Omnichannel for Customer Service – Copilot Studio, Transfers to Agent Message
Whilst using a Copilot Studio BOT with Omnichannel for Customer Service I recent had a problem adding variables into the transfer message. I will explain the challenge and how I resolved it in this post. I guess you might know that we now have two authoring experiences for CoPilot Studio BOTS! The original approach is now called “Classic”. You can see below that with my classic BOT, I have… Continue Reading Neil...
Chat with external systems using plugin actions (preview) in Copilot Studio 😎 – YouTube
Chat with external systems using plugin actions (preview) in Copilot Studio 😎 Join me in this video as I explore the various plugins in Copilot studio and then deep dive into plugin actions (preview). 🚀 🌐Links: – Copilot Studio Action Plugins – https://learn.microsoft.com/en-us/microsoft-copilot-studio/advanced-plugin-actions?WT.mc_id=power-116068-scottdurow Deploying & Debugging C# Web API Custom Connectors from...
Power Automate e Copilot – Criando um fluxo de alerta consultando uma lista SharePoint – YouTube
Nesse vídeo vamos explorar os benefícios de usar o copilot para nos ajudar a criar os nossos fluxos no Power Automate. ♐ Adquira meu curso na Udemy e aprenda SharePoint, Power Apps e Power Automate do zero. https://www.udemy.com/course/aprenda-sharepoint-do-zero-com-foco-no-negocio/?referralCode=34B700C89A7463BD0A00 ♐ Quer aprender SharePoint Framework(SPFx)? Adquira meu curso na Udemy e aprenda a criar aplicações SPA....
Volume 7: Co-Pilot in Power Automate – YouTube
Volume 7: Co-Pilot in Power Automate source
CoPilot in Dynamics 365 implementation portal
Have you explored the Dynamics 365 implementation portal (https://experience.dynamics.com/FTimplementationportal )? You should! Lot’s of value and checklists available there. The Dynamics 365 Implementation Portal is designed to assist both customers and partners in guiding their Dynamics 365 projects to a successful completion. This portal offers detailed implementation advice and strategies… Continue Reading Kurt...
Create Project Plan 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 – ] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. Enable Copilot For … Continue reading Create Project Plan using Copilot in Project Operations Continue Reading...
Exploring the Essentials of Copilot for Microsoft 365 and Dynamics 365
Hello Readers, Taking a dive into Copilot features during a break from work, and I thought of compiling a guide.… Continue Reading Prashant Shukla’s Article on their blog Exploring the Essentials of Copilot for Microsoft 365 and Dynamics 365 Hello Readers, Taking a dive into Copilot features during a break from work, and I thought of compiling a guide. Hope you find it beneficial. What is copilot? Dynamics 365: Copilot for...
Use Sales Copilot to prepare for upcoming meetings
Sales Copilot can help salespersons prepare for upcoming meetings using the “Prepare for upcoming meetings / Prepare me for today’s meetings” prompt. Make sure you have Sales Copilot enabled. Navigate to Sales Hub >> App Settings >> Copilot (General Settings) Check the “Try our newest preview features before they’re rolled out to everyone” option and … Continue reading...
AI, Microsoft Copilot, and Copyright
Firstly, a Happy New Year to everyone – I’m sure that you have amazing plans for 2024, and wish you the best of luck with them! Over the last few months, I’ve been keeping a close eye on Copilot (since it was announced as being in GA), and various happenings around the wider AI scene. It seems almost impossible to find someone who is NOT aware of the OpenAI happenings towards the end of… Continue Reading...
Enable Copilot for Project Operations
Recently, you must have observed Copilot being introduced in every other Microsoft Business and M365 applications. Dynamics 365 Project Operations too being no exception! Here’s how you can get the same Enable Copilot in Project Operations Here’s how you can enable Copilot in Project Operations – Disable Copilot Here’s how you can disable Copilot if … Continue reading Enable Copilot for… Continue...
Transformando la Conciliación Bancaria con Copilot en Microsoft Business Central: Breve guía paso a paso
Vamos a ver cómo en pocos pasos podemos estar probando y evaluando la funcionalidad de conciliación bancaria con Copilot. La conciliación bancaria es un proceso fundamental para cualquier empresa, ya que permite comparar y ajustar las transacciones financieras registradas en los libros contables con las que aparecen en el extracto bancario. Con la ayuda de Copilot, este proceso… Continue Reading Javier.Armesto’s Article on...
Transformando la Conciliación Bancaria con Copilot en Microsoft Business Central (Introducción)
En el mundo de las finanzas, la conciliación bancaria puede ser una tarea tediosa y que consume mucho tiempo. Afortunadamente, la tecnología está aquí para hacer nuestras vidas más fáciles, y en este caso, Microsoft Business Central ha dado un gran paso adelante con su nueva capacidad: «Bank account reconciliation assistance with Copilot». ¿Qué es Copilot? Es un asistente… Continue Reading Javier.Armesto’s Article on their...
Copilot Studio: Dynamic chaining with generative actions (preview)
In previous articles I showed you how you can create plugin actions (currently in preview) in Copilot Studio by using one of the Power Platform connectors, or by using a Power Automate Flow. In this article I am going to discuss how you can use Dynamic Chaining, another preview feature that is part of generative AI capabilities in Copilot Studio. First let me explain what dynamic chaining is…. Continue Reading Dian...
Copilot Studio: Dynamic chaining with generative actions( preview) – YouTube
Copilot Studio: Dynamic chaining with generative actions( preview) In this video I will show you the ins and outs about Dynamic chaining with generative actions in Copilot Studio! Related Article: https://d365goddess.com/copilot-studio-dynamic-chaining-with-generative-actions-preview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will show you...
Publish Copilot to Microsoft Teams Part 2 #CopilotStudio #DieHardCopilot #Copilot #MCS – YouTube
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Publish Copilot to Microsoft Teams Part 1 #CopilotStudio #DieHardCopilot #Copilot #MCS – YouTube
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New Functionality In Microsoft Power Automate 2023 Wave 2: Modify Desktop Flows Using Natural Language with Copilot
This post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2. The 2nd of the new functionality in the Desktop Flows section is modify desktop flows using natural language with Copilot. The Copilot feature in Power Automate for desktop will greatly benefit makers… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2023 Wave 2: Create Desktop Flows Using Natural Language with Copilot
This post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2. The 1st of the new functionality in the Desktop Flows section is create desktop flows using natural language with Copilot. Introducing Copilot in Power Automate for desktop – the new natural language… Continue Reading Ian...
New Functionality In Microsoft Power Automate 2023 Wave 2: Use Power Automate Cloud Flows Designer with Copilot
This post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2. The 1st of the new functionality in the Copilot for Power Automate section is use Power Automate cloud flows designer with Copilot. Easily get started building new cloud flows by describing them in… Continue Reading Ian Grieve’s...
Copilot for Microsoft 365 – The Ultimate Webinar with Stripe OLT – YouTube
Copilot for Microsoft 365 – The Ultimate Webinar with Stripe OLT Our Copilot for M365 webinar offers a strategic overview of this new, innovative tool, showcasing how AI has the power to redefine productivity and creativity. During this webinar you will gain: An in-depth understanding of Copilot for M365 Tools: Explore the core functionalities and innovative features of Copilot, and how it integrates with existing Microsoft 365...
Create Plugin Actions(preview) with Power Automate in Copilot Studio
A few months ago I wrote an article about a new preview feature for Copilot Studio called ‘Plugin Actions’. (You can read the article here if you haven’t read it yet.) If you’re not familiar with Plugin actions, they are used by copilot to respond to users automatically and you can call them from within a topic! In my previous article I showed you how to use an existing powerRead… Continue Reading Dian...
Create Plugin Actions(preview) with Power Automate in Copilot Studio – YouTube
Create Plugin Actions(preview) with Power Automate in Copilot Studio In a previous video I showed you how to create a plugin action(preview) in Copilot Studio using a Power Platform connector. In this video I will show you how to create a plugin action(preview) using a Power Automate flow! Related Article: https://d365goddess.com/copilot-studio-plugin-actions-with-power-automate-flows Blog: https://D365Goddess.com Twitter:...
New Functionality In Microsoft Power Automate 2023 Wave 2: Use Copilot with French language
This post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2. The 8th of the new functionality in the Cloud Flows section is use Copilot with French language. Makers in French speaking countries like France and Canada can use their own native language to interact… Continue Reading Ian...
Navigate automatically between topics in Copilot Studio #Copilot #CopilotStudio #MCS – YouTube
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What is a Variable in Copilot? #PowerPlatform #Copilot #CopilotStudio #MCS #PVA #TechTok – YouTube
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New Functionality In Microsoft Power Automate 2023 Wave 2: Use the New Cloud Flows Designer with Copilot
This post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2. The 4th of the new functionality in the Cloud Flows section is use the new cloud flows designer with Copilot. With the cloud flows designer with Copilot, Power Automate cloud flow makers are able to… Continue Reading Ian Grieve’s...
Asking a question with options in your Copilot #PowerPlatform #Copilot #CopilotStudio #MCS – YouTube
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Build your own service copilot with Copilot for Service (Preview)
During the Microsoft Ignite conference in November there have been a lot of announcements about Microsoft Copilot. There are a ton of different copilot types, each with their own unique experience. Think about Microsoft 365 Copilot, which acts as a personal assistant to the end user, or Copilot for Dynamics 365 Sales, which allows sales reps to get summaries for leads and opportunities,… Continue Reading Dian Taylor’s...
Copilot for Service(Preview) – YouTube
Copilot for Service(Preview) I’m sure you’ve heard all the buzz around Copilot from Microsoft! In this video I will show you how you can use Copilot for Service(preview) to create a copilot that is connected to a third party knowledge system! Related Article: https://d365goddess.com/copilot-for-service-preview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...
What are Topics in Copilot Studio? #CopilotStudio #PowerPlatform #Copilot #MCS #PVA – YouTube
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New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Chat with Copilot
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2. The fourth of the new functionality in the Copilot and AI innovation section is Chat with Copilot. For Microsoft customers, much of their workday revolves around chatting… Continue Reading Ian Grieve’s...
Dynamics 365 Business Central: Copilot, Azure OpenAI and real-world enterprise usage.
We are entering a new era of AI, one that is fundamentally changing how we relate to and benefit from technology. With the convergence of chat interfaces and large language models (LLM) you can now ask for what you want in natural language and the technology is smart enough to answer, create or take action. In the last months Microsoft introduced the concept of Copilot (your everyday AI… Continue Reading demiliani’s...
Power Automate Cloud Flows designer using Copilot | Now in GA
As Microsoft rolled out using Power Automate Cloud Flows designer using Copilot on 8th Nov 2023, here’s a look at how you can use it in your scenarios while designing Cloud Flows! Copilot in Power Automate As you might have noticed by now (based on the currently supported region you are in), Copilot is enabled … Continue reading Power Automate Cloud Flows designer using Copilot | Now… Continue Reading...
Write an email (Copilot) in Dynamics 365 Customer Service
Using the Write an email functionality of Copilot in Dynamics 365 Customer Service, the agents can quickly create responses, which they can use for their email. To enable it navigate to Customer Service admin center >> Agent experience >> Productivity >> Copilot help pane (Manage) Check the For email option and save. We can see … Continue reading “Write an email (Copilot) in Dynamics...
Novedades de Noviembre de Microsoft Sales Copilot
Descubriendo las Nuevas Características de Microsoft Sales Copilot en Noviembre de 2023 En el mundo en constante evolución de las ventas y la tecnología, mantenerse al día con las últimas herramientas es crucial para el éxito. Microsoft Sales Copilot, integrado en Microsoft 365 y Teams, ha lanzado recientemente una serie de actualizaciones emocionantes en noviembre de 2023. Estas… Continue Reading Javier.Armesto’s Article...
How to create a deal room from Outlook with Microsoft Sales Copilot – YouTube
How to create a deal room from Outlook with Microsoft Sales Copilot In this demo, we learn how to create a team room for a specific business opportunity. The key difference between a “deal room” and “create a team” is that the former is focused on a particular opportunity. To set it up, we start by opening an email and selecting “copilot.” Then, we choose to collaborate in teams and set up the room...
BYOC: Microsoft Copilot Studio
There is someone who is SUPER hyped with all the Copilot stuff going on, and that person is ME. I won’t tell you what is going on with it, you can read it here: Announcing Microsoft Copilot Studio | Microsoft 365 Blog, but I will tell you how to use it. Two things you need to know: Microsoft Copilot Studio was formerly Power Virtual Agents – yes, you need to edit ALL your decks – so in… Continue Reading Ana...
Ask a Question (Copilot) in Dynamics 365 Customer Service
Agents can use the “Ask a question” functionality from within the Copilot help pane, to ask questions for quick resolution of the case. To enable it navigate to Customer Service admin center >> Agent Experience >> Productivity >> Copilot help pane (preview) (Manage) Check Make Copilot available to agents option and save the settings. Back … Continue reading “Ask a Question...
Use Copilot to summarize cases – Dynamics 365 Customer Service
We can make use of copilot to summarize the cases. It applies to cases that are canceled and resolved also. To enable it Navigate to the Customer Service admin center >> Agent Experience >> Productivity >> Summaries (Manage) Check the Make case summaries available to agents option and save the setting. Now when we open … Continue reading “Use Copilot to summarize cases – Dynamics 365…...