With many other Copilots, available for various different model driven apps like Sales Hub, Customer Service Hub etc.
Now there is also a Copilot available for rich text editors in Dynamics 365 model driven application.
Before I show you how to enable this feature into your email’s rich text editor description box let’s see how the Rich text editor looks with and without the Copilot.
Email description box without Copilot.
Email description box without Copilot.
Now let’s see how do we enable this feature.
Step 1: Go to https://make.powerapps.com/ and create a solution.
Step 2: (Optional only if you want to enable it for a specific app) Add the Model Driven App in the solution, inside which you wish to enable this feature (In case of this example I am using “Customer Service Hub”).
Step 3: Now Add existing as shown in the picture below –> More –> Settings.
Step 4: In the Add existing Setting Definition –> Search “Enable Copilot in Rich Text Editor” select it and hit Next and then add this setting into your solution.
Step 5: Select the added setting and click edit, an setting panel will open on the right hand side –> to enable the enhanced editor select Yes in the Setting environment value and vice versa this will enable or disable the setting for your entire dynamics 365 tenant.
To enable or disable the setting for a specific model driven app add the app in this same solution.
Now if you edit the “Enable Copilot in Rich Text” setting you will see and extra option in the settings panel –> Settings apps value (In this you will see the name of the model driven app in the solution and an option to disable or enable the Template Editor)
Output:
Draft email without using copilot.
Selecting the email body and refactoring using Copilot.
Results given by Copilot
Note : You can also enable this feature by going into your model driven app settings, under upcoming features. (This option didn’t work for me in a few tenants).
Hope this helps 😊!
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