Manonmani V S
Dynamics 365 Customer Insights Technical Deep Dive Part 3 – Segments and ‘Segment’ Insights
Category: AI,Azure,customer insights,Customer Segments,Dynamics 365,Dynamics 365 Customer Insights,Dynamics Marketing,Marketing Segments,Power Paltform,segment insights,Uncategorized Author: Manonmani V S Date: 3 months ago Comments: 0

You have your customer data and I am gonna show you how to create rich Customer Segments and get an AI-driven Insight on your Segments. By segmenting your huge customer data, you can now take targeted action on your customers. Take right Action on right Customer at right Time By Microsoft Segments enable you to […]
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Power Virtual Agent | Configure Fallback
Category: AI,Chat Bot,Power Automate,Power Platform,Power virtual Agent,Uncategorized Author: Manonmani V S Date: 3 months ago Comments: 0

Yay! With “Fallback” option now, your Bot can give up if it doesn’t undestand the user utterance. Take a look at the screenshot below: (Without Fallback option) The Bot doesn’t understand the user utterance “Shibasakura”, and it asks the same question twice to the customer before escalating it. While it’s fine for the bot to […]
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Dynamics 365 Customer Insights Technical Deep Dive Part 2 – Configure Custom AI Models to add Intelligence
Category: AI,Artificial Intelligence,Custom AI Model,customer 360,Customer Data Platform,Customer Segments,Customer Service,Dynamics 365,Dynamics 365 CE,Dynamics 365 CI,Dynamics 365 Customer Insights,Uncategorized,unified customer profile Author: Manonmani V S Date: 4 months ago Comments: 0

How I wish we have prediction models in Dinosaur era – would have saved the species! Yes, our customers might be churning out. There might be various factors contributing the to churn risk of our customer. How do we predict churn and retain our customers? AI is a game changer With Microsoft Dynamics 365 Customer […]
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Dynamics 365 Customer Insights Technical Deep Dive Part 1 – Data Ingestion and Unification
Category: AI,ci,customer 360,customer insights,data ingestion,data unification,Dynamics 365,Dynamics 365 Customer Insights,Know your customer,unified customer profile Author: Manonmani V S Date: 7 months ago Comments: 0

How well do you know your customer? Understanding your customer is crucial for a successful customer journey. Dynamics 365 Customer Insights comes with AI capabilities to better understand your customer by unifying the historic customer data – and its absolutely a no-code/low-code platform. If you haven’t had a chance to have a 360 degree view […]
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XRMToolBox – Bulk Security Patcher to assign users to Teams or Business Units in bulk
Category: #D365,Bulk Security Patcher,Dynamic Mano,Dynamics 365,XrmToolBox Author: Manonmani V S Date: 1 year ago Comments: 0

XRMToolBox plugins are a great way to make your admin work easier and it saves a lot of time and effort – Thanks to our MVP Tanguy Touzard for XRMToolBox framework( Bulk Security Patcher is an XRMToolBox Plugin – a tool developed by the Dynamisity team( to bulk assign D365 Users to a Team or […]
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AI Builder – Form Processing
Category: AI Builder,Power Platform Author: Manonmani V S Date: 1 year ago Comments: 0


AI Builder brings in the below capabilities which would have taken more time and effort without the good news that the AI Modeling is now available in a no-code/low-code PowerPlatform that is gaining more traction:

  1. Binary Classification
  2. Form Processing
  3. Object Detection
  4. Text Classification

Want to know more about AI Builder? You may read here…

In this blog, I will show you the Form Processing feature. Let me explain quickly on how to read invoice data on a Canvas App using trained models in AI Builder.

First, let us create a model using AI builder and train it with sample invoices. Next, we will be using this model in a Canvas App to process the images.

Create a Model in AI Builder

  1. Select Form Processing – Log-in at and navigate to AI Builder > Build and select “Form Processing”. In the next screen, name your model and click “Create”.

2. Add documents – you will be given an option to upload documents. Select min 5 invoice images to train the model. The more images the better the results.

3. Analyse documents – Below screen shows the list of document for the model to Analyse. In this step the model will identify the data fields available on the document.

4. Select form fields – This step allows you to make a decision on what fields will be captured from the invoice to be processed in your system later. Click on the Image to select the fields.

On the right hand side, you will be able to see “All fields” as analysed by the model in the previous step. You may wish to select the fields that is required for your App and click “Next”.

5. Train your model

6. Quick Test your model – Navigate to Models>select your model and do a “Quick Test” by selecting a new invoice.

Yay! the model is trained to read the key-value pairs. The model has identified the below fields as highlighted in green. Mouse over to see the attribute key and value.

7. Publish – Now Publish it to make it available for Canvas App.

Create a Canvas App for Form Processing

  1. Create App – click on “Create app” and choose “Canvas App”. Give your App a name and save it.

2. Navigate to Insert>AI Builder>FormProcessor

3. Select the model that you have trained earlier.

4. You will see the Form Processor AI Component. Run the preview F5

5. Click “Analyse” to add a new invoice that you wish to process. The app will identify the fields that we have trained the model for.

6. How to Extract invoice data to the Canvas App form? It is pretty simple as using the below formula.


You may now save this data to trigger flows.

Further reading…†



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Dynamics 365 view – Edit Filter Criteria: “There was an error in showing this condition”
Category: Dynamics 365 CE Author: Manonmani V S Date: 1 year ago Comments: 0
“There was an error in showing this condition”

When you see the above error on a view criteria, you might be puzzled what went wrong with the condition. It is because, the searchable property of an attribute used on the filter condition is set is “no” which was earlier set to “yes”.

If you want to know what the filter condition is, just hover on the information icon to find the attribute name.

Revert the searchable property of the attribute to “yes” and publish your customization. Once done, open the “Edit Filter Criteria” on your view to see the filter condition appear now 🙂

Tip: If you have a requirement to make an attribute non-searchable, then find the dependencies especially those on view’s filter criteria and resolve it before you make them non-searchable.

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