Category Archives: Copilot

How to Use Copilot to Create Inspection Templates in Dynamics 365 Field Service from PDF and Image Uploads (2025 Guide)

Microsoft’s Dynamics 365 Field Service mobile app empowers field technicians to manage tasks, log inspections, and ensure compliance directly from their mobile devices or browsers. A core feature of this platform is the Inspection Template, which helps technicians record system status quickly and accurately on-site. Traditionally, building inspection templates were a manual, time-consuming process. However,… Read More »

How to Reference Previous Prompts in Copilot for Power Automate Desktop: A Step-by-Step Guide

Building automation flows can be complex, especially when you need to repeatedly explain context or re-describe variables and actions to your AI assistant. But what if your AI companion could remember everything you’ve discussed and build upon previous conversations seamlessly? That’s exactly what Copilot in Power Automate Desktop delivers! Microsoft’s Copilot for Power Automate Desktop… Read More »

How to Configure Disposition Codes in Microsoft Copilot Service Admin Center

Have you ever closed a customer chat and wondered how to keep track of what actually happened? Was the issue resolved, escalated, or left open? This is where Disposition Codes in Microsoft Copilot Service Admin Center come in. Disposition Codes help agents categorize the outcome of each customer interaction across channels like chat. For managers,… Read More »

How to Use Copilot Custom Prompts and AI Builder in Dynamics 365 Sales

This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse, which you can read here. While that post focused on the setup and core concepts of the Prompt column, this article delves into how you can boost sales efficiency using Copilot custom prompts and AI Builder inputs. Sales… Read More »

How to Enable Copilot Chat in Model-Driven Apps: Step-by-Step Guide

Introduction: Managing CRM data often means endless clicks, multiple dashboards, and time-consuming searches. With Copilot in Dynamics 365 CRM model-driven apps, sales teams can now access information instantly through AI-powered chat. It is an intelligent system designed to understand your workflow. From tracking opportunities to summarizing customer interactions, your CRM (with AI Copilot) works like… Read More »

Unlock Your AI Potential: The Power of Copilot Consulting Services

The future of work isn’t just digital; it’s intelligent. We’ve moved past the era of simply digitizing tasks; today’s businesses demand smarter, context-aware systems that not only automate but also learn, adapt, and assist. It’s no longer about replacing human effort—it’s about enhancing it. In this landscape, Microsoft Copilot stands out as a transformative force.… Read More »

From Tedious to Effortless: How Copilot Transforms Time Entry in Dynamics 365 Project Operations

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 »

Empower Your Model-Driven Apps with Copilot Agents

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 »