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Extend D365 Customer Service Copilot: Ask questions about your data(verse)

Earlier this month I posted an article on how you can extend the Copilot that sits inside of Dynamics 365 Customer Service by using Prompt Plugins. If you haven’t had a chance to read that article yet, then you can do so here. In the article I exp...

dian74 2,473 Super User
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Add Dataverse knowledge to a Custom Copilot using Copilot Studio

Not too long ago we saw a complete user interface refresh in Copilot Studio, and a lot of new features that were announced during Microsoft’s Build event. One of the things that was announced, was the ability to add knowledge sources to a custom C...

dian74 2,473 Super User
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D365 Customer Service: Dialer Enhancements

The 2024 release wave 1 for Dynamics 365 brought us some awesome features for the Dynamics 365 CX apps. So far, this release packed a lot of cool and innovative stuff to make all of the different apps work better. In this article, I will discuss t...

dian74 2,473 Super User
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Extend D365 Customer Service Copilot with Prompt Plugins (preview)

The preview feature that I am writing about today is a feature that a lot of us have been waiting for! I am super excited that it’s finally here, and I think this will be a game changer for service organizations! If you are familiar with Dynamics ...

dian74 2,473 Super User
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Configurable Copilot Summaries for D365 Field Service

If your organization is using Dynamics 365 Field Service, then you probably have seen the summarization feature for bookings and work orders. This feature is currently in public preview and it uses artificial intelligence to generate a recap for a...

dian74 2,473 Super User
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Configure if Booking Status completes a work order

If your organization is using Dynamics 365 Field Service, then you might have come across a scenario where a field technician doesn’t need to fully complete a work order, but instead they need to partially complete a work order. There could be mul...

dian74 2,473 Super User
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Improved email attachment experience in D365 Customer Service

Here is another set of features that kind of snuck into Dynamics 365 Customer Service without anyone noticing! At least I didn’t notice until I opened an email message in Dynamics 365 Customer Service and saw some different options available for m...

dian74 2,473 Super User
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Copilot assistance for form fill in Model-Driven Apps

Believe it or not, I have actually received requests in the past where prospects wanted the system to automatically create records in Dataverse or Dynamics 365, which of course is kind of crazy! We always need to integrate with another system, or ...

dian74 2,473 Super User