Category Archives: Copilot

Generate Summary with Copilot in Dynamics 365 Field Service Mobile App (Part II)

In the field service industry, timely and accurate information is essential for ensuring operational efficiency. The Dynamics 365 Field Service Mobile App equips field technicians with the ability to access critical work order data, real-time updates, and essential features directly from their mobile devices. With the addition of the Copilot feature, technicians can now benefit… Read More »

Generate Work Order Summary with Copilot in Dynamics 365 Field Service (Part I)

A Work Order in Dynamics 365 Field Service is a critical document that outlines the specifics of a service request or job assigned to a technician. It encompasses all the necessary information, including the issues that need addressing, details about the customer, the tasks that must be completed, the parts required for the job, the… Read More »

Configuring Copilot by using Different End User Authentication for Actions

Copilot in Microsoft Dynamics 365 helps to streamline the sales process and close deals faster by reducing the time they spend usually on critical tasks. Copilot provides AI assistance to boost the productivity of the business, generative AI capabilities can be utilized for the summarization of records and email content generation. You can find more details… Read More »

Steps to Add Copilot Control to Your Rich Text Editor

Copilot is a powerful AI tool that enhances user experience by providing intelligent suggestions and automation. Whether you’re composing emails or working on other forms, Copilot helps you draft content faster and more efficiently by offering contextual recommendations and completing sentences based on the text you’ve already written. This feature is designed to boost productivity,… Read More »

Visualizing Data Models with Copilot in an ERD View

Exploring the capabilities of Copilot Studio within Microsoft Dynamics and Power Platform opens up new avenues for enhancing business application development. A critical aspect of this process involves constructing intricate data models that often include multiple tables. The introduction of the innovative ‘Create New Tables (Preview)‘ feature in Copilot Studio transforms this procedure by enabling… Read More »

Replace the copilot added to the site with another copilot available in Microsoft Copilot Studio

Power Pages Site Copilot offers quick and efficient assistance to your site visitors and users, resolving issues and answering questions directly on your website. In today’s digital world, businesses often run several websites for different parts of their operations. Managing customer interactions on all these sites can be tough, especially when trying to give a… Read More »

Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)

In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics 365 CRM. Think of it as having a personal assistant integrated into your CRM system, providing real-time guidance and support as you work. Let’s explore how… Read More »