Extend Copilot in D365 Sales – Part 1 – YouTube

Extend Copilot in D365 Sales – Part 1

If you’ve worked with Dynamics 365 Sales, before you’re likely familiar with the concept of “Copilot in Dynamics 365 Sales.” Out of the box this Copilot empowers sellers with quick access to sales data from Dynamics 365, from getting account news to interacting with SharePoint documents. Moreover, Copilot streamlines tasks like reviewing sales record updates and preparing for meetings right within Dynamics 365 Sales.
By extending Copilot in Dynamics 365 Sales, businesses can tailor Copilot’s capabilities to suit specific business requirements. This can include integrating Copilot with external systems to access external data sources and facilitate actions such as asking questions, and creating or updating records in those systems.
In this video I will showcase how to leverage Power Automate to create an action that generates a new case in Dynamics 365. Subsequently, I will illustrate how to call this action from a new topic within Copilot in Dynamics Sales, enhancing seller efficiency by enabling them to seamlessly create new cases linked to contact records. Leave a comment to let me know what you think!

Related Article: https://d365goddess.com/extending-copilot-in-d365-sales-part-1/
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/

If you’ve worked with Dynamics 365 Sales, before you’re likely familiar with the concept of “Copilot in Dynamics 365 Sales.” Out of the box this Copilot empowers sellers with quick access to sales data from Dynamics 365, from getting account news to interacting with SharePoint documents. Moreover, Copilot streamlines tasks like reviewing sales record updates and preparing for meetings right within Dynamics 365 Sales.
By extending Copilot in Dynamics 365 Sales, businesses can tailor Copilot’s capabilities to suit specific business requirements. This can include integrating Copilot with external systems to access external data sources and facilitate actions such as asking questions, and creating or updating records in those systems.
In this video I will showcase how to leverage Power Automate to create an action that generates a new case in Dynamics 365. Subsequently, I will illustrate how to call this action from a new topic within Copilot in Dynamics Sales, enhancing seller efficiency by enabling them to seamlessly create new cases linked to contact records. Leave a comment to let me know what you think!

Related Article: https://d365goddess.com/extending-copilot-in-d365-sales-part-1/
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/

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