Posts

Showing posts with the label copilot studio

Using Deep links in D365F&O Copilot Studio

Using Deep links in D365F&O Copilot Studio With 10.0.48, D365F&O is having the amazing capability of generating the deep link for your generated/filter record(s). When the MCP server processes a request, it returns a deep link URL as part of the response. The agent uses this URL to construct its reply to the user, embedding the link where appropriate. The destination of the deep link depends on how many records are included in the server’s response: • Single record → The deep link directs the user to the detailed form view of that specific record. • Multiple records → The deep link points to a list page in the client, automatically filtered to show only the records returned in the response. Deep Link Handling in MCP Responses MCP Response Behaviour o The MCP server includes a deep link URL in its response. o This URL is just a parameter — it is not automatically formatted or surfaced to the user. Agent Orchestrator Considerations o Different agent clients may have unique conve...

Talk to D365 F&O using Custom Copilot Studio entities in interactive topics and agents

Image
  Microsoft Copilot Studio is amazing. It’s like a bottomless lake where you could swim getting down and down and keep discovering wonderous pearls. In one of my latest posts I was discussing about the capabilities of Copilot studio to talk to D365F&O using simple techniques like Copilot agents based Power automate calls and analysing the responses in ChatGPT: https://community.dynamics.com/blogs/post/?postid=792c6f1c-0bdb-ef11-a730-7c1e527e6d02 Let us talk today a further step down, where we can leverage Custom entities in our copilot Agents to respond to inputs to Copilot chat inputs. What are entities in Copilot Studio? We can compare them as data types. When you ask a question like this: How is the weather of Mumbai today? The response you would get is: Average of 25 degrees Celsius, with chances of scattered rainfall, around noon. The answer is more of a crisp weather condition description, which we can say of type: weather report. We can likewise ask ques...

Switch legal entities in D365F&O, using Copilot

Image
  Amigos, use this cool hack to or switch between legal entities, using Copilot sidecar chats. For example, when we ask the Copilot: to change the legal entity, here is the response that we get: Unimpressive, eh? It's replying by saying the steps to change between legal entities, embdedding the links from Microsoft learn.  Now, let us bring some life into it. Log on to: https://copilotstudio.microsoft.com/ and choose the correct environment from the dropdown: Choose from Agents >> Copilot for Fiance and Operations apps: This is where you can define topics, actions, knowledge, Activities and a lot of other staffs that can contain the overall behavior of Copilot chat.  Click on Topics >> Add a topic >> Choose Topic from the Blank:   This is where you would land: Start by giving a proper name to your chat topc: In the Phrases >> Edit >> add prompts like this: In the + symbol from below, select Add a question : Frame your question like ...

Navigate in D365F&O using Copilot (low code/no code)

Image
  Wassup guys? Copilot of D365F&O has amazing capabilities:  a. There are low-code.no code capabilities to enable OOB features (using Copilot topcs/agents),  b. Write explicit X++ Plug-ins to enable highly intuitive responses that can do almost any activity, just by deciphering conversatinal NLPs, setup and configure periodic acitivites that can take care of as simple as reminding customers of outstanding balances to as complex as setting up complex integration activities. With Copilot all you ned to do is to enable right thing at the right place -- and rest all is a Cake walk 🎂🎂🎂 The following is an example which shows how can you make your Copilot respond when you ask mundane questions like Navigating various URLs. Let us begin by asking D365F&O sidecar the following question: Which is certainly not a very impressive answer.  An AI tool, if not able to answer such a mundane question like listing the vendors, what's the point of having it then? Yeah, you ...