Category Archives: Copilot

Copilot Fall Release: Everything You Need to Know for Dynamics 365 Users!

Microsoft has officially dropped the Copilot Fall Release, and it marks a significant evolution in the world of generative AI. Going beyond the headlines and hype, this release is founded on a principle Microsoft AI CEO Mustafa Suleyman calls “human-centered AI.” The core mission is to shift the technology from demanding attention to giving users… Read More: Copilot Fall Release: Everything You Need to Know for Dynamics… »

How to Automate Post-Case Resolution Surveys in Dynamics 365 with Copilot and Power Automate (Preview)

Exceptional customer service doesn’t end when a support ticket is closed. In many cases, the most insightful feedback comes after the resolution. Microsoft Dynamics 365 now offers a preview feature that enables organizations to automatically send satisfaction surveys to customers once a case is marked as resolved. In this blog post, we’ll walk you through… Read More: How to Automate Post-Case Resolution Surveys in Dynamics 365 with… »

How to Create an AI Agent from a Form in Microsoft Power Pages using Copilot Studio

Introduction to AI Agents in Power Pages Microsoft Power Pages has introduced a powerful capability that allows creators to build AI-driven agents directly from forms. These agents are powered by Microsoft Copilot Studio, enabling seamless interaction between users and the data collected through Power Pages forms. This feature simplifies the process of embedding intelligent, conversational… Read More: How to Create an AI Agent from a Form in… »

Multilingual Agents in Microsoft Copilot Studio: Enabling Multi‑Language Conversational AI

Nowadays, customer interactions often span many languages. Microsoft’s Copilot Studio provides a powerful way to build multilingual agents, chat agents or bots that can seamlessly converse in more than one language while being maintained as a single agent. What is a Multilingual Agent? A multilingual agent in Copilot Studio is an agent that: Has one… Read More: Multilingual Agents in Microsoft Copilot Studio: Enabling Multi‑Language Conversational AI »

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 Use Copilot to Create Inspection Templates in Dynamics… »

How to Automate Dynamics 365 Using Computer Use in Copilot Studio?

Artificial intelligence is transforming the way we work, and Microsoft continues to push the boundaries with innovations in Copilot Studio. One of the most exciting preview features is Computer Use, a tool that enables Copilot agents to perform tasks directly on Windows desktops and web applications, just like a human would. Instead of relying on… Read More: How to Automate Dynamics 365 Using Computer Use in Copilot… »

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 Reference Previous Prompts in Copilot for Power Automate… »

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 Configure Disposition Codes in Microsoft Copilot Service Admin… »

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 Use Copilot Custom Prompts and AI Builder in… »

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