Automating Customer Enquiry Handling with Dynamics 365 and Power Platform Connectors in Copilot Studio


Integrating customer enquiry and complaint submissions with Dynamics 365 using Power Platform connectors in Copilot Studio can automate record creation and improve customer satisfaction. This blog post provides a use case example of how a company can automate the capture and management of customer enquiries from their website directly into Dynamics 365. By using Power Platform connectors in Copilot Studio, customer enquiries can be automatically recorded, tracked, and managed efficiently. The post explains the process of triggering topics through phrases, gathering user preferences and information, initiating the connector for record creation, and displaying a confirmation message. Implementing this automation streamlines the enquiry handling process, reduces manual labor, and leads to faster response times and enhanced customer satisfaction.


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