6 Powerful Free AI Tools to Grow your Business

Hey, entrepreneur! Are you always on the lookout for ways to expand, improve, and innovate your business? That’s often easier said than done because you don’t always have the necessary time, budget, or expertise to thoroughly explore everything.

Fortunately, there are increasingly more free AI tools that utilize artificial intelligence to assist you with various tasks and challenges. This way, you’ll ultimately have more time for other matters that require your attention.

Harness the power of AI for smarter entrepreneurship: that much you already knew. But how can you make it a reality without constantly depleting your bank account? Let’s walk you through the top 6 AI tools alongside ChatGPT!

1. Canva – more than just designs

Canva is truly ubiquitous! It’s an amazing tool that we ourselves use for designing social media graphics, for example. But did you know that Canva has also incorporated AI within its tool?

You can find the “Text to Image” feature under the Apps tab in Canva. Here, you input the type of image you’re looking for, and Canva generates four examples. You send short prompts, similar to how you use ChatGPT. Choose your favorite design or let Canva generate four new designs to use immediately in your project!

In addition to Canva, the creators of ChatGPT, OpenAI, also offer a similar solution called DALL-E. Definitely worth trying out!

2. Copy.ai – bid farewell to writer’s block

With Copy.ai, you elevate your web copy, flyer text, social media posts, and any other text you can imagine to a higher level! Writing text is one thing, but ensuring that it generates new customers is an entirely different matter.

Copy.ai provides you with new ideas for sentence structure, helps you choose the right words, and transforms your input into high-quality copy that truly resonates with your readers.

3. Fireflies.ai – never write minutes again

Time-consuming, tedious, and boring. What am I referring to? Exactly: writing minutes or transcriptions. Luckily, Fireflies.ai takes over this task for you!

Upload your MP3 or MP4 file, and Fireflies.ai will transcribe it neatly for you. This way, you can quickly share it with the rest of your team or incorporate it into your reports and documents.

4. Bing Chat – ChatGPT with internet access

You’re probably familiar with Bing as a search engine, often preinstalled when you purchase a Microsoft computer or laptop. And although we often switch it to Google, Bing actually has the upper hand here.

Think of Bing Chat as ChatGPT but with the latest data and information. Bing Chat has access to the internet, which opens up a plethora of possibilities:

– Allow Bing Chat to analyze your webpage and provide suggestions and improvements that you can implement right away.
– Conduct your searches through Bing Chat and receive the answers as a chat.
– Bing Chat shares the sources of the information it provides, so you always have the context and can verify if the answer is 100% accurate.

All of this is available for free! All you need is to download Microsoft Edge, which is easily accessible online.

Moreover, it’s expected that this functionality will soon be available in ChatGPT as well, and Google is moving in the same direction. Google has already announced this during the annual Google I/O event in May 2023.

5. Excel Formula Bot – your personal Excel assistant

Whether you’re a seasoned Excel user or only open it once a month, the Excel Formula Bot is your lifesaver. Simply tell the bot what you need, and it will provide you with the formula you’re looking for!

It’s perfect when you’re feeling lost and unsure which formula you need (or how it was structured exactly). But it

‘s also incredibly useful for seasoned Excel users who no longer have to type out lengthy formulas.

6. SlidesGo – AI-powered presentations

With SlidesGo, you can effortlessly create stunning PowerPoint presentations that leave a lasting impression.

It not only ensures that your presentations look beautiful but also aligns with your brand identity. This way, your message resonates better with your audience.

Bonus: If you’re still searching for the perfect company name, AI can assist you there as well. Enter a few words on namelix.com and instantly receive a list of suggestions, complete with a logo and color scheme, so you can get a feel for the brand that suits you best.

Of course, it’s important to remember that AI won’t simply take away your job: all these tools still require your personal and unique input to create something. Therefore, see them as a way to work more efficiently and save time for other aspects within your business.

Let us know!
Do you have any other recommendations? Free AI tools that you’ve used yourself or heard of? Let us know in the chat. We’re always looking for additions that can help other entrepreneurs too.

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The New Outlook is coming to you soon! Here are the benefits

Are you tired of wrestling with a clunky email interface? Do you spend more time searching for the right commands than actually reading and responding to emails?

If so, it’s time to upgrade to the new Outlook for Windows.

With its simplified ribbon, smarter search, and innovative calendar features, the new interface is designed to make your email experience faster and more efficient. In this post, we’ll take a closer look at the new Outlook for Windows and show you how to get started using its powerful features. Get ready to take your email productivity to the next level.

Key takeaways:

  • The new Outlook for Windows brings the latest features, intelligent assisted capabilities and a new modern and simplified design to your Outlook app.
  • You can join the preview of the new Outlook for Windows by switching the toggle on in the classic Outlook or the Windows Mail app. You can switch back whenever you want.
  •  You can customize the experience by exploring personalization options and settings, managing all your email and calendars in a single place, and becoming familiar with the ribbon and the navigation bar.
  •  You can check out some of the new features such as pinning and snoozing emails, scheduling when to send email, using categories and loop components, and accessing Todo.

Brief overview of the new Outlook for Windows interface

The new Outlook for Windows interface is a redesigned version of the popular email client, offering users a simplified and streamlined user interface. The interface features a stripped-down ribbon that prioritizes the most frequently used commands, making it easier and faster to access essential functions.

The new Outlook also includes a smarter search feature that uses natural language processing, enabling users to search for emails using everyday language. Additionally, the view switcher allows users to easily switch between different views, including Mail, Calendar, People, and Tasks, for more efficient task management.

Finally, the new calendar features allow users to add events directly from their email and suggest meeting times based on everyone’s schedules. Overall, the new Outlook for Windows interface is designed to improve productivity and make email management more efficient and streamlined.

Simplified Ribbon

The simplified ribbon is one of the standout features of the new Outlook for Windows interface. The ribbon is a menu system that contains various commands for performing tasks in Outlook, such as sending an email or scheduling a meeting. In the new interface, the ribbon has been redesigned to prioritize the most commonly used commands, while hiding the less frequently used commands in a hidden menu. This streamlined approach helps users quickly find and use the commands they need, without being overwhelmed by unnecessary options.

The simplified ribbon is also customizable, so users can add or remove commands to suit their specific needs. This level of customization allows users to personalize their Outlook experience and optimize it for their workflow. Additionally, the ribbon is context-sensitive, meaning it displays commands that are relevant to the task at hand. For example, if a user is composing an email, the ribbon will display commands for formatting the text, while if they are viewing their calendar, the ribbon will display commands for scheduling appointments. Overall, the simplified ribbon is an intuitive and efficient way to access Outlook’s powerful features.

Smarter Search

Smarter search is another key feature of the new Outlook for Windows interface. It uses natural language processing to allow users to search for emails using everyday language. This means that instead of having to enter specific search terms or filters, users can simply type a question or phrase, and Outlook will automatically interpret it and return relevant results.

For example, a user could type “emails from John last week” or “meeting invitations from Sarah” and Outlook would instantly filter and display the relevant emails. Smarter search also includes a feature called “top results,” which displays the most relevant emails at the top of the search results.

Smarter search is especially useful for users who receive a high volume of emails and need to quickly find specific messages. The natural language processing makes it easy to search for emails without having to remember exact dates, names, or other specific details. This feature saves time and effort, enabling users to quickly locate the information they need. Overall, smarter search is a powerful tool that improves the efficiency and effectiveness of email management in Outlook.

New Calendar Features

The new Outlook for Windows interface includes a number of features designed to make calendar management more efficient and streamlined. Especially the new “Board view” is useful as it combines your Tasks, your calendar, notes and Tips together in one overview, making planning your day even more easy than before.

 

One of the most notable features is the ability to add events directly from email. This feature allows users to quickly add an event to their calendar without having to switch to the calendar view or copy and paste information from an email.

Another useful feature is the ability to suggest meeting times based on everyone’s schedules. This feature is particularly helpful when scheduling meetings with multiple participants. Users can select the attendees and potential meeting times, and Outlook will automatically suggest the best time based on everyone’s availability.

The new Outlook also includes improved event details, with a more modern and streamlined design. Users can quickly view important information such as the event location, attendees, and any relevant notes. Additionally, the event details can be customized to include additional fields such as a specific time zone or conference call details.

Microsoft Todo also has been further integrated to automatically create Todo tasks by dragging and dropping emails.

Overall, the new calendar features in the Outlook for Windows interface are designed to make calendar management easier, more efficient, and more productive. These features save time and effort, enabling users to focus on their work and manage their schedules with ease.

Loop Components

With Microsoft Loop components everyone can edit and share their thoughts while staying in the flow of their work and the app they are using, Outlook or Teams –  Loop components can be copied and pasted across Outlook emails and Teams chats and they always stay in sync so everyone can stay up to date wherever and whenever they work.

The new Outlook is Faster!

The new Outlook for Windows interface has been designed to be faster and more responsive than the previous version. Microsoft has optimized the codebase and streamlined the interface to make it more efficient and responsive. Especially when you’re using a lot of outlook Groups (which often resulted in a sluggish Outlook) you will be glad to see the performance not suffering anymore as a result of these groups!

One of the most significant improvements is in the speed of search. The new Outlook for Windows interface includes a smarter search feature that uses advanced algorithms to quickly find the information you need. This feature is significantly faster than the search in the previous version of Outlook.

Additionally, the simplified ribbon and view switcher features in the new Outlook for Windows interface make it easier to navigate and find the information you need, saving time and improving productivity.

Coming to you Soon

Currently available to Insiders and soon rolling out to production. If your accounts are supported in the new Outlook for Windows, or if you are part of the Office Insider program, you will see a toggle in the upper right to Try the new Outlook.

Selecting this toggle will download the new app and let you switch to the preview.

 

 

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Top 5 Benefits of Teams Phone & Calling

In recent years, there has been a significant shift towards hybrid working, and technology has played a major role in this. With Teams Phone, users can easily make and receive calls, whether they are in the office, at home, or on the go, making it an important tool for this hybrid world. Not only does it allow you to work wherever you want, but it also increases the efficiency and flexibility of communication, ensuring that you are always reachable.

Teams Phone offers several benefits over traditional telephony, making it an attractive solution for modern businesses. Here are five important benefits of Teams Calling:

  1. Seamless integration with other Teams features: Teams Calling is integrated with other Microsoft Teams features, including chat, file sharing, and video conferencing. This means that users can seamlessly switch between different communication tools in one app, making it easier to collaborate and communicate efficiently.
  2. Location flexibility: With Teams Phone, users can easily communicate and collaborate regardless of their location, whether they are working from home, on the go, or in the office. Teams Calling also offers various useful features, such as voicemail and call forwarding to other team members, which helps streamline communication.
  3. Cost-saving: Teams Phoneoften offers lower costs compared to traditional telephony solutions because it is a cloud-based solution that doesn’t require expensive hardware or maintenance costs.
  4. Increased productivity: With Teams Phone, users can quickly and easily get in touch with colleagues and customers, which can increase productivity by reducing the time spent looking for the right contact or switching between different communication tools.
  5. New features and improvements: Microsoft continues to add new features and improvements to Teams Phone, making it increasingly attractive for businesses. From call recording to improved sound quality, Teams Phone continues to evolve to meet the needs of modern workers.

We have implemented Teams Phone with many of our customers to optimize their accessibility, allowing them to directly call employees instead of a central number, which has improved the scalability and efficiency of their communication. With Teams Phone, customers never have to wait long for an available employee as the call goes to the next available employee on the list.

Teams Calling Features

Microsoft has added some new features to Teams Phone, making it even easier to communicate and collaborate with colleagues and customers, both in the office and outside.

One of these new features is the ability to put a caller on hold and transfer them to another colleague. This is especially useful for companies with multiple departments or teams, as it allows for more efficient communication and can improve workflow.

Another recent addition is the ability to record conversations*. This can be useful, for example, for capturing important information during a call, training employees, or for legal purposes. It is also now possible to speak text messages instead of typing them, making it even easier to communicate quickly.


* Not available in all regions. Contact us for more information about call recording.

Finally, Microsoft has improved the sound quality of Teams Phone, using new technologies for noise and echo suppression. This reduces background noise and improves overall call quality, which is essential for effective communication.

Teams Phone is an essential tool for businesses looking to streamline their communication and collaboration processes. As a Microsoft Gold Partner, we are committed to providing our customers with the best possible Teams Phone experience. If you have any questions about Teams Phone or would like to learn more about how we can help your business, please don’t hesitate to contact us. Our team of experts is always ready to assist you.

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The New Microsoft Teams App is now in Preview – Read More about the new Features

Microsoft Teams has become a central hub for collaboration and communication for millions of people around the world. With the pandemic driving the need for remote work and virtual meetings, Teams has become an essential tool for businesses, schools, and organizations of all kinds. Now, Microsoft has announced a new preview of the Teams interface that aims to make the platform even more user-friendly and customizable.

Cleaner, More Modern Look

One of the most noticeable changes in the new Teams interface is the cleaner, more modern look. The new interface features more white space and updated icons, making it easier on the eyes and less cluttered. The cleaner look also extends to the chat and channel lists, with less visual noise allowing users to focus on the most important information.

Redesigned Navigation Bar

The new Teams interface is designed to provide users with a more streamlined and efficient experience. One of the most significant changes is the redesigned navigation bar, which allows users to switch between different sections of Teams more easily. The navigation bar now includes icons for the most frequently used sections, including chats, calls, files, and apps. Users can customize the order of these icons to prioritize the features they use most often.

Customizable Views

In addition to the redesigned navigation bar, the new Teams interface includes customizable views. This feature allows users to tailor the layout of their Teams experience to fit their needs. For example, users can choose to display their chat and channel lists side-by-side or collapse them to save screen space. This customization also extends to app access, with users able to directly access third-party integrations from the left-hand rail. This feature makes it easier for users to find and use the apps they need without having to navigate through multiple menus.

Improved Search Functionality

Microsoft has also improved the search functionality in the new Teams interface. Users can now find messages, files, and other content more easily with improved search filters and suggestions. Additionally, Microsoft has made it easier to access keyboard shortcuts, making it faster and more efficient to navigate Teams with the keyboard.

Command Bar

Another significant change in the new Teams interface is the introduction of the command bar. The command bar is a new feature that provides quick access to frequently used commands, such as starting a new chat or creating a new channel. This feature makes it easier for users to perform common actions without having to navigate through multiple menus or use the mouse.

Accessibility Improvements

The new Teams interface is designed to be more user-friendly for people with disabilities. Microsoft has made improvements to the accessibility of Teams, including the ability to customize the contrast and font size of the interface. Additionally, Microsoft has improved the compatibility of Teams with assistive technologies, making it easier for people with disabilities to use Teams to collaborate and communicate.

Multi-Language Support

Microsoft is committed to making Teams a more inclusive and equitable platform for all users. As part of this commitment, Microsoft has made the new Teams interface available in more languages than ever before. The new interface supports over 40 languages, making it easier for users around the world to use Teams in their preferred language.

Improved Account Switching

Collaborating efficiently across organizational boundaries can be a challenge, especially when managing multiple work or school accounts. One major issue is the inability to receive real-time notifications during calls or meetings between different accounts and organizations. Switching between accounts or organizations can also be disruptive, requiring frequent logins and logouts that interrupt workflow.

The new Teams interface addresses these challenges by allowing users to be actively signed into multiple accounts simultaneously and receive real-time notifications regardless of which one is currently in use. This means that users can seamlessly engage with individuals across multiple accounts and organizations without the need to drop out of a call or meeting, ensuring a smooth workflow.

How to get the Preview

The new Teams interface is designed to be more user-friendly, customizable, and accessible. With a redesigned navigation bar, customizable views, and a cleaner, more modern look, the new interface provides a more streamlined and efficient experience for users. The improved search functionality, command bar, and accessibility features make Teams more accessible and efficient for all users, including those with disabilities. The new Teams interface is currently available in preview, with Microsoft planning to roll it out to all users in the coming months. Users can try out the new interface by enabling the “Preview” in the Admin center.

Here is how you can preview the new Teams experience today:

1. Open the Teams desktop app on your Windows machine.

2. Turn on the Try the new Teams toggle at the top left corner of the Teams app.

3. Select Get it now from the pop-out dialogue. The new Teams will start installing.

4. Your Teams app will reboot to open the new Teams experience. Any subsequent actions you take will happen in the new Teams by default, like joining a Teams meeting from Outlook.

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Microsoft Authenticator Lite is coming to Outlook

With the rise of cyberattacks and data breaches, businesses and individuals are increasingly turning to multi-factor authentication (MFA) to secure their accounts. MFA is a security mechanism that requires users to provide two or more forms of authentication to access an account. One such form of MFA is the use of time-based one-time passwords (TOTP), which provide a unique code that expires after a short period and is generated by an app or device. Microsoft’s Authenticator app is one such app that provides TOTP and other MFA methods. However, not all users have the app installed, and it may not always be feasible to do so. That’s where Outlook’s Authenticator Lite feature comes in.

What is Authenticator Lite?

Authenticator Lite is a feature in Outlook that allows users to complete multi-factor authentication for their work or school account using their iOS or Android device. It provides users who haven’t downloaded the Microsoft Authenticator app with the ability to approve authentication requests and receive TOTP codes in Outlook. This feature brings the security of Authenticator to a convenient location and is especially useful for users who still use telecom transports for authentication.

When Will Authenticator Lite Be Available?

Rollout of this feature in Outlook began in March 2023, starting with public preview. The feature controls are available via MS Graph. It will move to general availability in late April 2023. On May 26th, this feature will be enabled for all users by default unless admins have taken action to disable or enable it before then. Any settings configured before May 26th will not be changed.

How to Enable Authenticator Lite

Admins can enable this feature by leveraging the Authentication Methods policy in Azure Active Directory. Starting mid-March, users can choose to enable this preview for their users from Azure Active Directory. It’s highly recommended to enable users who haven’t yet downloaded the Microsoft Authenticator app (or another strong authentication method) during the public preview.

If the feature is still set to ‘Microsoft managed’ on May 26th, the tenant will be eligible for feature enabling by Microsoft. To prevent automatic enabling, the state should be moved to ‘disabled’ or set user include and exclude groups before the date.

Why Use Authenticator Lite?

While it’s recommended to download the Authenticator app for the most up-to-date security features, Authenticator Lite is an excellent alternative for those who haven’t done so or can’t do so. It provides an additional layer of security to their account, and users can approve authentication requests and receive TOTP codes in Outlook, saving them time and hassle. It’s especially useful for those who still use telecom transports for authentication, as it adds a security enhancement to their existing authentication methods.

Conclusion

Multi-factor authentication is an essential tool in today’s cybersecurity landscape. With Authenticator Lite, Outlook brings the security of Authenticator to a convenient location for users who haven’t downloaded the app. It’s an excellent alternative for those who still use telecom transports for authentication, providing an additional layer of security to their account. Admins can enable this feature by leveraging the Authentication Methods policy in Azure Active Directory, and users can choose to enable this preview from mid-March. With the feature rolling out in public preview in March and moving to general availability in April, now is the perfect time to explore Authenticator Lite and provide additional security to your accounts.

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Microsoft Launches Copilot – The new AI for Microsoft 365

Microsoft 365 Copilot: The Future of AI-Powered Productivity

Feature Examples:

  • Automatically Building a PowerPoint Deck from content
  • Convert Word doc to PowerPoint presentation
  • Excel data manipulation
  • Analyze and reply emails
  • Teams Chat summary and interaction live in meetings and meeting summaries
  • Viva Sales meeting preparation and live in-meeting coaching and putting data directly into CRM
  • Generate a Power Automate workflow
  • Business Chat Demo – Customer interaction summary and generating a SWOT analysis

In today’s fast-paced digital world, productivity is key. Whether you’re a student, a professional, or a small business owner, you need to be able to get things done quickly and efficiently. That’s where Microsoft 365 Copilot comes in. This AI-powered feature is designed to provide personalized assistance and automate tasks within the Microsoft 365 suite of applications. In this article, we’ll explore the features and benefits of Microsoft 365 Copilot, and take a closer look at how it works.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot is an AI-powered feature that provides personalized assistance to users within the Microsoft 365 suite of applications. It uses natural language processing (NLP) and machine learning algorithms to understand user queries and provide real-time assistance. Copilot is currently in preview and is available to a limited number of users.

Introduction Video about Microsoft 365 AutoPilot

How Does Microsoft 365 Copilot Work?

Microsoft 365 Copilot works by analyzing user behavior and preferences within Microsoft 365 applications. It uses NLP to understand user queries and provide personalized assistance based on the context of the query. For example, if a user types “How do I format a document?”, Copilot will analyze the query and provide step-by-step instructions on how to format a document.

Copilot can also automate certain tasks within Microsoft 365 applications. For example, if a user is working on a document and wants to add a table of contents, they can simply type “Add table of contents” and Copilot will automatically generate a table of contents based on the headings in the document.

Benefits of Microsoft 365 Copilot

Microsoft 365 Copilot offers a number of benefits to users, including:

  1. Increased productivity: Copilot can help users complete tasks more quickly and efficiently, reducing the time and effort required to perform certain tasks within Microsoft 365 applications.
  2. Personalized assistance: Copilot can learn from a user’s behavior and preferences to provide personalized assistance and recommendations.
  3. Real-time assistance: Copilot can provide real-time assistance to users as they work in Microsoft 365 applications, helping them complete tasks more quickly and efficiently.
  4. Task automation: Copilot can automate certain tasks within Microsoft 365 applications, reducing the need for manual input and reducing the risk of errors.
  5. Multilingual support: Copilot can support multiple languages, making it accessible to users around the world.

What Tasks Can Microsoft 365 Copilot Help With?

Microsoft 365 Copilot can help with a variety of tasks within the Microsoft 365 suite of applications, including:

  1. Document formatting: Copilot can provide step-by-step instructions on how to format a document, including adding headings, tables, and images.
  2. Presentation creation: Copilot can provide suggestions and recommendations for creating effective presentations, including slide design and content.
  3. Email management: Copilot can help users manage their emails more efficiently, including organizing emails, setting up filters, and composing emails.
  4. Spreadsheet creation: Copilot can help users create spreadsheets and perform calculations, including generating charts and graphs.
  5. Task management: Copilot can help users manage tasks and deadlines, including setting up reminders and creating to-do lists.

A few examples:

Microsoft Teams: Copilot can set meeting agendas and schedules. But it will also be an effective decision-maker as the chatbot can list the pros and cons of any discussion and suggest the next steps.

Microsoft Word: Copilot can create a first draft for you based on a prompt. Thanks to Microsoft Graph in the background, Copilot can include content from collaborative documents across the organization. It can even tweak the document to sound professional or casual.

Microsoft Excel: Copilot can work with natural language prompts to give answers that earlier needed complex formulas. You can ask it to show you different visualizations, projections, and give recommendations without changing the spreadsheet.

Microsoft PowerPoint: Copilot can use your outline or a Word document and auto-generate a slide deck. With simple commands, you can simplify longer presentations.

Microsoft Outlook: Besides quickly answering routine emails, Copilot can pull discussions from email threads and content across Microsoft 365. Copilot will also allow you to adjust the tone and length of your responses.

Business Chat: This new service taps into your calendar, emails, chats, documents, meetings, and contacts. You can boost your collaboration by using it as a single-window solution for your queries on projects and plans.

Is Microsoft 365 Copilot Right for You?

Microsoft 365 Copilot is designed to help users be more productive and efficient within the Microsoft 365 suite of applications. If you’re someone who spends a lot of time working in Microsoft 365, Copilot may be a helpful tool for you. However, if you’re someone who prefers to work without assistance, or if you’re concerned about the security implications of an AI-powered feature.

Microsoft 365 Copilot currently is only available to a limited set of customers, but you can expect it to come to your Microsoft 365 account soon.

Stay tuned for more information!

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Invitation to Microsoft 365 Workshop on Feb 24th

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Automatically link Dynamics Contacts to Accounts with Power Automate

Dynamics 365 Sales provides businesses with a centralized platform to manage their customer interactions, account information, and sales processes. With Dynamics 365 you can keep track of your customer accounts and contacts by allowing your team to store and access all customer-related data in one place.

In Dynamics 365 Sales it is possible to link contacts to accounts. This feature allows you to associate individual contacts with their respective customer accounts, allowing for a more comprehensive view of customer interactions and relationships.

By linking contacts to accounts, you can easily access information about an individual contact’s role within their company, as well as view a complete history of interactions with the entire organization. This information you can use to personalize interactions with customers, track the progress of opportunities and deals, and make informed decisions about future sales and marketing efforts.

Unfortunately, the process of linking contacts is a manually process, where the user who creates the contact have to manually select to which account it belongs. This manual process is time consuming, and often is forgotten along the way, making your CRM database less effective.

Therefore we have come up with a solution to automatically link your customer contacts to your accounts via Power Automate!

The solution to automatically link your contacts to your accounts with Power Automate

First of all, we assume that all your contacts have an email address, and that your customers all have a unique email domain (which should be reasonable!). We will use this email address to build a relationship between your Account and the related contacts.

First of all, we will create a custom field called “email domain” under our account card. Here is an example:

In this field, we will input the email domain of the customer. This will be used in our Power Automate script to link all the individual contacts to the Account master.

Step 1 – Create custom field for email domain

Go to Advanced Settings

Under Settings, click Customizations

Click Customize the System

Under the customization screen, find the entity Accounts and go to Fields

Here we will add our new email domain field by clicking on New 

Create the field name, and configure the settings as below

Click Save & Close and return to the previous screen

Now we will go to the Forms section and add our custom field to the accounts form

Note that you can also add the field on other forms if you want, for example the Account Quick Create, so when your sales team creates a new account via outlook, they also will be able to enter the domain field there.

Find your email domain field on the right and drag it to the location you want to have it on the form.

Click Save and Close

Click Publish All Customizations

Now you have the email domain field on your account card, where you can enter the email domain of the customer!

After this step we can now move on to the Power Automate Script.

Step #2 – Power Automate Script to Link Contacts to Accounts

Go to Power Automate and create a new flow

Click Build your Own

We will use a scheduled trigger to keep things simple, so every day our new contacts will be linked to their master account.

Go into the flow and start adding the next step

Next we need to filter out all the accounts where the email domain is not empty:

Next is we need to create an Apply to Each loop so we loop through all the records that we found. We can simply start by adding a Compose to our next step, which will automatically create the loop. We can put our email domain field in the compose.

Next, we want to handle multiple entries in the email domain field. We imagine that some accounts may have multiple email domains, hence we will fill them in under the new field as: domain1.com,domain2.com,domain3.com.

In order for our power automate to process them all, we need to first split our field into separate variables and then loop through them. We first split the string into an array by doing a compose with a split command.

After that we will create another loop by creating an Apply to each on the compose output.

Now we have created the loop neccesary for going through all the acounts and all respective email domains.

The next step is to retrieve all the contacts that have the current selected domain in their email address, and are not yet linked to the Account.

We can do that with a Dataverse List Rows command, and a filter.

Now we have all the contacts that are not yet linked, so we can loop through them and link them.

We start with creating an Apply to All by adding a Compose (the easy way to create an apply to all)

Next we do a quick check if the Contact has not been linked to another account already. (As sometimes maybe user may have an email from a domain linked to customer A, but somehow may still be related to another account in your Dynamics, so we need to check if he/she has not been linked already to another account)

If the Parent Customer ID Value is null, it means the contact is not yet linked and we can proceed with linking it to our Account via a Dataverse Relate action.

We add one more Send Email flow to inform ourselves of a succesful link.

And we are done!

Now we can run the flow and we can see that all the contacts with the same email domain have been succesfully linked:

Complete Flow

Here is a screenshot of our entire flow:

Questions? Leave a message below.

We can also help you build this (and other) flows. Contact us via [email protected] if you need assistance with Power Automate or Dynamics 365 Sales.

 

 

 

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Season of Giving: AccessOrange helps out those in need

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Happy Lunar New Year from AccessOrange!祝您新的一年鴻兔大展!

AccessOrange wishes you a prosperous and blissful Year of the Rabbit.

Thank you for your support!

祝您新的一年鴻兔🐇大展!

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