‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
Keep your agents organized: Create File Groups for better responses
When you’re building agents in Copilot Studio, adding knowledge sources is a key step in building your agent. One of the quick ways to add knowledge to the agent is by providing documents! This can be done in 2 separate ways today, and the option you’ll go for will depend on how your agent will be used, and by whom! Today you can use SharePoint or OneDrive as a knowledgeRead More
Learn how to customize Copilot in D365 Field Service (preview)
A few days ago I came across an article on learn.microsoft.com that explained how to streamline inventory visibility in Dynamics 365 Field Service by using the out of the box Copilot inside of Dynamics365 Field Service. What this allows us to do is customize the agent that lives inside of D365 Field Service in a way that when a user opens a work order, it can ask the agent toRead More
Visualize data with the new hierarchy control
Previously there was a legacy hierarchy control for model-driven apps that allowed users to view N:1 (many-to-one) self-referencing relationships of a table. I always felt it is important to able to view relationships between rows using a hierarchy control because it provides clear visibility to users on how data is connected, making it easier to understand complex structures at a glance. Instead of having to navigating through multiple views orRead More
How to populate lookup columns using Copilot Studio’s Dataverse Connector
Today I was building an agent using Copilot Studio and one of the things that I was trying to do was using Dataverse knowledge for the Agent to access information from a table, reason over it, and use the Dataverse connector to create a new record if needed. The problem that I was facing was that I needed to populate two lookup fields to create a new record and afterRead More
Enhance Data Protection in Dataverse with Secured Masking Rules
Have you heard of column level security in Dataverse? This feature has been around for a long time, and it allows makers to control access down to the column. Imagine you’re building an app in Dataverse. BUT, you’ve got a handful of columns with super-sensitive data, these could be social security numbers, salaries, or other private details. Most likely you don’t want any user to have access to the sensitiveRead More
What is coming in 2025 Wave 2: Dynamics 365 Contact Center
Microsoft has just released the 2025 Wave 2 notes for Dynamics 365 business applications and the Power Platform, and I couldn’t wait to dive in. Over the past few days, I’ve been going through the details to get a solid understanding of what’s coming as part of this wave. You’ll notice that a sizable chunk of these features have been announced previously but are just reaching GA and/or some ofRead More
What is coming in 2025 Wave 2: Dynamics 365 Customer Service
Microsoft has just released the 2025 Wave 2 notes for Dynamics 365 business applications and the Power Platform, and I couldn’t wait to dive in. Over the past few days, I’ve been going through the details to get a solid understanding of what’s coming as part of this wave. You’ll notice that a sizable chunk of these features have been announced previously but are just reaching GA and/or some ofRead More
What is coming in 2025 Wave 2: Dynamics 365 Sales
Microsoft has just released the 2025 Wave 2 notes for Dynamics 365 business applications and the Power Platform, and I couldn’t wait to dive in. Over the past few days, I’ve been going through the details to get a solid understanding of what’s coming as part of this wave. You’ll notice that some of these features have been announced previously but are just reaching GA and some of them areRead More
Learn how to enable Customer Intent for Custom Agents in Copilot Studio!
Previously I have written articles on the Customer Intent agent in Dynamics 365 Customer Service and Contact Center where I explained how the Customer Intent agent works, and how to enable it. If you haven’t had a chance to read those articles yet, you can do so here and here. How great would it be if we could allow our custom built agents (yes the ones you build using CopilotRead More
Let your custom Agent search Knowledge Articles in Dynamics 365!
Wouldn’t it be great if your custom agent could do more than answer questions? If it could actually help customers resolve their issues without ever needing to chat with a live agent or search through pages of knowledge articles by themselves? By giving your custom agent access to the knowledge base in Dynamics 365 Customer Service, you’re doing exactly that. With the help of Power Automate, you can use anRead More
