D365FOAdviceTips

Category: Copilot

  • Use adaptive Cards to update Items with lookup

    Use adaptive Cards to update Items with lookup

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    by

    Sebastien Manjony
    in

    The article discusses the use of adaptive cards in Copilot Studio to enhance chatbot interactions for D365 Finance. It provides a step-by-step guide on how to set up topics, retrieve item lists using Power Automate, and modify item names. Key processes include defining variables, obtaining AAD tokens, and performing HTTP operations to fetch and update…

  • Understanding Copilot Summaries in D365FO

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    by

    Sebastien Manjony
    in

    In this post we will talk about the Copilot summaries. What is their usefulness? How to use them? And what is the impact on the information that will be presented in these summaries? This is a first brief overview of what exists. Copilot contextual summaries are AI-generated summaries with information about the specific data present…