Power Apps Vibe Coded Experience [Preview]

Coming from Canvas Apps to a full-fledged vibe-coded solution is the next thing in Power Platform. Let’s see how you can quickly turn things around for your team.

Let’s see how we can do this and what by Microsoft is on offer —

Power Apps Vibe Experience – What is it?

This is a vibe-coded experience provided by Power Platform to provide you a way to quickly prototype any department/use-case based application quickly and roll it out to users.
Here’s how we do it –

Pre-Requisites

  1. Assuming you have Admin access to Power Platform Admin Center, make sure that Copilot in Power Apps (preview) is turned On.


  2. Then, go the the Environment Settings as below then to Features.


  3. Once in Settings, look for Features and look for Enable External Models.


    And here’s the Enable External Models which need to be turned on.

  4. Then, navigate to https://vibe.preview.powerapps.com/ to enter the Vibe Coded Experience. And you enter the Portal directly.

  5. Start by describing the App through a prompt like this based on your use case –


  6. Then, it starts to prepare the App and also shows you the progress. The experience will also ask any relevant questions along the way.


  7. Once it has everything it needs, it’ll take you to the progress screen where you’ll see the App being made –


  8. Once the creation of App is created/completed, you’ll see the Plan mode where it describes what the App contents are.

  9. Then, in the Data mode below, you’ll be able to see an E-R diagram and also be able to Add more Tables and then establish relationships to further continue describing the App.

  10. And finally, there’s the App view where you can test the App on the fly with actual data that is connected.

  11. And then you can finally Publish this App.

  12. It’ll show how the App Publishing goes in progress.

  13. And once the publishing is done, you’ll see it this way ready to be used.


    In the upcoming blogs, I’ll show case how these can be used and deployed and embedded into.

Here’s what the Microsoft Documentation says – https://learn.microsoft.com/en-us/power-apps/vibe/overview?WT.mc_id=DX-MVP-5003911

Thank you!

Deploy Copilot for Sales in your organization – Part 1 | Provisioning

Here’s how you can setup Copilot for Sales in your organization given that you have the correct privileges –

  1. Make sure Copilot for Sales license is assigned to the User who will be using it.

  2. Then, in the Admin Center, go to Integrated Apps under Settings and look for Get Apps.


  3. Search for Copilot for Search in the box on the top right and Copilot For Sales will show up as follows.

  4. Once you click Get it now, you’ll need to confirm the same.

  5. It’ll then continue to setup and show the App that is getting deployed which is part of the Apps setup in M365 itself.

  6. It’ll also let you either select the Entire Organization or select the Users whom you want to deploy this to.

  7. Finally, Accept the permissions listed in case of no objections based on your orgs’ policies.

  8. You’ll need to re-authenticate with the Admin User you are using to set this up with.

  9. Once done, you’ll see that the permissions are accepted.


  10. And finally you can Finish the deployment.

  11. This is when the Deployment is completed.

  12. And you can confirm that the App is now enabled for the said user.

In the next post [Releasing on 8th May 2025], we’ll see how you can setup Copilot for Sales under it’s own Settings through a Tenant Administrator!

Hope this was useful!

Thank you!

Create your first custom Copilot for Customer Service Hub – Part 2 | Authentication

Now, you must have created your own Copilot to be deployed for the Customer Service Hub. If not, here’s the link to Part 1 of this blog – Create your first custom Copilot for Customer Service Hub – Part 1

Configure User Authentication with Microsoft Entra ID

Here’s how you can configure the User Authentication with Microsoft’s Entra ID for your Copilot to be authenticated with –

  1. Go to the Azure Portal [https://portal.azure.com/], then given the appropriate permissions your might have, you should be able to create an App Registration

  2. Now, create on New Registration –

  3. Now, give it a suitable name so that you can identify that the purpose of this App Registration is for Copilot. Select multi-tenant, leave Redirect URI blank and click on Register.

  4. Once ready, go to Authentication and then click to add Platform.


  5. In the platform selection, click on Web.

  6. Now, enter the URIs – First, enter the first URI, make sure to select Access tokens and ID tokens in Implicit grant and hybrid flows section and then click Configure.

    https://token.botframework.com/.auth/web/redirect
    https://europe.token.botframework.com/.auth/web/redirect



  7. Then, go ahead and add the Second URI from the main screen itself. Then, click Save and refresh the page once.

  8. Now that both the URIs are added, click on the configuration link to consider both the links for configuration.

  9. Now, you’ll be taken to this pane where you can click

  10. Now, both the URIs will appear here.

  11. Next, generate Client ID and Client Secret as you’ll need these details too –


Set Copilot Authentication to use Custom Authentication

Going back to the Copilot itself, set the Authentication you just created in the Azure Portal –

  1. Go to Settings on the Copilot to use the Custom Authentication.

  2. Go to Security section and then select Authentication.

  3. Select Authenticate manually and then enter the details as shown below. Enter the Client ID and Secret which you must’ve saved before.



  4. Next, come back to Copilot Settings and in Security, go to Settings and then look for Web channel security.

  5. Once you open it, you’ll find that the Secured Access is disabled. Go ahead and enable it.
    It takes up to 2 hours for it to take effect. Till then, old settings apply.

  6. Finally, in Channels, select Customer Service Hub so that you can connect to the Customer Service Hub.

  7. On the right hand side pane which opens up, you’ll see that this is not connected. Click the Connect button.


  8. It connects to Customer Service Omnichannel in a few moments.


Part 1: Create your first custom Copilot for Customer Service Hub – Part 1

Hope this was useful!

Thank you!

Create your first custom Copilot for Customer Service Hub – Part 1 | Create Copilot

Now, if you already have Copilot Studio in your Organization or have created a trail [Start your Copilot Studio Trial], you might be looking to build your first Copilot. Here’s how you can do it –

In this example, I’m creating a Copilot to help new Customer Service Reps at the organization to search and seek help about the organization itself quicker.

Create your Copilot

Here’s how you can start building your first custom Copilot –

  1. In your Copilot Studio environment, you must be seeing this New Copilot button in Copilot section. Click that.

  2. Here’s you need to start describing the Copilot you are looking to create. This is optional but recommended to do so as first step. It’ll ask you some questions on the context of the Copilot which you are looking to create.

  3. After it gathers some information from you, it’ll summarize what the Copilot is aimed to do.
    Now, once done you can click Skip to Configure to go to the next step.

  4. Further, you can name the Copilot and then start adding Knowledge by adding sources where the Copilot will source information from.

  5. Some of the most common ways for the Copilot to source knowledge from is from website and SharePoint data itself.

  6. In this example, I’m sourcing some information about whitepapers from thecompany’s website itself.

  7. Now, once this is ready, I’ll further proceed to Create the Copilot itself once relevant Knowledge links have been added as required. Once done, click Create.

  8. Now, once the Copilot is created – it’s ready to be configured further or even ready to be Published if nothing else is to be added at this point.
    You can scroll down in the details section and find that the Copilot is ready to be Published.
    Note that based on the Copilot settings for Channel, it’s only available to Teams at first – but you need to configure for other channels – like Customer Service Hub [in this case]


  9. Now that this is published. –

  10. Your Copilot is now ready!

In the next blog, we’ll connect this Custom Copilot to Customer Service Hub – Create your first custom Copilot for Customer Service Hub – Part 1 | Create Copilot

Hope this was useful!

Thank you!

Start your Copilot Studio Trial

Here’s how you can try out Copilot Studio for free first. Along with that, here’s the Copilot Studio Pricing – https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio#Pricing

Copilot Studio Trial

Here’s how you can start your own Copilot Studio Trial.

  1. Navigate to the Copilot Studio homepage – https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio
    You’ll see this Homepage and you can see a button to Try free

  2. Then, just like any other Sign up process for Microsoft products, you can start by the entering the Email of the org which you want to provision this on.

  3. Once you click Next, you’ll be asked to Sign In once everything looks good to be provisioned.

  4. Once you Sign In, you’ll be asked for Region and Phone.

  5. Once you click on Get Started, you’ll be asked for final confirmation and then it’ll start provisioning.

  6. Once you click on Get Started, it’ll take a few minutes to get provisioned.
    Then, you’ll finally see Copilot Studio show up. Select your region and Get Started.

  7. Finally, switch to the right environment which you wish to work on.
    It’ll start with a Welcome Wizard and you are ready to go and start your Copilot Journey!


    And this is where you can start exploring within the Copilot Studio!

Hope this was useful!

Thank you!

Project Status Update Reports on Projects using Copilot in Project Operations

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations]

Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage.

Enable Copilot For Project Operations

First, you need to ensure that Copilot is enabled for your Project Operations environment – Enable Copilot for Project Operations

Once this is enabled, you’ll be able to see Copilot on the ribbon button on the Project. Let’s look at the same in the below section.

Project Status Update Report

Now that you have Copilot enabled for Project Operations, you can now create Task Plans for a Project in Project Operations –

  1. When you navigate to a Project, you’ll see Copilot appear on the Ribbon given that you have enabled it for your Project Operations instance.

  2. Once you select Status Report, it’ll give you option to generate either an Internal or an External Report. Then it runs in the background and takes a few minutes till Copilot will gather all the information for you and generate a report.




  3. External Report generated is as below –



  4. Internal Report generated is as below –



Here’s Microsoft’s Full Documentation on how Project Status Update Reports are generated in Project Operations’ Copilot (Preview) – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/finance-operations/dynamics365-project-operations/generate-project-status-reports-using-project-manager-copilot?WT.mc_id=DX-MVP-5003911

Hope this was useful!

Thank you!

Risk Assessments on Projects using Copilot in Project Operations

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations]

Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage.

Enable Copilot For Project Operations

First, you need to ensure that Copilot is enabled for your Project Operations environment – Enable Copilot for Project Operations

Once this is enabled, you’ll be able to see Copilot on the ribbon button on the Project. Let’s look at the same in the below section.

Risk Assessment

Now that you have Copilot enabled for Project Operations, you can now create Task Plans for a Project in Project Operations –

  1. When you navigate to a Project, you’ll see Copilot appear on the Ribbon given that you have enabled it for your Project Operations instance.

  2. Once you select Risk Assessment, it runs in the background and takes a few minutes till Copilot will populate the Risks for you.



  3. Once this is generated in a few moments, it appears in the Risks tab on the Project itself.


  4. Additionally, you are free to use this in reporting as well

Here’s Microsoft’s Full Documentation on how Risk Assessments work in Project Operations’ Copilot (Preview) – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/finance-operations/dynamics365-project-operations/assess-issues-risks-project-using-project-manager-copilot?WT.mc_id=DX-MVP-5003911

Hope this was useful!

Thank you!

Enable Copilot for Dynamics 365 Sales environment

Copilot for Dynamics 365 Sales is in Preview at the point of writing this post. Hence, I’ll start by showing how you can turn Copilot for Dynamics 365 Sales on for your environment.

It is recommended to do this in your Sandbox instances first.

Enable Copilot for Dynamics 365 Sales

Given that you have the correct licenses setup and you are a System Administrator, you can follow the below steps in order to enable Copilot for Dynamics 365 Sales –

  1. Make sure you are in the Sales Hub app.

  2. And then go to the App Settings

  3. Here, you’ll see the Copilot as an option on the Sitemap, select that.

  4. Note that all the Settings are turned off by default.

  5. First thing you can do is, turn Auditing On. It’ll take a while to Save the changes in the background.

  6. Then, you can turn on other features which are in Preview On and enable the Copilot App based on your Published apps in your environment.

  7. Here are the Preview features which are listed under the See what’s in preview link in the above screenshot – https://learn.microsoft.com/en-gb/dynamics365/sales/view-copy-email-summary
  8. Once the changes are saved, it’ll look like this in the Published state. the selections will remain the Publish button will be disabled.

  9. At this stage, the Copilot has been enabled for the selected Apps in your environment.
    Now, you can move to other options like Opportunities and Leads tabs on the settings page.
    The Summary section in the entities will show which fields should be included in Summary information that Copilot will generate.
    The Recent Changes in the entities will show which fields should be included to keep track of the changes which happen on these fields.


At this point, you are all set in configuring Copilot in your Dynamics 365 Sales environment. Next, I’ll write about how we can use the features which we enabled in this post and I’ll share link of the upcoming post here.

Hope this helps!

Thank you!

Create Project Plan using Copilot in Project Operations

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations]

Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage.

Enable Copilot For Project Operations

First, you need to ensure that Copilot is enabled for your Project Operations environment – Enable Copilot for Project Operations

Once this is enabled, you’ll be able to see Copilot on the ribbon button on the Project. Let’s look at the same in the below section.

Task Plan

Now that you have Copilot enabled for Project Operations, you can now create Task Plans for a Project in Project Operations –

  1. Before you proceed to trying to create a Task Plan, the Copilot in Project Operations will look for data on the Project record such as the Description of the Project, Start Dates, End Dates etc as reference point in order to understand what type of Tasks are to be created.


    The sample Description I put for this Project is – “This project will be a 3-month implementation for Microsoft Dynamics 365 Project Operations with integration to F&O system. This project will involve developers to design, architect, develop code, test and deploy the same.

  2. Once Project details are in place and the Project doesn’t have a Project Plan yet. It should look something like this and having Copilot button on the ribbon visible.

  3. If you expand the menu, you’ll see that it has an option called as Task Plan. Click on it and it’ll begin processing operations and show loading screen while it processes in the background.


    And the loading screen will keep showing messages like Computing, Collecting, analysing etc.

  4. In a few moments, it’ll process successfully and you’ll see Tasks being generated in the Tasks pane on the Project. Note that it’ll only segment into tasks and sub-tasks based on the Description and Start/End Dates – it won’t assign anyone or estimate any hours.

Here’s Microsoft Documentation on how the Task Plan feature works. Please note that this in Preview at the time of writing this post – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/finance-operations/dynamics365-project-operations/generate-project-plans-using-project-manager-copilot?WT.mc_id=DX-MVP-5003911

Hope this post was useful!

Thank you!

Enable Copilot for Project Operations

Recently, you must have observed Copilot being introduced in every other Microsoft Business and M365 applications. Dynamics 365 Project Operations too being no exception! Here’s how you can get the same

Enable Copilot in Project Operations

Here’s how you can enable Copilot in Project Operations –

  1. In Project Operations app, Navigate to Settings in the SiteMap area –


  2. Then, Navigate to Parameters. Then, open the Parameter record itself (Avoid click on the Default Organization Unit as it’ll take you to the Org Unit record and not the intended Parameter record).

  3. Then, you can drop down from the Feature control and see that the Copilot option is available to enable for you.

  4. Once you click on it, it’ll ask you for confirmation. Click OK if everything looks good to you.


    It takes a few moments for Copilot to be enabled for Project Operations environment.

Disable Copilot

Here’s how you can disable Copilot if not needed –

  1. In case you don’t want to use Copilot and want to disable it, you can open the Parameter record in Project Operations’ Settings area and drop down from the Feature Control ribbon button to find that you can now Disable Copilot if it is in enabled state.

Hope this post was useful!

Thank you!