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OpenAI’s Data agent could investigate company data and build shareable interactive dashboards. Access controls and source trails needed to follow analysis and action through the workflow.
Written with AI assistance.
What is document automation?
Document automation uses templates, rules and data to create or process documents. One example is a quotation populated with customer and product information from a business system.
Templates must be maintained and information drawn from the correct sources. Rules can determine which content is included, but responsibility for checking and approval still has to be established.
ProsessPilotene's earlier technical article used Experlogix as an example. When assessing document automation, start with specific document types and examine current processing time, errors and the need for manual checks.
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OpenAI’s Data agent could investigate company data and build shareable interactive dashboards. Access controls and source trails needed to follow analysis and action through the workflow.
WEM MCP tools enabled time-off requests, shift swaps and shift bids in Service Agent. Administrators could enable each tool for a role, team or pilot group.
Power BI reports and semantic models became grounding in Copilot Chat and Cowork. Shared chats, synced notebooks and Planner status connected analysis with collaboration.
Microsoft replaced twice-yearly release waves with continuous roadmap publication. Customer processes needed to track status from development through rollout to launch.
Copilot Notebooks and Cowork gained more ways to share project context. Agent metrics and cost controls expanded in the admin centre.
Sales and Service Agent became generally available in Microsoft 365 Copilot. Dynamics described MCP actions across sales, service, field work and projects.
Automation | Questions and answers
Two ways to query Dataverse. OData is the simplest and covers most needs; FetchXML handles what OData cannot.
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Automation | Questions and answers
Automation | Questions and answers
Four levels, from ready-made integrations to custom code. Choose the simplest option that meets your needs—not the most flexible one.
The engine that automatically distributes inquiries across channels. It eliminates the need for someone to assign them manually.
Separate license types for customers and partners, with deliberate restrictions on what they can see.
It depends on what each person will be doing, not on how many of you there are. Licenses are assigned per user and per app.
When the recipient is not always available, or when multiple systems need to receive the same event. This provides a buffer between the sender and the recipient.
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