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

May 6, 2025May 18, 2025 priyeshwagh777 microsoft copilot copilot, copilot for sales setup, microsoft ai, microsoft copilot

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

Make sure Copilot for Sales license is assigned to the User who will be using it.
Then, in the Admin Center, go to Integrated Apps under Settings and look for Get Apps.
Search for Copilot for Search in the box on the top right and Copilot For Sales will show up as follows.
Once you click Get it now, you’ll need to confirm the same.
It’ll then continue to setup and show the App that is getting deployed which is part of the Apps setup in M365 itself.
It’ll also let you either select the Entire Organization or select the Users whom you want to deploy this to.
Finally, Accept the permissions listed in case of no objections based on your orgs’ policies.
You’ll need to re-authenticate with the Admin User you are using to set this up with.
Once done, you’ll see that the permissions are accepted.
And finally you can Finish the deployment.
This is when the Deployment is completed.
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!

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

July 10, 2024 priyeshwagh777 microsoft copilot ai, copilot, custom copilot, customer service, Dynamics 365, microsoft, microsoft copilot, Power Platform

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 –

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
Now, create on New Registration –
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.
Once ready, go to Authentication and then click to add Platform.
In the platform selection, click on Web.
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
Then, go ahead and add the Second URI from the main screen itself. Then, click Save and refresh the page once.
Now that both the URIs are added, click on the configuration link to consider both the links for configuration.
Now, you’ll be taken to this pane where you can click
Now, both the URIs will appear here.
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 –

Go to Settings on the Copilot to use the Custom Authentication.
Go to Security section and then select Authentication.
Select Authenticate manually and then enter the details as shown below. Enter the Client ID and Secret which you must’ve saved before.
Next, come back to Copilot Settings and in Security, go to Settings and then look for Web channel security.
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.
Finally, in Channels, select Customer Service Hub so that you can connect to the Customer Service Hub.
On the right hand side pane which opens up, you’ll see that this is not connected. Click the Connect button.
It connects to Customer Service Omnichannel in a few moments.

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

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

July 8, 2024July 10, 2024 priyeshwagh777 Dynamics 365 CE, microsoft copilot ai, artificial-intelligence, copilot, custom copilot, dynamics 365 custom copilot, microsoft, Power Platform

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 –

In your Copilot Studio environment, you must be seeing this New Copilot button in Copilot section. Click that.
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.
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.
Further, you can name the Copilot and then start adding Knowledge by adding sources where the Copilot will source information from.
Some of the most common ways for the Copilot to source knowledge from is from website and SharePoint data itself.
In this example, I’m sourcing some information about whitepapers from thecompany’s website itself.
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.
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]
Now that this is published. –
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

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Start your Copilot Studio Trial

June 15, 2024 priyeshwagh777 microsoft copilot ai, artificial-intelligence, copilot, Copilot Studio, Micorsoft Copilot Studio, microsoft, microsoft copilot, Power Platform

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.

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
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.
Once you click Next, you’ll be asked to Sign In once everything looks good to be provisioned.
Once you Sign In, you’ll be asked for Region and Phone.
Once you click on Get Started, you’ll be asked for final confirmation and then it’ll start provisioning.
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.
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!

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Project Status Update Reports on Projects using Copilot in Project Operations

February 27, 2024 priyeshwagh777 Project Operations ai, copilot, copilot for project operations, power apps, Power Automate, Power Platform, Project Operations, project status update report 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 –

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.
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.
External Report generated is as below –
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

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Risk Assessments on Projects using Copilot in Project Operations

February 27, 2024 priyeshwagh777 Project Operations ai, copilot, copilot for project operations, power apps, Power Automate, Power Platform, 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 –

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.
Once you select Risk Assessment, it runs in the background and takes a few minutes till Copilot will populate the Risks for you.
Once this is generated in a few moments, it appears in the Risks tab on the Project itself.
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

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Enable Copilot for Dynamics 365 Sales environment

January 16, 2024 priyeshwagh777 CRM with .NET Web Applications copilot, Dataverse, Dynamics 365, dynamics 365 sales copilot, microsoft ai, microsoft copilot, open ai, power apps, Power Automate, Power Platform

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 –

Make sure you are in the Sales Hub app.
And then go to the App Settings
Here, you’ll see the Copilot as an option on the Sitemap, select that.
Note that all the Settings are turned off by default.
First thing you can do is, turn Auditing On. It’ll take a while to Save the changes in the background.
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.
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
Once the changes are saved, it’ll look like this in the Published state. the selections will remain the Publish button will be disabled.
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.

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Create Project Plan using Copilot in Project Operations

January 3, 2024February 25, 2024 priyeshwagh777 Project Operations ai, copilot, copilot for project operations, Dataverse, Power Automate, Power Platform, project plan using copilot

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 –

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.“
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.
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.
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

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Enable Copilot for Project Operations

January 1, 2024 priyeshwagh777 CRM with .NET Web Applications copilot, Dataverse, power apps, Power Automate, Power Platform

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 –

In Project Operations app, Navigate to Settings in the SiteMap area –
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).
Then, you can drop down from the Feature control and see that the Copilot option is available to enable for you.
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 –

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.

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Power Automate Cloud Flows designer using Copilot | Now in GA

November 21, 2023 priyeshwagh777 Power Automate copilot, copilot in power automate, microsoft copilot, power automate flow

As Microsoft rolled out using Power Automate Cloud Flows designer using Copilot on 8th Nov 2023, here’s a look at how you can use it in your scenarios while designing Cloud Flows!

Copilot in Power Automate

As you might have noticed by now (based on the currently supported region you are in), Copilot is enabled in Power Automate Flow Designer directly!

You’ll notice that the Designer’s look and feel is new and refined than the previous UI. Of course, I’ll need time to get familiar with this in coming days. 😊
But I’ll share with you what I learnt so far.
Next, when you click on the Step, the Properties are on a left hand side pane so you don’t see a menu dropping down in your screen as before which needed you to scroll that used to make your Action go above the screen from the top
Once the Property pane appears, you can select the different types of Triggers available from the Runtime menu which was previously a Tab within the Action selection dialog box.
On the right hand side, you can see the Copilot button to show and hide the Copilot pane where you can type in your Commands.
Example, I can type in a query in natural language to retrieve records from Dataverse, for example. Here’s how it looks.
My request is then turned into an appropriate trigger retrieving the correct information I was looking for.
And if I check what was retrieved, I can click on this trigger to reveal the Properties and verify/change if I need to.
In case there’s something that isn’t clear to understand. You won’t be returned with any action taken on the Flow itself – probably you
Then, you can simply click on the thumbs down icon and submit your feedback.
I faced an issue while submitting Feedback but I think I might be missing something or this is being fixed still.
Further, here’s how the Add an action works – it simply reveals the pane on the right hand side which was previously a flyout menu.

Overall, the visual improvement helps in identifying with the structural flow of logic better and I’m looking forward for more updates on this is coming days/weeks and months!

For now, you can always go back to the classic designer by clicking on the ellipses and then selecting

Here’s a link to the Microsoft post on the announcement of this feature – https://learn.microsoft.com/en-gb/power-platform/release-plan/2023wave2/power-automate/use-power-automate-cloud-flows-designer-copilot?WT.mc_id=DX-MVP-5003911

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D365 Demystified

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