by AI, significantly simplifies the process, making it accessible to a broader audience. Whether you’re new to automation or an experienced user, Copilot will enhance your workflow creation experience, saving time, reducing errors, and ultimately increasing productivity. Embrace the power of Copilot and take your automation efforts to the next level. _**Suggested Read: [AI Revolution: How Microsoft Copilot Will Empower Teams and Organizations in 2025](https://itknocks.com/ai-revolution-how-microsoft-copilot-will-empower-people-teams-and-organizations-in-2025/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Object Counting App Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-B792552FEB80CAD6CEA9EDE24647FDE9@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/by-adnan-khan-power-platformmobile-app-to-countobjects-in-an-image-this/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Power Platform: Mobile App To Count Objects In An Image ## By Adnan Khan This article I can relate with my previous article in which I used one of the AI builder component – >Form Processing. In this article I will use another very interesting Power Platform AI Builder component and develop a Canvas app to use it on any mobile device. This kind of app can be used for Retail Merchandising Audits where field service agents make sure that the product is positioned in the way that makes it most appealing to the consumer also how many and what items are on the shelf. Automatic input will reduce human errors and will save the agents time. Another real time scenario could be where a company which provides items on rental and upon return staff count all the items to make sure that customer has completely returned all the items back to them or their warehouse. Suppose these items numbers are usually bigger and its time consuming for staff to count and input data in the system every time customer returns it . I will show in this article that how easy it is to develop such application with power platform with few easy steps. Lets start the implementation! 1\. Train AI Builder Component 1. I will first train AI builder’s Object Identification component by providing the images of my objects. It’s important to upload enough images to train AI model. At least 15 images should be uploaded for each object. With fewer images, there’s a strong risk that your model will learn concepts that are just noise, or not relevant. Training your model with more images should increase the accuracy. provide images with different angles, backgrounds, object size, groups, and other variants. You need to have Power Platform license. If you don’t have you can start by creating office 365 trial on this URL. Https://Portal.office.com. You can follow instructions in below URL to setup power apps environment. [https://docs.microsoft.com/en-us/power-platform/admin/create-environment](https://docs.microsoft.com/en-us/power-platform/admin/create-environment) - Once you have all setup you can click on AI Builder and then Build. Select Object Identification. - Provide any name to your Builder - There are options available on first screen. We will start with **Common Objects** - If you already have entities and objects in CDS database then you can select “Select from database” option. Otherwise just select + Add new object and create new objects. In this example to keep it simple I will **create new.** - Here you can add objects you want to identify by AI builder. I have given **few names below.** - When you click next it asks you to **upload images.** - Now upload images for each objects as mentioned above **at least 15 for each object.** - **Interesting fact** is that if you will upload same image with a different name. AI builder will detect it and will not upload. - After upload you will see a screen where you have to **tag object in each image**. - AI builder will also show you the number of images tagged for each object. - Click next and click on Train. It will take a few minutes. - After training you will see AI builder will show you its performance in percentage. This performance score indicates how well the model did on the images you uploaded. - You can click on Quick Test button to quickly test your configured AI builder. **I have provided one image and you can see it has detected all three objects and also showing the accuracy percentage.** 2\. Use in a Canvas app for any mobile device - To develop a canvas app using this builder click on use model button or create an app from scratch by clicking Apps on main left menu of power platform. - Select Insert and then select Object Detector from AI Builder menu - Select the newly created AI Builder component from AI models list - After selection. You will see a detect button. Click on detect button and then select any image to test your builder. - Now to see the count select Insert from the menu again and then from Gallery menu select Vertical or Horizontal gallery. It will drop a gallery on the canvas app form. Click on one of the image thumbnail in the gallery and then delete it. - **One Single line of Code :** Click on the gallery on canvas app form. After selecting the gallery type the circled text as mentioned in image below. The Object detector is the object name of your AI builder which can be seen on left hand side under screen one. You will see counts appearing on the gallery. - Click on File and Save this app. You can test this app by clicking play button. - This app can be used on mobile devices by downloading Power Apps Mobile app on the mobile device IOS or Android **[https://powerapps.microsoft.com/en-us/downloads/](https://powerapps.microsoft.com/en-us/downloads/)** - Follow the instructions from here to configure this app on mobile. **[https://docs.microsoft.com/en-us/powerapps/user/run-canvas-and-model-apps-on-mobile](https://docs.microsoft.com/en-us/powerapps/user/run-canvas-and-model-apps-on-mobile).** - Try it yourself. _**Suggested Read: [Optimizing Complex DATAVERSE-Semantic Models in Power BI](https://itknocks.com/series-1-optimizing-complex-dataverse-semantic-models-in-power-bi/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## Fiscal Year Hierarchies Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-28E25CA5F74BADA2B765B471270E6F52@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/by-asghar-ajani-navigating-financialdata-with-ease-creatingfiscal-year-hierarchiesin-power-bi/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Navigating Financial Data With Ease: Creating Fiscal Year Hierarchies In Power BI ## By Asghar Ajani In today’s data-driven business environment, organisations rely heavily on powerful data visualisation tools to analyse and interpret information to make informed decisions. One such tool is Power BI, a versatile business analytics solution that enables users to transform raw data into meaningful insights. A common requirement for businesses, especially in the finance sector, is to analyse data based on their fiscal year rather than the calendar year. In this post, we will explore how to configure Power BI to display data in alignment with an organisation’s financial year using the DAX language, specifically focusing on how to create a financial calendar hierarchy for effective navigation and analysis. ![](https://itknocks.com/wp-content/uploads/2025/03/Financial-Data-1.png) In this scenario, the estimated close date field was utilized in a slicer to filter opportunities that were closed within a specific timeframe. By default, Power BI drills down the date field hierarchy into years, quarters, months, and days, displayed in accordance with the calendar year. However, organizations may prefer the date slicer to display the financial year instead. To accomplish this, we can employ the DAX language to generate a new table that divides years, quarters, months, and days according to the financial year, where the first quarter commences on the 1st of July rather than the 1st of January. To implement this functionality, we will utilize the DAX language to create a new table called “Financial Calendar.” ![](https://itknocks.com/wp-content/uploads/2025/03/Financial-Data-2.png) The DAX expression would include the column names and the data reflected in those columns. - “ **Year**” column to extract the calendar year from the date. - “ **Month Name**” column to format the date and display the month name. - “ **Fiscal Month**” column to determine the corresponding fiscal month based on the starting month of the fiscal year. - “ **Fiscal Quarter**” column to calculate the fiscal quarter by dividing the fiscal month by 3 and adding 2, with the result formatted as “QTR #” (e.g., QTR 1). - “ **Fiscal Year**” column to display the fiscal year in the format “FY YY/YY”, where YY represents the last two digits of the year. - “ **Month**” column to extract the month number from the date. ![](https://itknocks.com/wp-content/uploads/2025/03/Financial-Data-3.png) By establishing a one-to-many relationship between the new “Financial Calendar” table and the original “Est. closed date” field, the “Est. closed date” field can be configured to display the financial year in the slicer on the dashboard. ```javascript Calendar = VAR StartYear = 2015 VAR EndYear = 2025 VAR YearStartMonth = 7 -- Define the starting month of the fiscal year VAR QuarterMonths = {7, 10, 1, 4} -- Months indicating the start of each quarter VAR CalendarDates = CALENDAR(DATE(StartYear, 1, 1), DATE(EndYear, 12, 31)) RETURN ADDCOLUMNS( CalendarDates, "Year", YEAR([Date]), "Month Name", FORMAT([Date],"MMMM"), "Fiscal Month", IF(Month([Date]) > 6, Month([Date]) - 6, Month([Date]) +6), "Fiscal Quarter", "QTR " & FORMAT(INT(DIVIDE(IF(Month([Date]) > 6, Month([Date]) - 6, Month([Date]) +6) + 2 , 3)),"#") , "Fiscal Year", "FY " & RIGHT(IF(MONTH([Date]) >= YearStartMonth, YEAR([Date]), YEAR([Date]) - 1),2) & "/" & RIGHT( (IF(MONTH([Date]) >= YearStartMonth, YEAR([Date]), YEAR([Date]) - 1))+1,2), "Month", MONTH([Date]) ) ``` ![](https://itknocks.com/wp-content/uploads/2025/03/Financial-Data-4.png) Power BI’s adaptability and the capabilities offered by DAX make it an invaluable resource for organisations seeking to analyse sales data within the context of their fiscal year. By creating a custom financial calendar hierarchy and establishing a relationship between the “Est. close date” field and a dedicated Fiscal Year table, organizations can gain a more accurate and comprehensive understanding of their sales performance. This approach enables businesses to align their data analysis with their specific financial cycles, leading to better-informed decisions and strategies that drive success in a competitive market. _**Suggested Read: [Optimizing Complex DATAVERSE-Semantic Models in Power BI](https://itknocks.com/series-2-optimizing-complex-dataverse-semantic-models-in-power-bi/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/by-ghina-amin-elevate-data-securitywith-dynamic-row-levelsecurity-in-power-bi-row-level/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Elevate Data Security With Dynamic Row-Level Security In Power BI ## By Ghina Amin Row-Level Security (RLS) is a crucial aspect of data management in Power BI, as it empowers organizations to meticulously manage data accessibility based on user roles and relationships. Implementing Dynamic RLS, in conjunction with the UserPrincipalName function, not only ensures that users can exclusively view their own data, but also significantly enhances data privacy and security. In today’s data-driven world, safeguarding sensitive information is of paramount importance, and RLS plays a vital role in achieving this objective. This blog post offers a comprehensive guide on effectively implementing this strategy within the Power BI framework, highlighting the importance of RLS in maintaining a secure and reliable data environment. Add User Identity Column The first step in implementing Row-Level Security is to create a distinct user identity column within your data model. This column serves as a unique identifier for each user or record owner, enabling the system to accurately determine data access permissions. It is crucial to include this column in all tables for which you intend to limit data access. By establishing a consistent and well-defined user identity column, you lay the groundwork for a more secure and reliable data management system, paving the way for the subsequent steps in implementing Row-Level Security in Power BI. ![](https://itknocks.com/wp-content/uploads/2025/03/data-security-1.png) Create User Table The second step involves the creation of a user table within your data model, which incorporates a column for user email addresses. This table is instrumental in associating each user’s email address with their respective records present in the data tables. In Dataverse, there is an out-of-the-box (OOB) table named “systemuser” that can be utilized to obtain users’ email addresses. It is essential to establish a relationship between the user table and the relevant data tables, as the implementation of Row-Level Security will not be effective without a proper relationship in place. By creating a well-structured user table, you further strengthen the foundation for implementing robust Row-Level Security in Power BI. Define Row-Level Security (RLS) Rule The third step entails defining a Row-Level Security (RLS) rule by crafting a DAX expression that filters data utilizing the UserPrincipalName function. This particular function retrieves the email address of the user currently logged into the system. An example of an RLS rule is as follows: ```javascript FILTER('Data Table', 'Data Table'[OwnerEmail] = USERPRINCIPALNAME()) ``` Copy In this expression, ‘Data Table’ refers to the specific table you aim to filter, while ‘OwnerEmail’ denotes the column containing the email address of the record owner. By establishing an RLS rule, you effectively configure the data access restrictions, ensuring that users can only view their respective records based on their unique email addresses. ![](https://itknocks.com/wp-content/uploads/2025/03/data-security-2.png) Apply RLS Rule The fourth step involves applying the RLS rule within Power BI Desktop. To do this, navigate to the “Modelling” tab and select “Manage Roles” to access the Role Manager. Proceed to create a new role for users, and input the DAX expression, as defined above, to serve as the RLS rule for this particular role. By implementing the RLS rule, you effectively enforce data access restrictions, allowing users to view only the data they are authorized to see, thereby enhancing the security and privacy of your data environment. ![](https://itknocks.com/wp-content/uploads/2025/03/data-security-3.png) Test and Publish Before publishing the report, it is crucial to verify the RLS rules by testing the report with various user accounts. To accomplish this, navigate to the “Modelling” tab in Power BI and click on the “View As” option. From there, select the role you want to test, and Power BI will display the records of the signed-in user. Ensure that each user can only access their own data, as determined by their primary email address. ![](https://itknocks.com/wp-content/uploads/2025/03/data-security-4.png) Once you are satisfied with the results, proceed to publish the Power BI report or dashboard to a workspace. This final step of validation and deployment ensures the proper functioning of Row-Level Security, allowing you to maintain a secure and well-organized data environment. ![](https://itknocks.com/wp-content/uploads/2025/03/data-security-5.png) In conclusion, implementing Dynamic Row-Level Security (RLS) in Power BI using the UserPrincipalName function effectively enhances data security and privacy by ensuring that users can access only their own data. This approach enables organizations to regulate access to sensitive information while simultaneously delivering personalized insights to users. Adhering to the steps outlined in this discussion will facilitate the successful integration of this solution into your Power BI reports or dashboards, ultimately fostering a secure and well-managed data environment. _**Suggested Read: [Integrate Key Vault Secrets with Local Self-Hosted Agent](https://itknocks.com/azure-devops-integrate-key-vault-secrets-with-local-self-hosted-agent/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/by-adnan-khan-power-platform-extractionof-data-from-emailattachments-and-inputin/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Power Platform: Extraction Of Data From Email Attachments And Input In A Legacy App ## By Adnan Khan Recently I came across with a requirement by a client to input data automatically in a desktop legacy app which has no exposed API or integration method available also my client did not have any intentions of extending that app. Complete requirement was to automate their manual process in a way to **automatically** extract **data from attachments**(PDF/Images) upon receiving email, **create record in Dynamics** 365/Power Apps CDS with extracted data also **input same data in legacy app**. This kind of implementation would require usually Weeks/Months to develop\\test and then deploy in different environments. With power platform and using its components even a non technical person could easily implement this requirement in couple of hours. lets quickly jump to implementation!! To implement this I will be configuring/using **4 components of power platform**. My client already had a shared mail box setup but if you dont you can follow the steps mentioned under 1. Mail box setup. Otherwise skip first step. 1\. Mail Box Setup - If you don’t have office365. You can easily create a trial from here https://portal.office.com - Once you have created. then create a shared mail box by following steps below - Click on Top left dotted icon and then on **Admin** option. - Click on Show all then Click on **Exchange** option. In Exchange Setup screen click on Recipients and then on Shared link. - Click on **\+ icon** then add details. **Add the user account** as shown in image below. - Add this mail box to your outlook. Click on file on the menu. Then Add account. Provide the same email address and password you provided when created trial. This will add your D365 Account and shared folder. Which can be seen on the left below. Restart outlook if you don’t see it. ### **Our Shared mail box is all setup. Now lets proceed to implement the requirements using Power Automate components.** 2\. Train AI Builder to Predict and extract data from Email Attachments - Now we will train the AI builder. Which will intelligently identify and extract the required data from attachments. - Click on Admin and click on Power Automate icon. If you don’t see it then click Show All apps. - Expand AI Builder and then click on Form Processing. There are other options available which also help predict data from different sources. - Form processing requires you to train it by providing some sample data. Such as shown in images below I have provided 5 images of invoices. It will analyze the provided documents. - Then it will ask you to identify data which need to be extracted. - After Fields have been identified. Click on Train button to train AI builder. - After AI shows the confirmation that its training is complete you can save and close it. 3\. Create UI Flow: Robotic Process Automation to input data in Legacy App - **Before** we jump into implementation of UI flow. We should know what input our legacy app requires. I created a dummy .net form based desktop app. You can use any desktop app. My app just takes two input fields and it has one save button to save data. - In the power Automate click on **UI Flow** on the left menu. Then provide the name. - You have both options web and desktop app. Chose desktop. Provide the name of the UI Flow. - Then you will have to add expected text input data. You can put any value at this stage. - On click of next button a screen will display option to download and install Flow UI package. Download and Install it on the machine where you want to host your legacy app. - After installation click on the link “here”. This will take you to the page where you can add and enable the Flow UI Extension. - **You can use Recorder with Chrome and with Edge based chromium browser. You can download it from here** [https://support.microsoft.com/en-au/help/4501095/download-the-new-microsoft-edge-based-on-chromium](https://support.microsoft.com/en-au/help/4501095/download-the-new-microsoft-edge-based-on-chromium) - Once it all setup. Restart the browser. You will see a launch recorder button. Click on this button launch the recorder. - Once recorder is launched open your legacy app and then click on Record button to start recording. Once done, click on Done button and save this UI Flow. You can also test this flow right away. - After saving it you can also see each steps recorded in flow. 4\. Now put all components together in Power Automate-Flow As we have configured all the components required. We will now use these components in a flow to make it work for us. ##### Put Trigger on the Shared Mail Box In power Automate click on Flow in the menu. Provide a name and then search for email. Select the “When a new email arrives (V3) office 365 Outlook”. Click on sign in to connect the shared box. Click on advanced options and provide the below mentioned information. You can also put specific email addresses in To. ##### Add AI Builder to the FLOW - Click on Action and add Predict (Common Data Service). If you don’t see this in the list. Then create a solution and create flow inside from that solution. - Select the AI builder we created before. - Put the expected attachment types in Document Type field and then select Attachment Content in Document field. ##### Add Robotic Power Automation component UI Flow to Power Automate Flow - **We require to download and install Gateway** on the machine where legacy app is hosted to allow access to our UI Flow. Download standard gateway from this link. [https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-install](https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-install). Provide your credentials to gateway. The same email address and password you used to create D365 trial. - Once you are successfully signed in. Gateway will display the message that its up and running as shown in image below. - Now Add action and search for UI Flow and select Run for UI desktop. - Now provide the local login details to connect with your Gateway in the UI Flow - Then select the UI Flow we created earlier. - Your complete flow will look like this in image below. I have created a Parallel branch which is not necessary to create. Also you can select the Run mode to either attended or unattended. I have selected attended which will open the app and input data which can be seen. Unattended will run app in background. - All of our components are now integrated. Lets test. I will send an email to the email address associated with the shared mail box to trigger this FLOW. You can also test this flow quickly by sending email to the same address and then select the option “Use data from 365 outlook”. ##### A successful flow execution will automatically open the legacy app and input data from the email attachments. _**Suggested Read: [Optimizing Complex DATAVERSE-Semantic Models in Power BI](https://itknocks.com/series-2-optimizing-complex-dataverse-semantic-models-in-power-bi/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## Multilingual Chatbots Solution Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-EE5759952560212B537819FE176F6122@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/by-adnan-khan-transform-website-faqsinto-multi-languagechatbots-no-code-needed-i-am/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Transform Website FAQs into Multi-Language Chatbots, No Code Needed! ## By Adnan Khan I am often asked by clients for solutions to reduce number of customers calls and emails to their call centers related to inquiries, help or queries. The increase in number of calls also require more staff to be hired. In my experience most of my clients who already have websites, they try to put as much FAQs as they could to avoid customers queries. But still FAQs are not found to be a quick or easy way for users to get help or get answers for their queries. In this article I will show you, 1. **How easy it is to convert your website’s FAQs into a live chatbot using Power Virtual Agent,** 2. **Embed this bot on your web page without any code.** 3. **Further I will show how you can verify data input by customers with just two lines of simple Odata queries in MS Automate Flow.** 1\. Convert website’s FAQ into a Chat bot 1. You need to have Power Platform license. If you don’t have you can start by creating office 365 trial on this URL. Https://Portal.office.com. You can follow instructions in below URL to setup power apps environment. [https://docs.microsoft.com/en-us/power-platform/admin/create-environment](https://docs.microsoft.com/en-us/power-platform/admin/create-environment) In this article I will create bots for **English and Spanish FAQs** - Once trial created then click on chatbots on left side menu. - Click on basic conventional bot - It will redirect you to the Power Virtual Agent page shown in image below. Give a name to your bot and select **English** as language. You can see that there are options for other languages too. There are 15 languages available up to date including three experimental languages. - It will take few minutes and then your chatbot will be ready. Click on Topics on the left side and then select Suggest Topics on Right. You will see some topics already created for your bot. - “Topics” is the data which Bots use to understand the meaning of user input and appropriately give the options or answer to the user. - In this article I will use a website FAQs as topics and provide that to our bot. In the snapshot below all we have to do is to give URL of our website’s FAQ. Such as I have used MS support website FAQ URL which is in English. - After clicking on Add and then start will show you the message as shown in Image below. It will take sometime. - Behind the scenes AI uses natural language understanding. Trained with universal language model which has been trained with huge amount of data. **It focuses on what you mean rather what you type.** - After when suggestions have been added then select all suggestions and then click on Add to topics. - After adding to topics. Click on Existing tab and then click on toggle button to enable this Topic for your Bot. - Now lets quickly test our bot. Click on button at the bottom “Test your Bot” - It will open a chat. In below snap shot you can see that I just typed word “Key”, Bot itself is asking to confirm whether what I meant by that and giving me two options Yes and NO. - Upon selecting option -> Yes. You can see in below snapshot, Bot has correctly answered the question by giving answer from the FAQ I provided as topic from MS website. - You can add more trigger phrases to any topic by clicking on the topic. It will open the window such as shown in snapshot below. - Now lets create a new bot but this time in Spanish language. Click on bot icon on top right and click on + New bot. - Select Spanish as language now. - Now follow the same steps as mentioned above for the bots in English. This time you try the below URL for **Spanish** language bot. 2\. Embed this Bot to your HTML or Web page - Now lets embed this bot to our website page. Click on Channels option on left hand side menu. Then select Custom website. - on the right hand side under Default embed code you will see the HTML code. Copy this and you can just paste it in your HTML or .Aspx page. - if you already have a HTML/Web page you can just copy and paste below code rather than full HTML. - Below is an example where I created an HTML file and pasted the above code. ```javascript ``` 3\. Verify the User Input Data by connecting Chatbot with Power Automate - Now we will see how we can easily perform some actions based on user input data during chat. In my example 1. **Chatbot will ask user to enter a Mobile number** 2. **After providing a mobile number a Power Automate Virtual Agent flow will search that Mobile number in CDS database against account entity** 3. **If account is successfully found then It will return output in form of Account Name to the Chatbot** 4. **Chat bot will display that account number to user.** Now for first requirement we will have to create a topic or we can modify existing one. I am going to select a topic from the list and click on the circled icon to open the flow for this topic. You can see a flow which is created against each topic behind the scenes. We will use the same topic and modify it. - Click on + icon and add a question. - Now type an appropriate question such as I am asking customer to enter mobile number. Then select a type to identify the type of input from user. I have selected phone as we are expecting a phone number. - Now give a name to the variable at the bottom. This variable will save user input and further can be used to perform any actions. In our case we will use this mobile number input to our flow to fetch the account record. - Now create on + icon below the Question we added then click on Call an action. - This will open a Power Virtual Agent flow with an Input and Output. - Click on Add an Input add then on Text - Give any appropriate name to input. Such as I have given mobile. - Click on + sign and then search for Variable. Select Initialize a variable. We will use this variable to save the returned value of Account name and will populate the output of this flow for our chatbot. - Give any appropriate name and select type as string - Now after creating Variable click on + sign under Variable. We will now use List component to retrieve account record from Power Platform CDS database. You can use any other data source. - In the list Control first select the Account entity. This entity is automatically created once a CDS database is created in Power Platform environment. I have mentioned above how you can create Power Platform environment and database. - In the filter query we can use Odata query language. I am simply using a filter where I am filtering the telephone field of Account entity and matching it with the input from chatbot i.e. a mobile number entered by user. - telephone1 eq ” - between quotes click then it will open a small window. Under Power Virtual agent select Mobile. - Also I am setting Top count as 1. Which means only return 1 record at the top of results. I am assuming my mobile number is unique for each account. - After adding List. click on + icon under it and then add Condition component like you added List before. Click on left text box which will open a small window then put below query under Expression tab. ```javascript empty(body(‘List_records’)?[‘value’]) ``` Copy - I am checking here if there is a matching record against the provided mobile number. - On the left side text box click and then under Expression tab search for true and select that option. - In snapshot below you can see condition control has two branches. Based on the result of condition whether its true or false actions of a branch executed. In our scenario if record is not empty then we will perform some action to the Variable we created at the beginning of this flow. I am updating that variable with account name. - Click on + Add an action under the right branch of condition control and then select Control then select Apply to each component. - Click on text field and select Value from list of items - Then click on Add action item and then search for Set variable. Select the variable we created at the beginning of this flow in the name field and then click on Value and select Account Name from the list records. This will be the account name retrieved set in this variable. - Now we will set the Out put of our Virtual Agent flow from the internal variable. Click on + icon under condition control and then click on the circled text field then select the Internal variable. - A complete flow diagram will look like this below. - After we have created our Flow we will now come back to our chatbox and then resume from where we left. Click on call an Action and then select the flow we just created - In action then select variable from the above question. - Then under action click on + icon and add message to display the Out put from the flow. Shown in snapshot below. - I will choose an account number from CDS. As shown below I will use the circled Mobile number to test my bot. Testing Now you can see below Bot asks user for a mobile number and after providing the mobile number our background Flow returns the Account name and display in the chatbox window. Try it yourself!! _**Suggested Read: [Power Apps Role-Based Security: Managing Records in Canvas Apps](https://itknocks.com/power-apps-role-based-security-managing-records-in-canvas-apps/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/by-adnan-khan-azure-app-functionsa-server-less-shared-codeexecution-and-serviceautomation/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Azure App Functions: A Server Less Shared Code Execution And Service Automation ## By Adnan Khan In one of the projects my client required to have a code/process/business logic to be available on a shared location to be executed automatically/on demand by different applications. Any shared processes/applications like this require to be hosted on a server or machine. In my scenario my client had Azure subscription but was reluctant to acquire/purchase more infrastructure as client’s internal process of acquiring/approving such resources was complex and lengthy. To cut the story short that had to be SERVER LESS! By using **Azure app functions** one can develop an event-driven **serverless** compute platform. It’s a way to run small pieces of code in the cloud. This can be built, debugged and deployed from your local machine to Azure Cloud using Visual Studio 2019 or Visual Studio 2017(you need to install the latest Azure Functions tools as extension and update in Visual studio 2017). You can develop with several languages such as **C#, Python, Java,F# Typescript and Javascripts.** Azure App function Triggers: 1. Azure app functions have different types of Triggers available to execute Azure app function code. Triggers are what cause a function to run. A trigger defines how a function is invoked and **a function must have exactly one trigger.** I will be using three different triggers in my solution HTTP Trigger, Timer Trigger and Azure service bus queue trigger. I will explain why I have chosen these three later. Lets first see what each trigger is used for. **HTTP Trigger:** Execute a function when an HTTP request is received. **Timer Trigger:** Execute a function at a set interval. **Azure Service Bus trigger:** Run a function when a Service Bus queue or topic message is created. Now let me share the **complete requirement** 1.      Web/Mobile applications should be able to execute the shared code **synchronously** 2.      Web/Mobile application should be able to execute the shared code **Asynchronously** 3.      A **scheduled process** should be able to execute this code. Solution: 1. I cannot use just one type of trigger-function to address all three scenarios (Synchronous, Asynchronous and scheduled process) mentioned above. So I will use three types of triggers but my shared logic will be placed only in one of the Azure app function as this is the main requirement to have a code logic in only one place and shared with different applications. 1. So for **first requirement** which requires Synchronous processing, I will use **HTTP Trigger**. Applications will send http request to the Azure app function which will trigger the shared function code. **Also I will place my shared business logic/code in HTTP trigger function**. This way the code can be easily called and executed by other triggers. **You can** enforce **Azure Active Directory (AAD) authentication** on this HTTP trigger as well by following few steps. Below diagram shows how applications are sending request to the azure app shared function. 2. **For second requirement** which requires asynchronous execution. I will use Azure service bus queue and **Service Bus Trigger.** So applications will write messages on Azure service bus queue which will trigger its associated Azure function. As mentioned above my shared code logic is in the HTTP trigger function. The service bus trigger will call the HTTP trigger by sending http request to execute the shared logic. 3. **Third requirements** require a scheduled process to execute the shared function. I will use Time trigger to implement this requirement. Timed trigger will execute this shared logic at a defined time. In my scenario Time trigger should update an on-premise database with the response of trigger. In below diagram you can see a complete design of this solution. **Lets see how easy it is to develop and deploy an App Function from Visual Studio:** I will give example of HTTP trigger using C# language and visual studio. The other two triggers have similar way to develop but some other configuration steps. **You can also create functions and triggers directly from Azure portal.** If you don’t have an Azure subscription, create a free account before you begin **https://azure.microsoft.com/en-us/free/.** - In Visual Studio 2019 create a project and then search for Azure Functions. Select Azure functions and click Next. - Give a name to your function and create it. - On next screen select HTTP Trigger - You will see sample code generated by VS - **Test** this code by running the application and adding the query string ?name=anyname on the browser as shown in image below. **Publish in Azure from VS** - In Solution Explorer, right-click the project and select Publish. - In Pick a publish target, use the publish options Azure Functions Consumption Plan - Select Create Profile. If you haven’t already signed-in to your Azure account from Visual Studio, select Sign-in. You can also create a free Azure account. - In App Service: Create new and then fill the information below. 1. Select **Create** to create a function app and its related resources in Azure with these settings and deploy your function project code. 2. Select **Publish** and wait for the deployment to complete. 3. After the deployment completes the root URL of the function app in Azure is shown in the **Publish** tab. 4. In the Publish tab, choose **Manage in Cloud Explorer**. This opens the new function app Azure resource in Cloud Explorer. Cloud Explorer lets you use Visual Studio to view the contents of the site, start and stop the function app, and browse directly to function app resources on Azure and in the Azure portal. Few Important things: - **On premise database Server access in Azure:** To access any on premise database you have to use **Hybrid Connections** in Azure. **[https://docs.microsoft.com/en-us/azure/app-service/app-service-hybrid-connections](https://docs.microsoft.com/en-us/azure/app-service/app-service-hybrid-connections)** - **Automatic scaling** Azure Functions uses a component called the scale controller to monitor the rate of events and determine whether to scale out or scale in. - **Cost:** If you expect your function to be executed by multiple clients, it would be prudent to estimate the usage and calculate the cost of using functions accordingly. It might be cheaper to host your service on a VM. If you know your maximum possible number of executions, you can estimate your cost by using below link. https://azure.microsoft.com/en-us/pricing/details/functions/ - **If your functions take more than 10 minutes** Then you can go for Durable functions options. Durable Functions allows you to orchestrate the executions of multiple functions using different patterns without any timeout. You can get more information on link below. [**https://docs.microsoft.com/en-us/azure/azure-functions/durable/durable-functions-overview?tabs=csharp**](https://docs.microsoft.com/en-us/azure/azure-functions/durable/durable-functions-overview?tabs=csharp) _**Suggested Read: [MSAL for Vanilla JS SPA: Get JWT Access & ID Tokens](https://itknocks.com/msal-for-vanilla-js-spa-get-jwt-access-id-tokens/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Effortless File Handling Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-F196CCA3797A911E516809A926952B76@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/by-khurram-jawaid-effortless-data-and-filehandling-with-sharepointand-microsoft-word-as/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Effortless Data and File Handling with SharePoint and Microsoft Word ## By Khurram Jawaid As a CRM consultant, one of the common challenges we often encounter is meeting our clients’ demand for a more efficient and streamlined way to save Word files on SharePoint. Many business organizations understand the importance of SharePoint as a collaborative platform, but manually saving files can be a tedious and time-consuming task. This is where the concept of dynamic saving comes into play, revolutionizing the way we handle document management. In the dynamic world of business, where speed and efficiency are paramount, it’s crucial to have a system that not only facilitates easy file storage but also promotes real-time collaboration. With Power Automate Flow we’re able to address this need effectively. Add a Trigger Point As we know every power automate needs a trigger to kickstart the process. Here I’m using the Dataverse connector you can use any trigger based on your business requirement ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-1.png) Send an HTTP Request to SharePoint This action allows you to communicate with your SharePoint environment, sending HTTP requests to perform various operations like retrieving data, updating lists. This action allows you to use custom HTTP requests to SharePoint, specifying the method (GET, POST, PUT, DELETE) and the URL to target specific SharePoint resources. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-2.png) ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-2-2.png) Site Address Here by default your organization site options will be given but in our scenario we select “Enter custom value” and select environment variable for SharePoint site using dynamic content. Method We select “GET” method as we need to fetch folders from SharePoint drive. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-3.png) Uri SharePoint’s default document drive, often referred to as the “Documents” folder, is a cornerstone of document management in SharePoint sites. To access this drive programmatically, we utilize a specific API endpoint. By sending a request to “\_api/v2.1/drives?$select=id, name” and then applying a filter to identify the drive with the name “Documents”. This method is especially valuable for automation and integration tasks, allowing us to streamline operations and enhance document management within SharePoint sites. Whether you’re working on custom solutions or automating routine tasks, understanding how to access and utilize this default document drive is a valuable skill for maximizing the potential of SharePoint. Headers Content-Type: This header specifies the format of the data you are sending in your HTTP request. In this case, we wrote “application/json,” indicating that the data being sent is in JSON format. SharePoint API endpoints often expect data to be sent in JSON format, making this header crucial for correctly formatting your request. Accept: This header specifies the format you expect the response from the server to be in. In your example, you’ve mentioned “application/json,” indicating that you expect the response data to be in JSON format. This header helps ensure that the response is in a format that your application or workflow can handle. Add Compose Action ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-4.png) Here we simply use this expression essentially extracting the ‘id’ property from the “Send an HTTP request to SharePoint for documents” action. Make Word Document Dynamic Now, before moving to next step, we need to make “word document” dynamic. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-5.png) Select the word you want it to be dynamic , go to “Developer” tab and click on “Aa” icon known as “Rich Text Content Control” in my case I have selected “Address” and “Country”. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-6.png) After that click on “Properties,” give the field a title. This title is important because it will be displayed in Power Automate, helping you easily identify the specific field. In my case, I’ve given the title as “If applicable, Address Line 2”. Once you’ve made your Word document dynamic, add another “Compose” action, and leave it empty for now. In my example, I named it “Template”. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-7.png) Populate Microsoft Word Add the action “Populate a Microsoft Word Template” to select your dynamic document saved in your preferred location. In my example, it’s saved in the “Documents” folder. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-8.png) Choose your saved dynamic word document from SharePoint folder (mine is in “Documents”). The system will list all the dynamic fields from your Word document. You can add your Dataverse field to this list. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-9.png) Now click on 3 dots that you see at right upper corner and select peek code from there you will get your fields dynamic file schema as shown below. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-10.png) Now remember that empty action named as “Template”. We now define “dynamic file schema” in it . ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-11.png) The syntax should be **“DYNAMIC FILE SCHEMA CODE” : “field name from Dataverse”.** Before moving forward, we need to update few things in action “Populate a Microsoft Word Template”. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-12.png) Begin by selecting “Document Library” from the dropdown menu. This step is crucial as it helps us generate a dynamic file schema name. Because, we need to define this schema in the “Template” action. After having “dynamic file schema” values, replace “Document Library” with “Enter custom value.” Now, we need to connect the dots. For the “Document Library,” select the output of the “Compose” action and the “Template” output will be used And we will select output of “compose” action from dynamic content. And in dynamicFileSchema we will give the output of “template” in “DynamicFileSchema” as shown below. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-13.png) Create File in SharePoint Now the last step is to select action named ”Create file” of SharePoint folder. ![](https://itknocks.com/wp-content/uploads/2025/03/file-management-14.png) Give value in required field like Site Address, Folder Path, File Name and File Content. And that’s it your dynamic word file will be created in your selected SharePoint folder with dynamics values in it. In conclusion, dynamic document saving with Power Automate Flow is a game-changer for SharePoint document management. It eliminates the manual effort of saving Word files and offers a streamlined, efficient solution that promotes real-time collaboration. This approach empowers businesses to thrive in today’s fast-paced, dynamic environment, making document management in SharePoint a breeze. _**Suggested Read: [Effortless Customer Journey Creation with Copilot in Dynamics 365 Marketing](https://itknocks.com/customer-journey-with-copilot-in-dynamics-365-marketing/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. Integrating time series analysis with ARIMA models empowers traders to craft robust trading strategies, bolster decision-making capabilities, and mitigate risks in volatile market conditions. By leveraging insights from time series analysis, traders can optimize investment portfolios and pursue superior returns. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## ARIMA Financial Forecasting Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-7606D852712E445031E510ECD84428AD@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/maximize-trading-success-with-arima-financial-forecasting-discover-how-predictive-modelling-drives/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Maximizing Financial Trading Strategies with Time Series Analysis and Generative AI-Driven ARIMA Models ## By Aiman Amin Introduction to Maximizing Financial Trading Strategies In today’s dynamic financial markets, successful trading strategies hinge on insightful analysis and predictive modeling. One emerging approach is leveraging ARIMA Financial Forecasting via time series analysis. Here, we delve into how integrating these methods empowers traders to make informed decisions and optimize investment portfolios. Theoretical Underpinnings of ARIMA ARIMA models, pioneered by Box and Jenkins in the 1970s, offer a comprehensive framework for analyzing time series data. With components including autoregressive (AR), differencing (I), and moving average (MA), ARIMA Financial Forecasting is well-suited for capturing the intricate temporal relationships observed in financial markets. Practical Application in Trading Furthermore, explore the practical application of ARIMA Financial Forecasting models in financial trading, highlighting their effectiveness in capturing trends, seasonality, and volatility in market data. From selecting appropriate model orders to evaluating performance, address challenges and strategies associated with implementing ARIMA in trading environments. ![](https://itknocks.com/wp-content/uploads/2025/03/weighted-price.png) Time Series Analysis in Trading Moreover, Time series analysis forms the core of effective trading strategies, allowing traders to pinpoint patterns, trends, and cyclical fluctuations in market data. Techniques like descriptive analysis, trend analysis, and seasonality analysis yield valuable insights into market dynamics, paving the way for informed decision-making in financial trading. ![](https://itknocks.com/wp-content/uploads/2025/03/types-of-time-series-analysis.png) Comparing ARIMA with Generative AI ![](https://itknocks.com/wp-content/uploads/2025/03/preprocessing-1.png) While [ARIMA Financial Foreca](https://www.tandfonline.com/doi/full/10.1080/14697688.2023.2299466) sting models excel in capturing linear patterns, [generative artificial intelligence (AI) models](https://www.sciencedirect.com/science/article/pii/S1319157824001046) like recurrent neural networks (RNNs) offer enhanced flexibility in addressing nonlinear interactions. Here, we compare the strengths and limitations of ARIMA models and generative AI approaches, assisting traders in selecting the most suitable method for their trading objectives. Considerations for Implementation Successful implementation of ARIMA models in trading strategies necessitates careful consideration of factors like data characteristics, interpretability, computational resources, and data size. By grasping these considerations, traders can customize their approach to effectively harness the predictive power of ARIMA models. ![](https://itknocks.com/wp-content/uploads/2025/03/autocorrelation-1024x480-1.png) ![](https://itknocks.com/wp-content/uploads/2025/03/price-box.png) ![](https://itknocks.com/wp-content/uploads/2025/03/bitcoin.png) Advancing Trading Tactics Integrating time series analysis with ARIMA models empowers traders to craft robust trading strategies, bolster decision-making capabilities, and mitigate risks in volatile market conditions. By leveraging insights from time series analysis, traders can optimize investment portfolios and pursue superior returns. Conclusion In conclusion, integrating time series analysis with ARIMA Financial Forecasting models provides a potent framework for enhancing financial trading strategies. As a result, by leveraging these analytical tools, traders can gain deeper insights into market dynamics, make informed decisions, and navigate today’s financial markets with confidence and precision. _**Suggested Read: [Optimize Campaigns with Dynamics 365 Marketing Email Deduplication](https://itknocks.com/optimize-campaigns-with-dynamics-365-marketinge-email-deduplication/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## Password Reset Automation Guide Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-7391CFCBDDB40CFFE615805765141E88@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/this-blog-offers-a-comprehensive-guide-to-refining-password-reset-mechanisms-for/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Password Reset Automation for Account and Contact on same Email in Power Pages ## By Razia Usman Introduction to Password Reset Automation In today’s digital landscape, where security and user experience are paramount, optimizing password reset automation processes is critical. This blog post offers a comprehensive guide to refining [password reset mechanisms](https://capacity.com/learn/intelligent-automation/password-automation/) for accounts and contacts that share the same email address. By leveraging Dataverse and Power Automate, you can streamline these processes while maintaining stringent security standards. Step 1: Adjusting the Existing Process ##### 1.1 Forgot Password Feature: Although the portal has a password reset feature allowing Contacts to reset forgotten passwords, it’s powered by a process generating a unique link sent via email. Originally, emails are sent from the Contact owner. However, many organizations opt for services like SendGrid or specific mailboxes instead. Therefore, this post explores integrating the link generation process with Power Automate for seamless email delivery. - Open your Dynamics 365 instance and navigate to the desired Model-Driven App. - Within the app, locate the specific table or entity containing the records you want to edit. - Select the view that displays the data you want to update. ![](https://itknocks.com/wp-content/uploads/2025/03/forgot-pass-1024x165-1.png) ##### 1.2 Disable the Process: : - First, find the “Send Password Reset To Contact” process in Dataverse. Next, disable it for editing. Then, remove the existing email step to prevent email dispatch. After that, reactivate the process to retain its action of generating the CallbackURL for password reset. This ensures functionality without email transmission. Row-Level Security (RLS) is a crucial aspect of data management in Power BI, as it empowers organizations to meticulously manage data accessibility based on user roles and relationships. Implementing Dynamic RLS, in conjunction with the UserPrincipalName function, not only ensures that users can exclusively view their own data, but also significantly enhances data privacy and security. In today’s data-driven world, safeguarding sensitive information is of paramount importance, and RLS plays a vital role in achieving this objective. This blog post offers a comprehensive guide on effectively implementing this strategy within the Power BI framework, highlighting the importance of RLS in maintaining a secure and reliable data environment. ![](https://itknocks.com/wp-content/uploads/2025/03/Email-1024x450-1.png) ##### 1.3 Customize Email Step for Password Reset Automation: - Again, within the process, identify and remove the email step responsible for sending password reset instructions. After making these customizations, reactivate the process to preserve other functionalities, such as generating the CallbackURL. ![](https://itknocks.com/wp-content/uploads/2025/03/disbaled-process.png) Step 2: Creating a Power Automate Flow ##### 2.1 Design the Flow: - Furthermore, access Power Automate and initiate the creation of a new flow. ![](https://itknocks.com/wp-content/uploads/2025/03/Design.png) ##### 2.2 Configure Trigger: ![](https://itknocks.com/wp-content/uploads/2025/03/Configure-Trigger.png) - Furthermore, select the Dataverse connector and choose the “When an action is performed” trigger, specifying relevant parameters. ##### 2.3 Filter Contacts: Then, add the “List rows” action to filter contacts based on the provided email address, ensuring targeted processing. ![](https://itknocks.com/wp-content/uploads/2025/03/filter-contacts.png) ##### 2.4 Implement Child Flow: Additionally, Integrate a child flow for each filtered contact, managing password generation and email dispatch efficiently. ![](https://itknocks.com/wp-content/uploads/2025/03/child-flow.png) Step 3: Implementing the Child Flow to Reset Password ![](https://itknocks.com/wp-content/uploads/2025/03/imp-child-flow.png) ##### 3.1 Define Parameters: - Also, within the child flow, parameters serve as inputs that enable the flow to dynamically process data and perform actions. Define the following essential parameters: - **Contact GUID:** This unique identifier is crucial for pinpointing the specific contact associated with the password reset request. - **Account Email:** The email address linked to the user’s account, facilitating communication and identification. - **Account Type:** A parameter indicating whether the password reset request pertains to an account or a contact, guiding subsequent actions. - **Send forget password:** A trigger or action that signals the initiation of the password reset process, serving as a catalyst for flow execution. ![](https://itknocks.com/wp-content/uploads/2025/03/define-parameters.png) ##### 3.2 Variable Initialization: - Moreover, variables play a pivotal role in storing and manipulating data within the child flow. Then, Initialize the following variables to facilitate password generation, email composition, and communication: - **Password Variable:** Create a variable to store the randomly generated password, ensuring secure and unique credentials for each user. - **Email Content Variable:** Establish a variable to store the content of the password reset email, including the username and newly generated password. - **Email Subject Variable:** Define a variable to store the subject line of the password reset email, ensuring clarity and professionalism in communication. ![](https://itknocks.com/wp-content/uploads/2025/03/variable-initialization.png) ##### 3.3 Retrieve Contact GUID: With this in mind, Utilize actions within the child flow to fetch the GUID (Globally Unique Identifier) of the contact associated with the password reset request. This step ensures precise identification of the user requesting the password reset, facilitating targeted actions and communication. ![](https://itknocks.com/wp-content/uploads/2025/03/retrieve-contact-guide.png) ##### 3.4 Generate Password: Implement functions or methods to generate a random password securely within the child flow. Moreover, assign the generated password to the designated variable, ensuring that each user receives a unique and robust password for account access. ![](https://itknocks.com/wp-content/uploads/2025/03/generate-password.png) ##### 3.5 Conditional Logic: So, apply conditional statements within the child flow to differentiate between password reset requests for accounts and contacts. This logic enables the flow to execute appropriate actions based on the account type, ensuring accurate password updates and email dispatches: ![](https://itknocks.com/wp-content/uploads/2025/03/conditional-logic.png) - **Check Account Type:** Then, evaluate whether the password reset request pertains to an account or a contact, guiding subsequent actions. ![](https://itknocks.com/wp-content/uploads/2025/03/account-type.png) - **Update Password For Account:** If the request involves an account, update the password for the associated account entity. ![](https://itknocks.com/wp-content/uploads/2025/03/update-pass.png) ![](https://itknocks.com/wp-content/uploads/2025/03/update-pass-2.png) ![](https://itknocks.com/wp-content/uploads/2025/03/update-pass-3.png) **Send Email for Password Reset Automation:** Also, Compose and dispatch emails containing the username and newly generated password to users, providing them with the necessary information to regain access to their accounts securely. ![](https://itknocks.com/wp-content/uploads/2025/03/update-pass-8.png) ![](https://itknocks.com/wp-content/uploads/2025/03/update-pass-9.png) **Send Email for Password Reset Automation:** Also, Compose and dispatch emails containing the username and newly generated password to users, providing them with the necessary information to regain access to their accounts securely. ![](https://itknocks.com/wp-content/uploads/2025/03/update-pass-6-1024x193-1.png) ![](https://itknocks.com/wp-content/uploads/2025/03/update-pass-7.png) - **Send Email**: Furthermore, compose and dispatch emails containing the username and newly generated password to users. This provides them with the necessary information to securely regain access to their accounts. ![](https://itknocks.com/wp-content/uploads/2025/03/update-pass-8.png) ![](https://itknocks.com/wp-content/uploads/2025/03/update-pass-9.png) Conclusion By following these detailed steps, you can enhance the password reset process for both accounts and contacts sharing the same email address. Moreover, utilizing [Power Automate](https://meganvwalker.com/send-password-reset-using-power-automate/) and Dataverse allows for automation and customization, resulting in a more efficient and user-friendly experience. As a result, With these improvements in place, you can ensure that password resets are handled securely and promptly, minimizing disruption for users. _**Suggested Read: [Dynamics 365 CRM Plugin NuGet Package Integration](https://itknocks.com/how-to-integrate-nuget-packages-in-dynamics-365-crm-plugins-a-step-by-step-guide/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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All rights reserved. ## Privacy Policy ## Streamlined Data Management Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-4B9730C8E9EAC157C757B9639C44A006@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/for-users-of-dynamics-365-model-driven-apps-data-management-just-got-a/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Model - Driven Apps Get Streamlined with New Bulk Record Editing ## By Ghina Amin For users of Dynamics 365 Model-Driven Apps, data management just got a whole lot faster and more efficient. Microsoft introduced a powerful new feature: **Bulk Record Editing**. This innovative addition allows you to streamline updates and modifications across multiple records simultaneously, saving you valuable time and effort. What is Bulk Record Editing and how does it work? Previously, editing data involved modifying individual records one at a time. With Bulk Record Editing, you can select a set of records within a view and apply changes to all of them collectively. This is ideal for scenarios like: - Updating common field values across multiple records (e.g., changing the status of all leads in a specific marketing campaign) - Setting the status of a group of records the same way (e.g., marking all closed opportunities as “Won”) - Assigning ownership of multiple records to a different user (e.g., assigning all high-priority cases to a dedicated support agent) The process is user-friendly and straightforward. Here’s a step-by-step guide: ##### 1\. Accessing Bulk Record Editing: - Open your Dynamics 365 instance and navigate to the desired Model-Driven App. - Within the app, locate the specific table or entity containing the records you want to edit. - Select the view that displays the data you want to update. ![](https://itknocks.com/wp-content/uploads/2025/03/model-driven-apps-image-1-1024x523-1.png) ##### 2\. Selecting Records for Bulk Editing: - On the view toolbar, locate the checkbox next to each record. - Click the checkbox to select individual records you want to modify. - Alternatively, click the checkbox at the top of the view grid to select all records displayed in the current view (useful for editing all records on the page). ![](https://itknocks.com/wp-content/uploads/2025/03/model-driven-apps-image-3-1024x520-1.png) ##### 3\. Initiating Bulk Editing: - Once you’ve selected the records you want to edit, look for the “ **Edit**” button on the view toolbar (it might appear as a pencil icon). - Clicking “Edit” will activate the Bulk Record Editing pane. ![](https://itknocks.com/wp-content/uploads/2025/03/model-driven-apps-image-2-1024x520-1.png) ##### 4\. Applying Mass Edits: - The Bulk Record Editing pane will appear alongside the view, displaying a list of all selected records. - This pane will also showcase the available fields for the chosen records. - Locate the fields you want to modify across all selected records. These fields will be editable within the pane. - Make the necessary changes to the field values directly within the Bulk Record Editing pane. You can update a single field or edit multiple fields simultaneously. ![](https://itknocks.com/wp-content/uploads/2025/03/model-driven-apps-image-4-1024x550-1.png) ##### 5\. Confirming and Saving Changes: - Once you’re satisfied with the edits, click the “ **Save**” button at the bottom of the Bulk Record Editing pane. - A confirmation message might appear, prompting you to confirm the update for all selected records. Click “ **OK**” to finalize the changes. ![](https://itknocks.com/wp-content/uploads/2025/03/model-driven-apps-image-5-1024x561-1.png) ![](https://itknocks.com/wp-content/uploads/2025/03/model-driven-apps-image-6-1024x519-1.png) Benefits of Bulk Record Editing: - **Enhanced Efficiency:** This feature drastically reduces the time required to edit numerous records, boosting your overall productivity. - **Reduced Errors:** Editing multiple records simultaneously minimizes the risk of introducing inconsistencies or errors compared to individual modifications. - **Improved Data Consistency:** Applying updates across a group ensures all selected records adhere to the same modifications, promoting data integrity. Who should be using Bulk Record Editing? - This feature is an asset for anyone who regularly manages data within Model-Driven Apps. Here are some specific users who can benefit the most: - **Sales Teams:** Update sales pipeline stages for a group of leads or opportunities simultaneously. - **Customer Service Representatives:** Expedite responses by assigning ownership of multiple customer cases to the appropriate support agents. - **Data Managers:** Ensure data consistency by applying standardized changes to a set of records. The Future of Data Management in Model-Driven Apps - Bulk Record Editing marks a significant step forward in streamlining data management processes within Model-Driven Apps. We can expect future iterations to offer even more flexibility, such as the ability to: - Apply conditional formatting based on specific criteria during bulk edits. - Edit related records within the bulk editing pane for a more comprehensive update. - Utilize pre-defined edit templates for commonly performed actions. By embracing this feature, you can significantly enhance your data management workflows and unlock the full potential of Model-Driven Apps for streamlined data handling. _**Suggested Read: [Integrate Key Vault Secrets with Local Self-Hosted Agent](https://itknocks.com/azure-devops-integrate-key-vault-secrets-with-local-self-hosted-agent/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## Power Automate Contact Linking Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-B5F3292267645F34C757CA89FB5390D0@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/learn-how-to-use-power-automate-to-set-the-contact-as-regarding/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Set 'Regarding' as Contact in Customer Voice Survey Response Using Power Automate ## By Aneela Arshad Introduction: When collecting customer feedback through Customer Voice surveys, it’s important to link each survey response to the correct contact in your system. By default, the “Regarding” field isn’t automatically set, so we need to configure. This connection is key to accurately segmenting your data, especially when looking at Net Promoter Scores (NPS) and customer satisfaction metrics. In this blog, we’ll walk you through how to use Power Automate to set the contact as “Regarding” for each survey response. This simple guide will help you streamline your feedback process and improve the accuracy of your data segmentation. ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-1.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-1.1.png) **Step 1:** **Design the Flow:** Access Power Automate and initiate the creation of a new flow. ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-2.png) **Step 2: Configure Trigger:** Select the Dataverse connector and choose the “When a row is added, modified, or deleted,” trigger, and then choose the “Customer Voice Survey Response” entity. This trigger will activate the flow whenever a new survey response is submitted. ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-2.1.png) **Step 3:** **Set Delay:** Add a “Delay” action to the flow. This step introduces a brief pause, allowing enough time for the survey response to appear on the contact’s timeline before further processing. ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-2.2.png) **Step 4:** **Retrieve Activity Record:** Add a “List rows” action and select the Activity Parties entity, which is an out-of-the-box (OOTB) entity in Dataverse. Use the following filter query to retrieve the GUID of +the activity and filter out the participation type to identify the sender (the survey responder). ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-2.3.png) **Step 4:** **Retrieve Activity Record:** Add a “List rows” action and select the Activity Parties entity, which is an out-of-the-box (OOTB) entity in Dataverse. Use the following filter query to retrieve the GUID of +the activity and filter out the participation type to identify the sender (the survey responder). ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-2.3.png) **Step 5:** **Capture the GUID:** Add a **“Compose”** action to capture the GUID of the Activity Party record retrieved in the previous step. ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-2.4.png) **Step 6:** **Check Activity Party Record:** Add a “Condition” action to check whether the Activity Party record is not equal to null. ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-2.5.png) **Step 7:** **Populating Regarding:** Finally, add an “Add a new row” action to insert a record into the appropriate entity where you want to store the survey response. In the Regarding (Contact) field of this new row, paste the output from the Compose action. This step ensures that the survey response is correctly associated with the contact who provided it. ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-2.6.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Fig-2.6.1.png) Conclusion: By following the steps outlined in this blog, you’ve created a powerful automated flow in Power Automate that ensures each Customer Voice survey response is accurately linked to the correct contact. This connection is vital for maintaining the integrity of your data and for making informed decisions based on Net Promoter Scores (NPS) and customer satisfaction metrics. _**Suggested Read: [How Microsoft Copilot Will Empower Teams and Organizations in 2025](https://itknocks.com/ai-revolution-how-microsoft-copilot-will-empower-people-teams-and-organizations-in-2025/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Dynamics 365 CRM Integration Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-BFC923E570E6989CBD9FD0D07751F910@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/discover-how-integrating-dynamics-365-crm-with-advanced-file-storage-solutions-can/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Optimizing Large Data File Storage with Dynamics 365 CRM ## By Bilal Hashmi ITKnocks has extensive experience in implementing a wide range of integrations, from simple to complex, across Dynamics 365, Azure, and other platforms. A recent project for a major financial client involved the successful integration of Dynamics 365 with Azure Blob Storage. This solution ensured compliance with stringent industry regulations and enabled the efficient handling of large volumes of data. Below are the three key outcomes achieved for the business. Storage Cost Savings: 1. Offloading large files to Azure Blob Storage reduced the client’s storage costs from $400K USD per month to $1,800 USD per month, resulting in annual savings of $4.78 million considering. Scalability without Additional Costs: 1. Azure Blob Storage’s scalability allowed the client to manage data growth without additional infrastructure investments, saving $200K annually. Enhanced Security: The integration provided advanced security features, including encryption, Role-Based Access Control (RBAC), Azure Active Directory (AAD), and Azure Defender for Storage. This significantly reduced data breach risks and helped the client meet high-security standards in the financial sector. The client needed to store large documents, image, and video files linked to Dynamics 365 records. These files had to be securely stored in Azure Blob Storage within a Private Virtual Network (VNET). There are multiple ways to connect Dynamics 365 to Azure Blob Storage, such as using the SDK or out-of-the-box Power Automate connectors. However, in some business environments, Dynamics 365 may not connect directly to Azure resources within a Virtual Network (VNET). [ITKnocks](https://www.linkedin.com/company/itknocks/) implemented custom APIs and Function Apps to securely connect Dynamics 365 and other systems with Azure Blob Storage, enabling the upload and download of documents within the VNET. Feel free to reach out [ITKnocks](https://www.linkedin.com/company/itknocks/) for any queries and implementations. _**Suggested Read: [Power Apps Role-Based Security: Managing Records in Canvas Apps](https://itknocks.com/power-apps-role-based-security-managing-records-in-canvas-apps/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## Fintech Success Integration Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-26A4C7233867DE532A6B2C1F51E31ACD@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/discover-how-itknocks-accelerated-a-fintech-clients-success-by-implementing-a-seamless/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Seamless Fintech Integration: How ITKnocks Accelerated Success for Our Client​ ## By Adnan Khan Our client, A leading fintech company faced significant challenges during Implementation of **Dynamics 365** and a major digital transformation, primarily due to the need to integrate its legacy systems with modern cloud-based applications. The company struggled with 1. **Lack of Centralized Security Governance and Compliance:** They needed to navigate strict regulatory requirements to ensure compliance across integrated platforms. 2. **Insecure Data Exchange and Lack of Security Compliance:** The complexity and sensitivity of financial data heightened the need for secure and compliant data exchange. 3. **Need for Real-Time Processing and Synchronization Across Systems:** The lack of real-time processing created delays in transactions and customer interactions. While data silos across multiple systems prevented seamless communication and synchronization. 4. **Fragmented Customer Data Across Systems:** Fragmented customer data, making it difficult to obtain a unified view of their clients across various platforms like payment gateways, credit scoring systems, and CRM solutions 5. **Difficulty in Integrating Legacy and Cloud-Based Systems:** The firm also operated in multi-cloud and hybrid environments, which increased the complexity of their integration efforts, as some services were on-premises while others were hosted in the cloud. These problems hindered operational efficiency, creating roadblocks to scalability and growth. Solution Details Implemented by ITKnocks: 1. **1\. Central Security Governance and Monitoring:** We implemented an iPaaS (MuleSoft) solution with centralized security governance to ensure compliance and control over all data flows. **2\. Security Compliance:** ITKnocks used advanced security patterns to ensure that data exchange was secure and compliant, including: - **Zero Trust Architecture**: Each interaction was verified at every stage. - **OAuth 2.0 and JWT Authentication/Authorization**: Ensured secure handling of authentication and authorization. - **Mutual TLS**: Secured communication between integrated systems. - **Role-Based Access Control (RBAC)**: Managed access control with fine-grained permissions. - **Data Encryption**: Applied to secure sensitive information. **3\. Real-Time Processing, Data Synchronization, and Integration:** Various design patterns were employed to meet different use cases: - **Publish-Subscribe (Pub-Sub)**: For asynchronous communication between systems. - **Event-Driven Architecture**: To process real-time data changes across platforms. - **Synchronous & Asynchronous Processing**: Depending on business needs, both processing types were implemented. - **Polling**: For periodic updates. - **Message Broker Pattern**: To ensure loose coupling between services. **4\. Unified View and Real-Time Data Synchronization:** One of the primary goals was to deliver a unified view of customer data in Dynamics 365 CRM, ensuring seamless integration and real-time data synchronization across legacy and cloud systems. We implemented Microsoft Dynamics 365 CRM for Sales, Marketing, and Customer Service, alongside custom APIs, automated workflows using Power Automate, and data modelling in Dataverse. ![](https://itknocks.com/wp-content/uploads/2025/03/Fintech-integration-scaled-1-2048x775.jpg) Technologies Used for Real-Time Processing and Synchronization: **Technologies Used for Real-Time Processing and Synchronization:** 01. **Azure Service Bus**: Managed message-driven communication. 02. **Azure Key Vault**: Secured storage of credentials, API keys, and secrets. 03. **Azure App Insights**: Monitored resources and gathered performance insights. 04. **Microsoft Entra ID**: Managed Dynamics apps, service principals, and user access tokens. 05. **Azure Data Factory**: Built ETL pipelines to move data from on-premises systems to Dataverse. 06. **Azure App Service**: Hosted middleware bridging CRM with external systems. 07. **Azure Monitoring Service**: Logged and analysed system events. 08. **On-Prem Data Gateway**: Ensured connectivity for legacy systems. 09. **Webhooks**: Enabled real-time data synchronization. 10. **Azure Blobs**: Handled data storage and archiving. Outcomes: Through these integrations, ITKnocks helped the client achieve secure, real-time data synchronization across platforms, ensuring regulatory compliance while enhancing overall business agility. By providing a unified view of customer data and streamlining business processes, the fintech client saw increased operational efficiency and improved customer service. _**Suggested Read: [Microsoft Dynamics CRM Data Migration Made Simple with Azure Data Factory](https://itknocks.com/microsoft-dynamics-crm-data-migration-with-azure-data-factory/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map [iframe](cid:frame-30D3388928A0615D21C99E6F7C179063@mhtml.blink) ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Customize Bing Maps Fields Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-2E05CC2BD8B8A0DE5164CD366F6C5AD6@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/discover-how-to-customize-address-fields-for-bing-maps-in-dynamics-365/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## How to Customize Address Fields for Bing Maps in Dynamics 365 CE ## By Ayush Dahiya Bing Maps integration in Dynamics 365 Customer Engagement (CE) offers an intuitive way to visualize customer locations on entity forms like Contacts, Accounts, and Leads. However, out-of-the-box, Bing Maps relies on Address 1 and Address 2 fields, which include text fields for state, country, and other address details. This presents a challenge when clients require structured data, like dropdowns, for address components such as the state field. In this blog, I will explain how to enable Bing Maps, what address fields it uses, and provide a workaround for situations where dropdowns or custom fields are needed. By leveraging custom fields and JavaScript, you can ensure the user selects from dropdowns, and Bing Maps gets the correct address information without disrupting the default behavior. Enabling Bing Maps in Dynamics 365 CE Before customizing address fields, ensure that Bing Maps is enabled in your Dynamics 365 CE environment. Follow these steps: 1. **Navigate to Admin Center**: Go to the Power Platform Admin Center. 2. **Enable Bing Maps**: – Select the appropriate environment. – Under **Features**, toggle **Bing Maps** integration to “On.” Once enabled, Bing Maps automatically displays on entity forms that contain the default address fields. Default Address Fields Used by Bing Maps 1. By default, Bing Maps in Dynamics 365 CE is tied to two sets of address fields: **Address 1** and **Address 2**. Each set includes several fields like: **Address 1**: - Street 1, Street 2, Street 3 - City - State/Province - Postal Code - Country/Region **Address 2**: - Similar fields for a secondary address. These fields are text-based, meaning users must manually enter values such as the state, country, or city. This can lead to data entry inconsistencies and may not satisfy clients who require structured data inputs, like dropdowns for state or country. Customization Challenge: Dropdowns for Address Fields 1. When clients want dropdown options (Option Sets) for fields like **State** or **Country**, the default address fields don’t accommodate this need. Simply replacing the Address 1 or Address 2 fields with custom fields won’t work, as Bing Maps requires those default address fields for geolocation. Workaround: Custom Address Fields and JavaScript 1. To solve this problem, the best approach is to create new custom fields (e.g., dropdowns for states or countries), hide the default Address 1 and Address 2 fields from users, and use JavaScript to copy the values from the custom fields back into the corresponding Address 1 or Address 2 fields for Bing Maps to function correctly. Here’s how you can implement this workaround: #### Step 1: Create Custom Address Fields Since Bing Maps only works with Address 1 and Address 2 fields, you need to copy the values from the custom fields into those fields behind the scenes. This can be achieved using JavaScript. 1. **Create a JavaScript Web Resource**: - In Solution Explorer, create a new **Web Resource** and select **JavaScript**(JScript) as the type. 2. **Write the JavaScript Code**: Here’s an example of JavaScript that copies values from custom fields into the default Address 1 fields: 3. **Attach the JavaScript to the Form**: - Open the form editor. - Add the JavaScript web resource to the form. - Bind the copyCustomAddressToDefault function to the **OnChange** event of each custom address field (e.g., custom\_street1, custom\_state, custom\_country). 4. **Save and Publish** the form. #### Step 3: Hide Default Address Fields and Display Custom Fields to Users Now that the custom fields are set up to synchronize with Address 1 and Address 2, you can hide the default fields from the users: - **Hide Default Address 1/Address 2 Fields**: In the form editor, set the default address fields to **hidden**. - **Display Custom Fields**: Make sure that only your custom fields are visible on the form. #### Step 4: Test the Solution 1. **Navigate to the Entity Form** (e.g., Account or Contact). 2. **Fill Out the Custom Address Fields**. - Select the state, country, and enter other address details using the custom fields. - The JavaScript will automatically copy these values into the hidden Address 1 or Address 2 fields, ensuring Bing Maps gets the correct data. 3. **Check the Bing Maps Display**: - After saving the record, Bing Maps will correctly display the location based on the values in the Address 1 or Address 2 fields, which were populated from the custom fields. Final Thoughts Although Dynamics 365 CE does not natively support using Option Sets or other field types directly in the default Address 1 and Address 2 fields for Bing Maps, this workaround offers a clean solution. By creating custom fields, copying their values using JavaScript, and hiding the default fields, you can meet client requirements for structured input (e.g., dropdowns for state and country) while maintaining the Bing Maps functionality. This approach allows you to achieve both flexibility and functionality without compromising the user experience or data consistency. _**Suggested Read: [Enhancing Email Campaigns with Link Aliases in Dynamics 365 Marketing](https://itknocks.com/enhancing-email-campaigns-with-link-aliases/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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Azure Functions provides a powerful serverless computing platform that can be leveraged to automate tasks like key refreshing. In this article, we’ll demonstrate how to create an Azure Function in C# that retrieves public keys from a JWKS (JSON Web Key Set) endpoint and stores them securely in Azure Key Vault. Prerequisites: Before we start, make sure you have the following prerequisites set up. 1. **Azure Subscription:** You’ll need an Azure account to create Azure Key Vault. 2. **Azure Key Vault:** Create an Azure Key Vault instance where the keys will be stored securely. 3. **Azure Functions:** Set up an Azure Functions application in your Azure portal. Setup Azure Key Vault: ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-2.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-3.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-4.jpg) Create a secret and put any random value in my case I have put the value asif123. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-5.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-6.jpg) See the current version of the Secret. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-7.jpg) Show the Secret Value ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-8.jpg) Copy Client ID & Tenant ID from your Registered App from Microsoft Entra ID. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-9.jpg) Now go to the Web browser and place Tenant ID and Client ID to get the JWKS from Microsoft Entra ID. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-10.jpg) Setting up the Azure Function We will create a C# Azure Function app that uses the HttpClient to fetch keys from a JWKS endpoint and then securely stores them in Azure Key Vault. Create an Azure Function App in Azure Portal by following the steps. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-Key-11.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App12.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-13.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-14.jpg) Now Enabling Manage Identity on Azure Function App. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-15.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-16.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-17.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-18.jpg) Create Azure Function from Visual Studio. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-19.jpg) Copy the URL from browser ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-20.jpg) Copy the Key Vault URL ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-21.jpg) Create Azure Function in Visual Studio. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-22.jpg) Go to the file and paste the copied URLs in highlighted places. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-23.jpg) Run the Azure Function with F5 from Visual Studio in the Local environment and you can test it locally by signing in from Visual Studio to your Azure Portal. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-24.jpg) Copy the URL and paste it into the Postman and execute this using Get request. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-25.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-26.jpg) Copy the URL and paste it into the Postman and execute this using Get request. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-27.jpg) you will get the message on the console as highlighted below. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-28.jpg) Now go to the Azure portal go to the secret and click on it. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-29.jpg) Now you can see that there are two versions of secret and secret points to the current version. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-30.jpg) You can see the secret value that has a new value that was extracted from the JWKS URL. ![](https://itknocks.com/wp-content/uploads/2025/03/Azure-App-31.jpg) Successfully refreshed the secret at Azure Key Vault from Azure Function that was locally executed using Managed Identity. Summary: This article outlines the process of automating key refreshing in Azure Functions using C# to securely manage and update cryptographic keys fetched from a JWKS (JSON Web Key Set) endpoint and store them in Azure Key Vault. The article emphasizes modern security practices in software development and the use of serverless computing for automation. Key Points Covered: - **Security Practices:** Emphasizes the importance of securely managing and updating cryptographic keys for authentication and encryption in modern software development. - **Azure Services Used:** Demonstrates the integration of Azure Functions and Azure Key Vault to automate key refreshing tasks. - **Prerequisites:** Lists the prerequisites required to set up the Azure Function and Azure Key Vault, including an Azure subscription and Azure Functions application. - **Setup of Azure Key Vault:** Provides step-by-step instructions on setting up Azure Key Vault, creating a secret, and accessing the secret value. - **Azure Function Configuration:** Details the creation and configuration of an Azure Function app using Visual Studio, enabling managed identity, and integrating with Azure Key Vault. - **Code Implementation:** Presents a C# code snippet for the Azure Function (\`KeyRefreshFunction\`) that retrieves keys from a JWKS endpoint using \`HttpClient\` and stores them securely in Azure Key Vault using SecretClient. - **Testing Locally:** Guides on running and testing the Azure Function locally from Visual Studio and Postman, showcasing the successful execution of key refreshing using managed identity. - **Outcome:** Concludes with the successful refresh of the Azure Key Vault secret, demonstrating effective automation of key management tasks within a secure environment. Overall, this summary encapsulates the process of implementing automated key refreshing in Azure Functions, highlighting best practices in security and Azure services integration for secure key management in cloud-based applications. **_Suggested Read: [How to Configure Custom APIs in Microsoft Dynamics 365 Using Power Apps](https://itknocks.com/configure-custom-apis-in-microsoft-dynamics-365-using-power-apps/)_** [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## AI Copilot Enhancements Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-4E196A38320EF6C0C9707466DED6C47F@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/discover-how-generative-ai-copilot-enhances-customer-interactions-in-dynamics-contact-centers/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Transforming Customer Interactions with Generative AI Copilot in Dynamics Contact Centers ## By Adnan Khan Interrupt/Barge, Change your mind, Stay Silent, or Show differnt sentiments to Generative AI Copilot In this video, I’m sharing an [ITKnocks](https://www.linkedin.com/company/itknocks/) demo of 𝐚 𝐭𝐞𝐥𝐞𝐩𝐡𝐨𝐧𝐞 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐚 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝐂𝐨𝐧𝐭𝐚𝐜𝐭 𝐂𝐞𝐧𝐭𝐞𝐫, where a 𝐬𝐞𝐥𝐟-𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 takes the call before any live agent. The Copilot presents an existing member with options for upcoming events and offers the ability to book if interested.⁣ Here is what I will demonstrate: 1. Copilot detecting silence.⁣ 2. Copilot handling interruptions and adjusting accordingly.⁣ 3. Copilot detecting dissatisfaction and transferring the call to a live agent.⁣ Key Features: - Real-time, human-like interactions that feel natural.⁣ - Enhanced customer satisfaction by processing complex speech with Nuance-powered conversational AI.⁣ - Saves time and money by reducing the need for human intervention.⁣ - 24/7 availability.⁣ - Consistent service quality.⁣ - Multilingual support for a global audience. Generative AI Copilot Human like behaviour: Interrupt, Change topic, Stay Silent & show sentiments. - YouTube [Photo image of ITKnocks ](https://www.youtube.com/channel/UC5BN22jESbhveVkIehd6Wvw?embeds_referring_euri=https%3A%2F%2Fitknocks.com%2F&embeds_referring_origin=https%3A%2F%2Fitknocks.com) ITKnocks 76 subscribers [Generative AI Copilot Human like behaviour: Interrupt, Change topic, Stay Silent & show sentiments.](https://www.youtube.com/watch?v=aBmA2pp9sqk) ITKnocks Search Watch later Share Copy link Info Shopping Tap to unmute If playback doesn't begin shortly, try restarting your device. Share Include playlist An error occurred while retrieving sharing information. Please try again later. 0:00 0:00 / 2:58 •Live • [Watch on YouTube](https://www.youtube.com/watch?v=aBmA2pp9sqk "Watch on YouTube") _**Suggested Read: [Migrating Custom Triggers in Dynamics 365 Marketing](https://itknocks.com/migrating-custom-triggers-in-dynamics-365-marketing/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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All rights reserved. ## Privacy Policy ## Integrate Dynamics Contact Center Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-581846F7A87C1D5F7AAF9C6D21BD83E1@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/discover-how-to-integrate-dynamics-contact-center-and-microsoft-copilot-with-non-microsoft/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Integrating Dynamics Contact Center & Copilot with Non- Microsoft CRMs ## By Adnan Khan **Dynamics 365 Contact Center** is a standalone Contact Center as a Service (CCaaS) solution that is **Copilot-first** and powered by **Generative AI**. Many organizations find themselves using multiple contact centers and CRMs due to a variety of factors, such as: 1. At the time, technology wasn’t as advanced, and integration solutions were often costly and complex. 2. Different time zones for distributed operations. 3. Disaster recovery and business continuity needs. 4. High volume handling. 5. Specialization of contact centers, focused on specific products or services. 6. Variations in communication channels (e.g., voice-only contact centers). 7. Cultural and linguistic considerations. In this article, we will present a solution architecture design that enables organizations to leverage Generative AI-powered Copilots within their existing contact centers and CRM systems, without the need for a complete overhaul. We aim to address the following challenges and concerns, detailing how the proposed architecture and integration would function: 1. **Integrating AI Technology into Existing Systems Without a Full Overhaul** We demonstrate how organizations can seamlessly incorporate the AI-driven features of **Dynamics Contact Center (DCC)** across all existing platforms, maintaining continuity and minimizing disruptions. 2. **Addressing Key Challenges with Minimal Effort and Cost** The solution resolves the most pressing issues and limitations posed by the organization’s current CCaaS and CRM systems while ensuring cost-effectiveness and reducing implementation efforts. The following architecture diagram illustrates the solution design that addresses key challenges in a scenario where Salesforce is the CRM, and multiple contact centers are in place: 1. **Dynamics Contact Center** (DCC) is positioned on the left side, showcasing its full range of features. 2. The existing CRM, **Salesforce**, is seamlessly connected to the architecture using a **built-in connector**. 3. Each contact center, represented on the right side, uses **Copilot** as a bot to engage with customers across all communication channels. Additionally, Copilot can hand off conversations to human agents when needed. 4. **Power BI** serves as a centralized view, aggregating data from all contact centers for comprehensive analysis and reporting. 5. **Azure Communication Services**, using **Azure Direct Routing**, are integrated to connect with any existing voice carrier, ensuring continuity and smooth communication operations. ![](https://itknocks.com/wp-content/uploads/2025/03/Contact-Center-Integration-1.png) Source Microsoft: https://learn.microsoft.com/en-us/dynamics365/guidance/reference-architectures/contact-center-existing-crm-dynamics-365-contact-center The following architecture diagram illustrates the solution design for integrating different CRMs and multiple contact centers: 1. **Dynamics Contact Center** (DCC) is showcased on the left side, with all its features in place. 2. The existing CRMs are connected through **Power Platform Data Connectors**, enabling seamless integration. 3. Each contact center, positioned on the right side, uses **Copilot** as a bot to engage customers across all channels, with the capability to **hand off conversations, Hunt group/routing rules** in each contact center based on rule sets classify and assign to best human agents when necessary. 4. **Power BI** is utilized as a centralized platform for viewing data from all contact centers, ensuring a unified and comprehensive overview. 5. **Azure Communication Services**, using **Azure Direct Routing**, are employed to connect with any existing voice carrier, ensuring smooth communication operations across the system. ![](https://itknocks.com/wp-content/uploads/2025/03/Contact-Center-Integration-2.png) Source Microsoft: https://learn.microsoft.com/en-us/dynamics365/guidance/reference-architectures/contact-center-existing-crm-dynamics-365-contact-center Details of Challenges and Solutions Addressed by the Above Architecture Designs: ##### Challenges ##### Solutions 𝗗𝗮𝘁𝗮 𝗦𝗶𝗹𝗼𝘀 & 𝗟𝗮𝗰𝗸 𝗼𝗳 𝗮 𝗨𝗻𝗶𝗳𝗶𝗲𝗱 𝟯𝟲𝟬-𝗗𝗲𝗴𝗿𝗲𝗲 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗩𝗶𝗲𝘄: Different CRMs may store varied sets of customer information, leading to incomplete or inconsistent data across the organization. This prevents the creation of a unified, 360-degree view of the customer, making it difficult to track customer journeys, preferences, and interactions across various touchpoints. 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗶𝗻 𝗗𝗮𝘁𝗮 𝗖𝗼𝗻𝘀𝗼𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻 𝗔𝗰𝗿𝗼𝘀𝘀 𝗦𝘆𝘀𝘁𝗲𝗺𝘀: Multiple CRMs result in data being scattered across systems, making it difficult to consolidate and analyze customer information on an organizational level. 𝗣𝗼𝗼𝗿 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗛𝗮𝗻𝗱𝗼𝗳𝗳𝘀: When a customer is transferred between contact centers (e.g., from billing to technical support), having multiple CRMs can cause friction in sharing information, resulting in frustrating handoff experiences. 𝗗𝗲𝗹𝗮𝘆𝗲𝗱 𝗥𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻: Agents may spend excessive time gathering or verifying customer information across systems, causing delays in resolution or responses. 𝗟𝗮𝗰𝗸 𝗼𝗳 𝗢𝗺𝗻𝗶𝗰𝗵𝗮𝗻𝗻𝗲𝗹 𝗩𝗶𝗲𝘄: Multiple CRMs may not integrate well with channels like social media, email, or chat, hindering a seamless omnichannel customer journey. Customers might have to repeat themselves when switching between communication methods or contact centers. 𝗘𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗩𝗼𝗶𝗰𝗲 𝗖𝗮𝗿𝗿𝗶𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗮𝗹𝗹𝗶𝗻𝗴 𝗣𝗹𝗮𝗻𝘀: Managing multiple voice carriers and disparate calling plans creates operational inefficiencies, adding complexity to communication processes and cost management. 𝗟𝗮𝗰𝗸 𝗼𝗳 𝗮 𝗖𝗲𝗻𝘁𝗿𝗮𝗹 𝗞𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗕𝗮𝘀𝗲: Without a centralized knowledge base, agents often struggle to access consistent information, leading to varied support quality and delayed response times. The built-in connectors and data connectors for different CRMs (e.g., Salesforce, ServiceNow, Zendesk) allow Dynamics Contact and Copilot to sync customer data and display it on a single screen for all agents, ensuring a unified customer view. Dynamics Contact Center provides𝗼𝘂𝘁-𝗼𝗳-𝘁𝗵𝗲-𝗯𝗼𝘅 (𝗢𝗢𝗕) 𝗱𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀 for supervisors to monitor real-time and historical conversations. Power BI can be used to connect all contact centers, consolidating data on a single dashboard for enhanced analysis and forecasting. 𝗖𝗼𝗽𝗶𝗹𝗼𝘁 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 with SDKs and APIs of contact centers enables seamless handoff of conversations and transcript sharing, ensuring smooth customer transitions. Copilot integrates with multiple CRMs and contact centers through APIs, allowing agents to access necessary information faster and more efficiently, reducing response times. Dynamics Contact Center’s 𝗖𝗼𝗽𝗶𝗹𝗼𝘁 𝗦𝘁𝘂𝗱𝗶𝗼 supports a variety of digital and voice channels, such as Facebook, WhatsApp, SMS, and Microsoft Teams. Custom bots created in Copilot Studio can be deployed across multiple channels, providing a unified customer experience with intelligent routing and transcript sharing. 𝗕𝗿𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗢𝘄𝗻 𝗖𝗮𝗿𝗿𝗶𝗲𝗿 (𝗕𝗬𝗢𝗖) option in Microsoft allows organizations to connect their legacy telephony systems and carrier of choice to 𝗔𝘇𝘂𝗿𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀. This provides PSTN calling capabilities to the Communication Services application, even when PSTN isn’t available in a given country/region. No additional on-premises software is needed, and any telephony carrier can be used with the system. Providing a central knowledge base to copilot allows agents to access the same up-to-date information, answer Agents queries, improving consistency in customer service and reducing the time it takes to resolve issues. **_Suggested Read: [Microsoft Business Central Release Wave 2 2024](https://itknocks.com/microsoft-business-central-release-wave-2-2024/)_** [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Microsoft AI Productivity Tools Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-BBB9EE62A3D96C562C319103A8FD5B9A@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/explore-how-microsoft-autonomous-agents-365-copilot-and-copilot-studio-boost-productivity/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Microsoft Autonomous Agents vs. Microsoft 365 Copilot vs. Copilot Studio ## By Adnan Kha #### Understanding the AI-Driven Capabilities in the Microsoft Ecosystem Microsoft has been at the forefront of integrating AI-driven technologies to streamline business processes, and their latest innovations—Microsoft Autonomous Agents, Microsoft 365 Copilot, Dynamics 365 Copilot, and Copilot Studio—are transforming how organizations interact with, configure, and deploy AI capabilities across various business functions. These tools serve distinct yet complementary purposes, making it easier for businesses to improve productivity, automate workflows, and tailor AI-driven assistants to meet their specific needs. **Let’s dive into each of these solutions and see how they work, where they differ, and the unique value each brings to businesses.** ![](https://itknocks.com/wp-content/uploads/2025/03/Microsoft-Copilot-AI-7-1024x579-1.jpg) 1\. Microsoft Autonomous Agents - **Purpose**: Microsoft Autonomous Agents are designed to automate specific tasks end-to-end without requiring direct human intervention. They operate autonomously, executing tasks based on pre-configured workflows and AI-driven triggers, effectively automating complex processes across sales, customer service, and supply chain functions. Unlike other AI-driven tools, Autonomous Agents can perform tasks independently, freeing up human resources for higher-value activities. - **Capabilities**: These agents can autonomously handle tasks like sales qualification, order processing, and case management. Integrated with Dynamics 365 and other Microsoft applications, they utilize data from various sources within the Microsoft ecosystem to execute workflows accurately and efficiently. By acting independently, Autonomous Agents provide a way for organizations to optimize operations without frequent manual input. - **Use Cases**: - _Sales Lead Prioritization_: Automatically qualifying and prioritizing sales leads based on predefined criteria, helping sales teams focus on high-value opportunities. - _Customer Inquiry Management_: Handling routine customer inquiries and support requests, enhancing response times and customer satisfaction. - _Finance Transaction Automation_: Processing routine finance transactions such as invoicing, billing, and payments with minimal manual intervention. - **Release Timeline**: A public preview of Autonomous Agents is set for November 2024 at Microsoft Ignite, with a full rollout expected in 2025. ![](https://itknocks.com/wp-content/uploads/2025/03/Microsoft-Copilot-AI-8-1024x579-1.jpg) 2\. Microsoft 365 Copilot - **Purpose**: Microsoft 365 Copilot is an interactive AI assistant embedded within Microsoft’s suite of applications, including Word, Excel, Teams, and Dynamics 365. Unlike Autonomous Agents, Copilot acts as an on-demand assistant that aids users by providing context-aware suggestions, generating content, summarizing information, and recommending tasks to boost productivity. This assistant interacts directly with users, offering immediate, contextual support within applications. - **Capabilities**: Microsoft 365 Copilot leverages AI to help users perform complex tasks quickly and effectively. In Microsoft 365 apps, Copilot assists with data analysis in Excel, document generation in Word, and meeting summaries in Teams. In Dynamics 365, Copilot can generate customer interaction summaries, suggest next steps for sales, and provide valuable insights for customer support agents. - **Use Cases**: - _Content Generation_: Drafting documents, presentations, or reports with minimal user input in Word or PowerPoint. - _Data Analysis and Insights_: Summarizing sales data in Excel or providing actionable insights based on customer data in Dynamics 365, enabling data-driven decision-making. - _Enhanced Communication_: In Teams, Copilot can create meeting notes, summarize discussions, and suggest follow-up actions, saving users time and improving communication clarity. - **Availability**: Microsoft 365 Copilot is already widely available across Microsoft applications, including Dynamics 365 for Sales, Customer Service, and Marketing. ![](https://itknocks.com/wp-content/uploads/2025/03/Microsoft-Copilot-AI-3-1024x576-1.png) 3\. Microsoft Copilot Studio - **Purpose**: Microsoft Copilot Studio is the customization hub where businesses can personalize and deploy both Copilot and Autonomous Agents. It provides a platform to design workflows, set up custom prompts, and adjust the behavior of these AI-driven tools, making it easier for organizations to tailor these solutions to fit their unique requirements. - **Capabilities**: Within Copilot Studio, users can fine-tune the functionality of AI agents, define workflows, and set up the triggers that govern the behavior of these agents. This customization allows organizations to build solutions that address industry-specific needs. Additionally, Copilot Studio empowers businesses to design new Autonomous Agents, enhancing their capabilities to manage complex, repetitive tasks autonomously. - **Use Cases**: - _Custom Autonomous Agents_: For instance, a retail company might develop an Autonomous Agent through Copilot Studio to handle time-sensitive inventory alerts or manage product restocking based on real-time data. - _Industry-Specific Insights_: An organization can refine Copilot’s behavior to provide more tailored insights for a specific industry, such as healthcare or manufacturing, making the assistant’s recommendations more relevant and actionable. - _Workflow Automation_: In finance, a business might create workflows to automate regulatory reporting, ensuring compliance without manual intervention. - **Upcoming Features**: Public preview for agent customization features in Copilot Studio is expected to be released in November 2024 at Microsoft Ignite, with expanded capabilities for building custom agents anticipated in future updates. ![](https://itknocks.com/wp-content/uploads/2025/03/Microsoft-Copilot-AI-9-1024x579-1.jpg) Key Differences and Complementary Value While Microsoft Autonomous Agents, Microsoft 365 Copilot, and Copilot Studio are all rooted in AI, they fulfill different roles within the Microsoft ecosystem. Here’s a quick comparison: - **Autonomous Agents** operate independently, executing pre-configured tasks end-to-end without human input, making them ideal for highly repetitive, well-defined tasks. - **Microsoft 365 Copilot** serves as an interactive assistant for users, providing real-time suggestions and support within applications, enhancing productivity through contextual insights and recommendations. - **Copilot Studio** acts as the customization platform, allowing businesses to tailor Autonomous Agents and Copilot capabilities, creating a more specialized and relevant AI experience tailored to industry-specific needs. Together, these tools allow organizations to automate routine operations, assist users with complex tasks, and customize AI solutions to align closely with business goals. With ongoing developments and anticipated feature releases, Microsoft is enhancing its ecosystem to support the digital transformation of organizations across industries, enabling them to work smarter, faster, and with more flexibility than ever before. ![](https://itknocks.com/wp-content/uploads/2025/03/Microsoft-Copilot-AI-8-1024x576-1.png) _**Suggested Read: [Transforming Customer Engagement with Dynamics Contact Center](https://itknocks.com/transforming-customer-engagement-with-dynamics-contact-center-business-impact/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Azure Service Bus Messaging Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-50A360336A6B54CC24A55384360A01E2@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/in-modern-software-development-security-practices-often-involve-securely-managing-and-regularly/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## REST API to Send Messages to Azure Service Bus Topic Subscription ## By Muhammad Asif Summary: The article discusses using a REST API to send messages to a Service Bus Topic Subscription within the Azure ecosystem. This approach is beneficial for developers needing to integrate message-sending capabilities into their applications without relying on specific language or platform SDKs. Firstly, the article outlines the prerequisites for setting up the environment, including having an Azure subscription, a Service Bus namespace, and a topic with one or more subscriptions. These are fundamental components to utilize the REST API effectively. Next, it delves into the authentication process, highlighting the use of Azure Active Directory (Azure AD) to obtain a token for authentication. This token is crucial for making authorized requests to the Service Bus API. The article then explains the structure of the HTTP request required to send a message to a specific subscription. It breaks down the necessary components, such as the request URL, headers (including the Authorization header with the acquired token), and the message payload. Moreover, the content elaborates on how to handle various aspects of message sending, such as setting message properties, defining message content, and specifying the subscription to which the message is targeted. Additionally, error handling is discussed to guide developers in managing potential issues, including HTTP error codes and troubleshooting steps. This ensures robustness in message-sending implementations. Lastly, the article provides practical examples using tools like cURL to demonstrate how to construct and execute the HTTP request effectively. These examples serve as a valuable reference for developers looking to implement message sending via REST API within their applications. In summary, the article serves as a comprehensive guide for leveraging REST API to send messages to Service Bus Topic Subscriptions in Azure, catering to developers seeking flexible and language-agnostic approaches to integrate messaging functionalities into their applications. Follow the following steps. The first step is to register an app into Microsoft Entra ID. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-1.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-2.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-3.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-4.jpg) After the App Registration process, go to Authentication. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-5.jpg) Select your desired platform ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-6.jpg) Provide your App URL ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-7.jpg) Go to Certificate & secrets ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-8.jpg) Generate client secret ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-9.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-10.jpg) Copy the Client Secret and save it to a file else. It will not be available for copy. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-11.jpg) Now copy Client ID & Client Secret. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-12.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-13.jpg) Open the Postman to make an HTTP Request. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-14.jpg) Create a Get Request as highlighted. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-15.jpg) Add the following headers and paste the copied Client ID & Client Secret values. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-16.jpg) Send the request, and you will get the Access Token. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-17.jpg) Now go to the Azure Portal and Create a Service Bus namespace. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-18.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-19.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-20.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-21.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-22.jpg) Go to resource ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-23.jpg) Create New Topic ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-24.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-25.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-26.jpg) Now click the newly created topic and create a subscription. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-27.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-28.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-29.jpg) Add the filter for the subscription. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-30.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-31.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-32.jpg) Copy the Access Token from the Get request. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-33.jpg) Now, create a Post request and put the following highlighted values into the request URL and request Headers. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-34.jpg) put the message in the Body and select raw and JSON. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-35.jpg) Execute the POST request you may get the highlighted 401 Code as follows. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-36.jpg) Now go to the Azure portal, select the Access Control option, and add role assignment. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-37.jpg) Search for Azure Service Bus Data Sender. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-38.jpg) Search for the Register App as highlighted. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-39.jpg) Select the App ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-40.jpg) Assign the Role to the selected app. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-42.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-41.jpg) Now execute the POST request from Postman, and you will get the response with Code 201 Created. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-43.jpg) Go to Azure Portal and click on Service Bus Explorer, select the subscription refresh, and then Peek next messages. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-44.jpg) now select the message that you have sent from Postman and you will get the message body as highlighted below. ![](https://itknocks.com/wp-content/uploads/2025/03/REST-API-to-Send-Messages-to-Azure-Service-Bus-45.jpg) Conclusion: The article provides a detailed walkthrough of leveraging Azure’s REST API for sending messages to Service Bus Topic Subscriptions. By following the outlined steps, developers can seamlessly integrate message-sending capabilities into their applications without relying on specific language or platform SDKs. From setting up the necessary Azure environment and understanding authentication via Azure Active Directory to crafting and executing HTTP requests using tools like Postman, this guide covers the entire process comprehensively. Additionally, the article emphasizes error handling and troubleshooting, ensuring robustness in message-sending implementations. Practical examples using tools such as cURL and Postman demonstrate the practical application of the REST API approach. By following these steps—from app registration to executing HTTP requests—developers can successfully send messages to Service Bus Topic Subscriptions, enabling flexible and language-agnostic integration of messaging functionalities within their Azure applications. _**Suggested Read: [Maximizing Customer Service Efficiency with Dynamics 365 Contact Center](https://itknocks.com/maximizing-customer-service-efficiency-with-dynamics-365-contact-center/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Business Central Release 2024 Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-DE5BCBBD9F52A239616C37CF9AE69766@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/microsofts-business-central-release-wave-2-2024-boosts-productivity-and-automation-with/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Microsoft Business Central Release Wave 2 2024 ## By Bilal Hashmi Microsoft schedules bi-annual release plans for Business Central, which include new features and enhancements to improve user experience, optimize performance, and expand the system’s capabilities. These new functionalities are scheduled to be released between April 2024 and September 2024. _Please note delivery timelines are subject to change and some project features may not be launched as planned._ This release will again demonstrate Microsoft’s commitment to Copilot, emphasizing advancements in AI-driven productivity and enhanced automation capabilities. In addition, Microsoft has introduced several key new enhancements, outlined below. - GitHub Copilot in Visual Studio Code - Application improvement - Countries and regions - Administration - Compliance with legislation - Reporting and data analysis - Service and Platform ![](https://itknocks.com/wp-content/uploads/2025/03/Business-Central-Release-Wave-2-4-1024x575-1.jpg) Create Sales Order from the chat With this release wave 2 2024, Microsoft has introduced integration between CoPilot and Business Central to create Sales Order through the Copilot Chat, which is faster and more effective. GitHub Copilot in Visual Studio Code For the Business Central AL developers who are already improving their productivity with the market-leading GitHub Copilot in Visual Studio Code development tools, improvements also await with the upcoming upgrade of Business Central. Business Central enables developers to enhance application metadata with more detail to create a better Copilot experience. ![](https://itknocks.com/wp-content/uploads/2025/03/Business-Central-Release-Wave-2-3-1024x575-1.jpg) Application Enhancement Electronic document feature introduced in release wave 2 2024 and has capability to generate digital document from Business Central which streamlines operation through automated workflows and also ensures secure centralised storage. Additionally, Microsoft has expanded the out-of-the-box integration of service orders between Business Central and Field Service to support seamless data flow between the two applications. Moreover, new reporting capabilities for sustainability have been delivered to help companies track and report their greenhouse gas emissions. ![](https://itknocks.com/wp-content/uploads/2025/03/Business-Central-Release-Wave-2-2-1024x575-1.jpg) Countries and regions Microsoft expanded Business Central’s global availability to more than 170 countries and regions. Governance & Administration In October, Microsoft will introduce additional self-service capabilities to Business Central, aimed at helping administrators manage access to different environments at a more in-depth level, as well as using the Microsoft 365 Audit Log to audit critical administrator actions. With customer-managed encryption keys and Azure Lockbox, the audit log in Business Central provides 25 new effective options to optimize the protection of users’ data. ![](https://itknocks.com/wp-content/uploads/2025/03/Business-Central-Release-Wave-2-1-1024x575-1.jpg) Reporting and data analysis In Business Central, more than 70 Power BI reports are added and Microsoft continues to invest in the basic reporting capabilities of Business Central. Service and Platform With Business Central 2024 release wave 2, Microsoft continues to invest in the basic service and app platform and, as usual, there has been a great focus for Microsoft on increasing the degree of availability and improving performance, stability, resource management, security and compliance. For more information about geographic areas and datacenters (regions), go to the [Dynamics 365 and Microsoft Power Platform availability page](https://aka.ms/BusinessAppsGeoAvailability "https://aka.ms/businessappsgeoavailability"). _**Suggested Read: [Integrating Dynamics Contact Center & Copilot with Non- Microsoft CRMs](https://itknocks.com/integrating-dynamics-contact-center-copilot-with-non-microsoft-crms/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Migrate Custom Triggers Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-AD0A3B5407A063A7F9B5EF95D1365B58@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/learn-how-to-migrate-custom-triggers-in-dynamics-365-marketing-for-seamless/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Migrating Custom Triggers in Dynamics 365 Marketing ## By Aneela Arshad How Custom Triggers in Dynamics 365 Marketing Enhance Automation Real-time marketing triggers in **Dynamics 365 Marketing** / **Customer Insights – Journeys** are powerful tools that automate marketing workflows. These triggers provide customers with personalized experiences instantly. You can set specific actions to activate in response to platform events, such as form submissions, email opens, or updates to record fields. In **Dynamics 365 Marketing/Customer Insights – Journeys**, there are different types of triggers. These include custom triggers, interaction triggers, and business triggers. Custom Triggers in Dynamics 365 Marketing: Enhancing Workflow Automation Custom triggersin dynamics 365 marketingallow you to define actions that occur in response to various events within the marketing platform, such as form submissions, email opens, or updates to specific record fields. To use custom triggers in Power Automate, we perform **an unbound action**, which connects Power Automate with Journeys. This enables the sending of marketing emails through a journey, using data retrieved from Power Automate. How to move Custom Trigger Between Environments? We can migrate triggers to another environment and deploy the solution there. However, we may sometimes encounter an error with the **“** **perform an unbound action****“** when using a custom trigger directly in this action. If triggers in Customer Insights – Journeys are not properly migrated, our Power Automate flow may not work, causing the “perform an unbound action” to return an error. This prevents it from retrieving data from the custom trigger and stops any actions from being executed within the journeys. ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-1.png) To address this issue, we can modify our strategy by using a dynamic trigger name instead of a direct trigger name in the “perform an unbound action.” ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-2.png) To implement this, we need to create a custom bridge table where we store the name and value (GUID) of the custom trigger. ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-3-1024x515-1.png) Navigate to the custom trigger in the Customer Insights – Journeys app, copy the trigger value, and paste it into the designated column in the bridge table. ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-4-1024x497-1.png) In Power Automate, add a “List Rows” action and choose the custom bridge table we have created. Use the Filter Query field to enter the custom trigger name, which will retrieve details for that specific trigger. ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-5.png) Add another “List Rows” action and select the trigger table to retrieve the details of the trigger. ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-6-1024x408-1.png) In the Perform an Unbound Action step, go to the Peek Code option and copy the code of the trigger. ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-7.png) In this code, we only need to focus on the highlighted section. Modify this part by adding the dynamic values that need to be passed from our Power Automate flow. ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-8-1024x407-1.png) In the “Perform an Unbound Action” step, select Custom Value instead of directly choosing the action name. Then, pass the trigger value obtained from the previous action. ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-9.png) Now, under the “Parameter” section, paste the code copied from Peek Code, modify it, and add the dynamic values that need to be passed from Power Automate. This ensures the code is customized with the required parameters for the action. ![](https://itknocks.com/wp-content/uploads/2025/03/Migrating-Custom-Triggers-in-Dynamics-365-Marketing-Website-pic-10.png) By using these dynamic values, if any issue occurs in our custom triggers, we only need to update the value in the bridge table without making any changes in Power Automate. Conclusion: Ensuring Seamless Migration of Custom Triggers in Dynamics 365 Marketing By following this guide, you’ve successfully set up a dynamic trigger-based flow in Power Automate. This approach removes the need for manual intervention after deployment. It ensures a smooth and efficient migration of custom triggers across environments. You can now automate processes with ease and maintain consistency in your marketing workflows. _**Suggested Read: [Transforming Customer Interactions with Generative AI Copilot in Dynamics Contact Centers](https://itknocks.com/transforming-customer-interactions-with-generative-ai-copilot-in-dynamics-contact-centers/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Custom APIs in Dynamics 365 Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-4DD7B790D80F83422CFE1E00D22E4591@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/learn-how-to-create-and-configure-custom-apis-in-microsoft-dynamics-365/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## How to Configure Custom APIs in Microsoft Dynamics 365 Using Power Apps ## By Areej Sultana In this article, we’ll walk through the process of creating custom APIs in Microsoft Dynamics, focusing on the essential configurations in Power Apps. ##### First question is why do we use Custom API: Custom APIs in Dynamics provide a flexible way to define specific request and response parameters, enabling tailored integrations with external systems. They offer improved performance, security, and reusability for handling custom business logic efficiently. By defining a custom API, you can set specific request and response parameters according to your requirements. This guide will use a simple implementation to demonstrate how you can quickly set up and customize your own API. ##### First defining Custom API : Custom API definition: you can create API in the power platform by clicking on the new button. ![](https://itknocks.com/wp-content/uploads/2025/03/Custom-APIs-in-Microsoft-Dynamics-365-Using-Power-Apps-pic-1.png) you need to define unique name for API, I have given itk\_customapitest for demonstration purpose. ![](https://itknocks.com/wp-content/uploads/2025/03/Custom-APIs-in-Microsoft-Dynamics-365-Using-Power-Apps-pic-2-1024x506-1.png) ##### Request Parameter: This is used to get any prior information that can be used in the implementation such as Guid, string or Id. you can define unique name , also it can be set as an optional (Yes/No). ![](https://itknocks.com/wp-content/uploads/2025/03/Custom-APIs-in-Microsoft-Dynamics-365-Using-Power-Apps-pic-3-1024x400-1.png) ##### Response Parameter: This is used to show the response related to custom API, you can define type of that, I have selected string for now, and custom API referenced will be attached to it. ![](https://itknocks.com/wp-content/uploads/2025/03/Custom-APIs-in-Microsoft-Dynamics-365-Using-Power-Apps-pic-4-1024x381-1.png) For Implementation, I have defined simple custom API(itk\_customapitest) ,and one request and response parameter with it. Now, the question is how can we use this custom API in our implementation and can make use of that, so here is simple answer to that, we can simple define the plugin against that will be trigger when this particular API will be called. I have created simple basic Plugin class to implement this API. ![](https://itknocks.com/wp-content/uploads/2025/03/Custom-APIs-in-Microsoft-Dynamics-365-Using-Power-Apps-pic-5-1024x372-1.png) This Assembly reference will be attached in the Plugin Type of a Custom API. ![](https://itknocks.com/wp-content/uploads/2025/03/Custom-APIs-in-Microsoft-Dynamics-365-Using-Power-Apps-pic-6-1024x347-1.png) Now, its time to call the our custom API, I am using postman to call that, this will be post call, you can get the URL of the API in the developer resources in the advanced settings in power apps, and will simple attach your custom API name to that. ![](https://itknocks.com/wp-content/uploads/2025/03/Custom-APIs-in-Microsoft-Dynamics-365-Using-Power-Apps-pic-7-1024x527-2.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Custom-APIs-in-Microsoft-Dynamics-365-Using-Power-Apps-pic-7-1024x527-1.png) Hope, this article is helpful, and you get to learn about the custom API implementation in dynamics. _**Suggested Read: [Automate Azure Key Vault Key Refresh with Managed Identity](https://itknocks.com/automate-azure-key-vault-key-refresh-with-managed-identity/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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All rights reserved. ## Privacy Policy ## Optimize Customer Engagement Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-EEF5BE691BA57A6D456767CD6FD52989@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/optimizing-customer-engagement-with-frequency-cap-limit-message-volume-to-improve-engagement/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Optimizing Customer Engagement with Frequency Cap ## By Aneela Arshad Enhancing Customer Communication with Frequency Caps: The frequency cap feature allows you to limit how many messages your customers receive through a specific channel within a set time frame. When customers qualify for multiple campaigns or journeys running at the same time, they might get too many messages in a short period, which can feel overwhelming. By using the frequency cap, you can control the number of messages sent across channels, ensuring better customer engagement. This helps reduce subscription, minimize messages marked as spam, and improve the overall experience. Configuring a Frequency Cap Setting: Navigate to the side navigation bar, click on Settings, and then go to the Settings tab. ![](https://itknocks.com/wp-content/uploads/2025/03/Optimizing-Customer-Engagement-with-Frequency-Cap-Picture-1.png) Click on **Frequency Cap**, then create a new frequency cap setting based on your requirements. ![](https://itknocks.com/wp-content/uploads/2025/03/Optimizing-Customer-Engagement-with-Frequency-Cap-Picture-2.png) Now create a new frequency cap setting to specify how many emails, text messages, and push notifications you want to send daily, weekly, or monthly. As shown below, you can configure this for all channels or individual channel. ![](https://itknocks.com/wp-content/uploads/2025/03/Optimizing-Customer-Engagement-with-Frequency-Cap-Picture-3.png) When creating a new journey, you can click on the settings in the right panel to view the frequency caps that will apply. The frequency cap settings are determined by the business unit associated with the journey’s owner. If you need to ensure that a specific message reaches your customers without being restricted by the frequency caps, you can choose the option to bypass them. If you select **Do not apply frequency caps**, the system will ignore these limits, allowing emails or messages to be sent to customers multiple times if the journey runs repeatedly or if the criteria are met multiple times. ![](https://itknocks.com/wp-content/uploads/2025/03/Optimizing-Customer-Engagement-with-Frequency-Cap-Picture-4.png) When a journey runs and sends an email, you might notice that some emails are blocked due to the frequency cap being reached. This means that the email frequency cap is set to allow only one email per day. So, if multiple emails are scheduled to be sent to the same recipient on the same day, the additional emails will be blocked. ![](https://itknocks.com/wp-content/uploads/2025/03/Optimizing-Customer-Engagement-with-Frequency-Cap-Picture-5.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Optimizing-Customer-Engagement-with-Frequency-Cap-Picture-6.png) Conclusion: By following this guide, you can set up frequency caps step by step to improve customer engagement. Frequency caps help you manage how many messages are sent across different channels, preventing customers from feeling overwhelmed. This ensures better communication, reduces the chances of unsubscribing, and minimizes messages being marked as spam. You can customize frequency caps for individual channels or apply them to all channels, giving you flexibility to align your messaging strategy with your goals. _**Suggested Read: [Implementation of Dynamics Contact Center and Integration with Non Microsoft CRM and IVR](https://itknocks.com/implementation-of-dynamics-contact-center-and-integration-with-non-microsoft-crm-and-ivr/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! 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All rights reserved. ## Privacy Policy ## Enhance Email Campaigns Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-E86447774CBC10D5B8F68ED7B5A02C08@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/discover-how-to-enhance-email-campaigns-with-link-aliases-in-dynamics-365/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Enhancing Email Campaigns with Link Aliases in Dynamics 365 Marketing ## By Sunder Luhana Email marketing plays a pivotal role in engaging with audiences but understanding how recipients interact with your content is equally important. Dynamics 365 Marketing offers an often-overlooked feature: link aliases, which provide a streamlined way to track and evaluate the effectiveness of email campaigns. What Are Link Aliases? Link aliases allow marketers to replace long, unreadable URLs with meaningful names. For instance, instead of tracking an anonymous URL, you can assign it a descriptive alias such as “Product Page” or “Signup Section.” These aliases provide instant context when reviewing engagement data, simplifying the process of identifying which parts of your email perform well. Why Use Link Aliases? **Enhanced Insights:** Assigning descriptive names helps quickly identify which email sections resonate most with recipients. **Improved Reporting:** By using aliases, analyzing click-through rates becomes more intuitive. **Streamlined Campaign Management:** Organizing your email links with meaningful names aids in planning and optimizing future campaigns. How to Add Link Aliases in Your Campaigns 1. **Insert Link Alias:** Instead of only pasting a URL, assign an alias that defines the purpose of the link. ![](https://itknocks.com/wp-content/uploads/2025/03/Link-Alias-pic-1.png) **2\. Enable Tracking:** Keep the tracking option enabled to monitor which recipients engage with your links. ![](https://itknocks.com/wp-content/uploads/2025/03/Link-Alias-pic-2.png) 3. **Optimize Placement:** Place these links strategically in high-visibility areas, such as the beginning or end of the email, to maximize clicks.b ![](https://itknocks.com/wp-content/uploads/2025/03/Link-Alias-pic-3.png) Benefits of Using This Feature By leveraging link aliases, marketers can maintain a clean and professional email layout while gaining actionable insights. They ensure a personalized experience for recipients and offer detailed analytics for improving future campaigns. Integrating this practice into your email marketing workflow can significantly enhance how you measure and interpret engagement, making your campaigns more effective and customer focused. _**Suggested Read: [How to Customize Address Fields for Bing Maps in Dynamics 365 CE](https://itknocks.com/how-to-customize-address-fields-for-bing-maps-in-dynamics-365-ce/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/master-microsoft-dynamics-crm-data-migration-with-azure-data-factory-learn-how/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Microsoft Dynamics CRM Data Migration Made Simple with Azure Data Factory ## By Rashid Khan Data migration projects can often seem straightforward at first glance. However, as many professionals know, migrating data from legacy or custom-built systems to modern enterprise platforms like Microsoft Dynamics CRM involves a host of challenges. These include dealing with differing data structures, transforming records to meet new schema requirements, and overcoming key mapping issues. Recently, I undertook a data migration project that involved moving customer data from a custom-built application into Microsoft Dynamics CRM. This migration wasn’t limited to just one data source—we also had to integrate customer data stored in various Excel sheets into CRM. To accomplish this, we relied heavily on **Azure Data Factory (ADF)** pipelines and **SQL stored procedures** for data transformation and deduplication. Along the way, we faced and overcame a number of challenges, particularly around key mismatches and ensuring data consistency. In this post, I will walk through the key steps we followed during the migration process, the architectural decisions we made, and how we tackled the challenges presented by mismatched foreign keys and duplicate customer records. Understanding the Migration Architecture The foundation of any successful migration lies in having a clear and well-defined architecture. Our project involved moving customer data from two key sources: 1. **The Custom Application’s Database:** This was a legacy system with its unique schema and data format. 2. **External Excel Sheets:** The client had customer data spread across multiple Excel files, each with its layout and structure. To ensure a smooth migration into CRM, we adopted a multi-tiered architecture that involved: - **Azure Blob Storage** is used to handle and store Excel files. - A **SQL Staging Database** where we could clean, transform, and deduplicate the data before pushing it to CRM. - **Azure Data Factory (ADF) Pipelines** are used to automate the data movement and transformation processes. Step 1: Extracting Data Using ADF Pipelines Data extraction was the first step in the ETL (Extract, Transform, Load) process. This involved pulling data from both the custom application and the Excel files into the SQL staging database #### 1.1 Extracting Data from the Custom Application : The custom application’s database held a wealth of customer data, but it had a schema that didn’t align with Microsoft Dynamics CRM’s structure. We began by creating linked services in Azure Data Factory to establish secure connections to the custom application’s database. From there, we designed ADF pipelines to extract this data and load it into our SQL staging database. - **Copy Activity in ADF** was used to move the data from the source database to the staging environment. - **Incremental Loading:** We built the pipeline in a way that allowed incremental loads to ensure that any new or updated records in the custom application would be captured without needing to reload all data each time. ##### 1.2 Extracting Data from Excel Files in Azure Blob Storage In addition to the custom application, we had to deal with customer data scattered across various Excel files. These files were stored in **Azure Blob Storage** to ensure secure, high-availability access. We utilized ADF’s **Copy Data Activity** to read the Excel files and move them into the SQL staging database. The steps involved: - Defining Blob Storage as a **linked service** within ADF. - Mapping the structure of the Excel files using **datasets** in ADF to ensure that the data was imported into the correct SQL staging tables. Each Excel file had its schema, so mapping columns correctly to the SQL staging tables was a critical part of this process. Step 2: Data Transformation in the SQL Staging Database With the data from both sources in the SQL staging database, the next step was to transform it into a format that Microsoft Dynamics CRM could accept. CRM has a well-defined schema, which meant we had to carefully reshape the data to ensure compatibility. ##### 2.1 Schema Transformation We created a dedicated schema called trn (for “transformation”) within the SQL staging database. This schema served as a workspace where data from both the custom application and Excel files could be transformed according to CRM’s structure. ##### 2.2 SQL Stored Procedures for Transformation Data transformation was handled by a series of **SQL stored procedures**. These stored procedures were designed to: - Map fields from the custom application and Excel files to the corresponding CRM fields. This included mapping customer names, addresses, contact details, and more. - Perform data cleaning and normalization, such as reformatting dates, standardizing string values, and ensuring data consistency across fields. - Merge records where necessary, particularly when the same customer had multiple entries in different data sources. By using stored procedures, we automated much of the transformation process, ensuring that every record was properly formatted for insertion into CRM. Step 3: Key Mapping Challenges One of the most significant challenges we faced during this migration was handling the **foreign key relationships** between the custom application and CRM. The custom application uses **integer primary keys (PKs)** to identify records, while CRM uses **GUIDs (Globally Unique Identifiers).** ##### 3.1 The Issue: Mismatched Primary Keys The primary key in the custom application was a simple integer. However, CRM requires GUIDs for its primary key structure, meaning that the relationships between entities (e.g., between a customer and their orders) would be lost if we didn’t properly map the integer keys to GUIDs ##### 3.2 The Solution: Creating a Reference Table To solve this, we introduced a **reference table** in the staging database. This table acted as a bridge between the custom application’s integer keys and CRM’s GUIDs. The reference table stored a mapping between the old primary keys (integers) from the custom application and the new GUIDs generated by CRM. The reference table was populated during the data transformation process. Specifically: - We created new GUIDs for each record in the staging database during the transformation. - These GUIDs were stored alongside the original integer keys in the reference table. ##### 3.3 Using XML Code in ADF Pipelines for Key Matching In the final migration step, we used **XML code** within ADF pipelines to perform dynamic lookups against the reference table. This allowed us to retrieve the correct GUIDs from CRM and insert them into the transformed records. The XML code was crucial for matching the reference key to the primary key and lifting the GUID from the original CRM table. This approach ensured that the foreign key relationships between entities were preserved during migration, despite the mismatch in key formats. Step 4: Deduplication of Customer Records Another critical component of the migration process was **deduplication**. Given the multiple data sources (the custom application and Excel files), there were bound to be duplicate customer records. Duplicate records could lead to confusion and errors in CRM, so we had to ensure that only unique customer records were retained. This approach ensured that the foreign key relationships between entities were preserved during migration, despite the mismatch in key formats. ##### 4.1 Deduplication Logic We built deduplication logic directly into the SQL-stored procedures used for data transformation. This logic involved: - Matching records based on **key identifiers** such as full name, email address, mobile number, and date of birth. - Identifying potential duplicates by comparing these key fields across records. ##### 4.2 Consolidating Duplicate Records Once duplicates were identified, we applied **survivorship rules** to consolidate them. In cases where the duplicate records contained conflicting information (e.g., one record had a phone number while the other did not), we used rules to retain the most complete or recent data. This ensured that the resulting customer profile in CRM was accurate and up to date. ##### 4.3 Reference Table for Old and New Key Mapping As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. Step 5: Lifting and Shifting the Data to CRM With the data transformed, cleaned, and deduplicated, we were ready to load it into Microsoft Dynamics CRM. This final step involved using **ADF pipelines** to lift the transformed data from the SQL staging database and shift it into CRM’s production environment. ##### 5.1 ADF Pipelines for Data Migration We designed a series of ADF pipelines to map the transformed data to CRM’s entities. The pipelines were responsible for: - Connecting to the SQL staging database and retrieving the transformed data. - Mapping the transformed records to the appropriate CRM tables and fields. - Ensuring that the foreign key relationships, as mapped in the reference table, were maintained during the insertion process. ##### 5.2 Ensuring Minimal Downtime One of the key concerns during this stage was minimizing downtime and ensuring that the data migration did not disrupt CRM operations. To achieve this, we scheduled the data migration to occur during non-peak hours, to avoid overwhelming the CRM system with a large volume of data at once. Conclusion: Migrating customer data from a custom-built application and external Excel files into Microsoft Dynamics CRM was a challenging but rewarding project. By leveraging **Azure Data Factory, SQL stored procedures,** and **Azure Blob Storage,** we were able to successfully extract, transform, and load the data into CRM while overcoming significant challenges around foreign key mismatches and duplicate records. The use of a **reference table** for key mapping and **deduplication logic** in the transformation process ensured that the migrated data was accurate, complete, and fully aligned with CRM’s structure. _**Suggested Read: [Seamless Fintech Integration: How ITKnocks Accelerated Success for Our Client​](https://itknocks.com/seamless-fintech-integration-how-itknocks-accelerated-success-for-our-client/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) As part of the deduplication process, we also updated our **reference table** to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM. ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## Email Deduplication Benefits Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-8CD99961D32A81355D731FC9BD5FA3AB@mhtml.blink) Are you sure you want to quit the chat? 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The **Email** **Deduplication** feature ensures that email recipients only receive one copy of a message, even if their contact information is duplicated in your database. Why Email Deduplication Matters Duplicate emails to the same address can overwhelm recipients and harm your brand reputation. This feature resolves such challenges by: - **Streamlining Communication:** Ensuring that each unique email address receives your campaign message only once, regardless of how many contacts share the address. - **Enhancing Deliverability:** Preventing multiple emails reduces the likelihood of your messages being flagged as spam, helping maintain customer trust. - **Improving Analytics:** It simplifies the interpretation of customer engagement metrics by reducing redundant data points. How It Works The email deduplication feature operates within **real-time marketing segment-based journeys** and offers options to: 1. **Enable or Disable Deduplication:** Granting marketers control over its application based on campaign needs. ![](https://itknocks.com/wp-content/uploads/2025/03/Optimize-Campaigns-with-Dynamics-365-Marketing-Email-Deduplication-_pic-1.png) **2\. Analyze Duplicate Data:** Review duplicated email addresses through journey analytics to identify and address issues proactively. ![](https://itknocks.com/wp-content/uploads/2025/03/Optimize-Campaigns-with-Dynamics-365-Marketing-Email-Deduplication-_pic-2.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Optimize-Campaigns-with-Dynamics-365-Marketing-Email-Deduplication-_pic-3.png) Practical Benefits By leveraging this feature, organizations can focus on creating personalized, impactful campaigns without the risk of flooding inboxes. It supports better customer relationship management and reduces unnecessary email traffic. How to Enable It To use the deduplication feature, simply activate it in your **Settings -> Feature Switches -> Enable Email deduplication**. From there, the system will automatically filter out duplicate entries based on shared email addresses. ![](https://itknocks.com/wp-content/uploads/2025/03/Optimize-Campaigns-with-Dynamics-365-Marketing-Email-Deduplication-_pic-4.png) Use Cases - **B2C Campaigns:** Preventing multiple promotional emails to family members using a shared email address. - **Event Invitations:** Ensuring only one invite per household when attendees register under the same email address. By enabling this smart feature, you can refine your marketing strategies and deliver more efficient, targeted communication to your audience. For further details, visit the official Microsoft documentation: [Prevent Duplicate Emails in Dynamics 365 Marketing](https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/email-deduplication). 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All rights reserved. ## Privacy Policy ## Personalized Customer Journeys Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-43514EB0B0B0A8DDAC5518960CB0EFEA@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/learn-how-to-create-personalized-customer-journeys-in-minutes-with-dynamics-365/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Effortless Customer Journey Creation with Copilot in Dynamics 365 Marketing ## By Aneela Arshad With Dynamics 365 Marketing, users can now effortlessly create customer journeys in just a few minutes, even if they have no prior experience with the process. By simply describing in plain language the type of journey they want to create, they can leverage the power of Copilot’s generative AI to automatically build the journey for them. This feature makes it easier for users to achieve their marketing goals without needing extensive expertise, enabling them to accomplish more with fewer resources and less effort. Steps to Create a Customer Journey in Dynamics 365 Marketing: Navigate to the Journey tab and create a new journey. Do not skip the screen that appears. Provide a description of the journey you want to create, and then simply click the “Send” button. ![](https://itknocks.com/wp-content/uploads/2025/03/Effortless-Customer-Journey-Creation-with-Copilot-in-Dynamics-365-Marketing-1.png) Select the trigger or segment based on which you want to create your journey, and then click the “Submit” button. ![](https://itknocks.com/wp-content/uploads/2025/03/Effortless-Customer-Journey-Creation-with-Copilot-in-Dynamics-365-Marketing-2.png) Now, you will see the entire journey created with the specified trigger and actions. ![](https://itknocks.com/wp-content/uploads/2025/03/Effortless-Customer-Journey-Creation-with-Copilot-in-Dynamics-365-Marketing-3.png) The additional step you need to complete is for emails or text messages. Simply click on the corresponding action and select the specific email or message you want to send. ![](https://itknocks.com/wp-content/uploads/2025/03/Effortless-Customer-Journey-Creation-with-Copilot-in-Dynamics-365-Marketing-4.png) Now, click “Save” and “Publish” to finalize the journey. When the specified criteria are met, the journey will run and perform the defined actions. For example, it will send a welcome email to the contact once the journey successfully executes. ![](https://itknocks.com/wp-content/uploads/2025/03/Effortless-Customer-Journey-Creation-with-Copilot-in-Dynamics-365-Marketing-5.png) You can also create a journey based on a segment by following these steps. ![](https://itknocks.com/wp-content/uploads/2025/03/Effortless-Customer-Journey-Creation-with-Copilot-in-Dynamics-365-Marketing-6.png) Conclusion: Streamlining Customer Journey Creation with Copilot in Dynamics 365 Marketing In conclusion, creating and managing customer journeys in Dynamics 365 Marketing has never been easier. With the power of AI and user-friendly interfaces, even those with little to no experience can quickly design, automate, and publish personalized journeys. By simply selecting triggers, actions, and segments, users can deliver targeted communications like welcome emails to contacts, ensuring a seamless and effective marketing experience. This streamlined approach empowers businesses to engage customers more efficiently, ultimately driving better results with less effort. _**Suggested Read: [Optimizing Large Data File Storage with Dynamics 365 CRM](https://itknocks.com/optimizing-large-data-file-storage-with-dynamics-365-crm-scalable-secure-and-cost-efficient-solutions/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! 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YesNo [Skip to content](https://itknocks.com/learn-how-to-implement-secure-authentication-in-vanilla-javascript-spas-using-the/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## MSAL for Vanilla JS SPA: Get JWT Access & ID Tokens ## By Muhammad Asif Introduction: The Microsoft Authentication Library (MSAL) serves as a crucial tool for implementing secure authentication in Vanilla JavaScript Single Page Applications (SPAs). Specifically designed for obtaining JWT (JSON Web Token) Access Tokens and ID Tokens, MSAL facilitates seamless integration with Microsoft identity services. By leveraging MSAL in your SPA, you empower your application to handle authentication processes effectively, ensuring the secure retrieval of Access Tokens for API access and ID Tokens for user identity verification. This summary highlights the significance of MSAL in enhancing the authentication capabilities of Vanilla JS SPAs, contributing to a robust and secure user experience. You can find the code solution of this article here [MSAL-Vanilla-JS-APP](https://github.com/learnwithasif/msal-vanila-js-spa/tree/main) Microsoft Authentication Library (MSAL) The Microsoft Authentication Library, commonly abbreviated as MSAL, is a set of client libraries and tools provided by Microsoft to simplify and streamline the implementation of authentication and authorization in applications. MSAL is designed to work with various programming languages and platforms, including JavaScript, .NET, Python, and more. Specifically, MSAL facilitates the integration of applications with Microsoft identity services, such as Azure Active Directory (Azure AD) and Microsoft Accounts. It enables developers to handle authentication processes seamlessly, allowing users to sign in securely and obtain access tokens and ID tokens, which are essential for accessing protected resources and verifying user identity. MSAL supports various authentication protocols, including OAuth 2.0 and OpenID Connect, and it provides a consistent and standardized approach to managing tokens and interacting with identity providers. Whether building web applications, mobile apps, or other types of software, developers can leverage MSAL to enhance security and user authentication experiences. JWT access token & ID token Access Token and ID Token are both components of the OAuth 2.0 and OpenID Connect authentication frameworks, and they serve distinct purposes in the authentication and authorization process. ##### Access token - **Definition:** An Access Token is a credential that represents the authorization granted to a client (an application or user) to access a specific resource or perform a particular action. - **Purpose:** Access Tokens are used to authenticate the client when making requests to access protected resources on a resource server (such as an API). They convey the permissions granted and are typically time-limited. - **Example use case:** In a Single Page Application (SPA), an Access Token might be obtained during the authentication process and then included in API requests to allow access to the user’s data. In summary, Access Tokens are primarily concerned with authorization and resource access, while ID Tokens focus on providing information about the authenticated user. Both tokens play integral roles in securing authentication processes and enabling secure interactions between clients and resource servers. App registration in Microsoft Entra ID ![](https://itknocks.com/wp-content/uploads/2025/03/App-registration-in-microsoft-entra-id-1-.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/App-registrations-2-.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/New-registration-3-.jpg) Provide the details and add the URI here but you can also add the URI after the app registration process. ![](https://itknocks.com/wp-content/uploads/2025/03/Upgrade-4-.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Upgrade-4-1-2.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Upgrade-4-2-2.jpg) Go to the Overview of the app and copy the application (Client) ID. ![](https://itknocks.com/wp-content/uploads/2025/03/Msal-app-5-.jpg) Now go to the Authentication. ![](https://itknocks.com/wp-content/uploads/2025/03/Authentication-6-.jpg) Add a platform select a Single-page application and provide the URI with localhost. ![](https://itknocks.com/wp-content/uploads/2025/03/Single-page-application-7-.jpg) Clone [MSAL-Vanilla-JS-APP](https://github.com/learnwithasif/msal-vanila-js-spa/tree/main) from the GIT repository then open it in your editor, I am using Visual Studio Code, so you have to make the changes as highlighted. ![](https://itknocks.com/wp-content/uploads/2025/03/Paste-your-application-id-here-8-.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Graph-9-.jpg) Now got the the Extension and installed the Live Server. ![](https://itknocks.com/wp-content/uploads/2025/03/Extension-10-.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Live-server-11-.jpg) go to the index.html file and open it with Live Server. ![](https://itknocks.com/wp-content/uploads/2025/03/Index-dot-html-12-.jpg) Now your Vanilla JS SPA is up and running, so replace the IP address with localhost for your local environment. **Note.** In the App Registration at Microsoft Entra ID, this IP will not be allowed that I have changed with localhost. ![](https://itknocks.com/wp-content/uploads/2025/03/Replace-IP-address-with-localhost-13-.jpg) Now you have to allow third-party cookies in your browser else you will be getting some error. ![](https://itknocks.com/wp-content/uploads/2025/03/Settings-14-.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Privacy-and-security-14-.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Third-party-cookies-15-.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Allow-third-party-cookies-16-.jpg) Now go to the app and click to sign in using the popup you can also redirect yourself using the second option. ![](https://itknocks.com/wp-content/uploads/2025/03/Sign-in-using-popup-17-.jpg) Now in popup will appear in your SPA, so provide the credentials and login for getting JWT Access & ID Tokens. ![](https://itknocks.com/wp-content/uploads/2025/03/Type-your-email-18-.jpg) Now inspect the browser. ![](https://itknocks.com/wp-content/uploads/2025/03/Inspect-19.jpg) Go to the Application tab select Session Storage and select the running app and you will find the Access and ID tokens as highlighted. ![](https://itknocks.com/wp-content/uploads/2025/03/JWR-id-token-20-.jpg) Click on the Access Token and you can view payload data at [JWT.IO](https://jwt.io/). ![](https://itknocks.com/wp-content/uploads/2025/03/Click-on-access-token-21-.jpg) Click on the IDToken and you can view payload data at [JWT.IO](https://jwt.io/). ![](https://itknocks.com/wp-content/uploads/2025/03/Click-on-ID-token-22-.jpg) you can paste the token and view data in the highlighted places. ![](https://itknocks.com/wp-content/uploads/2025/03/Decoded-23-.jpg) Conclusion: Microsoft Authentication Library (MSAL) emerges as a powerful and indispensable tool for fortifying the authentication mechanisms of Vanilla JavaScript Single Page Applications (SPAs). By seamlessly integrating with Microsoft identity services, MSAL empowers developers to implement secure authentication processes, ensuring the retrieval of JWT (JSON Web Token) Access Tokens and ID Tokens. This capability not only enhances the application’s security but also enables effective management of user identity verification and API access. The comprehensive guide provided above details the steps involved in the app registration process in Microsoft Azure, making it accessible for developers to obtain the necessary credentials, including the Application (Client) ID. The subsequent instructions for configuring authentication settings, making code modifications, and deploying the Vanilla JS SPA using Live Server offer a practical and hands-on approach to implementing MSAL. Moreover, the article emphasizes the crucial roles of Access Tokens and ID Tokens in the OAuth 2.0 and OpenID Connect authentication frameworks. Access Tokens, serving as authorization credentials, empower clients to access specific resources securely, while ID Tokens furnish essential user identity information for a personalized and seamless user experience. The step-by-step walkthrough, accompanied by visual aids and explanatory notes, ensures clarity and ease of implementation. From initiating the sign-in process to inspecting tokens using browser tools like JWT.IO, the guide provides a comprehensive overview of how MSAL facilitates robust authentication in Vanilla JS SPAs. In essence, by incorporating MSAL and understanding the significance of Access Tokens and ID Tokens, developers can not only enhance the security of their applications but also elevate the overall user authentication experience. The provided instructions and insights serve as a valuable resource for those seeking to implement secure authentication in their Vanilla JS SPAs. You can find the code solution of this article here [MSAL-Vanilla-JS-APP](https://github.com/learnwithasif/msal-vanila-js-spa/tree/main) _**Suggested Read: [Set ‘Regarding’ as Contact in Customer Voice Survey Response Using Power Automate](https://itknocks.com/set-regarding-as-contact-in-customer-voice-survey-response-using-power-automate/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map [iframe](cid:frame-EC76CD508C43483132BB3225B8801F84@mhtml.blink) ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Power Apps Security Management Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-A028E7790CDB09374C39A8E9287214DF@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/learn-how-to-implement-power-apps-role-based-security-to-efficiently-manage-records/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Power Apps Role-Based Security: Managing Records in Canvas Apps ## By Sunder Luhana Using **Power Apps role-based security** ensures **data security** by limiting actions to authorized users and reducing risks of unauthorized modifications. It enhances the **user experience** by dynamically displaying role-relevant options and streamlining navigation. Leveraging Dataverse security roles allows for a **streamlined workflow** and **scalable design**, simplifying management and adapting easily to new roles or permissions. Additionally, it ensures **compliance and auditability**, maintaining clear data access logs, while offering **flexibility** for administrators to customize operations for diverse user needs. Steps to Add, Remove, and Update Records using Power Apps Role-Based Security #### 1\. Add Users and Security Roles Tables - From **Dataverse**, include the **Users** and **Security Roles** tables in your canvas app to retrieve the necessary information. ![](https://itknocks.com/wp-content/uploads/2025/03/Power-Apps-Role-Based-Security-1.png) ##### 2\. Create a Collection for Security Roles Use the OnStart property of the app to collect security roles for the current user ![](https://itknocks.com/wp-content/uploads/2025/03/Power-Apps-Role-Based-Security-2.png) ##### 3\. View the Collection - Verify that it contains the correct roles for the current user. ![](https://itknocks.com/wp-content/uploads/2025/03/Power-Apps-Role-Based-Security-3.png) ##### 4\. Add Conditional Logic for Adding Records - In the **OnSelect** property of the **Add** button, include a condition to check whether the user has the required role: ![](https://itknocks.com/wp-content/uploads/2025/03/Managing-Records-768x380-1.jpg) ##### 5\. Repeat for Deletion and Editing - Apply similar logic to the **Delete** and **Edit** buttons. - Customize conditions to check for relevant roles, ensuring only authorized users can perform these actions. ![](https://itknocks.com/wp-content/uploads/2025/03/Managing-Records-2-768x365-1.jpg) ![](https://itknocks.com/wp-content/uploads/2025/03/Managing-Records-3-768x377-1.jpg) Power Apps Role-Based Security enhances **data security**, **user experience**, and **compliance**. By tailoring app functionality based on roles, they streamline workflows and ensure robust control over sensitive information, making them a key feature for secure and efficient business applications. _**Suggested Read: [Model – Driven Apps Get Streamlined with New Bulk Record Editing](https://itknocks.com/model-driven-apps-get-streamlined-with-new-bulk-record-editing/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Optimize Dataverse Models Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-3C14F0A2F7BD1C0FCDFEAFE3FF6875DE@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/series-1-learn-how-to-optimize-complex-dataverse-semantic-models-in-power-bi-for-enhanced/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Series 1: Optimizing Complex DATAVERSE-Semantic Models in Power BI ## By Zonaira Khairi In the world of CRM reporting, creating high-performance, reliable Power BI dashboards can be challenging—especially when working with complex Dataverse-based data models. Did you know poorly optimized Power BI reports can drastically impact decision-making by increasing refresh times and slowing down insights? I recently faced significant hurdles while optimizing Power BI reports for a D365 Sales CRM project. The data model included over 25 interconnected tables, and some reports required combining data from two distinct data sources. These complexities led to inefficiencies, slow refresh times, and challenges in maintaining consistency across reports. By addressing these challenges with targeted optimizations, I transformed the reports into efficient, scalable solutions. In this blog, I’ll Walk you through the steps I took to overcome these obstacles and share practical tips to help you achieve the same. **The first part introduces the challenges and steps to optimize semantic models, with a detailed focus on foundational improvements like streamlining semantic models, moving logic from DAX to Power Query, and optimizing relationships.** Steps Taken to Optimize Power BI Reports #### 1\. Streamlined Semantic Models: Centralized shared logic into fewer semantic models, reducing duplication, inefficiencies, and maintenance effort. ##### Step 1: Get Data from existing Semantic Model In Home tab get data from semantic model ![](https://itknocks.com/wp-content/uploads/2025/03/dataverse-1.png) ##### Step Step 2: Connect with Semantic Model You will get all the published semantic models, and you can select an existing semantic model you want to use and connect. ![](https://itknocks.com/wp-content/uploads/2025/03/dataverse-2.png) After publishing the report, you can go to the Power BI service and see that two reports are created using one semantic model. ![](https://itknocks.com/wp-content/uploads/2025/03/dataverse-3-768x310-1.png) ##### 2\. Shifting Logic from DAX to Source or Power Query Key tables were being created directly using DAX code, such as Bridge table. This approach increased model complexity and slowed performance. Tables created using DAX were replaced with transformations in Power Query or Dataverse queries. This shift improved model performance. ##### 3\. Integrating Incremental Refresh for Performance Optimization For large datasets, I configured incremental refresh to load only new or updated records. This drastically reduced the refresh time and resource usage. ##### Step 1: Create Parameters - Go to “Home” > “Manage Parameters” > “New Parameter.” - Create “RangeStart” and “RangeEnd” parameters with data type “Date/Time.” ![](https://itknocks.com/wp-content/uploads/2025/03/dataverse-4-768x365-1.png) ##### Step 2: Apply Parameters to Date Columns In “Query Editor,” filter the date column using parameters: ![](https://itknocks.com/wp-content/uploads/2025/03/dataverse-5.png) ![](https://itknocks.com/wp-content/uploads/2025/03/dataverse-6.png) ##### Step 3: Configure Incremental Refresh - Right-click on your dataset in the “Fields” pane and select “Incremental refresh.” - Configure settings for historical data and refresh frequency. ![](https://itknocks.com/wp-content/uploads/2025/03/dataverse-7.png) ##### 4\. Optimizing Relationship Filters for Efficient Data Modeling Many relationships were set to bi-directional cross-filtering, which unnecessarily consumed resources and created performance bottlenecks. Changed most relationships to single-directional filtering to minimize resource consumption. ##### Step 1: Identify Tables with Bi-directional Relationships Locate the tables that have bidirectional relationships in the model view. ![](https://itknocks.com/wp-content/uploads/2025/03/dataverse-8.png) ##### Step 2: Cross-Filtration into Single Direction Select the relationship and cross-filter>single then apply changes. ![](https://itknocks.com/wp-content/uploads/2025/03/dataverse-9.png) Conclusion: Wrapping Up Foundational Optimizations Optimizing Power BI reports for complex Dataverse-based semantic models can be daunting, but the results are transformative. By streamlining semantic models, shifting logic to Power Query, and optimizing relationship filters, I was able to significantly enhance the performance and maintainability of reports. These foundational improvements have laid the groundwork for faster refresh times, simplified data models, and scalable solutions. While this first part focused on essential steps to address inefficiencies, the journey doesn’t end here. In the next blog, I’ll dive into advanced optimizations such as integrating incremental refresh, enhancing time intelligence, and transitioning to explicit measures. These techniques will take your Power BI reports to the next level, ensuring even greater performance and usability. **Stay tuned!** _**Suggested Read: [Password Reset Automation for Account and Contact on same Email in Power Pages](https://itknocks.com/password-reset-automation-for-accounts-in-power-pages/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Optimize Dataverse Models Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-A5E3A159BF4E55FA7F4CAD73E0F7DE6E@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/learn-how-to-optimize-complex-dataverse-semantic-models-in-power-bi-for-enhanced/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Series 2: Optimizing Complex DATAVERSE-Semantic Models in Power BI ## By Zonaira Khairi In the second part of this series on optimizing complex Dataverse-based Power BI reports, we delve into advanced techniques that further elevate report performance and usability. While the first part addressed foundational improvements like semantic model streamlining and relationship optimization, this blog focuses on implementing sophisticated strategies such as enhancing time intelligence, transitioning to explicit measures, and enforcing naming conventions. These steps are essential for maintaining clarity, improving scalability, and ensuring your reports remain efficient as they grow in complexity. #### 1\. Enhancing Time Intelligence Implementation: Power BI automatically generated hidden date tables for every date field, leading to resource overuse. In one case, 82 hidden date tables were created for a single report. I replaced automatic hidden date tables with a single shared date table. This eliminated unnecessary resource usage and streamlined time intelligence calculations. ##### Step 1. Navigate to Settings: Go to **File > Options and Settings > Options.** ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-1.png) Under the **Current File** section, select **Data Load**. Uncheck **Auto Date/Time for new files** to stop Power BI from automatically creating hidden date tables. ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-2.png) ##### Step 2. Create a Shared Date Table: In Power Query or within Power BI, create a new table specifically for dates. You can do this by entering DAX code and mark it as date table: ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-3.png) ##### Step 3. Relate the Shared Date Table to Fact Tables: In the **Model View**, drag and drop the Date column from the shared date table to the date fields in your fact tables (e.g., incident \[Created On\]). ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-4.png) Ensure these relationships are set to single-directional filtering to maintain efficiency. ##### 2.Transitioning from implicit to Explicit Measure: Non-explicit measures were directly used in visualizations, such as counting Cases. This reduced reusability and clarity in the report logic. To overcome this, I disabled implicit measure in model view selecting the semantic model ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-5.png) Replaced all implicit measures with explicit DAX measures, ensuring better clarity and reusability across reports. ##### 3\. Managing Relationships by Disabling Autodetect: The autodetect new relationships feature was active, leading to unintended relationships that complicated the model. Follow steps to disable this feature: ##### Step 1: Navigate to Settings Go to Home > options and settings in Power BI Desktop. ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-6.png) ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-7.png) ##### Step 2: Disable Auto-Detect Relationships Uncheck the auto detect relationship feature from Options > (Current file) Data Load. ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-8.png) I turned off this feature to prevent unintended relationships and maintained control over the model’s relationships. ##### 4\. Establishing and Enforcing Naming Conventions: Implemented consistent naming conventions for tables, fields, and measures to improve clarity and ease of maintenance. ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-9.png) ##### 5\. Organized Scattered DAX Measures: I grouped measures into folders based on functionality, making it easier for team members to locate and understand them. Follow steps to create a folder for measures; ##### Step 1: Create a Folder In model view select all the measure you want to add in folder and in display folder set the name of folder ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-10.png) ##### Step 2: Test if the measure is in Folder Check if the folder is created containing all the measures you selected ![](https://itknocks.com/wp-content/uploads/2025/03/Dataverse-Power-BI-Optimization-11.png) Key Outcomes **Performance Boost:** Reports now load significantly faster due to optimized data models and incremental refreshes. **Simplified Maintenance:** Centralized semantic models and clear naming conventions made the reports easier to manage. **Improved Usability:** Explicit measures and organized DAX folders increased clarity and consistency across reports. **Scalable Solution:** The single-directional relationships laid the foundation for future scalability. Conclusion: By adopting advanced techniques such as shared date tables, explicit measures, and well-defined naming conventions, I achieved faster report performance and simplified workflows. These strategies empower teams to scale confidently and maintain clarity in increasingly complex models. In the second part of this series on optimizing complex Dataverse-based Power BI reports, we delve into advanced techniques that further elevate report performance and usability. While the first part addressed foundational improvements like semantic model streamlining and relationship optimization, this blog focuses on implementing sophisticated strategies such as enhancing time intelligence, transitioning to explicit measures, and enforcing naming conventions. These steps are essential for maintaining clarity, improving scalability, and ensuring your reports remain efficient as they grow in complexity. _**Suggested Read: [Maximizing Financial Trading Strategies with Time Series Analysis and Generative AI-Driven ARIMA Models](https://itknocks.com/maximize-trading-with-arima-financial-forecasting/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## AI Revolution with Copilot Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-A6A0EAD03DC26B816D4DD9E938130D4B@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/discover-how-the-ai-revolution-led-by-microsoft-copilot-is-set-to/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## AI Revolution: How Microsoft Copilot Will Empower Teams and Organizations in 2025 ## By Aaron Cooper Introduction: Welcome to the future of work, where artificial intelligence (AI) is not just a buzzword but a transformative force reshaping industries. As a passionate AI aficionado, I’m thrilled to share insights into the world of AI, focusing on Microsoft Copilot and its portfolio of AI products. We’ll delve into the key trends of 2024, highlight success stories, and offer predictions for 2025. So, grab a cup of coffee (or tea, if that’s your thing), and let’s explore how AI is revolutionising the business landscape. Spoiler alert: It’spretty amazing! ## Key Trends in AI Adoption Through 2024: 2024 was a landmark year for AI adoption. According to a G2 survey, nearly 75% of businesses integrated multiple AI features into their daily operations. The marketing department led the charge, with 53% of organisations prioritising AI capabilities. Chatbots and virtual assistants were the most adopted AI tools, with 69% of organisations incorporating them into their tech stack. Operational efficiency emerged as the top motivator for AI investment, cited by 40% of companies. Who knew robots could be such hard workers? Generative AI, in particular, saw a significant surge. McKinsey’s Global Survey on AI revealed that 65% of organisations regularly used generative AI, nearly double the percentage from the previous year. This technology brought measurable benefits, including cost reductions and revenue increases. The adoption of AI was truly global, with more than two-thirds of respondents in nearly every region reporting AI usage. ## Microsoft Copilot: A Critical Success Microsoft Copilot has been at the forefront of this AI revolution. In 2024, Microsoft 365 Copilot transformed how people find information, create content, and collaborate with their teams. From enhancing customer experience to accelerating research and development, organisations across industries shared stories of AI successes at Microsoft Ignite. For instance, NASA’s Earth Science Data Systems Program created the Earth Copilot solution using Microsoft Azure OpenAI Service, showcasing the potential of AI in scientific research. Yes, even rocket scientists are getting a boost from AI! Accenture’s rollout of Microsoft 365 Copilots and agents to 100,000 employees, with plans to deploy 200,000 more, highlighted the scalability and impact of Copilot. ABB Group, a manufacturing and operations automation provider, used generative AI to help industrial-sector customers manage their carbon footprint, achieving up to 40% cost savings in operations and maintenance. Who knew saving the planet could be so efficient? ![](https://itknocks.com/wp-content/uploads/2025/03/AI-Copilot-1024x585-1.jpg) ## What Can Be Achieved with Microsoft Copilot The possibilities with Microsoft Copilot are endless. By integrating AI into everyday workflows, organisations can achieve unprecedented levels of efficiency and innovation. Here are a few examples: #### 1\. Enhanced Productivity: Copilot’s ability to automate routine tasks allows employees to focus on higher-value activities. For example, intelligent call recaps in Microsoft Teams provide AI-generated notes and action items, enabling teams to concentrate on strategic discussions. It’s like having a personal assistant who never takes a coffee break! #### 2\. Improved Collaboration: Copilot’s integration with Microsoft Planner and Teams facilitates seamless project management. Teams can collaborate on tasks, plans, and goals in a unified experience, boosting productivity and alignment. Imagine the ultimate team player who never drops the ball. #### 3\. Personalised Experiences: With Copilot’s advanced language capabilities, organisations can offer personalised customer interactions. The multi-turn conversation feature in chats and channels ensures more natural and engaging communication.I liken it to having conversation with a friend who **always** remembers what’s important to **you**. ## Predictions and Trends for 2025 As we look ahead to 2025, several trends and predictions stand out: #### 1\. Soaring AI Adoption Rates: AI implementation is expected to surpass 70% by 2025, with enterprise adoption reaching unprecedented levels. This growth will be driven by the increasing recognition of AI’s value in enhancing business operations. I’ve seen people’s reaction when it clicks, usually it’s “Hey, this AI thing is pretty useful!” #### 2\. Agentic AI Takes Center Stage: Agentic AI, which performs tasks independently, will become a focal point. These autonomous and collaborative AI programs will revolutionise how businesses operate, reducing the need for human intervention. Think of it as your very own digital sidekick. #### 3\. Hyper-Personalisation: AI-powered personalisation will extend beyond digital interactions to influence real-time, day-to-day activities. Businesses will leverage AI to offer tailored experiences, from fitness apps acting as virtual personal trainers to smart home assistants. #### 4\. Generative AI as a Creative Ally: Generative AI will become indispensable in creative fields, aiding in marketing, design, and content creation. Businesses will rely on AI tools to produce rapid results, maintaining a competitive edge. #### 5.Enhanced Security and Regulations: As AI adoption grows, so will the focus on security and regulatory compliance. Organisations will prioritise robust security measures to protect sensitive data and ensure ethical AI usage. Because with great power comes great responsibility, right? ![](https://itknocks.com/wp-content/uploads/2025/03/AI-Revolution-2-1024x585-1.webp) ## Industry-Specific Examples Different industries will continue to harness the power of Microsoft Copilot in unique ways: #### Healthcare: AI will streamline patient care, from automating administrative tasks to providing personalised treatment recommendations. Imagine a doctor who remembers everything about your medical history and uses that to tailor what’s best for you. #### Finance: Financial institutions will use AI for fraud detection, risk management, and customer service enhancements. Think of it as your financial guardian angel. #### Retail: Retailers will leverage AI to optimise inventory management, personalise marketing campaigns, and enhance customer experiences. Basically, a personal shopper who knows exactly what you want. #### Manufactiring: AI will drive efficiency in production processes, predictive maintenance, and supply chain management. It’s like having a factory that runs itself. Conclusion: The future of AI is bright, and Microsoft Copilot is leading the charge. By embracing AI, organisations can unlock new levels of productivity, innovation, and customer satisfaction. As an AI subject-matter expert, I can assist you in exploring the potential of Microsoft Copilot for your organisation. The journey to AI-driven success starts now—don’t get left behind. **Reach out to me for a free AI workshop.** _**Suggested Read: [Effortless Data and File Handling with SharePoint and Microsoft Word](https://itknocks.com/effortless-data-management-sharepoint-and-microsoft-word/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! 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All rights reserved. ## Privacy Policy ## NuGet Integration Guide Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-6656BEC474ED8688786A6B2EA2712590@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/learn-how-to-integrate-nuget-packages-in-dynamics-365-crm-plugins-to-2/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Learn how to integrate NuGet packages in Dynamics 365 CRM plugins to ## By Muhammad Asif Introduction: Dive into the intricate world of Microsoft Dynamics 365 CRM plugins with my latest article on C# Corner. This informative piece focuses on the critical aspect of adding NuGet Packages and incorporating dependent assemblies into Dynamics packages. Uncover the secrets of resolving the notorious “could not load assemblies or its dependencies” issue with a step-by-step demonstration. This guide not only troubleshoots the problem but empowers you to understand the process thoroughly, ensuring you don’t fall prey to common mistakes that lead to such issues. Elevate your Dynamics 365 CRM plugin development by mastering the art of handling NuGet Packages and dependencies seamlessly. Avoid Direct Plugin Project Creation in Visual Studio - Never create a Plugin project directly from Visual Studio or any other IDE. Utilize Microsoft PowerApps CLI - Always opt for creating your plugin project using Microsoft PowerApps CLI. - This ensures a standardized and reliable development environment. - It automatically creates a Nuget Package file that will be used to avoid **“Could not load assemblies or its decencies”** Utilize Microsoft PowerApps CLI ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-1.webp) - Download and install Microsoft PowerApp CLI from this link [Microsoft PowerApps CLI](https://aka.ms/PowerAppsCLI). Complete the installation process ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-2.webp) - Download and install Nuget Package Explorer from this link [Nuget Package Explorer](https://apps.microsoft.com/detail/9WZDNCRDMDM3?hl=en-US&gl=US) open the Nuget Package Explore Open CMD and run “pac” command. You will get the information if it is successfully installed as following ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-3.webp) Execute the following command to create plugin project - Browse to the directory where you want to create the plugin project - Execute the command on CMD to create plugin project **“pac plugin init”** A plugin project will be created at your desired location as follows ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-4.webp) Click on the CS Proj file and open it in Visual Studio ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-5.webp) By default, 2 files are automatically created when you create a plugin project as follows ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-6.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-7.webp) I have added PgpCore Nuget package to my plugin project for Encryption and Decryption. You can have your own required nuget package as per your need. ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-8.webp) Build your project ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-9.webp) After a successful build, you will get the output result as follows ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-10.webp) Browse the directory of your project ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-11.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-12.webp) Open the file Plugin\_Project.1.0.0.nupkg in Nuget Package Explorer by double clicking it Now you can see that this nuget package file contains the information related to the added nuget package of PgpCore that we want to include in our plugin project package as follows. In your case, you can have the required nuget package that you want to add ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-13.webp) Now open up plugin registration tool ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-14.png) Click to create new connection ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-15.webp) Provide login details and login ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-16.webp) Click to Register New Package ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-17.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-18.webp) Browse to the directory where your nuget package file was created automatically when you build the project and import this file ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-19.webp) Select the Command Data Service Default Solution and import it ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-20.webp) Click on view and Display by package ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-21.webp) Now your Plugin Project is successfully registered with all dependent assemblies and ready to use. ![](https://itknocks.com/wp-content/uploads/2025/02/Dynamics-365-CRM-Plugin-NuGet-Package-Integration-image-22.webp) Conclusion: In conclusion, navigating the intricacies of Microsoft Dynamics 365 CRM plugins demands a nuanced approach, especially when dealing with NuGet Packages and dependent assemblies. This article has delved into the critical process of resolving the persistent “could not load assemblies or its dependencies” issue, offering a comprehensive, step-by-step demonstration. By following the recommended best practices, such as avoiding direct plugin project creation in Visual Studio and harnessing the power of Microsoft PowerApps CLI, developers can establish a standardized and reliable development environment. The CLI’s automatic creation of a NuGet Package file not only streamlines the process but also acts as a preemptive measure against potential issues. To further facilitate your journey, prerequisites such as downloading and installing essential tools like the Plugin Registration tool, Microsoft PowerApps CLI, and NuGet Package Explorer are highlighted. The guide emphasizes the significance of these tools in ensuring a smooth plugin development experience. By adopting these practices and incorporating the suggested steps into your workflow, you not only troubleshoot existing issues but also fortify your understanding of the entire process. Take charge of your Dynamics 365 CRM plugin development, elevate your skills, and sidestep common pitfalls by mastering the art of handling NuGet Packages and dependencies seamlessly. 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It emphasizes the importance of protecting sensitive information during development and introduces Azure Key Vault as a solution. The article guides users through configuring permissions, authentications, and service connections to seamlessly access secrets in pipelines. The use of Self-hosted Local Agents ensures control over the environment, contributing to a more secure and streamlined CI/CD workflow. Overall, the article provides a comprehensive step-by-step guide for implementing this integration to bolster the security of the development lifecycle. First of all, you need to create & manage Azure DevOps organization and project. You can create it from this article [Azure DevOps: Create Organization, Project, Commit .NET Solution](https://www.c-sharpcorner.com/article/azure-devops-create-organization-project-commit-net-solution/) Now you have to create & manage Azure Key Vault for managing the roles and secrets. You can do this from this article [Azure Key Vault Creation, RBAC Setup, User Addition, Secret Management](https://www.c-sharpcorner.com/article/azure-key-vault-creation-rbac-setup-user-addition-secret-management/) After creating the Key vault you need to manage the Access Policy. ![](https://itknocks.com/wp-content/uploads/2025/02/Screenshot_1.webp) **Note.** Key vault secret should have configured Access Policy because it does not allow Role Based Access Control (RBAC) as per Microsoft Documentation [Key Vault secrets in Azure Pipelines](https://learn.microsoft.com/en-us/azure/devops/pipelines/release/azure-key-vault?view=azure-devops&tabs=yaml). ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-2.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-3.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-4.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-6.webp) ### Allow permissions on the Key Vault ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-7.webp) #### Select user ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-8.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-9.webp) Now user has been added successfully ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-10.webp) I have placed a secret in the Key vault secrets ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-11.webp) Now you need to go to [Azure DevOps](https://dev.azure.com/). ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-12.webp) Select your organization and project ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-13.webp) Select repository ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-14.webp) Select Library ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-15.webp) Create a variable group ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-16.webp) Fill in the required values ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-17.webp) Select the subscription ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-18.webp) Authorize your self ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-19.webp) Select advance option ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-20.webp) Select the Command Data Service Default Solution and import it ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-21.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-22.webp) You can allow all pipelines to use this connection ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-23.webp) Refresh for Key vault ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-24.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-25.webp) if you get this error ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-26.webp) Go to the Azure Key vault ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-27.webp) Select the user and set secret permission as follows ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-28.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-29.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-30.webp) Now go to Azure DevOps and Authorize again. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-31.webp) Now you will be able to see the secret in your Azure Key Vault Secret. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-32.webp) Secret has been added here ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-33.webp) Save it ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-33-1.webp) Now go to the pipeline ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-35.webp) Create new pipeline. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-36.webp) Select Git YAML ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-37.webp) Select your project ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-38.webp) Default YAML will be shown here ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-40.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-41.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-42.webp) You can copy and paste the YAML and change it. Copy your Key vault name ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-43.webp) Copy the subscription name ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-45.webp) Now place it in the YAML ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-46.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-48.webp) Now job is executing. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-49.webp) If you get an error ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-50.webp) Go to the project setting for configuring Self-Hosted Agent in the pool ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-51.webp) Select Agent Pools ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-52.webp) Select Default ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-53.webp) Click to download the agent in your local environment. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-55.webp) Extract the folder ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-56.webp) Double-click on config.cmd file ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-57.png) Copy the URL as highlighted. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-58.webp) Paste in the CMD and follow the steps ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-59.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-60.webp) Go to the Azure DevOps portal and click on it to create a Personal Access Token. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-62.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-63.webp) Copy the Personal Access Token here else you will not be able to see it again. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-64.webp) Paste the copied Personal Access Token into CMD ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-65.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-66.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-67.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-68.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-69.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-70.webp) Now double click on run.cmd ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-71.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-72.webp) Now go to Azure DevOps Portal click on the Agent Pools and click on Default Agent then you can see that it is running and Online ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-73.webp) Now go to pipeline and click on Edit ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-74.webp) Now edit the YAML file and change with the highlighted values. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-75.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-76.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-77.webp) If you see the highlighted line then view and permit ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-78.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-79.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-80.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-81.webp) Now pipeline has been executed successfully ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-82.webp) Now you can see the pipeline execution details. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-83.webp) Now go to the executed job and click on it ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-84.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-85.webp) Save the secret.txt. ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-86.webp) ![](https://itknocks.com/wp-content/uploads/2025/02/Azure-Key-Vault-Integration-88.webp) Conclusion: The article serves as a valuable resource for developers and DevOps teams seeking to fortify the security of their CI/CD pipelines. By seamlessly integrating Azure Key Vault secrets into Azure Pipelines through the use of Self-hosted Local Agents, the guide addresses the critical need for safeguarding sensitive information throughout the software development lifecycle. The step-by-step instructions, focusing on configuring permissions and establishing secure connections, empower users to implement a robust and efficient CI/CD workflow. With the combined benefits of centralized secret management and enhanced control over the execution environment, the approach outlined in the article not only bolsters security measures but also contributes to a more streamlined and resilient development process. As organizations continue to prioritize security in their software delivery practices, the insights provided in this article offer a practical and effective solution for elevating the overall security posture of CI/CD pipelines in Azure DevOps. _**Suggested Read: [Power Platform: Mobile App To Count Objects In An Image](https://itknocks.com/power-platform-mobile-app-to-count-objects-in-an-image/)**_ [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map [iframe](cid:frame-656127C57BDE086BD8700BF5B9CF57A3@mhtml.blink) ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## AI-Driven Lead Generation Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-81599B31E11E2A749EE1F1726E57A277@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## AI and Copilot-Driven Sales Lead Generation Transformation for a Client ## By Adnan Khan ITKnocks executed a groundbreaking lead generation transformation for a client by integrating advanced AI tools into their marketing processes. The primary goal was to automate the conversion of ads from various digital platforms into actionable leads, thus streamlining the process from advertisement to sales with minimal human involvement. ## AI-Powered Ad Conversion Using Azure OpenAI API To ensure efficient and automated lead generation, ITKnocks implemented the Azure OpenAI API, enabling real-time interaction and analysis of customer behavior. This API-powered system interacted with prospects as soon as they engaged with ads on platforms like Google, Facebook, and TV, assessing their level of interest and converting them into qualified leads. ## Key Solution Components: 1. **Seamless AI-Driven Ad Funnel**: Ads from various channels (e.g., Google, social media) were funneled into an AI-powered system that: - Engaged with prospects in real-time using Copilot - Used Copilot **ChatGPT-based conversational AI** to assess and qualify leads. - Automatically forwarded high-quality leads to the client’s sales pipeline for further engagement. 2. **Data Consolidation via Azure Data Factory**: ITKnocks integrated **Azure Data Factory pipelines** to consolidate data from various ad platforms, enabling seamless tracking and management of ad performance and lead quality. This allowed the client to maintain a unified view of all their leads across digital touchpoints. 3. **Real-Time Lead Qualification and Transfer**: With the help of **AI-based analytics**, the system continuously qualified leads based on user interaction. Once the system determined a lead’s potential, it automatically transferred the lead to the appropriate sales or marketing team, ensuring no time was lost in the handoff. ## Impact on the Client’s Operations: ![](https://itknocks.com/wp-content/uploads/2024/10/AI-Campaign-1.png)ITKnocks' AI and Copilot-Enhanced Campaign Optimization for a Client - **Increased Efficiency**: The automation of lead conversion processes reduced manual intervention, allowing the client to focus resources on closing deals. - **Improved Lead Quality**: By qualifying leads in real-time, ITKnocks ensured that the client received only high-quality, ready-to-convert prospects. - **Enhanced Scalability**: With the integration of **Kubernetes**, the system could scale as needed, handling growing ad volumes and lead inquiries without performance lags. Through this AI-powered lead generation transformation, ITKnocks helped the client automate key processes, improve lead quality, and streamline operations, leading to higher conversions and greater sales pipeline efficiency. [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## AI Campaign Optimization Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-6D5A47E959A339658163EDCFD5E49610@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## AI and Copilot-Enhanced Campaign Optimization for a Client ## By Adnan Khan In another successful case, ITKnocks implemented AI and automation to enhance the client’s marketing campaigns. By integrating **Azure OpenAI API, Azure Data Factory**, and AI-driven insights, ITKnocks provided real-time campaign optimization, ensuring the client’s ads and digital touchpoints adapted dynamically to user behaviour. ## Integration of AI-Driven Campaign Insights ITKnocks transformed the client’s marketing campaigns by integrating **Google Analytics** data with AI-powered insights, delivered through the **Azure OpenAI API**. This combination allowed the client to understand user behavior on a granular level and optimize campaigns in real time. ## Key Solution Components: 1. **Real-Time Behavioral Analysis Using Azure Data Factory**: ITKnocks set up **Azure Data Factory pipelines** to pull and process data from **Google Analytics** in real-time. This gave the client a comprehensive view of customer interactions across all digital platforms, allowing the AI system to adapt marketing efforts based on changing user behavior. 2. **AI-Powered Campaign Adjustments**: The integration of AI-enabled the client’s system to: - Automatically adjust campaigns based on performance insights. - Identify which marketing channels (e.g., Google, Facebook, TV) were yielding the best results. - Focus on high-value audiences through AI-driven targeting recommendations. 3. **Omnichannel Engagement with Copilot**: ITKnocks integrated **Copilot** to handle customer interactions across multiple channels, including social media, websites, and emails. Copilot’s real-time capabilities ensured that users received immediate, AI-driven responses, increasing engagement and optimizing conversion rates across campaigns. 4. **Kubernetes for AI Model Scalability**: To handle the increasing data and traffic demands of campaign optimization, ITKnocks deployed **Kubernetes**. This allowed the client to seamlessly scale their AI models and ensure the smooth functioning of campaigns even during high-traffic periods. ## Impact on the Client’s Campaigns: ![](https://itknocks.com/wp-content/uploads/2024/10/AI-Campaign-1.png)ITKnocks' AI and Copilot-Enhanced Campaign Optimization for a Client - **Enhanced Customer Engagement**: The integration of AI-driven insights and Copilot across multiple platforms improved customer interactions and ensured a personalised experience for every user. - **Continuous Campaign Optimisation**: By analysing user behaviour in real-time and making dynamic adjustments, ITKnocks helped the client maximise their return on ad spend (ROAS) and improve campaign performance across all channels. - **Scalability and Efficiency**: Kubernetes allowed the client to maintain operational efficiency, even during periods of high traffic, ensuring consistent performance. Through this AI-driven campaign optimisation solution, ITKnocks enabled the client to refine their marketing strategies, improve user engagement, and increase conversion rates, leading to greater overall campaign success. [![Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/wp-content/uploads/2025/06/power-automate-1024x576.png)](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) ## [Integrate External Application with D365 CRM Using Power Automate](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/) [![AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-Campaign-2-1024x576.png)](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) ## [AI and Copilot-Enhanced Campaign Optimization for a Client](https://itknocks.com/ai-and-copilot-enhanced-campaign-optimization-for-a-client/) [![AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/wp-content/uploads/2025/03/AI-and-Copilot-Driven-Sales-1024x576.png)](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## [AI and Copilot-Driven Sales Lead Generation Transformation for a Client](https://itknocks.com/ai-and-copilot-driven-sales-lead-generation-transformation/) ## Let's Shape the Future Together! At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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YesNo [Skip to content](https://itknocks.com/integrate-external-application-with-d365-crm-using-power-automate/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ## Integrate External Application with D365 CRM ## By Muhammad Asif ## Introduction Integrating external applications with Microsoft Dynamics 365 CRM can be efficiently managed using Power Automate. In this article, we will walk through the process of setting up an HTTP trigger in Power Automate to receive requests from an external application, authenticate using a JWT token, and perform operations in D365 CRM. #### Prerequisites Before proceeding, ensure you have the following. - Access to Microsoft Entra ID (formerly Azure AD) - Power Automate license - D365 CRM instance - Postman for testing API requests **Step 1.** Register an Application in Microsoft Entra ID. To enable external applications to authenticate and interact with Power Automate, follow these steps. - Go to Microsoft Entra ID in the Azure portal. - Navigate to App registrations and click New Registration. - Enter a name for your application and select the supported account type. - Once registered, note down the Client ID. - Under Certificates & secrets, generate a new Client Secret and copy its value. - Navigate to Enterprise applications, find your registered app, and note down the Object ID. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Enterprise-applications-.jpg) ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Object-ID.jpg) ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/New-Registration--768x120.jpg) ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Register-768x514.jpg) - Copy the Client ID. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Copy-the-Client-ID-768x280.jpg) - Create Client Secrete from here. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Create-Client-Secrete.jpg) ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Client-secrets--768x341.jpg) - Add the Secret. - Copy the Secret else it will not be visible after a few minutes. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Copy-the-Secret-1-768x361.jpg) - Go back to Entra ID and copy the Tenant ID as well. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Entra-ID.jpg) - Now, we have to get the Object ID from the Enterprise Application. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Object-ID-from-Enterprise.jpg) ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Object--768x225.jpg) **Step 2.** Create a Power Automate Flow with an HTTP Trigger. - Go to [Power Automate](https://flow.microsoft.com/). - Click Create and select Instant Cloud Flow. - Choose When an HTTP request is received as the trigger. - Define the request schema based on the expected payload. - Under Settings, go to Allowed Users and paste the Object ID obtained from Entra ID. - Save the flow to generate a unique HTTP POST URL. Go to [https://make.powerautomate.com](https://make.powerautomate.com/) ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Create-768x557.jpg) Add a trigger When an HTTP request is received. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Http-request.jpg) Select Specific users in my tenant. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Select-Specific-users-.jpg) Paste the Object ID. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Paste-the-Object-ID-.jpg) ![integrate external application with d365 crm](https://itknocks.com/wp-content/uploads/2025/06/Parameters.jpg) Give a sample JSON that you want to get as a request from the External Application. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/External-Application--768x248.jpg) ```javascript { "firstname": "Muhammad", "lastname": "Asif" } ``` Copy ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Parameter-http.jpg) Add New Step Add a new row. Save the flow and then copy the updated URL from the Step. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/updated-URL-1-768x185.jpg) ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/HTTP-URL-1.jpg) **Step 3.** Generate JWT Token Using Postman. To authenticate requests, generate a JWT token using Postman. 1. Open Postman and create a new POST request. 2. Set the request URL to: [https://login.microsoftonline.com/{TenantID}/oauth2/v2.0/token](https://login.microsoftonline.com/%7BTenantID%7D/oauth2/v2.0/token) 3. In the Body, select form-data and add the following fields. - **grant\_type:** client\_credentials - **client\_id:** Your registered application’s Client ID - **client\_secret:** The generated Client Secret - **scope:** https://service.flow.microsoft.com//.default 4. Click Send and copy the access\_token from the response. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Send--768x217.jpg) ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/access_token-1-768x167.jpg) **Step 4.** Test the Power Automate Flow. 1. In Postman, create a new POST request to the Power Automate URL generated earlier. 2. Add the following headers. - **Authorization:** Bearer {access\_token} 3. Define the Body payload matching the request schema in Power Automate. 4. Click Send and verify if Power Automate receives the request. Add JSON into the request body. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Add-JSON-1-768x143.jpg) Add Authorization Header and Add Bearer Token. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Bearer-Token-1-768x136.jpg) Execute the API call from POST Man. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/POST-Man-1-768x261.jpg) **Step 5.** Perform Operations in D365 CRM. Once Power Automate receives the request, it can process it to interact with D365 CRM using the Dataverse connector. **Create a record:** Use the “Add a new row” action to insert data. Now go to the Power Automate Run History. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Power-Automate-Run-history-1-768x96.jpg) The request is received successfully. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/Request-is-received-1.jpg) The record is created into CRM Dataverse successfully. ![Integrate External Application with D365 CRM](https://itknocks.com/wp-content/uploads/2025/06/CRM-Dataverse--768x88.jpg) ## Conclusion Integrating an external application with D365 CRM using Power Automate and Microsoft Entra ID provides a secure and efficient way to automate CRM interactions. By leveraging HTTP triggers and JWT authentication, you can seamlessly perform CRUD operations within D365 CRM. This approach enhances automation, improves data consistency, and streamlines business workflows, making it a powerful solution for integrating third-party applications with Dynamics 365 CRM. 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YesNo [Skip to content](https://itknocks.com/itknocks-achieves-microsoft-solutions-partner-badge/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## ITKnocks Achieves Microsoft Solutions Partner Badge ## A New Milestone in Innovation ## Recognition for Commitment to Excellence and Expertise in Microsoft Technologies We’re thrilled to announce a major achievement for ITKnocks! We have officially earned the Microsoft Solutions Partner Badge, marking a new level of distinction in our ability to deliver effective, innovative, and impactful solutions to our clients. This badge is an industry-recognized symbol of excellence, awarded by Microsoft to select partners who demonstrate proven expertise and a commitment to success across Microsoft’s suite of solutions, from Dynamics 365 to Azure. For us at ITKnocks, it’s not only an honor but a testament to the value we bring to our clients in their digital transformation journey. ## About the Microsoft Solutions Partner Badge The Microsoft Solutions Partner Badge is a certification that recognizes ITKnocks’ proven capability to deliver specialized solutions and achieve outstanding client outcomes. To earn this designation, partners must meet rigorous criteria, including certifications, high-level competencies in various Microsoft technologies, and successful implementations across different client projects. This badge demonstrates our dedication to staying at the forefront of Microsoft technology, empowering clients with tailored solutions and actionable insights that drive growth and efficiency. ## Key Benefits for Our Clients: - Certified Expertise: Assurance of ITKnocks’ certified capabilities in the Microsoft ecosystem. - Tailored Solutions: Experience in developing and implementing Microsoft-based solutions suited to diverse industry needs. - Innovation: Access to cutting-edge tools and practices that enhance operational efficiency. - Dedicated Support: A partner that offers strategic guidance, implementation, and continuous support on all Microsoft technologies. ![](https://itknocks.com/wp-content/uploads/2025/03/image-160.png) ![](https://itknocks.com/wp-content/uploads/2025/03/image-161.png) ## What This Means for Our Clients Achieving the Microsoft Solutions Partner Badge enhances our ability to bring the highest standards of Microsoft-driven solutions to clients. This designation underscores our commitment to delivering tailored solutions that harness Microsoft’s technologies—like Azure and Dynamics 365—to empower clients in improving data insights, driving automation, and achieving their unique business goals. Whether your focus is on advanced analytics, secure cloud migration, or process automation, our team has the expertise and resources to turn these goals into reality. ## Our Journey to Achieving the Badge Earning this badge has been a journey of continuous growth and collaboration. ITKnocks invested heavily in specialized training and certifications for our team, focusing on areas like data migration, CRM optimization, and cloud infrastructure. Our success in complex implementations, along with the collaborative efforts of our passionate team, has allowed us to meet Microsoft’s high standards, solidifying our status as a trusted partner in the industry. Each step brought us closer to this achievement, reflecting our commitment to excellence. ## Commitment to Innovation and Client Success For ITKnocks, being a Microsoft Solutions Partner is not just a badge—it’s a commitment. We are dedicated to advancing technology and client satisfaction, leveraging Microsoft’s innovative ecosystem to drive business outcomes and long-term growth. As our clients’ trusted technology partner, we will continue to push the boundaries of what’s possible, helping businesses stay agile, competitive, and forward-thinking. ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) To navigate, press the arrow keys. 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YesNo [Skip to content](https://itknocks.com/itknocks-wins-crn-australiafast50-award-for-innovationand-excellence/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## ITKnocks Wins CRN Australia Fast50 Award for Innovation and Excellence ![](https://itknocks.com/wp-content/uploads/2025/03/image-158.png) ## 6th Place \| 111% Growth \| CRN Fast50 2024 ITKnocks is thrilled to announce our 6th place ranking at the CRN Fast50 2024 Awards in Sydney, marking a 111% growth milestone! This achievement highlights our team’s relentless dedication, the trust of our clients, and our commitment to people-first IT solutions ITKnocks Ranks 6th at CRN Fast50 2024 Awards – Celebrating 111% Growth! - YouTube [Photo image of ITKnocks ](https://www.youtube.com/channel/UC5BN22jESbhveVkIehd6Wvw?embeds_referring_euri=https%3A%2F%2Fitknocks.com%2F&embeds_referring_origin=https%3A%2F%2Fitknocks.com) ITKnocks 76 subscribers [ITKnocks Ranks 6th at CRN Fast50 2024 Awards – Celebrating 111% Growth!](https://www.youtube.com/watch?v=DE31sOJbRXc) ITKnocks Search Watch later Share Copy link Info Shopping Tap to unmute If playback doesn't begin shortly, try restarting your device. More videos ## More videos You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this, cancel and sign in to YouTube on your computer. CancelConfirm Share Include playlist An error occurred while retrieving sharing information. Please try again later. [Watch on](https://www.youtube.com/watch?v=DE31sOJbRXc&embeds_referring_euri=https%3A%2F%2Fitknocks.com%2F&embeds_referring_origin=https%3A%2F%2Fitknocks.com) 0:00 0:00 / 1:40 •Live • [Watch on YouTube](https://www.youtube.com/watch?v=DE31sOJbRXc "Watch on YouTube") ## Capturing the CRN Fast50 Moments Relive the highlights of our unforgettable night at the CRN Fast50 Awards! From excited smiles to proud moments on stage, these snapshots capture the energy and camaraderie that define ITKnocks. Each photo tells a part of our journey, celebrating the team spirit and dedication that propelled us to a top 10 spot. Join us as we look back at a night filled with recognition, joy, and shared achievements. [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T233618.152.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T233618.152.png) ## CRN Fast50 Australia 2024 Award [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234135.871.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234135.871.png) ## Proudly receiving our CRN Fast50 Award! [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234326.042.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234326.042.png) ## Celebrating 111% growth—thank you, CRN! [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234402.716.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234402.716.png) ## Our leaders accepting a top 10 award! [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234414.150.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234414.150.png) ## Proof of our team’s commitment to growth. [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234442.889.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234442.889.png) ## An honor to be in the CRN Fast50! [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234523.273.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234523.273.png) ## Grateful for this recognition! [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234542.154.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234542.154.png) ## Moments that drive us forward. [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234555.639.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-10T234555.639.png) ## A proud night with the ITKnocks team As we celebrate this incredible achievement, we’re already looking ahead to the next milestones on our journey. The CRN Fast50 Award is more than just a trophy—it’s a testament to our team’s dedication and our clients’ trust. Thank you for being part of our story, and here’s to many more moments of growth, innovation, and success. Stay connected with ITKnocks as we continue to shape the future of IT, one solution at a time! ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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YesNo [Skip to content](https://itknocks.com/pseb-it-ites-export-award/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## PSEB IT & ITES Export Award ## Fastest Growing IT Consulting Firm in Pakistan ## ITKnocks Honored for Export Growth in IT Consulting at the PSEB Awards 2024 ITKnocks is honored to be recognized for its exceptional growth in export revenue, ranking as one of Pakistan’s fastest-growing IT consulting firms at the 2024 PSEB IT & ITES Export Awards. This recognition from PSEB, MoIT, and P@SHA acknowledges the value of our team’s hard work and our dedication to driving Pakistan’s digital landscape forward. [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T002918.596.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T002918.596.png) ## Celebrating growth and teamwork [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T002932.129.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T002932.129.png) ## Proud to be honored at the PSEB Awards! [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T002945.535.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T002945.535.png) ## This award belongs to the whole team [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T002956.584.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T002956.584.png) ## An unforgettable night at PSEB! [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T003010.541.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T003010.541.png) ## Grateful for this industry honor! [![](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T003021.807.png)](https://itknocks.com/wp-content/uploads/2025/03/image-2025-03-11T003021.807.png) ## Excited for what’s next after this milestone! We’re immensely grateful for this recognition from PSEB. This award fuels our passion for innovation and growth within Pakistan’s IT industry. Every step forward is a tribute to our team’s dedication and the invaluable support from our partners. With a commitment to driving digital transformation, we look forward to many more milestones ahead. Stay tuned as ITKnocks continues to push the boundaries of technology and impact. ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## Page Not Found [Skip to content](https://itknocks.com/test/#main) ## This page could not be found! We are sorry. But the page you are looking for is not available. Perhaps you can try a new search. [Back To Homepage](https://test.itknocks.com/) [Scroll to the top of the page](https://itknocks.com/test/#) ## ITKnocks Awards and Recognitions Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-4C83AA38ACAADFA4289DA75C8DE7A609@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/awards/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Recognizing Our Excellence Celebrating milestones of innovation and excellence ## Welcome to Our Awards Page Welcome to our Awards & Recognitions page, a celebration of the milestones and honours that shape our journey in IT consulting, digital transformation, and AI-powered business solutions. Each accolade represents the dedication of our expert team, the trust of our clients, and our commitment to delivering impactful Microsoft technology solutions. From industry leadership awards to recognition in AI-driven automation, cloud innovation, and enterprise software excellence, our achievements reflect our role as a trusted partner in business transformation. These recognitions reaffirm our focus on customer success, continuous innovation, and delivering scalable, future-ready solutions that empower businesses to thrive in today’s evolving technology landscape. ![](https://itknocks.com/wp-content/uploads/2025/03/CRN-Australia-Fast50.png) [Read more](https://itknocks.com/itknocks-wins-crn-australiafast50-award-for-innovationand-excellence/) ![](https://itknocks.com/wp-content/uploads/2025/03/Microsoft-Solutions-Partner-2.png) [Read more](https://itknocks.com/itknocks-achieves-microsoft-solutions-partner-badge/) ![](https://itknocks.com/wp-content/uploads/2025/03/PSEB-IT-and-ITES.png) [Read more](https://itknocks.com/pseb-it-ites-export-award/) ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) To navigate, press the arrow keys. BESbswy ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## IT Services Overview Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-8D2BEFE0FC3C2A950424C75EE6E0BEE7@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/services/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Our Services Our Comprehensive Suite of Strategic IT Services ![](https://itknocks.com/wp-content/uploads/2025/02/Group-662.png) ### Customer Engagement (CE) At ITKnocks, we help businesses strengthen their connections with customers, products, and services through Microsoft Dynamics 365 solutions. By integrating Customer Relationship Management (CRM) with powerful business applications, we empower organisations to streamline operations, automate workflows, and improve customer engagement. With our expertise, you can optimize sales processes and deliver a seamless personalized customer experience. [Learn more](https://itknocks.com/customer-engagement/) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-663.png) ### Enterprise Resource Planning Revolutionize your enterprise resource planning (ERP) with ITKnocks' Microsoft Dynamics 365 ERP services. Our tailored solutions enable businesses to integrate finance, supply chain, and operations, driving efficient resource planning and boosting productivity. From inventory management and financial reporting to business automation, our expertise empowers you to build a scalable, future-ready enterprise that adapts to changing business needs. [Learn more](https://itknocks.com/erp/) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-664.png) ### Business Application Development Accelerate business innovation with ITKnocks Business Application Development services. Leveraging the Microsoft Power Platform, we create low-code solutions that automate complex tasks and significantly improve operational efficiency. Our approach bridges the gap between standard applications and costly custom development, empowering businesses to reduce costs and streamline processes. [Learn more](https://itknocks.com/business-application-development/) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-661.png) ### Business Analytics and Reporting Unlock the full potential of your data with Microsoft Azure and Power BI. At ITKnocks, we enable organizations to visualize data, gain real-time insights, and make informed decisions. Our experts use Azure toolkits, Power BI dashboards, and AI-powered analytics to transform complex data into actionable business intelligence. Whether you need predictive analytics, machine learning solutions, or customized reporting, we ensure leverage data to drive success and growth. [Learn more](https://itknocks.com/business-analytics-and-reporting/) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-660.png) ### Staff Augmentation Gain access to top-tier IT talent with ITKnocks Staff Augmentation Services. We provide highly skilled professionals in Microsoft technologies, cloud computing, and business applications to support your projects and enhance team capabilities. Our flexible staffing solutions ensure you have the right expertise exactly when you need it, helping you optimize productivity, reduce costs and meet project goals efficiently. [Learn more](https://itknocks.com/staff-augmentation/) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-659.png) ### Azure DevOps Enhance your software development and IT operations with ITKnocks Azure DevOps Services. We assist businesses in assessing, migrating, and integrating DevOps practices for increased agility, automation, and scalability. Our expertise in Azure Automation Services and smart DevOps consulting enables teams to improve efficiency, accelerate delivery and drive digital transformation. [Learn more](https://itknocks.com/azure-devops/) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-658-1.png) ### Managed Services Focus on your core business while ITKnocks Managed IT Services takes care of your IT infrastructure. Our proactive IT management ensures optimal system uptime, security, and performance optimization. From 24/7 monitoring and cybersecurity to cloud management and IT support, we provide comprehensive managed services that enhance reliability and reduce operational risks, and drive business continuity. [Learn more](https://itknocks.com/managed-services/) ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/customer-engagement/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Customer Engagement Empower Your Business with Customer Engagement ![](https://itknocks.com/wp-content/uploads/2025/01/image-11.png) ### Elevate Your Business Through Customer Engagement At ITKnocks, we understand that strong Customer Engagement (CE) is crucial for business growth and building lasting client relationships. Our CE Implementation Services help businesses seamlessly connect with customers, delivering exceptional experiences that drive higher sales, increase brand loyalty, and foster long-term success. ![](https://itknocks.com/wp-content/uploads/2025/01/image-12.png) ### Why Choose Customer Engagement Implementation with ITKnocks? Unlock your business’s full potential with Microsoft Dynamics 365 Customer Engagement, a powerful cloud-based solution designed to streamline customer interactions, automate workflows, and boost business efficiency. As your trusted technology partner, ITKnocks seamlessly integrates CE solutions with your core business applications, enabling you to accelerate success, improve customer relationships, and drive long-term growth. ![](https://itknocks.com/wp-content/uploads/2025/01/image-13.png) ### Streamline Your Operations with Microsoft Dynamics 365 Customer Engagement Leverage a centralized platform to efficiently manage customer relationships, sales, marketing, and support with Microsoft Dynamics 365 Customer Engagement. Our Customer Engagement solutions empower businesses by automating sales processes to boost conversions, enhancing customer support with AI-driven assistance, optimising marketing campaigns through data-driven insights, and increasing productivity with seamless CRM integration. With ITKnocks as your partner, businesses can streamline operations and create a more connected, customer-centric approach that drives growth and long-term success. ![](https://itknocks.com/wp-content/uploads/2025/01/image-14.png) ### Tailored Solutions for Every Industry Vertical With extensive expertise across multiple industries, ITKnocks delivers tailored Customer Engagement solutions designed to meet the unique needs of various sectors. Construction: Optimise project workflows and enhance client interactions for smoother operations. Financial Services: Improve customer relationships and ensure regulatory compliance with customised solutions. Healthcare: Boost patient engagement and increase operational efficiency with innovative tools. Education: Improve communication between students and faculty to create a more connected learning environment. Manufacturing: Streamline supply chain management and improve customer service processes for greater efficiency. At ITKnocks, we provide industry-specific solutions that drive real business impact, enabling organisations to thrive in an ever-evolving landscape. ## Explore Our Customer Engagement Services ![](https://itknocks.com/wp-content/uploads/2025/02/Group-438.png) ### Sales Connect sales teams to customers through personalized selling at scale. [Learn more](https://www.microsoft.com/en-au/dynamics-365/products/sales) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-439.png) ### Marketing Orchestrate personalized journeys across all touchpoints to strengthen relationships. [Learn more](https://www.microsoft.com/en-au/dynamics-365/products/customer-insights) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-440.png) ### Customer Service Personalize service, expedite delivery, and add value to every customer interaction. 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Partner with us to revolutionize your approach to customer relationships and drive sustained growth in today’s competitive landscape. ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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[Learn more](https://www.microsoft.com/en-us/power-platform/products/power-bi/) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-592.png) ### Power Apps Transform ideas into actionable solutions with our great custom-built applications using Power Apps. [Learn more](https://www.microsoft.com/en-us/power-platform/products/power-apps) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-593.png) ### Power Automate Drive efficiency and productivity by automating repetitive tasks and workflows with Power Automate. [Learn more](https://www.microsoft.com/en-us/power-platform/products/power-automate) ![](https://itknocks.com/wp-content/uploads/2025/02/Group-594.png) ### Power Virtual Agents Engage customers with conversational chatbots with Power Virtual Agents, no coding required. [Learn more](https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio) ## Revolutionize your business processes and empower your team with the transformative capabilities of the Power Platform. Let’s embark on a journey of innovation together. ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/business-analytics-and-reporting/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Business Analytics and Reporting Optimize Your Business Performance with Advanced Analytics and Reporting At **ITKnocks**, we help businesses turn raw data into actionable insights through our **Business Analytics and Reporting** services. 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With **custom analytics built for your industry**, you can: - Uncover hidden opportunities - Identify potential risks - Improve operational efficiency - Make faster, smarter business decisions From **financial analytics** to **supply chain intelligence**, **marketing insights**, and our team helps you unlock the full potential of your data. **Stay ahead of the competition** with ITKnocks’ data-driven strategies. Contact us today to discover how our Business Analytics solutions can elevate your decision-making and accelerate business success. ![](https://itknocks.com/wp-content/uploads/2025/01/image-27.png) ### Making Informed Decisions Data is at the heart of every smart business decision, but unlocking its full potential takes more than just numbers. At ITKnocks, we turn raw data into clear, actionable insights using advanced analytics tools like Microsoft Power BI and Azure. Our solutions empower businesses to make informed decisions that drive growth, efficiency, and long-term success. ![](https://itknocks.com/wp-content/uploads/2025/01/image-28.png) ### Harnessing Big Data Analytics Using Microsoft Azure and Power BI, we help businesses become data-driven organizations. Our advanced analytics and intuitive visualizations make it easy to monitor performance, uncover trends, and refine strategies, empowering smarter, faster decision-making. ![](https://itknocks.com/wp-content/uploads/2025/01/image-29.png) ### Managing the Data Deluge Managing large volumes of data can be overwhelming. It’s not just about having the right tools, it’s about implementing effective analytics strategies. At ITKnocks, we help you implement effective analytics strategies that align with your business goals, ensuring your data management, reporting, and predictive analytics deliver real value. ![](https://itknocks.com/wp-content/uploads/2025/01/image-30.png) ### A Strategic Approach Our expert team follows a systematic approach to analytics, ensuring your data initiatives provide real value. Using Microsoft Power BI, Azure, Machine Learning (ML), and Artificial Intelligence (AI), we develop tailored solutions that boost efficiency, support smarter decision-making, and fuel sustainable growth. ![](https://itknocks.com/wp-content/uploads/2025/01/image-31.png) ### Our Offerings Partner with ITKnocks to design and deploy cutting-edge data analytics solutions. Leveraging Microsoft's latest innovations in Power BI, Azure, Machine Learning (ML), and Artificial Intelligence (AI), we tailor solutions to drive your business forward. ![](https://itknocks.com/wp-content/uploads/2025/01/image-32.png) ### Tailored Solutions Every business has its own set of challenges and goals. At ITKnocks, we develop Azure-based big data analytics solutions designed around your unique needs. By applying proven methodologies and industry best practices, we help you uncover deep insights that drive innovation, improve performance, and support long-term success. ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map ![](https://maps.googleapis.com/maps/api/js/StaticMapService.GetMapImage?1m2&1i240990&2i157232&2e1&3u10&4m2&1u300&2u150&5m6&1e0&5sen-US&6sus&10b1&12b1&14i47083502&8e1&client=google-maps-embed&token=46410) To navigate, press the arrow keys. 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YesNo [Skip to content](https://itknocks.com/azure-devops/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Azure DevOps Empower Your Business with ITKnocks Azure DevOps Services At ITKnocks, transitioning to Azure DevOps is more than just adopting new technology, it’s about cultivatinga collaborative, agile, and efficient work culture. Our Azure DevOps Services help businesses seamlessly assess, migrate, and integrate DevOps practices, ensuring optimized workflows, Accelerating deployments, and boosting productivity. Let ITKnocks guide your DevOps transformation for Sustainable, long-term success. ![](https://itknocks.com/wp-content/uploads/2025/01/image-33.png) ### Accelerate Your DevOps Journey with ITKnocks At ITKnocks, we help businesses embrace Agile practices with confidence. Our Azure DevOps Assessment ensures a smooth transition from on-premise to cloud-native solutions, enhancing flexibility and ensuring seamless delivery across any platform or language. ![](https://itknocks.com/wp-content/uploads/2025/01/image-34.png) ### Build a Strong DevOps Culture DevOps is more than just technology, it’s a cultural transformation that drives collaboration, efficiency, and innovation. Our Azure DevOps Services streamline development, enhance performance, and reduce time-to-market while optimizing costs for improved uptime and productivity. ![](https://itknocks.com/wp-content/uploads/2025/01/image-35.png) ### Automate for Maximum Efficiency DevOps is more than automation—it’s about transforming how teams work. At ITKnocks, our Azure DevOps and Automation Services implement Infrastructure as Code (IaC) and streamline deployments to reduce errors, improve productivity, and accelerate delivery. Partner with us to align your processes, boost collaboration, and unlock scalable, sustainable growth. ## Discover the ITKnocks Difference ![](https://itknocks.com/wp-content/uploads/2025/02/Group-451.png) ### Plan Projects Effectively Utilize agile tools to streamline project management and enhance collaboration across teams. ![](https://itknocks.com/wp-content/uploads/2025/02/Group-455.png) ### Streamline Testing Manage test plans efficiently to ensure the quality and reliability of your software products. ![](https://itknocks.com/wp-content/uploads/2025/02/Group-456.png) ### Version Control Made Easy Leverage GitHub integration to version code seamlessly and facilitate collaboration. ![](https://itknocks.com/wp-content/uploads/2025/02/Group-457.png) ### Automate Deployments Use pipelines to pull solutions across platforms, enabling rapid and reliable deployment processes. Partner with ITKnocks and embark on a transformative journey that drives efficiency,  collaboration, and fuels innovation. Our services are meticulously tailored to align with your unique business needs, ensuring that every step of the process is designed for your success. Whether you’re looking to enhance operational workflows, streamline processes, or embrace cutting-edge solutions, we work closely with your team to deliver outcomes that make a real impact. Let us guide you through this transformation, helping your business unlock its full potential and achieve long-term growth. ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? 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YesNo [Skip to content](https://itknocks.com/staff-augmentation/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Staff Augmentation Leverage the Full Potential of Microsoft Power Platform & Dynamics 365 Partner with ITKnocks to enhance efficiency, collaboration, and innovation. Our customized solutions streamline workflows, optimize processes, and drive business success. Whether you’re automating operations, integrating advanced technologies, or improving productivity, we work alongside your team to deliver measurable results. Let us help you unlock new opportunities and achieve long-term growth. ## Why Staff Augmentation? ![](https://itknocks.com/wp-content/uploads/2025/03/staff-augmentation.png) ## Why Choose ITKnocks for Staff Augmentation?t ? ITKnocks provides certified, experienced professionals tailored to your business needs. Our experts are carefully screened, tested, and matched based on industry experience, product knowledge, and Power Platform expertise. With strategic staff augmentation, we enhance your projects by seamlessly integrating Microsoft Power Platform and Dynamics 365 specialists. Whether you need skilled developers, consultants, or technical experts, ITKnocks ensures you have the right talent to boost efficiency, drive innovation, and achieve business success. ![group458](https://itknocks.com/wp-content/uploads/elementor/thumbs/group458-r6k4q5sn41yqqkeub1gox1ezkvjpbnaocaky5regw8.png) ### Proven Excellence Discover a track record adorned with successful implementations, delighted clients, and transformative results. At ITKNOCKS, excellence isn't a goal; it's our standard. ![group459](https://itknocks.com/wp-content/uploads/elementor/thumbs/group459-r6k4q7obhq1bdsc4029y20xwrnafr1i50jvx4bbojs.png) ### Certified Wizards Empower your projects with a team of Microsoft Dynamics wizards. With rich experience and industry insights, our team is committed to excellence in every project engagement. ![group460](https://itknocks.com/wp-content/uploads/elementor/thumbs/group460-r6k4q21acptlg4kawzu6n2d57c28guvqzrz08nk1l4.png) ### Flexibility Beyond Boundaries Our staff augmentation model offers unmatched flexibility, scaling your team with project needs to stay agile and ahead in the dynamic tech landscape. ![group461](https://itknocks.com/wp-content/uploads/elementor/thumbs/group461-r6k4q4usx7xgeyg7gj22cjnizhoc3y6y05xgohfv2g.png) ### Customization, Your Way We don't believe in one-size-fits-all. Tailored to your unique needs, our staff augmentation services align seamlessly with your project goals, ensuring a perfect fit every time. ## Experience the Benefits with ITKnocks Every project is unique, and so are your staffing needs. Our staff augmentation services are crafted to bring you the perfect blend of flexibility, expertise, and cost-effectiveness. Our resources have the best industry experience including Business apps, DevOps, Azure Dynamics 365 CRM, ERP, Finance & Operations. ![](https://itknocks.com/wp-content/uploads/2025/01/image-36.png) ### Cost-Effective Brilliance Boost your projects with ITKnocks' cost-effective staff augmentation services. We help you reduce overhead costs while delivering maximum value by providing skilled professionals on demand. Get the expertise you need without long-term commitments, ensuring flexibility and efficiency for your business. ![](https://itknocks.com/wp-content/uploads/2025/01/image-37.png) ### Faster Project Delivery From implementation to optimization, our ready-to-deploy experts ensure seamless execution, helping you meet deadlines without compromising quality. At ITKnocks, we provide the right talent at the right time, ensuring your projects stay on track and deliver exceptional results. ![](https://itknocks.com/wp-content/uploads/2025/01/image-38.png) ### Scalable Solutions for Growth Whether you're a growing startup or an expanding enterprise, our flexible staffing solutions adapt to your needs, ensuring continuous support and efficiency as your business evolves. Get in touch with ITKnocks today and transform your business with expert Microsoft Dynamics solutions. Let’s work together to streamline operations, boost efficiency, and drive success. ## Your Success Story Begins Here! Ready to embark on a journey of Microsoft Dynamics excellence? Contact us today, and let’s redefine what’s possible, together. ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. 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YesNo [Skip to content](https://itknocks.com/technologies/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Technologies Innovative Software solutions that deliver real business outcomes ![](https://itknocks.com/wp-content/uploads/2025/01/image-40.png) ![](https://itknocks.com/wp-content/uploads/2025/01/image-16.png) ### Microsoft Azure Microsoft Azure offers a comprehensive cloud platform with over 200 products and services, empowering businesses to build, run, and manage applications across various environments. Prioritizing security, compliance, and seamless hybrid operations, Azure ensures future-ready solutions through continuous innovation and support for diverse languages. ![](https://itknocks.com/wp-content/uploads/2025/01/image-42.png) ### Power Platform Microsoft Power Platform, an inclusive low-code solution, offers intuitive tools like Power BI for data analysis, Power Apps for low-code solutions, Power Automate for process streamlining, and Power Virtual Agents for AI assistance. Empowering teams to stay agile, it enables the creation of secure, scalable assets for enterprise-grade applications and data connectivity. ![](https://itknocks.com/wp-content/uploads/2025/01/image-41.png) ![](https://itknocks.com/wp-content/uploads/2025/01/image-43.png) ![](https://itknocks.com/wp-content/uploads/2025/01/image-44.png) ### Dynamics 365 Microsoft Dynamics 365 epitomizes the forefront of AI-driven business solutions, seamlessly merging intelligent CRM and ERP applications. This transformative suite boosts operational efficiency, empowering businesses with agility to adapt and innovate. Through Dynamics 365, organizations swiftly deploy solutions, unify data, and utilize Microsoft AI for unparalleled insights, revolutionizing customer experiences. ![](https://itknocks.com/wp-content/uploads/2025/01/image-46.png) ### Microsoft 365 Microsoft 365 empowers you to craft documents effortlessly, anywhere. Excel turns data into actionable insights, Outlook streamlines email and tasks, while Microsoft Defender safeguards your data. OneDrive facilitates seamless collaboration through file sharing, and powerful apps and cloud storage redefine innovation.1 ![](https://itknocks.com/wp-content/uploads/2025/01/image-45.png) ![](https://itknocks.com/wp-content/uploads/2025/01/image-47.png) ![](https://itknocks.com/wp-content/uploads/2025/01/image-48.png) ### Microsoft Copilot Microsoft Copilot is a revolutionary AI language model designed to assist with tasks like coding, writing, and problem-solving. Leveraging advanced machine learning, it analyzes context to provide relevant suggestions, making it a versatile and valuable tool for developers, writers, and problem solvers, enhancing productivity and creativity alike. ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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YesNo [Skip to content](https://itknocks.com/inspectus/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Inspectus Simple, Fast, Bulletproof Inspections ![](https://itknocks.com/wp-content/uploads/2025/01/image-20.png) **Inspectus** simplifies and automates the entire inspection process, making it faster and more efficient. Capture inspection details, take photos, track changes, and share data in real-time, all within one intuitive app. Create customized inspections for various industries, including **property management**, **car dealerships**, **site security**, **equipment inspections**, **maintenance**, and **incident reporting**. **Inspectus** ensures compliance with industry standards while enhancing collaboration and productivity. Gain instant access to reports and **analytics**, allowing you to monitor inspection efficiency and track asset status effortlessly. Say goodbye to time-consuming paperwork and manual processes. **Sign up today** and discover how **Inspectus** can save your business both time and money. Inspectus - ITKnocks - YouTube [Photo image of ITKnocks ](https://www.youtube.com/channel/UC5BN22jESbhveVkIehd6Wvw?embeds_referring_euri=https%3A%2F%2Fitknocks.com%2F&embeds_referring_origin=https%3A%2F%2Fitknocks.com) ITKnocks 76 subscribers [Inspectus - ITKnocks](https://www.youtube.com/watch?v=rBRoJn8-cjA) ITKnocks Search Watch later Share Copy link Info Shopping Tap to unmute If playback doesn't begin shortly, try restarting your device. More videos ## More videos You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this, cancel and sign in to YouTube on your computer. CancelConfirm Share Include playlist An error occurred while retrieving sharing information. Please try again later. [Watch on](https://www.youtube.com/watch?v=rBRoJn8-cjA&embeds_referring_euri=https%3A%2F%2Fitknocks.com%2F&embeds_referring_origin=https%3A%2F%2Fitknocks.com) 0:00 0:00 / 1:03 •Live • [Watch on YouTube](https://www.youtube.com/watch?v=rBRoJn8-cjA "Watch on YouTube") ![](https://itknocks.com/wp-content/uploads/2025/01/image-22-1.png) - Build Forms Build your own forms for any type of inspection, survey, or audit - Integration Integrated document management and distribution - Tracking Track change requests and distribute details to project managers - Decision Making Automatic intelligent decision-making for onsite jobs - Data Analysis Real-time consolidated data and analytics [Get Inspectus Now](https://appsource.microsoft.com/en-US/product/dynamics-365/itknocksptyltd1665733700139.itknocks_inspectus) - Capture Data Capture images, videos, geolocation, and other onsite data - Collaboration Collaborate instantly with onsite and back-office staff - Real Time Response Push jobs to onsite field workers and get a real-time response - Incident Submission Submit incidents, injuries, and issues via the app to back-office staff - Online/Offline Functionality Online and offline functionality ![](https://itknocks.com/wp-content/uploads/2025/02/Inspectus-App-Demo-Gif-1-1-1-1.gif) ## Benefits - Boost efficiency and collaboration - Focus on outcome-based tasks - Respond quickly to changing circumstances - Include rich data like video/audio when reporting defects - Develop forms for field staff to perform any function - Avoid ad-hoc notifications by consolidating updates in one app - Improved onsite resource management - Standardise compliance and safety checks - Runs on any device (no need to buy new hardware) ## Suitable Industries - Facilities Management - Incident Reporting - Time Tracking - Property Inspection - Vehicle Dealerships - Utilities Management - Site Security - Equipment and Asset Inspection - Installation, Repair and Maintenance - Surveys and Feedback Forms [Get Inspectus Now](https://appsource.microsoft.com/en-US/product/dynamics-365/itknocksptyltd1665733700139.itknocks_inspectus) ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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YesNo [Skip to content](https://itknocks.com/property-hub/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## Property Hub CRM for Builders Transforming Construction \| Introducing Property Hub for Builders - YouTube [Photo image of ITKnocks ](https://www.youtube.com/channel/UC5BN22jESbhveVkIehd6Wvw?embeds_referring_euri=https%3A%2F%2Fitknocks.com%2F&embeds_referring_origin=https%3A%2F%2Fitknocks.com) ITKnocks 76 subscribers [Transforming Construction \| Introducing Property Hub for Builders](https://www.youtube.com/watch?v=oqPWnS7WOtA) ITKnocks Search Watch later Share Copy link Info Shopping Tap to unmute If playback doesn't begin shortly, try restarting your device. More videos ## More videos You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this, cancel and sign in to YouTube on your computer. CancelConfirm Share Include playlist An error occurred while retrieving sharing information. Please try again later. [Watch on](https://www.youtube.com/watch?v=oqPWnS7WOtA&embeds_referring_euri=https%3A%2F%2Fitknocks.com%2F&embeds_referring_origin=https%3A%2F%2Fitknocks.com) 0:00 0:00 / 1:32 •Live • [Watch on YouTube](https://www.youtube.com/watch?v=oqPWnS7WOtA "Watch on YouTube") ![](https://itknocks.com/wp-content/uploads/2025/02/image-2025-02-03T214821.903.png) CRM for Builders Built on Power Apps – Model Driven: Manage the Complete Customer Journey Transform the way you manage your customer relationships with a **CRM solution for builders**, powered by **Power Apps – Model Driven**. This platform effectively tracks the entire customer journey, from the first interaction to ensuring long-term satisfaction. Move beyond traditional sales tactics and empower your customers to find and achieve their dream homes. Strengthen relationships through exceptional service and personalized communication. With a streamlined **CRM system**, builders can drive repeat business and generate more referrals, ensuring sustained success and growth in the industry. Construction [Sales](https://itknocks.com/property-hub/#) - Provide quick quote or comparisons - Collaboration with designers - Manage customer booking at store - Manage customer expectations - Manage all the approvals in one place - Give same 360 information to all employees so they can take right decisions - Manage Resources (Contractors, Staff [Construction](https://itknocks.com/property-hub/#) - Self service support - Contact vendors directly throught portal - Portal access for vendors - Manage warranties - Help customer to build their next home Post Construction Assist Program Sales Post Construction Assist Program ## Features of the Systems [Manage your complete sales cycle](https://itknocks.com/property-hub/#collapse-c060153685cca2598393) ![](https://itknocks.com/wp-content/uploads/2025/02/Black.png) From first contact to contract ![](https://itknocks.com/wp-content/uploads/2025/02/Black-1.png) Respond to customer (Timely and efficiently) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-2.png) Help them estimate to provide quote ![](https://itknocks.com/wp-content/uploads/2025/02/Black-3.png) Build their dream home (during draft stage) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-4.png) Compare the price and design specifications within your database [Customer on boarding](https://itknocks.com/property-hub/#collapse-c060153685cca2598ab7) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-5.png) Help customer from Deposit to Contract stage ![](https://itknocks.com/wp-content/uploads/2025/02/Black-6.png) Manage settlement process with customer and bank [Maintain customer expectations during the building process](https://itknocks.com/property-hub/#collapse-c060153685cca2599102) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-7.png) Help relationship manager not only relying on the emails and backend systems ![](https://itknocks.com/wp-content/uploads/2025/02/Black-8.png) Inform customer with the progress through different stages ![](https://itknocks.com/wp-content/uploads/2025/02/Black-9.png) 360-degree information on the communications, expectations, and progress stage ![](https://itknocks.com/wp-content/uploads/2025/02/Black-10.png) Help them to manage their move to new house, (last time approvals such as Send notifications and alerts for the stage progress and payment through the system [Manage Projects](https://itknocks.com/property-hub/#collapse-c060153685cca25997c7) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-11.png) Manage Project timelines / Schedules ![](https://itknocks.com/wp-content/uploads/2025/02/Black-12.png) Project Costing ![](https://itknocks.com/wp-content/uploads/2025/02/Black-13.png) Contractors ![](https://itknocks.com/wp-content/uploads/2025/02/Black-14.png) Manage Invoices [Self-service Portal for customers](https://itknocks.com/property-hub/#collapse-c060153685cca2599e85) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-15.png) Detail about the progress ![](https://itknocks.com/wp-content/uploads/2025/02/Black-16.png) Live images (integrated with 3rd party tools or onsite camera) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-17.png) Payment Details [Manage Resources](https://itknocks.com/property-hub/#collapse-c060153685cca259a509) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-18.png) Manage Project Resources such as Contractors, Project teams, outsourcing ![](https://itknocks.com/wp-content/uploads/2025/02/Black-19.png) Maintain Resources skills and availability [Mobile App](https://itknocks.com/property-hub/#collapse-c060153685cca259ab72) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-20.png) Mobile App ![](https://itknocks.com/wp-content/uploads/2025/02/Black-21.png) Inform customer with the progress [Post Construction Assist Program](https://itknocks.com/property-hub/#collapse-c060153685cca259b1c4) ![](https://itknocks.com/wp-content/uploads/2025/02/Black-23.png) Manage Warranties and Support ![](https://itknocks.com/wp-content/uploads/2025/02/Black-24.png) Help customer to manage their warranties with vendors ![](https://itknocks.com/wp-content/uploads/2025/02/Black-25.png) Vendor access for the portal ![](https://itknocks.com/wp-content/uploads/2025/02/Black-26.png) Extend assist program to build customer next dream home ![](https://itknocks.com/wp-content/uploads/2025/02/Black-27.png) Run referral program ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. Your partner for transformative technology. ## Quick Links - [Who We Are](https://itknocks.com/who-we-are/) - [Services](https://itknocks.com/services/) - [Products](https://itknocks.com/our-products/) - [Technologies](https://itknocks.com/technologies/) - [Careers](https://itknocks.com/careers/) ## Contact Info - 1300 634 080 - info@itknocks.com - Level 8, 171 Clarence St, Sydney, NSW 2000 ## Google Map | | | | --- | --- | | `←` | Move left | | `→` | Move right | | `↑` | Move up | | `↓` | Move down | | `+` | Zoom in | | `-` | Zoom out | | `Home` | Jump left by 75% | | `End` | Jump right by 75% | | `Page Up` | Jump up by 75% | | `Page Down` | Jump down by 75% | ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i942!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=4483) ![](https://www.google.com/maps/vt?pb=!1m5!1m4!1i10!2i941!3i614!4i256!2m3!1e0!2sm!3i738496808!2m3!1e2!2sspotlit!5i1!3m13!2sen-US!3sUS!5e289!12m5!1e68!2m2!1sset!2sRoadmap!4e2!12m3!1e37!2m1!1ssmartmaps!4e0!5m1!1e3!23i47083502!27m22!299174093m21!14m20!1m16!1m2!1y7715396482011657279!2y216592143092983888!2zL20vMDZ5NTc!4m2!1x3956279099!2x1512092955!8b1!12m6!1m2!1x3953783826!2x1505209286!2m2!1x3959185887!2x1513430209!15sgcid%3Acolloquial_city!2b0!6b0!8b0&client=google-maps-embed&token=36831) To navigate, press the arrow keys. 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![](data:image/svg+xml,%3Csvg%20fill%3D%22none%22%20xmlns%3D%22http%3A//www.w3.org/2000/svg%22%20viewBox%3D%220%200%2016%2010%22%3E%3Cpath%20fill-rule%3D%22evenodd%22%20clip-rule%3D%22evenodd%22%20d%3D%22M1.5%200C.671573%200%200%20.671573%200%201.5v7C0%209.32843.671573%2010%201.5%2010h13C15.3284%2010%2016%209.32843%2016%208.5v-7C16%20.671573%2015.3284%200%2014.5%200h-13zM5%207C4.44772%207%204%207.44772%204%208%204%208.55229%204.44772%209%205%209h6C11.5523%209%2012%208.55229%2012%208%2012%207.44772%2011.5523%207%2011%207H5zM1%204.25c0-.13807.11193-.25.25-.25h1.5c.13807%200%20.25.11193.25.25v1.5c0%20.13807-.11193.25-.25.25H1.5C1.22386%206%201%205.77614%201%205.5V4.25zM1.5%201c-.27614%200-.5.22386-.5.5v1.25c0%20.13807.11193.25.25.25h1.5c.13807%200%20.25-.11193.25-.25v-1.5C3%201.11193%202.88807%201%202.75%201H1.5zM4%204.25c0-.13807.11193-.25.25-.25h1.5c.13807%200%20.25.11193.25.25v1.5c0%20.13807-.11193.25-.25.25h-1.5C4.11193%206%204%205.88807%204%205.75v-1.5zM4.25%201c-.13807%200-.25.11193-.25.25v1.5c0%20.13807.11193.25.25.25h1.5c.13807%200%20.25-.11193.25-.25v-1.5C6%201.11193%205.88807%201%205.75%201h-1.5zM7%204.25c0-.13807.11193-.25.25-.25h1.5C8.88807%204%209%204.11193%209%204.25v1.5C9%205.88807%208.88807%206%208.75%206h-1.5C7.11193%206%207%205.88807%207%205.75v-1.5zM7.25%201c-.13807%200-.25.11193-.25.25v1.5c0%20.13807.11193.25.25.25h1.5C8.88807%203%209%202.88807%209%202.75v-1.5C9%201.11193%208.88807%201%208.75%201h-1.5zM10%204.25C10%204.11193%2010.1119%204%2010.25%204h1.5C11.8881%204%2012%204.11193%2012%204.25v1.5C12%205.88807%2011.8881%206%2011.75%206h-1.5C10.1119%206%2010%205.88807%2010%205.75v-1.5zM10.25%201C10.1119%201%2010%201.11193%2010%201.25v1.5C10%202.88807%2010.1119%203%2010.25%203h1.5C11.8881%203%2012%202.88807%2012%202.75v-1.5C12%201.11193%2011.8881%201%2011.75%201h-1.5zM13%204.25C13%204.11193%2013.1119%204%2013.25%204h1.5C14.8881%204%2015%204.11193%2015%204.25V5.5C15%205.77614%2014.7761%206%2014.5%206h-1.25C13.1119%206%2013%205.88807%2013%205.75v-1.5zM13.25%201C13.1119%201%2013%201.11193%2013%201.25v1.5C13%202.88807%2013.1119%203%2013.25%203h1.5C14.8881%203%2015%202.88807%2015%202.75V1.5C15%201.22386%2014.7761%201%2014.5%201h-1.25z%22%20fill%3D%22%233C4043%22/%3E%3C/svg%3E) Map DataMap data ©2025 Google Map data ©2025 Google 10 km Click to toggle between metric and imperial units [Terms](https://www.google.com/intl/en-US_US/help/terms_maps.html) [Report a map error](https://www.google.com/maps/@-33.8648014,151.1551313,10z/data=!10m1!1e1!12b1?source=apiv3&rapsrc=apiv3 "Report errors in the road map or imagery to Google") ## © 2024 to 2025 Copyright ITKnocks. All rights reserved. ## Privacy Policy ## VisionPilot AI Tool Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-4F1B0EC224864F9A5AA3C8361A38F1F7@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/visionpilot/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## VisionPilot AI Document Text Extractor & Image Processing ## Overview ## AI Powered OCR and Image Analysis - ITKnocks’ AI-driven Document Text Extractor & Image Processing tool simplifies image analysis, making data extraction faster and more accurate. Here’s how it helps: - Text Extraction: Automatically pulls text from images, including printed and handwritten formats from PDFs, photos, and scanned documents. Easily extract details from signs, labels, invoices, and forms, eliminating manual data entry errors. - Advanced Image Analysis: Identifies objects, adds descriptive tags, recognizes faces, detects emotions, and even analyzes colors in images. The tool can also spot brand logos for business insights. - Multi-Language Support: Reads and understands text in multiple languages, including English, French, German, Chinese, Arabic, and Hindi, perfect for global businesses. - With ITKnocks' AI-powered OCR (Optical Character Recognition) and image analysis, businesses can streamline document processing, enhance accuracy, and boost productivity effortlessly. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2150613824-1.png) ## Key Benefits **ITKnocks’ Document Text Extractor & Image Processing** helps businesses automate data extraction, boost efficiency, and simplify workflows. Key benefits include: ![](https://itknocks.com/wp-content/uploads/2025/02/382646047_1729aa52-f401-4fb8-b24b-113ad329be00-Photoroom-1.png) ### Automated Data Extraction and Entry Automatically extracting text from images, PDFs, and scanned documents eliminates manual data entry errors and speeds up workflows. This automation ensures greater accuracy while saving valuable time, allowing businesses to focus on more critical tasks. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_80-358.png) ### Multilingual Support Supporting multiple languages, including printed and handwritten text, allows businesses to process documents in different languages. This capability is essential for international operations and global customer engagement. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2151654868-1.png) ### Improved Document Processing and Management Transforming physical documents into digital text makes storing, searching, and retrieving data more efficient. This streamlined document management system helps businesses organize their data better and enhances overall operational efficiency. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2150459908-2-1.png) ### Streamlined Customer Service AI-powered image analysis extracts relevant data from customer-submitted images, speeding up service requests and improving response times. This automation enhances customer satisfaction by providing faster and more accurate solutions. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2149182289-1.png) ### Enhanced Accessibility Converting images and text documents into readable or spoken formats improves accessibility for individuals with visual impairments. This feature ensures that information is available to a wider audience, promoting inclusivity. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2915-1.png) ### Real-Time Image and Document Processing Processing and analyzing images and documents in real-time improves operational efficiency. Businesses can quickly extract critical information without delays, leading to more responsive workflows. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2151654848-3.png) ### Comprehensive Image Insights Advanced image analysis enables automated tagging, object detection, facial recognition, color analysis, and brand identification. These capabilities provide businesses with deeper insights, helping them make data-driven decisions. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_4473-1.png) ### Boost in Marketing and Personalization By analyzing images for objects, colors, and brands, businesses can enhance their marketing strategies. AI-powered insights help personalize customer interactions and optimize branding efforts. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2149740190-1.png) ### Improved Search and Retrieval Making scanned documents and images fully searchable allows for faster and more accurate content discovery. This feature significantly reduces the time spent on locating specific information within large datasets. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2150459918-1-1.png) ### Time and Cost Savings Automating manual tasks like data extraction significantly reduces operational costs. Businesses save time and resources, allowing employees to focus on more strategic and high-value tasks. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_44192-1.png) ### Enhanced Compliance and Security By extracting sensitive data from documents and images, businesses can ensure compliance with data protection regulations. AI-powered security features also help detect and filter inappropriate content, maintaining data integrity. ## Use Cases The **Document Text Extractor & Image Processing** tool enhances **document management**, **customer service**, and **marketing** by automating data extraction and improving efficiency. Below are key use cases: Automated Data Extraction and Entry Businesses can quickly extract key information from documents such as invoices, forms, and contracts, improving accuracy and speeding up operations. Improved Document Processing and Management Legal firms, HR departments, and administrative offices can digitize and manage large volumes of documents efficiently, streamlining their workflows. Enhanced Accessibility Educational institutions and government agencies can convert text-heavy images into readable formats, making content more inclusive for individuals with visual impairments. Comprehensive Image Insights E-commerce platforms can use automatic tagging and object detection to describe products more accurately, improving search functionality and customer experience. Improved Search and Retrieval Media companies and e-commerce platforms can use OCR to index image libraries, enabling efficient content-based search and retrieval. Enhanced Compliance and Security Financial institutions can ensure regulatory compliance by automatically extracting and redacting sensitive customer information from documents and images. Multilingual Support Global companies can process text from documents written in different languages, facilitating smoother communication across regions. Streamlined Customer Service Insurance companies can use object detection and tagging to assess damage in user-submitted images, accelerating claims processing and customer support. Real-Time Image and Document Processing Healthcare providers can extract data from medical forms and digitize patient records in real-time, ensuring timely information capture. Boost in Marketing and Personalization Retailers can analyze user-uploaded images to understand trends and tailor marketing campaigns, accordingly, enhancing customer engagement. Time and Cost Savings Banks can process loan documents faster by extracting relevant data using OCR, leading to quicker approvals and improved customer satisfaction. ## Let's Shape the Future Together! Innovation drives success and at ITKnocks, we bring the expertise and technology to help you stay ahead. Whether you’re looking to streamline operations, enhance customer experiences, or implement cutting-edge Microsoft solutions, our team is ready to support your digital journey. Ready to take your business to the next level? Let’s connect and turn your vision into reality. [Get In Touch](https://itknocks.com/get-in-touch/) ![](https://itknocks.com/wp-content/uploads/2025/01/image-6.png) ![](https://itknocks.com/wp-content/uploads/2024/12/image-9.png) At ITKnocks, we redefine possibilities with innovative, tailored IT solutions, nurturing success across industries. 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All rights reserved. ## Privacy Policy ## ContactPilot AI Hi! I'm here to help! ![Chatbot Icon](https://itknocks.com/wp-content/uploads/2024/03/Gravatar.png) \_X[iframe](cid:frame-0E7C54865AAD2DC02123F2939A2F5185@mhtml.blink) Are you sure you want to quit the chat? YesNo [Skip to content](https://itknocks.com/contactpilot-ai/#content) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) Latest Highlights 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 🎖️ We are now Microsoft Solutions Partner - Business Applications 🏆 ITKnocks places 6th in the CRN Fast50 🏆 ITKnocks places 6th in the CRN Fast50 [![](https://itknocks.com/wp-content/uploads/2024/12/image-1.png)](https://itknocks.com/) [Enterprise AI Lab](https://itknocks.com/enterprise-ai-lab/) [Get in Touch](https://itknocks.com/contact/) ![](https://itknocks.com/wp-content/uploads/2024/12/image-5.png) ## ContactPilot AI ITKnocks AI Powered Automated Outbound Contact System ## Overview ## Outbound Call Automation with AI The **ITKnocks AI-powered outbound contact application** automates outbound calls, significantly improving **agent productivity** and delivering AI-driven features such as self-service, **real-time transcription**, and **smart response suggestions**. By automating call initiation, contact centers can efficiently manage large-scale outbound communication without requiring human intervention. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_32714-3.png) ### Repetitive Tasks Handle repetitive tasks like password resets, appointment scheduling, and service confirmations. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2151653216-2-1.png) ### Reduce Hold Time Reduce hold times by processing inquiries swiftly. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2150102424-1.png) ### 24/7 Support Provide 24/7 support for common customer needs. Beyond outbound calls, the system leverages **context-driven AI analysis** to intelligently route and handle customer interactions. The **Generative AI bot** engages in seamless, natural conversations, comprehending and responding intelligently. When integrated with other systems, it can perform various actions, including **account updates**, **payment confirmations**, answering **FAQs**, and providing **order statuses**. These features enable instant, human-like voice interactions that significantly enhance the overall **customer experience**. ## Key Benefits ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2150102424-1.png) ### 24/7 Availability AI-powered self-service ensures round-the-clock support, enabling customers to access help anytime, anywhere while significantly improving response times and overall customer satisfaction. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_80-358.png) ### Multilingual Support AI-driven language translation enables seamless communication across multiple languages, eliminating language barriers and significantly enhancing customer interactions and global support. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2151333574-1.png) ### Consistent Service Quality Deliver accurate and uniform responses across all channels, ensuring a reliable and high-quality customer experience every time. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_30355-1.png) ### Increased Sales Opportunities Outbound calls from potential customers often convert into valuable sales leads. Efficient call handling increases conversion rates, driving higher revenue and sales performance. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2150838971-1.png) ### Advanced Speech Recognition Leveraging Natural Language Processing (NLP) and Automatic Speech Recognition (ASR), AI-powered bots ensure smooth, natural interactions without rigid prompts or scripts. ![](https://itknocks.com/wp-content/uploads/2025/02/rb_2150459918-1.png) ### Cost Saving Automated cloud-based outbound telephony reduces the need for large support teams and eliminates expensive physical infrastructure, cutting operational costs while maintaining efficiency. ## Use Cases Our solution goes beyond traditional telephony, it enhances the entire **customer experience**. With **ITKnocks’ AI-driven system**, you can: Casual Recruitment Helps in hiring of casual workers for any specific need (e.g. nurses for hospitals, security guards for an event, etc.) by providing various options to choose from and make selection as required. Customer Service After an interaction with customer, AI bots can call customers to gather feedback, conduct Net Promoter Score (NPS) surveys, and gauge overall satisfaction. If customer wants to speak with an agent, call can be transferred to an agent. FinTech Alerts Customers can receive automated calls about low account balances, large transactions, or unusual activity, with options to take corrective actions. If customer wants to speak with an agent, call can be transferred to an agent. Real Estate Agents use outbound calls to schedule property viewings, meetings, or consultations with clients. If customer wants to speak with an agent, call can be transferred to an agent. ## Offerings | | | | | | | --- | --- | --- | --- | --- | | Feature | BASIC | STANDARD | ENTERPRISE | Premium | | | Automated Outbound Telephony with Static Script and recording simple and basic user response | Automated Outbound Telephony with Generative Al Copilot | Automated Outbound Telephony with Generative Al Copilot Case management Customer Service APP integrated | Automated Outbound Telephony with Generative Al Copilot with integration of Customer Service and Dynamics Contact Centre Apps | | Input: Contacts list, Messages | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Automated Outbound Telephony | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Telephony with static script | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Configure disclaimer | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Telephony with Generative Ai Copilot | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Extend Bots | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Integrate Bots with other systems (TBD) | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Configure Knowledge Base | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Enhanced speech recognition accuracy | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Silence Detection | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Background noise resilience | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Speech optimized authoring | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Barge-in | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Long running operation latency message | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Dialog Experiences | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Native DTMF authoring support | | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Integration with Dynamic 365 Customer Service Enterprise | | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | | Integration with Dynamic 365 Customer Centre Premium | | | | ![](https://itknocks.com/wp-content/uploads/2025/01/Vector-23.png) | ## How It Works ## Simple Setup, Seamless Integration [![](https://itknocks.com/wp-content/uploads/2025/02/Outbound-Telephony-1-scaled-1.png)](https://itknocks.com/wp-content/uploads/2025/02/Outbound-Telephony-1-scaled-1.png) ## Let's Shape the Future Together! 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