Category: AI

Dynamics 365 and Power Apps

{How to} Create and update work orders in Teams with Copilot in Dynamics 365 Field Service

Hello Everyone, Today I am going to show how to Create and update work orders in Teams with Copilot in Dynamics 365 Field Service. Let’s get’s started. To Create and update work orders in Teams with Copilot in Dynamics 365 Field Service, follow these steps: 1. Set up Copilot Integration: Ensure you have Dynamics 365…
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{How to} Enhanced Copilot experiences in the web app in the Dynamics 365 Field Service

Hello Everyone, Today  I am going to share my thoughts on the new feature enhanced copilot experiences in the web app. Let’s get’s started. The Dynamics 365 Field Service web app now includes enhanced Copilot capabilities. Field managers can use natural language to interact with Copilot for work order information. Which copilot can retrieve summarize…
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{How to} Integrate financial and inventory management from Dynamics 365 Field Service

Hello Everyone, Today I am going to share my thoughts on integrating the financial and inventory management from Dynamics 365 Field Service. Let’s get’s started. Integrating financial and inventory management can significantly enhance operational efficiency. Here are some ways to achieve this: 1. Dynamics 365 Integration: Dynamics 365 Field Service can seamlessly integrate with Dynamics…
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{Do you know} Get automatic prompts from Copilot on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the Dynamics 365 Customer Service getting automatic prompts from Copilot. Let’s get’s started. Copilot in Dynamics 365 Customer Service Provides real-time assistance to customer service agents. One of its features is automatic prompts. When enabled in the Customer Service admin center, these prompts give…
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{How to} Enable Customer support swarming(preview) on Dynamics 365 Customer Service Hub

Hello Everyone, Today I am going to share my thoughts  and how to enable Customer support swarming which is in preview on Dynamics 365 Customer Service Hub. Let’s get’s started. Customer support swarming in Dynamics 365 Customer Service allows agents to collaborate with experts across the organization to resolve complex cases more efficiently. Here’s how…
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{Do you know} Enable makers to create copilot AI columns during table or column creation in Dataverse

Hello Everyone, Today I am going to share my thoughts on the preview feature: Enable makers to create Copilot AI columns during table or column creation in Dataverse. Let’s get’s started. Information workers face an overwhelming influx of data, dedicating significant time to reading and processing it daily. Additionally, they invest substantial effort in preparing…
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{How to} Get real time tips and suggested answers during Teams meetings on Dynamics 365 Sales

Hello Everyone, Today I am going to share my thoughts on the real time tips and suggested answers during Teams meetings on Dynamics 365 Sales. Let’s get’s started. Yes being surprised  by a question or an unfamiliar competitor mention during a sales call can be a jarring and unsettling experience. This unexpected situation often causes…
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{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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