Category: Copilot

Dynamics 365 and Power Apps

{How to} Activte Copilot across all Dynamics 365 Apps on particular environment

Hello Everyone, Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment. Let’s get’s started. 1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment. 2. Change the settings to App Settings 3. Click on Copilot and select…
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{How to} Check Summary of an Opportunity using Copilot on Dynamics 365 Sales

Hello Everyone, Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales. Let’s get’s started. Dynamics 365 Sales – Sales team work on multiple opportunity and dynamically, as information is scattered across the system.  Getting the information out of the mulitple opportunities will be time consuming…
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{Do you know} Use Copilot to draft clear message into the text field Power Apps

Hello Everyone, Today i am going to show new feature which you can use to input text by using copilot to define clear message. Let’s get’s started. Users can use Copilot to quickly generate well written text that can be used as input text into the text boxes in power apps. With this feature users…
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{Do you know} Single table search option in Dynamics 365 CE Apps from Power Platform Admin Center

Hello Everyone, Today  i am going to show single table search option in Dynamics 365 CE Apps from Power Platform Admin Center. Let’s get’s started. When we enable Dataverse Search in your environment it will be supported in Model Driven Apps will also receive search improvements. Also you can enable Share Search analytics with Microsoft…
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{How to} Prevent Social data entering into Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show to prevent social data into Dynamics 365 CE. Let’s get’s started. Now you can prevent Social media data entering into Dynamics 365 CE. How do you do that ? Login into Power Platform Admin Center. Select the environment you want to enable this feature. Then click on…
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{New} Copilot Studio at a glance

Hello Everyone, Today I am going to show new UI of Power Virtual Agent which is renamed as Copilot Studio. Let’s get’s started. Login into Copilot Studio Then you will see new UI of Copilot Studio. 1.     Copilot: You can set up new bot with the language you want to speak and Copilot will…
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{How to} track and auto update the task activity using AI-powered tasks in Dynamics 365 Sales

Hello Everyone, Today I am going to share my thoughts  on collaborate with sales teams using AI-powered planner tasks. Let’s get’s started. Normally Sales teams are known for their collaborative nature, relying heavily on apps like Microsoft Teams and Dynamics 365 Sales to work together efficiently. Microsoft releasing new feature which allows progress of tasks…
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Simplify and optimize segments using query assist copilot in Dynamics 365 Marketing

Hello Everyone, Today  I am going to share new feature on Dynamics 365 Marketing on how to simplify and optimize segements using query assist copilot. Let’s get’s started. Before when we create a segment we have to manually select the conditions to complete the segmentation of the records. Now with updated copilot -enhanced query assist…
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New AI Powered work order recap for Dynamics 365 Field Service Mobile App users

Hello Everyone, Today I am going to share some information regarding the new feature AI Powered work order recap for Dynamics 365 Field Service Mobile App Users. Let’s get’s started. Normally field service technician have a day long work orders while there on the field. They don’t know what are the important pieces of information…
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{How to} get the work order recap using AI in Dynamics 365 Field Service

Hello Everyone, Today I am going to share how to get full recap of the work order in Dynamics 365 Field Service. Let’s get’s started. Normally the service managers want to know the feedback and what have been completed in the work order fulfillment, how do they get that information? it has to be manual…
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