Category: Copilot

Dynamics 365 and Power Apps

{How to} Use Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on using Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service. Let’s get’s started. Copilot for knowledge in Dynamics 365 Customer Service empowers support agents to swiftly draft knowledge articles using case data and send them to knowledge reviewers for publishing. Here’s…
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{How to} Draft emails using Copilot in email editor on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the drafting emails using Copilot in email editor on Dynamics 365 Customer Service. Let’s get’s started. To draft email using Copilot in the email editor within Dynamics 365 Customer Service, follow these steps: 1. Open Dynamics 365 Customer Service: Log in to your Dynamics…
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{How to} Get relevant results with filters for Copilot Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on get relevant results with filters for Copilot Dynamics 365 Customer Service. Let’s get’s started. Certainly! To get relevant with filters for Copilot in Dynamics 365 Customer Service, follow these steps: 1. Open Copilot Report: To view the Copilot report, Open Customer Service historical analytics…
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{How to} Read Copilot Responses on the UI incrementally on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the Read Copilot responses on the UI incrementally on Dynamics 365 Customer Service. Let’s get’s started. To read Copilot responses incrementally within the Dynamics 365 Customer Service UI, follow these  steps: Customer Service Agents have to wait for Copilot to generate the entire response…
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{How to} Timeline Highlights help users quickly access actionable record updates on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the timeline highlights help users quickly access actionable record updates on Dynamics 365 Customer Service. Let’s get’s started. Timeline Highlights in Dynamics 365 Customer Service provide a concise view of significant record updates.  These highlights allow users to  quickly access relevant information without sifting through…
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{Do you know} Filter Copilot content based on table attributes in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the filter Copilot content based on the table attributes. Let’s get’s started. Filter content automatically based on attributes from entities such as customer profile so that agents don’t select the filters that need to be applied. 1. Filters are automatically applied based on a…
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{Do you know} Use generative AI Insights and other analytics enhancements to improve your copilots

Hello Everyone, Today I am going to share my thoughts on the preview feature on significance of using generative AI insights and other analytics enhancements to improve your copilots. Let’s get’s started. With the use of the generative AI insights you can immediately begin to improve the effectiveness of your chat by leveraging enhanced analytics…
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{How to} Use copilot easily in canvas app

Hello Everyone, Today I am going to share my thoughts on the use of copilot easily in canvas app. Let’s get’s started. Copilot functionality is turned on, by default in canvas app that connect to Dataverse data. So no special configuration is needed to use copilot. It is available when a user asks a question…
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{Did you know} Deploy copilots to WhatsApp, Azure Communication Services Chat and SMS channels

Hello Everyone, Today I am going to share my thoughts on the deploy copilots to WhatsApp, Azure Communication Services Chat and SMS channels. Let’s get’s started. Microsoft Copilot Studio  allows creators to connect with their consumer and enterprise audiences across various channels. In collaboration with Azure Communication Services, Copilot Studio is introducing support for the…
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{How to} Create work orders in Teams using AI on Dynamics 365 Field Service

Hello Everyone, Today I am going to share my thoughts on how to create work orders in Teams using AI on Dynamics 365 Field Service(preview). Let’s get’s started. Creating work orders in Teams using AI on Dynamics 365 Field Service is a feature that allows frontline workers to create, view and manage work orders within…
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