Session Abstract

Ever wanted AI to handle tedious data entry into your CRM? In this session, we’ll dive into creating a custom Copilot using Copilot Studio and OpenAI services on Azure to automate data capture from unstructured text. In a live demo, you’ll see how this Copilot can take free-form text, extract essential data, and seamlessly populate CRM fields. What You’ll Learn: • How low-code simplifies building a Copilot with integrated OpenAI capabilities • Tips for crafting effective prompts to maximize accuracy • Step-by-step guidance for automating CRM data entry from unstructured text • A look at the costs involved in implementing this solution This session is packed with practical examples, focusing on hands-on AI tools that transform CRM workflows.

Note to event organizers

This session aligns closely with the event’s key themes by demonstrating how AI can transform the future of work through automation and efficiency in data management. Leveraging AI across CRM and other environments, I’ll showcase a custom-built Copilot as a productivity tool that minimizes manual tasks, allowing professionals to focus on high-impact activities. This approach highlights the next wave of productivity tools, illustrating how AI can seamlessly handle routine processes and shape a mo

Mikhail Golovastikov

Doing CRM Online projects since 2015, I'm passionate about guiding companies through every step of their digital transformation, my goal is to make cutting-edge Microsoft technologies accessible to all businesses, unlocking new levels of agility and success. Through my professional experience, I've performed more than 100 D365 CE, PP and Azure projects as business analyst, consultant and solution architect. As MCT, I've conducted 10+ customised multi-session Power Platform trainings for companies with total amount of attendees around 300 people. As a community contributor and speaker: 2020 – organised and spoken at first Low-code No-code Day in CIS 2020 – created Power Platform community in Telegram 2021 – speaker at Microsoft Business Summit 2021 – second Low-code No-code Day in CIS 2023 – speaker at Dynamics Minds Conference

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