‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
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
Introducing the Customer Intent Agent in Dynamics 365 – Part 2
Back in February, I shared some of the new features that are coming in the 2025 Release Wave 1 for Dynamics 365 Customer Service and Contact Center. In that article, I gave a quick overview of three new autonomous agents Microsoft is rolling out: the Case Management Agent, the Customer Knowledge Management Agent, and the Customer Intent Agent. Each of them brings something unique to the table, all with theRead More
Introducing the Customer Intent Agent In Dynamics 365 – Part 1
You might remember my article from February, where I gave a sneak peek at the new features coming in the 2025 Release Wave 1 for Dynamics 365 Customer Service and Contact Center. (If you missed it, no worries, you can catch up here.) In that post, I gave a quick overview of three new autonomous agents Microsoft rolled out: the Case Management Agent, the Customer Knowledge Management Agent, and theRead More
Everything You Need to Know About the Customer Knowledge Management Agent in Dynamics 365 Customer Service
Back in February, I shared an article walking through the new features lined up for the 2025 Release Wave 1 of Dynamics 365 Customer Service and Contact Center. (If you missed it, you can check it out here.) In that post, I gave a high-level look at the three new agents Microsoft introduced: the Customer Knowledge Management Agent, the Customer Intent Agent, and the Case Management Agent. Each one bringsRead More
A Deep Dive into the Case Management Agent (preview) in D365 Customer Service
Back in February, I wrote an article covering the new features that were expected to roll out as part of the 2025 Release Wave 1 for Dynamics 365 Customer Service and Contact Center. (If you haven’t had a chance to check it out yet, you can read the full article here.) In that article, I provided a high-level overview of the three new agents Microsoft announced: the Customer Knowledge ManagementRead More
