In the previous blog (Part I), you explored the overview of AI testing evaluation; now, you can dive deeper into the detailed functionality and practical implementation. If you work in IT, especially in a global organization, you understand how critical consistency and accuracy are in daily operations. As a Dynamics 365 CRM Engineer, you likely… Read More »
Microsoft Copilot in Dynamics 365 Sales provides powerful AI-generated insights such as Lead summaries, opportunity summaries, relationship intelligence, and email drafting suggestions. While many users interact with these prompts directly within the Sales app, fewer organizations leverage them in automated scenarios. In this blog post, we’ll demonstrate how to incorporate outputs generated by Copilot in… Read More »
As AI agents become deeply embedded in enterprise workflows, ensuring their reliability, accuracy, and consistency is no longer optional it is essential. Unlike traditional software systems, Copilot agents are powered by Large Language Models (LLMs), which inherently introduce response variability. Manual testing methods such as ad hoc question-and-answer validation do not scale effectively and fail… Read More »
In many organizations, invoice approvals are still manual, slow, and inconsistent. Small invoices don’t need human intervention, while high-value invoices must go through managers or finance teams. However, most systems treat all invoices the same, leading to delays and unnecessary approvals. In this blog, we design a smart multi-stage invoice approval process using Copilot Agents… Read More »
Managing the same knowledge across multiple Copilot agents often leads to duplication, inconsistent answers, and unnecessary maintenance overhead. Microsoft Copilot Studio solves this problem with Component Collections, allowing teams to centralize knowledge once and reuse it across multiple agents. In this step-by-step guide, you’ll learn how to build a reusable Component Collection in Microsoft Copilot… Read More »
In high-volume customer support environments, maintaining consistent interaction quality is a constant challenge. Support managers and supervisors often handle thousands of cases and conversations every month, making manual quality reviews slow, subjective, and limited in coverage. As a result, recurring issues such as incomplete resolutions, poor communication, or non-compliance with service standards often go unnoticed… Read More »
Manual email drafting can lead to delays, inconsistencies, and agent fatigue. The Copilot feature in the Dynamics 365 Customer Service workspace directly addresses this challenge. By analyzing the case context, Copilot instantly surfaces the most relevant pre-approved email templates. Agents can then select and personalize a professionally crafted response with a single click. This ensures… Read More »
Table of Contents 1. Introduction 2. Business Context: Vocational Assessment Reports 3. Solution Overview and Data Flow 4. High-Level Data Flow 5. Step-by-Step Configuration Create a Prompt in AI Builder (Copilot Studio) Set the Prompt’s Output to Document Prepare and Upload a Word Document Template Add Prompt Instructions and Inputs Test the Prompt Use Prompt… Read More »
Imagine you run a business that gets dozens or hundreds of order requests via email every day from new clients or repeat customers. Normally, each request follows a long manual sequence – first reading the email, then validating customer details, checking item availability in inventory, preparing a quote, sending it to the customer, waiting for… Read More »
Deep Reasoning in Microsoft Copilot Studio enables AI agents to analyze multi-step support scenarios, evaluate historical case data, apply business rules, and recommend well-reasoned actions similar to how an experienced support specialist thinks. AI agents are becoming a core part of customer service operations, but traditional conversational models often struggle when scenarios become complex, like… Read More »