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Smart Panel AI
v2.1.0 · D365 9.2+ · Power Apps

The AI side panel for model-driven apps.

Drops onto any record form. Reads the record you're on (and the related ones), then answers in plain English — what's it about, who owns it, what's at risk, and what should I do next?

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See it in action

Three modules. One panel. Inside D365.

Switch between AI Assistant, Follow-up Advisor, and Email Drafting — all without leaving the record.

What you get

A full AI layer, not just a chatbot.

SmartPanel understands D365 — entities, fields, relationships, activities, security. Every tab is contextual to the record you're on.

Trust & deployment

Lives inside your tenant. Plays by your rules.

Your data, your tenant

Calls Microsoft's Azure OpenAI inside your subscription, not ours. The panel runs as a PCF control in the user's browser session. No copies, no caches, no training.

Respects security roles

The panel only sees what the signed-in user can see. Field-level security, business units, and team ownership are all honoured by the underlying Web API calls.

Install

Three steps. About one minute.

Sandbox first. Production when you're ready.

Grab SmartPanelAI_managed.zip from your dashboard.}/> Power Platform admin center → Solutions → Import. Pick the .zip.}/> Open Form Designer, drop SmartPanelAI_Control on a section, save & publish.}/>

30-day free trial. No card.

If you don't ship it to production by day 30, you've lost nothing.

{ e.preventDefault(); go('contact'); }}>Get the trial link
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