From the Microsoft Power Platform Blogs: Connect to Copilot Studio Agent; Dataverse Skills; Power Automate's Future; Copilot Studio Custom Graders
Microsoft’s Power Platform blog roundup highlights four key advances: a proof‑of‑concept that lets Power Apps code apps converse with Copilot Studio agents through a custom React UI; the introduction of Dataverse Skills, enabling agents to read and write Dataverse data; a strategic look at Power Automate’s AI‑driven roadmap; and the release of custom graders for consistent agent evaluation. Together, these updates illustrate Microsoft’s push to embed generative AI across low‑code and automation tools, streamlining enterprise app development and workflow creation.
From the Microsoft Dynamics 365 Business Central Blogs: Untangling Your Books; New Strict URL Validation; Payment Processing; Improve Inventory Accuracy
Microsoft Dynamics 365 Business Central’s latest Wave 1 (version 28) release bundles several practical upgrades. It clarifies the “application of entries” process, helping finance teams match invoices, payments and shipments more reliably. Developers gain a stricter URL validation rule for the AL Http...
Stop Building Salesforce Integrations From Scratch
Engineers often build custom Salesforce‑to‑warehouse pipelines, but frequent schema changes, API limits, and hidden failures turn maintenance into a monthly time sink. Snowflake’s OpenFlow connector automates schema detection and runs as a native, managed service within Snowflake, eliminating the need...
Rubrik Rolls Out Industry’s First Semantic AI Governance Engine
Rubrik unveiled its Semantic AI Governance Engine (SAGE), the first industry‑wide solution that uses a custom small language model to interpret natural‑language policies and control autonomous agents in real time. The engine replaces static rule‑sets with intent‑driven governance, enabling the...
SAP Archiving Software Update: Future-Proof Your SAP Landscape with biz²ArchiveServer 4.2
inPuncto released biz²ArchiveServer 4.2, an SAP‑certified archiving platform built on .NET LTS that runs on‑premise or in the cloud. The update raises the free MS SQL Express limit to 50 GB—about 40 million documents—and adds PostgreSQL 18 support for unlimited capacity. Integrated adapters now connect...
DynamicsMinds 2026: Automation with Copilot Studio and Computer-Using Agents
At DynamicsMinds 2026 in Portoroz, Slovenia (May 25‑27), Capgemini Cloud Solution Architect Michal Ziemba will demo how Copilot Studio, computer‑use agents and AI‑driven computer vision are reshaping Microsoft 365 automation. He will show how the new AI layer lets Power Automate continue...
Alloy President Laura Spiekerman on Agentic AI and Identity Risk
Alloy, a leading identity and fraud prevention platform, now serves over 800 banks, credit unions, and fintechs worldwide, leveraging agentic AI to automate risk decisions across the entire customer lifecycle. By orchestrating data from more than 200 sources through a...
Implementing Salesforce in Your Company: CRM System and Cloud
Implementing Salesforce transforms a company by consolidating sales, marketing, and service data into a single cloud‑based CRM, enabling faster decision‑making and scalable automation. The rollout follows defined stages—analysis, design, configuration, testing, and adoption—each aimed at minimizing risk and controlling costs....
How One Wealth Firm Cut Document Processing Time by 80 Percent
Shade Tree Advisors, a $794 million multi‑family office in New York, implemented EtonAI across three back‑office document workflows. The AI reduced custodian statement processing time by roughly 80%, dropping from over eight minutes per document to about two minutes, while maintaining...
How Banks Are Modernising Legacy Systems
Banks are confronting decades‑old core systems that limit speed, integration and security. To stay competitive, they are adopting modular architectures that let them upgrade components piece‑by‑piece rather than a full replacement. Cloud‑based core banking, open‑banking APIs and AI‑driven automation are...
The Unstructured Data Revolution in CRM – Interview with David Roberts of SugarCRM
SugarCRM CEO David Roberts argues that today’s CRM platforms function more as management dashboards than as tools for sellers, creating friction for sales teams. He predicts AI will overhaul CRM by ingesting unstructured data—emails, calls, texts—and turning it into actionable...
Salesforce & Shopify Inventory: One System of Truth for Orders, Stock & Fulfillment
Shopify merchants often face inventory mismatches that cause overselling and delayed fulfillment. Axolt replaces fragmented integrations with a native Salesforce ERP that synchronizes orders, stock, and finance in real time. The solution provides instant inventory updates across multiple warehouses, built‑in...
PROPTECH-X : Genetec Highlights Why Governance Defines Secure Cloud Adoption in Physical Security
Genetec warns that enterprise physical‑security cloud projects must be governed, not treated as a simple migration. A new 2026 State of Physical Security Survey of 7,300 respondents shows 39% of large organizations adopt hybrid‑cloud for scalability and 38% for redundancy,...
Record Pages to Page Layouts
Nonprofit organizations often create multiple opportunity record types—Donation, Grant, In‑Kind Gift, Matching Gift, Major Gift, Membership—and map each to a distinct Lightning page layout. However, In‑Kind Gift, Matching Gift and Major Gift are essentially sub‑categories of donations, allowing them to...
Orphaned Page Layouts
A client’s Salesforce org contained five Contact page layouts, including a Lightning layout that was actually a classic layout. An admin discovered the redundancy by reviewing the Page Layout Assignment, revealing that all profiles shared the same layout. After confirming...
Event Preview: 12 Takeaways to Expect From the April 2026 Microsoft Dynamics 365 Finance AP Automation Comparison Showcase
Microsoft and partners are hosting an AP Automation Tools Comparison Showcase on April 22, 2026 to help Dynamics 365 Finance users evaluate four leading solutions. The event features Dooap, Rillion, Truvio, and Western Computer, each demonstrating AI‑driven, real‑time, or native capabilities for...
Daylit Pushes Accounts Receivable Into Autopilot
Daylit unveiled AI‑driven agents that automate the accounts‑receivable workflow, linking ERP, CRM, email, phone, text and banking systems to flag delinquency risk, launch outreach and refresh cash forecasts instantly. Early adopters report collections on high‑risk accounts rising nearly threefold, manual...
Teaching Case: How to Grow the Salesforce Platform Business?
In 2025 Salesforce retained the largest global CRM market share while its Salesforce Platform, launched in 2008, evolved into a major revenue engine. The platform lets customers tailor CRM workflows and enables third‑party developers to sell cloud apps through the...
Rebuilding Revenue at the Source: Why CPQ and Revenue Lifecycle Transformation Should Be on Every CIO’s Agenda
CIOs are being urged to elevate configuration, pricing and quoting (CPQ) from a back‑office function to a strategic revenue engine. Companies face bloated product catalogs, subscription‑based pricing and fragmented data that create manual handoffs, revenue leakage, and slower sales...
ISA Seeks Help on Distributed Workflows
The International Society of Automation (ISA) has opened a 30‑day call for experts to join the newly formed ISA113 committee, which will develop a vendor‑neutral standard for distributed workflow interoperability. The standard will decouple workflow logic from execution locations, enabling...
Master-Detail vs Lookup Relationships in Salesforce (Complete Guide with Examples)
The guide breaks down Salesforce’s two core relationship types—lookup and master‑detail—explaining how each links objects such as Accounts, Contacts, Orders, and custom records. It outlines key features like parent‑mandatory status, cascade delete, roll‑up summaries, and security inheritance, and provides real‑world...
R&J Trucking Migrates From Legacy System to Cloud-Based TMS
R&J Trucking, a bulk carrier with over 600 trucks and 1,000 trailers, retired its IBM AS/400‑based system in favor of a custom cloud transportation management system called BulkOffice. The new TMS was built on the Microsoft Power Platform by TwoSommers,...
Visa and Ramp Expand Partnership to Launch AI Agents that Automate Corporate Bill Pay and Expense Controls
Visa and Ramp have deepened their multi‑year issuing partnership by introducing AI agents that automate corporate bill payment, enforce spend controls, and surface cost‑saving opportunities. The new agents sit on Visa’s global payments network and Ramp’s finance platform, extending the...
Microsoft Details Service Agent Capabilities in Microsoft 365 Copilot
Microsoft announced the public preview of Service Agent for Microsoft 365 Copilot, extending conversational AI to Dynamics 365 Customer Service workers. The preview adds case understanding, summarization, prioritization, knowledge retrieval, data updates, workflow initiation, and cross‑app continuity. Service Agent builds on earlier Copilot for...
RSAC 2026: Cohesity Enhances Cyber Resilience with Next-Generation Malware Scanning Powered by Sophos
Cohesity announced native integration of Sophos next‑generation malware scanning into its Data Cloud platform. The feature, included with the Enterprise Edition, detects zero‑day, polymorphic and fileless threats hidden in backup data without requiring a separate Sophos license. Scans run incrementally...
RSAC 2026: Commvault Extends Enterprise Resilience to Structured and AI Data with Real-Time Governance Controls
Commvault announced an expansion of its data security posture management (DSPM) to include structured data and AI‑driven vector databases, leveraging its recent acquisition of Satori. The new real‑time data access governance lets security teams monitor and control structured data usage,...
RSAC 2026: Druva Pioneers Identity-Aware Resilience for Okta, Active Directory, and Entra ID
Druva unveiled Identity Resilience, extending its SaaS platform to protect identities across Okta, Microsoft Active Directory and Entra ID. The solution continuously models identity state, correlates privileges, activity and data, and stores this intelligence in the MetaGraph engine. By unifying hybrid...
Bureau Veritas and Trade Technologies Link Compliance and Finance Workflows
Bureau Veritas and Trade Technologies have formed a partnership to embed inspection and conformity documents directly into trade‑finance workflows. The integration targets document‑heavy markets in the Middle East and Africa, aiming to speed up letter‑of‑credit (LC) processing and reduce compliance...
Salesforce Data Cleansing Best Practices: Beyond Dedupe to Lasting Clean Data
Modern enterprises rely on Salesforce as the core of their revenue engine, but rapid scaling introduces fragmented, outdated, and duplicate records that erode efficiency. The article highlights that 28% of business email addresses expire within a year and sales teams...
MSDW Podcast: What Equipment Rental Companies Really Need From ERP - Why Industry Depth Matters
The MSDW podcast highlighted the unique ERP demands of equipment‑rental firms, emphasizing the need for solutions that manage heavy‑use assets, frequent hand‑offs, and evolving customer expectations. Guests from STAEDEAN explained how industry‑specific functionality—covering accounting, service tracking, dispatch, and inventory—addresses these...
DynamicsMinds 2026 Preview: Governing Dynamics 365 CE with Managed Environments
DynamicsMinds 2026, taking place in Portoroz, Slovenia, will feature Microsoft MVP Cole Haddock presenting three sessions on governing Dynamics 365 Customer Engagement with managed environments. Haddock explains how environment groups and action‑level connector policies give enterprises tighter control over development,...
From the Microsoft Dynamics 365 Finance and Supply Chain Management: VAT Matrix; Demand Planning; Accounts Payable; Exporting Large Datasets
Microsoft Dynamics 365 Finance and Supply Chain Management continues to attract attention through a series of recent blog posts covering tax configuration, demand planning, accounts payable automation, and high‑volume data export. Paolo Cecchelli stresses early design of a VAT matrix...
From the Microsoft Dynamics 365 CE/CRM Blogs: Improve D365 CRM Performance; EWS Block; Smarter Customer Service; Strong Data Foundation
Microsoft Dynamics 365 CE users face a performance bottleneck when Power Apps Component Framework (PCF) controls invoke `dataset.refresh()`. The call forces every PCF control on the form to execute `updateView()`, leading to unnecessary re‑rendering, screen flicker, and higher CPU usage. Sam Kumar’s Inogic blog demonstrates the...
Salesforce’s New Email Domain Verification Explained
Salesforce is mandating verification of any custom email domain used to send messages from its platform, effective with the Spring ’26 release. Administrators must configure either a DKIM key or an Authorized Email Domain record to prove ownership, or outbound...
From the Microsoft Dynamics GP Blogs: Adding Major Modules; BOMs; Financial Reporting: GP vs BC; Prepping for GP End of...
Microsoft Dynamics GP’s support window closes in September 2029, urging businesses to plan migrations to Business Central. Recent blog posts advise adding major GP modules now to simplify a future ERP switch. They also compare GP and Business Central’s bill‑of‑materials structures,...
Zapier Stopped Work for a Week and Hit 97% AI Adoption
Zapier’s AI adoption surged from 10% in early 2023 to 97% by early 2026, embedding AI agents into daily workflows for its 800‑person global workforce. The transformation resulted from a four‑step structural intervention rather than traditional training or licensing. This...
Donna Expands to SAP Sales and Service Cloud
Donna has launched an AI‑driven assistant for SAP Sales and Service Cloud, extending its capabilities to field sales and service teams. The assistant offers proactive coaching before meetings and automates post‑meeting data entry, eliminating the need for manual updates. Its...
6 Ways to Extract Data From Salesforce Data Cloud (Updated 2026)
Salesforce Data 360, the fastest‑growing component of the Salesforce ecosystem, now supports over 300 native connectors for ingesting any data type. The platform offers six distinct ways to export that unified data: Data Activations, Data Actions, Flow‑triggered HTTP callouts, zero‑copy...
RSAC 2026: Commvault Connects AI Threat Detection, Investigation, and Trusted Recovery with Microsoft Security
Commvault Systems has deepened its partnership with Microsoft Security, linking its Cloud backup telemetry to Microsoft Sentinel and Security Copilot. The integration streams real‑time threat‑scan alerts into Sentinel and adds an Investigation Agent in Copilot that autonomously assesses breach scope...
Dentons Deploys Lexis Everyfile Within Its UK Legal Delivery Centre
Global law firm Dentons has completed a phased rollout of LexisNexis’s web‑based matter management solution, Lexis Everyfile, across its UK Legal Delivery Centre. The platform centralises case files, documents, and workflow steps, giving teams greater visibility and reducing operational friction....
Grameenphone Taps Mobileum to Address Rising 5G Security Threats
Mobileum has launched its AI‑driven risk management platform at Grameenphone, one of Bangladesh’s largest telecom operators. The solution is already cutting fraud exposure and improving customer experience on the carrier’s 5G network. Mobileum’s integrated suite combines roaming, security, testing, and...
The Architect’s Guide to Mobile Data Collection: Salesforce Data Capture Vs. SharinPix Form
The guide compares Salesforce’s native Data Capture (built on Flow) with SharinPix’s offline mobile forms for field data collection. Data Capture works well for simple, checklist‑style entries within the Field Service mobile app but struggles with high‑volume media, cross‑app usage,...
Eudia Launches Expert Digital Twins, Partners With ServiceNow
Eudia announced the launch of Expert Digital Twins, AI‑driven replicas of an organization’s top subject‑matter experts that codify decision logic for legal, risk, and compliance functions. The twins are built with proprietary MIND decision engines and promise expert‑grade accuracy, consistency,...
Huntress Brings ITDR to Google Workspace as Identity Attacks Surge
Huntress announced the extension of its Managed Identity Threat Detection and Response (ITDR) solution to Google Workspace at RSA Conference, joining its existing coverage of Microsoft 365. The company now protects more than 10 million Microsoft 365 identities across 93,000 organizations,...
Target Architecture Planning 1: Transformation Is Hard
LeanIX announced a new Target Architecture Planning feature that will let SAP‑focused customers map both their existing and future IT landscapes. The tool is designed to simplify the complex process of enterprise transformation by providing visual roadmaps and scenario analysis....
Beyond the Digital Workplace Summit: Architecting the Enterprise as a System of Systems
The Gartner Digital Workplace Summit 2026 highlighted AI’s deepening role in daily workflows and the need to view the digital workplace as more than a toolset. The event underscored that data, product, and workplace initiatives remain fragmented, preventing insight from...
Structuring Microsoft Dynamics 365 Business Central Permissions Using What You Already Have
Microsoft Dynamics 365 Business Central often suffers from permission misconfigurations that lead to over‑access or blocked tasks, undermining security and operational efficiency. The article argues that treating permissions as a one‑time setup is flawed; instead, organizations should adopt a modular approach...
Open CTI End of Life: Planning Your Migration to Service Cloud Voice
Salesforce announced that Open CTI will be retired on February 28, 2028, prompting organizations to shift their telephony integration to Service Cloud Voice, now branded as Salesforce Voice. The transition involves moving from a browser‑based CTI panel to a native...
Uh-Oh, You Built a Compliance Automation Tool & Everybody Hates It
The article highlights a trust gap in compliance automation where control owners and auditors distrust system‑generated evidence, leading to parallel manual processes. Even though technology works, resistance stems from loss of professional identity and lack of auditor‑friendly documentation. Successful programs...
From the Microsoft Dynamics 365 CE/CRM Blogs: What’s New in Customer Service; Managing Release Waves; Configuring AI Models; Sales Prediction
Microsoft Dynamics 365 released its 2026 Release Wave 1, shifting Customer Service feature delivery from an opt‑in early‑access model to a monthly release channel. New capabilities are disabled by default, allowing administrators to enable them selectively via security roles. A Synoptek guide...