Now that Smart Grids are in public preview via model-driven apps views, users can rapidly locate, filter, and sort their data using natural language instead of complex advanced filters. By using AI, the functionality streamlines data administration and enhances user experience by turning grid views into a smooth interface for immediate responses, locating records and … Continue reading Simplifying Data Sorting, Searching and Filtering with Smart Grids (preview)
Speed Up Form Filling with Smart Paste (preview)
“I have been annoyed by the time-consuming process of completing forms and wished I could just take the data straight from an existing note, document, or email?” Now in preview for model driven apps, Copilot's new smart paste feature will speed up and simplify the form fill process. The purpose of smart paste is to … Continue reading Speed Up Form Filling with Smart Paste (preview)
Check out the Lead Qualification Experience in (Release wave 2)
Introduction: The business landscape is constantly evolving, and staying ahead means adapting to the tools and features that can streamline processes. With the 2024 Release Wave 2, Dynamics 365 Sales has introduced an exciting enhancement that promises to revolutionize the way businesses handle lead qualification. This update brings a fully customizable lead qualification experience, empowering … Continue reading Check out the Lead Qualification Experience in (Release wave 2)
Summarize and Track Recent Changes in Copilot
Problem Definition: Before the feature was introduced, Dynamics 365 CRM was primarily focused on manual processes for summarizing and tracking changes to customer records. It was a manual approach for reviewing customer records to identify and summarize changes which was eventually time-consuming and inefficient, especially for large datasets. Manual analysis could lead to inconsistencies and … Continue reading Summarize and Track Recent Changes in Copilot
Unlocking Insights: Microsoft’s New Timeline Highlights Feature
Microsoft has rolled out an exciting new feature that allows users to view key highlights of activities within Table record timelines, all powered by Generative AI. This feature is a game-changer for agents, enabling them to absorb crucial information efficiently and improving interactions with customers. #How It Works: The Timeline Highlights feature showcases relevant items … Continue reading Unlocking Insights: Microsoft’s New Timeline Highlights Feature
Microsoft Copilot for Sales app in Outlook – New User Experience
Microsoft Copilot for Sales is an AI assistant designed for sellers. The Microsoft Copilot for Sales app in Outlook provides recommendations and information to help you stay connected to your customers, minimize data entry, and personalize your engagements to close deals faster with higher win rates. General availability: 01st April 2024 Prerequisites: Copilot for Sales … Continue reading Microsoft Copilot for Sales app in Outlook – New User Experience
How to create a chatbot using Generative AI using MS Copilot Studio
Hello everyone, and welcome to the blog, In this blog, we are going to create a simple yet effective chatbot by using Generative AI by just providing the Website URL or a document with some information related to a Topic. Prerequisite: Login to Microsoft CoPilot Studio and sign in or sign up for a free … Continue reading How to create a chatbot using Generative AI using MS Copilot Studio
Compose and send email messages using Co-pilot
Introduction: Copilot introduces a feature into Dynamics 365, enriching the user experience and enhancing the functionality of Dynamics for its users. Copilot for Email Features: Suggests Content: Copilot for Email suggests content while composing or replying to emails. Timesaving: It aims to save time and effort by providing AI-generated drafts. User can use it as-is … Continue reading Compose and send email messages using Co-pilot
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