Ask Me Anything: Copilot, Power Platform, Dynamics 365 and more!

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  • Опубликовано: 9 янв 2025

Комментарии • 15

  • @SmartLearningAI
    @SmartLearningAI Год назад

    Yes please on the Wrap option of an app but also just the simple solution export form your dev / then import at client environment ie what to prep/customize to make it work for your client, or what steps to provide the client when they import the solution and app etc

  • @terencechew7901
    @terencechew7901 Год назад

    Hi Lisa, sorry missed this session. Would you be able to help enlighten about the difference between microsoft copilot for microsoft 365 and dynamics 365 copilot? Thanks!

    • @LisaCrosbie
      @LisaCrosbie  11 месяцев назад

      Copilot for Microsoft 365 sits inside all your Microsoft 365 apps (Teams, Outlook, Word, PowerPoint, Excel etc) and is connected to the Microsoft Graph (chats, emails) and brings AI across all of that. Each Dynamics 365 application has its own Copilot experience specific to the users of that app - e.g. Copilot for Sales helps with summarising opportunities, preparing for sales meetings, creating emails for sales scenarios. Copilot for Customer Service can summarise a case or conversation, help draft emails for customer service scenarios, query the knowledge base. Where it gets interesting is with the release of Copilot for Sales in the next couple of months there will be an option that includes the Copilot for Microsoft 365 capability as well, so you will have copilot across your M365 and CRM data together - more to come

  • @spandanagupta8930
    @spandanagupta8930 Год назад

    I am currently using outbound marketing where I will be uploading contacts to a marketing list and then I create a segment to pull the contacts from the marketing list, use the segment in the customer journey to send emails.
    Can this scenario of creating a segment from a marketing list be achievable in real time marketing ?

  • @arunv1909
    @arunv1909 Год назад

    Hi Lisa , my doubt is with linking power automate and Power BI . 1) is there anyway we can load more than 1000 rows from power bi to sharepoint list without creating multiple flows , 2) other than manual trigerrs can we schedule the flow to load data

    • @LisaCrosbie
      @LisaCrosbie  Год назад +1

      Sorry, SharePoint and PowerBI aren't my area of expertise, perhaps try in one of the community forums to find an expert who could help with this.

  • @katielux357
    @katielux357 11 месяцев назад

    Hi Lisa, Thanks for doing this! I had a small question to contribute if you have time to answer. Is there a way to split a column by delimiter in dataverse? Im not seeing split as a function for the formula column, but i need to sort by first numeric value from a column that looks like this: 100-500 goats

    • @LisaCrosbie
      @LisaCrosbie  11 месяцев назад

      I suspect you're thinking like a spreadsheet and not like a database .. do you actually need to split out the value (could you do that via a spreadsheet on data import to Dataverse in the first place), or just filter by it, in which case you can set up a view on the table and use the filter columns to find columns that begin with a certain value, or sort in order from ascending to descending. If you do really need to extract it Power Automate will be the answer, you'd need to list the rows, and there would likely be a formula there that could do it, but it's not something I've tried - perhaps ask in the Power Automate community forum.

    • @katielux357
      @katielux357 11 месяцев назад

      @@LisaCrosbie Thanks Lisa. Yes it was a requirement given after the data was established in DV. I was hoping to use Left(Find.. but find is not an option. I did run it thought automate using Split. then updating the new number column with int(first

  • @arunnambiar11
    @arunnambiar11 Год назад

    Sorry Lisa missed this session. For somebody coming from a different tech stack, what is the best learning path to get onto Azure? Microsoft has a huge catalog, and mostly gets overwhelming to learn little bit of everything and not get into the details of a product. I come from a ESB/iPaas world, so what would be a good start according to you.

    • @LisaCrosbie
      @LisaCrosbie  Год назад

      I would start with the learning path for Azure Fundamentals - listed here learn.microsoft.com/en-us/credentials/certifications/exams/az-900/

  • @nghiatran1509
    @nghiatran1509 Год назад

    How to use copilot to convert xbrl zip files from SEC to excel ? Thank you very much.

    • @LisaCrosbie
      @LisaCrosbie  Год назад +1

      I haven't seen anything in Copilot yet that would do that kind of thing

  • @farhat213
    @farhat213 Год назад

    Hi from Houston Tx
    I tried to load or get and connect to SQL database but was unable to do so. Can you share how to do it? Thanks

    • @LisaCrosbie
      @LisaCrosbie  Год назад

      From make.powerapps.com, when you click +Create, there is an option there to start with data where you can choose SQL, that should give you an easy starting point.