Category: Copilot

Dynamics 365 and Power Apps

{How to} Check Power Automate License from Power Automate Settings

Hello Everyone, Today I am going to show how to check the  Power Automate License from Power Automat Settings. Let’s get’s started. Suppose you want to check your Power Automate Licenses as using some connectors requires Premium License. 1. Login into Power Automate. 2. Click on Settings 3. Click on the View My Licenses. As you…
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{How to} Turn on Experimental Features on Power Automate from Power Automate Settings

Hello Everyone, Today I am going to show how to turn on experimental features on Power Automate FROM Power Autmate Settings. Let’s get’s started. 1. Login into Power Automate. 2. Click on Gear Icon 3. Experimental Features Turned ON now. That’s it for today. I hope this helps. Malla Reddy Gurram(@UK365GUY) #365BlogPostsin365Days

{Do you know} Create Power Automate Cloud Flows using Copilot

Hello Everyone, Today I am going to share my thoughts on New Feature ” Create Cloud Flows using Copilot for Power Automate”. Let’s get’s started. Up until now,  we are creating Cloud Flows using drag and drop or clicks,  Now with the new feature user can give statement to the Copilot to create Cloud Flows.…
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{Do you know} Author custom copilot behaviors with AI plugins

Hello Everyone, Today I am going to share my thoughts on Authoring custom pilot behaviors with AI Plugins. Let’s get’s started. Authoring custom behaviors for Copilot using AI plugins in Dynamics 365 and Power Platform involves a nuanced process of integration and development. Firstly, you’ll need to understand the intricacies of both Dynamics 365, which…
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Question Copilot about work order information using natural language

Hello Everyone, Today I am going to share my thoughts on How to Ask Copilot about Work Order Information using natural language. Let’s get’s started. The below image illustrates a field service technician using natural language to inquire about work order details through Copilot in the Dynamics 365 Field Service App. It captures the essence…
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{How to} Increase seller productivity with lead profile summaries in Dynamics 365 Sales

Hello Everyone, Today I am going to share my thoughts how to increase seller productivity with lead profile summaries in Dynamics 365 Sales. Let’s get’s started. Increasing seller productivity with lead profile summaries in Dynamics 365 Sales can be achieved by optimizing the CRM system to provide concise, actionable insights. Here are some ways Dynamics…
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{How to} Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights

Hello Everyone, Today I am going to show what are the benefits of personalize omnichannel experiences with no code using Optimizely. Let’s get’s started. Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights involves leveraging the capabilities of both platforms to deliver tailored experiences to your customers,Here’s how you can achieve…
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{How to} Add Customer Insights Data for your trial or licensed environments

Hello  Everyone, Today I am going to show how to add Customer Insights data on your trial or licensed environments. Let’s get’s started. 1. Login into Dynamics 365 Customer Insights. 2. On home page screen click on the ADD Customer Insights – Data 3. New window will  be opened and load the data into the…
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{Do you know} Interact with your data using Copilot for Customer Insights

Hello Everyone, Today I am going to show new feature which is available for Jan 2024 preview. Let’s get’s started. Copilot for Dynamics 365 Customer Insights is powered by AI to provide answers to your queries. What you do is “you will interact with your data” via Copilot as an interface between you and Customer…
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{How to} Customize work order views for Teams and Outlook for Dynamics 365 Field Service

Hello Everyone, Today I am going to show how to configure the work orders to access from Outlook or Microsoft Teams, where the users can customize work orders from the Outlook and Microsoft Teams. Let’s get’s started. Login into Dynamics 365 Field Service. Go to Settings > Collaborations. Microsoft Teams Collaboration and chat: 1. Turn…
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