This is still in preview, but something that I was waiting for to be introduced for a while: using AI Prompt columns in your tables. In this blog, I will demonstrate two use cases and how to create your own: AI Prompting for SWOT Analysis When you work in sales,…
Category: AI Prompting
AI Prompting
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Using AI record summary for tables
One of the things that was just released in Public Preview is the AI record summary for tables (link to release plan). The cool thing about this feature is that it allows you to create your own custom AI Prompt, which will then be used to display the Copilot summary…
Copilot
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Filter views using Copilot
Another preview feature that will make a lot of people excited is that you are now able to find, sort, and filter views using Copilot. Using your AI prompting skills in Copilot allows you to work with data more efficiently. At the moment you already have some of this functionality…
Copilot
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The 360-degree view of an account with AI-generated summary
One of the features that was part of the 2024 Wave 2 Release is the 360-degree view of an account with an AI-generated summary. The cool thing about this feature is that it collects valuable information (in some cases configurable) and shows this in a nice and efficient way. The…
Copilot
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How Copilot can draft emails more efficient
It is still in preview, but there is now an option where Copilot can draft emails or reply to emails that will make you more efficient. Helping with the length or the tone of your email is something that Copilot can easily help with. Is all of this authentic? probably…
AI Prompting
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Using custom AI prompts to build better relationships
Any idea how custom AI Prompts can help you build better relationships? When working in sales or other departments working with customers, one of the things that you probably want to achieve is knowing your customer. Building relationships and trust is key when you are working with customers. Microsoft has…
AI Prompting
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Use AI suggestions for formula columns
Do you struggle sometimes when introducing formula columns (fx Formula) on how to design/configure these? Now it is possible to use AI suggestions for formula columns to speed up the process and create your formulas quickly. I will explain the AI suggestions for formula columns by using the following use…