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Automated Purchase Order Processing with Microsoft Power Automate and AI Builder

Automated Purchase Order Processing with Microsoft Power Automate and AI Builder

by Alex Curtin | Dec 9, 2025 | Blog, Data Science & AI, Microsoft

SUMMARY: Organizations can eliminate manual data entry bottlenecks by leveraging the Microsoft Document Automation Toolkit—specifically Power Automate and AI Builder—to intelligently extract data from purchase order PDFs and automatically populate Dataverse tables....
Three Quick Tips to Make Your Canvas App Work For Your Experience

Three Quick Tips to Make Your Canvas App Work For Your Experience

by XTIVIA | Sep 18, 2025 | Blog, Microsoft

SUMMARY: To maximize value, businesses should enhance their Microsoft Power Apps Canvas Apps with smarter lead capture forms, intelligent contact management, and integrated maps for location intelligence, which together improve data quality and operational efficiency....
Embed Drag and Drop Functionality in SharePoint Directly into Dynamics 365

Embed Drag and Drop Functionality in SharePoint Directly into Dynamics 365

by Rocky Magana | Sep 9, 2025 | Blog, Dynamics 365, Microsoft

SUMMARY: This guide provides developers with a step-by-step process to embed a SharePoint document library, complete with drag-and-drop functionality, directly into a Microsoft Dynamics 365 model-driven app using the IFrameVirtualPCF component. First, prepare your...
Microsoft Power Pages: When to Choose and When Not To

Microsoft Power Pages: When to Choose and When Not To

by Kaushik Mukherjee | Mar 6, 2025 | Blog, Microsoft

Today, businesses need fast and easy ways to build websites for customers, partners, and suppliers—all with a lower TCO. Microsoft Power Pages is a tool that helps users create secure data-driven websites with little coding and is a great fit for many use cases....
Microsoft Copilot Overview: The Ultimate Guide to AI-Powered Productivity

Microsoft Copilot Overview: The Ultimate Guide to AI-Powered Productivity

by Derek Nerenberg | Mar 4, 2025 | Blog, Microsoft

SUMMARY: XTIVIA’s comprehensive guide details how organizations can leverage the Microsoft Copilot ecosystem—spanning Microsoft 365, GitHub, and Security—to integrate artificial intelligence directly into daily operations, enhancing automation and decision-making. The...
A Comprehensive Look at Microsoft Dynamics 365

A Comprehensive Look at Microsoft Dynamics 365

by Marilyn Prevatte | Feb 18, 2025 | Blog, Dynamics 365, Microsoft

SUMMARY: Microsoft Dynamics 365 is a comprehensive Customer Relationship Management (CRM) solution that empowers organizations to streamline sales, marketing, and service operations through intelligent automation and seamless integration with the Microsoft ecosystem....
Why Businesses Choose XTIVIA and Microsoft Dynamics CRM

Why Businesses Choose XTIVIA and Microsoft Dynamics CRM

by Marilyn Prevatte | Jan 21, 2025 | Blog, Customer Relationship Management, Dynamics 365, Microsoft

Table of contentsSeamless Integration with Microsoft ProductsExpertise and ExperienceCentralized Customer DataAdvanced Sales AutomationMicrosoft DataverseMicrosoft PowerPlatformPower AutomateSharepoint IntegrationPowerful Marketing CapabilitiesEnhanced Customer...
Comparing Microsoft Dynamics CRM to Other Popular CRMs

Comparing Microsoft Dynamics CRM to Other Popular CRMs

by Marilyn Prevatte | Jan 14, 2025 | Blog, Customer Relationship Management, Dynamics 365, Microsoft

Table of contentsMicrosoft Dynamics CRMSalesforceComparison with Dynamics CRMHubSpot CRMComparison with Dynamics CRMZoho CRMComparison with Dynamics CRM XTIVIA has been a customer relationship management (CRM) leader since 1992. We know CRM and can give your sales...
Microsoft Fabric Project Planning Tips & Checklist

Microsoft Fabric Project Planning Tips & Checklist

by Vivek Agarwal | Jan 3, 2025 | Blog, Microsoft

This article shares Microsoft Fabric project planning tips and a checklist/questionnaire from our real-world Fabric implementation experience.

The Power of Microsoft Dynamics CRM: A Beginner’s Guide

The Power of Microsoft Dynamics CRM: A Beginner’s Guide

by Marilyn Prevatte | Dec 5, 2024 | Blog, Customer Relationship Management, Microsoft

In the dynamic landscape of modern business, nurturing customer relationships has never been more essential, and XTIVIA is here to help. Enter Microsoft Dynamics CRM, a robust Customer Relationship Management (CRM) solution designed to help businesses streamline...
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