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!