Category: D365 Sales
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
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
2024 Wave 2: Copilot for Sales
Well, folks, Microsoft is at it again! They’ve just dropped some serious coolness with the 2024 wave 2 release notes! I’m very excited to bring you a new series of articles covering all the juicy details for Dynamics 365 Sales, Customer Service, Field Service, and more! In the second article in the series, I am going to explore all the exciting stuff coming up for Copilot for Sales. Some ofRead More
2024 Wave 2: Dynamics 365 Sales
Well, folks, Microsoft is at it again! They’ve just dropped some serious coolness with the 2024 wave 2 release notes, hot off the press just 30 minutes ago! I’m stoked to bring you a new series of articles covering all the juicy details for Dynamics 365 Sales, Customer Service, Field Service, and more! In this kick-off article, we’re going to explore all the exciting stuff coming up for Dynamics 365Read More
Restore deleted Dataverse rows with the Recycle Bin(preview)
Any organization that uses any type of system may at some point in time need to delete records or rows from their database(s). This can be for various reasons, like cleaning up data, correcting errors, or following business rules. Another scenario that is possible is that someone deleted a record that was not supposed to be deleted by accident. This can lead to the fact that sometimes you might needRead More
Add Dataverse knowledge to a Custom Copilot using Copilot Studio
Not too long ago we saw a complete user interface refresh in Copilot Studio, and a lot of new features that were announced during Microsoft’s Build event. One of the things that was announced, was the ability to add knowledge sources to a custom Copilot. We already had some of this functionality, but it was very limited. For example we were able to add one or multiple links to publicRead More
Copilot assistance for form fill in Model-Driven Apps
Believe it or not, I have actually received requests in the past where prospects wanted the system to automatically create records in Dataverse or Dynamics 365, which of course is kind of crazy! We always need to integrate with another system, or have someone either enter data manually or import the data into Dynamics 365 (or Dataverse) (for example rows like accounts, contacts, opportunities, cases, etc.) after which we canRead More
