Use Copilot in D365 Customer Service to generate knowledge articles from cases

Microsoft is adding more and more functionality to Copilot and I am loving it! It’s almost like every time I log into one of the Dynamics 365 apps, there are new things that Copilot can do, no matter which app I am in! Today I am going to discuss a feature that you can test right now, because it is currently in public preview. The feature I am talking aboutRead More Continue Reading Dian Taylor’s Article on their blog Use...

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Use Copilot in D365 Customer Service to generate knowledge articles from cases (preview) – YouTube
May07

Use Copilot in D365 Customer Service to generate knowledge articles from cases (preview) – YouTube

Use Copilot in D365 Customer Service to generate knowledge articles from cases (preview) In this video I discussing a feature that you can test right now, because it is currently in public preview. The feature I am referring to is the ability for Copilot to generate a knowledge article draft from a case. Previously we were able to convert a case to a knowledge article by clicking the ‘convert’ button on a case, but this...

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📰New Video:  Copilot For Sales New Feature – Tarjetas Adaptativas✨
Apr30

📰New Video: Copilot For Sales New Feature – Tarjetas Adaptativas✨

Nuevo Video en mi canal de YouTube. Esta nueva funcionalidad viene para ayudar en la comunicación en equipos de ventas . Os enseño como poder usarlas con corto video. Os leo en los comentarios y espero que os sea de utilidad. Mantente Actualizado No olvides suscribirte a mi canal para estar al tanto de las últimas novedades en tecnología y negocios. ¡Tu apoyo significa mucho… Continue Reading Javier.Armesto’s Article on...

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Copilot For Sales New Feature – Tarjetas Adaptativas – YouTube
Apr28

Copilot For Sales New Feature – Tarjetas Adaptativas – YouTube

Copilot For Sales New Feature – Tarjetas Adaptativas 🚀 Compartir tarjetas adaptativas con datos de CRM en tiempo real nunca fue tan fácil. Con Copilot for Sales, todo está a solo dos clics de distancia. 🎯 Mira este video y no olvides suscribirte para recibir más consejos como este. ¡Vamos a por ello! 💪 🚀 Compartir tarjetas adaptativas con datos de CRM en tiempo real nunca fue tan fácil. Con Copilot for Sales, todo está a solo...

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Secret weapon for HR! Dynamics 365, Copilot Studio & ServiceNow Hack!
Apr27

Secret weapon for HR! Dynamics 365, Copilot Studio & ServiceNow Hack!

This video shows a smart self-service solution for Microsoft Dynamics 365 HR, featuring a super-powered AI chatbot built with the dream team of Microsoft solutions: Dynamics 365 HR: Your central hub for all employee needs. Microsoft Copilot Studio: The AI whiz that bridges the gap between systems. ServiceNow: Your IT service management powerhouse. Here's the magic: Employees can… Continue Reading Ana Inés Urrutia’s...

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🚀New Video:  Chat Copilot, ¿Se cumplen las expectativas en Business Central?🪂
Apr24

🚀New Video: Chat Copilot, ¿Se cumplen las expectativas en Business Central?🪂

Nuevo Video en mi canal de YouTube. Recientemente he publicado sobre que debemos esperar de Copilot en Business Central ( aquí podéis leer el post). En el video que os comparto doy una vision de lo que podemos hacer y no podemos hacer , desde mi punto de vista, con Chat Copilot en Business Central. Os leo en los comentarios y espero que os sea de utilidad. < h2 class=”wp-block-heading”> Mantente...

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🤖Business Central Chat Copilot✅ ¿Que podemos hacer? ❌y que no. – YouTube
Apr24

🤖Business Central Chat Copilot✅ ¿Que podemos hacer? ❌y que no. – YouTube

🤖Business Central Chat Copilot✅ ¿Que podemos hacer? ❌y que no. Business Central Chat Copilot no deja a nadie indiferente. Tanto si ya los has probado como si no, estoy seguro que las expectativas puestas en su utilidad son altas. Como os comentaba en mi post de la semana pasada . Este video os muestro que podemos hacer y que no podemos hacer con Chat Copilot en Business Central. Bonus: Tambien os muestro como se comporta Copilot para...

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🤖Chat Copilot para Business Central : No te quedes mirando el dedo… mira la luna.
Apr20

🤖Chat Copilot para Business Central : No te quedes mirando el dedo… mira la luna.

Y llego, llego la primavera y con ella nos llego (en preview y en ingles) las tan esperadas nuevas funcionalidades de Copilot en Business Central. Si, llego Chat Copilot (en adelante ChatBC) y con el las grandes expectativas . Pues bien ,si estáis esperando el Santo Grial que os solucione todo vuestros problemas en Business Central, os digo que os vais a llevar una gran… Continue Reading Javier.Armesto’s Article on their...

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🚀New Video:  Copilot en aplicaciones de negocio, experiencia unificada.
Apr17

🚀New Video: Copilot en aplicaciones de negocio, experiencia unificada.

Nuevo Video en mi canal de YouTube. Con la llegada de copilot a distintas aplicaciones de negocio , el foco esta puesto principalmente en querer usarlo como chat, es decir como chatGPT . La verdad es que Copilot es otra cosa y las experiencias , así podemos llamar a la interacción con entre contexto , Copilot y usuario , pueden ser distintas según la aplicación o aplicaciones… Continue Reading Javier.Armesto’s Article on...

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Unleashing the Magic of GitHub Copilot for JavaScript & jQuery in Power Pages with Oliver Rodrigues – YouTube
Apr17

Unleashing the Magic of GitHub Copilot for JavaScript & jQuery in Power Pages with Oliver Rodrigues – YouTube

Whether you’re a wizard at coding or just starting your magical journey, this session is your ticket to mastering JavaScript and jQuery in the context of Power Pages. Get ready to transform your ideas into reality using Microsoft Copilot capabilities helping you to streamline your Developer/Maker workflow. No capes required – just bring your curiosity and prepare to elevate your coding game to superhero levels...

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Copilot en Aplicaciones de Negocio – ¿Aun piensas que no esta cambiando nada? – YouTube
Apr16

Copilot en Aplicaciones de Negocio – ¿Aun piensas que no esta cambiando nada? – YouTube

Copilot en Aplicaciones de Negocio – ¿Aun piensas que no esta cambiando nada? ¡Descubre cómo Copilot está revolucionando las aplicaciones de negocio! 🚀 En este video titulado “Copilot en Aplicaciones de Negocio – ¿Aún piensas que no está cambiando nada?”, exploramos cómo ya estamos navegando la ola del cambio. 🌊 La forma en que solicitamos ayuda a Copilot es crucial y estamos unificando la experiencia de...

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Copilot assistance for form fill in Model-Driven Apps

Believe it or not, I have actually received requests in the past where prospects wanted the system to automatically create records in Dataverse or Dynamics 365, which of course is kind of crazy! We always need to integrate with another system, or have someone either enter data manually or import the data into Dynamics 365 (or Dataverse) (for example rows like accounts, contacts, opportunities,… Continue Reading Dian...

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Copilot Assistance for Form Fill in Model-Driven Apps – YouTube
Apr16

Copilot Assistance for Form Fill in Model-Driven Apps – YouTube

Copilot Assistance for Form Fill in Model-Driven Apps Ever wanted your model driven app to help populate data in a form? Learn all about this new feature that is no generally available! Related Article: https://d365goddess.com/copilot-assistance-for-form-fill-in-model-driven-apps Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ Ever wanted your model driven app to...

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Business Central 24 Wave1 – Copilot Chat & Analyze List

Business Central 24 Wave1 – Copilot Chat & Analyze List Business Central 2024 wave 1 has been released, the new features as always are numerous, I highlight 2 features relating to Copilots, that I think are interesting: Copilot’s Chat Copilot’s Analyze List (Analyzing Assist) BC2024 Wave1 Roadmap The Roadmap for the 2024 was also presented, focus on Generative AI, Supply Chain,… Continue Reading rs’s Article on...

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Get document recommendations from SharePoint (preview) from Copilot for Sales

Last Friday I noticed that a highly anticipated feature in Dynamics 365 Sales is now in preview! This feature is part of the 2024 release wave 1. With this feature sellers will be able to get product related files directly from within the Sales Hub in Dynamics 365 Sales! I believe this is a very important feature because how often are sellers searching for the latest product information like… Continue Reading Dian Taylor’s...

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Power Pages Site Make over : Bootstrap 5.2 & CoPilot: Rapid Site Enhancement – Lesson 2 – YouTube
Mar28

Power Pages Site Make over : Bootstrap 5.2 & CoPilot: Rapid Site Enhancement – Lesson 2 – YouTube

Power Pages Site Make over : Bootstrap 5.2 & CoPilot: Rapid Site Enhancement – (Francesco/Franco Musso) Instagram zero to hero academy – https://www.instagram.com/fromzerotoh… Instagram thevictordantas – https://www.instagram.com/thevictorda… twitter thevictordantas – https://x.com/thevictordantas?s=20 source

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Copilot. Building an Accessible Future
Mar28

Copilot. Building an Accessible Future

Unless you’ve been living under a rock, you will have heard talk of Microsoft Copilots. These are the generative AI driven assistants and aids that are appearing in about all Microsoft products and have even got their own dedicated key on our keyboards (so long Office key!). What I want to do here is take a look at how Copilot is building an Accessible future – today! The post Copilot…. Continue Reading Mike’s...

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Power Pages Site Make over : Bootstrap 5.2 & CoPilot: Rapid Site Enhancement – YouTube
Mar27

Power Pages Site Make over : Bootstrap 5.2 & CoPilot: Rapid Site Enhancement – YouTube

Power Pages Site Make over : Bootstrap 5.2 & CoPilot: Rapid Site Enhancement – (Francesco/Franco Musso) source

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Copilot for F&O is here in Preview
Mar16

Copilot for F&O is here in Preview

Submitted by Nathan Clouse on 03/16/24. Last modified: 03/16/24 Tags:  AI Copilot Copilot is here for F&O. Let’s check it out. I setup Copilot for F&O just to see what it can do. Below is a set of interactions. I thought I’d start with a simple question and ask how to switch legal entities that I’m transaction in. I was… Continue Reading Nathan Clouse’s Article on their blog Copilot for...

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Let’s ask AI some simple questions! #copilotstudio #copilot #ai #powerplatform #responsibleai – YouTube
Mar05

Let’s ask AI some simple questions! #copilotstudio #copilot #ai #powerplatform #responsibleai – YouTube

Let’s ask AI some simple questions! #copilotstudio #copilot #ai #powerplatform #responsibleai Watch the full video 👇 Watch the full video 👇...

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Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview)

I am sure you have heard the term “Copilot” a lot in the Microsoft universe. It can be overwhelming to understand the different types of Copilots available. There is a Copilot for Dynamics 365 Customer Service, which helps customer service agents by searching through knowledge sources like SharePoint sites, internal websites, and knowledge bases to help solve customer issues. On the other… Continue Reading Dian...

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Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) – YouTube
Mar05

Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) – YouTube

Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) Learn all about how to extend M365 Copilot with Dynamics 365 Data using plugins! Related Article: https://d365goddess.com/extend-copilot-for-microsoft-365-with-dynamics-365-data-preview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ Learn all about how to extend M365 Copilot with Dynamics 365 Data...

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Copilot for Finance and Dynamics 365 Business Central
Mar01

Copilot for Finance and Dynamics 365 Business Central

Yesterday Microsoft announced the public preview of Microsoft Copilot for Finance, the newest Copilot offering designed for business functions that extends Microsoft Copilot for Microsoft 365 and revolutionizes how finance teams approach their daily work. Copilot for Finance joins Copilot for Sales and Copilot for Service, now generally available, to provide AI-powered, role-based workflow… Continue Reading demiliani’s...

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Project Status Update Reports on Projects using Copilot in Project Operations
Feb27

Project Status Update Reports on Projects using Copilot in Project Operations

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. … Continue reading Project Status Update Reports on Projects using… Continue Reading...

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Risk Assessments on Projects using Copilot in Project Operations
Feb27

Risk Assessments on Projects using Copilot in Project Operations

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. … Continue reading Risk Assessments on Projects using Copilot in… Continue Reading...

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My own Copilot: Nova
Feb25

My own Copilot: Nova

After the Copilot series in Microsoft Reactor, I received some very kind messages about Nova. For those who haven’t seen the series, Nova is a Copilot I created to learn and be updated with the latest trends. Like many of you, I have a busy schedule and that means that I do not have as much time as I would like for research and investigation, while I dedicate time to it, sometimes in a rush… Continue Reading Ana Inés...

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Quer gerar imagens gratuitas com IA? 🤯🤯 #copilot #shorts #openai #chatgpt – YouTube
Feb20
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O Power Virtual Agents foi removido? #ia #pva #powervirtualagents #copilot – YouTube
Feb15
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Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)
Feb14

Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)

Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we can use the “What’s newly assigned to me” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the … Continue reading “Use Sales Copilot to see the leads...

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Use Sales Copilot to see the pipeline (Dynamics 365)
Feb13

Use Sales Copilot to see the pipeline (Dynamics 365)

Using the “Sales Copilot” we can get the list of opportunities assigned to us. For this, we can use the “Show my pipeline” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the Sales Copilot to be enabled. To … Continue reading “Use Sales Copilot to see the pipeline… Continue Reading...

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Use the theme assistant Copilot to style emails (Dynamics 365 Customer Insights – Journey / Marketing)
Feb07

Use the theme assistant Copilot to style emails (Dynamics 365 Customer Insights – Journey / Marketing)

Using Copilot’s theme assistant we can fetch the styles from a website and apply it to our email. Microsoft strongly recommends using Theme Assistant only on websites owned and not on 3rd party websites. To use this feature, open an existing email record, enter the Website’s URL in the theme assistant section, and click on … Continue reading “Use the theme assistant Copilot to style emails… Continue...

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Copilot Studio – Hide Fields in Adaptive Cards
Feb07

Copilot Studio – Hide Fields in Adaptive Cards

I have recently been experimenting with adaptive cards within my Copilot Studio BOTS. (Previously known as Power Virtual Agents!) In this post I will explore how we can hide (and show) fields based on variables passed into the cards. In my previous posts I have already tackled several challenges (I guess this is turning into a mini series of adaptive card post!) … Toggle… Continue Reading Neil Parkhurst’s Article on their...

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Copilot Studio – Adaptive Cards Toggle Visibility
Feb06

Copilot Studio – Adaptive Cards Toggle Visibility

I have recently been experimenting with adaptive cards with my Copilot Studio BOTS. (Previously called Power Virtual Agents!) In this post I will explore how to toggle the visibility of fields within my cards. In my previous posts I have already tackled several challenges, including … Dynamic Choices Variables Using a card as a pre-chat survey My latest challenge has… Continue Reading Neil Parkhurst’s Article on their blog...

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Start here: Copilot
Feb04

Start here: Copilot

Since the launch of Copilot, we’ve been increasingly listening to logic and nonsense. This post tries to bring light to what on earth Copilot is. As you are aware there are plenty of resources, and we might feel a bit bombarded by the amount of information. Don’t be a total newbie! This blog breaks down the fundamentals so you can cruise through success. What is Copilot? In the context of… Continue Reading Ana Inés...

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Copilot Studio – Adaptive Cards, Dynamic Choices
Feb01

Copilot Studio – Adaptive Cards, Dynamic Choices

I have recently been experimenting with adaptive cards within my Copilot Studio BOTS. (Previously called Power Virtual Agents!) Recently I explained how we could use variables to customize our cards, in this post I will take that concept further by exploring how we can make the options in a choice field dynamic. You can read how to use variables in adaptive cards here. In this post I… Continue Reading Neil Parkhurst’s...

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Copilot Studio – Adaptive Cards and Variables
Feb01

Copilot Studio – Adaptive Cards and Variables

I have recently been experimenting with adaptive cards within my Copilot Studio BOTS. (Previously called Power Virtual Agents!) For example, I have replaced my pre-chat survey with an adaptive card. To aid reuse of these cards I’ve needed to pass variables from my BOT into the card. In this post I will explain how this is achieved. You can read how I created my first adaptive card to act… Continue Reading Neil...

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2024 Wave 1 Release Notes: Microsoft Copilot for Sales

Last week Microsoft published the release notes for 2024 Wave 1 and just like we’re used to, this wave has loads of awesome new features! As I do for every release wave, I will be writing another series of articles about the 2024 wave 1 notes for Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service and more! In the first article in this series, I discussed everything

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2024 Wave 1 Release Notes –  Microsoft Copilot for Sales – YouTube
Jan30

2024 Wave 1 Release Notes – Microsoft Copilot for Sales – YouTube

2024 Wave 1 Release Notes – Microsoft Copilot for Sales In this video I will go over all the features that are part of the new Microsoft Copilot for Sales, which are mentioned in the 2024 Wave 1 Release notes. For more information: FAQ document on top asked questions: https://aka.ms/C4SFAQ Copilot for Sales adoption materials: https://aka.ms/C4SAdoption Updated UX Experience Article: https://aka.ms/C4SUserUpdates Related...

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New Functionality In Microsoft Power Automate 2024 Wave 1: Get Quick Insights and Recommendations in Copilot for Process Mining
Jan30

New Functionality In Microsoft Power Automate 2024 Wave 1: Get Quick Insights and Recommendations in Copilot for Process Mining

This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 1st of the new functionality in the Copilot for Power Automate section is get quick insights and recommendations in Copilot for Process Mining. Copilot for Power Automate Process Mining can… Continue Reading Ian Grieve’s...

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Copilot for Low Code
Jan26

Copilot for Low Code

Do you use Power Platform and want to level up the game? Join me in this session to review the basics of Copilot and AI components within Power Apps and Power Automate. Learn in one hour how to do cool stuff with the help of Generative AI 🙂 Continue Reading Ana Inés Urrutia’s Article on their blog Copilot for Low Code Do you use Power Platform and want to level up the game? Join me in this session to review the basics of Copilot...

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Microsoft Copilot Studio 101
Jan26

Microsoft Copilot Studio 101

Do you want to learn a bit more about Microsoft Copilot Studio? Maybe even create your own? In this session we will dive into Microsoft Copilot Studio, I’ll walk you through how to create your own Copilot tailored to your specific needs without a single line of code. Let’s get into it. Continue Reading Ana Inés Urrutia’s Article on their blog Microsoft Copilot Studio 101 Do you want to learn a bit more about...

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Microsoft Copilot 101
Jan26

Microsoft Copilot 101

During the first month of the year, I was lucky to deliver a couple of sessions for Microsoft Reactor (Home | Microsoft Reactor) about Copilot, going from Microsoft 365 Copilot, Copilot Studio, and Copilot for Low code. In this episode, you will discover how Microsoft Copilot can become your indispensable productivity partner. Continue Reading Ana Inés Urrutia’s Article on their blog Microsoft Copilot 101 During the first month...

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Dynamics 365 Business Central: how can I disable Copilot for everyone?
Jan25

Dynamics 365 Business Central: how can I disable Copilot for everyone?

Dynamics 365 Business Central now has embedded generative AI features powered by Azure OpenAI and this is something cool that I encourage everyone to try. When individual Copilot capabilities are released in Dynamics 365 Business Central during minor updates, these capabilities are optional until the next major update. To turn on or off these features (like for example bank reconciliation… Continue Reading demiliani’s...

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Passing D365 Customer Service data to Copilot Studio

In today’s article I will talk about Copilot Studio, but I am not discussing any new features. Instead, I am going to discuss some very important things that are happening in Copilot Studio when you integrate with Dynamics 365 Customer Service! Things you might not be aware of, I know I wasn’t! I will also talk about how we can bring additional data from Dynamics 365 Customer Service into… Continue Reading Dian...

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Passing D365 Customer Service data to Copilot Studio – YouTube
Jan23

Passing D365 Customer Service data to Copilot Studio – YouTube

Passing D365 Customer Service data to Copilot Studio In this video I will discuss how Copilot Studio automatically captures data from Dynamics 365 Customer Service, after you’ve connected the two applications! Yes this is different from how it worked in Power Virtual Agents! I will also discuss what the problem can be if you are no longer getting values from Dynamics 365 Customer Service in Copilot Studio! Related Article:...

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A Microsoft está investindo na inteligência artificial e você pode se beneficiar! #copilot #ia – YouTube
Jan18
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NOVIDADES DO MICROSOFT COPILOT PRO | GPT-4, Licenças e muito mais – YouTube
Jan17

NOVIDADES DO MICROSOFT COPILOT PRO | GPT-4, Licenças e muito mais – YouTube

Olá pessoal, tudo bem? 📱 Objetivo do vídeo Entender o lançamento do Microsoft Copilot Pro, uma novidade da Microsoft com o intuito de melhorar o seu dia-a-dia com a Inteligência Artificial. Com duas ferramentas, sendo uma pessoal e profissional, você poderá usar agora o Microsoft Copilot for Office 365 e o Microsoft Copilot Pro. O que achou do vídeo? Manda aqui nos comentários. 00:00 – Introdução 00:52 – O que é o...

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Enable Copilot for Dynamics 365 Sales environment
Jan16

Enable Copilot for Dynamics 365 Sales environment

Copilot for Dynamics 365 Sales is in Preview at the point of writing this post. Hence, I’ll start by showing how you can turn Copilot for Dynamics 365 Sales on for your environment. It is recommended to do this in your Sandbox instances first. Enable Copilot for Dynamics 365 Sales Given that you have the … Continue reading Enable Copilot for Dynamics 365 Sales environment Continue Reading priyeshwagh777’s...

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Copilot in the enhanced mobile experience for D365 Field Service(preview)

Having a well-designed mobile app for frontline workers is crucial for many reasons, as it directly contributes to streamlined operations, improved communication, enhanced efficiency, and ultimately, a more empowered and productive workforce. Last week I wrote an article about the exciting features that are part of the new enhanced mobile experience for Dynamics 365 Field Service, which is… Continue Reading Dian Taylor’s...

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Copilot in the enhanced mobile experience for D365 Field Service – YouTube
Jan16

Copilot in the enhanced mobile experience for D365 Field Service – YouTube

Copilot in the enhanced mobile experience for D365 Field Service In my last video I showed you the new mobile experience for Dynamics 365 Field Service. Part of the new mobile app is Copilot, which this video is all about. Related Article: https://d365goddess.com/copilot-in-the-enhanced-mobile-experience-for-d365-field-servicepreview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

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