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Dynamics Dojo
United Kingdom
เข้าร่วมเมื่อ 19 พ.ค. 2023
Welcome to Dynamics Dojo, your hub for insightful tutorials on mastering Dynamics 365, the Power Platform (Power Apps, Power Automate, and Copilot Studio), and relevant Microsoft technologies. My aim is to share knowledge and skills, so you can build amazing Business Applications. With a focus on why certain features are important and how they'll actually benefit businesses, users and the global community.
I have over 14 years of consulting experience implementing Microsoft Dynamics 365 Customer Engagement (CRM) and Power Platform solutions for organisations worldwide. My passion is sharing this knowledge with you.
Videos with subtitles in the following languages:
Japanese | Hindi | Portuguese
🙏 Connect DynamicsDojo
☕ Buy me a coffee: buymeacoffee.com/DynamicsDojo
Disclaimer
Information provided in videos on this channel should not replace professional advice, aa ll information is used at the user's own risk. Always test in trial environment first.
I have over 14 years of consulting experience implementing Microsoft Dynamics 365 Customer Engagement (CRM) and Power Platform solutions for organisations worldwide. My passion is sharing this knowledge with you.
Videos with subtitles in the following languages:
Japanese | Hindi | Portuguese
🙏 Connect DynamicsDojo
☕ Buy me a coffee: buymeacoffee.com/DynamicsDojo
Disclaimer
Information provided in videos on this channel should not replace professional advice, aa ll information is used at the user's own risk. Always test in trial environment first.
Get started with Microsoft Copilot - the easy way
Find the world of Copilot a bit daunting? So much information you don't know where to start? That's why this video exists. It will take you through some key resources and training of how to start learning the various Copilot offerings from Microsoft. Use the Chapters to skip to whats most useful to you. If you enjoy the video subscribe and support my channel and get notified of more videos I post on this topic and more related to Power Platform and Dynamics 365.
Chapters
0:00 - Introduction
0:30 - AI Background / Level set
2:38 - Microsoft 365 Copilot (M365 Copilot)
3:39 - Writing Prompts for Copilot
4:40 - Copilot Lab
5:15 - Microsoft Copilot Adoption
6:00 - Microsoft AI Learning Hub
6:25 - Dynamics 365 Copilot
7:53 - Copilot `studio
Useful Links
copilot.cloud.microsoft/en-gb/prompts
adoption.microsoft.com/en-us/copilot/
learn.microsoft.com/en-gb/ai/
aka.ms/copilotstudiodemo
aka.ms/copilotstudiosizzle
aka.ms/copilotstudiodocs
learn.microsoft.com/en-gb/training/paths/copilot-foundations/
learn.microsoft.com/en-gb/training/paths/work-power-virtual-agents/
adoption.microsoft.com/en-gb/copilot-scenario-library/
Prompting Tips for Copilot! Microsoft Copilot Tips and Tricks to Boost Your Productivity
🔔 Hit that Notification Bell: 🔔
Don't miss out on the chance to supercharge your Power Apps and Dynamics 365 journey! Subscribe, like, and hit the notification bell to stay tuned for more game-changing insights, tutorials, and updates.
🌟 About 🌟
At Dynamics Dojo, I'm dedicated to simplifying the complex world of Microsoft technology, Business Applications (Dynamics 365 CE/CRM), Power Platform and beyond. My mission is to empower users like you with the information and tools you need to succeed. Join me on this journey of exploration and transformation.
👇 Connect with me:
📧 Subscribe: youtube.com/@DynamicsDojo?sub_confirmation=1
☕ Buy me a coffee: buymeacoffee.com/DynamicsDojo
Music from Uppbeat (free for Creators!):
uppbeat.io/t/moire/new-life
License code: 2H8KFPRUJAWBCXJU
#microsoft #m365 #DynamicsDojo #M365Copilot #copilot #microsofexcel #excel #prompting #word #teams #d365 #copilotstudio
Chapters
0:00 - Introduction
0:30 - AI Background / Level set
2:38 - Microsoft 365 Copilot (M365 Copilot)
3:39 - Writing Prompts for Copilot
4:40 - Copilot Lab
5:15 - Microsoft Copilot Adoption
6:00 - Microsoft AI Learning Hub
6:25 - Dynamics 365 Copilot
7:53 - Copilot `studio
Useful Links
copilot.cloud.microsoft/en-gb/prompts
adoption.microsoft.com/en-us/copilot/
learn.microsoft.com/en-gb/ai/
aka.ms/copilotstudiodemo
aka.ms/copilotstudiosizzle
aka.ms/copilotstudiodocs
learn.microsoft.com/en-gb/training/paths/copilot-foundations/
learn.microsoft.com/en-gb/training/paths/work-power-virtual-agents/
adoption.microsoft.com/en-gb/copilot-scenario-library/
Prompting Tips for Copilot! Microsoft Copilot Tips and Tricks to Boost Your Productivity
🔔 Hit that Notification Bell: 🔔
Don't miss out on the chance to supercharge your Power Apps and Dynamics 365 journey! Subscribe, like, and hit the notification bell to stay tuned for more game-changing insights, tutorials, and updates.
🌟 About 🌟
At Dynamics Dojo, I'm dedicated to simplifying the complex world of Microsoft technology, Business Applications (Dynamics 365 CE/CRM), Power Platform and beyond. My mission is to empower users like you with the information and tools you need to succeed. Join me on this journey of exploration and transformation.
👇 Connect with me:
📧 Subscribe: youtube.com/@DynamicsDojo?sub_confirmation=1
☕ Buy me a coffee: buymeacoffee.com/DynamicsDojo
Music from Uppbeat (free for Creators!):
uppbeat.io/t/moire/new-life
License code: 2H8KFPRUJAWBCXJU
#microsoft #m365 #DynamicsDojo #M365Copilot #copilot #microsofexcel #excel #prompting #word #teams #d365 #copilotstudio
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I was hoping you would cover how to define the filter options available after search results are returned. Documentation says it is based on the first 4 fields in the Quick Find view, but that doesn't match to what I see.
In Dynamics 365, the filter options available after search results are returned in Dataverse search (or global search) are indeed *typically* based on the first few columns of the entity's Quick Find view. However, sometimes this doesn't work as expected, and here are a few factors that could explain why you're not seeing the expected filters: 1. **Filter Fields in Search Indexing**: Dynamics 365 uses the fields indexed for search to define filters. If some fields are not set up for indexing, they might not appear as filters, even if they're in the Quick Find view. You can check this in the Dataverse or Power Platform Admin Center by reviewing the indexed fields for each table. 2. **Managed Properties on Fields**: Some fields, especially custom ones, may have managed properties that affect their availability for filtering. Ensure that the fields you want as filters are allowed to be used in Advanced Find and views. 3. **Field Data Types**: Not all field types are available as filters. Typically, text, option sets, lookups, and Boolean fields are eligible for filtering in search. Fields with complex data types (e.g., multi-select option sets) might not appear as filters. 4. **Customization Cache**: Sometimes, changes to Quick Find views or indexing settings don’t immediately reflect in search. If you’ve recently updated the Quick Find view or field settings, try clearing your browser cache or running a *reindex* on the entity/table to ensure the changes apply. 5. **Custom vs. Out-of-the-Box Entities**: For some custom entities or tables, filtering behavior might vary, especially if they were created with custom configurations. Let me know how you get on and the scenario of your search e.g custom table, custom fields, fields from related tables etc
Hope you enjoy this video and you learnt some new resources to help you on your Copilot discovery and learning journey! Please support the channel and subscribe. Here are some other Copilot related videos on the channel th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html See you soon
Use this video to help study for the PL-600 Microsoft Power Platform Solution Architect Expert certificate. It''ll be a great audio companion for consuming this learning content from Microsoft on the go. The playlist for this Learning Path is here th-cam.com/play/PL6yvHZjY29Ce9b8prCU6XJi3m0X-ihqH7.html The next video in this series is here: th-cam.com/video/RXxLp3w2_bQ/w-d-xo.html Check out other videos on the channel and checkout this Copilot and AI playlist: th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
Use this video to help study for the PL-600 Microsoft Power Platform Solution Architect Expert certificate. It''ll be a great audio companion for consuming this learning content from Microsoft on the go. The playlist for this Learning Path is here th-cam.com/play/PL6yvHZjY29Ce9b8prCU6XJi3m0X-ihqH7.html This is the final module in this learning path. Check out other videos on the channel and checkout this Copilot and AI playlist: th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
SIr, you are awesome. You saved me hours and hours of work. I am thankful to you. Microsoft documentation can be extremely complex sometimes.
Fantastic to hear! Glad it helped you. That's what my channel is for.
Does this work for virtual tables too?
Thanks for watching. Ive not tested dataverse search with virtual tables. But I found this community post suggesting it won't. I'll repost an update if I find a different answer. community.dynamics.com/forums/thread/details/?threadid=3467322c-510c-48bb-9078-db7060225f81#:~:text=Many%20features%20that%20affect%20table,search%2C%20and%20Power%20Pages%20solutions.
Use this video to help study for the PL-600 Microsoft Power Platform Solution Architect Expert certificate. It''ll be a great audio companion for consuming this learning content from Microsoft on the go. The playlist for this Learning Path is here th-cam.com/play/PL6yvHZjY29Ce9b8prCU6XJi3m0X-ihqH7.html This is the next module in the series th-cam.com/video/tqyiesGpaTg/w-d-xo.html Check out other videos on the channel and checkout this Copilot and AI playlist: th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
Hope you saw how Copilot Studio can be used very simply and quickly for fun use cases like the Uefa Euro 2024. If you want to see more Copilot features check out more videos here. th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
Use this video to help study for the PL-600 Microsoft Power Platform Solution Architect Expert certificate. It''ll be a great audio companion for consuming this learning content from Microsoft on the go. The playlist for this Learning Path is here th-cam.com/play/PL6yvHZjY29Ce9b8prCU6XJi3m0X-ihqH7.html The next video in this series is here: th-cam.com/video/TlUwNf3IEiA/w-d-xo.html Check out other videos on the channel and checkout this Copilot and AI playlist: th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
Use this video to help study for the PL-600 Microsoft Power Platform Solution Architect Expert certificate. It''ll be a great audio companion for consuming this learning content from Microsoft on the go. The playlist for this Learning Path is here th-cam.com/play/PL6yvHZjY29Ce9b8prCU6XJi3m0X-ihqH7.html The next video in this series is here: th-cam.com/video/LBK1pxwSU5I/w-d-xo.html Check out other videos on the channel and checkout this Copilot and AI playlist: th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
Does copilot help searching an email if we give it some clues about the email?
Thanks for watching @binee77. Copilot doesn't enhance email search currently. The closest thing to support would be "Summarize: Quickly extracts key points from email threads." Did you have any specific use cases in mind?
@@DynamicsDojo Yes I often forget who sent me the email and what was the name of the file the person shared but I remember the content of the email so I can describe it. That’s the search function I am waiting for in copilot.
@binee77 thanks for sharing. I can see how useful Copilot will be for this. When I see Copilot meeting this requirement I will drop you a reply about it. 😀
Hi @binee77. I've been able to test this a bit more. When you are in Teams or Outlook and you have access to Copilot, you will see the Copilot Icon on the left hand side. In Teams you may have to go to the ellipses to add apps and add Copilot from there. In Outlook you can expect it to display under the Mail and Calendar Icons. Once you see that and you click it, that takes you to Copilot chat, which will allow you to start writing prompts. Ask it to find you an email or attachment containing <keywords> and it will return you relevant results. The linked emails and documents will be linked below the response, where you can open them directly and check if they are what you are looking for. Hope this help.
@@DynamicsDojo Thank you. That's very kind of you to remember my very old query. That is extraordinary.
If you like seeing what Copilot can do in M365 check out this video on Copilot in Excel th-cam.com/video/rMcDCA0M4U8/w-d-xo.html For more Copilot in Dynamics and Power Platform check out this playlist. th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html Don't forget to subscribe to the channel.
If you like seeing what Copilot can do in M365 check out this video on Copilot in MS Teams th-cam.com/video/oLoHR6jB0pM/w-d-xo.html For more Copilot in Dynamics and Power Platform check out this playlist. th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html Don't forget to subscribe to the channel.
Amazing work @DynamicsDojo... Thanks for the clear explanation. You earned a subscriber. I request for a few more hands-on works using Co-pilot that helps us dive deeper that gives a lot more subscribers for you.
Thanks for watching! Glad this helped. I will try and get some more videos out on Copilot in Power BI when I can. If you're interested in more Copilot in the Power Platform I have a playlist here th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
Modern Advanced Find needs Dataverse Search - if you want to know more about Dataverse Search - check it out here th-cam.com/video/VCyLEC73YN4/w-d-xo.html. You can find more quick tips for D365 and Power Platform here - th-cam.com/play/PL6yvHZjY29CdEFIWCgQJX43WAk-FhVJJ3.html
Thanks for watching! Liked what you heard about Copilot? See some of the Copilot features in action here th-cam.com/video/cTN7zcSpshU/w-d-xo.html You can see more Copilot Features in Dynamics 365 and Power Platform here th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html More MS Learn videos here th-cam.com/play/PL6yvHZjY29Cf7NmowWfCIEA4VDmQDyfuw.html Comment below on what you'd like to see next. Interested to know if an MS Learn Audio Series is helpful?
Thanks for watching! If you want to learn more about Power BI Copilot you can check out the first in my MS Learn audio series here th-cam.com/video/J8Ht2hv7nM8/w-d-xo.html You can see more Copilot Features in Dynamics 365 and Power Platform here th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html More MS Learn videos here th-cam.com/play/PL6yvHZjY29Cf7NmowWfCIEA4VDmQDyfuw.html Comment below on what you'd like to see next.
Already have certificates? Don't let them expire, see how here th-cam.com/video/X45_ObEuEqw/w-d-xo.html I've got more great content here in the form of Copilot th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
Thanks for watching. This ones a super simple one, very basic but incredibly important. Don't lose all your hard work. If you want to build on your current certificates and add some applied skills check out this video here : th-cam.com/video/MU1Huk38lQs/w-d-xo.html Check out some Copilot videos I made here: th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
Hi @Dynamicsdojo have you been able to resolve the issue from Copilot email compose, 9:39? I'm struggling, two users are affected here, if I have the same security rights it works correctly.. But for them it does not. Error looks exactly as on your screen, there is nothing more.
Hi. I didn't resolve that issue. But in my most recent trial environment I haven't seen that error, it works fine. I always demo as System Admin. If it was me I'd make sure I was troubleshooting in a sandbox and only testing any potential resolution steps there. If you're in the sales App , I did a video on configuring Copilot in Sales, but this is using the latest preview features. Again I only recommend testing these in a sandbox. th-cam.com/video/fIIQRsSaoEU/w-d-xo.html Sounds like you don't get the error as Admin, but other users do. I would check any licensing allocation for those users and see if there are any security role privileges that may exist for Copilot or even Email Activity, as you need to have an email open to be able to use the Copilot Compose feature. At least in Sales app, you cannot select it until you have an email open. Hope you can resolve this soon.
Thanks for watching. There's plenty more videos for you to check out. For a playlist on Copilot go here th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html For a playlist on D365 Sales go here th-cam.com/play/PL6yvHZjY29CfPm_zAxHVZlmjsn_4-2rQ5.html Check out the channel for other videos on Dynamics 365 and Power Platform.
I've been going in circles through the documentation...your video actually made it clear. Thanks so much! Keep up the awesome work! 💪🤓
That's awesome to hear. So glad it helped you. Thanks for watching. Stay tuned to the channel.
Thanks for watching. Let me know if you have other topics you'd like to see me make videos on related to consultants delivering Power Platform and Dynamics 365 projects. Subscribe to the channel to get notified of my latest videos. You can see more Copilot videos here. th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html
Thanks for watching. Subscribe to the channel to get notified of videos I will release for 2024 release wave 1 features. If you want to learn more about Copilot features in Dynamics and Power Platform check out this playlist th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html.
Hope you like this video. A simple tutorial on how to get started with Copilot in Power Automate, no matter what your experience with Power Automate is. If you want to see more videos on Copilot in Dynamics 365 and Power Apps check out this playlist. th-cam.com/video/uAapXWrCcLo/w-d-xo.html Add your comments below on videos you'd like to see me make.
Thanks for watching. If you enjoyed this video check out this Admin playlist th-cam.com/play/PL6yvHZjY29CfVXcijfNKgCxbrdAHFn5d4.html . For Copilot in Power Apps check out my videos here th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html Let me know in the comments below if what you'd like to see videos on.
Thanks for watching. If you enjoyed this video check out this Admin playlist th-cam.com/play/PL6yvHZjY29CfVXcijfNKgCxbrdAHFn5d4.html . For Copilot in Power Apps check out my videos here th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html Let me know in the comments below if what you'd like to see videos on.
Hope you enjoyed this quick look at features in Microsoft Sales Copilot. If you want to see how to use Copilot in Dynamics 365 Sales watch here th-cam.com/video/PS80ng00TZg/w-d-xo.html. For more Copilot videos check out this playlist th-cam.com/play/PL6yvHZjY29CfnytYy6HSP8u8IUGC2f8Vl.html Thanks for watching.
Hey! I was wondering if you've had any success porting a GPT into copilot?
Hi thanks for watching. Interesting question. I've not actually looked at creating GPTs and using them with Copilot in Copilot studio. Maybe a video for the future. If I see any good examples I'll share here with you.
Thanks for watching. If you liked this video and found it useful please give it a like and subscribe to the channel. If you want to see more about using Copilot in Bing see chapter 1 of this video th-cam.com/video/W19bxOOHcOQ/w-d-xo.htmlfeature=shared. If you want to see more about Copilot in Dynamics 365 and Power Platform, you may like these: Copilot in D365 Sales : th-cam.com/video/PS80ng00TZg/w-d-xo.html Copilot in D365 Customer Service : th-cam.com/video/RRmEX-y2SeE/w-d-xo.html Copilot for building Power Apps : th-cam.com/video/aR8Fm_jqJzs/w-d-xo.html
Ty
Great overview. Do all of the copilots sync together or are you only able to use the specific copilot in the area you are working in?
Thanks for watching. The copilots don't sync together. But Microsoft are expanding the different data sources you can configure to have Copilot work with depending on the application your using. So it will be interesting to see how this all develops. Keep watching for updates I post on this in the future.
Thanks for watching. If you liked this video and found it useful please give it a like and subscribe to the channel. I have more videos on Copilot features in Power Platform and D365. Click the following links to discover more: Copilot in D365 Sales : th-cam.com/video/PS80ng00TZg/w-d-xo.html Copilot in D365 Customer Service : th-cam.com/video/RRmEX-y2SeE/w-d-xo.html Copilot for building Power Apps : th-cam.com/video/aR8Fm_jqJzs/w-d-xo.html
Hope you enjoyed this video highlighting the different training Microsoft has released to help you skill up on Copilot in various scenarios. If you want to watch tutorials I have made on Copilot then check these out: Create a Canvas App using Conversations with Copilot in Power Apps studio th-cam.com/video/aR8Fm_jqJzs/w-d-xo.htmlfeature=shared Copilot features in D365 Customer Service th-cam.com/video/RRmEX-y2SeE/w-d-xo.htmlfeature=shared Copilot features in D365 Sales th-cam.com/video/PS80ng00TZg/w-d-xo.htmlfeature=shared Head to the channel for even more videos and don't forget to subscribe.
Hi @DynamicsDojo Is it possible to interchange the side pane position (from left to right and right left to right) in the dynamics 365 CRM?
Hi. Thanks for watching. If you mean the navigation pane in a model driven app that currently displays different entities on the left hand side then no you cannot change that. You can configure what shows on that left navigation and break it up with sections. If you want more control over the look and feel of your app then try a canvas app and pull the data from dataverse. Good luck 👍
Thank you@@DynamicsDojo
What is the next best action for chat and voice transcripts using copilot in dynamics 365 CRM. Can you please help me on this.
Hi thanks for watching. I made another video about copilot features for chat in D365 customer service. th-cam.com/video/-1P0EEClVX4/w-d-xo.html
Hi@@DynamicsDojo , Thanks for the reply, In Customer Admin Center-->Agent Experience--->Productivity-->I don't see an option Copilot help pane(preview). I'm getting only Copilot help pane. Can you please help me on these.
Hi. Do you have the latest release wave update installed on your environment? Can you access any copilot features in your customer service trial?
Thanks for the reply. I am using the latest release wave 2 installed in my environment. But even though I am not getting the preview feature. Any suggestions please.
The trial needs to be in the United States region. That may have changed in the last few weeks to include some other regions. Not too sure which regions though. I'd recommend getting a new trial and setting the region to United States and that should work for you.
Thanks for watching. I hope you like this video of how to enable the new Power Apps Grid control. If you want to see how to adjust your emails using a new copilot control click here th-cam.com/video/hRlNhTfXS2c/w-d-xo.html. If you want to see the new preview feature in the timeline click here th-cam.com/video/XgXEm31j9Ik/w-d-xo.html. Thanks for watching and subscribe to the channel for more Power Platform and D365 tutorials.
If you want to see Copilot features in D365 Customer Service click here th-cam.com/video/RRmEX-y2SeE/w-d-xo.html. For Copilot Features in Power Apps click here th-cam.com/video/aR8Fm_jqJzs/w-d-xo.html. Hope you like the content and you learn something new. Subscribe for more Power Apps and D365 tutorials.
Thanks for making a video on this topic 😃
No worries!
In the first half of this tutorial your side pane copilot preview said "Your admin is getting Copilot set up. Come back later". Can I expect this to dissapear in a couple of hours or do I have to configure anything else before the features "Ask a question" and Write an email" becomes available? Thanks!
Thanks for watching. I believe it's 48hrs from when you enable Copilot preview. That was my observation from a Friday to Monday anyway. You shouldn't need to configure anything else. Good luck. Thanks for watching.
Nice video..Do you have architecture related information and diagram for customer service copilot?
Thanks for watching. Unfortunately I don't have any, but you may be able to access it here. partner.microsoft.com/en-us/training/assets/collection/dynamics-365-customer-service-copilot-workshop#/ If I find anything else I will add it in a reply.
What other quick tips do you want to see for Dynamics 365 and Power Platform? Leave comments below. Checkout this video for Copilot features in D365 Customer Service here th-cam.com/video/RRmEX-y2SeE/w-d-xo.html
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If you want to see more Copilot features in D365 Customer Service (Summarise Cases, Ask a Question, Draft an Email) and how to enable them, watch this video th-cam.com/video/RRmEX-y2SeE/w-d-xo.html
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