Tag: Custom
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
Create Custom D365 Assistant Cards
I have received several requests to write an article about how we can utilize Power Automate to automatically create custom cards that will be shown in the Dynamics 365 Assistant. If you are not familiar with the Dynamics 365 Assistant let me tell you about it, as I feel it’s a great tool. The assistant used to be called the relationship assistant and is part of Dynamics 365 Sales Insights.Read More
