Category: Copilot
2025 Wave 1: Dynamics 365 Sales
It is that exciting time of year again! Last week, Microsoft released the plans for 2025 Wave 1 for Dynamics 365 business applications and the Power Platform. Since the announcement, I’ve been diving into the release notes to get a good understanding of all the new features and enhancements. As I do with every release wave, I am planning to write a series of articles accompanied by videos, to shareRead More
Configurable Copilot Case Summaries for D365 Customer Service
Most people have probably seen the record summaries in Dynamics 365 Customer Service, Field Service and Sales. If you’re not familiar with this concept, let me explain what they are. Record summaries in Dynamics 365 are Copilot generated summaries that provide important information about specific records (rows), like cases, opportunities, accounts, leads, etc. These summaries help users quickly understand the context and important details of a record without having toRead More
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
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
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
2024 Wave 2: D365 Customer Service
The 2024 wave 2 release notes are here, and I’m excited to bring you a new series of articles covering all the juicy details for Dynamics 365 Sales, Customer Service, Field Service, and more. Previously I covered the new features in this release for Dynamics 365 Sales and Copilot for Sales. In todays article in the series, I’ll be diving into all the new functionality coming to Customer Service. SomeRead More
Extend D365 Customer Service Copilot: Ask questions about your data(verse)
Earlier this month I posted an article on how you can extend the Copilot that sits inside of Dynamics 365 Customer Service by using Prompt Plugins. If you haven’t had a chance to read that article yet, then you can do so here. In the article I explained how you can create prompt plugins in Copilot Studio which are then surfaced inside of Dynamics 365 Customer Service as a PluginRead More
