Welcome to our Copilot in Action series—a curated collection of Inogic’s latest insights on leveraging Microsoft Copilot to improve productivity across Dynamics 365 and Power Apps. In these four posts, you’ll discover how to automate document retrieval, streamline form filling, draft AI-powered prompts, and effortlessly generate reports and emails—all with the power of Copilot and Copilot Studio
Automating Local Document Retrieval and Email Drafting with Attachment by Using Copilot Studio – Part 1
Dive into an end‑to‑end solution built with Copilot Studio, On‑Premises Data Gateway, and Power Automate that automates fetching specific information from your local document repositories and drafting contextual emails for you. No more hunting through folders—just ask Copilot and get instant answers in chat, with a link to a pre‑filled email draft.
???? Read the full post: Part 1: Automating Local Document Retrieval and Email Drafting
Automating Local Document Retrieval and Email Drafting with Attachment by Using Copilot Studio – Part 2
Published: June 13, 2025
Building on Part 1, this post shows you how to transform retrieved data into branded Word or PDF documents automatically and seamlessly attach them to drafted emails—all orchestrated by Copilot‑triggered Power Automate flows. Share polished reports in seconds, reducing manual errors and ensuring consistent stakeholder communication.
Read the full post: Part 2: Automating Document Generation & Email Attachment
How to Create Effective AI Prompts Using Copilot in Power Apps
Published: June 9, 2025
Learn how to harness the “Draft with Copilot” feature in Power Apps’ AI Prompt Builder to craft well‑structured, context‑aware prompts—whether you’re classifying customer feedback, summarizing survey responses, or drafting business proposals. By letting Copilot understand your intent and generate a first‑draft prompt, you’ll save time, ensure consistency, and focus on high‑value tasks rather than boilerplate writing.
Read the full post: How to Create Effective AI Prompts Using Copilot in Power Apps
Speed Up Form Filling in Dynamics 365 with Copilot’s Files and Form Fill Assist Toolbar
Published: April 28, 2025
Manual data entry can slow you down. Discover how Dynamics 365’s Files and Form Fill Assist Toolbar uses AI to read images or documents—like business cards or PDFs—and suggest field values directly on the form. What used to take 5–10 minutes now takes seconds, letting your sales team focus on relationships, not data entry.
Read the full post: Speed Up Form Filling in Dynamics 365 with Copilot’s Files and Form Fill Assist Toolbar
Advance Copilot Development for Your Business!
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