Tag: Copilot
Copilot Studio: Dynamic chaining with generative actions (preview)
In previous articles I showed you how you can create plugin actions (currently in preview) in Copilot Studio by using one of the Power Platform connectors, or by using a Power Automate Flow. In this article I am going to discuss how you can use Dynamic Chaining, another preview feature that is part of generative AI capabilities in Copilot Studio. First let me explain what dynamic chaining is. If youRead More
Create Plugin Actions(preview) with Power Automate in Copilot Studio
A few months ago I wrote an article about a new preview feature for Copilot Studio called ‘Plugin Actions’. (You can read the article here if you haven’t read it yet.) If you’re not familiar with Plugin actions, they are used by copilot to respond to users automatically and you can call them from within a topic! In my previous article I showed you how to use an existing powerRead More
Field Service Copilot – Outlook experience (preview)
I’m sure many of you have already heard about the preview of Field Service copilot that was announced by Microsoft a few days ago. We had to wait until August 11th (at least for the environments in the NA regions) to get access to this. If you are not familiar with Field Service Copilot and haven’t heard or seen any of the announcements, let me explain what this is. FieldRead More
Configure Sales Copilot for D365 Sales (preview)
I previously wrote an article when I initially gained access to the preview for Sales Copilot, where I explained how to install/enable Sales Copilot in Dynamics 365 and showed you how it works. If you haven’t read the article yet, you can access it here. Since then, a few things happened an a few updates were implemented to enhance Microsoft’s Sales Copilot. Let’s first talk about what happened with VivaRead More
2023 Wave 2 Release Notes: D365 Customer Service
If you read my most recent article, you have probably heard that the release notes for 2023 Release Wave 2 came out on July 18, 2023! As I mentioned in last week’s article, I had a chance to look them over and I am writing another series of articles on the new features and updates that are part of this release. I started last week with the first part ofRead More
Copilot for D365 Sales: Collaboration space
Viva Sales (now called Copilot for Sales) has a new feature called collaboration spaces, which will help with collaboration between sales teams. I’m sure you’re already familiar with the Dynamics 365 and Microsoft Teams integration, which (among other things) gives sellers the ability to create Microsoft Teams and Teams channels linked to a Dynamics 365 record, but this new feature stacks on top of that functionality. With collaboration spaces sellersRead More
Copilot for Dynamics 365 Sales(preview)
I’m sure you have all heard of the new Copilot feature that Microsoft announced in March of this year. Essentially, Copilot is an AI-powered productivity tool that uses natural language processing and machine learning to understand users’ requests and provides personalized recommendations, tips, and assistance. This means that users can ask Copilot questions and get instant answers, guidance, and suggestions to help them work more efficiently. Copilot is designed toRead More
Copilot for Dynamics 365 Customer Service
I am sure you have heard all about Microsoft’s new AI capabilities called ‘Copilot’ that is coming to other Microsoft software besides Dynamics 365! In a previous article I discussed some of the Viva Sales Copilot features like the ability to have AI create email responses for customers based on Dynamics 365 data and Microsoft 365 data. (If you haven’t read the article or seen the video you can doRead More
Build Power Virtual Agent topics with GPT
There were so many announcements this month and most of them were around Microsoft’s new offering called Copilot. Microsoft Copilot is a new product that helps end users be more productive by providing personalized assistance and support within the Microsoft 365 suite of applications. Essentially, Copilot is an AI-powered tool that uses natural language processing and machine learning to understand users’ requests and provide personalized recommendations, tips, and assistance. ThisRead More
