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
How to configure the Feature Release Setup in Power-Apps (preview)
Title: Feature Release Setup (preview)IntroductionIn Power Apps, configuring release channels is crucial for balancing stability with access to new features. Release channels allow app makers to choose update cadences that best fit their organization’s needs, whether they want regular, incremental updates or less frequent, more stable releases. The right configuration can ensure that new features … Continue reading How to configure the Feature Release Setup in Power-Apps (preview)
Title: Restoring Deleted Table Records in Microsoft Power Platform (preview)
Introduction In the dynamic environment of Power Platform, managing and manipulating data is an essential part of building business applications. Accidental deletions of records, however, can happen to anyone. Microsoft Power Platform’s recovery options provide a safety net, allowing users to restore deleted table records quickly and efficiently. This guide will walk you through the … Continue reading Title: Restoring Deleted Table Records in Microsoft Power Platform (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)
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
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 use Slicer Visual feature in Power BI (Preview).
Problem Statement: Hi there, and thanks for visiting the blog. Today, we're going to concentrate on the Slicer Visual, which is among Power BI's most engaging and user-friendly features. One kind of visual on a report page that filters other visuals is called a slicer. Slicers are displayed directly on the report canvas for everyone … Continue reading How to use Slicer Visual feature in Power BI (Preview).
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
How to Set up OneNote integration in Power apps
Introduction: Enabling OneNote integration to provide the advantage of seamlessly incorporating OneNote for capturing or revisiting customer notes directly within our records. This integration can be configured alongside SharePoint Online, but it requires a Microsoft 365 subscription for leveraging OneNote functionality within model-driven and customer engagement apps. Steps to Turn on OneNote integration. In the … Continue reading How to Set up OneNote integration in Power apps
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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