TIDBITS on the Microsoft Power Platform

WeDoAI2024

Check out the great sessions on WeDoAI 2024

 

We Do AI 2024

AGENDA

• OpenAI, Azure OpenAI, Copilot(s)
• The Power Platform
• Microsoft Power Platform Model Driven Apps built by Microsoft
  • Microsoft Dynamics 365 Sales
  • Microsoft Dynamics 365 Customer Service
  • Microsoft Dynamics 365 Field Service
  • Microsoft Dynamics 365 Customer Insights
  • Microsoft Dynamics 365 Customer Journeys/Marketing
  • Microsoft Dynamics 365 Contact Center
• Microsoft Copilot Studio
• An Agent versus A Copilot

 

 

 

 

 

Guess Who?

Leveraging the Microsoft Stack

Although a direct API would be preferred, you also have the following power 

Microsoft Outlook

• An e-mail is received
• The e-mail has an attachment of an Excel Spreadsheet
• The spreadsheet is received every week and contains key data that validates information
• An Outlook rule moves this e-mail to a folder 

Welcome Microsoft Power Automate (flow)

• Pick-up the e-mail
• Save the Attachment
• Process the Attachment data and injected the data into Dataverse (Model Driven Power App)

Microsoft Power App

• Dashboards
• Comparisons
• Calculations
• Reporting errors 

There are many choices when it comes to business processes and eliminating manual steps. 

M365 Copilot Extensions from Copilot Studio with Mike Bassani

And the NA Summit kicks off with Copilot Studio. Good thing I was working on Adaptive Cards this morning and now in the presence of all the people who can answer my questions :) 

Yes, I am not afraid to ask question. (although not always in my best interest) 

For those who have access to Microsoft BUILD 2024 (or who sign up for access): Go watch BRK148: Extend Microsoft Copilot using Copilot Studio. This was the #1 watched session from the Business Applications group at Microsoft Build 2024. It is packed with great information.

Key Kickoff Tip: Cut through the noise - people want specific information, not a wave of information when they need an answer, and they don't want to do work redundantly. (<- my interruption)   

Copilot Studio: A Hydration of Bot Framework/SDK, Bot Service Channels, Azure AI Studio, Azure Cognitive Services, Power Platform Connectors and AI Builder

and then the ability to build and extend across the Microsoft ecosystem

The lines are getting very blurry and exciting. Enabling new actions and customized knowledge and published throughout the organization. 

Greatest question from the audience: What is "HYDRATE" and the answer "it is like watering a plant to allow it to grow and grow and grow"

And when it really gets fun, 

• Connectors (pulling data from different sources and business knowledge)
• Plugins (Extending what is offered from Microsoft)
• and Copilots that Copilot can use as extensions (the library of building blocks ;)

 

 

Microsoft Dynamics 365 Sales: The best thing about Software as a Service

Although we have TWO big releases each year (Spring and Fall), the Microsoft Power Platform Dynamics 365 Customer Engagement applications are all running in a SaaS model.

This means drip updates, keep an eye on the blog to learn more each month. 

Microsoft Dynamics 365 Sales -> Microsoft Copilot for Sales Blog - Microsoft Community Hub

Copilot in Business Applications

It is so easy to get out of the habit of blogging, but my days of learning and knowledge sharing have never stopped. We continue to do daily learning and there is so much awesome that is both continuing to mature and brand new.

In the world of Microsoft Business Applications, the word Copilot is the hottest topic. We now have an automated assistant who can quickly cut through the noise and help prioritize what is really critical. It also provides insights into long neglected focus areas like really looking at your Enterprise data and Executive Summaries. 

One of the GEMS from Microsoft is Microsoft Learn. A free learning resource on every technology that Microsoft provides. If you have not discovered Microsoft Learn, here is the Copilot motivation of the day Microsoft Copilot documentation and resources | Microsoft Learn

and for Microsoft Power Platform Customers tap into what is available and coming  

Microsoft Dynamics 365:

• Copilot for Sales Welcome to Microsoft Copilot for Sales | Microsoft Learn and Microsoft Copilot for Sales – Microsoft Adoption
• Copilot in Customer Service Use Copilot to solve customer issues | Microsoft Learn
• Copilot in Field Service Dynamics 365 Field Service - Copilot in Field Service | Microsoft Learn
• Copilot in Marketing Using Copilot in Marketing (Copilot Scenario Library) – Microsoft Adoption
• Copilot in Project Operations Get started with copilot in Dynamics 365 Project Operations - Training | Microsoft Learn
•     and there are so many more!! including Microsoft Copilot Studio | Extend Copilots or Create Your Own so you can create your own and extend offerings.

To really get started, understand the art of the possible and the differences between Open AI, Azure Open AI, Copilot, ChatGPT and other offerings. Once you wrap your head around the overlaps and the unique features it all starts to click together, and you will find your "AH HA" moment with why Copilot can or should be part of your entire stack of applications and technologies.