Extending Copilot in D365 Sales – Part 2
This article discusses how to extend Copilot in Dynamics 365 Sales by adding a menu item/header called "Create records" to the "Prompt Guide." The Prompt Guide is a feature in Copilot that provides prompt suggestions for sellers. By configuring the Prompt Guide, businesses can customize the menu items and prompts to suit their specific needs. The article provides step-by-step instructions on how to configure the Prompt Guide using Copilot Studio. It covers creating a new topic, setting triggers, adding nodes, and defining variables. The article concludes with a reminder to save and publish the changes and suggests logging out and logging back in to see the updated Prompt Guide.
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