New AI Updates Enhance Microsoft Dynamics 365

At Microsoft’s 2023 Build Conference, it was announced that Dataverse (Microsoft’s smart, secure, low-code data platform) will receive a range of enhancements. These updates will transform the way we work, empowering Dynamics 365 users to complete time-consuming tasks, quicker, while gaining deeper insights into their business.  

Using Microsoft Copilot, data stored in Dataverse can now be viewed and used in a unified experience on Dynamics 365 and Power Platform. Say goodbye to dozens of steps that span across multiple apps, as users can now prompt AI to easily find data and pull reports together in minutes, not hours. For example: 

  • A sales professional can quickly generate a status update for the top 25 leads based on engagement activity over a specified time period. 
  • A marketer can summarise topics and needs from customer responses and update an email campaign in real-time. 
  • A customer service manager can summarise the top trending customer issues from the last week and send this as an email to senior leadership.  

Dataverse also integrates all business app data with Microsoft reporting and insight tools, such as the Dataverse Power Query connector and Power BI Dataverse integrations, along with the new Microsoft Fabric.  

What is Microsoft Fabric? 

Microsoft Fabric is an end-to-end analytics platform that makes data easily accessible, so businesses can make better informed decisions.  

Now using, “View in Microsoft Fabric” for Dataverse, business data in Dynamics 365 can be analysed in one place, without a user having to find and copy over data from different tools. Instead, businesses can get deep insights in just one click.  

Microsoft Fabric has a lake-centric approach which helps to eliminate data silos. This means businesses can combine data from their apps with data from across their business processes, so they can predict potential delays or shortages affecting their customers.  

The integration between Dataverse and Microsoft Fabric saves employees significant time and effort. By building low-code apps and automation, they can demonstrate business processes and react to insights the tool uncovers. This can then be added back to Dataverse, where the tool will continue to build more low-code apps, improving business efficiency and productivity. 

Transforming data storage  

The longer an application runs, the more historical data is accumulated. Previously, this data would have to be kept due to compliance and regulatory requirements, but storage costs add up. With Dataverse, companies can save money by using its long-term data retention to store inactive data, without investing in data archive solutions. 

Using Power Apps, users can set retention policies depending on their compliance requirements, which can then be accessed whenever they need.  

An increase in security measures  

Data security is becoming increasingly important, and Microsoft is not holding back on its measures. As the number of solutions built in Dataverse increases, so does the need for access restrictions.  

New IP enforcement and encryption keys have been introduced in Dynamics 365 and Power Platform. Plus, with IP restrictions and an IP firewall, businesses can govern user access in real-time. This includes:  

  • Restricting unauthorised access based on IP addresses 
  • Putting all data behind an IP firewall
Through Power Platform enterprise policy, teams can also create encryption keys which can be applied to certain individuals or groups, so analytics dashboards and logs are more secure than ever.  

If you want to see how Dataverse can help you transform your business, then get in touch with our team today for a free demo. 


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