New Microsoft Copilot Studio Custom Actions

New Azure Copilot Studio custom actions have opened the door for us to connect live, connected Salesforce metric and data dictionaries into the MS Copilot experience. Over the weekend I jumped into Azure and setup a functioning Azure Copilot, trained on our website data, that is available for you to try out below. A little bit of work and reading landed us in the same place we found ourselves a few weeks ago while testing OpenAI’s GPT actions for the first time. In a similar process, I embedded our DataTools Pro app as an action, in the same time it took to finish a cup of tea.

Unlike OpenAI, Azure OpenAI and now Azure Copilot are designed with enterprise in mind with the full suite of Azure services behind it.

Microsoft Copilot Bot Live Demo

This weekend, I dug in and with only a few clicks, built a co-pilot built a co-pilot based on the DataTools Pro website. With a little more work, we were security connecting in real time to DataTools Pro API and surfacing Salesforce metrics as context to Copilot our own business. We will continue to update this live demo below with our DataTools API demo account connected to Salesforce Essential Metrics.

Azure OpenAI and Copilot won’t fix your data

We are in unprecedented times with the speed that these AI advancements are rolling out and evolving. The real benefit of a Copilot is:

1. Increasing speed and ease for consuming large bodies of information
2. Improving the level and depth of understanding (for people who are inquisitive)
3. Translating and communicating information (text and visual).

While the innovation and art of the possible is very exciting, a sobering reality is you still need to double down on the same data and metadata management and governance.

The path is clear with Azure AI services.

Microsoft has done an incredible job weaving AI into the existing suite of data services and tools..

As we officially roll out new and novel solutions with our DataTools App for Salesforce, we will continue to integrate our APIs throughout the Azure Open AI and Copilot stack. Schedule a call to learn how we can help bring fully trained co-pilots to your organization!

Check out Microsoft Marketing on Copilot Studio

Ryan Goodman Founder

Ryan Goodman has been in the business of data and analytics for 20 years as a practitioner, executive, and technology entrepreneur. Ryan recently created DataTools Pro after 4 years working in small business lending as VP of Analytics and BI. There he implanted an analytics strategy and competency center for modern data stack, data sciences and governance. From his recent experiences as a customer and now running DataTools Pro full time, Ryan writes regularly for Salesforce Ben and Pact on the topics of Salesforce, Snowflake, analytics and AI.

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