Time and Expense Entry Agent Approval – using MS Copilot
In this blog, I’m going to share about Agent Approvals in Microsoft D365 related to Project Operations. In this short blog, we’re going to have a look at how Agent Approval work and its importance in MSD. Applies To: Project Operations Integrated with ERP, Project Operations Core PROBLEM STATEMENT: For project managers, one of the most time-consuming activities is the review and approval of time, expense, and material entries. Every record submitted by resources needs to be checked against company policies. Manual review often leads to mistakes, delays, and unnecessary back-and-forth between employees and managers. The challenge is clear: how do we reduce the burden of approvals while ensuring compliance with organizational policies? SOLUTION: Approvals Agent in Project Operations Microsoft has introduced the Approvals Agent, a feature within Dynamics 365 Project Operations powered by Microsoft Copilot Studio. The Approvals Agent automatically reviews time, expense, and material submissions against policy documents uploaded by the organization. Based on these policies: This means project managers only need to focus on exceptions, significantly cutting down review time. SETUP BY ADMIN: 2. A new Time and Expense Agent tab appears, allowing admins to upload policy documents for time, expenses, and materials. 3. The agent can run in two modes: Classify: Marks records as Ready for approval or Needs review. Final approval is still done manually by the manager. Classify and Auto Approve: Records that meet policy rules are automatically approved. BACKGROUND SETTING: New tab opens -> search Microsoft Copilot Studio -> Click on Create new -> Sign in for which user you want to use this feature (NOTE: This will be only visible to the user who is using their ID, Also User should have Time and Approval Agent security role, or another role that provides the same or greater privileges) ACTIVATE THE AGENT: ONCE THE CONNECTION REFERENCE IS MADE AND THE FLOWS ARE TURNED ON. You are set to go with the feature use. Last thing to configure is to update your Approvals rules Refer the image/file, you can add expense entry rules as well. After configuring all the rules, while you login with same user you will see AGENT APPROVAL area in the App. After classification, managers can view the list of reviewed entries. For each record, they can: EXAMPLE:Imagine a consulting company where: Here’s what happens with Approvals Agent: Conclusion: The Approvals Agent in Dynamics 365 Project Operations is a step forward in intelligent automation for project management. By leveraging Microsoft Copilot Studio and well-structured policy documents, organizations can cut down approval times and reduce mistakes. Thank you, Kalyani for your valuable inputs for this blog.
Speed Up Form Filling with Smart Paste (preview)
“I have been annoyed by the time-consuming process of completing forms and wished I could just take the data straight from an existing note, document, or email?” Now in preview for model driven apps, Copilot’s new smart paste feature will speed up and simplify the form fill process. The purpose of smart paste is to make form-filling as easy as copying and pasting. You can now fill out forms with ease using the data you already have, which will save you time and cut down on mistakes. Prepare yourself to manage forms in a more intelligent, efficient, and user-friendly manner.Consider the following scenario: you need to fill out a form with content from an email, document, or note. You can now just copy the text to your clipboard rather than painstakingly entering it all in. Simply use the regular paste shortcut (CTRL+V or CMD+V) or click the smart paste button without selecting any particular fields. Copilot makes suggestions inline within the form by analyzing the form and the copied content to determine what text might be used to fill in particular fields. The recommendations that suit you can be reviewed and accepted; as usual, nothing is kept unless you give your approval. Suggestions will be immediately discarded if they are ignored, and the ability to clear all of the form’s suggestions will be added in future.Users can select the smart paste button or use the keyboard shortcut to receive suggestions for fields. Text, choice, date, and number fields are the ones that Smart Paste currently supports. It is also not possible for Copilot to enter data in any fields that have field security enabled. Arabic,Chinese (Simplified), Czech, Danish, Dutch, English (US), Finnish, French, German, Greek, Hebrew, Italian, Japanese, Korean, Norwegian (Bokmål), Polish, Portuguese (Brazil), Russian, Spanish, Swedish, Thai, and Turkish are among the languages that Smart Paste supports.How to enable it?By making the following two changes in the Power Platform admin center, under Settings > Product > Features > AI form fill assistance section, you can leverage smart paste in your model-driven apps:1. In the Enable this feature for field, make sure that All users immediately is selected.2. Set Enable smart paste (Preview) to On. In conclusion, the new Smart Paste feature from Copilot is a game-changer for anyone who finds the process of filling out forms time-consuming and repetitive. By allowing users to seamlessly copy and paste data from existing documents, emails, or notes, Smart Paste streamlines the form-filling experience. It reduces errors, saves time, and ensures a more efficient workflow by automatically suggesting relevant data for each form field. Whether you’re dealing with text, choice, date, or number fields, Smart Paste is designed to make form management easier and more intelligent. With support for multiple languages and a focus on user privacy and control, Copilot’s Smart Paste is poised to enhance productivity and provide a smoother, more intuitive form-filling experience. Thank you, for your valuable inputs Arvind!
Summarize and Track Recent Changes in Copilot
Problem Definition: Before the feature was introduced, Dynamics 365 CRM was primarily focused on manual processes for summarizing and tracking changes to customer records. It was a manual approach for reviewing customer records to identify and summarize changes which was eventually time-consuming and inefficient, especially for large datasets. Manual analysis could lead to inconsistencies and errors in data interpretation and often provided limited insights into trends, patterns, or anomalies in customer data. These challenges highlighted the need for a more efficient and automated solution to summarize and track changes to customer records in Dynamics 365 CRM. Solution: Copilot in Dynamics 365 Sales offers a comprehensive solution for tracking and summarizing recent changes to customer records, providing sales teams with valuable insights and streamlining their workflow. Currently the feature works for giving the insights for the summary of Opportunity, Account and Lead entities. Key Features and Benefits: Practical Use Cases: Integration with Other Dynamics 365 Features: Copilot seamlessly integrates with other Dynamics 365 features, enhancing its capabilities. For example: By leveraging Copilot’s change tracking capabilities, sales teams can improve their efficiency, make data-driven decisions, and enhance their overall customer experience. Field Configuration for generating summaries and recent changes: By default, Copilot uses a set of predefined fields, but administrators can add other fields to make the summaries more relevant for their specific business needs. Steps to configure: In case if your seller/user can’t see the recent changes summarization then check for the privileges assigned to them for the audits. Steps to check: Conclusion: Copilot offers a powerful solution for summarizing and tracking recent changes to customer records in Dynamics 365 CRM. By leveraging its AI capabilities, sales teams can gain valuable insights, improve efficiency, and make data-driven decisions. With Copilot, sales teams can optimize their workflow, increase productivity, and ultimately drive business growth. Copilot’s ability to provide real-time updates, personalized summaries, and integration with other Dynamics 365 features makes it a valuable tool for organizations looking to optimize their customer relationship management processes. Thank you, Sankalp for your valuable inputs for this blog.
Microsoft Copilot for Sales app in Outlook – New User Experience
Microsoft Copilot for Sales is an AI assistant designed for sellers. The Microsoft Copilot for Sales app in Outlook provides recommendations and information to help you stay connected to your customers, minimize data entry, and personalize your engagements to close deals faster with higher win rates. General availability: 01st April 2024 Prerequisites: Key Features: This capability seamlessly integrates Copilot for Sales into Copilot in Microsoft Outlook to provide dynamic, context-aware replies. This integration not only streamlines your email communication process but also adds significant sales value. Step 1: Ensure you have the Copilot for Sales app added to your Outlook Step 2: Generate Email Content with Copilot Capabilities by clicking on Draft an Email and choose from the three options – Reply to an inquiry, Make a proposal or Address a concern. Copilot for Sales will prepare a draft email as per the option selected. Step 3: Copy the content or Adjust the draft by clicking the ‘Copy content’ button or adjust the draft email by clicking the ‘Adjust draft’ option. Step 4: Adjust the draft email by changing the length as Short, Medium & Long or adjust the tone as Formal, Professional or Friendly Step 5: Suggest a meeting time to include in the email by choosing from the suggested time slots. Change the language for the email from the available options 2. Related CRM Records Access and view related CRM records directly within the unified view, eliminating the need for switching between tabs. 3. Contact, Account, and Opportunity Summaries: Gain quick insights into contacts, accounts, and opportunities, enabling informed decision-making at a glance. Conclusion: Microsoft Copilot for Sales represents a significant leap forward in empowering sales teams with actionable insights, seamless collaboration, and enhanced productivity. With its intuitive interface, integrated capabilities, and focus on delivering value, Copilot for Sales is poised to transform how sales professionals engage with customers and drive business growth. Stay tuned for the launch of Microsoft Copilot for Sales and unlock the full potential of your sales endeavors with intelligent insights and efficient workflows. Thank you, Sayantan for your valuable inputs to this blog!!
How to create a chatbot using Generative AI using MS Copilot Studio
Hello everyone, and welcome to the blog, In this blog, we are going to create a simple yet effective chatbot by using Generative AI by just providing the Website URL or a document with some information related to a Topic. Prerequisite: Login to Microsoft CoPilot Studio and sign in or sign up for a free Microsoft Copilot Studio instance. Let’s Start by creating a new CoPilot as shown below: Following this step, you will be able to configure the CoPilot Name and the language that you would like Copilot to speak. There are several languages available for selection. I’ll be sticking to English for the time being. You can see that there is a dialog box to enter the website URL that you want to use to generate the generative answers in the screenshot above. I’ve entered the Amazon URL for the time being. After completing the required fields, click Create to start a new CoPilot. And allow time for the CoPilot to be built. After giving some time to build Microsoft copilot you will get you Chatbot as shown in the screenshot below I’ve now included a website URL so you can get the response. So let us try posing a relevant question. As you can see in the screenshot above, I asked a question regarding the price of the iPhone 15, and it produced an answer based on the reference link I gave. As you can see, it provides the appropriate link for you to purchase the item. Let’s click the link to view the outcome. The same is shown in the screenshot below. Here’s how to enhance the intelligence and effectiveness of your chatbot and apply it to business solutions to utilize your customer experience in a low-code, no-code manner. Additionally, you can increase the number of website URLs that your chatbot cites. Navigate toward the Generative AI Tab, as indicated in the screenshot below, to add more website URLs. The Generative AI Tab overview is displayed in the screenshot below. You can add more website URLs in the places on the right that are highlighted. in order for your chatbot to respond to additional inquiries. You can also see that you may give your bot document references to generate extra answers in the highlighted section above. Let’s explore how we may upload a document and provide our bot with extra data. As seen in the screenshot below, I have a Word document with information about Shekaru, an Indian giant squirrel. The chatbot won’t be able to provide you with information about it if we ask it before uploading the documents. An example of this can be seen in the screenshot below. Fig. 1: Because we haven’t given the chatbot any information about Shekaru, it is unable to comprehend the inquiry. Fig. 2: A document with Shekaru-related information. Note: (This information I have taken from Wikipedia the link for the same Click here) We will now upload this document as it appears in the screenshot below. As seen in the screenshot below, once the document has been uploaded, it will appear in the Upload Document Section. And now that we’ve uploaded the document with Shekaru-related information, we’ll be asking the chatbot questions about Shekaru. We would rephrase the query that the chatbot was unable to respond to the first time. As we ask the same question, “What is Shekaru?” we can see that in the screenshot above. It is capable of providing answers and summaries for the data from the uploaded documents. For the blog, that was all. I sincerely hope you enjoy this blog. If you do, kindly let me know, and feel free to leave a comment with any recommendations. Thank you, Rasik for your valuable insights!
Compose and send email messages using Co-pilot
Introduction: Copilot introduces a feature into Dynamics 365, enriching the user experience and enhancing the functionality of Dynamics for its users. Copilot for Email Features: Enable Copilot Feature: – How to Enable Copilot for Environment How to Use Copilot in Email Messages Thank you, Amisha for your valuable inputs!