Tag: copilot studio
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
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
Building Topics with Inputs & Outputs in Copilot Studio
There have been a lot of updates to Copilot Studio recently! During the Power Platform Community Conference Microsoft announced a lot of new features, but there were some other things that went unnoticed or were not mentioned. Maybe you’ve noticed that Copilot’s responses are A LOT faster then they used to be? That is absolutely correct! Microsoft made some great improvements which is why you are seeing this! Another featureRead More
Extend D365 Customer Service Copilot: Ask questions about your data(verse)
Earlier this month I posted an article on how you can extend the Copilot that sits inside of Dynamics 365 Customer Service by using Prompt Plugins. If you haven’t had a chance to read that article yet, then you can do so here. In the article I explained how you can create prompt plugins in Copilot Studio which are then surfaced inside of Dynamics 365 Customer Service as a PluginRead 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
Passing D365 Customer Service data to Copilot Studio
In today’s article I will talk about Copilot Studio, but I am not discussing any new features. Instead, I am going to discuss some very important things that are happening in Copilot Studio when you integrate with Dynamics 365 Customer Service! Things you might not be aware of, I know I wasn’t! I will also talk about how we can bring additional data from Dynamics 365 Customer Service into CopilotRead More
Use plugin actions in Copilot Studio (preview)
If you read last week’s article than you know that Microsoft announced a couple of new features during the Microsoft Power Platform Conference that took place in Las Vegas the first week of October. Last week I wrote about the ability to upload documents for generative answers which is in preview today, which allows us to upload one or multiple documents to be used in generative answers in Power VirtualRead More
Upload documents as a source for generative answers (preview) in Copilot Studio
If you attended Microsoft’s Power Platform Conference this month, then you probably heard about some of the new (preview) features that were announced for Power Virtual Agents! If you are not aware, of some of the features I’m referring to, or don’t exactly know what those features entail, then you definitely need to read this article! There are two features that are currently in preview, and I will discuss theRead More
