如果你在用微软 Copilot 和 Salesforce,这篇讲了怎么把它们接起来、遇到了什么坑,很实操。
作者分享了在微软生态中利用 AI 工具的三个进展:获得 Copilot 中 Cowork 的访问权限、开始为 Salesforce 设置 MCP(模型上下文协议)、以及获取 Copilot Studio 的 Computer Use 功能。Cowork 存在任务完成率低和并发限制的问题,例如无法直接保存文件到 SharePoint,需要额外创建技能。Salesforce MCP 服务器默认设置和工具功能有限,计划部署自定义托管 MCP。Computer Use 功能强大,计划主要用于虚拟机操作。
Finally getting some progress in AI at work. Three…
Finally getting some progress in AI at work. Three things happened this week:
- We got access to Cowork in Copilot. - Started setting up MCP for Salesforce. - Got access to computer use in Copilot Studio.
Together - plus skills being available in Cowork - these have unlocked a lot of options. There are still issues, though:
- Cowork in Copilot seems a little janky. Tasks don’t always complete, and you can’t run too many at the same time. Same issue with Codex. - Weird bugs. For example, I’m finding it hard to instruct Cowork to save files to our SharePoints. I’ve had to create a skill just for that. - The Salesforce MCP server default settings and tools are limited, but I’m hoping to get customised, hosted MCPs up and running. - We need the Salesforce connector for the Sales app turned on. It might be the easiest way to access Salesforce data in our MS ecosystem.
Computer use looks powerful, though, and I’m hoping to use it mostly for our VMs.
Microsoft is finally offering useful AI business tools. Long way to go, though.