Introduction: In today’s fast-paced work environment, entering customer details manually into CRM can be time-consuming and repetitive. It often takes focus away from what matters—helping customers and closing deals. Small tasks like typing in names, phone numbers, or company info from a business card can add up quickly, especially when handling multiple inquiries. To solve… Read More »
As Microsoft’s Copilot becomes an integral part of the Dynamics 365 CRM ecosystem, understanding how users interact with it has become essential for businesses aiming to enhance their digital customer experience. Recently, a client approached us with a unique requirement – they wanted to capture the user details like username, Business Unit, Timestamp, and the… Read More »
Responding to customer inquiries quickly and accurately is essential for maintaining customer satisfaction. While agents have always been tasked with crafting personalized responses, the process can be time-consuming, especially when addressing multiple customer issues. This is where Inline Assistance with Copilot comes in, changing the way customer support agents respond to emails. Using AI, Inline… Read More »
Imagine having a way to instantly turn raw data into clear, insightful visuals without the hassle of manually gathering and updating information. As a Data Analyst, you know how challenging and time-consuming it can be to pull data from multiple CRM records, create reports, and keep charts updated whenever data changes. But now, Microsoft Dynamics… Read More »
Welcome to this curated collection of blogs, where we dive deep into the fascinating world of Microsoft Copilot Studio! Microsoft Copilot Studio is a graphical, low-code platform designed to empower users to create, customize, and extend intelligent agents (Copilots) tailored to their business needs. It enables developers and non-developers alike to build agents that integrate seamlessly with enterprise… Read More »
In this blog, we’ll explore how Microsoft’s AI-powered Copilot enhances text input in canvas apps, simplifying email writing, improving productivity, and ensuring clarity. We’ll guide you through using Copilot’s features for generating and rewriting content with tailored length and tone adjustments. In an era where digital interactions dominate, clear and effective text input is crucial… Read More »
Studies show that 70% of employees spend unnecessary time searching for information across multiple systems, leading to productivity losses and delayed responses. According to a Gartner report, inefficient knowledge management costs organizations an average of $1.5 million annually. Microsoft Copilot Agents, integrated with Dynamics 365 and SharePoint, eliminate these inefficiencies by delivering instant, context-aware responses.… Read More »
AI tools like Copilot in Dynamics 365 Sales are revolutionizing how organizations interact with data, automate tasks, and enhance customer engagement. For organizations leveraging custom sales applications within Dynamics 365, ensuring seamless access to Copilot is critical for maximizing its potential. By integrating the Copilot page into your custom sales app’s site map, you can… Read More »
Welcome to the world of Microsoft Copilot Studio, where we will learn to make use of yet another feature that is included in Microsoft Copilot Studio. Microsoft Copilot Studio allows users to upload images; now this feature allows your agents to analyse images and respond accordingly. Let’s see how to properly make use of this… Read More »
As a salesperson, your success depends on providing accurate and on-time information to your clients. Whether it’s product brochures, pricing details, sales pitches, or specifications, having instant access to this data is critical. Most of these clients store this kind of information in SharePoint folders, but searching for it manually can be time-consuming. This is… Read More »