Tag: copilot studio
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
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
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
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
