Azure AI Studio vs Copilot Studio
18:22
Dynamics 365 Sales (CRM) Demo
23:56
Пікірлер
@toughmanful
@toughmanful 3 сағат бұрын
Thanks a lot Lisa
@nihar4713
@nihar4713 4 сағат бұрын
Amazing tutorial, much appreciated, thanks for including the security role concept
@xt3708
@xt3708 6 сағат бұрын
thank you Lisa, excellent videos.. for those considering, do. not. pay for the upfront CoPilot license for Admin 365. It's robbery. They are using the expectation of people that it works like CGPT to sucker them for $360, without a trial. bc they know no one would convert to a paid user. shameful.
@worldcomingtoanend
@worldcomingtoanend 10 сағат бұрын
Am thinking to just study 900 but not write exam then study 100 and write exam then do 400 exam. Is it an ok route or i can just put all effort to study even 100 without exam then just write 400?
@mehtabidreesi7942
@mehtabidreesi7942 12 сағат бұрын
well it takes almost 33 minutes to my 8 hours to complete this project hahah but I am happy that its completed
@RachaelTheBlonde
@RachaelTheBlonde 14 сағат бұрын
Thank you for this information. I'm currently trying to decide if it's even worth it to take this exam if I'll have to rearrange my entire home office setup! The sheets are a very good idea which I hadn't thought of as an option. My desk is an L shape and I wonder if they would allow me to just cover a portion of my desk so I don't have to put everything in/on it somewhere else. But that additional monitors are not allowed to even be plugged in is just.... *sigh* If the software locks down what you do, why does it matter how many monitors are connected? When I see all these rules, especially that you can't even access your own reference material that you absolutely can use at any job where you would use the systems this cert is for, I just can't help but remember my elementary school teacher saying "you need to know how to do this math in your head because you won't always have a calculator in your pocket." How quickly that sentence became out of date! Anyway. Enough complaining on a very helpful video. Thank you!
@johnfox9780
@johnfox9780 15 сағат бұрын
Fabulous clip and mostly all new to me. learned a lot there and looking forward to using it. That was SLICK! Thanks For sharing Lisa.
@W.Wallace73
@W.Wallace73 19 сағат бұрын
I have found it incredibly useful. In fact, I have a project to develop, and this course covers 50% of it. The other 50% will involve developing an application for employee management once they have been hired. Do you have any tutorials for this? It would be great to have them; additionally, I need to know how to integrate both systems so that they function as one. This way, a user with the appropriate permissions would only see the recruitment section, while Human Resources would have access to the other section, and the general administrator would be able to see both. I greatly appreciate you taking the time to share your knowledge and help us. Of course, I would be happy to buy you a coffee.😊
@Vassilis281
@Vassilis281 19 сағат бұрын
It's fantastic
@stephengerrard8767
@stephengerrard8767 23 сағат бұрын
Hi Lisa, if I am using Dynamics 365 to manage multiple cases, would it be possible to produce a report on the timeline that said something like: 'Show me all of the engagements with Company X across all cases'?
@UMWDispatchHolidayJams
@UMWDispatchHolidayJams Күн бұрын
Ahhhh this is so helpful but I cannot for the life of me figure out why our excel file isn't gathering accurate data through co pilot, I have it formatted almost exactly like yours. It's basic Site, Name, Contact, Address type data. Any ideas why Co-Pilot jumbles around the answers? I have it set to High Moderation as well.
@edeane99
@edeane99 Күн бұрын
Can you custom copilots created in copilot studio use vision to analyse a image and give me feedback in a chat?
@SleepCabinet
@SleepCabinet Күн бұрын
Excellent info. I have a question - When I use the presenter mode, polls created by the "Slido" are not showing. How can i incorporate it also? i think it is due to teh fact that it is not in full screen mode?
@Jack-xy4fy
@Jack-xy4fy 2 күн бұрын
This is very helpful, thanks
@divyaangadi5428
@divyaangadi5428 2 күн бұрын
Hi Lisa, thats Amazing. can you please make a tutorial on multi select people picker lookups in model driven apps. Thankyou.
@xt3708
@xt3708 2 күн бұрын
thank you, awesome video. can I trust the data it presents? if it's not a calculation
@mehtabidreesi7942
@mehtabidreesi7942 2 күн бұрын
LISA I THINK AFTER JOINING EPP2O24 YOU HAVE SOME NEW GOALS BUT PLEASE MAKE A VIDEO ON WIHT DETAIL FULL COURSE LIKE MODEL DRIVEN APP DATAVERSE COPILOT WITH EXPLANATION
@LisaCrosbie
@LisaCrosbie 2 күн бұрын
It’s certainly on my list when I find the time. Thanks ☺️
@mehtabidreesi7942
@mehtabidreesi7942 2 күн бұрын
NEED A DETAIL VIDEO WITH A FUNCTIONAL APP BY EXPLANING MODEL DRIVEN APP DATAVERSE AND COPILOT
@mehtabidreesi7942
@mehtabidreesi7942 2 күн бұрын
Lisa glad to see you with this course please can you make a full detail video on Microsoft dataverse model driven copilot with full functional app it will help a lot to every body on yt who is following your videos
@LisaCrosbie
@LisaCrosbie 2 күн бұрын
Great suggestion thanks
@mehtabidreesi7942
@mehtabidreesi7942 2 күн бұрын
Lisa glad to see you with this course please can you make a full detail video on Microsoft dataverse model driven copilot with full functional app it will help a lot to every body on yt who is following your videos
@hernif4599
@hernif4599 2 күн бұрын
This was a really helpful video! I only have one question if a company was looking forMicrosoft Dynamics 365 CE Software Engineer what would they be looking for? Would it be a person who knows how to use all of these applications or just a few? If so which ones should I learn? Thank You
@LisaCrosbie
@LisaCrosbie 2 күн бұрын
Generally speaking the functional consultants and developers for Dynamics 365 are able to cover either (1) CRM - Sales, Service and sometimes also Marketing applications (although Marketing is its own specialty) or (2) ERP applications - finance, operations, supply chain. It is very rare for someone to be across both areas.
@JeffreyLindsay
@JeffreyLindsay 2 күн бұрын
Wasn't clear on how one gets into the "protected" experience. Does this require paying for Copilot Pro ($20/month)? I'm a Microsoft 365 user, but when I log in, the Copilot experience is the unprotected kind.
@dilipsolanki7856
@dilipsolanki7856 4 күн бұрын
Thanks Lisa for this wonderful session. :)
@joyceevangeline2420
@joyceevangeline2420 4 күн бұрын
Can we generate customized excel reports from the excel source data
@LisaCrosbie
@LisaCrosbie 3 күн бұрын
Not with this tool, this will help you find answers in your data and take actions like retrieving or creating rows.
@sajidyusuf
@sajidyusuf 4 күн бұрын
Hi Lisa, Are you planning to add a section on using JavaScript in model driven Power Apps? I think it is very much needed to gain control of things like filtering lookup column values.
@LisaCrosbie
@LisaCrosbie 3 күн бұрын
No, I’m not doing any JavaScript content. Thanks for watching.
@louiseperkins386
@louiseperkins386 4 күн бұрын
Thank you this was very helpful. I had no clue what copilot was or how to use it. I was looking for something to build videos and came across your site. Great information and well done!
@willspy4u
@willspy4u 4 күн бұрын
Very nice overview. Co-Pilot, Chat-GPT and Gemini already are re-shaping the tech world as we used to know it. The "rise of AI" is inevitable. How we use it and implement it will define us for eons to come.
@sajidyusuf
@sajidyusuf 4 күн бұрын
Hi Lisa, Are you planning to add a section on using JavaScript in model driven Power Apps? I think it is very much needed to gain control of things like filtering lookup column values.
@LisaCrosbie
@LisaCrosbie 3 күн бұрын
No, I am not planning any JavaScript content.
@oliverrossi5013
@oliverrossi5013 4 күн бұрын
Hi Lisa, does it allow users to record the steps/prompts and results generated by the copilot and save it as a macro for future use? Like a person has to do the same steps for some monthly reporting etc.
@LisaCrosbie
@LisaCrosbie 3 күн бұрын
That isn’t part of Copilot for Excel but the new AI recording for desktop flows (Power Automate) just announced at Build would most likely be the right solution there.
@balmararce1750
@balmararce1750 4 күн бұрын
Great !!! Ms. Liza's educational video are very comprehensive. I would enjoy watching and learning more from her videos.
@DevendraSingh-tx2pt
@DevendraSingh-tx2pt 5 күн бұрын
Hi Lisa, thanks for this video. I need your help to filter table with current logged in user but employee name stored in single line text
@LisaCrosbie
@LisaCrosbie 2 күн бұрын
The user is an out of the box field so you don’t need to create it as a text field. You can put a filter on any views to show rows that are owned by “current user”. Any of the views already on the tables that are called “My…” (eg My Active Contacts) are examples of this.
@DevendraSingh-tx2pt
@DevendraSingh-tx2pt Күн бұрын
I have data in excel file 50k records of 40 columns including two columns Reconciler Name and Reviewer Name. My requirement is to store this file in dataverse table so that if any user logged in, it will filter his name in reconciler column and show his records only and he should not be allowed to view others records. How can we import user name from excel to dataverse owned by column
@mattheww797
@mattheww797 5 күн бұрын
If someone needs copilot to be creative they have failed at life
@analyticsintell5972
@analyticsintell5972 5 күн бұрын
Can Copilot Studio able to read a document with images and shapes?
@vc5940
@vc5940 5 күн бұрын
Thank you very much for your video.
@diegoalejandrograneros4926
@diegoalejandrograneros4926 5 күн бұрын
This stops working the moment that you have a CHOICE column in MS Lists, Dataverse does not connect.(to date) Do you have a solution for this maybe? Thank you!
@utilisemedia
@utilisemedia 6 күн бұрын
Gday Lisa, Could this work in reverse where we could type Contact and then lookup Account? Would there be any additional changes required
@LisaCrosbie
@LisaCrosbie 2 күн бұрын
Because that relationship is the other way around, (many to one) it works differently. You can set it up that once you select the contact, the account field is populated with the account associated with that contact
@franknielsen3219
@franknielsen3219 6 күн бұрын
The quick view form was just what i was missing THX. I normally work with Canvas apps, and that is a complete different thing when I need to get related data from a lookup, so this was the missing part of the puzzle. Thanks for showing it - and keep up the good work 👏👏
@jaspersiegmund
@jaspersiegmund 7 күн бұрын
Great video! I've been playing around a bit, I'm not sure whether Copilot actually does multi-turn conversations. It seems like with each pass of a topic it rewinds and starts from scratch again, unlike something like ChatGPT technology which will 'remember' things because it's fed the entire conversation on each new message within that conversation. I've built some bots based on the bot framework (which seems to be the underlying tech here) before, calling out to an LLM just seems to be an add-on to that technology right now, calling out to it when you reach that card, but only providing the context and prompt you enter into the card and not the rest of the conversation. I suspect the example where you made it work was just luck where the LLM understood the prompt enough to give you a fitting answer. I really love where this is going, but at the same time we're definitely not there yet. We would really need the LLM to have the entire conversation as context in order to provide more powerful ways of interacting with it.
@LisaCrosbie
@LisaCrosbie 2 күн бұрын
It does actually keep the context up to 10 turns. It had been a bit glitchy but I’ve done plenty of examples where it works. When it generates and answer ask a follow up question without the full context. I’m seeing improvements in what it can do all the time, there is a lot of development still going on.
@jaspersiegmund
@jaspersiegmund Күн бұрын
@@LisaCrosbie oh! That's different than my experience but indeed, still a lot of development going on so that might be the cause. Thanks for the info!
@AbhinadanPatil-vv8ke
@AbhinadanPatil-vv8ke 7 күн бұрын
got to learn exciting stuff from you will you make a video on how to handoff to live agent in microsoft copilot studio
@vinciverdi123
@vinciverdi123 7 күн бұрын
Is this solution also applicable for change type: no change by date x /y / z, to create automated reminders to provide inputs / confirm that you don’t have any inputs?
@user-go8rk5nv9w
@user-go8rk5nv9w 7 күн бұрын
please upload in 1440 px clarity of content matter btw your videos helped me a lot and a lot of thanks to you Lisa. Keep up good work.
@lsmith77
@lsmith77 7 күн бұрын
I want to build a custom CoPilot that sets a custom context and modifies the original user prompt. so I don’t really want a trigger based on phrases as I essentially want to always trigger on any user prompt. So how does one set this up?
@chrisserra7487
@chrisserra7487 7 күн бұрын
Hi Lisa! Great video, thank you!! I am having an issue where the child table is not populating any information. I have a lookup column, with purchase order being the common datafield between the 2 tables. Any guidance would be fantastic, thanks again!
@UTubeViewer2009
@UTubeViewer2009 7 күн бұрын
This is amazing! That you. Can you create a video how to do the same with internal data bot? E.G. HR, with 5 different topics like maternity, sickness, annual leave etc
@martinuteng1403
@martinuteng1403 7 күн бұрын
Great video! Thanks!
@jeffrey6124
@jeffrey6124 8 күн бұрын
Great detailed Dynamics 365 overview .... I hope you could make/share a video tutorial of all features 😍 Thank you
@malikmahamoor7463
@malikmahamoor7463 8 күн бұрын
Thanks for the video Lisa! We're looking to implement Dynamics 365 Sales CRM, and this has been really helpful. Two questions for you. The first is that we need a customized commission model for our sales team. Is this something we can build on power apps and integrate with CRM? The second is that we're looking to develop this inhouse (with some external consulting potentially). Just wanted to know your thoughts (we have inhouse data engineers and process analysts).
@MohamedAhmed-du9xz
@MohamedAhmed-du9xz 8 күн бұрын
Thank you so much for this content, can you please make another one for the marketing & customer insights part ?
@DEFACTO9
@DEFACTO9 9 күн бұрын
So , this is the Copilots Sales, Sales Copilot Premium... right? Good lord Microsoft... I can see they're reiterating as fast as AI is evolving, and its catching everyone out... Good try Lisa... hang on in there... I think I got some of it. lol
@LisaCrosbie
@LisaCrosbie 9 күн бұрын
Yes, you’ve got it! 😎
@nihar4713
@nihar4713 9 күн бұрын
amazing!!