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Dian Taylor

475 Posts
80,982 Views
Dynamics 365 Customer Engagement

Configurable Copilot Case Summaries for D365 Customer Service

Most people have probably seen the record summaries in Dynamics 365 Customer Service, Field Service and Sales. If you’re not familiar with this concept, let me explain what…

📅 14 January 2025 👁 295 views
Dynamics 365 Customer Engagement

Create unique D365 views with Fetch XML Builder!

This article is the last article for 2024 and in todays article will discuss how to use an amazing tool in the XrmToolbox that was created quite some…

📅 31 December 2024 👁 222 views
Dynamics 365 Customer Engagement

Microsoft 365 Copilot Pages

It rained (or should I say poured?) new features last September, during the Power Platform Community Conference and the Microsoft Copilot Wave 2 event. I even wrote an…

📅 3 December 2024 👁 194 views
Dynamics 365 Customer Engagement

Autonomous Agents are here! (preview)

If you have been following any of the announcements from Microsoft around Copilot Studio than you might have heard the term autonomous agents before. For you who have…

📅 19 November 2024 👁 191 views
Dynamics 365 Customer Engagement

Extending Copilot in D365 Sales – Part 2

If you’ve worked with Dynamics 365 Sales, before most likely you’ve seen Copilot in Dynamics 365 Sales. Please note that I am not talking about Copilot for Sales,…

📅 12 November 2024 👁 149 views
Dynamics 365 Customer Engagement

Extending Copilot in D365 Sales – Part 1

You have most likely heard of all the different Copilots that Microsoft published in the past year, from Copilot in Microsoft Teams to Copilot in SharePoint, Dynamics 365…

📅 29 October 2024 👁 491 views