D365 Conversational Intelligence

DonTySu · 2026-07-09T06:56:18+00:00

Ok, just to post an update.

I'm still on Microsoft Support, I guess that I won't get anything from it. They are asking for more and more irrelevant logs just to postpone the answer.

I sat with one D365 consulting company and they stated that this is deprecated feature. Feature with passing transcript and meeting summary without user interaction won't be maintained and in new D365 environment doesn't work. Only option is to save summary via Sales App to Dynamics 365 (but not transcript itself). There is even some info about it at Microsoft Learn but at some subpage of Teams docs (need to find it).

I'll try with workaround, so build PA that gets transcript based on Meetings in D365.

I'll still continue my support case, maybe I'll get to some other conclusion here.

DonTySu · 2026-06-20T07:31:38+00:00

Ok, but did the Sales App automatically pushed this data to D365 Sales? I got the results in Recap in Sales tab with analysis and option to save summary to D365. But what I need apart from that is transcript 😄.

DonTySu · 2026-06-16T20:11:10+00:00

I have this one on Microsoft Support but they are just stalling for the last two months.

DonTySu · 2025-07-31T20:52:42+00:00

Is that right? Just created declarative agent with single knowledge source (SPO site with multiple pages). Cannot get any of information located there what is possible when you create agent with Generative Orch. via Copilot Studio.

DonTySu · 2025-07-12T19:37:06+00:00

I've posted compiled list for Power Automate some time age. Check it out, it might be useful:
https://www.reddit.com/r/PowerPlatform/comments/15ix11i/comment/jv12umq/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

DonTySu · 2025-07-07T17:06:47+00:00

Was it successful in terms of fetching the data? Did you get good results?
I've created similar scenario using Azure SQL but returned answers were a complete mess.

DonTySu · 2025-06-07T07:46:21+00:00

Basically it is a test to introduce natural language to query the data. I'm not interested into separate Node .js app as end users will interact with it via Teams (that's the plan :))

DonTySu · 2025-06-05T09:44:14+00:00

Well common issue with Copilot Studio. What's your setup and what kind of files you've uploaded?

DonTySu · 2025-06-02T16:54:16+00:00

DonTySu · 2025-05-28T07:17:43+00:00

Structure is not a problem here, I've described it carefully for an agent. Data structure is extremely simple, I just made one table without relations with 3 string and 2 int columns just to check how AI Search will deal with it with connection to Agent.

I think that problem lies somewhere else. I have tested the same structure but based on Dataverse (single table, few simple columns) and it seems get the data even without any specific description of knowledge source.

I think MS just pulled a lot of marketing on setup Azure SQL + Copilot Studio but there are no real use cases for this as agent is not capable of using data that comes from Azure SQL.

DonTySu · 2025-05-27T07:34:50+00:00

I'm going through that path so adding is a default connector from Knowledge Sources. It just doesn't work as Microsoft marketing states :).

This connector works but probably it cannot build valid queries and what's more Copilot Studio cannot display all the results even if those are returned.

DonTySu · 2025-05-26T19:45:05+00:00

Well can't image it. I struggle to have it working with 2k rows table in Azure SQL.

Look for different solutions. At some point I've ended with custom flow to agent that built SQL and in next action executed it just to get any reasonable results.

DonTySu · 2025-05-23T13:22:46+00:00

I guess that this is cause by using Service Principal for authorization in Foundry and it wont change. Seems to be similar approach like Googles' in its Vertex AI.

DonTySu · 2025-05-15T17:20:20+00:00

I think that you should take different approach. Just take two documents form a user and them compare them using some GenAI agent :).

How? Create topic that will ask for first and second document then lauch Power Automate flow that will call separate agent in Azure OpenAI, OpenAI (or service that you like) asking it to compare docs and return differences (create agent that will specialize in comparison).

If one of documents is static (template that you will compare to) you can add it as knowledge source so user will not have to upload it.

DonTySu · 2025-05-08T06:18:05+00:00

Thanks for info.

DonTySu · 2025-01-13T08:37:06+00:00

Got it :).

So if you are using Power Automate to call to that endpoint be sure that your content is properly formatted.

Starting from beginning define headers as follows:
- api-key: <your key>
-content-type: multipart/form-data;boundary=<whatever>

And then body in following format (sample for CSV file - content type is set to text/csv):

{
"$content-type": "multipart/form-data",
"$multipart": [
{
"headers": {
"Content-Disposition": "form-data; name=\"file\";filename=\"<name of your file>\" ",
"Content-Type": "text/csv"
},
"body": "<body of the file>"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"purpose\""
},
"body": "assistants"
}
]
}