‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
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
Meet the new Scheduling Operations Agent in Dynamics 365 Field Service!
I’m sure by now it hasn’t escaped anyone’s attention that Microsoft has been on an absolute roll when it comes to announcing agents—whether they’re autonomous, semi-autonomous, or somewhere in between—as part of the 2025 Release Wave 1. It’s been a steady stream of updates, and if you’ve been keeping an eye on things like me, you’ve probably noticed the four new agents recently introduced in Dynamics 365 Sales. But that’sRead More
New AI Agents to close deals faster
You might have noticed some buzz online last week when Microsoft announced three new AI-driven sales agents within Microsoft 365 Copilot and Dynamics 365 Sales. These new Agents are designed to enhance sales teams’ efficiency and effectiveness. By grounding them in CRM data, Microsoft graph and other business data , these agents will give highly personalized and context-aware responses, helping sales teams engage with prospects and customers more effectively. SinceRead More
Custom Copilot Record Summaries in D365 Customer Service
A few weeks ago I wrote an article about how to configure and enable Copilot Case Summaries in Dynamics 365 Customer service. If you haven’t had a chance to read the article yet, then you can do so here. If you’re unsure about what a Copilot Summary is, let me clarify: In Dynamics 365, Copilot generates record summaries that highlight key information about specific records (rows). These summaries allow usersRead More
