Your first agent with Copilot Studio: A little transition helper


This article discusses creating an agent with Copilot Studio to assist with the transition from outbound marketing to real-time marketing in Dynamics 365. The agent can answer questions, provide guidance, and streamline the transition process. The article provides step-by-step instructions for creating the agent in Copilot Studio, including specifying details such as language, name, icon, description, and instructions. It also explains how to add knowledge to the agent and use generative AI to generate answers based on knowledge sources. The article concludes by discussing the integration of the agent into Microsoft Teams.


Article 6m

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time