D365 "Taylored" to you!

Tag: customize

Posted by: Dian Taylor | on November 12, 2024

Extending Copilot in D365 Sales – Part 2

If you’ve worked with Dynamics 365 Sales, before most likely you’ve seen Copilot in Dynamics 365 Sales. Please note that I am not talking about Copilot for Sales, which requires an additional license, I am referring to Copilot that sits inside of the D365 Sales application. Out of the box this Copilot empowers sellers with quick access to sales data from Dynamics 365, allowing sellers to ask questions on DynamicsRead More

Posted in Configuration, Copilot, Copilot Studio (previously Power Virtual Agents), D365 Sales | Tags:configure, Copilot in D365 Sales, Copilot in Sales, copilot studio, customize, D365, Dynamics 365, Embedded Copilot, Menu, Sales, Sales Copilot Power Virtual Agents Bot, Sparkle menu, View Prompts, View Prompts Menu | Comments Off on Extending Copilot in D365 Sales – Part 2

Posted by: Dian Taylor | on December 5, 2023

Build your own service copilot with Copilot for Service (Preview)

During the Microsoft Ignite conference in November there have been a lot of announcements about Microsoft Copilot. There are a ton of different copilot types, each with their own unique experience. Think about Microsoft 365 Copilot, which acts as a personal assistant to the end user, or Copilot for Dynamics 365 Sales, which allows sales reps to get summaries for leads and opportunities, (amongst other things) and Copilot for DynamicsRead More

Posted in Copilot | Tags:Agent, Agent Copilot, configure, Copilot for Service, Customer Service, customize, extend, integration, Salesforce, ServiceNow, Third Party Apps, ZenDesk | Comments Off on Build your own service copilot with Copilot for Service (Preview)