Start CRM development tools from command prompt with Power Platform CLI

It is important to keep your Dynamics 365 development tools up to date, in the past I did this by using a PowerShell script provided by Microsoft. 

But now the Plugin Registration Tool (prt) and Configuration Migration Tool (cmt) are part of the Power Platform CLI - see Dataverse  development tools for more info - so you can launch the Plugin Registration Tool easily from command line using "pac tool prt"

When you install the Power Platform CLI with .NET tool (which requires .NET 6.0 to be installed) you need to use the same mechanism to keep the CLI up to date.

Power Automate license enforcement - looking at it from a Dynamics 365 CE perspective

Mid May 2023, a warning popped up in Microsoft Message Center regarding "Non-Compliant Power Automate Flows" -  soon after the message however disappeared so this got probably missed by the majority of Dataverse and Dynamics 365 admins.

This however raised some concerns in the broader Microsoft community ( see Will Power Automate enforcement licensing kill your flows?  and Upcoming licensing enforcement in Power Automate explained ). 

To be honest I did not pay a lot of attention since the message apparently vanished in thin air and after consultation with Microsoft support they said that this message was sent prematurely. But then, end of October another warning popped up.

So it seems that Microsoft is finally cracking down on Power Automate flows which are not associated with a properly licensed user for premium connectors or Power Automate flows not directly linked to a Power App. When you built your own model-driven app on top of Dynamics 365 Customer Engagement (CE) which uses Power Automate flows, you will need to associate the Power Automate Flow with with your new app.

There is a PowerShell script to identify the flows which at risk to be turned off  across your tenant - see I have many environments - how can I get the flows that need my attention across tenants in the Power Automate Licensing FAQ - which uses the Get-AdminFlowAtRiskOfSuspension cmdlet

The Get-AdminFlowAtRiskOfSuspension cmdlet is part of a separate PowerShell module which you can install using Install-Module -Name Microsoft.PowerApps.Administration.PowerShell. It will run a scan of your environments and outline

Check out Associate flows with apps - Power Automate | Microsoft Learn on how you need to link up a flow with an app (see below screenshot on where to do this in the Power Automate flow detail screen). If you make this change on a flow which is a part of a solution, then the associations will be part of the solution file and can be transported cross environments.

Related articles/blog posts:

• Will Power Automate enforcement licensing kill your flows?
• Upcoming licensing enforcement in Power Automate explained
• Flows in app context - is there a clear definition of what it means?
• How do you license Power Automate flows when using them with Power Apps

The ABC of AI: Retrieval-Augmented-Generation (RAG) and grounding

This is the first in a series of blog posts about more advanced generative AI and Large Language Model (LLM) concepts which I use as notes to myself (check out Why I blog and you might want to consider it as well)

Retrieval-augmented generation (RAG) is an AI framework that enhances the quality of responses generated by large language models (LLMs). LLMs are trained on a massive amount of data and understand statistical relationships between words but lack true comprehension of their meanings. So when faced with specific questions in a dynamic context so that is where RAG comes in.

RAG integrates information retrieval into LLM answers by using these steps:

1. User inputs prompt: when you ask a question, RAG uses your input prompt
2. RAG retrieves relevant information from an external knowledge base based on the user prompt
3. RAG combines this external content with your original promt creating a richer input for the LLM

RAG and grounding are related concepts in the context of enhancing LLMs. Grounding is the process of providing LLMs with information about a specific use-case. RAG is one of the techniques which is used for grounding (another technique is dense retrieval - see Dense X Retrieval: What retrieval granularity should we use  for more details). 

Microsoft Copilot offers a good example of grounding and RAG in use. The reason why Copilot is able to give more targetted responses, is because it uses grounding to improve the specificity of the prompt. 

Copilot uses Microsoft Graph, which can retrieve information about relationships between users, activities and organizational data (like info in Power Platform/Dataverse and/or Dynamics 365, info from e-mails, chats, documents and meetings) as part of the prompt grounding process. Microsoft Copilot will use the user prompt and additional info retrieved through Microsoft and then sends it to the LLM. For more details see Microsoft Copilot for Microsoft 365 overview

The most common systems to provide external data for RAG LLMs are vector databases and feature stores.

References:

• Implement Retrieval Augmented Generation (RAG) with Azure OpenAI Service (Microsoft Learn)
• RAGAs- How to evaluate RAG pipelines chatbot
• Intro to Retrieval-Augmented Generation (RAG) with Generative AI and OpenAI on Azure
• Azure Cosmos DB - Vector Database
• How vector search and semantic ranking improve your  GPT prompts (Microsoft Mechanics)
• The 5 types of LLM apps (YouTube)
• RAG application with Azure open AI & Azure Cognitive Search (French legal use case - Python notebook)
• Microsoft Copilot for Microsoft 365 overview
• Grounding language model with chunking-free in-context retrieval
• Grounding LLMs
• Langchain - use cases - Q&A with RAG
• Retrieval Augmented Generation (RAGs) for LLMs

Dynamics 365 and Power Platform monthly reading list April 2024

Copilots, AI and machine learning

• Artificial Intelligence 2023 Playlist by Stanford Online (YouTube) and Stanford CS229: Machine Learning | Spring 2022 Stanford Online (YouTube)
• Use Semantic Kernel with Lakehouse in Microsoft Fabric
• Fabric end-to-end use case: Analytics engineering part 1 - dbt with the Lakehouse by @s_debruyn
• From Microsoft to global brands, Dynamics 365 Copilot is helping transform customer experiences across service, sales and marketing
• Accelerate support ramp-ups, handoffs and wrap-ups with Copilot summarization in Dynamics 365 Customer Service
• Introducing new Copilot experiences to boost productivity and elevate customer experiences across the organization
• Transform your business with Microsoft AI (Microsoft Learning Path)
• Accelerating revenue with AI Powered Solutions: a CRO Guide (e-book)
• Microsoft Azure AI Fundamentals: Generative AI (Learning path)
• 10 AI terms everyone should know
• Revolutionizing marketing workflows with Copilot in Dynamics 365 Customer Insights
• Creating Custom Copilots: Azure AI Studio and Copilot Studio. When to use what?
• Build your Copilot testing strategy in Dynamics 365 Customer Service
• Learn Live: Microsoft Learn AI Skills Challenge
• The Art and Science of working with AI
• Microsoft Copilot in Azure extends capabilities to Azure SQL Database (Private preview)
• How to connect Copilot Studio to Dynamics 365 Customer Service (YouTube)
• Introducing Copilot pane in Power BI Desktop (preview)
• Enable Copilot case and conversation summaries 
• Trust Micrsoft Copilot with your Power Platform and Dynamics 365 data - Power CAT live (YouTube)
• Building Modern Enterprise Solutions: Microsoft Dataverse and Microsoft Copilot
• Microsoft Copilot scenario library - real use cases for HR,Finance, IT, Marketing and Sales
• Microsoft Copilot for Sales FAQ
• Day 19: Microsoft Copilot vs Microsoft Copilot for Microsoft 365 vs Copilot aka PVA
• Announcing Microsoft Copilot for Service
• Enable Copilot in Customer Service and custom apps (Dynamics 365)
• Microsoft Copilot for Service: Introducing new Copilot experiences to boost productivity and elevate customer experiences across the organization  and Copilot in Microsoft Dynamics 365 (YouTube)
• Generative AI for beginners (Microsoft)
• Large language models, explained with a minimum of math and jargon
• Using copilot with SharePoint knowledge to serve your customers
• Dynamics 365 Customer Insights - Deliver higher-impact experiences with better data quality and configuration with Copilot
• Information Assistant Industry accelerator on GitHub
• Announcing Microsoft Copilot for Service and Microsoft Copilot for Service product page
• Build your own copilots with Azure AI Studio (Microsoft Mechanics recording)
• Build GPT-automated customer support with Azure Communication Services

 

Technical topics (Configuration, customization and extensibility)

• Lakehouse vs Warehouse vs Datamart - the difference between the three Fabric objects
• Power Platform Well-Architected framework
• Creating service principals really easily using PAC CLI by @carldesouza
• The power of Prefer Headers in the  Dynamics CRM web API
• Analyze Dataverse tables from Microsoft Fabric
• Enterprise security with Power Platform (Microsoft white paper)
• Microsoft Fabric, explained for existing Synapse users
• Announcing new cloud governance guidance in the Microsoft Cloud Adoption Framework (CAF) for Azure
• PCF Learning Roadmap
• Mask sensitive data and prevent unauthorized access and Dataverse: about masking rules 
• Protect enterprise solutions with new Microsoft Power Platform security features
• Power Platform Wave 1 2024: Top 10 features you need to know! (YouTube)
• Add intelligence into your apps with Dataverse AI functions (YouTube)
• Leverage the Power Platform API to create a capacity report
• Associate activities with multiple related records (2023 Wave 2 Public preview)
• Power Platform tenant settings  (YouTube)
• Working with solution dependencies for objects made easier
• Improve solution import time
• https://aka.ms/azai - develop apps that use Azure AI services
• How to create a new Dynamics 365 SCM trial environment from the Power Platform Admin Center (PPAC) preview
• What's new in Playwright 1.32 (YouTube)
• Using Application Insights for Dataverse monitoring
• Modernize customer support with Copilot in Dynamics 365 Customer Service
• Announcing the Power Platform solutions with AI and Copilot learning path
• Sample library for Digital Contact Center Platform

Topics for Dynamics 365 Business Applications Platform consultants, project managers and power users

• Modernize Service Guided Tour
• Forrester TEI study shows 315% ROI when modernizing customer service with Microsoft Dynamics 365 Customer Service
• End of support for Project Service Automation (PSA 3.x)
• Model driven Apps (Power Platform)  visual glossary
• My annual letter: leading in a new era - annual letter from Satya Nadella, CEO at Microsoft
• Finding adequate metrics for  outer,inner and process quality in software development
• Customer story: Avanade puts people first, accelerates sales productivity with Microsoft Copilot for Sales
• Keeping up to date with changes to the Release Wave Plans
• A consultant's guide: overcoming the challenges of joining a Microsoft Dynamics 365 project mid-way through
• Accelerate Copilot extensibility and Power Apps creation with Microsoft Dataverse
• How Microsoft and generative AI are transforming financial services contact centers