# MSD Central Site

> Centralizing Dynamics 365 Expertise for You


## Posts

- [Copilot Studio: Extend your Agent with Model Context Protocol (MCP)](https://msdcentral.site/copilot-studio-extend-agent-using-mcp/): What is MCP? Model Context Protocol (MCP) represents a new standard for building secure and scalable AI extensions. In this blog, we explore how MCP enables developers to build modular, plug-and-play capabilities that Copilot Studio agents can invoke, making the agents more powerful, contextual, and personalized. Model Context Protocol (MCP) allows users to connect with existing knowledge servers and data sources directly within Copilot Studio. Connecting to an MCP server gives you access to: Copilot Studio currently only supports tools. Any tool published by the MCP server is automatically added as a tool in Copilot Studio. Name, description, inputs, and outputs […]
- [Copilot Studio: Create your first Autonomous Agent](https://msdcentral.site/copilot-studio-create-your-first-autonomous-agent/): Autonomous agents are advanced AI systems designed to operate independently, managing and automating complex business tasks to enhance efficiency and innovation within an organization. Unlike simpler retrieval-based or task-based agents, autonomous agents do not require constant human input. Instead, they are pre-programmed to respond to specific triggers or events. Key Characteristics: Sample Scenario: An autonomous agent can be set up to manage incoming emails. When a new email arrives (the trigger), the agent automatically researches the questions asked using predefined knowledge sources and drafts a professional response. This process includes consulting internal documents, websites, and other resources to provide accurate and […]
- [Copilot Studio: Configure an agent for Teams and Microsoft 365](https://msdcentral.site/copilot-studio-configure-an-agent-for-teams-and-microsoft-365/): How to Extend Microsoft 365 Copilot with agents? Microsoft 365 Copilot is an AI-powered productivity tool that keeps users in the flow of their work across Microsoft 365 applications. It provides default experiences for engaging with content and resources from across an organization. Using Copilot Studio, we can extend Microsoft 365 Copilot with a specialized agent built in Copilot Studio. There are two different ways agents can be added to Microsoft 365 Copilot: In this blog we can talk about creating a Copilot agent using Copilot Studio and how to Deploy it in Teams + Microsoft 365 channel. Create an Agent […]
- [Copilot Studio [Sample Use Case]: Use files from Azure Blob as Knowledge to Copilot Agents using Azure AI Search](https://msdcentral.site/copilot-studio-sample-use-case-use-files-from-azure-blob-as-knowledge-to-copilot-agents-using-azure-ai-search/): Azure AI Search enables intelligent, AI-powered search capabilities inside Copilot Studio, allowing bots to retrieve relevant information from structured and unstructured data sources. By integrating Azure AI Search, Copilot can search, rank, and return precise answers from documents, FAQs, policies, and other knowledge bases. Sample Use Cases Step 1: Create an Azure Subscription Azure is Microsoft’s cloud computing platform, offering a wide range of services, including computing, storage, networking, databases, and AI/ML capabilities. It enables businesses to build, deploy, and manage applications at scale. Azure provides powerful AI and machine learning (ML) services to enhance applications with intelligence. Two Key […]
- [Copilot Studio: Use Azure AI Search as Knowledge in Copilot Agents](https://msdcentral.site/copilot-studio-use-azure-ai-search-as-knowledge-in-copilot-agents/): Azure AI Search enables intelligent, AI-powered search capabilities inside Copilot Studio, allowing bots to retrieve relevant information from structured and unstructured data sources. By integrating Azure AI Search, Copilot can search, rank, and return precise answers from documents, FAQs, policies, and other knowledge bases. Advantages Pre-requisite Assumptions before proceeding to create Azure AI Search Service: You can refer to this blog to understand more on the above pointers.Click to View the Post Create an Azure AI Search Service What is Azure AI Search? Azure AI Search (formerly Azure Cognitive Search) is a cloud-based search service that enables AI-powered search over […]
- [Copilot Studio: Image Uploads in Copilot Agents](https://msdcentral.site/copilot-studio-image-uploads-in-copilot-agents/): Copilot Studio now allows users to upload images directly into the platform. Once uploaded, Copilot will analyze these images and provide contextually accurate responses based on the visual content. This feature is set to enhance the interaction quality by making AI responses more intuitive and visually informed. In generative mode, we can upload images directly into the chat canvas for the AI to reason over, making interactions even more dynamic and insightful. Let’s see how to Enable the Image Uploads. Test the Agent: Image analysis increases the use cases for custom Copilot Agents and helps to deliver more informed responses, […]
- [Copilot Studio [Sample Use Case]: Custom Copilot Handoff to D365 Customer Service](https://msdcentral.site/copilot-studio-sample-use-case-custom-copilot-handoff-to-d365-customer-service/): With Copilot Studio, we can configure our copilot to hand off conversations to live agents seamlessly and contextually. When your copilot hands off a conversation, it shares the full history of the conversation, and all variables collected in the interaction. Dynamics 365 Customer Service routes incoming escalations to the right queue, and a live agent can seamlessly resume the conversation. With this context, a live agent that uses a connected engagement hub can be notified that a conversation requires a live agent, see the context of the prior conversation, and resume the conversation. Use Case Scenario: In this Use Case […]
- [Configure and Use Microsoft Copilot for WhatsApp](https://msdcentral.site/configure-and-use-microsoft-copilot-for-whatsapp/): Microsoft Copilot is now available on WhatsApp. This innovative integration allows users to effortlessly harness the power of  AI to boost productivity and streamline their tasks. https://www.microsoft.com/en-us/microsoft-copilot/for-individuals/onwhatsapp Happy Copiloting !!!
- [Copilot Studio [Sample Use Case]: Copilot in Custom Website Integrated to Dataverse and AI Builder](https://msdcentral.site/copilot-studio-sample-use-case-copilot-in-custom-website-integrated-to-dataverse-and-ai-builder/): In this post, we’re exploring a practical implementation of Copilot Studio where a Copilot is deployed on a custom website integrated with Dataverse and AI Builder for enhanced functionality. What sets this solution apart is the use of Manual Authentication to securely connect the Copilot to external systems, specifically for interacting with Dataverse data and leveraging AI models. The Copilot helps users interact with customer records stored in Dataverse, using AI Builder to automate document processing and extraction tasks, like reading invoices or contracts. However, instead of relying on default Azure AD authentication, this solution implements manual authentication, giving developers […]
- [Copilot Studio: How to Configure Manual Authentication](https://msdcentral.site/copilot-studio-how-to-configure-manual-authentication/): The “Authenticate Manually” option in Copilot Studio is used to configure custom authentication methods when the default authentication flow is not applicable or desired. It allows developers to create custom authentication flows by managing tokens, credentials, or API keys manually, which are then passed to the Copilot for accessing various services or APIs. Some services require specific ways to handle authentication that may not align with Azure AD’s out-of-the-box support. Manually handling authentication allows you to work around these limitations. This action takes you back to the Platform configurations page. Now all the Setups are completed !!! Test the Copilot: Happy Copiloting […]
- [D365 : Allocate Capacity for Your Storage](https://msdcentral.site/d365-allocate-capacity-for-your-storage/): Finally after a Long wait !! This feature allows admins to enforce capacity usage limits at individual environment level for Database, File and Log. We can now allocate available storage capacity (Database, File, and Log) across different environments. For example, if we have a default environment and others, you can distribute the storage based on specific project needs. While we wait for Microsoft to Publish documentation about the feature, here’s what I see available today: Types of Capacity: As we already know the existing model, Overages occur when the storage capacity is exceeded. Microsoft allows us to monitor and send […]
- [Copilot Studio : Using Structured Data in Excel as SharePoint Knowledge Source](https://msdcentral.site/copilot-studio-using-structured-data-in-excel-as-sharepoint-knowledge-source/): In Microsoft Copilot Studio, you can harness structured data from Excel stored in SharePoint by using an Action with the Excel Online connector. This integration enables Copilot to retrieve and utilize Excel data as a knowledge source for automation or user queries. Large Language Models (LLMs) assist in defining the inputs and outputs, streamlining how data is processed and returned. This is particularly useful for handling dynamic data and automating responses based on real-time information from Excel sheets. Some of the Advantages are, Scenario: Current Behavior: How Copilot responds to Queries with Excel SharePoint Knowledge Source Configure Actions to use […]
- [D365 : Goodbye to Legacy Advanced Settings](https://msdcentral.site/d365-goodbye-to-legacy-advanced-settings/): The Power Platform Environment Settings app replaces the legacy Advanced Settings (web client) experience by providing a single unified experience for all developers to create settings for their applications. The New feature also provides the same security, access control, and extensibility features as the existing, legacy experience. How to Enable ? The new experience is currently in public preview and is available only for Organizations that have enabled the Advanced Settings redirection feature in the Power Platform admin center. The Differences: Below is the Legacy Web Client Interface. Below Screenshot is the new Advanced settings in the Unified Interface. Customizations: Administration: Microsoft Documentation References:https://learn.microsoft.com/en-us/dynamics365/sales/advanced-settings-new-experiencehttps://learn.microsoft.com/en-us/power-platform/release-plan/2024wave1/power-apps/use-power-platform-environment-settings-app
- [Copilot Studio : How to use Inputs on Topics](https://msdcentral.site/copilot-studio-how-to-use-inputs-on-topics/): Inputs on topics in Copilot Studio are used to capture information directly from users to dynamically guide the conversation and provide personalized answers. These inputs allow you to define fields where users can enter specific data during a conversation flow, which the Co-pilot uses to generate tailored responses based on that input. This Feature of having inputs and outputs on topics is the same concept that we have inside of actions. We might no longer have to create Question nodes in a custom topic to get user inputs. We will be able to use an LLM to be able to […]
- [Copilot Studio : Build Multi-Lingual Copilots](https://msdcentral.site/copilot-studio-build-multi-lingual-copilots/): In this post we can cover how to build multi-lingual Copilots in Copilot Studio by adding languages, managing localization files, and updating translations. We just need to learn to download localization files in JSON or RESX formats, utilize translation services, and implement changes which can work in real-time. This tutorial emphasizes the ease of enhancing conversational agents to support multiple languages. Advantages: Sample Use Cases: How to Build: Happy Copiloting !!!
- [Copilot Studio : Incident Creation in ServiceNow using Connector Action](https://msdcentral.site/copilot-studio-incident-creation-service-now-using-connector-action/): Integrating ServiceNow with Copilot Studio using the ServiceNow connector enables automatic incident creation. By configuring the “Create Record” action within the ServiceNow connector, Copilot can collect user inputs, like issue descriptions and priorities, and map them directly to ServiceNow fields. This integration streamlines the incident management process, reducing manual input and accelerating response times. Real-World Use Cases: This integration simplifies workflows, enhances user experience, and improves overall service efficiency. Creating a ServiceNow Trial Instance: Please find the below steps to create a Trial Instance for ServiceNow. https://developer.servicenow.com/dev.do Using ServiceNow Connector Action in Copilot Studio: Concatenate("email=",Topic.EmailId) First(Topic.UserRecord.result).name Check out the below […]
- [Copilot Studio : Integrate Service Now Knowledge Base using Connector Action](https://msdcentral.site/copilot-studio-integrate-service-now-knowledge-base-using-connector-action/): Integrating ServiceNow with Copilot Studio using a connector allows you to automate workflows and enhance bot capabilities. You can leverage the ServiceNow connector in Copilot Studio to perform actions like creating, retrieving, or updating service tickets. In this Post, we will be learning on how to integrate to ServiceNow Knowledge base by using ServiceNow Connector Action that is available in built in the system. In Short, below are the Steps to be followed. Creating a ServiceNow Trial Instance: Please find the below steps to create a Trial Instance for ServiceNow. https://developer.servicenow.com/dev.do Using ServiceNow Connector Action in Copilot Studio: Concatenate("email=",Topic.EmailId) First(Topic.UserRecord.result).name […]
- [Copilot Studio : Integrating AI Builder with Dataverse in Copilot](https://msdcentral.site/co-pilot-studio-how-to-use-ai-builder-integrate-with-dataverse-in-co-pilot/): AI Builder in Copilot Studio can be integrated with Microsoft Dataverse to harness the power of AI on your business data stored in Dataverse. Dataverse serves as the underlying data platform for Microsoft Power Platform and Dynamics 365, storing structured data like customer information, sales records, and more. By integrating AI Builder with Dataverse, Copilot Studio enables AI-driven insights on structured business data, enhancing decision-making and automation across your organization. In this Post, we can take up a simple scenario of getting the Case details from Dataverse, but the Copilot summarizes and presents the data in a particular format using […]
- [Copilot Studio : How to use AI Builder in Copilot](https://msdcentral.site/co-pilot-studio-how-to-use-ai-builder-in-co-pilot/): Microsoft Copilot Studio is a platform within the Microsoft ecosystem that allows users to create custom AI-driven experiences and workflows. AI Builder is a key feature within Copilot Studio, offering pre-built and customizable AI models that enhance automation and decision-making processes. By integrating AI Builder into Copilot, users can embed AI capabilities directly into apps and workflows, driving smarter business operations. AI Builder in Copilot Studio offers a powerful yet user-friendly way to integrate AI into everyday business tasks, driving efficiency and reducing manual workloads. How to Use AI Builder in Copilot Studio: The First Two Steps are already discussed […]
- [Copilot Studio : Introduction to AI Builder](https://msdcentral.site/co-pilot-studio-introduction-to-ai-builder/): Why AI Builder Integration? AI Builder integration within Microsoft Co-pilot Studio allows businesses to infuse powerful AI capabilities into their apps, workflows, and automation, without requiring deep coding or data science knowledge. AI Builder provides pre-built models and the ability to create custom AI models, which seamlessly integrate with Power Platform tools like Power Apps, Power Automate, and Dynamics 365. Before we go into the steps, just wanted to make sure that it’s understood that AI Builder is just another part of the power platform, just like power apps or power automate. Since AI builder itself is a separate learning, […]
- [Recycle Bin - Restore Deleted Records (Preview)](https://msdcentral.site/recycle-bin-restore-deleted-records-preview/): ** This is a preview feature and aren’t meant for Production use yet. ** As part of the regular business processes with D365, users often delete records either manually or systematically, either planned or by accident, via system processes, or bulk deletion. Retrieving deleted data is hard and often records aren’t always recoverable. To address this limitation, the recycle bin is available to recover table record data from any type of delete scenario within a specified configurable time frame. Enable the Recycle Bin Feature View and restore the deleted records in Power Apps Note: Viewing and acting on the deleted […]
- [Copilot with SharePoint Data Source](https://msdcentral.site/co-pilot-with-sharepoint-data-source/): This capability works by pairing your copilot with a URL, such as contoso.sharepoint.com/sites/policies. When a copilot user asks a question and the copilot doesn’t have a topic to use for an answer, the copilot searches the URL and all sub-paths. For example, a URL such as contoso.sharepoint.com/sites also includes subpaths like contoso.sharepoint.com/sites/policies. Generative answers summarize this content into a targeted response. When you publish your copilot, the calls using generative answers are made on behalf of the user chatting with the copilot, using the authentication settings configured in the copilot. By default, Copilot Studio is configured for Microsoft Entra ID authentication in Teams and […]
- [Power Platform - Low Code Platform - An Intro](https://msdcentral.site/power-platform-low-code-platform-an-intro/): The Microsoft Power Platform is a suite of low-code/no-code tools that empower businesses to build custom solutions, automate processes, and analyze data without the need for extensive coding knowledge. 
- [Microsoft Dynamics 365 - An Intro](https://msdcentral.site/microsoft-dynamics-365-an-intro/):  Dynamics 365 CE, also known as CRM, is a comprehensive suite of applications designed to manage customer interactions and relationships.
- [Microsoft Copilot - An Intro](https://msdcentral.site/microsoft-copilot-an-intro/): Copilot is Microsoft’s AI-powered assistant, designed to help users work smarter and more efficiently by providing intelligent suggestions, automating tasks, and enhancing productivity

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