Tag: Copilot
Conversational CRM: How to use Sales Agent in Microsoft 365 Copilot (preview)
I am sure most of you have heard of Copilot for Sales, which was announced by Microsoft in the fall of 2023. Back then you had to pay an additional fee for Copilot for Sales, but today it is available to all users who have a Microsoft 365 Copilot license. If you’re not familiar with the functionality of Copilot for Sales, let me give you some more details on this.Read 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
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
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
2025 Wave 1: D365 Customer Service and Contact Center
It is that awesome time of year again! On January 23rd, Microsoft announced the 2025 Wave 1 release notes for Dynamics 365 business applications and the Power Platform. Since then, I’ve been digging through the documentation to get a grasp of all the new features and enhancements. Like I do with every release wave, I am creating a series of articles and videos, to share insights on what’s coming asRead 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
