Category: Copilot

Dynamics 365 and Power Apps

{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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{Do you know} Create work orders in Outook using AI Dynamics 365 Field Service

x Hello Everyone, Today I am going to share new feature in Dynamics 365 Field Service, you can schedule work order from Outlook instead of Scheduled Board. Let’s get’s started. Normally work orders can be scheduled from Scheduled Board on Dynamics 365 Field Service and it is lengthy process to schedule a work order. Now…
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Build new segments using Copilot in Dynamics 365 Customer Insights

Hello Everyone, Today I am going to show how to build new segment using Query Assist in Dynamics 365 Customer Insights. Let’s get’s started. When you start creating a new segment, you need to define three things: 1.Name of the segment: All contacts who opted in. 2.Select a target audience: Contacts, Lead 3.Query assist: Can…
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{How to} Turn off the Copilot on Dynamics 365 Sales Hub

Hello Everyone, Today I am going to share how to turn off the Sales Copilot feature which is updated in release wave 2 oct 2023 on Dynamics 365 Sales Hub. Let’s get’s started. Recent release of wave 2 October 2023 – Sales Copilot. Firstly what is the use of Sales Copilot? When you enable Copilot…
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