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 »
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 »