Microsoft Power Platform Blog http://approjects.co.za/?big=en-us/power-platform/blog/ Innovate with Business Apps Wed, 16 Apr 2025 15:38:23 +0000 en-US hourly 1 Preview upcoming Dynamics 365 features at the Microsoft Business Applications Launch Event http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2025/04/16/preview-upcoming-dynamics-365-features-at-the-microsoft-business-applications-launch-event/ http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2025/04/16/preview-upcoming-dynamics-365-features-at-the-microsoft-business-applications-launch-event/#respond Wed, 16 Apr 2025 15:00:00 +0000 See firsthand how new technologies can empower your organization at the Microsoft Business Applications Launch Event.

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Adaptation and change are the only constants in business—and the pace is accelerating. To thrive, your business needs the right tools, from AI-powered insights to low-code solutions, designed to help you adapt faster, enhance customer experiences, and boost efficiency.

Join us on Wednesday, April 30, 2025, for the Microsoft Business Applications Launch Event, an exclusive first look at groundbreaking innovations coming to Microsoft Dynamics 365, Microsoft Power Platform, and Microsoft Copilot Studio. See firsthand how these new technologies empower your organization to proactively navigate changes and seize new opportunities.

A blue and purple background with the Microsoft logo and a ribbon design in the bottom right corner. White text reads: "Microsoft Business Applications Launch. Transform the way you do business with Copilot and agents. Digital event/April 30, 2025".

Event highlights include:

  • Live demonstrations of the latest updates in Dynamics 365, Microsoft Power Platform, and Copilot Studio.
  • Insights from Microsoft leaders on transforming CRM and ERP systems with agents to drive customer experiences and operational agility.
  • Real-world success stories from organizations using Dynamics 365 and Microsoft Power Platform.
  • Interactive Q&A session with product experts.

During the event you will gain in-depth insights into how customers are adopting what’s new in Dynamics 365 and Microsoft Power Platform.

Microsoft Dynamics 365 Sales:

  • AI-powered Microsoft Copilot and agents to boost seller productivity
  • Automated research, proactive follow-ups, and prioritized actions
  • Streamlined, intuitive user experiences designed to help sellers close deals faster

See Dynamics 365 Sales 2025 release wave 1 in action for more.

Microsoft Dynamics 365 Customer Service:

  • AI-enhanced case and knowledge management with intelligent routing
  • Extended Copilot capabilities for improved productivity
  • Microsoft Dynamics 365 Contact Center enhancements for effortless self-service and faster issue resolution

See Dynamics 365 Contact Center 2025 release wave 1 in action for more.

Microsoft Dynamics 365 Finance:

  • Copilot-first experiences streamlining complex tax and compliance management
  • Automated account and bank reconciliations using intelligent agents
  • Advanced analytics and planning tools to drive smarter financial decisions

See Dynamics 365 Finance 2025 release wave 1 in action for more.

Microsoft Dynamics 365 Supply Chain Management:

  • Integrated AI, analytics, and automation for improved operational efficiency
  • Enhanced supplier communication and demand planning accuracy
  • Intelligent manufacturing features aligning production data to real-world processes

See Dynamics 365 Supply Chain Management release wave 1 2025 in action for more.

Copilot Studio:

  • Create custom autonomous agents tailored to your specific business needs
  • Extend Microsoft 365 Copilot with new embedded capabilities
  • Connect with new conversational channels, including WhatsApp and SharePoint

See Microsoft Copilot Studio 2025 release wave 1 in action for more.

Microsoft Power Apps:

  • Innovative plan designer for building software solutions from simple problem descriptions
  • Out-of-the-box, extensible agents for data management, exploration, and summarization

See Power Apps 2025 release wave 1 in action for more.

Microsoft Power Automate:

  • Enhanced capabilities for automating complex business processes
  • New human-in-the-loop experiences, generative AI actions, and intelligent document processing
  • Comprehensive governance, observability, and security controls in automation center

See Power Automate 2025 release wave 1 in action for more.

Catch the wave—Register today

The Microsoft Business Applications Launch Event streams live on Wednesday, April 30, 2025, starting at 9 AM PST and will also be available on-demand. Register now to stay updated and get helpful resources ahead of the event.

A blue, purple, and orange ribbon design against a blue and purple background.

Microsoft Business Applications Launch Event

Join us on Wednesday, April 30, 2025.

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Identify your readiness for AI-first development with agents and Microsoft Power Platform http://approjects.co.za/?big=en-us/power-platform/blog/2025/04/14/identify-your-readiness-for-ai-first-development-with-agents-and-microsoft-power-platform/ http://approjects.co.za/?big=en-us/power-platform/blog/2025/04/14/identify-your-readiness-for-ai-first-development-with-agents-and-microsoft-power-platform/#respond Mon, 14 Apr 2025 15:00:00 +0000 It’s important for organizations to determine their level of readiness, or maturity index, for AI-powered, low-code tools. 

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In an era where innovation drives success, organizations are eager to shift to an AI-first development approach, blurring the lines between no-code, low-code, and pro-code development. Using AI tools within Microsoft Power Platform—a comprehensive suite that allows its users to create business applications, workflows, and custom AI-powered agents with minimal or no coding—is key to unlocking greater efficiency and creativity.

Recent research conducted by Forrester Consulting and commissioned by Microsoft shows a strong correlation between generative AI (gen-AI) readiness and low-code maturity, suggesting that the increased use of AI-fueled tools in development is boosting low-code adoption. 

Power Platform and agents could be your gateway to a future of accelerated development, improved efficiency, and greater overall productivity. Prior to implementation, it’s important for organizations to determine their level of readiness, or maturity index, for these AI-powered, low-code tools. 

Changing development preferences with low-code and generative AI

Low-code platforms emerged to help organizations adapt to the digital shift and manage complex software development processes. Before the introduction of AI, Power Platform already allowed business users with little or no formal coding experience to create custom applications and streamline workflows, accelerating the development process and empowering more people within an organization to participate in digital transformation. The introduction of AI and Microsoft Copilot capabilities to agents and Power Platform further enhances development by allowing even more people to create innovative solutions using natural language. 

“One of the big benefits for us of Power Platform is that it all works together so seamlessly. That’s making it even easier to leverage the benefits of AI and add it to applications that have a real impact on our business.” 

Brian Hodel, Senior Analyst, Business Systems, T-Mobile 

Forrester’s research highlights a shift in application development towards low-code platforms and AI tools. Notably, the adoption of generative AI-infused capabilities is projected to boost low-code development by 28%, signaling a major shift towards these innovative methodologies such as Power Platform and agents. 

Bar chart showing that the adoption of generative AI-infused development tools expected to increase low-code use, demonstrating an increase in mostly low-code and a decrease in mostly pro-code development.

Understanding where your organization stands can identify areas for improvement and strategic growth, helping to ensure that you maximize the benefits of these modern development methodologies. But where should you begin? 

Assigning maturity level 

To effectively prepare for AI-first development, organizations should assess their readiness to integrate AI into low-code platforms, ensure that robust governance policies are in place for AI usage, and address data security gaps. The Forrester Consulting AI and low-code readiness assessment commissioned by Microsoft provides insights and recommendations to boost development efficiency, guide investment decisions, and improve data management. 

Specifically, the assessment measures: 

  • Low-code maturity—evaluating your organization’s current use (if any) of low-code tools and overall strategy for low-code development. 
  • AI readiness—assessing your organization’s understanding of generative AI, governance and policies for AI usage, and ability to integrate AI capabilities.
  • Data security and governance—identifying gaps in data curations, access controls, and training to manage and secure data effectively. 

This proactive approach helps organizations make informed decisions and enhances their overall readiness for AI-first development. Dive deeper into why this assessment is instrumental for businesses aiming to stay ahead. 

Evaluate your organization’s current development strategy 

Understanding your organization’s current use of low-code tools and the level of adoption is a crucial first step for staying competitive. Forrester’s research indicates that 78% of development leaders say their firms empower non-IT employees through a citizen developer strategy or plan to do so in the next 12 months, showing how crucial it is to understand the integration of these tools into workflows and their effectiveness in achieving development goals. 

Box showing 3 top drivers for using low-code platforms – Improve developer efficiency, improve code quality, and enhance collaboration between pro and citizen developers

Assessing your organization’s current use of low-code tools is not just about understanding where you stand; it is about strategically positioning yourself to harness the full potential of these low-code and AI technologies, driving innovation, and staying competitive in a rapidly evolving digital landscape. 

Assess your organization’s understanding of AI

By using Power Platform and agents, organizations can automate repetitive tasks, generate code, and provide intelligent recommendations, accelerating the development lifecycle. AI-infused tools in Power Platform and agents offer transformative potential—but to harness its power effectively, it is crucial to assess your organization’s existing knowledge and readiness. According to Forrester’s research, 81% of IT leaders state that most or all developers in their organization use generative AI tools for various tasks, emphasizing the widespread adoption and necessity of understanding these tools. 

Box showing 3 top drivers for using generative AI-fueled development tools – Improve security vulnerability detection, improving developer efficiency, and improve code quality

Before deploying Power Platform and agents, IT leaders should assess existing governance and security policies regarding AI usage to comprehensively understand the organization’s readiness for AI-first development. This approach helps to ensure that the integration of AI tools is innovative, secure, and strategically sound. 

Evaluate your existing security and governance standards 

The integration of AI and low-code platforms has the potential to greatly improve development efficiency and drive innovation. Additionally, it presents new opportunities for maintaining robust organizational security and governance. 

As businesses increasingly adopt low-code and AI technology, IT leaders must identify any existing gaps in their data curation, access controls, and training throughout implementation and usage. Forrester’s research highlights the importance of governance in facilitating safe and effective use of generative AI tools. Addressing these challenges is crucial to harnessing the full potential of low-code and AI technologies, driving innovation and maintaining competitiveness in a rapidly evolving digital landscape. 

Two boxes showing the top challenges for using low-code development (limited flexibility for complex app needs, too many apps that are difficult to manage, insecure authentication allows unauthorized access) and generative AI-fueled development tools (weak security controls for citizen-built apps, limited visibility into genAI usage, risk of overreliance on generative AI tools)

In addition to incorporating a diverse development strategy, nearly 75% of IT leaders anticipate increased investments in AI-enhanced development tools over the next year, highlighting the need to address gaps in security and governance strategies. Identifying gaps in data curation, access controls, and training is crucial for secure and effective AI and low-code integration. Building and maintaining a robust plan for data security and governance practices are essential to both avoid inaccuracies that could compromise AI models and low-code applications and foster a culture of security awareness and proactive risk management. 

By identifying and addressing these key gaps, IT leaders can help to ensure that their organizations manage and secure data effectively while embracing agents and AI in Power Platform. 

Key recommendations for enhancing readiness 

Based on the findings, Forrester provides several recommendations in the study to assist organizations in improving their low-code and AI maturity1. Power Platform and agents can provide substantial support in implementing these recommendations. 

  • Establish a proactive development program. Use the core managed platform capabilities within Power Platform to enhance security, governance, and operations at scale. Use the Power Platform Center of Excellence (CoE) to provide structured tools, best practices, and resources, facilitating effective management and support of the platform. Aligning these activities with organizational objectives encourages innovation and improves developer efficiency to continuously benefit from AI-first development. 
  • Empower developers with AI-first development platforms. Use platforms such as Power Platform and agents to expedite development processes while integrating AI-powered business insights. AI-powered agents boost developer efficiency, enhance code quality, and reduce the time needed to bring new applications to market. Tools like Microsoft Copilot Studio facilitate the incorporation of generative AI features in low-code environments. 
  • Classify, secure, and expose data and endpoints. Deploy data governance frameworks through Power Platform to classify, secure, and expose data and endpoints. This involves setting up data loss prevention (DLP) policies and using managed identities for secure access. The platform helps to ensure curated, clean, and secure data sources and endpoints, offering robust security, compliance, and operational excellence. 
  • Govern through pragmatic risk management. Implement automated risk management processes with Power Platform and Power Platform admin center (PPAC), tailored to application complexity and risk levels. PPAC provides continuous monitoring, real-time alerts, and adherence to compliance standards, helping to ensure managed security, governance, operations, and availability. This comprehensive approach helps mitigate risks and maintain a secure development strategy. 
  • Scale AI experimentation through citizen development. Allow IT leaders to spearhead AI experiments and develop innovative solutions using Power Platform and agents. This approach fosters continuous improvement and innovation. Providing training and support for developers at all levels enhances their technical skills and process knowledge, empowering them to effectively use AI capabilities. 

Take the readiness assessment today 

Begin your journey toward AI-first development with our AI and low-code readiness assessment. This crucial first step will set the foundation for implementing cutting-edge development tools in Power Platform, allowing your organization to realize the full benefits of AI-first development. 

Take the assessment now and unlock the full potential of AI capabilities in the Power Platform.

A man in glasses looking at a computer screen

AI and low-code readiness assessment

Help your organization get the most out of Microsoft Power Platform.

Explore the Power Platform Implementation Guide to discover how Power Platform and agents can help boost your score.

By addressing gaps and boosting maturity, your organization can better prepare for the future of AI-supported development. Empower developers, secure data, and transform application development with Power Platform. 


Source:

1 Improve Productivity And Efficiency With GenAI-Infused Low-Code Development Tools, a commissioned study conducted by Forrester Consulting on behalf of Microsoft, 2025. 

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Elevate your Microsoft Power Platform development experience with Power CAT Tools  http://approjects.co.za/?big=en-us/power-platform/blog/2025/03/04/elevate-your-microsoft-power-platform-development-experience-with-power-cat-tools/ Tue, 04 Mar 2025 16:00:00 +0000 We are thrilled to announce the launch of Power CAT Tools, a comprehensive suite of features designed to enhance your development experience.

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We’re thrilled to announce the launch of Power CAT Tools, a comprehensive suite of features designed to enhance your development experience within Microsoft Power Platform. Whether you’re a seasoned Microsoft Power Platform maker, an administrator looking for ways to optimize development efficiency, or just getting started on the platform, the Power CAT Tools suite offers valuable resources to help you build robust and efficient solutions with greater ease. 

Power CAT Tools homepage

Upgrade your development pipeline quality 

Power CAT Tools feature suite is designed to streamline your development workflow with capabilities that automate essential tasks and provide insightful guidance based on real-world best practices. Read on to learn about the tools in this powerful suite of features.

Code Review Tool 

Code Review Tool automatically reviews your code to help to ensure adherence to best practices and standards, helping you identify and rectify potential issues early in the development process. 

Feature landing screen for the Power Platform review tool listing previous reviews

Code Review Tool automatically reviews code to identify potential issues early in the development process, providing actionable insights and recommendations for optimization and improvement. It meticulously scans the codebase of various platform component types (canvas apps, cloud flows, bots, and more), highlighting areas that require attention and offering a standardized checklist of best practices curated by solution architects in Microsoft.  

Code review component results screen

This helps developers maintain high standards in their code, reducing the likelihood of errors and enhancing overall performance.

Learn more about code review.

AI-generated solution documentation 

Using AI, solution documentation automates the generation of basic documentation details, significantly reducing the manual effort required. This AI-powered approach helps to ensure that documents are created efficiently and accurately, minimizing human errors and removes the burden of generating basic documentation details, allowing users to focus on more strategic activities and enhancing productivity and efficiency. Simply choose or upload an unmanaged solution, choose the desired document sections, and export to word for quick and easy documentation. 

Solution documentation generated by the AI documentation tool

Read more about AI solution documentation.

Risk assessment 

The Risk assessment feature evaluates potential risks in solutions exposed by security roles and provides actionable mitigation strategies. This proactive approach helps makers and admins address risks collaboratively before and after deployment into production with real business data, helping to ensure the stability and security of their solutions and the system. 

Risk assessment dashboard shows the overview of the assessments

It’s imperative to establish a robust framework for managing security threat tolerance and reducing vulnerability surface area. Whether you’re using Microsoft Dataverse or any other data store, this principle remains crucial. Setting a standard for identifying risks appropriate for your business data’s context is a critical first step. Organizations should define clear guidelines and baseline policies that can systematically evaluate and address potential security threats. This proactive approach helps to ensure that all custom roles are assessed against predefined criteria, minimizing the risk of unauthorized access and data breaches. Continuous monitoring and updating security configurations to adapt to evolving threats is essential for maintaining a strong security posture. 

The Risk assessment tool offers a comprehensive suite of capabilities designed to enhance security and compliance specific to the Dataverse security model and Microsoft Power Platform solutions. This tool is particularly beneficial for both makers and administrators, as it provides automated scanning and compliance checks for custom security roles within Dataverse. By continuously monitoring and evaluating security roles, the tool helps identify potential weaknesses and helps to ensure that roles meet baseline access levels, which can be customized to reflect an organization’s specific security requirements.  

Risk assessment review screen to view scan results

It flags noncompliant roles that do not meet baseline policies defined by administrators, preventing deployment of solutions with noncompliant roles and allowing app owners to take corrective action promptly. Detailed insights into the privileges and clear instructions help app owners understand the potential risks and take appropriate actions to mitigate them to achieve compliance. 

For administrators, the tool offers a unified view of security settings across different environments, making it easier to manage and monitor security roles. It also supports the evaluation of roles against configurable baseline risk ratings, helping administrators enforce compliance and maintain governance throughout the development lifecycle. 

Risk assessment settings screen to update baseline risk ratings

Get more information on Risk assessment.

API playground 

The API Playground, offering a Postman-like experience, allows developers to test and explore APIs seamlessly. This tool is a pre-authenticated software testing environment that helps makers quickly and conveniently interact with Dataverse web API. By eliminating the need for extensive setup or authentication processes, it simplifies the process of integrating and debugging APIs. 

A completed request to the AI Reply Dataverse action using the API playground.

Learn more information on API playground.

Plugin monitor 

The tool provides a convenient, modern interface to easily monitor and analyze plugin performance and behavior, providing insights into efficiency and helping plugin developers optimize their plugins for better performance. Use tracing to troubleshoot low-code and pro-code plug-ins. Tracing helps makers by recording run-time information as an aid in diagnosing the cause of failures, or for general validation of certain states during development. 

A completed request to the AI Reply Dataverse action using the API playground.

Learn more about plugin monitor.

Empowering makers with Power CAT Tools solutions

The Power CAT Tools solution is a distinctive community offering provided by the Microsoft Power CAT team, designed to elevate your development experience beyond what the native platform offers. Built on the low-code platform itself, this open-source repository helps to ensure transparency and offers unique insights into development best practices that are not available natively. The tools suite helps build robust and efficient solutions by making it easier for makers to adhere to best practices. 

Get started with Power CAT Tools today 

To get started with Power CAT Tools, simply download and install the app from the Microsoft AppSource. Configure your development environment to integrate with Power CAT Tools, explore the various features, and begin using the toolkit to enhance your development projects. 

Go to the GitHub repository to get started, or quickly install from AppSource.  

We hope you find Power CAT Tools valuable in your development journey. Thank you for your continued support and contributions. Happy building! 

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2025 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based Copilot offerings http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2025/01/23/2025-release-wave-1-plans-for-microsoft-dynamics-365-microsoft-power-platform-and-role-based-copilot-offerings/ Thu, 23 Jan 2025 17:00:00 +0000 We’ve published the 2025 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based Copilot offerings. These plans are a compilation of the new capabilities planned to be released between April 2025 and September 2025.

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We’ve published the 2025 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based Copilot offerings. These plans are a compilation of the new capabilities planned to be released between April 2025 and September 2025. With advancements in agents, automation, intelligence, and seamless integrations, this release is designed to address the evolving needs of modern enterprises while driving efficiency and innovation across industries.

Key areas of focus include expanding AI capabilities and agents to automate routine tasks, provide actionable insights, and improve decision-making at every level. This wave introduces enhancements to user experiences, enabling more intuitive workflows, smarter resource management, and greater collaboration. Businesses can benefit from intelligent tools that optimize operations, improve customer engagement, and support strategic growth initiatives.

In addition to productivity and efficiency, this release prioritizes security, governance, and extensibility, helping to ensure businesses can scale confidently while maintaining compliance and control. With these advancements, organizations can take advantage of the full power of AI and agents to transform their operations and deliver exceptional value to their customers. Watch a summary of the release highlights for 2025 release wave 1.

Dynamics 365 release wave 1

Check out the release wave 1 Dynamics 365 features.

Highlights from Dynamics 365

Microsoft Dynamics 365 Sales brings the power of AI to help sellers meet their targets while boosting seller productivity. Copilot and agents enhance performance and simplify tasks, to help grow your pipeline, sharpen strategies, and accelerate deals. A reimagined user experience ensures sellers never miss the best move. Automated research, ongoing follow-ups, and prioritized tasks provide continuous guidance, allowing you to focus on the right actions to drive success and grow your business. Watch this video to discover the new and enhanced features included in this release wave.

Microsoft Dynamics 365 Customer Service will enable agentic capabilities for case and knowledge management, as well as AI-driven routing, while extending Copilot capabilities for customer service representative and supervisor experiences, with a focus on productivity improvements. Watch this video to discover how the latest enhancements to Customer Service can benefit your business.

Microsoft Dynamics 365 Contact Center will transform service experiences with new features to deliver effortless self-service, accelerate assisted service, and drive efficiency. The 2025 release wave 1 introduces Copilot and agent capabilities to automate intent determination for evergreen self-service and autonomous knowledge management.  Additional key features include multi-modal support in customer intent agent, enhanced unified routing features, and new workforce and quality management capabilities.

Microsoft Dynamics 365 Field Service introduces Copilot-first experiences that enhance service operations and deliver exceptional customer experiences in 2025 release wave 1. Key features include automated inspection generation from templates, actionable insights for schedulers, quick access to vital information for frontline workers and managers, plus seamless integrations with Microsoft Teams and Outlook.

Microsoft Dynamics 365 Finance capabilities are designed with a copilot-first experience, delivering enhanced automation and agentic capabilities. This release focuses on simplifying complex tax management and regulatory compliance, automating account reconciliations with agents, improving bank reconciliation processes, and adding intelligence to planning, along with extensibility and data refresh updates for business performance analytics. Discover how the latest enhancements to Finance can benefit your business in this video.

Microsoft Dynamics 365 Supply Chain Management advances autonomy by integrating intelligence, automation, and analytics to improve productivity and organizational adaptability. This update enhances operational efficiency by automating supplier communications, improving demand planning accuracy with cell-level explainability and generative insights, and taking advantage of AI in manufacturing to align production data with actual processes.

Microsoft Dynamics 365 Project Operations is focused on enhancing usability, performance, and scalability in key areas such as project planning, contract management, invoicing, time and expense entry, and core transaction processing. The spotlight is on AI-assisted core functionality improvements in what-if analysis, proposal generation, time and expense and approvals. This release will introduce a mobile app for time management and deliver scale improvements to support larger projects and handle higher invoice volumes.

Finance and operations cross-app capabilities will continue enabling AI and autonomous enterprise resource planning (ERP) with capabilities that support ERP application suite in Dynamics 365, including Dynamics 365 Finance, Supply Chain Management, Commerce, Human Resources, and Project Operations. We’re infusing agent experiences across applications, including chat, embedded AI, and intelligent process automation, and enabling extensibility for agent scenarios along with enterprise-grade security and compliance at scale.

Microsoft Dynamics 365 Human Resources enhances intelligence, automation, and analytics across the hire-to-separate process to boost productivity and enable business agility. We’re advancing recruiting with AI-driven assessments and integrations with external job boards, including LinkedIn. Additionally, we’re improving benefits and people management experiences for employees and HR business partners through AI-first solutions and automation. View this video to learn more about the features releasing in this wave.

Microsoft Dynamics 365 Commerce advances in-store experience by providing a mobile-first point-of-sale that reduces store hardware footprint and boosts sales conversion. The improvements to the payment connector allow modern payments methods, further reducing hardware requirements and offering more purchasing options for customers. Additionally, omni-channel unified pricing enables retailers to establish more intricate pricing structures, helping them remain competitive.

Microsoft Dynamics 365 Business Central introduces intelligent AI agents to enhance efficiency and automation for small or medium sized businesses (SMBs). These agents seamlessly integrate to execute complex tasks, generate reports, automate processes, and optimize order creation using natural language processing. This release focuses on manufacturing, sustainability, and electronic document capabilities, along with enhanced Shopify and Microsoft Dynamics 365 Field Service integrations.

Microsoft Dynamics 365 Customer Insights – Data powers Copilot and agents with the latest customer insights, enabling your teams to take advantage of this data directly within their daily workflow. Enriched with the latest marketing behavioral interactions and streamlined data ingestion, your business can access up-to-date customer profiles without delays to build each experience upon the last.

Microsoft Dynamics 365 Customer Insights – Journeys brings the power of AI to engage your customers on new channels so you can create new scenarios and business opportunities. Thanks to advanced journey capabilities, you can optimize interactions with your customers, helping to ensure that each touchpoint is meaningful and impactful. The new forms and event management features not only streamline the lead generation process but also help ensure that high-quality leads are captured and nurtured effectively.

Microsoft Power Platform

Check out the 2025 release wave 1 Microsoft Power Platform features.

Highlights from Microsoft Power Platform

Microsoft Power Apps changes how software solutions are built with the plan designer where makers can provide a business problem, and a set of agents helps them build a Microsoft Power Platform software. Apps created using Power Apps are intelligent, powered by a set of extensible agents that support most common tasks like exploring, entering, and summarizing data. Makers can automate common tasks by creating agents from existing apps and deploying them to take care of work autonomously. With integrated ability for users to understand and monitor agent actions, and easy ability to resolve issues when agents hit roadblocks, Power Apps is accelerating the shift to intelligent AI-driven solutions at scale. Watch this video to discover the exciting features launching in this release wave.

Microsoft Power Pages enables businesses to build secure, data-driven portals effortlessly. Recent updates include AI-driven features like Web Agents for multi-platform engagement (email, Teams, WhatsApp), AI-assisted form filling for improved productivity, dynamic list visualizations for better insights, and enhanced governance policies to strengthen security and streamline site deployments.

Microsoft Power Automate is transforming how enterprises automate complex business processes through new human-in-the-loop experiences, including advanced approvals and AI native capabilities, such as generative actions and intelligent document processing. A comprehensive suite of governance, observability, and security controls coming to the automation center and Microsoft Power Platform admin center help to manage complex automations at scale. Watch this video to learn about the new features releasing in Power Automate in this wave.

Microsoft Copilot Studio brings new autonomous agent capabilities; extension of Microsoft 365 Copilot with Custom Agents; new capabilities for the Copilot Studio embedded builder in Microsoft Copilot including support for actions, new enterprise knowledge sources, and the ability to upgrade a declarative agent to Copilot Studio custom agent to access additional capabilities and new conversational channels for custom agents including WhatsApp and SharePoint. Watch this video to discover how the latest enhancements to Copilot Studio can benefit your business.

AI Builder in Copilot Studio brings the power of advanced automation to routine processes like email handling, document processing, and image management, helping businesses run smarter and more efficiently. AI Builder has multi-modal content processing capability, which allows businesses to handle various data types—including text, document, and images—within a single natural language instruction. Enhanced Prompt builder tools empower makers to customize AI actions with diverse inputs, expanded data sources from Microsoft Dataverse, and support for generating multiple content types, including documents.

Dataverse is continuing to extend maker experiences by enriching app and agent building capabilities across the platform. Dataverse can seamlessly connect all your data together with an ever-expanding set of external data sources. And with your data together, Dataverse can convert your enterprise data into knowledge, which you can use to customize and extend agents that are built in Microsoft Copilot Studio and the agent builder experience in Microsoft 365 Copilot. These investments are aimed at grounding AI-driven experiences with enterprise knowledge across Microsoft Power Platform.

Microsoft Power Platform Administration and Governance continues to provide enhanced tools and insights for admins to get the most from Microsoft Power Platform. In this wave. We’re focusing on security, easing adoption and governance of Copilot and agents, and helping enterprises boost the adoption of Microsoft Power Platform at enterprise scale with a modernized admin center experience and a new admin connector for automating admin tasks.

Highlights from Role-based Copilot offerings

Role-based Copilot offering release wave

Check out the 2025 release wave 1 Role-based Copilot offering features.

Microsoft 365 Copilot for Sales continues to drive innovation with advanced generative AI capabilities designed specifically for sales-focused roles. In this release, we’re enhancing our assistive features by surfacing further CRM platform insights and recommendations to the sales team across the Microsoft 365 product suite. We’re also streamlining SalesChat™ experiences and driving new agent workflows to put organizations in control of automation experiences and notifications.

Microsoft 365 Copilot for Service continues to deliver and enhance cutting-edge generative AI capabilities for agents within their flow of work. In this release, we’ll be introducing connectivity with any CRM system and inline email summary and drafting.

Microsoft 365 Copilot for Finance enhances efficiency for finance professionals by providing insights that aid strategic decision-making and reduce manual tasks. The 2025 release wave 1 focuses on intelligent automation of variance analysis in Excel, access to external data sources, extending functionalities through Copilot Studio, supporting collections calls in Teams, and taking advantage of generative AI to summarize macroeconomic conditions. Visit the release planner to learn more about upcoming features.

Early access period

Starting February 3, 2025, customers and partners can validate the latest features in a non-production environment. These updates include user experience enhancements that will be automatically enabled in production environments by April 2025. Take advantage of the early access period to test these updates and effectively plan for your customer rollout. Explore the 2025 release wave 1 early access features for Dynamics 365 and Microsoft Power Platform or visit the early access FAQ page for more information.

For a complete list of new capabilities, please refer to the Dynamics 365 2025 release wave 1 plan, the Microsoft Power Platform 2025 release wave 1 plan, and the Role-based Copilot offerings 2025 release wave 1. We also encourage you to share your feedback in the community forums for Dynamics 365 and Microsoft Power Platform.

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Redefine development: AI-first innovation with agents and Microsoft Copilot in Power Platform http://approjects.co.za/?big=en-us/power-platform/blog/2024/11/19/redefine-development-ai-first-innovation-with-agents-and-microsoft-copilot-in-power-platform/ Tue, 19 Nov 2024 13:30:00 +0000 New AI features across Microsoft Power Platform, Microsoft Copilot Studio, and Microsoft Power Apps help accelerate business development and improve security and governance. Read more.

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At Microsoft Ignite 2024, it’s incredible to reflect on the transformative journey we’ve had with Microsoft Power Platform. To date, nearly 600,000 organizations have used AI-powered capabilities like Copilot in Microsoft Power Platform, up 4x year over year.

After a successful Early Access Program, we are also excited to announce that Microsoft Copilot Studio autonomous agents are now in preview. Copilot Studio enables more customers and users to build powerful autonomous agents for a multitude of use cases. We’re also introducing major updates to Power Platform to enhance developer capabilities. Finally, we’re sharing streamlined management of security and governance for Microsoft Power Platform, including your agents.

Over the past year, we’ve witnessed how reimagining business processes with Copilot and agents has revolutionized what we build, including intelligent apps and AI agents. Additionally, enhancing efficiency through automation and AI has fundamentally changed how we build, unlocking even more rapid low-code development.

Supercharge business processes with agents: Change what we build

For years, Microsoft Power Platform’s AI-infused low-code capabilities have empowered organizations to create and deploy applications with ease. Now, with Copilot as the new UI for AI, any organization can build powerful agents that augment their workforce and execute business processes right inside Copilot Studiowithout any coding. Autonomous agents can work independently, detecting events like an email arriving, and use generative AI to trigger a series of actions. By automating complex tasks, these agents can orchestrate workflows and work unprompted alongside or on behalf of users or entire teams.

Autonomous agents now in preview

Since its debut at Microsoft Ignite 2023, Copilot Studio has transformed how businesses apply AI to common conversational workflows. By enabling users to create custom agents with advanced AI integration, we’re empowering organizations to streamline customer engagement, employee experience, and partner relationships.

And the introduction of autonomous agents (preview) is a game-changer. Agents built in Copilot Studio can now operate independently, dynamically planning and learning from processes, adapting to changing conditions, and making decisions without the need for constant human intervention. These autonomous agents can be triggered by data changes, events, and other background tasks—and not just through chat.

We’re also announcing agent library (preview) so users can get a head start by choosing agents based on commonly used scenarios and autonomous triggers (preview), allowing agents to automatically respond to signals across your business and initiate tasks. These advancements make it easy to automate complex tasks and processes.

A moving image demonstrating autonomous triggers in Copilot Studio.

Agent builder in Microsoft Power Apps now in preview

We’re also announcing the preview of agent builder in Power Apps, enabling organizations to rapidly transition into the AI-first era. By using existing knowledge, logic, and actions already built into the apps they create, makers can develop agents to handle tasks autonomously, eliminating repetitive processes, redefining individual productivity, and improving overall business efficiency.

A moving image demonstrating agent builder in Power Apps.

Stories and benefits from the Copilot Studio autonomous agent Early Access Program

Autonomous agents are expanding the boundaries of what’s possible, enabling the creation of innovative applications and solutions that drive significant business outcomes:

  • Accenture, a leading global professional services company that specializes in IT services and management consulting, has created agents to simplify complex operations and boost customer satisfaction.

“Accenture joined Microsoft Copilot Studio’s Early Access Program on autonomous agents and tapped into our deep industry and functional expertise to swiftly create high-impact, agent-driven use cases that drive workforce efficiency and enhance customer experiences. We developed nine powerful agents for Business Operations and Industry, positioned to increase operational efficiency by 40%, raise customer satisfaction scores by 10% to 20%, and lower costs by 15%. The simplicity of Copilot Studio’s agentic platform, ease of use, and configurability played a critical role in our success.”

—Rich Holsman, Senior Managing Director of Global Data and AI, Accenture

  • Pets at Home, a leading pet care business in the United Kingdom, has used Copilot Studio to create autonomous agents for specific business workflows. One agent that was created for the profit protection team enabled more efficient case compilation for human review, potentially saving seven figures annually.

“We’re using AI to do the time-consuming work so our colleagues can use all resource and expertise to make decisions quickly based on large amounts of data. It’s truly helped empower colleagues through both the level of information at their fingertips, and in time spent on more nuanced and insightful work. The agent solution allows the profit protection team to more effectively assess cases for potential profit loss and dedicate more of their time to skilled analysis, rather than simply information gathering.”

—William Hewish, Chief Information Officer, Pets at Home

Enhance efficiency with AI in low-code: Change how we build

Microsoft Power Platform has always been focused on enabling rapid development of solutions. With Copilot, that is truer than ever. It is increasingly possible to use natural language, images, and documents to develop applications, automations, and more. This will unlock faster development and make Microsoft Power Platform increasingly accessible.

Plan designer in Power Apps now in preview

The new plan designer in Power Apps (preview) is a game-changer, integrating AI-powered assistance directly into the app creation process. Makers can now simply describe their business challenges and provide context like process diagrams, data models, or even screenshots of legacy applications. From there, Copilot will draft user roles and requirements, which can then be refined or modified with AI assistance. Copilot offers real-time suggestions and automation within a single conversational interface, leading makers from problem definition to solution architecture.

Unlock endless possibilities with deeper Microsoft Azure integration

By integrating Copilot Studio with Microsoft Azure AI Foundry Portal, users can bring their own models, prompts, and knowledge, ensuring a smooth and efficient connection with Azure services—without the need for extensive coding.

Copilot Studio pay-as-you-go with your Azure subscription

As accessing Azure AI capabilities in Copilot Studio becomes more common, flexible pricing has become essential. On December 1, 2024, Microsoft will introduce an option to buy Copilot Studio messages with pay-as-you-go consumptive billing through existing Azure subscriptions. This pricing option empowers developers to harness the full potential of Azure AI, while providing the flexibility needed to scale and adapt to changing demands.

Empower administrators with streamlined governance and security

In 2022, we transformed governance with managed environments, empowering tens of millions of citizen developers around the world.

Now, we’re taking it further with managed security and managed operations. These new features bring advanced threat protection, proactive alerts, and seamless disaster recovery to Power Apps, Microsoft Power Automate, Copilot Studio, and Microsoft Dynamics 365. Integrated directly into the reimagined Power Platform admin center, these capabilities ensure your business applications are secure, scalable, and always performing at their best.

Embrace the future of AI-first development

The integration of Copilot and autonomous agents is further revolutionizing development in Microsoft Power Platform. These advancements are not just about automating processes; they are reshaping the landscape of digital innovation. Microsoft Power Platform enables organizations to become AI-first companies—innovating faster, making smarter decisions, and delivering greater value to their customers.

Explore Microsoft Power Platform blogs and sessions for Microsoft Ignite 2024

Copilot Studio introduces autonomous agents, agent library:

Copilot Studio and Azure AI announce new tools for developers:

Copilot Studio enhances platform with new updates:

New capabilities in Power Apps help leverage AI for business productivity:

New AI and governance features in Microsoft Power Automate:

Power Platform Admin Center simplifies security and governance experience:

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2024 release wave 2 launches with hundreds of Copilot capabilities http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2024/10/29/2024-release-wave-2-launches-with-hundreds-of-copilot-capabilities/ Tue, 29 Oct 2024 16:23:00 +0000 Enterprise resource planning (ERP) platforms were designed to help integrate the fragmented processes that comprise the operation of a large enterprise. But the way we do business keeps fundamentally changing.

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We’ve launched 2024 release wave 2 for Microsoft Dynamics 365, Microsoft Power Platform, and role-based Microsoft Copilot offerings—introducing a rollout of new features and enhanced capabilities releasing between October 2024 and March 2025. These updates include advanced Copilot capabilities for Microsoft 365 Copilot for Sales, Copilot for Service, and Copilot for Finance to empower your workforce, optimize business processes, and enhance customer engagement.

Catch all the highlights and demos from today’s Microsoft Business Applications Launch Event. In addition to newly-announced features, you’ll learn how companies like Lynk & Co, Lifetime Products, Stoneridge Software, AIS, and Schneider Electric are leveraging these new features to drive transformation.

Copilot and agents are the future of AI for business

2.1 million users engage with Copilot across Microsoft business applications every month, including employees at companies like PayPal, HP, Lumen, and McKinsey & Company. These Copilot experiences can drive new levels of productivity and efficiency while offering high standards of privacy, security, and compliance.

Moving forward, we envision AI-first organizations will comprise people, Copilot, and agents. Copilot is your AI assistant, designed to work for you. With Microsoft Copilot Studio, you can create, manage, and connect agents to Copilot. Organizations will have a network of agents, ranging from simple prompt-and-response systems to fully autonomous entities, that will operate on behalf of individuals, teams, or functions to execute and orchestrate business processes. Copilot serves as the interface for interacting with these agents, which can handle tasks such as accelerating lead generation, processing sales orders, and automating supply chains. At the Business Applications Launch Event, we showcased new features across Dynamics 365 and Microsoft Power Platform that demonstrate what’s possible with Copilot and agents.

Thrive with customer experience applications

2024 release wave 2 brings exciting new features to Dynamics 365 customer experience apps designed to deliver connected and personalized experiences for both customers and employees. These innovations focus on optimizing customer interactions and streamlining sales processes across your organization.

New capabilities for Microsoft Dynamics 365 Customer Service, Microsoft Dynamics 365 Contact Center, and Microsoft Dynamics 365 Sales include a multilingual bot (supported languages), Copilot-generated prompts, in-line email functionality, and more. These features are set to transform how businesses engage with customers and manage internal processes.

During the launch event, we showcased how Lynk & Co, an innovative car company, is leveraging the multilingual Copilot Studio bot in Dynamics 365 Customer Service. By using AI-powered voice recognition and Copilot-generated prompts, they’ve been able to optimize customer wait times and improve case resolution speed. These tools have enabled Lynk & Co to significantly reduce case review times while keeping their sales team in the loop, thanks to seamless data sharing between service and sales teams.

With Copilot’s intelligent automation, sales managers at Lynk & Co can now focus on building customer relationships rather than manually sorting through documents. By streamlining workflows and providing actionable insights, Copilot empowers sales professionals to work more efficiently and drive business growth. These new capabilities—combined with tools like real-time prompts, the Sales Qualification Agent, and account summaries generated by Copilot—offer businesses a modern, intuitive way to stay connected with customers and make smarter decisions faster.

Explore the release plans for Dynamics 365 Customer Service, Dynamics 365 Contact Center, and Dynamics 365 Sales.

Defining autonomous enterprise resource planning (ERP) with innovative agents

Microsoft Dynamics 365 ERP solutions introduce significant enhancements aimed at improving both core functionalities and autonomous capabilities. These updates include the introduction of five autonomous agents for Dynamics 365 designed to streamline processes and boost organizational efficiency. By automating routine tasks, businesses can focus more on strategic decision-making and adapt to the dynamic market landscape.

For Lifetime Products, a leading global producer of outdoor consumer goods, these improvements have substantially enhanced the productivity of their finance team. The Account Reconciliation Agent for Dynamics 365 Finance autonomously identifies discrepancies between subledgers and ledgers, offering actionable recommendations and reducing manual effort. Additionally, automated bank reconciliation now matches transactions and summarizes histories, saving time and improving accuracy. These features have streamlined their month-end close process across multiple legal entities, enhancing both efficiency and compliance.

In parallel, Microsoft Dynamics 365 Business Central updates have improved operations for more than 40,000 customers. The Sales Order Agent enables businesses like Stoneridge Software’s clients to manage sales orders without needing additional staffing, speeding up order processing while maintaining service quality. Interoperability between Dynamics 365 Business Central and Microsoft Dynamics 365 Field Service has streamlined service order management, reducing manual data entry and errors. This automation allows technicians to work more efficiently, improving the overall customer experience and ensuring timely service delivery.

Explore the release plans for Dynamics 365 Finance, Microsoft Dynamics 365 Project Operations, Microsoft Dynamics 365 Supply Chain Management, Microsoft Dynamics 365 Commerce, Microsoft Dynamics 365 Human Resources, and Dynamics 365 Business Central.

Unlock value everywhere with Microsoft Power Platform and Copilot Studio

Microsoft Power Platform offers new capabilities that enhance automation and app development using AI-powered tools. Copilot simplifies workflows, generates apps, and assists with complex processes, enabling businesses to manage tasks more effectively. With new AI-driven features across Microsoft Power Platform you can create solutions across your organization in record time.

At the launch event, we highlighted how Applied Information Sciences (AIS) is improving workforce efficiency in vendor invoice management using AI-enabled features in Microsoft Power Automate. With Copilot, automating processes such as routing and approvals based on predefined rules, AIS can handle a large volume of invoices daily, reducing manual input and increasing productivity. Users can easily update workflows with a few clicks, and the new summary functionality ensures clear tracking and sharing of updates.

AIS’s onboarding process for new consultants supports ongoing training with Copilot in Microsoft Power Apps. “Search with Copilot” allows users to retrieve records using natural language queries, while the AI-enabled paste feature efficiently fills out onboarding forms, reducing manual data entry. Copilot Studio improves IT Helpdesk automation with task assignment and grounding third-party data sources through knowledge management.  This provides analytics for monitoring agent performance and improves accuracy while also enabling a continuous improvement process.

Explore the release plans for Power AppsMicrosoft Power Pages Power Automate, and Copilot Studio.  

Bring automation to your business with Copilot

The latest improvements in Microsoft 365 Copilot for Sales, Copilot for Service, and Copilot for Finance focus on enhancing user experience by automating routine tasks and providing actionable insights through autonomous agents. These advanced functionalities allow sales teams, customer service representatives, and finance professionals to offload repetitive activities, enabling them to concentrate on strategic initiatives. As a result, organizations can optimize efficiency and improve overall productivity.

For instance, companies like Lumen and Genpact have experienced significant time savings with Microsoft 365 Copilot for Sales and Microsoft 365 Copilot for Finance capabilities. Lumen reported a 94% reduction in research time for sales data, while Genpact achieved over a 50% decrease in payroll processing time through automated reconciliation. These enhancements demonstrate how Copilot agents are not only improving workflows but also positively impacting the workforce’s efficiency.

Schneider Electric is another example of a company benefiting from these advancements. Its sales team can now effectively prioritize leads with the help of the Lead Intelligence Agent, which analyzes customer interactions and external data to deliver enriched insights. This streamlined approach allows sales representatives to engage with prospects more strategically, ultimately supporting their goal of enhancing efficiency and driving revenue growth.

Explore the release plans for Microsoft Copilot for Finance, Microsoft Copilot for Service, and Microsoft Copilot for Sales.

A mature man sits inside a treehouse, using a laptop.

Business Applications Launch Event

Dive deeper into the new and enhanced AI capabilities included in the 2024 release wave 2.

Watch the virtual Microsoft Business Applications Launch Event

Join us for the on-demand Microsoft Business Applications Launch Event to discover the latest enhancements in Dynamics 365, Microsoft Power Platform, and Microsoft Copilot apps. The event features in-depth demos of new autonomous agents and other capabilities designed to optimize your workflows and streamline operations.

Don’t forget to review the detailed release plans for Dynamics 365 and Microsoft Power Platform. Stay updated on the latest features and upcoming enhancements, and create your personalized release plan using the release planner to ensure you’re equipped with the knowledge needed to maximize these new capabilities.

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AI-powered business innovation with the Power Platform Community http://approjects.co.za/?big=en-us/power-platform/blog/2024/09/18/ai-powered-business-innovation-with-the-power-platform-community/ Wed, 18 Sep 2024 19:00:00 +0000 Welcome to the third annual Power Platform Community Conference (PPCC)! The buzz at the MGM Grand is electric with more than 6,000 of our favorite friends from the Power Platform community gathered here in Las Vegas.

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We’re excited to welcome over 6,000 of our closest Microsoft Power Platform friends to the third annual Power Platform Community Conference (PPCC) at the MGM Grand in Las Vegas this week. The Power Platform Community Conference is all about you, the community, and we’re looking forward to spending the week together.  

We’ve got an action-packed schedule lined up, so you’ll have plenty of opportunities to dive deep into Microsoft Power Platform technical readiness and best practices. You’ll also gain hands-on experience with the technology and learn how to apply it in real-world scenarios. Whether you’re a seasoned pro or just starting your journey with Microsoft Power Platform, this conference is designed to provide you with the knowledge and tools you need to succeed. But it’s not just about the sessions and workshops; it’s about the connections we make and the community we continue to build. 

Microsoft Power Platform

Cut costs and development time with low-code tools.

The latest innovations in Microsoft Power Platform

In case you missed it this morning, Charles Lamanna delivered an inspiring keynote, highlighting the latest innovations and future directions for Microsoft Power Platform. His keynote was followed by Jeff Teper and Kim Manis, who brought us the latest and greatest news on Microsoft 365 and Microsoft Fabric. Here’s a quick overview of the key takeaways: 

  • Microsoft Power Automate AI recording for desktop flows—public preview: AI Recorder simplifies the creation of desktop flows by reducing errors associated with recording clicks and keystrokes. It offers a “show and tell” experience, making it easy for users of all skill levels to record desktop flows.
  • Power Automate generative actions with inline cloud flows—EAP: This feature enables users to create and manage cloud flows directly within their workspace in Power Automate, enhancing productivity and streamlining workflows. 
  • Desktop flows from natural language—public preview: The ability for users to generate desktop flows in Power Automate using natural language is now in public preview, simplifying the automation process and making it more accessible. 
  • Two-action panes in the Power Automate designer—generally available: Gain a more flexible and efficient design experience in Power Automate designer by allowing users to work with multiple action panes simultaneously. 
  • Coauthoring in Microsoft Power Apps—generally available: Coauthoring enables multiple makers to work on different parts of a canvas app simultaneously, speeding up development and making collaboration seamless and efficient. 
  • Generate a plan with Copilot in Power Apps—limited preview: This will now help users generate detailed plans for their Power Apps projects, facilitating better planning and execution. 
  • GitHub Copilot in Power Pages—public preview: Professional developers using GitHub Copilot chat in Microsoft Visual Studio can now leverage a Microsoft Power Pages agent for page-specific coding assistance, blending pro-code with low-code and moving website development into the AI future. 
  • Copilot agents in Microsoft Copilot Studio—public preview: Copilot agents boost productivity by automating tasks and retrieving information quickly. Integrated with Microsoft 365 Copilot, they enhance workflows by connecting to your organization’s knowledge and data sources. Read more about our announcement on Copilot Agents in this blog, published on September 16, 2024.
  • Agent builder—public preview: Agent builder is a new, lightweight Copilot Studio experience that makes it simple for users of any skill level to build Copilot agents directly within BizChat and SharePoint and publish them as Copilot extensions. Read more about our announcement
  • Enhanced Copilot Studio capabilities: The core platform now features GPT-4o as the default model, offering more precise answers than GPT-3.5 Turbo. Copilot Studio can handle larger knowledge sources (up to 512MB) and interpret images, diagrams, and tables in PDFs, enhancing its accuracy, efficiency, and versatility for modern businesses.

Explore opportunities to connect at the Power Platform Community Conference

As mentioned, there are so many opportunities to connect with fellow Microsoft Power Platform enthusiasts so hold on to your hats! Here’s what you can look forward to: 

  • Keynote presentations: Ryan Cunningham will be hosting a thrilling panel discussion on security, research, and intelligent applications with Thomas DohmkeVasu Jakkal, and Jamie Teevan. They’ll be talking about the future of technology in the era of AI on Friday, September 20, 2024. 
  • Breakout sessions: With more than 100 breakout sessions, you’ll have the chance to dive deep into Microsoft Power Platform technical readiness and best practices. 
  • Hands-on workshops: Don’t hesitate to participate in one of the 20 full-day workshops to get hands-on experience with new Microsoft Power Platform technology and learn how to apply it in real-world scenarios. 
  • Ancillary activities: Enjoy 15 additional activities, including meetups, community activation events, and even talent shows. 
  • Show floor: Explore more than 60 partner booths and visit the Microsoft Booth to engage one-on-one with Microsoft experts, see product demos, collect unique event stickers and pins, and attend additional theater content in our dedicated theater space.  

Continuous product innovation with Microsoft Copilot and AI 

Finally, we want to extend a huge thank you to you, the Power Platform community, for your continued support and enthusiasm. Your feedback and engagement drive our innovation and success. The Power Platform community is a vibrant and diverse group of individuals who are passionate about driving change and making a difference. The impact of the developments contributed by this group extends beyond just our immediate projects, influencing broader industry trends and setting the stage for future advancements.  

This week is a celebration of that spirit, and we’re excited to see the amazing things that will come out of this conference as the insights shared during this event are invaluable. So, let’s dive in, learn, share, and make this the best PPCC yet!  

Looking ahead, don’t forget to register for Microsoft Ignite, taking place in November 18–22, 2024, for even more exciting innovations on the horizon for Microsoft Power Platform. You can also always stay connected throughout this week and post-conference by joining the Power Platform LinkedIn Community. This is the home of all ongoing product updates and insights, but also a place to share your experiences and connect with each other.  

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Unveiling agents built with Microsoft Copilot Studio to supercharge your business http://approjects.co.za/?big=en-us/microsoft-copilot/blog/copilot-studio/unveiling-copilot-agents-built-with-microsoft-copilot-studio-to-supercharge-your-business/ Mon, 16 Sep 2024 15:00:00 +0000 At Microsoft, we understand that every organization is unique, and to get the most out of AI, you will want to customize it for your business’s specific needs and processes. Whether you’re a user, developer, or IT professional, Microsoft Copilot Studio offers a comprehensive platform for creating, managing, and deploying AI agents.

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At Microsoft, we understand that every organization is unique, and to get the most out of AI, you will want to customize it for your business’s specific needs and processes. Whether you’re a user, developer, or IT professional, Microsoft Copilot Studio offers a comprehensive platform for creating, managing, and deploying AI agents.

A person sitting on a chair, holding a laptop, working from home.

Microsoft Copilot Studio

Explore new opportunities for applying AI to your unique business needs.

An agent is an AI assistant designed to automate and execute business processes, working with you or for you. They can build capacity for every individual, team, and organization—from sales to marketing to customer service, and more—enabling you to scale impact like never before.

Agents come in all shapes and sizes. They help you retrieve information from grounding data and reason over it to summarize or answer questions. More capable agents take actions when asked, replacing repetitive tasks, and the most advanced agents will be autonomous, operating independently to create plans, orchestrate other agents, and learn to know when to escalate to an employee.

A graphic illustrating various agents ranging from simple agents to advanced agents, including an IT Helpdesk agent, a Project Tracker agent, a Device Refresh agent, a Budget Management agent, a Lead Gen agent, and a Customer Support agent.

With Copilot Studio, you can create and publish agents to all kinds of channels, including Microsoft Teams, your website, or your customer engagement hubs, and we’ve seen great customer momentum with more than 50,000 organizations having used Copilot Studio to date. 

We’re announcing two new capabilities for Copilot Studio:

These new features will be rolling out in general availability to all Microsoft 365 Copilot customers over the coming weeks. 

Publish Copilot agents to Microsoft 365 Copilot

Copilot agents enable you to enhance Copilot’s capabilities by connecting to your organization’s knowledge and data sources. When Copilot can draw from valuable data in SharePoint, Microsoft Dynamics 365, or your line of business systems, it becomes significantly smarter about your business and its processes. You can also expand Copilot’s capabilities by equipping it with new skills, such as sending emails, updating records, or creating support tickets. And Copilot agents are capable of integrating with your existing line of business systems, enabling them to take action wherever it’s needed.

Users can find agents in a new Copilot agent store in Microsoft 365 Copilot Business Chat, Teams, and the Microsoft 365 app, and they can use these agents by mentioning them (@mention) or by interacting directly with them. IT admins can curate the catalog of agents available in the store from the Microsoft 365 admin center.

Empower users of any skill level to create agents

When it comes to agent creation, we’re excited to introduce a new, lightweight Copilot Studio experience that makes it simple for users of any skill level to build an agent directly within Business Chat and SharePoint. This new experience will roll out in general availability to all customers through October.

With it, you can tell Copilot Studio what you want your agent to do using natural language, and easily choose which knowledge sources you’d like to integrate from across your organization’s data, whether it’s specific documents or entire databases. When you’re ready, the agent can be used by you, shared with a select group, or deployed to an entire organization. Building an agent in SharePoint is even easier and you can create agents in SharePoint with a few clicks, no coding skills required.

A screenshot showing the new lightweight experience of Copilot Studio accessed from BizChat, highlighting the creation of a Field Service agent.

You can continue to customize these or any agents in the full Copilot Studio editor, adding more advanced capabilities including autonomy. As we announced at Build 2024, we believe autonomous agents will fundamentally change business processes. We’re actively working with enterprise customers who are building autonomous agents in Copilot Studio as part of our private preview, and we look forward to sharing more later this calendar year about how users can build and use autonomous agents.

Manage agents with centralized controls

We believe organizations that embrace AI will create and use many agents. Copilot Studio provides a trusted environment that delivers confidence through comprehensive policies, access controls, and agent management, all easily managed within the admin center. This includes the ability to control agent creation, sharing, and use, which allows organizations to meet their security, compliance, and governance goals.

Furthermore, the data used to ground agents remains securely within the Microsoft 365 trust boundary, adhering to your organization’s labeling and policy guidelines. When extending your agents through Copilot Studio, your data remains in the Microsoft Azure tenant boundary with security layers to prevent invalid authentication and authorization and data loss prevention (DLP) policies for additional control. And all of this is built on Microsoft’s Responsible AI and Enterprise Data Protection standards.

Ultimately, in a world where AI is rapidly transforming how we work, Microsoft 365 Copilot and Copilot Studio offer new opportunities for applying AI to your unique business needs. By empowering users to create, tailor, and deploy agents of all types, Microsoft is making advanced AI accessible and valuable to everyone.

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Enable reusability and maintain best practices with the catalog in Microsoft Power Platform http://approjects.co.za/?big=en-us/power-platform/blog/2024/09/11/enable-reusability-and-maintain-best-practices-with-the-catalog-in-microsoft-power-platform/ Wed, 11 Sep 2024 15:00:00 +0000 When building solutions in Microsoft Power Apps and Microsoft Power Automate, your organization may have company-specific needs and complex scenarios, such as custom mappings to various data sources, multi-faceted flows and triggers, and embedding various components with custom logic into apps. There is also repetitive work, such as implementing delicate design patterns, branding, and reusing links.

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When building solutions in Microsoft Power Apps and Microsoft Power Automate, your organization may have company-specific needs and complex scenarios, such as custom mappings to various data sources, multi-faceted flows and triggers, and embedding various components with custom logic into apps. There is also repetitive work, such as implementing delicate design patterns, branding, and reusing links. Creating all this from scratch every time is a waste of time and is an error prone process. Organizations also want to drive toward maintainable patterns and consistency for their makers.

A person sitting in a booth at a table working on a laptop.

Catalog in Power Platform

Share and install reusable assets, such as apps, flows, connectors, and prompts, customized for your organization.

The catalog in Power Apps and Power Automate is now generally available to the public. The catalog enables makers to share and install reusable assets, such as apps, flows, connectors, prompts, and more, that are customized for your organization, by your organization. This provides much more useful starting points than simple and generic templates. In addition, because the catalog is built on top of our solutions framework, you can also easily install catalog items from any environment in a tenant, and have catalog assets accessible from authoring experiences, like Canvas Studio and flow designer.

A screenshot of the catalog gallery showing reusable assets in Power Automate.

You can publish assets as a template or as a managed item. Templates are pure copies that any makers can utilize as they wish. Managed items are more tightly controlled and can be republished with updates over time so that your organization uses the most recent, authoritative version across environments.

A screen recording showing submitting a solution to the catalog as a template

Please note that you will need a managed environment to publish assets in the catalog as part of general availability. However, all assets can be installed from any environment, even ones that are not managed.

Using the catalog in Power Apps and Power Automate

Customers are using the catalog for a variety of scenarios, including:

  • Saving templates for reuse across environments.
  • Bundling components into a collection for specific departments to utilize.
  • Spinning up multiple catalogs and seed with sample data and apps for demo purposes.
  • Using the assets of a managed item as is and making no changes.
  • Building custom functionality on top of the assets in the managed item without changing the original components.
  • Using the assets to assist with building their own solutions. For example, Power Apps component framework components, custom connectors, and so on.
  • Partners are also using the catalog to streamline the process of building solutions and curating components for multiple customers at the same time across environments.

The catalog is highly flexible to handle a broad range of use cases, while backed by enterprise level governance and security, which is critical when managing a centralized and shared repository across many makers in a tenant. The catalog comes with comprehensive cross-environment roles and permissions, additional publishing groups to control who can make updates, administration and approval capabilities, installation tracking, and application lifestyle management (ALM). Organizations where makers can share and reuse artifacts in a controlled and secure environment will get the most out of Microsoft Power Platform.

Screenshot reflecting that the catalog manager administers your catalog and handles approval requests.

What our customers are saying about the catalog:

“Through Accenture’s participation in the private preview of Microsoft power catalog, we’ve provided feedback to Microsoft to help them shape a ready-to-use, centrally governed repository that can supercharge application and workflow development. In support of Accenture’s strategy to reuse and scale solution components, we will explore power catalog [during public preview] to help streamline and speed application development cycles, and to drive brand consistency across Accenture applications.”

— Uday Adhikari, [Microsoft] Power Platform lead for North America at Accenture

“5/5. The catalog closes the gap in distributing updates between (product) development, Sales, and Operations departments. For demos, we often require certain versions or special releases. With catalogs we enable everyone to set up the tailored demo by themselves while the product group can maintain pre-release builds at the same time.”

— Sebastain Sieber, Most Valuable Professional, proMX.

The catalog feature will be generally available with the following features:

  • Enterprise level roles and permissions to restrict who can publish and install catalog items across environments
  • Approval of catalog items by admins before they’re officially published for your organization to use
  • A suite of Microsoft-provided components out-of-the-box, such as Enterprise templates
  • Low-code and easy-to-use wizards to publish and install items
  • A My Activity page to track status and see any error codes for published and installed items
  • An administrative workspace to manage catalogs, users, and settings
  • And several other features, such as environment variable support, connection checks, a gallery page with comprehensive filters to browse catalog items, and more

Learn more about the catalog in Microsoft Power Platform

To learn more about the catalog, you can read an overview, the usage guide, and administration and setup instructions.

Some features planned on the horizon include:

  • Integration with Microsoft Copilot Studio.
  • Providing the option to choose the solution you’d like to install catalog items into.
  • Allowing makers to choose which solutions should be updated with new versions.
  • More post-installation options for different components (such as opening up a specific editor).
  • Submitting apps and flows directly into catalog with solution creation/selection as part of the wizard.
  • Improved error detection and handling.

You can find the catalog feature in your left navigation in both Power Apps and Power Automate. Contact your admin to help set up the catalog and you can get started right away.

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How the Microsoft Power Platform community is using low-code and AI to transform work and lives http://approjects.co.za/?big=en-us/power-platform/blog/2024/09/10/how-the-microsoft-power-platform-community-is-using-low-code-and-ai-to-transform-work-and-lives/ Tue, 10 Sep 2024 15:00:00 +0000 The Microsoft Power Platform community keeps showing us the next frontiers of innovation and creativity. These stories from our community below showcase some of the most innovative and inspiring work we’ve seen.

The post How the Microsoft Power Platform community is using low-code and AI to transform work and lives appeared first on Microsoft Power Platform Blog.

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My team and I spend our days developing technology that empowers everyone to build innovative solutions. We’ve seen the powerful combination of Copilot, AI, and low-code enable people from all sectors and professional backgrounds to transform their work and careers. The Microsoft Power Platform team believes that regardless of coding expertise, anyone should be able to solve their company’s challenges through technology. Everyone should be able to automate repetitive processes and create apps so they can focus on their most impactful projects. And everyone should be able to enhance their careers with AI.

In this new era, the true visionaries are those taking advantage of low-code and AI tools to build the solutions that directly affect people’s jobs and lives. The Microsoft Power Platform community keeps showing us the next frontiers of innovation and creativity. These stories from our community below showcase some of the most innovative and inspiring work we’ve seen.

At the third annual Power Platform Community Conference, we are excited to showcase some of the groundbreaking work emerging from our global community.

Minding mining trucks’ massive tires

Donia Strand is a Senior Business Systems Analyst at Kal Tire in Vernon, British Columbia, Canada. As the company’s Microsoft Power Platform manager, her work spans the experience of building her own solutions as a non-technical maker, to working with professional developers to build solutions.

To assess the viability of entry roads at mine sites around the world, the company’s Mining Tire Group performs “site severity” surveys. These surveys helped understand the mine site conditions and extend the lifespan of the costly mining haul truck tires. Donia explains that previously, “Supervisors used to spend up to an hour and a half entering data into Excel, taking photos, and then building out reports.”

Kal Tire operations managers in Canada brought this business issue to Donia and together they saw the opportunity to use Microsoft Power Apps to build an app that manages the surveys. Now, Kal Tire’s Site Severity App, developed in conjunction with MNP Digital, runs on mobile devices and automates the mining site data collection process. The app safely caches data while offline—a common necessity in remote mining sites. Microsoft Power Automate then generates polished PDF reports complete with visual graphs, ready to be shared with stakeholders.

“By integrating the app’s data into Power BI, the Mining Tire Group gained a comprehensive view of mine conditions across all regions,” Donia says. “This leads to better decision-making and reduces wear and tear on mining truck tires.” It also saved substantial time and resources, allowing supervisors to concentrate on their most critical tasks.

Donia low-code quote at Kal Tire

Looking forward, Donia is particularly excited about using Microsoft Copilot Studio to create new types of custom copilots for Kal Tire. Her advice to others who are just beginning with Microsoft Power Platform is: “Start simple, experiment, and you’ll be amazed at what can be created. The [Microsoft] Power Platform and AI are game changers: Saving time and opening new possibilities.”

A chatbot for business travel

Daniel Schaurich de Oliveira is the founder and owner of A1, a business travel agency based in Florianopolis, Brazil. For nearly 30 years, Daniel has focused on providing international and domestic travel services for corporate clients.

The challenges of the COVID-19 pandemic presented an unexpected opportunity for Daniel to explore new ways to improve his company. With travel restrictions severely impacting the industry, Daniel used the downtime to explore how Microsoft Power Platform and AI could transform his daily operations. He started by automating alerts and generating reports, but soon embarked on more ambitious projects to reimagine daily business.

“I have no IT background and never studied coding,” he says. “But I used Copilot Studio to develop a chatbot to assist my team with various company and industry inquiries.” Daniel was concerned that employees would be slow to adopt a new AI-powered chatbot, so he named it “Fifi” (whose name is akin to “a gossiper” in Brazilian Portuguese) and gave it a personality to make her a humorous, yet knowledgeable, addition to A1.  

Daniel low-code quote at travel agency

Fifi has streamlined internal operations, reducing the time Daniel and his team spend on routine inquiries and allowing them to focus on more strategic tasks. “Nowadays, Fifi is not just a chatbot or digital tool. She is a teammate,” Daniel says. “She’s our essential colleague. And whenever Fifi’s offline, we joke that ‘Fifi’s out sick today’.”

Daniel concludes, “The [Microsoft] Power Platform is amazing. It allows me to build my ideas and improve my business in ways that I never imagined were possible.”

From the mailroom to Microsoft MVP

As a young woman moving from the Netherlands to the US, Dian Taylor worked in a clothing store and the mailroom of a large American office supplies retailer. Later, she transferred to human resources at a bank. Eventually, she learned about Microsoft Dynamics 365 and Microsoft Power Platform.

Now, working in presales at RSM US LLP in Boca Raton, Florida, Dian is tasked with creating a large volume of engaging and effective demonstrations. Even without a formal technical background, Dian uses Microsoft Power Platform to build copilots and apps that can be seamlessly integrated into her demo presentations.

Dian low-code quote at RSM

“I use Copilot Studio a lot; not just to create custom chatbots to utilize on websites and Power Pages but also to connect to Dynamics 365 Customer Service,” she says. “It’s great for demos and helps take the pressure off our live agents.”

Dian also credits Microsoft Power Platform with making her job more fulfilling. “The advice that I would give somebody starting out in tech is to keep going and don’t feel overwhelmed,” she explains. “It’s okay not to know everything all the time. Take a step back, learn to use the right tools, and you’ll get there.”

Dian should know as she is now a four-time Microsoft Business Applications most valuable professional (MVP).

Supporting parents and children with autism

Raghav Mishra is a Product Architect at the Sprint365 consultancy in Copenhagen, Denmark. He discovered Microsoft Power Platform’s potential while developing new business solutions for a hackathon and realized that the same tools could be applied to address personal challenges at home. He was inspired by his wife who dedicated several hours each week creating visual instruction sheets for their son with autism. Raghav explains, “She made one-page instruction sheets with hand-drawn images and written directions to guide our son through daily activities like brushing his teeth or removing his shoes.”

Raghav developed the Make Life Easy app using Microsoft Power Platform to automate the creation of these daily instructions. Raghav leveraged Power Apps, AI services, and the DALL-E API to generate both text and images, which are then saved in Microsoft Dataverse and compiled into a one-page, colorful PDF. This document serves as an engaging visual guide for their son.

“I’d never worked with canvas apps,” he said. “The platform’s predefined structure allowed me, as a citizen developer, to build the app from scratch within just five days.”

Raghav low-code quote for son with autism

The app streamlined their family’s routines, cutting down the time spent on creating instructions and making the process clearer and more enjoyable for their son. What once took hours now only requires a few minutes, allowing the family to spend more quality time together. “This app has improved our daily lives,” Raghav says. “I really hope it can also help other families with similar needs.”

Modeling fashion and new technologies

Yumu Hatakeyama, a Microsoft Power Platform Evangelist at Akkodis in Tokyo, Japan, began his career as a fashion model. However, over time, it became increasingly difficult to make a living in the modeling industry. Yumu went back to school to study hardware engineering.

When COVID-19 struck, he was working in automotive parts manufacturing, creating circuit boards. As his company started to push for digital transformation, Yumu took the initiative to learn about Microsoft Power Platform and play a pivotal role in the transition. 

He had never created an app before. Drawing on his experience in the fast-paced fashion industry, he understood the importance of managing schedules. He learned how to use Power Apps and quickly put it to use by creating an attendance management app for remote workers during the pandemic. It visualized attendance data in an accessible dashboard format.

The app had an immediate impact, streamlining attendance across their team of 50 employees. Building on this success, he began incorporating Microsoft AI Builder into his work. Instead of manually inputting data from PDF invoices and receipts, the team trained custom AI models to automate this process, significantly reducing errors and saving time.

Yumu low-code quote for Akkodis

Now, he works full-time as a Microsoft Power Platform Evangelist. Yumu says, “Originally, I was in the business of promoting and selling fashion. I transitioned from evangelizing fashion to evangelizing technology. It seems like quite a shift, but the goal remains the same: to deliver better products to everyone.”

When speaking to new Microsoft Power Platform users, Yumu jokes, “If a former fashion model can achieve digital transformation with the Power Platform, you can definitely do it too.” His dream is to spread the use of Microsoft Power Platform across Japan, from large corporations to small and medium-sized businesses, helping everyone to imagine and build their own solutions.

The Future of Microsoft Power Platform is innovation and empowerment

It’s clear that the future of innovation is in the hands of those who do the work and turn their ideas into reality. The incredible advances created by the global Microsoft Power Platform community exemplify the power of low-code and AI tools to transform businesses and careers.

We can’t wait to see many of you at the Power Platform Community Conference in Las Vegas and to witness what we’ll achieve together in the coming years. With the recent advances in Microsoft Copilot, Microsoft Power Platform development will only get easier and more powerful.

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