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Dynamics 365 CRM - Development

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May 15, 2024

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AI Summary

  • The article discusses the use of plugin actions in Copilot Studio to create wrappers around connectors, Cloud Flows, and skills in order to utilize generative AI for recognizing user intent and selecting the appropriate action.
  • The author explains the steps involved in creating a plugin action, starting with selecting the desired action and defining the connection details.
  • The importance of providing a name and description for the action is emphasized, as these details are used by the AI to determine when to use the action.
  • The article highlights the need to review and define input parameters, including providing descriptions and selecting the correct entity for the desired answer.
  • The option to set certain inputs as a value, such as the user's email address, is mentioned as a way to simplify the user experience.
  • The concept of dynamic chaining or generative actions is introduced, which replaces the traditional topic matching mechanism and allows the AI to match topics and actions based on their descriptions.
  • Enabling dynamic chaining is recommended, and the steps to do so are explained.
  • The article concludes by mentioning some differences between manually built topics and plugin actions, such as the lack of option sets for leave types and the absence of additional conversation elements like images.

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