Vidit Gholam
Sr. Consultant, CloudFronts Technologies
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I’m a software developer working with CloudFronts Technologies Pvt. Ltd. Mumbai India as an Senior Consultant Dynamics 365 CRM / Power Platform. I enjoy solving complex business challenges though Microsoft Dynamics 365 CRM & Power Platform. I am also keen on learning and exploring more in the world of Dynamics 365 & Power Platform.
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Get Started with D365 Sales & Project Operations Copilots
Exploring Copilots in D365 Sales & Project Operations: Looking into configuration steps, explore features, and functionalities, and witness a Sales to Project to Billing use case using Copilot features.
Simplify Document Creation: One-Click Quotes in Dynamics 365 Sales/Project Operations
This session covers document generation using Power Automate Flows. Creating SharePoint Document locations for D365 Entities using Power Automate and a lot of power platform tips and ticks.
Interactive Outlook Emails With Adaptive Card’s and Input Text Boxes in Outlook.
This session highlights the use of Adaptive Card's to make Outlook Emails more interactive. In this session I will also demonstrate how to create and use Outlook's Actionable Messages with Adaptive Cards, that allows users to take action, complete tasks, enter meeting notes directly from the outlook's email message without leaving their inbox.
Customer Service Optimization you need for your business! Managing cases made easy.
Often times, we see that effective services offered by organizations play a vital role in establishing a good perception of a business. In this session, I'll walk you through how you can automate case management activities that are effective and helpful for your customizations and your team. We'll see how we can be creative in Dynamics 365 to utilize it's potential to work for our team make the most of the platform.
Build One-Click Document Automation solutions to streamline productivity
Sales and Accounts team spend a lot of time preparing reports which are redundant causing human errors and losing on productive time which could be spent elsewhere. Harness the power of Dataverse, Power Automate and even C# Plugins to generate all sorts of reports for Dynamics 365 which can be generated and sent out with a click of button.
A Low Code Power Page Customer Self-Service Portal
Consolidate all customer-facing relevant data to your Customer Self-Service Portals in a low-code approach. Let customers enjoy seeing all the information they keep asking for - as a result, you see a lot of less request for manual data from customers. As you scale, you realize Power Pages becomes a primary window for your customers to ask you information that they need to see.
Generate Quote Documents in Project Operations at the Click of a Button
Project Operations (CRM):
1. Functional understanding of Quotes in Project Operations.
2. Fixed Price & Time & Material Type of Quote Lines.
Power Automate Flow:
1. Calling a power Automate Flow on click of a button.
2. Processing word templates in power automate.
a. Creating dynamic tables in word template.
3. Creating different separate documents for Fixed Price, Time and Material and both type of Quote lines with single flow.
4. Error Handling in Power Automate Flow.
SharePoint:
1. Creating SharePoint document location related to an entity using Power Automate Flow.
2. Storing word documents in these SharePoint document locations using Power Automate Flow.
Automated Invoice reports documents on click of a button in Dynamics 365 Project Operations.
The session will include the below subtopics
1. Create a word document using power automate.
2. Populating tables in a word document using power automate.
3. Resource wise combining Labour, Expense costs expenses in
the word document using a bound action.
4. Using bound actions in power automate.
5. Error handling in power automate.
Power Apps Portal Local Login Access Automation
Automating Power Apps Portals Local Login Access using Power Automate Flows, Workflows & Notification emails to Portal Contacts.
Power Platform Developer Bootcamp 2023 - India Sessionize Event
Vidit Gholam
Sr. Consultant, CloudFronts Technologies
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