{How to} Use your own model when generating responses in copilot studio.

Hello Everyone,

Today i am going to share my thoughts on how to use your own model when generating responses in copilot studio.

Let's get's started.

In Copilot Studio, you can enhance AI behavior and responses by integrating your own custom model instead of relying on the default GPT based assistant. This is particularly useful for organizations that have domain specific data, proprietary language models, or unique use cases that require tailored AI responses. By using own model, you gain greater control over responses logic, accuracy and compliance with general standards or regulations.

To use your own model in Copilot Studio, you typically configure it through plugin actions or APIs.

This involves settings up an external endpoint where your model is hosted(e.g., Azure ML, AWS SageMaker, or a self-hosted REST API). Then you create a plugin in Copilot Studio that calls your model's API, passing in user input and returning the model's responses.

You can then use this plugin as a custom action in topics, ensuring your bot routes user queries through your specific model when needed.

+---------------------+

|    User Message     |

+---------------------+

           |

           v

+--------------------------+

|   Copilot Studio Topic   |

+--------------------------+

           |

           v

+--------------------------+

|   Custom Plugin Action   | <-- Calls your model

+--------------------------+

           |

           v

+--------------------------+

| Your Custom Model (API)  |

+--------------------------+

           |

           v

+--------------------------+

|  Response to Copilot     |

+--------------------------+

           |

           v

+--------------------------+

|     User Receives        |

|   Model's Response       |

+--------------------------+

This setup allows you to combine Copilot's powerful orchestration tools with the unique reasoning and training of your own AI models.

That's it for today.

Malla Reddy Gurram(@aka UK365GUY)

#365blogpostsin365days

{Do you know} Get deeper insights on Email Engagement with Heatmap Analytics in Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share my thoughts on getting deeper insights on email engagement with heatmap analytics in Dynamics 365 Customer Insights.

Let's get's started.

This enhancement provides marketers with a visual, data driven way to understand how recipients interact with your marketing emails allowing for smarter content decisions and more effective campaigns.

Email Heatmap?

Email heatmaps offer a visual representation of user engagement, such as where recipients are clicking within an email. By overlaying engagement data onto the email layout., heatmaps make it easy to identify which parts of your message are attracting the most attention.

With this feature, you can quickly see:

• Which links and CTAs are getting the most clicks.
• Which sections of your emails are being ignored.
• Overall engagement patterns that may affect conversion rates.

Why Heatmaps Important?

Traditional email metrics like open and click-through rates give you a big picture view, but they don't tell you where the engagement is happening. Heatmap analytics fill this gap by helping us:

• Optimise content placement: Move important CTAs and key messages to high engagement areas.
• Test design effectiveness: See how layout changes influence interaction.
• Refine messaging: Identify what resonates most with our audience based on click behaviour.

How does it work In Customer Insights - Journeys:

Once your email campaign is sent, the new heatmap view becomes available in the insights tab. You'll see a color-coded overlay of engagement levels across your email hot spots indicate high click activity, while cooler areas show less interaction.

You can also filter the heatmap by:

Audience segments

Devices (mobile vs. desktop)

Link performance over time.

These insights make it easy to iterate and improve your future campaigns based on real behaviour—not assumptions.

Start using heatmap analytics today:

This new feature is now available in Dynamics 365 Customer Insights—Journeys.

There's nothing to install—just head to your email insights dashboard and look for the "Heatmap" tab.

By leveraging email heatmaps, you can go beyond basic metrics and truly understand how your audience engages with your content. it's time to take the guesswork out of email optimisation.

How to enable Heatmap?

Go to Dynamics 365 Customer Insights  > Settings > Feature switchers > Email Clickmap(Preview)

That's it for today.

I hope this helps.

Malla Reddy Gurram(aka UK365GUY)

{How to } Resolve There was an issue delivering notifications. Refreshing the browser might help resolve the issue on Dynamics 365 Contact Center

Hello Everyone,

It's been a while. I haven't blogged.

Today i am going to show how to resolve this error message while accessing Dynamics 365 Contact Centre

There was an issue delivering notifications. Refreshing the browser might help resolve the issue. If this continues to exist, please have your admin contact Microsoft Support with Client Session ID: b0355776-6018-4800-83af-f2930d40a1fb. User a61d2c5e-0d24-f011-8c4e-6045bd0f8f2d doesn't have required persona or roles

Error message is Users don't have appropriate security roles assigned, as the Dynamics 365 Contact Centre has specific security roles which need to be assigned, even to the system administrator and system customiser roles assigned to the user.

The following are the security roles related to Dynamics 365 Contact Centre.

Assign the above roles to the user, and then the user will not get any error notifications on the screen when logged into Dynamics 365 Contact Centre.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK3655GUY)

#365Blogpostsin365days

 

{How to } Hide the legacy app for admins on Power Platform Admin Center

Hello Everyone,

Today I am going to show how to hide the legacy app for admins on Power Platform Admin Center.

Let's get's started.

To hide the legacy "Dynamics 365 - custom" app for administrators in Power Apps, follow these steps:

1. Access the Power Platform Admin Center:

Navigate to the Power Platform Admin Center.

2. Select Your Environment:

In the Environments section, choose the environment where you want to modify the app visibility.

3. Modify Environment Settings:

Click on Settings > Product > Behavior.

4. Adjust Legacy App Visibility:

Locate the Show legacy app for admins option.

Set this option to Off to hide the legacy app for administrators.

By performing these steps, the legacy "Dynamics 365 - Custom" app will be hidden from administrators, ensuring that all users, including admins, utilize the modern model-driven apps.

Note: This setting was introduced to facilitate the transition from the legacy web client to the Unified Interface, promoting a consistent user experience across the platform.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Allow users to resize side panes on Power Apps

Hello Everyone,

Today I am going to share my thoughts about allowing users to resize the side panes on Power Apps.

Let's get's started.

The " Allow Users to Resize Side Panes" feature in Power Apps introduces the ability for users to adjust the width of side panes dynamically.

This enhancement improves usability by providing greater flexibility in how users interact with Copilot, Teams chat, and productivity tools within the Power Apps interface.

How it works:

1. Adjustable Width: Users can drag the edges of side panes to resize them according to their preference.

2. Real-Time Updates: The content inside the pane automatically adjusts to fit the new size, ensuring a smooth experience.

3. Persistent Settings: Resized panes retain their adjusted size across sessions for a personalized experience.

Key Benefits:

Increased Productivity: Users can expand panes for better visibility or reduce them to maximize workspace.

Improved Customization: Allows users to tailor their interface for multitasking and efficient navigation.

Enhanced User Experience: Provides a responsive, adaptive UI that aligns with modern web application standards.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{How to} Act on your data efficiently with new grid features in Power Apps

Hello Everyone,

Today I am going to share my thoughts on how to act on your data efficiently with new grid features in Power Apps.

Let's get's started.

In the 2024 Release Wave 2 for Power Apps, Microsoft introduced new grid features designed to enhance data interaction and efficiency within model driven apps,

Key Enhancements:

Column Management: User can now reorder columns through drag and drop actions and set specific column widths, allowing for personalized data views.

Data Grouping and Aggregation: The new grid features enable grouping of data and performing aggregate calculations directly within the grid, facilitating quick data analysis.

Improved List Mode Styling: Updates to the list mode align with Fluent design principles, enhancing readability and user experience.

Enhanced Sorting in List Mode: A new header row with sorting options allows users to define sort columns and directions, streaming data organization.

Command Bar for Nested Grids: Nested grids now display the appropriate command bar when a row is selected, improving navigation and functionality.

Select All with Infinite Scroll: The 'select all' option is available by default on modern grids, supporting selection of up to 1000 records even with infinite scrolling enabled.

These enhancements empower users to interact with their data more effectively, leading to improved productivity and a more intuitive experience within Power Apps.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Select columns downloaded on mobile devices on Power Apps

Hello Everyone,

Today I am going to share my thoughts on selecting the columns downloaded on mobile devices on Power Apps.

Let's get's started.

In Power Apps, when using a mobile device to download data (e.g., from a gallery or table), selecting specific columns for downloaded depends on how the data is structured and exported. Here's how you can do it:

Option 1: Use Export Control (Excel or CSV)

If you are exporting data for download, follow these steps:

1. Use the Export Control (for Dataverse tables)

• Add the Export Control in Power Apps.
• Connect it to the data source (e.g., a Dataverse table or collection).
• Configure the columns by pre-filtering the dataset using the ShowColumns() function.

2. Use ShowColumns() to Select Specific Columns

In your Power Apps formula, filter the dataset before exporting:

ClearCollect(

   ExportData, 

   ShowColumns(

       MyDataSource,

       "Column1", "Column2", "Column3"

    )

)

This ensures that only the specified clumns are included in the download.

Option 2: Use Collections for Custom Export

If you want more control over which columns appear in a downloaded file:

1. Create a Collectio with Specific Columns

ClearCollect (

    FilteredData,

    ShowColumns(

              MyTable,

              "Name", "Email",  "Phone"

        )

)

2. Export the Collection Data

 Use SaveData(FilteredData, "MyData") to score it locally.

For CSV export, use Power Automate to convert it into a downloadable file.

Option 3: Customize Gallery for Column Selection

If the user needs to choose columns dynamically:

1. Create a Checknox List for Column Selection

Add checkboxes with column names.

Store selections in a variable (e.g., SelectedColumns).

2. Filter Data Based on Selection

ClearCollect(

    DynamicExport,

    ShowColumns(

            MyDataSource,

            If(Checkbox1.Value, "Column1", ""),

             If(Checkbox2.Value, "Column2", ""),

             If(Checkbox3.Value, "Column3", ""),

       )

)

This dynamically selects columns before exporting.

Best Practices for Mobile Downloading

Use ShowColumns() to limit unnecessary data.

Optimize performance by using collections instead of querying large datasets.

For CSV or Excel exports, integrate Power Automate for structured file creation.

Steps to Create a Power Automate Flow for Exporting Selected Columns

This method will allow users to select specific columns in Power Apps and download the data as a CSV file.

1. Create  a Flow in Power Automate

• 1. Open Power Automate https://make.powerautomate.com)
• 2.Click + Create --> Select Instant Cloud Flow.
• 3. Choose Power Apps as the trigger  --> Name the flow --> Click Create.

Add an HTTP Response for Power Apps

1. Click  + New Step --> Search for "Initialize Variable".

• Name SelectedColumns
• Type Array
• Value: Leave empty (will be passed from Power Apps).

2. Add " List Rows" action to fetch data from your Dataverse table (or SharePoint, SQL, etc.)

 Select your Table Name.

Under Filter Query, use:

• ShowColumns (DataverseTable, "Column1", "Column2", "Column3")
• Alternatively, use OData Queries to select specific fields dynamically.

3. Add "Create CSV Table" action.

From: Select output from the previous "List Rows" action.

This convert the selected data into a CSV format.

4. Add " Compose" action.

Input: Select output from "Create CSV Table".

5. Add "Respond to a PowerApp or flow" action.

Add an Output --> Choose File --> Set Value to output from "Compose".

This sends the CSV file back to Power Apps.

3. Call the Flow from Power Apps

• 1. In Power Apps, create a button labeled "Export Data".
• 2. Connect the Power Automate Flow to Power Apps:

In Power Apps, select the button.

In the OnSelect property, add:

Set(

    ExportFile,

     'YourPowerAutomateFlow'.Run(

                ShowColumns(MyTable, "Name", "Email", "Phone")

         )

);

Download(ExportFile)

This runs the Power Automate Flow, downloads the CSVfile, and allows the user to save it.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days