Navigate in D365F&O using Copilot (low code/no code)

 


Wassup guys?
Copilot of D365F&O has amazing capabilities: 
a. There are low-code.no code capabilities to enable OOB features (using Copilot topcs/agents), 
b. Write explicit X++ Plug-ins to enable highly intuitive responses that can do almost any activity, just by deciphering conversatinal NLPs, setup and configure periodic acitivites that can take care of as simple as reminding customers of outstanding balances to as complex as setting up complex integration activities.
With Copilot all you ned to do is to enable right thing at the right place -- and rest all is a Cake walk 🎂🎂🎂
The following is an example which shows how can you make your Copilot respond when you ask mundane questions like Navigating various URLs.
Let us begin by asking D365F&O sidecar the following question:

Which is certainly not a very impressive answer. 
An AI tool, if not able to answer such a mundane question like listing the vendors, what's the point of having it then?
Yeah, you can 'enable' the answer too. And that too without writting any single line of code. Let me show how.
Crawl into: https://copilotstudio.microsoft.com/  choose your D365F&O environment:


Click on + sign and select 'Send a message':


 And here you define the action:

Look at the response: the 3rd bracket showing in [Vendors] means: the ensuing text URL would be wrapped as an URL itself:




Which means, if I Save my changes and Publish and go back to my D365F&O and askk the same question again it will show:




Click on the Hyperlink, the vendor list would open, as expcted:

Conditional navigation:

We can further spllit the response by asking the system further questions: start with adding questions:

And then keep adding as many as options possible by Clicking on Add Options:


The result would keep adding the choices and store them as a variable call choice:





And there is a step that would keep splitting with multiple choices:


Keep adding messages for each of these choices:


So that consequently it looks like this:

Save and publish your changes, and go back to D365F&O and ask the question again, Copilot would reply as:


Whew!!! That's was pretty cool to have your Copilot instance be a little more lively, deciphering your questions as you are interacting with it, instead of mundanely giving you back Microsoft Learn links.
I would soon be back on another Copilot topic, another cool hack that you could leverage in your in your D365F&O instance. Till then, much love and Namaste as always 💓💓💓 


 


Wassup guys?
Copilot of D365F&O has amazing capabilities: 
a. There are low-code.no code capabilities to enable OOB features (using Copilot topcs/agents), 
b. Write explicit X++ Plug-ins to enable highly intuitive responses that can do almost any activity, just by deciphering conversatinal NLPs, setup and configure periodic acitivites that can take care of as simple as reminding customers of outstanding balances to as complex as setting up complex integration activities.
With Copilot all you ned to do is to enable right thing at the right place -- and rest all is a Cake walk 🎂🎂🎂
The following is an example which shows how can you make your Copilot respond when you ask mundane questions like Navigating various URLs.
Let us begin by asking D365F&O sidecar the following question:

Which is certainly not a very impressive answer. 
An AI tool, if not able to answer such a mundane question like listing the vendors, what's the point of having it then?
Yeah, you can 'enable' the answer too. And that too without writting any single line of code. Let me show how.
Crawl into: https://copilotstudio.microsoft.com/  choose your D365F&O environment:


Click on + sign and select 'Send a message':


 And here you define the action:

Look at the response: the 3rd bracket showing in [Vendors] means: the ensuing text URL would be wrapped as an URL itself:




Which means, if I Save my changes and Publish and go back to my D365F&O and askk the same question again it will show:




Click on the Hyperlink, the vendor list would open, as expcted:

Conditional navigation:

We can further spllit the response by asking the system further questions: start with adding questions:

And then keep adding as many as options possible by Clicking on Add Options:


The result would keep adding the choices and store them as a variable call choice:





And there is a step that would keep splitting with multiple choices:


Keep adding messages for each of these choices:


So that consequently it looks like this:

Save and publish your changes, and go back to D365F&O and ask the question again, Copilot would reply as:


Whew!!! That's was pretty cool to have your Copilot instance be a little more lively, deciphering your questions as you are interacting with it, instead of mundanely giving you back Microsoft Learn links.
I would soon be back on another Copilot topic, another cool hack that you could leverage in your in your D365F&O instance. Till then, much love and Namaste as always 💓💓💓