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Extending Copilot in D365 Sales – Part 2

If you’ve worked with Dynamics 365 Sales, before most likely you’ve seen Copilot in Dynamics 365 Sales. Please note that I am not talking about Copilot for Sales, which requires an additional license, I am referring to Copilot that sits inside of ...

dian74 2,473 Most Valuable Professional
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Extending Copilot in D365 Sales – Part 1

You have most likely heard of all the different Copilots that Microsoft published in the past year, from Copilot in Microsoft Teams to Copilot in SharePoint, Dynamics 365 apps and of course Microsoft 365 Copilot which is grounded in business data,...

dian74 2,473 Most Valuable Professional
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Building Topics with Inputs & Outputs in Copilot Studio

There have been a lot of updates to Copilot Studio recently! During the Power Platform Community Conference Microsoft announced a lot of new features, but there were some other things that went unnoticed or were not mentioned. Maybe you’ve noticed...

dian74 2,473 Most Valuable Professional
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Case handling time (Preview)

Organizations might have the need to track the total time agents spend on cases for several reasons. By monitoring time, managers can identify areas where agents excel and where improvements are needed, ensuring resources are allocated effectively...

dian74 2,473 Most Valuable Professional
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Power Platform Community Conference Top Announcements

This year I attended the Power Platform Community Conference for the third year in a row. The event took place in Las Vegas, Nevada which was the same place the conference took place last year and the same place where it will be held next year. Th...

dian74 2,473 Most Valuable Professional
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New lead qualification experience

When 2024 release wave 2 came out, one of the features in the long list of updates for Dynamics 365 Sales was the new lead qualification experience. This feature was originally part of the first wave of the 2024 release wave, but unfortunately it ...

dian74 2,473 Most Valuable Professional
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Trigger Power Automate Flow from Button in Model Driven App

I have received several emails from people that asked me if it was possible to trigger a power automate flow (or workflow) from a button inside a model-driven app using the out of the box command bar editor. The answer to this question is an indir...

dian74 2,473 Most Valuable Professional
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2024 Wave 2: Copilot for Service

Welcome to the fourth article of my series on the 2024 Wave 2 release! In the past few weeks I have published 3 articles in this series about Dynamics 365 Sales, Copilot for Sales and Dynamics 365 Customer Service. In this article, I’m focusing on...

dian74 2,473 Most Valuable Professional