Tag: Copilot
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Utilizing Copilot for D365 Finance Inventory in Teams
The recent release allows users to view D365 Finance inventory directly within Microsoft Teams, utilizing the Copilot Studio for enhanced inventory visibility. Users can integrate data via Dataverse and create custom agents for inventory management. Key steps include enabling specific Dataverse entities, creating an agent, adding relevant knowledge tables, and publishing the agent in Teams.…
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Creating Sales Orders with Copilot & Teams in D365 Finance
The content discusses creating sales orders and lines in D365 Finance using PowerApps and Copilot Studio. It details step-by-step prompts, the usage of JSON for data formatting, and the integration of AAD tokens for authentication. It also covers creating sales orders via Microsoft Teams, allowing users to streamline order processing effectively.
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Unlocking Insights: Utilizing Telemetry & Copilot in Implementation Portal
Overview of telemetry Telemetry information in the Dynamics 365 implementation portal is available as a public preview. The features in the preview version are not intended for use in production and may have limited functionality. Telemetry information detects optimization opportunities and provides practical guidance based on usage patterns in customer environments. Results appear with severity…
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Understanding Copilot Summaries in D365FO
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…
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