Unlocking Insights: Microsoft’s New Timeline Highlights Feature
Microsoft has rolled out an exciting new feature that allows users to view key highlights of activities within Table record timelines, all powered by Generative AI. This feature is a game-changer for agents, enabling them to absorb crucial information efficiently and improving interactions with customers. #How It Works: The Timeline Highlights feature showcases relevant items in a clear, bulleted format, making analysis quick and reference easy. This not only speeds up decision-making but also fosters transparent interactions with customers. #Where You’ll Find It: You can access the Timeline Highlights feature in various apps, including Dynamics 365 Customer Service, Sales, Marketing, Field Service, and custom model-driven Power Apps. This ensures a seamless experience across the Dynamics 365 ecosystem. #Enabling or Disabling Timeline Highlights: Here is how you can enable or disable Timeline Highlights at the app level: Step 1: Open the Power Apps Maker Portal. Step 2: Select the desired environment. Step 3: Navigate & Open the relevant Solution (where your Model-driven app is located). Step 4: Access Model-Driven App’s Commands, Edit, and open in a new tab. Step 5: Click on Settings. Step 6: Go to Features. Step 7: Toggle “Enable Timeline Highlights” to Yes to enable the feature or No to hide it and click Save. Step 8: Open the Model-driven App. Step 9: Open any record in Account to see the Highlights feature. Step 10: Click on Copy to copy the Highlights text. Step 11: Use Regenerate to update the Highlights based on the latest activities. #Conclusion: With Timeline Highlights, accessing and understanding critical information has never been easier. Whether you’re managing customer interactions or analysing data, this feature empowers you to make informed decisions swiftly. Try it out today and streamline your workflow in Dynamics 365! Thank you, Sayantan for your valuable inputs in 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!
Close opportunities effortlessly by prepopulating attributes
Introduction: How to use this feature: Conclusion: This feature represents an enhanced method for concluding opportunities, whether they are won or lost. Thank you, Amisha for your valuable inputs!
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!
Introducing the Cool and Crisp Makeover for Model-Driven Apps! 🚀🎨
Hey, app aficionados! Get ready to jazz up your model-driven apps because they’re getting a snazzy, modern, and totally refreshed look! 🌈✨ 🎉 What’s the Buzz? Turn on the “Try the new look” feature, and voila! Your Model-Driven Apps will be rocking updated styling, with cooler fonts, trendier colors, and even some magical shadows. It’s like giving your apps a makeover to align perfectly with the latest Microsoft Fluent design system. 🎨✨ 🚀 Why the Hype? This revamped look isn’t just for show – it’s designed to make your app experience smoother and more efficient. Imagine updated styling in form, view, and dashboard pages, creating an elevated, almost floating appearance! It’s not just a makeover; it’s an app revolution! 💻🚀 🔮 What’s in the Modern Magic Kit? 🎨 Command Bar Couture! Check out the floating command bar – it’s like the runway of your app, with rounded corners and consistent spacing. This isn’t just an update; it’s a fashion statement for your app’s command bar! 👩🎤💄 👀 View Pages that Wow! View pages are now the rockstars of your app. With a sleek command bar and the Power Apps grid control for infinite scrolling, data browsing just got a whole lot cooler. Your app just became the VIP lounge of data interaction! 🕶️📊 📋 Form Pages – Redefined Elegance! Form pages are strutting their stuff with a new command bar and refreshed headers, tabs, and business process flows. Quick views, card forms, and timelines also got a makeover. It’s not just a page; it’s a form of art! 🎨📝 💡 Field Controls – Styled to Perfection! Field controls like text input, lookup, and checkboxes are now the supermodels of Fluent design. Icons have shifted to the right for that perfect balance, and redundant icons have hit the road for a cleaner look. Your app’s fields just got a glow-up! 💅🌟 📊 Dashboard Page – Where Data Meets Glam! System dashboards are now flaunting the new command bar and a style that matches form and view pages. Monthly channel users get the Power Apps grid control for a dashboard that’s not just informative but also Instagram-worthy! 📸✨ 🚀 Activate the Glam! End-users, it’s your time to shine! Hit the “Try the new look” switch in the app header, and your app will transform into a modern marvel. Don’t worry; you can switch back anytime. It’s like having a magic button for your app’s wardrobe! ✨🔄 🚧 Limitations – Keepin’ It Real! Okay, so the mobile and mail apps are taking a rain check on the glam party. Also, classic theme customizations are making way for a new era. Change can be challenging, but it’s all for the greater good of app evolution! 🔄📱 Get ready to turn heads and elevate your app game because the future of model-driven apps is here, and it’s looking fresher than ever! 🚀💻✨ Thank you, Sayantan for your valuable inputs!
Create and edit tables using the table designer in Power Apps
By using the table designer in Power Apps Studio, you may create and modify Dataverse tables in canvas apps. Without leaving the program you’re using, you can manipulate the data in the table. Required permissions and limitations. Steps: Conclusion: We have the freedom to design data sources and record them in the Canvas app thanks to this capability. There is no need to travel to power apps to create a table. Thank you, Vijay for your valuable inputs to this blog!