Insights View Recording: Accelerate Business Innovation with Copilot Studio

View Recording: Accelerate Business Innovation with Copilot Studio

Join us for an informative workshop on Microsoft’s Low-Code/No-Code Tools – Power Platform & Dynamics 365. In this webinar, we will explore the benefits of low-code/no-code tools and how they can help you streamline your business. We will also cover some use cases around these tools and demonstrate how they can be used to solve various business problems.

Don’t miss this opportunity to learn how low code no code tools including Copilot Studio can help you achieve more with less effort.

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Ajay Ravi 0:21 Hi, everyone. I’ll thank you for joining today’s webinar on how you can utilize Copalis studio versus local. No code, so we can give everyone have a few seconds and then we can go ahead and get started. We have some really exciting contents, so looking forward to going through some of those content. Amy Cousland 1:11 And so you can go ahead and get started. Ajay Ravi 1:13 OK, perfect. So thank you so much everyone for joining today’s webinar on Copyleft Studio and how you can utilize Copalis Studio and other local node platforms for your Business Innovation so. Let’s go ahead and start. So really looking forward to it, so three of us will be speaking during today’s webinar. Eli and I will be focusing mostly on the local node side of things and then uh Vikram, who’s data scientist from our team will be focusing on from a data science perspective and how some of these low code platforms can help accelerate your business and also build these copilots. So a quick introduction about myself. So my name is Ajay, Ravi and I’m in Chicago. Like for the past five, six years. So I came to Chicago to pursue my masters in information technology from Illinois Tech. And I’m working with concurrency for the past five years or so. Senior systems engineer working mainly on the local node side of things like Dynamics 365, power platform and I’ve worked on a bunch of certification level. So really looking forward to this webinar and let me just pass it over to our delay. Eli Rodriguez 2:35 Good morning. Nice to meet y’all. My name is Ella Rodriguez. I’ve been with concurrency for the last 4 1/2 years. I think as a systems engineer, I currently recited a small city in Texas called McAllen. It’s very, very, very South. If you think of San Antonio, you still gotta drive 3 hours South. I live there with my wife and my 2 cats and you know we live a very happy life in, in the heat of Texas. I deserted from Wisconsin because the cold drove me away. Umm, like Ajay, I also specialize on local solutions for dynamic specified and power platform and my LinkedIn isn’t there if you wanna connect, happy to connect chat about anything. Any questions that you might have around those two topics or anything else and you can see some of my certifications at bottom as well please to meet Joe. Ajay Ravi 3:27 Thank you for that Ello. So we ground, do you want to quickly introduce? Vikrant Deshpande 3:32 Yeah, sure. Can everyone hear me, by the way, as you can. You hear me? Ajay Ravi 3:35 Yep. Vikrant Deshpande 3:36 Yeah. Awesome. So I’m the current. I’m currently at a data scientist at concurrency since the past year focus mainly on data science, AI, ML have created a bunch of CLM applications up until now, but yeah, currently in Indiana Bloomington you can reach out on LinkedIn if you are in a have further conversations on how we build out applications, how we can improve and streamline existing processes. It’s a fantastic field. So yeah, couple of certifications at the bottom as well, but I’ll hand it back over to Azure for now. Ajay Ravi 4:11 Thanks for crown. Vikrant Deshpande 4:12 Thanks. Ajay Ravi 4:14 So before we get started on some of the, so we would like to hear from you and your experience around look good. No good. So if you can take a quick second to kind of like add this or respond to this poll, I think that would be great. We can probably give everyone a few more seconds and then we can go to install. OK. So thank you for that. So it looks like most of you guys have used some of the different local node, mainly like the power automate side of things, which is really a great tool for automating things, right? So yeah, thank you for that. So before we go ahead and start with some of the copilot and the local no code platforms. So just wanted to quickly talk about like you know, what is the development right like so the development or concept has changed a lot over the years. So traditionally, development was always pro good development where you are using complex programming languages to build applications, automations and various things. But with the introduction of some of these low code as well as the citizen developers, so your business users can utilize some of these tools and technologies to innovate and build. How intelligent solution rather quickly, so the go to market just less or it takes less number of resources as well as the cost, right? So those are some of the great functionalities and features of the local node writes. So it will allow you to go to the market rather quickly compared to some of the traditional development tools. So how a quick overview about some of the challenges with some of the organizations might be facing today? So regarding the current or the rule of development, so time to mark it or some of the business alignment business and it alignment, lack of insights or how metrics and then the total cost of ownership are some of the leading ohh challenges which many organizations are facing today, right? So and in addition to that, there might be like a bunch of additional things like for example, if it is time to mark it. So there might be hard time and resource constraint or like you might not have the right resources or the IT might be an expensive project so you can reduce some of those things using local node approach right? Like where you can build or intelligent solutions rather quickly which reduces the resource or number of resources, the budget and everything. And you can also automate all bunch of like you know processes which you are manually managing as well. So those are some of the challenges which of your organizations might be how pacing and then when it comes to business and it alignment. So there might be some governance issues and the changing expectations, right? So and then when it comes to insights or there might be less of BI integration or like or there might be less metrics and everything so well those might be some additional issues which your organization might be pitching and then there might be some cost of ownership like legacy systems and everything. So using look good, no good approach. You can utilize a bunch of power platform tools and technologies where you can leverage or like you know your business users can leverage to quickly design and develop some of these solutions. And in addition to that, you can have power BI for you know the metrics and then use robotic process automation or or legacy system maintenance and everything thereby reducing the manual repetitive walk. So low code is a great approach which you can use to modernize your applications, automations and also build intelligent copilots with minimal code. So what is our local no code, so it is an alternative to the traditional software development where you are using sharp Java or like you know different programming languages to build applications, automations and various things. So using copilot or like the local node, you can or kind of like you know, optimize that and create all those intelligent applications or automation scope pilots with minimal or even no code. So even though it is located, it doesn’t mean that you cannot use the promo code functionality. So there are definitely our capabilities to do that, but you should be able to build all those applications automations and compile it out with minimal code and then it would be easy to maintain and enhance as well. So low code gives a great advantage to your citizen developer or the business users, so that way they can help you optimize and build all solution rather quickly and efficiently as they have or some business related knowledge as well. So you don’t have to be our completely reliant on just all the IT or teams. So you are business users can also actively help you build all these solutions. So it will kind of like make it a bit more simple without having to use extensive coding. So Microsoft Power platform have a bunch of different local no code tools. So the one which will be focusing mainly during today’s webinar is the copilot studio along with some application automation and the website development you might have used like the power BI and some of the reporting purposes. But these are some of the main pillars of which are of power platform. So you using each of these you can build intelligent collations specific to your organization and your data securely. So power platform or allows you to kind of like integrate and utilize all these things pretty quickly with less maintenance and then the development time can also go down significantly. So why are you still look good? No code platforms, so it definitely helps you to reduce on the time and cost or it requires to Bill all these all solutions. So rather than the traditional software development project where you require multi use or like many years or months to build, so you can rather build these quickly and then even you are business users can utilize and develop these solutions quickly and you can use the power automate to automate and reduce the error of the manual work so you can use automation or like robotic process automation or the cloud flow to automate your various principles as well and you can kind of like you know audit user silo data silos and then cost consolidate and improve your business. Process so using low code it will allow you to improve your business processes and then build intelligent application rather quickly. So before you go ahead and start some of the copilot and some additional power platform thing. So it is important to have your strategy or like the center of excellence strategy, so that we you are securing your data. So power platform have all these environments and environments which you can create so that way you have the complete control to authenticate and make sure that you are allowing users to use only the things which your organization wants to or allow users to use. So you have that complete ability to do that and you also have the ability to set data loss prevention policies. So that way you are data source or like your connectors are not hitting something or external website or something which you don’t want users to access. So it allows you to secure your environments, so it’s always important to make sure that you have the right center of excellence for securing your environment. And then in addition to that, you can also monitor using a monitor how the usage is based on various of out of the box or power BI reports and everything that is already that will already be created when you set up all these environments. And then in addition to that, you can nurture and improve your processes and everything while it is being used actively in prediction. So you can set up all the application lifecycle management and you can easily use the ALM process to deploy and then how to develop and then you know utilized in production. So it is really important to have a good off center of excellence strategy before utilizing some of the power platform tools and technologies. So let’s deep dive into our our first topic, which is the copilot studio. So Microsoft introduced copilot Studio as a part of last year’s Ignite, and it is an end to end conversational AI chat bot that allows you to connect your data source so you can connect to various data sources like for example, if you have CRM or or if you have an ERP system or if your team is using work day or different applications. So you can all connect your copilot studio with your or custom or business data. So you do have the ability to do that and then in addition to that, if you want to build your own specific Copilot based on your industry and department needs, so you do have the ability to do that as well and with minimal or no code, you can build these Copilot using graphical interface. So when you set up a new copilot, it automatically comes with some they defined or topics and logic. So you don’t have to bell from scratch, rather or you have a base model. And then in addition to that, if you would like to build additional logic so you can add that using custom logic. So it’s like really great tool which you can use to design, test and publish your copilot for your business needs. So that way you can users can utilize the copilot or to chat and all get the necessary information and all generative AI capability was something again or which our Microsoft introduced during our last year Signed. So you can feed certain documentation your company policies and HR policy documentation to your copilot, and it can kind of like or return to service accordingly so that we users don’t have to go into documentation and browse through everything and get the information. So it’s really cool and a great tool that allows you to utilize and get your personal or like you know our company or like specific document related information or from a different application. And in addition to that, there are over 1100 plus plugins and all connectors already available in Copilot. So you can utilize those to get or information. So for example, if you want to access your ServiceNow knowledge base so you can utilize our power automate or some of those existing connectors to get that information and then respond back to the user. So ohh, you can use copilot studio with all zero code to kind of all get all that information and it’s chat bot our experience. And here’s a quick uh example of how uh the chat would look like. Or in the portal so you do have the ability to kind of like integrate to a public website or or in teams and in how different places as well? Also a little bit about the architecture. So another said big diagram with a lot of components. So all there are all be displaces where you can access your copilot. So you can indicate in teams which would be a really easy thing to do, and we’ll do a quick demo as well on how you can utilize copilot from your teams. So in addition to that, like I mentioned, Copilot or Studio is set up on top of power platform environment. So you do have the ability to kind of like set all the tenant level or security things and then block and restrict certain things if you don’t want users to access that. So you do have the ability to do that and then you can also use Azure Active Directory to access and login or single sign on to access the bot. So there are a lot of these capabilities already in build. And all the compile it all users, the Azure bot service or in order to kind of like interact with the user. So when you set up a Copilot Studio also, it automatically comes with some prebuilt entities. So entities are basically how the bot can understand what users are talking about. So you know, it already comes with some how certain entities like age or number and all those things. So it already comes with that. But in addition to that, if you would like to add any custom entities so you do have the ability do that as well without any code and then all generative answer functionality like I mentioned. So it was introduced back in during the last years Ignite. And you do have the ability to disable that as well if you don’t want to like use generative AI capability and instead you can purely or drive the conversation based on how you design. So that is also a functionality, but if you’re using generative answer, you can kind of like, you know create different documentation, SharePoint, external websites and everything and the bot would be able to kind of like our interact and provide the necessary results with all the citation and all the details. And at any point of time, or if you want to, like, escalate to an actual live agent, so you do have the ability to do that as well. So you can escalate to our service now or like you know, dynamics 365 customer service and the agent will be able to or see all the back end conversation. So it’s a really great way to kind of like, you know, talk with the bot and then transfer to a live agent as needed as well. And you have the data loss prevention policies and everything. So or you can also use the copilot schedule to kind of like you know, implement in one environment and then deploy to higher environments. So it would be great opportunity to kind of like you know, start a Copilot and then you can continuously improve while it is being tested and used in different environment. So hello bit about how the generative or answer and the process works. So like I mentioned, so you do have the ability to disable the generative AI of functionality, but if you turn that functionality on in the Copilot so the bot can kind of like, you know, based on what you type. So in query rewriting approach will be used to kind of like understand and pick the keywords based on what you have typed and then it will look at some of the data sources which you have connected to all respond appropriately. So in this example, so you can kind of like connect your our copilot to a public data side or like you know public websites. So currently up to four of websites are supported in Copilot, so you can connect up to four public website and if you would like to connect your internal SharePoint location so you can do that as well or by connecting your SharePoint or website and if you have a custom open AI model on your data so you can definitely connect your copilot with open AI to kind of like interact and in addition to that all the additional features are you can upload documents so it can be a plane of PDF or word or any of work related. Documents. So you can upload those documents to the copilot, and then the generative AI functionality will be able to read and provide those results to the user. So and then again, if you want to access a custom data like ohh a different application like all service now or a different one. So you do have the ability to use hot cloud flows, connectors or even HTTP calls to get some of those information. So this way? Ohh generative answers how can be like retrieved from all various data sources. So I’m just going to hand over it to uh Vikrant to talk a little bit about uh. His off from a data science perspective of copilot and how Copilot Studio can benefit some of those things. Vikrant Deshpande 21:17 Yeah. Thanks. I do. Yeah. So like I said here at concurrency as part of the data science team, we’ve worked on quite a few LMP star applications, one of which was an intra organizational copilot, or Chatwood, actually a multiple set of projects, were about chatboards, but overall we have built out these chat boards or in Microsoft terms copilots that can help you do like multiple things, right? One could be getting answers from your round about 100 corporate documents or getting your order status or customer latest order specific information from an ERP. You couldn’t even use it for like ideation or like creation of content improvement. So the use cases range from just accessing your data sources over into generating content and making stuff better as you go along. Yeah, next slide please. Yeah. So now over to approaches for how do we create out these copilots. So there’s four different ways. The way I see it, one could be used existing open source frameworks out there like Lang Chain or Lament Index, which essentially involves you writing out your own router and whenever a user query comes in, you’re gonna have let’s say 10 different flows that you want to execute. But everything is written out in code, so you have explicit control over your entire chat box functionality, the same way semantic corner or autogen. These are kind of frameworks from Microsoft itself where you have agent based decision making. So essentially at the back end and LLM or like some intelligence is responsible for creating out a plan and then thereby whenever user prompts or provides a query, the agent itself decides. Hey this is the intent that I think the user is asking for. These are like the five to six different steps that I need to execute. So this is more autonomous as compared to like you having full control over what your application is built out for. Umm, along the same lines, copilot studio is like a GUI based tool which we’ll see in a minute. But what this is doing is it’s abstracting out your requirement for writing out code or like doing stuff very manually. So rather than you having to find tune every aspect in much more granular detail, it’s a very quick way of going to market and having your chat bot or Copilot ready for users to use. So again, copilot studio uses this concept called topics, which are the sensually flows that you configure in UI itself. So it’s a very easy and intuitive way for building out your own chatbot or Copilot. But yeah, we’ll take a look at this in a minute. Umm, I think Andrew move on to the next slide please. Thank you. Yeah, so now for a look under the powerful herd for copilot studio. So if I’m just gonna be walking through the screen, it’s fairly intuitive, but in the NAV pane on your left, you’re gonna see copilots, which are essentially chat words that you’ve deployed on, let’s say teams or Office 365 applications, or wherever you choose to deploy these copilots. But then each Copilot will be associated to an overview. That’s obvious because you don’t want people to get confused. You’re gonna have, let’s say 10 to 20 different topics for each Copilot. So again, these topics are nothing but flows that you want to configure or have your chat. What execute in the back end without your users having to worry about stuff? But overall, you have analytics at your fingertips to show which are your most active users. Is there some down time? Umm, so most of the analytics that you would think revolve around the chat board, you’re gonna have at your fingertips through copilot studio in the UI itself publishing these chat boards again, there’s off the shelf options that you can just deploy and test across environments like Ajay mentioned. So like Dev, test, prod but moving on to the right side of this entire screen the the testing window we’ve already covered, it’s gonna be a live environment where you, let’s say, configured a specific route or like a flow you could immediately take test it in your UI itself. So that’s like a very quick way of having this development spread up for you along the same lines, the topics are basically how you configure a flow and I’ll show you something neat in the next slide, but each topic is essentially one of the flows that your chatbot is going to execute when the user actually gives it a specific prompt. So all of these topics can be configured and you’re gonna have trigger words that should be monitored whenever a user actually sends an A prompt. So yeah, next slide please. So now coming to the meat of this entire chat bot, we’ve just clicked on this topic or like a flow which is which we’ve named as conversational boosting. So all of that said, we’re just gonna have like, let’s say, 10 to 20 different steps that you want your chatbot to execute when there’s some specific trigger words or some specific keywords that it sees across. So it’s essentially doing intent detection or like Routing under the hood. But if you can understand like this is a very powerful way of doing intent detection, because you’re gonna have a very intuitive layout for just doing like 10 different things, right? So in Microsoft terminology, a topic or a route would be an explicit flow of actions to perform based on an incoming user prompt. Umm what I mentioned earlier, which was for the semantic kernel and autogen where there is an autonomous agent doing the decision making for you. That is basically an AI based flow that helps you do the same thing that you configure explicitly over here. So this is a way that you can have more control over the user experience that you’re giving to your let’s say 100 or 1000 different users. But again, all of that is save both can do the same thing. It’s just the use cases could be like sending out emails, retrieving information from your database, asking for help clarifying questions, retrieving or saving memories from previous conversations. All of that is a bit more easier to do through the UI if you can imagine that like a highly maintainable way of improving or just fine tuning your chat box functionality across, let’s say, multiple environments are like multiple device softwares. So yeah, I think that’s very powerful in my opinion, from a Copilot Studio standpoint. Yeah, I’ll hand it over back to Azure for now. Ajay Ravi 27:49 Thanks again for all your quick uh insight from your perspectives. So thank you for that and I’ll let’s take a quick look at some of the common use cases where you can use copilot. So how you can use in your various business, right? Like for example B2EB2B or B2C. So you can use on different industry or like you know businesses depending on your use skills. So for example, if you want to build an internal ID chat mode where you can use copilot to open tickets are all get status for an existing ticket or even access knowledge based. So you can totally do that using copilot and human resource team. They can use copilot which is integrated to all suppose work days to kind of like onboarding new user. So that could be an another great use case where you can use copilot and the friend line workers and the legal and compliance so they can use copilot to get some insights about certain documentation. Or like you know, getting details around all certain. Ohh stop. So you can totally do that are using copilot and in addition to that or you can also use in your B2B or B2C where the project management team they can kind of like you know use Copilot to get insights around the project or like you know supply manager can get all the status of an order and like for B to C so you can use for customer support or like you know assisting with the traveling. So all these are some of great use cases to copilot, and you can build all these use cases without any code or using hard copilot and the power platform tools and technologies. So I’ll few examples. Just wanted to walk you through a few example before we look into one live demo. So in this scenario, so I have indicated the copilot with our service now so you can see that it’s an internal ID or help desk chat board. So you’re saying few, you know normal interactions, so you can pretty much provide the details or regarding your issue and then open a new ServiceNow ticket and get the ticket number as well. So Ohh you said don’t have to open a different portal or anything. They can directly use in teams or like you know, public website where they have integrated all the you know, Copilot and then you can utilize that for opening new tickets. Another common example would be so if you want to hack this an existing ServiceNow knowledge base so you can do that as well. So in the scenario I just type like what’s the cookie. Also, it pretty much looked at the knowledge base and then provided all the results of from the knowledge build along with some URLs. So this is another example and you can also use copilot to create new purchase order in your CRM. Or like you know, various ERP applications. So I can just type something like create purchase order or and then provide few additional information and that Bill or allow you to or create a new or ticket or or like you know new purchase order in CRM application. So this is another great use case. Ohh another one would be hard to get degenerative answers based on your SharePoint or or your internal documentation which you have provided. So in the scenario you can see I’ve added a couple of documentation and the bot would kind of use some of these documentation and internal website to all get some of those information. So like for example, how early should I get approvals for our international travelling? So you can see that it pretty much looked at the documentation and provided that result. So using all low-code/no-code approach so you can get some of these generative answers using copilot. So before we do a quick live demo. So what we have done here is we have built an internal Copilot, so we have integrated that to ServiceNow, Dynamics 365, SharePoint and and also an external website. So copella should be able to understand and then accordingly you know open new ticket or like access knowledge base and or if you want to open a new order requests in dynamics you can do that as well and it can also respond back based on like some AI answers and then also even access external website. So you can kind of like integrate your board or into multiple different data sources and then accordingly get some of those results as well. So I’m just going to share my screen real quick and walk you through some of those things. So this is a copilot studio portal, so by default you can see that this is the base message which users will get when they comes and they can access Copilot either in the portal or external website or even in teams. So we’ll be going over the teams in a bit, but if you go to the generative AI, so you can see that I have all kind of like link multiple how website and then added few documentation as well. So these are some of the data sources which I have provided and in addition to that I have specific topics to kind of like you know or navigate hot through some of those conversations. So I’m just going to type something real quick, so if I type hi it will pretty much ohh this Monday. I’m just going to type a quick questions, so I’m just going to typically where can I find the reimbursement app. You are also ohh we have added some of the documentations to the SharePoint side as well as some of the documentation issues so you can see that it pretty much responded with URL and documentation and when you click on this side ration it will even download the travel and expense policy. So all I have done is we have integrated and connected some of the documentations to the copilot and SharePoint and it pretty much looks at all those documentations and provide the appropriate results. So if I type something like, how early should I get approval? Hope for international traveling again. All this is, uh, is separate or topic which we have designed. So it will, uh, look at some of those or documentation and then provide the results. So you can see that it responded that you should get the authorization at least 15 days before the plan, alright. And when you click on the situation so you can see the specific information related to or what the bot is talking about as well. And another quick your scales how if I want to open a new ticket also I’m just going to refresh this real quick so that you can see that clearly. So if I want to open in new ticket in Dynamics 365 like for a purchase order so I don’t want you. So it pretty much all us some additional information. So I’m just going to provide my. And I’m just going to hog confirm which device, so it will pretty much. Trigger uh back. End automation and it will place an order and then it will provide the results. So if I go to dynamics 365 and if I refresh it you can see all this is the one which I created just now. So you can pretty easily connect your copilot with your. You know different data sources to kind of like interact and connect multiple data sources for various activities. And one quick thing before we check. So, and there’s also an easy way to kind of integrate your copilot with teams, so that way you don’t have to open any portal or websites, so you can use the concurrency. You can use teams to kind of like integrate and then accordingly converse. So I’ve pretty much type. I want to open a new ticket and it will pretty much ask for a couple of information and then provide all the results as well and then open it ticket on your behalf. So these are pretty quick and easy thing which you can do directly from copilot studio. So those were some other things related to the copilot studio and in addition to Copilot Studio and the copilots available in power platform and Microsoft also there are additional things which you can do and one other great tool would be like the power app which you can use for low code application development. So there are various advantages of low code application development as it will help you Bill or intelligent application relatively quicker with reduced or cost and then you do have the ability to integrate with our various third party or like different system as well. So power app or low code app development is a great tool or where you can kind of like build applications without any code or like the traditional software development methodology. So it’s a great tool or where you can build all applications relatively quicker. And there are a couple of different types of power apps. So the first one is a canvas application, so canvas app or gives you the complete control to build your UI. So based on your requirements and the screen navigations and all the functionalities so you can build those up power app or and you can build for your web or even for a mobile application. So without any code or using power affected functions, so you should be able to build or it canvas application from scratch and you can kind of like integrate to various oh oh critical things like you know if you want to like integrate a camera or like you know or even use image detection or like image or processing. So you can definitely do that as well using it canvas application. So it is a really quick and easy way where you can build a power app or like application without much code or like less code. And another quick thing which you can do using Power app is a model driven apps. So this one you don’t have to Bill out the screen by screen. So instead, when you set up a new application of the Microsoft platform will automatically create a model driven application along with the navigation and everything by default. So you don’t have to All design everything. Also, it does come with a little bit less UI control, but this is another thing which you can use to build your application relatively quicker with less code or like even no code. And there are a lot of copilot functionalities available, so with minimal or like plain English, you can start you know application development. You can see in the scenario I just type. I want an app that can track AI ideas, so it pretty much or created some back end tables and by clicking on create app it will or create a base app and from there you can capitalize and then build the additional logic that you need specifically for your business. So that way you don’t have to Bill or start everything from scratch. And uh, this is all latest how functionality that was available, how recently. So you can see that, uh, there are copilot functionalities inside canvas application. So you can use the copilot to us and explain the formula that you have written. So that would be great way for the users to kind of like you know, see and understand the code in a bit more in detail. And here’s a quick example where we have used ohh and ohh image to kind of like process and get some of the details. So this like quick form where we user can kind of like you know create expense report how to create the report and then you send or receive to upload the image and then submit and that would kind of like trigger automation and all those different areas. So power platform is a great way. You can kind of like interact with different areas like apps or automations or websites and everything. So it would be really cool thing to kind of like you know integrate and relatively quicker with all low or minimal code. So I’m just going to hand it over to Eli, who will be talking a little bit about all the power automate and the power pages side of things. And we’ll be walking you through it. Quick demo. Eli Rodriguez 40:50 Thank you. Can you hear me? Ajay Ravi 40:52 Yep. Eli Rodriguez 40:53 OK, cool. Let me just share with you. Can you see my screen now? Thank you so much for the introduction. Ajay Ravi 40:58 Yep. Eli Rodriguez 41:00 Alright, so let’s talk about real quick about what these other features from the power platform are about. So let’s start with power automate. So power automate is one of the Microsoft tools that is assigned specifically to help with the automation of workflows and repetitive task which you know turns into an increase of efficiency and productivity within your organization. They’re really nice thing about power automate is you can create all these animations without necessarily writing any any code or without really needing extensive coding. Nowledge power automate also counts with a very nice integration features. It seamlessly integrates with various Microsoft and third party applications such like Office 365, Dynamics 365, SharePoint teams, even Salesforce and many more. We do have two different types of flows or power automate. So we have cloud flows which are created and executed entirely in the cloud. They can automate tasks across various cloud based applications and services without requiring any sort of like on Prem infrastructure. So these are very suitable to automate processes that involve online services. Then you also have your desktop flows, so these are designed to automate tasks within a desktop application, so they will make make user interactions such as like keystrokes, clicks, windows, et cetera and enable the automation of these repetitive tasks across the windows based applications which are very useful to automate legacy or non cloud applications where APIs or connectors are not available within the Microsoft Stack. You know also provides comprehensive monitoring options. So it allows your users to track the performance and the status over the flows in real time through dashboards, notifications and even data logs. So power automate also counts with Copilot, so copilot for power automate. It’s allowing citizen developers to build workflows through the usage of simple language prompts. So a user can simply just type a requirement and compile it, and that Copilot will build out that workflow for them. Then users are gonna be able to just interop with Copilot to make the changes that they need, and each one of the actions of their power automate, and then this will enhance the decision making when you’re developing a solution. So create inflows became just much easier with Copilot. Another nice tool. Uh. From the Microsoft Sagas power pages, so Power Pages allows users to create custom, interactive and responsive web pages within a power apps environment. It seems really integrates with other power platform components, like your power apps power BI. It also can connect to different data sources, such as data versus SharePoint lists, Excel tables, SQL Tables, Power BI datasets, and many more. It definitely enables citizen developers to build custom web pages with drag and drop interfaces. Very interactive components, pre built templates and dynamic data visualization. So this fosters innovation and the agility within our organization to spin up websites. So in addition to having a low code development capability, power pages also provides functionality for those that are still pro developers. So it allows you to perform custom scripting to implement that based functionality and logic that it’s beyond the capabilities of the visual designer. It allows you to brand your website by providing custom styling and theming, and it also allows you for advanced data manipulation. It also counts with API integration to connect to any of your external services and data sources. Power Pages also counts with Copilot, so Copilot in power Pages will offer an AI based assistance for users that will provide suggestions, code snippets, even create components for the users by just again just using natural language commands. So this will assist developers or citizen developers into writing code or building websites more efficiently and accurately by offering contextual suggestions and automating all these repetitive tasks. So now that we talked about a lot of the components from the Microsoft Stack. So this is just a very condensing simplified image of how the power platform is working with other components that are built on that Azure architecture. So it can extend the customization of your dynamics 365 environments and applications. It can also work with a lot of data sources like data versus SharePoint, SQL Server, Azure DVD’s, external data sources and so many more. It also allows for custom development for those uh pro developers through the users of app services, functions, web APIs as the case and many other options. And it also natively integrates with the Microsoft 365 stacks, so your office, your teams and your SharePoint. So we’re going to go ahead and cover 3 very small straight forward demos to just showcase how all these pieces work together. So with the first part that we’re gonna cover is just a straight submission in a power page that creates a record in dataverse and power mate is going to be able to pick up that creation of a record and inform us that there was a record created in our environment. The second demo that we’re gonna go through is gonna be a canvas app where users submit request for, converts attendance, power automate, then picks up this creation of a record. It generates an approval, waits for that approval response and then writes back into the SharePoint list with the result of that approval and then the last one that we’re gonna cover is gonna be a desktop flow that it’s executed Windows application by reading a simple invoice from a PDF file gets the information from that PDF file, opens the application, puts in the information and committed to the database. So I’m going to go ahead and share my screen my other screen. Just one second. And you see my screen. Not yet. Ajay Ravi 47:48 Nope. Eli Rodriguez 47:49 OK, here you go. Alright, so the first one that we were gonna cover was we’re gonna have a submission and the power pages web page. So you can see here that I spun up this power page again, was used without any specific coding languages. It was a template that was provided for us, which is really neat. So if I go ahead and to the contact US page, it will take me to a form. Where I can go ahead and submit my information, so I’m gonna go ahead and put this information real quick. I’m going to head in submit this form. Now that the form is submitted, the record has been created in dataverse, so the power automate has picked up that creation and if I go to my team. Umm and I show you my my chat here. You’ll see that. Hey, hope you. Hey and new contact request has been submitted your Rodriguez, he will. He would like to know more, and that’s one of the the new things that we can do with power automate the next one. The next item is gonna be a simple canvas app that is connected to a SharePoint list where I’m able to log request to attend conferences. This so I’m gonna go ahead and fill out my information here. I’m going to submit a request for myself. Let’s call it uh, you’re very short weekend real quick here. I’m gonna fly with southwest and I’m going to spend $250 on that. My login is going to be 180 and my recent travel is it grade opportunity to net work with other field. Professionals. So I’m gonna go ahead and submit this request. Now that the request has been submitted, power automate will pick up the creation of this item list and it will send to an approval to the manager, which in this case it’s conveniently me on my own manager right now. So if we come here into my email, you’ll see that a new conference request has been created and you can see the details of what we inputted here, the requester, the other fields that I had in my my canvas app, and the reason for the request. So in this case, I’m gonna go ahead and approve it and say this is OK. Please go ahead with that booking of this trip. I’m gonna go ahead and submit. Now that there’s a proof has been said, power automate will pick it up and update the SharePoint list accordingly and send a notification while we wait for that notification. I’m gonna show you guys how power automate desktop is capable of performing UI tasks within a festive application. So again, there’s power automate will go ahead and open this invoice. You can see it’s just a very standard simple invoice. It’ll read the invoice, get the data that I need from it through rejects, and then open my desktop application because we’re not fully cloud at concurrency medical supplies and then input that data into my desktop application. So I’m gonna go ahead and run it. There’s just. Give me one minute. It might be shy. You see it open my custom desktop application and it’ll start inputting data in just one second. My hands are right here, by the way. I’m not doing anything. It click save. Close this and it’s done again, I there was. There was no interaction for me whatsoever. This was built by just input in all my keystrokes and my clicks while recording the actions that I needed this power automate to perform, so let’s go ahead and check if my approval has come through. Oh, what do you know? My request was approved by me, so we get the details of the approval. Who approved it? What was the outcome of the approval and the comments? Obviously these are very simplified use cases of the things that you can do with all these power platform tools. You can customize them to your liking and build upon them. Simplify them. And that’s the beauty of the power platform. You can create exactly what you need that fulfills your business needs. I’m going to go ahead and change to my presentation again. Just one second. Have too many windows open. Umm, where’s my share? Here it is. Are you able to see my screen now? Ajay Ravi 53:54 Yep, you’re concerned. Eli Rodriguez 53:54 Believe so. Cool. Thank you, Audrey. So let’s move forward with, OK, So what if what of creating all these things mean? How do I know that they’re working? So things ways to to measure success within your organization. You know, it’s not just ABC type of thing. There’s different ways that your organization can perform to be measuring your success depending on the goals and the objectives of the application that you’re building. The most common one ones will be user adoption, so you can measure the number of unique logins, the number of active sessions or engagement metrics within the app if it’s applicable. You can measure the integration success so you can evaluate how well the power apps is integrated with other systems. Other data sources within the organization because you know it’s really Integration can definitely lead into an increase efficiency and better decision making. Another very important one will be compliance and governance. So you can assess whether the power apps is compliant with your requirements that are organizational level. It’s very special, you know. They’re in industries that have very strict compliance standards, like insurance or healthcare. Another thing that you can check is the performance of the app. So you can check how it’s performing other demand of it grows so you can have monitoring factors like the response time, the up time in its ability to handle amounts of data and users that increase as time progresses. Time and cost savings. So you can measure the time that is saved by using the your power apps solution, comparing it to the previous manual or paper based processes. You can also calculate the cost savings achieved by streamlining your processes or reducing the need for manual intervention by including your savings in labor costs, printing costs, or any aware other overhead expenses. All of this can be transformed into, well, what is my return on investment? Right. So you can use any of these factors to calculate the return of investment, and again it threw the pens on the goals and the objectives of your project or application. Now I’m gonna send it back to Ajay for some final slides. Thank you for your time. Ajay Ravi 56:18 If you can go to the next slide please. Eli Rodriguez 56:20 Uh, I can. My bad. Just sharing real quick. Alright, I think I got the wrong screen. There you go. Ajay Ravi 56:39 Now if you can. Yeah. Thank you for that. So just wanted to quickly give an overview around like you know, copilot and AI features. Eli Rodriguez 56:41 Umm. Ajay Ravi 56:45 So I’ll like we talked about our copilot studio, how you can build intelligent chat part. And in addition to that, you do have the ability to use copilot for M365 as well, right? For improving your day to day productivity, and you also have the ability to use all Copilot inside all the business app and how platforms like for example you can use copilot for sales for your sales team which will kind of like optimize and then get more all sales related information and or you can use copilot for service for your customer service application like the dynamics 365 or customer service to kind of like optimize and get more insights there. So there are a lot of copilot functionalities available in business apps as well as power platform that will hugely benefit. Or that you’re so still kind of like increase the productivity and you can also build your custom Copilot or using Azure open AI as well. If you can go to the next one. So I call to action for like. You know other nails, so having a great of, you know, envisioning session to kind of like, you know, go over what is possible, what is not possible would be a great our next step along with some scenario evaluation. So that way you can kind of like understand what else some of the capabilities of all these copilots along with the power platform and then you know gradually scaling that usage and utilized for various business operations can hugely benefit. Ohh, the organization to improve the productivity and also enable the citizen development or concept as well. So if you can go to that next one, Eli. So we’ll love to hear from you. And if you could take a quick second to submit all the survey and then let us know if you would like to have one of these workshop or you know all. That would be great. So we really appreciate how everyone’s time on this webinar. Any questions starts, so feel free to like post it in the chat and we’ll be more than happy to answer. Amy Cousland 59:06 I think we’ll go ahead and as we can, we will be providing the recording of the session and if you have any other questions, you can go ahead and put it in the survey. Thank you everybody for coming. And we’ll be following up with the recording and the slides. Take care. Ajay Ravi 59:22 Thank you. Vikrant Deshpande 59:22 Awesome. Ajay Ravi 59:22 Very have a good day guys. Bye. Vikrant Deshpande 59:22 Thank you guys. Eli Rodriguez 59:23 Thank you everyone.