D365 "Taylored" to you!

Tag: Sales Copilot Power Virtual Agents Bot

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 | No Comments »

Posted by: Dian Taylor | on October 29, 2024

Extending Copilot in D365 Sales – Part 1

You have most likely heard of all the different Copilots that Microsoft published in the past year, from Copilot in Microsoft Teams to Copilot in SharePoint, Dynamics 365 apps and of course Microsoft 365 Copilot which is grounded in business data, allowing users to ask questions about work related things. In this article I am going to discuss how we can extend Copilot in Dynamics 365 Sales. Just to beRead More

Posted in Copilot, Copilot Studio (previously Power Virtual Agents), D365 Sales | Tags:Configuration, configure, Copilot, Copilot in Dynamics 365 sales, Copilot in Sales, D365, Dynamics 365, extend, Sales, Sales Copilot Power Virtual Agents Bot | No Comments »