Configuring Copilot by using Different End User Authentication for Actions

Copilot in Microsoft Dynamics 365 helps to streamline the sales process and close deals faster by reducing the time they spend usually on critical tasks. Copilot provides AI assistance to boost the productivity of the business, generative AI capabilities can be utilized for the summarization of records and email content generation. You can find more details about copilot in this Microsoft doc.

In this blog, let’s understand how to configure the copilot quickly and understand the end user authentications. While configuring the copilot there is a setting available that can be selected for the end user authentication.

There are two types of authentication that you can select depending on the business need. Two types of authentication available are:

• User authentication
• Copilot author authentication.

Curiosity led to the discovery of a Microsoft document that outlines the authentication methods and the supported channels, specifically detailing their impact at the end-user level.

Creating a new custom copilot from scratch:

To create a new custom Copilot, navigate to https://copilotstudio.microsoft.com/ and select the “New Copilot” option from the highlighted menu.

The following window will appear. You can proceed by clicking on “Skip to configure” to continue with the setup.

Enter the basic details as follows:

– Name: Provide a relevant name for your custom Copilot.

– Description: Add a brief description outlining the purpose and functionality.

– Instructions: Specify any instructions or guidelines for the Copilot’s operation.

Refer to the example below for guidance.

Adding Action to Copilot:

After creating the Copilot, scroll down to the “Actions” section. Use the “Add action” button to select and add predefined actions from the available list... Read More »

The post Configuring Copilot by using Different End User Authentication for Actions first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.