Category Archives: Logic App
Smarter Data Integrations Across Regions with Dynamic Templates
At CloudFronts Technologies, we understand that growing organizations often operate across multiple geographies and business units. Whether you’re working with Dynamics 365 CRM or Finance & Operations (F&O), syncing data between systems can quickly become complex—especially when different legal entities follow different formats, rules, or structures. To solve this, our team developed a powerful yet simple approach: Dynamic Templates for Multi-Entity Integration. The Business Challenge When a global business operates in multiple regions (like India, the US, or Europe), each location may have different formats for project codes, financial categories, customer naming, or compliance requirements. Traditional integrations hardcode these rules—making them expensive to maintain and difficult to scale as your business grows. Our Solution: Dynamic Liquid Templates We built a flexible, reusable template system that automatically adjusts to each legal entity’s specific rules—without the need to rebuild integrations for each one. Here’s how it works: Why This Matters for Your Business Real-World Success Story One of our client’s needs to integrate project data from CRM to F&O across three different regions. Instead of building three separate integrations, we implemented a single solution with dynamic templates. The result? What Makes CloudFronts Different At CloudFronts, we build future-ready integration frameworks. Our approach ensures you don’t just solve today’s problems—but prepare your business for tomorrow’s growth. We specialize in Microsoft Dynamics 365, Azure, and enterprise-grade automation solutions. “Smart integrations are the key to global growth. Let’s build yours.” We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.
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Enhancing Workflow Observability with Open Telemetry in Azure Logic Apps
Struggling to Monitor Your Logic App Workflows End-to-End? Azure Logic Apps are a powerful tool for automating business workflows across services. But as these workflows grow in size and complexity, so do the challenges in tracking, debugging, and optimizing them. The built-in monitoring options, while helpful often don’t provide full visibility. This leaves teams scrambling to understand failures, bottlenecks, or performance issues. Here’s the good news: OpenTelemetry can change that. In this post, you’ll learn how to gain complete observability into your Logic Apps workflows using OpenTelemetry, the industry-standard framework for telemetry data. Why Observability Matters in Azure Logic Apps Logic Apps connect multiple services , APIs, databases, emails, on-prem systems, and more. But as you stitch these workflows together, it becomes harder to: While Azure provides diagnostics via Monitor and Application Insights, they often produce fragmented data. These tools lack native support for distributed tracing, which is essential when workflows span many components. That’s where OpenTelemetry helps. With it, you can gather: Together, these three “pillars of observability” give you actionable insights into your Logic App’s behavior. What is OpenTelemetry? OpenTelemetry is an open-source standard for collecting and exporting telemetry data. It supports multiple platforms, Azure, AWS, GCP and can export data to tools like Application Insights, Jaeger, or Prometheus. With OpenTelemetry, you can: It ensures a consistent observability strategy across your cloud-native systems — including Logic Apps. How to Integrate OpenTelemetry with Azure Logic Apps Azure Logic Apps don’t yet support OpenTelemetry out of the box. But with a smart setup, you can still plug them into an OpenTelemetry pipeline. 🛠️ Step-by-Step Guide: Real Example: Order Processing with Observability Imagine this: Without OpenTelemetry: With OpenTelemetry: This means faster resolution, less guesswork, and a better customer experience. ✅ Use correlation IDs across services✅ Add custom dimensions to enrich telemetry✅ Configure sampling to control trace volume✅ Monitor latency thresholds for each Logic App step✅ Log business-critical metadata (e.g., Order ID, region) Start Small, See Big Results Observability is no longer optional. It’s a must-have for teams building scalable, resilient workflows. Here’s your action plan:
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Automating Document Vectorization from SharePoint Using Azure Logic Apps and Azure AI Search
In modern enterprises, documents stored across platforms like SharePoint often remain underutilized due to the lack of intelligent search capabilities. What if your organization could automatically extract meaning from those documents—turning them into searchable vectors for advanced retrieval systems? That’s exactly what we’ve achieved by integrating Azure Logic Apps with Azure AI Search. Workflow Overview Whenever a user uploads a file to a designated SharePoint folder, a scheduled Azure Logic App is triggered to: Once stored, a scheduled Azure Cognitive Search Indexer kicks in. This indexer: Technologies / resources used: –-> SharePoint: A common document repository for enterprise users, ideal for collaborative uploads. -> Azure Logic Apps: Provides low-code automation to monitor SharePoint for changes and sync files to Blob Storage. It ensures a reliable, scheduled trigger mechanism with minimal overhead. -> Blob Storage: Serves as the staging ground where documents are centrally stored for indexing—cheaper and more scalable than relying solely on SharePoint connectors. -> Azure AI Search (Cognitive Search): The intelligence layer that runs a skillset pipeline to extract, transform, and vectorize the content, enabling semantic search, multimodal RAG (Retrieval Augmented Generation), and other AI-enhanced scenarios. Why Not Vectorize Directly from SharePoint? Reference:-1. https://learn.microsoft.com/en-us/azure/search/search-howto-index-sharepoint-online2. https://learn.microsoft.com/en-us/azure/search/search-howto-indexing-azure-blob-storage How to achieve this? Stage 1: – Logic App to sync Sharepoint files to blob Firstly, create a designated Sharepoint directory to upload the required documents for vectorization. Then create the logic app to replicate the files along with it’s format and properties to the associated blob storage – 1] Assign the site address and the directory name where the documents are uploaded in Sharepoint – In the trigger action “When an item is created or modified”. 2] Assign a recurrence frequency, start time and time zone to check/verify for new documents and keep the blob container updated. 3] Add an action component – “Get file content using path”; and dynamically provide the full path (includes file extension), from the trigger 4] Finally, add an action to create blobs in the designated container that would be vectorized – provide the storage acc. name, directory path, the name of blob (Select to dynamically get the file name with extension for the trigger), blob content (from the get file content action). 5] On successfully saving & running this logic app, either manually or on trigger, the files are replicated in it’s exact form to the blob storage. Stage 2 :- Azure AI Search resource to vectorize the files in blob storage In Azure Portal (Home – Microsoft Azure), search for Azure AI Search service, and provide the necessary details, based on your requirement select a pricing tier. Once resource is successfully created, select “Import & vectorize data” From the 2 options – RAG and Multimodal RAG Index, select the latter one.RAG combines a retriever (to fetch relevant documents) with a generative language model (to generate answers) using text-only data. Multimodal RAG extends the RAG architecture to include multiple data types such as text, images, tables, PDFs, diagrams, audio, or video. Workflow: Now follow the steps and provide the necessary details for the index creation Enable deletion tracking, to remove the records of deleted documents from the index Provide a document intelligence resource to enable OCR, and to get location metadata for multiple document types. Select image verbalization (to verbalize text in images) or multimodal embedding to vectorize the whole image. Assign the LLM model for generating the embeddings for the text/images provide an image output location, to store images extracted from the files Assign a schedule to refresh the indexer and to keep the search index up to date with new documents. Once successfully created, search keywords in the search explorer of the index, to verify the vectorization, the results are provided based on it’s relevance and score/distance, to the user’s search query. Let us test this index in Custom Copilot Agent , by importing this index as an azure ai search knowledge source. On fetching details of certain document specific information, the index is searched for the most appropriate information, and the result is rendered in readable format by generative AI. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.
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How We Used Azure Blob Storage and Logic Apps to Centralize Dynamics 365 Integration Configurations
Managing multiple Dynamics 365 integrations across environments often becomes complex when each integration depends on static or hardcoded configuration values like API URLs, headers, secrets, or custom parameters. We faced similar challenges until we centralized our configuration strategy using Azure Blob Storage to host the configs and Logic Apps to dynamically fetch and apply them during execution. In this blog, we’ll walk through how we implemented this architecture and simplified config management across our D365 projects. Why We Needed Centralized Config Management In projects with multiple Logic Apps and D365 endpoints: Key problems: Solution Architecture Overview Key Components: Workflow: Step-by-Step Implementation Step 1: Store Config in Azure Blob Storage Example JSON: json CopyEdit { “apiUrl”: “https://externalapi.com/v1/”, “apiKey”: “xyz123abc”, “timeout”: 60 } Step 2: Build Logic App to Read Config Step 3: Parse and Use Config Step 4: Apply to All Logic Apps Benefits of This Approach To conclude, centralizing D365 integration configs using Azure Blob and Logic Apps transformed our integration architecture. It made our systems easier to maintain, more scalable, and resilient to changes.Are you still hardcoding configs in your Logic Apps or Power Automate flows? Start organizing your integration configs in Azure Blob today, and build workflows that are smart, scalable, and maintainable. I hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.
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Common Mistakes to Avoid When Integrating Dynamics 365 with Azure Logic Apps
Integrating Microsoft Dynamics 365 (D365) with external systems using Azure Logic Apps is a powerful and flexible approach—but it’s also prone to missteps if not planned and implemented correctly. In our experience working with D365 integrations across multiple projects, we’ve seen recurring mistakes that affect performance, maintainability, and security. In this blog, we’ll outline the most common mistakes and provide actionable recommendations to help you avoid them. Core Content 1. Not Using the Dynamics 365 Connector Properly The Mistake: Why It’s Bad: Best Practice: 2. Hardcoding Environment URLs and Credentials The Mistake: Why It’s Bad: Best Practice: 3. Ignoring D365 API Throttling and Limits The Mistake: Why It’s Bad: Best Practice: 4. Not Handling Errors Gracefully The Mistake: Why It’s Bad: Best Practice: 5. Forgetting to Secure the HTTP Trigger The Mistake: Why It’s Bad: Best Practice: 6. Overcomplicating the Workflow The Mistake: Why It’s Bad: Best Practice: 7. Not Testing in Isolated or Sandbox Environments The Mistake: Why It’s Bad: Best Practice: To conclude, Integrating Dynamics 365 with Azure Logic Apps is a powerful solution, but it requires careful planning to avoid common pitfalls. From securing endpoints and using config files to handling throttling and organizing modular workflows, the right practices save you hours of debugging and rework. Are you planning a new D365 + Azure Logic App integration? Review your architecture against these 7 pitfalls. Even one small improvement today could save hours of firefighting tomorrow. I hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.
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Building a Scalable Integration Architecture for Dynamics 365 Using Logic Apps and Azure Functions
If you’ve worked with Dynamics 365 CRM for any serious integration project, you’ve probably used Azure Logic Apps. They’re great — visual, no-code, and fast to deploy. But as your integration needs grow, you quickly hit complexity: multiple entities, large volumes, branching logic, error handling, and reusability. That’s when architecture becomes critical. In this blog, I’ll share how we built a modular, scalable, and reusable integration architecture using Logic Apps + Azure Functions + Azure Blob Storage — with a config-driven approach. Whether you’re syncing data between D365 and Finance & Operations, or automating CRM workflows with external APIs, this post will help you avoid bottlenecks and stay maintainable. Architecture Components Component Purpose Parent Logic App Entry point, reads config from blob, iterates entities Child Logic App(s) Handles each entity sync (Project, Task, Team, etc.) Azure Blob Storage Hosts configuration files, Liquid templates, checkpoint data Azure Function Performs advanced transformation via Liquid templates CRM & F&O APIs Source and target systems Step-by-Step Breakdown 1. Configuration-Driven Logic We didn’t hardcode URLs, fields, or entities. Everything lives in a central config.json in Blob Storage: { “integrationName”: “ProjectToFNO”, “sourceEntity”: “msdyn_project”, “targetEntity”: “ProjectsV2”, “liquidTemplate”: “projectToFno.liquid”, “primaryKey”: “msdyn_projectid” } 2. Parent–Child Logic App Model Instead of one massive workflow, we created a parent Logic App that: Each child handles: 3. Azure Function for Transformation Why not use Logic App’s Compose or Data Operations? Because complex mapping (especially D365 → F&O) quickly becomes unreadable. Instead: { “ProjectName”: “{{ msdyn_subject }}”, “Customer”: “{{ customerid.name }}” } 4. Handling Checkpoints For batch integration (daily/hourly), we store last run timestamp in Blob: { “entity”: “msdyn_project”, “modifiedon”: “2025-07-28T22:00:00Z” } This allows delta fetches like: ?$filter=modifiedon gt 2025-07-28T22:00:00Z After each run, we update the checkpoint blob. 5. Centralized Logging & Alerts We configured: This helped us track down integration mismatches fast. Why This Architecture Works Need How It’s Solved Reusability Config-based logic + modular templates Maintainability Each Logic App has one job Scalability Add new entities via config, not code Monitoring Blob + Monitor integration Transformation complexity Handled via Azure Functions + Liquid Key Takeaways To conclude, this architecture has helped us deliver scalable Dynamics 365 integrations, including syncing Projects, Tasks, Teams, and Time Entries to F&O all without rewriting Logic Apps every time a client asks for a tweak. If you’re working on medium to complex D365 integrations, consider going config-driven and breaking your workflows into modular components. It keeps things clean, reusable, and much easier to maintain in the long run. I hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.
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When to Use Azure Data Factory vs Logic Apps in Dynamics 365 Integrations
You’re integrating Dynamics 365 CRM with other systems—but you’re confused:Should I use Azure Data Factory or Logic Apps?Both support connectors, data transformation, and scheduling—but serve different purposes. When you’re working on integrating Dynamics 365 with other systems, two Azure tools often come up: Azure Logic Apps and Azure Data Factory (ADF). I’ve been asked many times — “Which one should I use?” — and honestly, there’s no one-size-fits-all answer. Based on real-world experience integrating D365 CRM and Finance, here’s how I approach choosing between Logic Apps and ADF. When to Use Logic Apps Azure Logic Apps is ideal when your integration involves: 1. Event-Driven / Real-Time Integration 2. REST APIs and Lightweight Automation 3. Business Process Workflows 4. Quick and Visual Flow Creation Azure Data Factory is better for: 1. Large Volume, Batch Data Movement 2. ETL / ELT Scenarios 3. Integration with Data Lakes and Warehouses 4. Advanced Data Flow Transformation Feature Comparison Table Feature Logic Apps Data Factory Trigger on Record Creation/Update Yes No (Batch Only) Handles APIs (HTTP, REST, OData) Excellent Limited Real-time Integration Yes No Large Data Volumes (Batch) Limited Excellent Data Lake / Warehouse Integration Basic (via connectors) Deep support Visual Workflow Visual Designer Visual (for Data Flows) Custom Code / Transformation Limited (use Azure Function) Strong via Data Flows Cost for High Volume Higher (Per Run) Cost-efficient for batch Real-World Scenarios 2. Use ADF When: To conclude, choose Logic Apps for real-time, low-volume, API-based workflows.Use Data Factory for batch ETL pipelines, high-volume exports, and reporting pipelines. Integrations in Dynamics 365 CRM aren’t one-size-fits-all—pick the right tool based on the data size, speed, and transformation needs. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com
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Using Open AI and Logic Apps to develop a Copilot agent for Elevator Pitches & Lead Qualification
In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects. To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation. Challenge Sales professionals routinely face challenges such as: These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects. How It Works Platform Data Sources CloudFronts SmartPitch pulls information from the following knowledge sources: AI Integration Key Features MQL – SQL Summary Generator Users can request MQL – SQL document which contains The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX. HTTP Request to Logic App At Logic App we used ChatGPT API to fetch company and client information Extract the company location from the company information, and similarly, extract the industry as well. Render it to custom copilot via request to the Logic App. Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions. Generative AI can also be instructed to directly create a formatted json based on parsed values. This formatted Json can be passed to converted to an actual Json and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person. This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry. This triggers an auto download of the MQL-SQL created as a PDF file on your system. Content Search Users can ask questions related to – Users can ask questions like “Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume. –Security & Governance Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions. To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com
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Top 5 Ways to Integrate Microsoft Dynamics 365 with Other Systems
When it comes to Microsoft Dynamics 365, one of its biggest strengths—and challenges—is how many ways there are to integrate it with other platforms. Whether you’re syncing with an ERP, pushing data to a data lake, or triggering notifications in Teams, the real question becomes: Which integration method should you choose? In this blog, we’ll break down the top 5 tools used by teams around the world to integrate Dynamics 365 with other systems. Each has its strengths, and each fits a different type of use case. 1. Power Automate – Best for Quick, No-Code Automations What it is: A low-code platform built into the Power Platform suite. When to use it: Internal automations, approvals, email notifications, basic integrations. Lesser-Known Tip: Power Automate runs on two plans—per user and per flow. If you have dozens of similar flows, the “per flow” plan can be more cost-effective than individual licenses. Advanced Feature: You can call Azure Functions or hosted APIs directly within a flow, effectively turning it into a lightweight integration framework. Pros: Cons: Example: When a new lead is created in D365, send an email alert and create a task in Outlook. 2. Azure Logic Apps – Best for Scalable Integrations What it is: A cloud-based workflow engine for system-to-system integrations. When to use it: Large-scale or backend integrations, especially when working with APIs. Lesser-Known Tip: Logic Apps come in two flavours—Consumption and Standard. The Standard tier offers VNET-integration, local development, and built-in connectors at a flat rate, which is ideal for predictable, high-throughput scenarios. Advanced Feature: Use Logic Apps’ built-in “Integration Account” to manage schemas, maps, and certificates for B2B scenarios (AS2, X12). Pros: Cons: Example: Sync Dynamics 365 opportunities with a SQL database in real time. 3. Data Export Service / Azure Synapse Link – Best for Analytics What it is: Tools to replicate D365 data into Azure SQL or Azure Data Lake. When to use it: Advanced reporting, Power BI, historical data analysis. Lesser-Known Tip: Data Export Service is being deprecated in flavours of Azure Synapse Link, which provides both near-real-time and “materialized view” patterns. You can even write custom analytics in Spark directly against your live CRM data. Advanced Feature: With Synapse Link, you can enable change data feed (CDC) and query Delta tables in Synapse, unlocking time-travel queries for historical analysis. Pros: Cons: Example: Export all account and contact data to Azure Synapse and visualize KPIs in Power BI. 4. Dual-write – Best for D365 F&O Integration What it is: A Microsoft-native framework to connect D365 CE (Customer Engagement) and D365 F&O (Finance & Operations). When to use it: Bi-directional, real-time sync between CRM and ERP. Lesser-Known Tip: Dual-write leverages the Common Data Service pipeline under the covers—so any customization (custom entities, fields) you add to Dataverse automatically flows through to F&O once you map it. Advanced Feature: You can extend dual-write with custom Power Platform flows to handle pre- or post-processing logic before records land in F&O. Pros: Cons: Example: Automatically sync customer and invoice records between D365 Sales and Finance. 5. Custom APIs & Webhooks – Best for Complex, Real-Time Needs What it is: Developer-driven integrations using HTTP APIs or Dynamics 365 webhooks. When to use it: External systems, fast processing, custom business logic. Lesser-Known Tip: Dynamics 365 supports registering multiple webhook subscribers on the same event. You can chain independent systems (e.g., call your middleware, then a monitoring service) without writing code. Advanced Feature: Combine webhooks with Azure Event Grid for enterprise-grade event routing, retry policies, and dead-lettering. Pros: Cons: Example: Trigger an API call to a shipping provider when a case status changes to “Ready to Ship.” To conclude, Microsoft Dynamics 365 gives you a powerful set of integration tools, each designed for a different type of business need. Whether you need something quick and simple (Power Automate), enterprise-ready (Logic Apps), or real-time and custom (Webhooks), there’s a solution that fits. Take a moment to evaluate your integration scenario. What systems are involved? How much data are you moving? What’s your tolerance for latency and failure? If you’re unsure which route to take, or need help designing and implementing your integrations, reach out to our team for a free consultation. Let’s make your Dynamics 365 ecosystem work smarter—together. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Using Open AI and Logic Apps to develop a Copilot agent for Elevator Pitches & Lead Qualification
In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects. To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation. Challenge Sales professionals routinely face challenges such as: These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects. How It Works Platform Data Sources CloudFronts SmartPitch pulls information from the following knowledge sources: AI Integration Key Features MQL – SQL Summary Generator Users can request MQL – SQL document which contains The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX. HTTP Request to Logic App At Logic App we used ChatGPT API to fetch company and client information Extract the company location from the company information, and similarly, extract the industry as well. Render it to custom copilot via request to the Logic App. Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions. Generative AI can also be instructed to directly create a formatted json based on parsed values. This formatted JSON can be passed to converted to an actual JSON and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person. This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry. This triggers an auto download of the MQL-SQL created as a PDF file on your system. Content Search Users can ask questions related to – 1. Case Study FAQ: Helps users ask questions about client success stories and project case studies, retrieves relevant information from a knowledge source, and offers follow-up FAQs before ending the conversation. Cloudfronts official website is used for fetching Case Studies information. 2. Opportunities: Helps users inquire about past projects or opportunities, detailing client names, roles, estimated revenue and outcomes. 3. SOPs: Provides quick answers and summaries for frequently asked questions related to organizational processes and SOPs. Users can ask questions like “Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume. Security & Governance Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions. To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com