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Author: uk365guy

{Do you know} Enable makers to create copilot AI columns during table or column creation in Dataverse

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the preview feature: Enable makers to create Copilot AI columns during table or column creation in Dataverse.

Let’s get’s started.

Information workers face an overwhelming influx of data, dedicating significant time to reading and processing it daily.

Additionally, they invest substantial effort in preparing responses to inquiries.

With this innovative feature, data can be efficiently summarized into actionable information. Responses can be prioritized based on urgency (using sentiment analysis), categorized (through classification), and relevant details (such as email addresses or phone numbers) can be extracted.

Furthermore, the Microsoft Dataverse copilot generative AI functions enable automatic response generation.

This valuable copilot AI information can be defined and extended as part of the record, and users can query it seamlessly using copilot.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Create virtual table to native table relationships in Dataverse

uk365guy

Hello Everyone,

Today i am going to share my thoughts on create virtual table to native table relationships on Dataverse.

Let’s get’s started.

This new feature empowers makers to build applications through lookups and filtering using the power of virtual tables.

Allows makers to build complex multi-table applications where virtual table to native table relationships can be defined.

Enabling virtual table relationships. The following capabilities will be enabled.

Simple lookup CRUD operations.

Filters (AND, OR ) and conditions (all operators)

Order by lookup field.

Multiple lookups (CRUD, filters, conditions, ordering)

Paging

Expansion types of join (inner, left outer,..):

Link without relationship
Retrieve all attributions
Order by(expanded field, combined clauses)
Filters (AND, OR) and conditions (all operators)
Paging
Multi-level expand
One-to-many expand scenarios

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Allow users to analyze data using an AI-powered chat experience on Dataverse

uk365guy

Hello Everyone,

Today I am going to show how to enable users to analyze data using an AI-powered chat experience on Dataverse.

Let’s get’s started.

How to enable AI powered chat experience otherwise known as Copilot for Model Driven App?

Let’s see that in action:

Login into www.powerplatform.microsoft.com

Choose the environment where you want to enable this feature.

Then > Settings > Features:

Now you have three options: by default enabled mode, OFF, or ON – options.

If your organisation want to enable this feature then you can turn ON for the model driven app.

Note: In order to use the Copilot you need to have license: As part of wave 1 release 2024 Copilot chat and form fill assistance are both generally available and on by default for Dynamics 365 Users.

So utilize this feature, you need below any of the following licenses:

Dynamics 365 Sales Enterprise or Sales Premiu,

Dynamics 365 Customer Insights

Dynamics 365 Field Service

Dynamics 365 Project Operations

Copilot chat: Allow end users to ask natural language questions about the data in their model driven apps and get instant answers.

Form fill assistance: Helps end users fill in complex forms in model driven apps by providing suggestions and guidance based on the data context.

If you want to disable Copilot for a model -driven app:

Makers can disable Copilot for a specific model driven app, In the app designer, open the model driven app for Edit, and then select Settings on the command bar.

Selectt Upcoming on the Settings screen, set Copilot control to Default or Off, and then select Save.

Save and Publish the model driven app for the changes to make effect.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Recover deleted records from recycle bin on Dataverse

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the Recovering the deleted records from recycle bin on Dataverse.

Let’s get’s started.

Usually Deleted records are not recoverable on Dataverse, but with the introduction of new feature Recycle Bin(Preview) you can restore deleted records.

Now Admin can view and recover any deleted records within a configurable time period up to 30 days.

How do you enable on Power Platform Admin Center?

Login into www.admin.powerplatform.microsoft.com

Go to the environment > Settings > Features >

If disabled, admins will not be able to view or recover any deleted records. Disabling this feature could take up to 10 minutes.

Note: Configure recovery time interval(up to 30 days).

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Prevent data exfiltration with user level controls on Dynamics 365 Model Driven Apps

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Prevent data exfiltration with user level controls on Dynamics 365 Model Driven Apps.

Let’s get’s started.

To prevent data exfiltration with user level controls, you can implement several strategies. Here are some key points to consider.

Granular Control Through Security Roles: Assign security role to users, allowing only those with approved roles to run pre-authorized apps in the environment.

Audit Mode: Enable an audit mode to review all app accesses and download audit logs for analysis.

Conditional Access: Set conditional access policies to control which users can run authorized apps.

By default when this feature is activated, only approved Microsoft solution apps can run in an environment, such as Dynamics 365 Sales or Dynamics 365 Customer Service. The local environment admin sets what apps can run by their authorized users in an environment.

Unauthorized apps are blocked when the user tries to access the environment. To help administration with selecting which apps to approve for their environment, an audit mode run can be enabled.

This is where all apps accesses are audited and the admin can download this audit log for review.

Conditional access on which users can run what authorized apps can be set by the administrator.

The administrator can allow list an app for selected security roles. Only users who have the selected security roles can run the app in the environment.

That’s it for today.

I hope this helps
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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