Tag Archives: Copilot

Speed Up Form Filling in Dynamics 365 with Copilot’s Files and Form Fill Assist Toolbar

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 »

How to capture user questions asked to Copilot in Dynamics 365 CRM using Power Automate

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 »

Generate Smart Inline Email Drafts with Copilot in Seconds

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 »

Enhance Your Data Visualizations with Copilot

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 »

Generating Power Fx Formulas with Multi-Language Comment Support in Power Apps Using Copilot

The Comment-Generated Formulas feature in Power Apps lets you create Power Fx formulas directly from code comments. By typing `//` or ‘/*’ followed by a natural language instruction, Copilot can generate a relevant Power Fx formula tailored to your app’s context. You can choose to accept Copilot’s suggestion or edit the formula, using comments as… Read More »

Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)

In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics 365 CRM. Think of it as having a personal assistant integrated into your CRM system, providing real-time guidance and support as you work. Let’s explore how… Read More »

Webinar: A technical deep dive into How Copilot & Generative AI Can Transform Business Productivity

If you are one of the organizations enthusiastic about riding the Copilot wave but struggling to arrange the gear, this webinar by the Inogic Professional Services Division is for you. It would take you through the depths of the concept of Microsoft Copilot, Generative AI, Copilot Studio, and a live demo of a Copilot Application… Read More »

Compose or Reply to Emails using Copilot

Microsoft is known for staying up to date with the latest technological developments. In the previous blog, we saw how to integrate Sales with Copilot and how to make sales more efficient. Now, let’s move on to explore the second part of composing an email and take a closer look at how it is done.… Read More »

Building and Editing Power Automate Flows with Copilot’s Help

If you’ve already experienced creating a Power Page with Copilot, great! If not, click here to get started. This blog will now explore how Copilot collaborates with Power Automate and outline the necessary configurations or settings to enable Copilot in your environment. In our daily routines, automation has emerged as an essential component, offering time… Read More »