Introduction In this blog, I’ll share insights about an exciting advancement in Copilot Studio, the integration of the Dataverse MCP (Model Context Protocol) Server. This feature provides a seamless bridge between Microsoft Dataverse and Copilot Studio, enabling developers and makers to build intelligent copilots that can directly interact with enterprise data stored in Dataverse. Let’s … Continue reading Using the Dataverse MCP Server in Copilot Studio
Generative Pages in Model-Driven Apps
Introduction In this blog, I’m going to share details regarding a newly introduced feature for model-driven apps called Generative Pages. This feature lets developers design functional, modern pages for model-driven apps simply by describing their requirements in plain language. Here’s a hands-on look at this feature using Microsoft’s latest updates and a walkthrough based on … Continue reading Generative Pages in Model-Driven Apps
How to generate Model-Driven and Canvas Apps with Copilot
Introduction In this blog, I’m going to share about an exciting capability in the Power Platform: generating Model-Driven and Canvas Apps with Copilot. Traditionally, creating apps required a lot of setup defining tables, building forms, and wiring up relationships before you could even start testing your idea. This process often slowed down makers who wanted … Continue reading How to generate Model-Driven and Canvas Apps with Copilot
Time and Expense Entry Agent Approval – using MS Copilot
In this blog, I’m going to share about Agent Approvals in Microsoft D365 related to Project Operations. In this short blog, we’re going to have a look at how Agent Approval work and its importance in MSD. Applies To: Project Operations Integrated with ERP, Project Operations Core PROBLEM STATEMENT: For project managers, one of the most … Continue reading Time and Expense Entry Agent Approval – using MS Copilot
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
Explore Dynamics 365 Sales vs. Sales piece in Project Operations: Crucial Distinctions to Remember
For most organizations running on Dynamics 365 (D365), the traditional Sales module and the specific Sales in Project Operations are some of their best options of choice. These solutions are designed to serve distinct purposes that are aligned with different business needs. In this article, we will delve into various particulars of these differences, or more specifically, what the … Continue reading Explore Dynamics 365 Sales vs. Sales piece in Project Operations: Crucial Distinctions to Remember
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
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