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Azure Microsoft 365

Microsoft Dynamics 365 Copilot, bringing next-generation AI to every line of business

In a recent survey on business trends, it was found that almost 90% of workers want to use AI to reduce repetitive tasks in their jobs. Dynamics 365 Copilot is a powerful tool that enables organizations to empower their workers with AI capabilities that are specifically designed for sales, service, marketing, operations, and supply chain roles. With the help of these AI tools, employees can spend more time on the important aspects of their jobs and less time on mundane tasks.

Traditionally, customer relationship management (CRM) and enterprise resource planning (ERP) systems have been essential sources of customer and business data. However, they often require tedious tasks like manual data entry, content generation, and notetaking. Dynamics 365 Copilot utilizes generative AI to automate these tasks and unleash the full creativity of the workforce. By doing so, it allows business users to accelerate innovation and improve outcomes in every line of business.

For instance, Copilot in Microsoft Dynamics 365 Sales and Viva Sales dramatically reduces the time spent by sellers on clerical tasks. AI helps in writing email responses to customers and even creates an email summary of a Teams meeting in Outlook. The meeting summary pulls in details from the seller’s CRM such as product and pricing information, as well as insights from the recorded Teams call. With as much as 66% of the seller’s day spent on checking and responding to emails, this presents a significant business opportunity to give the seller more time with their customers.

In Dynamics 365 Customer Service, Copilot empowers agents to deliver exceptional customer care. It drafts contextual answers to queries in both chat and email, provides an interactive chat experience over knowledge bases and case history, so the AI-powered expertise is always available to answer questions. Additionally, it makes it easier for customer service departments to build virtual agents in minutes with conversation boosters in Power Virtual Agents, which harnesses the power of Azure OpenAI Service and Bing to provide answers from company websites and internal knowledge bases.

Marketers can simplify their workflow in data exploration, audience segmentation, and content creation using Copilot in Dynamics 365 Customer Insights and Dynamics 365 Marketing. In Dynamics 365 Customer Insights, marketers can curate highly personalized and targeted customer segments by having a dialogue with their customer data platform using natural language. They can receive suggestions about additional segments that may not have been previously considered. This new capability can handle complex calculations and match customers that fit a select profile. In Dynamics 365 Marketing, marketers can describe their customer segment in their own words to create a target segment with the query assist feature. Additionally, they can effortlessly get inspiration for fresh email campaign content based on a simple request, with Copilot making suggestions based on key topics entered by the marketer, the organization’s existing marketing emails, as well as from a range of internet sources to increase the relevance of generated ideas.

Copilot in Dynamics 365 Business Central streamlines the creation of product listings for online commerce. Product attributes such as color, material, and size can be used to create compelling product descriptions for online storefronts in seconds. The descriptions can be further tailored by choosing tone of voice, format, and length. Business Central customers using Shopify can seamlessly publish the products with descriptions to their Shopify store in just a few clicks.

Lastly, Copilot in Microsoft Supply Chain Center proactively flags external issues such as weather, financials, and geography that may impact key supply chain processes. Predictive insights then surface impacted orders across materials, inventory, carrier, distribution network, and more. Supply chain planners can then automatically draft an email generated by Dynamics 365 Copilot to alert impacted partners and mitigate potential disruptions before they happen.

Generative AI is transforming the next era of business applications. Dynamics 365 Copilot brings the latest AI breakthroughs to every line of business.