As Microsoft Copilot becomes central to Dynamics 365 CRM, understanding how users interact with it is vital for enhancing digital customer experiences. One of our clients needed to log details like username, Business Unit, timestamp, and the user’s query when they engaged with Copilot.
Here’s a quick breakdown of how I tackled this using Power Automate, a custom Action, and a Plugin:
Step 1: Create/Open Your Solution
Start by creating or opening an existing solution in Power Apps to keep components organized.
Step 2: Create an Automated Cloud Flow
Go to New > Automation > Cloud flow > Automated to trigger the flow on specific events, like Copilot query submissions.
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