You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/includes/2-orchestrate-ai-features-dynamics-365-apps-finance-supply-chain.md
+11-11Lines changed: 11 additions & 11 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -6,11 +6,11 @@ Solution architects must design AI orchestration patterns that ensure data gover
6
6
7
7
## AI Experience Models in Dynamics 365 Finance and Supply Chain
8
8
9
-
### 1. Sidecar
9
+
### Sidecar
10
10
11
11
Sidecar Copilot appears alongside the Finance and Supply Chain apps and supports natural language chat. Users can ask questions, request insights, or invoke actions.
12
12
13
-
#### Common sidecar capabilities include:
13
+
#### Common sidecar capabilities include
14
14
15
15
***Generative help and guidance**: Explain features, processes, and actions in the app.
16
16
@@ -26,11 +26,11 @@ Sidecar Copilot appears alongside the Finance and Supply Chain apps and supports
26
26
27
27
* Orchestrate crossmodule queries using standardized entity metadata.
28
28
29
-
## 2. Embedded
29
+
## Embedded
30
30
31
31
Embedded AI brings Copilot capabilities directly inside workspace pages or operational views, enabling contextual, inapp intelligence.
32
32
33
-
### Examples include:
33
+
### Examples include
34
34
35
35
***Purchase order change analysis**
36
36
@@ -56,11 +56,11 @@ Embedded AI brings Copilot capabilities directly inside workspace pages or opera
56
56
57
57
* Update extensions to handle model changes introduced by AI workflows.
58
58
59
-
## 3. Outside (External Orchestration with Copilot)
59
+
## Outside (External Orchestration with Copilot)
60
60
61
61
External agents interact with Finance and Supply Chain data beyond the application UI and help orchestrate across different apps and tasks.
* Copilot sidecar experiences need to understand the context in which the user is working in. for that reason, application context with Copilot is available to embed in the flow of the business process. The integration will include three types of context: For more information, see the following: [Use application context with Copilot - Finance & Operations | Dynamics 365 | Microsoft Learn](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-application-context)
132
132
133
-
* The creation of client plugins, or client actions, are Microsoft Copilot plugins that invoke client code and are available for users in the context of client experiences for finance and operations apps. For more information see the following: [https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-client-plugins](/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-client-plugins)
133
+
* The creation of client plugins, or client actions, are Microsoft Copilot plugins that invoke client code and are available for users in the context of client experiences for finance and operations apps. For more information see the following: [https://learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-client-plugins](/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-client-plugins)
134
134
135
-
* Plugins must be created using the Copilot in Finance and Operation chatbot with an X++ method created in the application. For more information, see the following: [https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture)
135
+
* Plugins must be created using the Copilot in Finance and Operation chatbot with an X++ method created in the application. For more information, see the following: [https://learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture)
[Create client plugins for Copilot in finance and operations apps - Finance & Operations | Dynamics 365 | Microsoft Learn](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-client-plugins)
Copy file name to clipboardExpand all lines: learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/includes/3-design-ai-solutions-dynamics-365-apps-customer-experience-service.md
+22-22Lines changed: 22 additions & 22 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -2,7 +2,7 @@
2
2
3
3
This unit equips solution architects with expert guidance to design, orchestrate, and scale AIpowered experiences within Dynamics 365 Customer Service and Contact Center. You will learn how to integrate Copilot capabilities, automate service workflows, augment agent productivity, and ensure AI is aligned with customer experience (CX) objectives, governance requirements, and enterprise architecture.
4
4
5
-
### This unit focuses on:
5
+
### This unit focuses on
6
6
7
7
* Designing serviceoriented AI patterns in Dynamics 365.
8
8
@@ -12,7 +12,7 @@ This unit equips solution architects with expert guidance to design, orchestrate
12
12
13
13
* Applying extensibility options to tailor Copilot for complex business processes.
14
14
15
-
## 1. Understanding of the AI capabilities within Dynamics 365 Customer Service and Contact Center
15
+
## Understanding of the AI capabilities within Dynamics 365 Customer Service and Contact Center
16
16
17
17
AI within Dynamics 365 Customer Service enhances how agents resolve issues, locate knowledge, manage cases, and collaborate with customers. AI becomes a reliable service partner when using Dynamics 365 Customer Service and Contact Center by reducing manual effort, improving case accuracy, and enabling faster customer resolutions.
18
18
@@ -34,23 +34,23 @@ For more information, see [Overview of Customer Intent Agent | Microsoft Learn](
34
34
35
35
**Case Management Agent: Automate the case life cycle for service representatives by automating the create, update, resolve, and close processes of cases.**
36
36
37
-
For more information, see [https://learn.microsoft.com/en-us/dynamics365/customer-service/use/use-case-creation-agent](/dynamics365/customer-service/use/use-case-creation-agent)
37
+
For more information, see [https://learn.microsoft.com/dynamics365/customer-service/use/use-case-creation-agent](/dynamics365/customer-service/use/use-case-creation-agent)
38
38
39
39
**Customer knowledge Management Agent:**
40
40
41
-
* For more information, see [https://learn.microsoft.com/en-us/dynamics365/customer-service/use/admin-km-agent-insights](/dynamics365/customer-service/use/admin-km-agent-insights)
41
+
* For more information, see [https://learn.microsoft.com/dynamics365/customer-service/use/admin-km-agent-insights](/dynamics365/customer-service/use/admin-km-agent-insights)
42
42
43
43
**Quality Evaluation Agent:**
44
44
45
-
* For more information, see [https://learn.microsoft.com/en-us/dynamics365/contact-center/administer/manage-quality-evaluation-agent#manage-quality-evaluation-agent](/dynamics365/contact-center/administer/manage-quality-evaluation-agent)
45
+
* For more information, see [https://learn.microsoft.com/dynamics365/contact-center/administer/manage-quality-evaluation-agent#manage-quality-evaluation-agent](/dynamics365/contact-center/administer/manage-quality-evaluation-agent)
46
46
47
47
### Copilot in Contact Center
48
48
49
49
Copilot provides real-time AI assistance that helps customer service representatives (service representatives or representatives) automate time-consuming tasks to handle cases efficiently and resolve issues faster so that they can deliver value to customers. Copilot features can include asking a question, composing an email, summarizing a case, and summarizing a conversation. The features may be embedded with the application or be run as a standalone. Not all capabilities are available in all capacities. For more information, see [Enable Copilot features | Microsoft Learn](/dynamics365/contact-center/administer/configure-copilot-features)
50
50
51
-
## 2. AI Experience Models in Customer Service
51
+
## AI Experience Models in Customer Service
52
52
53
-
### 2.1 Conversational Copilot (Sidecar Model)
53
+
### Conversational Copilot (Sidecar Model)
54
54
55
55
A chat based experience that:
56
56
@@ -60,7 +60,7 @@ A chat based experience that:
60
60
61
61
* Provides contextual insights from Dynamics 365 records.
62
62
63
-
### 2.2 Embedded Intelligent Features
63
+
### Embedded Intelligent Features
64
64
65
65
These appear within workspaces such as:
66
66
@@ -72,9 +72,9 @@ These appear within workspaces such as:
72
72
73
73
* Embedded AI analyzes the page context and proactively suggests actions or insights.
74
74
75
-
### 2.3 Automated AI Behaviors
75
+
### Automated AI Behaviors
76
76
77
-
Examples include:
77
+
Examples include
78
78
79
79
* AIdriven case routing
80
80
@@ -84,11 +84,11 @@ Examples include:
84
84
85
85
* These allow service managers to scale consistent customer experiences.
86
86
87
-
## 3. Designing AI Architecture Across CX Workloads
87
+
## Designing AI Architecture Across CX Workloads
88
88
89
89
Solution architects ensure AI aligns with business goals, service capabilities, and enterprise governance.
90
90
91
-
Key design considerations:
91
+
Key design considerations
92
92
93
93
***Data quality:** CRM fields, history, interactions, SLAs, and knowledge must be accurate and complete.
94
94
@@ -98,9 +98,9 @@ Key design considerations:
98
98
99
99
***Extensibility:** Integrate custom prompts, workflows, models, and automation patterns through Power Platform or Azure services.
100
100
101
-
## 4. Orchestration Models for Customer Service AI
101
+
## Orchestration Models for Customer Service AI
102
102
103
-
### 4.1 Casecentric orchestration
103
+
### Casecentric orchestration
104
104
105
105
AI anchors around the customer case:
106
106
@@ -110,7 +110,7 @@ Suggests next actions.
110
110
111
111
Generates resolution summaries.
112
112
113
-
### 4.2 Interactioncentric automation
113
+
### Interactioncentric automation
114
114
115
115
AI analyzes:
116
116
@@ -120,7 +120,7 @@ Knowledge article links.
120
120
121
121
Relevant troubleshooting procedures.
122
122
123
-
### 4.3 Multisystem orchestration
123
+
### Multisystem orchestration
124
124
125
125
AI workflows may require:
126
126
@@ -132,9 +132,9 @@ Customer Service + Power Automate for escalations
132
132
133
133
Architects align AI agents with crossdepartmental processes.
134
134
135
-
## 5. Designing Extensible AI Features
135
+
## Designing Extensible AI Features
136
136
137
-
Copilot and Customer Service AI features are extensible through:
137
+
Copilot and Customer Service AI features are extensible through
138
138
139
139
***Custom prompts and behaviors**
140
140
@@ -150,12 +150,12 @@ Best practice:<br>**Modularize AI behaviors** so that service teams can update l
Copy file name to clipboardExpand all lines: learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/includes/4-propose-microsoft-365-agents-business-scenarios.md
+10-10Lines changed: 10 additions & 10 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -62,13 +62,13 @@ When proposing any agents, it's critical to cover all the key aspects for agent
62
62
63
63
*[FAQ](/copilot/microsoft-365/agent-essentials/m365-agents-faq) - Answers to common questions about Microsoft 365 Copilot agents.
64
64
65
-
In addition to the Agent Management Essentials components, any agent must include considerations for long term and licensing costs. Identifying all associated costs are critical to setting expectations for the agents. For more information, see [https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-licensing](/copilot/microsoft-365/microsoft-365-copilot-licensing)
65
+
In addition to the Agent Management Essentials components, any agent must include considerations for long term and licensing costs. Identifying all associated costs are critical to setting expectations for the agents. For more information, see [https://learn.microsoft.com/copilot/microsoft-365/microsoft-365-copilot-licensing](/copilot/microsoft-365/microsoft-365-copilot-licensing)
66
66
67
67
## Catalog of Proposed Microsoft 365 Agents (Ready to Pilot)
68
68
69
69
The following list includes agents that are ready to pilot for organizations and can be used in business scenarios. Before considering any custom agents, out-of-the-box pilots should be assessed to determine whether they'll adequately meet the requirements.
70
70
71
-
## 1. Executive Briefing Pack Generator
71
+
## Executive Briefing Pack Generator
72
72
73
73
Automatically assemble an executive ready briefing pack using the latest organizational updates, program metrics, and strategic highlights.
74
74
@@ -97,7 +97,7 @@ Automatically assemble an executive ready briefing pack using the latest organiz
97
97
- Leadership satisfaction with clarity and readiness
98
98
- Alignment score to required messaging standards
99
99
100
-
## 2. Portfolio Risk Insights Analyzer
100
+
## Portfolio Risk Insights Analyzer
101
101
102
102
Provide consolidated insights from project portfolios, highlighting risks, blockers, dependencies, and resource pressures.
103
103
@@ -126,11 +126,11 @@ Provide consolidated insights from project portfolios, highlighting risks, block
126
126
- Improvement in early identification of blockers
127
127
- Percentage of insights actionable by leadership
128
128
129
-
## 3. Content Localization Workpack Builder
129
+
## Content Localization Workpack Builder
130
130
131
131
Prepare region specific content localization packages, including terminology locks, cultural notes, and source files.
132
132
133
-
Entry Point:
133
+
Entry Point
134
134
135
135
- Copilot in Word
136
136
- Power Automate for handoff workflows
@@ -155,7 +155,7 @@ Entry Point:
155
155
- Quality consistency across regions
156
156
- Backlog burndown for localization tickets
157
157
158
-
## 4. ComplianceAware Content Redactor
158
+
## ComplianceAware Content Redactor
159
159
160
160
Automatically detect and mask sensitive information before content is shared with training repositories or external reviewers.
161
161
@@ -184,7 +184,7 @@ Automatically detect and mask sensitive information before content is shared wit
184
184
- Reviewer effort time reduction
185
185
- Compliance team trust score
186
186
187
-
## 5. Alignment and Quality Checker
187
+
## Alignment and Quality Checker
188
188
189
189
Review ILT or digital learning modules for objective alignment, inclusive language, terminology consistency, and required rubric standards.
190
190
@@ -222,7 +222,7 @@ Review ILT or digital learning modules for objective alignment, inclusive langua
222
222
223
223
* Time saved across multimodule reviews
224
224
225
-
## 6. Adoption Scenario and Lab Designer
225
+
## Adoption Scenario and Lab Designer
226
226
227
227
Generate role-based exercises, handson labs, and scenario walkthroughs for business units adopting Microsoft 365 Copilot.
228
228
@@ -260,7 +260,7 @@ Generate role-based exercises, handson labs, and scenario walkthroughs for busin
260
260
261
261
* Completion rates of adoption scenarios
262
262
263
-
## 7. Research Synthesis and Brief Creator
263
+
## Research Synthesis and Brief Creator
264
264
265
265
Compile neutral, structured research briefs from internal notes, approved knowledge sources, and allowed public content.
266
266
@@ -390,4 +390,4 @@ Copy to Excel and chart "Owner effort by phase" as a stacked bar for a quick vis
390
390
391
391
[Microsoft 365 Copilot Agent Management Essentials | Microsoft Learn](/copilot/microsoft-365/agent-essentials/agent-essentials-overview)
0 commit comments