Category Archives: Copilot

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 »

Effortless Chat Replies with Dynamics 365 Copilot

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 »

Customize Your Copilot Agent in Dynamics 365 to Match Your Brand

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 »

How to Configure Generative AI Plugin in Copilot for Improved Customer Service

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 »