We worked as Power Platform Administrators for our client on one of their financial services projects, where we managed multiple Power Pages sites. One day, an AI-generated summary on one of our public portals accidentally revealed sensitive client information on a public-facing portal, and it quickly became a huge problem. This wasn’t just a small… Read More »
Logging time is nobody’s favorite part of the job. It’s repetitive, prone to mistakes, and usually eats up way more time than it should. But what if it didn’t have to be that way? Thanks to Copilot in Dynamics 365 Project Operations, time entry just got a major upgrade. Whether you’re tracking hours or adding… Read More »
Model-driven apps within the Microsoft Power Platform offer structured and efficient ways to manage business data. Now, with the integration of intelligent agents, these apps go beyond data handling, they become smarter, more responsive, and highly efficient in assisting users. This blog explores the two main types of agents available in model-driven apps: autonomous agents… Read More »
Copilot is an AI-powered assistant integrated into the Dynamics 365 Customer Service workspace that helps representatives respond faster and more effectively. The Draft a Chat Response feature allows agents to generate suggested replies automatically during live chat conversations. Instead of typing responses manually, agents can click a button to have Copilot draft a reply based… Read More »
In today’s digital world, creating a consistent brand experience is essential. Your Copilot agent, which serves as a vital point of interaction for customers, should reflect your brand. Making sure its visual design aligns with your identity can greatly boost user experience and build trust. In this blog, we’ll explore three effective ways to customize… Read More »
Microsoft has added new AI features to Dynamics 365 Customer Service to improve customer support. One of the most useful additions is the Customer Service (preview) plugin, which works right away with no setup needed. With this plugin, Copilot can get information straight from your case records and related data. Support agents can just ask… Read More »
In an era where AI is reshaping how businesses operate, the race to adopt the latest technologies is intensifying. One of the most exciting developments in this space is Microsoft’s Copilot ecosystem, from Copilot Studio to Copilot Agents and now deeply integrated across Dynamics 365 and Power Platform. But here’s the challenge Building and embedding… Read More »
In our last blog, “Automating Local Document Retrieval and Email Drafting with attachment by using Copilot Studio Part 1“ we discussed how a tailor-made solution developed with Microsoft Copilot Studio enables you to find and exact project information instantly from massive local document stores. We illustrated how the Copilot intelligently uses Power Automate and the… Read More »
In the age of information, effectively searching, aggregating, and sharing pertinent information is vital in terms of productivity. This blog describes an end-to-end solution developed with Microsoft Copilot Studio for automating information extraction from local document stores. Furthermore, it details the seamless drafting of emails, providing a holistic approach to information management and communication. Imagine… Read More »
In this blog, we will explore how you can simplify and accelerate your AI prompt creation process using Microsoft’s powerful “Draft with Copilot” feature in the AI Prompt Builder. Whether you’re drafting customer emails, summarizing feedback, or generating business proposals, this tool helps you create well-structured, context-aware prompts effortlessly, saving you time and improving consistency… Read More »