Customize Copilot using Advanced Features within Dynamics 365 CRM


Microsoft has introduced Power Virtual Agents, which allow users to create Copilots for various requests. These Copilots can provide answers to common questions and handle complex conversations. In this blog, the author explains how to customize the Copilot with advanced features such as Generative Answers, Live Agents, and Actions. The blog provides step-by-step instructions on designing a tailored Copilot solution that can provide users with relevant Knowledge Articles and conduct searches on external websites. The blog also covers integrating the Copilot into the Power Pages Portal and connecting users with Omnichannel Live Agents if needed. Overall, the Copilot streamlines customer support and enhances the user experience.


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