Author: Dian Taylor
Smart Paste and Smart Grid(search) in Model Driven Apps
Have you ever had to enter information from a document, note or an email into a model driven app? Usually this takes a bit of time as you have to read the content in the document/note/email first, and then enter the information in the correct fields of a form. How great would it be to have Copilot look at all the information in that document, note or email and justRead More
Microsoft 365 Copilot Pages
It rained (or should I say poured?) new features last September, during the Power Platform Community Conference and the Microsoft Copilot Wave 2 event. I even wrote an article and recorded a video about the top announcements at the Power Platform Community Conference to make sure you wouldn’t miss out! If you haven’t read the article or watched the video yet, you can do so here. One of the featuresRead More
Autonomous Agents are here! (preview)
If you have been following any of the announcements from Microsoft around Copilot Studio than you might have heard the term autonomous agents before. For you who have no idea what I am talking about, let me explain what this is. An autonomous agent is an AI driven agent (previously known as Copilot) that can automate business processes by making decisions and completing tasks on its own without needing constantRead More
Extending Copilot in D365 Sales – Part 1
You have most likely heard of all the different Copilots that Microsoft published in the past year, from Copilot in Microsoft Teams to Copilot in SharePoint, Dynamics 365 apps and of course Microsoft 365 Copilot which is grounded in business data, allowing users to ask questions about work related things. In this article I am going to discuss how we can extend Copilot in Dynamics 365 Sales. Just to beRead More
Building Topics with Inputs & Outputs in Copilot Studio
There have been a lot of updates to Copilot Studio recently! During the Power Platform Community Conference Microsoft announced a lot of new features, but there were some other things that went unnoticed or were not mentioned. Maybe you’ve noticed that Copilot’s responses are A LOT faster then they used to be? That is absolutely correct! Microsoft made some great improvements which is why you are seeing this! Another featureRead More
Case handling time (Preview)
Organizations might have the need to track the total time agents spend on cases for several reasons. By monitoring time, managers can identify areas where agents excel and where improvements are needed, ensuring resources are allocated effectively. This data is crucial for performance evaluations, and it helps set benchmarks and goals. Understanding the time spent on cases allows organizations to improve processes and improve customer satisfaction. For industries with regulatoryRead More
Power Platform Community Conference Top Announcements
This year I attended the Power Platform Community Conference for the third year in a row. The event took place in Las Vegas, Nevada which was the same place the conference took place last year and the same place where it will be held next year. The conference is always a hub of innovation, collaboration, and learning, showcasing the latest advancements in the Power Platform ecosystem. The highlight of theRead More
New lead qualification experience
When 2024 release wave 2 came out, one of the features in the long list of updates for Dynamics 365 Sales was the new lead qualification experience. This feature was originally part of the first wave of the 2024 release wave, but unfortunately it was pushed to a later date for unknown reasons. When I installed the early access features of 2024 release wave 2 in my environment, I noticedRead More
Trigger Power Automate Flow from Button in Model Driven App
I have received several emails from people that asked me if it was possible to trigger a power automate flow (or workflow) from a button inside a model-driven app using the out of the box command bar editor. The answer to this question is an indirect yes. (I will explain to you in a second why it’s an ‘indirect’ yes and not a straight up yes.) Once I confirmed thisRead More
