Adding enterprise knowledge to Generative AI prompts using information in Dataverse Context: Leveraging enterprise knowledge in AI prompts is essential for generating accurate and relevant responses. However, integrating this knowledge into generative AI models can be challenging as it is embedded in Enterprise Databases. Custom prompts enable makers to use generative AI models addressing various types of content generation scenarios. These models use their default knowledge included in their training data to answer. However, this knowledge isn't sufficient to deal with use cases requiring business specific data context. Solution: Using Dataverse to add enterprise knowledge to generative AI prompts ensures that the AI has access to comprehensive and up-to-date information. Dataverse provides a centralized repository for storing and managing enterprise data, which can be seamlessly integrated into AI models. With this capability, makers can add Dataverse data records as an input source to their AI Builder GPT prompts. This allows users to customize the knowledge from GPT with enterprise data stored in Dataverse. In prompt builder, an option is available to add knowledge to GPT prompts. For example, you can select specific Dataverse records to include in the prompt, along with specific instructions to filter the data according to the target scenario. This enables you to amplify GPT with data knowledge. You can also perform key scenarios like data summarization and classification through prompts that can be triggered from copilots, Power Automate, and Power Apps. Impact: Here Data Retrieval Augmented Generation (RAG) allows enterprises to provide external information to augment the knowledge of the model. This augmentation can result in getting the answers. This integration enhances the accuracy and relevance of AI-generated responses, leading to better decision-making and more efficient operations. It also ensures that the AI can provide insights that are aligned with the organization's knowledge base, improving overall productivity and effectiveness. The number of scenarios enabled by this capability is limited only by creativity! The following list provides some examples. 1. Create a summary of the account named Name using only these columns: Account.Name , Account.Description , Account.Orders (Order).Name , Account.Orders (Order).Amount . 2. Classify the Email into one of these Category.Name matching based on Category.Description . 3. Draft a reply to this Problem matching data from FAQ.Topic and getting inspiration from FAQ.Solution . Previous Item Next Item

RAG Conversational chat with Azure AI Search & Python Context: Organizations often struggle to extract meaningful insights from vast internal data repositories. Traditional search systems fall short in delivering conversational, context-aware responses. With the rise of large language models (LLMs), there's a growing need to integrate these capabilities with enterprise data securely and efficiently. Solution: The Azure Search + OpenAI Demo showcases a Retrieval-Augmented Generation (RAG) application that combines Azure OpenAI Service with Azure AI Search. It enables users to interact with their own documents through a ChatGPT-like interface. The solution indexes documents using Azure AI Search and retrieves relevant content to ground GPT model responses, ensuring accuracy and relevance. It supports multi-turn chat, citations, and customizable settings, and is deployable via GitHub Codespaces or local environments. Impact: This demo empowers businesses to build intelligent, domain-specific assistants that enhance knowledge discovery, reduce information retrieval time, and improve decision-making. By leveraging Azure’s scalable infrastructure and OpenAI’s language models, organizations can create secure, production-ready AI experiences tailored to their internal data. Previous Item Next Item

Integrity CRM-Plumsail Documents Integration in Power Automate Context: Managing projects often involves repetitive document creation tasks that can slow down productivity and increase manual errors. Businesses need a streamlined approach to automate document generation from CRM data. Solution: By leveraging Power Automate, this integration automatically triggers document creation using Plumsail Documents when a new project is added to Insightly CRM, supporting multiple document types like Word, Excel, PowerPoint, and PDF. Impact: This solution significantly reduces manual workload, minimizes errors, and ensures that project documentation is consistent and timely, thereby enhancing operational efficiency and project management. Previous Item Next Item

Project Portfolio Management Context: In an environment where managing numerous projects across various geographical locations is crucial, there was a need for an efficient, centralized system that could reduce administrative overhead and improve visibility into project statuses. Retail businesses, especially, required a tool to manage everything from project timelines to the integration of store-specific equipment like refrigerators. Solution: The Project Portfolio app was created using Microsoft Power Apps to address these challenges. It provides a tailored dashboard for each user showing relevant project statistics, tracks all project components such as tasks, issues, and purchase orders, and even monitors the IP addresses of installed devices for maintenance or troubleshooting. The app also allows for the upload of critical documents like HVAC system blueprints, enhancing document management. Additionally, it automates many administrative tasks through custom business logic, such as automatically updating dates when statuses change, ensuring data integrity and reducing manual entries. Impact: Since its implementation, the app has significantly improved project management efficiency, reducing the time spent on administrative tasks by automating routine processes. Project managers and regional store managers now have at-a-glance access to all necessary project data, leading to quicker decision-making and problem resolution. The transparency provided by the app's features has enhanced collaboration and accountability across teams, resulting in better project outcomes, higher ROI on individual projects, and a noticeable increase in operational efficiency across managed stores. Previous Item Next Item

CoE Admin Environment Request Context : The CoE Admin Environment acts as a central hub where all requests for new Power Platform environments are managed. This ensures that every new environment adheres to organizational governance policies, security standards, and resource allocation strategies. Solution : Utilizes the Environment Request App, which provides a user-friendly interface for makers to submit environment creation requests. This app includes features for specifying environment details, selecting appropriate data policies, and choosing environment types. Admins can review these requests, approve or deny them based on predefined criteria, and automate the setup process, ensuring that all environments are created with the necessary security and compliance measures in place. Impact : The system significantly reduces the time and effort required for environment provisioning, thereby enhancing operational efficiency. It ensures that all environments are compliant with organizational policies from inception, reducing security risks. By automating and standardizing the request process, it also minimizes administrative workload, allowing IT teams to focus on higher-value activities. Additionally, this structured approach to environment creation helps in better managing Power Platform resources, leading to optimized usage and potential cost savings. Previous Item Next Item

Streamlined Field Operations with the Technician Work Companion Context Organizations running SAP ECC with IS‑U face limitations when trying to modernize field operations. To avoid adding more custom code, a clean‑core approach is adopted: keep SAP lean while building agile, mobile-friendly apps outside the ERP. This allows technicians to work efficiently without modifying the core system. Challenges Field technicians lack a simple way to view tasks, record work, and upload proof on the go. Managers also need better visibility into technician skills and availability to assign jobs effectively. Traditional SAP screens are not mobile-friendly and require multiple steps to access service orders, materials, and timesheets. Solution A mobile Technician Work Companion app is built using a digital twin sidecar strategy , keeping SAP as the system of record. Technicians can view assignments, capture GPS and timesheet details, upload photos, and track repairs instantly from their device. Managers get a clear view of each technician’s expertise and availability for quick task assignment. Service orders, inventory items, and task details are all easily accessible, enabling fast, accurate field execution,without adding any SAP customizations. Previous Item Next Item

Post visit follow-up Automation for Healthcare providers Context: Home visits are a critical component of patient care, providing personalized medical attention in a comfortable setting. However, assessing patient satisfaction and the effectiveness of these visits can be challenging without a structured feedback mechanism. Solution: This solution leverages Microsoft Cloud for Healthcare to automate the distribution of Customer Voice surveys following home visits. By tracking these visits within the healthcare solution, the system ensures that patients receive timely surveys to provide feedback on their experience and satisfaction. Impact: Automating post-visit surveys enables healthcare providers to gather valuable insights into patient satisfaction and the quality of home visits. This feedback helps identify areas for improvement, enhances patient engagement, and ultimately leads to better healthcare outcomes and higher patient satisfaction. Previous Item Next Item

Task Buddy – Conversational Task Management with Microsoft Copilot Studio Context In many teams, creating tasks means jumping between Outlook, Planner, or other tools—remembering steps, sending reminders manually, and risking missed deadlines. This slows productivity and adds unnecessary complexity. Solution Task Buddy is a smart Copilot Agent built with Microsoft Copilot Studio , Power Automate , Planner , and Outlook . It enables employees to create and assign tasks through simple, natural conversation—without switching apps. Core Features: Create Outlook events instantly with details like title, time, location, and attendees. Add Planner tasks with title, bucket, due date, and assignees—all in one step. Conversational interface powered by Copilot Studio for a smooth experience. Secure automation via Power Automate flows for task creation and scheduling. Impact Task Buddy makes task management effortless—no tool-hopping, no manual entry, no missteps. Employees can schedule meetings and create tasks in seconds, boosting productivity and collaboration. Built on Microsoft’s low-code ecosystem, it’s easy to deploy and scale. Previous Item Next Item

Batch Yield & Energy Efficiency Monitor: AI‑Driven Visibility for Smarter Production Context Production teams depend on accurate batch‑level data,yield, energy usage, and key process parameters,to maintain efficiency and consistency. Instead of relying on static reports, this solution embeds intelligence directly into the monitoring workflow. It continuously analyzes batch performance, highlighting inefficiencies early so supervisors and engineers can act before issues escalate. Challenges Operational data is often fragmented across systems, unstandardized, or reviewed too late to influence outcomes. Teams struggle to spot deviations in yield or energy consumption in real time, and there is no unified view to compare trends or recurring issues. Without an integrated model linking batch data, process parameters, and improvement actions, continuous improvement becomes reactive and time‑consuming. Solution The Batch Yield & Energy Efficiency Monitor standardizes batch data using Planner Designer and creates a structured model for analysis, automation, and reporting. AI evaluates yield and energy usage to detect deviations, surface inefficiencies, and generate clear explanations for supervisors and engineers. A unified monitoring app presents batches, performance metrics, trends, and user roles, while an embedded Copilot translates raw data into fast, grounded insights. Action tracking and trend visibility help teams evaluate the effectiveness of improvements and strengthen long‑term process reliability and efficiency. Previous Item Next Item

Automated System Crash and Hang Monitoring Context: Application crashes can go unnoticed until reported by users, leading to downtime and disruption in operations. A proactive system is required to detect crashes and alert the support team. Solution: To monitor application logs for crash events, we use Azure Application Insights or a custom monitoring tool. Then we automate the response by building a Power Automate flow that triggers upon detecting a crash, sending an alert to the support team and creating a ServiceNow ticket via REST API integration. Additionally, it notifies relevant stakeholders through email, Teams, or SMS to ensure timely awareness and action. Impact: This approach enhances incident management and communication efficiency. Proactive management is ensured through real-time detection of application crashes, enhancing responsiveness. This approach reduces manual monitoring efforts and speeds up resolution, improving efficiency. By minimizing operational disruptions, it significantly reduces downtime through quick incident management. Additionally, it provides detailed logs and incident tracking, improving visibility for better analysis and follow-up. Previous Item Next Item

Automated Document Intelligence Context : Organizations routinely receive critical business documents as email attachments, which must be processed, categorized, and have key data extracted. Manual handling of these documents is inefficient, error-prone, and slows down access to actionable information, making it difficult to leverage data for timely business decisions. Solution : An automated workflow that integrates Copilot Studio’s data extraction model with Microsoft Power Automate. (a) Copilot Studio Model: Scans stored documents, identifies and extracts relevant data points, and structures them for further use. (b) Power Automate Flow: Detects new email attachments, retrieves and saves documents to a SharePoint folder, and organizes them for easy retrieval. (c) End-to-End Automation: Documents are extracted from emails, stored in SharePoint, and key entities are identified and visualized—enabling seamless processing from inbox to business insights. Impact: This solution streamlines document processing, reduces manual effort, and improves accuracy. It enables organizations to rapidly access structured business data, visualize key entities, and make faster, data-driven decisions—transforming raw information into actionable insights with minimal human intervention. Previous Item Next Item

Inclusivity AI Agent Context: When employees are unaware of inclusivity, it can create a non-inclusive work environment, leading to feelings of exclusion among diverse team members. This lack of awareness can decrease morale, productivity, and collaboration, and may result in higher turnover rates. Additionally, it can damage the organization’s reputation and hinder its ability to attract top talent. Solution: The Inclusivity AI Agent in Copilot Studio provides a comprehensive solution by offering real-time guidance and resources on inclusive practices. It educates employees on diversity and inclusion, helps identify and address biases, and promotes a culture of respect and understanding. This AI-driven support ensures that inclusivity is integrated into daily operations and decision-making processes. Impact: Implementing an Inclusivity AI Agent brings numerous benefits to an organization. It fosters a more inclusive and supportive work environment, enhancing employee satisfaction and retention. By promoting diversity and inclusion, it can lead to more innovative and effective teams. Additionally, it helps the organization comply with diversity regulations and improves its overall reputation, making it more attractive to potential employees and customers Previous Item Next Item