Time and Expense Agent [Production Ready Preview] – Part 1

August 31, 2025August 31, 2025 priyeshwagh777 Project Operations approvals agents, d365 project operations, microsoft ai, microsoft copilot, Project Operations

In between all the AI conversations, you wouldn’t want to be kept wondering what Agents in Power Platform/Dynamics 365 Applications are capable of.

So, the name of the Agent itself suggests their capability and one such agent is Time and Expense Agent.

Enable Time and Expense Agent

Just like any other Project Operations features, you can enable the Time and Expense Entry Agent from the Settings area as shown below –

Navigate to Settings and then to Parameters.
Then, drop down from the Feature control menu and then look for the Enable Time and Expense Entry agent option.
You’ll be asked to confirm and you can first read through the instructions.
Once you click enable, it takes a few moments to complete loading and then you get to Download the policy document for Time and Expense entries.
Once you click on Download, a Microsoft Doc it just opens in a new tab. Link: https://learn.microsoft.com/en-us/dynamics365/project-operations/approvals/approvals-agent-policy#policy-document-examplesnt-policy?WT.mc_id=DX-MVP-5003911

Scroll down in this document, you’ll find Policy Document for each type of Entry.
Click on the same and then you’ll be able to save a Doc file.

Download what is exported when you click the above link.
Here’s what the document looks like, it looks like an SOP designed for internal processes.
While you are reviewing the document, also note that the Time Entry agent is now a new area in My Work in Projects in your Project Operations SiteMap.

Setup Approvals Agents as an Admin

Now, you need to first set the Approvals Agent up so that it can be used –

Open Power Apps App Builder (https://make.powerapps.com/) and make sure to open the right environment.
Then look for the solution Project Service Agent
Then, open Objects and then Connection References. Look for the ones marked as Add to Solution as shown.
Then select CDS solution (If you can remember it from a while ago 😊). Then click Save.
Then open the CDS Default Solution as shown below –
In the solution, go to Connection References and you should see the ones which you added in earlier steps. Edit the added connection and then on the right hand pane, select New Connection.
Once you click on New Connection, it’ll open a New Tab and you’ll need to search Copilot Studio.
Click on it, and it’ll ask you to create a new connection. Click Create.
Then, you’ll be asked to login (most likely, you’ll want to use the logged in user)
Then, the Connection will appear once logged in. After this, go back to the Connection in the CDS solution.
You’ll now be able to select this connection.
You’ll be asked to Save Changes.
Then, once this is done, go back to Project Service Agent solution and go to Cloud Flows. Look for Approvals Agent trigger (Production-ready preview) and turn it on.

Watch out for Part 2 on this series to use the Approvals Agent! Coming Early Sep 2025.

Here are some Power Automate posts you want to check out –

Thank you!

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!

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

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

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

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!

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

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.

Hope this helps!

Here are some Power Automate posts you want to check out –

Thank you!

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

Hope this helps!

Here are some Power Automate posts you want to check out –

Thank you!

D365 Demystified

A closer look at Microsoft Dynamics 365.

microsoft copilot

Time and Expense Agent [Production Ready Preview] – Part 1

Enable Time and Expense Agent

Setup Approvals Agents as an Admin

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

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

Configure User Authentication with Microsoft Entra ID

Set Copilot Authentication to use Custom Authentication

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Start your Copilot Studio Trial

Copilot Studio Trial

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Enable Copilot for Dynamics 365 Sales environment

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Power Automate Cloud Flows designer using Copilot | Now in GA

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Enable Time and Expense Agent

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Set Copilot Authentication to use Custom Authentication

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