Microsoft Dynamics 365 Copilot

Microsoft launched its artificial intelligence assistant feature, called Copilot in 2023. The tool is a segment of a broader initiative towards generative AI. There are specialized Copilots available for the different Microsoft Dynamics 365 business apps.

Accelerated conversion of endless data into actionable insights.

Discover a world where AI and business merge, empowering users with efficient, optimized, and innovative workflows through Copilot's diverse capabilities in different Dynamics 365 Business Applications.

Copilot in Dynamics 365 Customer Insights - Journeys

Dynamics 365 Customer Insights - Journeys, (formerly known as Dynamics 365 Marketing) Copilot offers a feature called query assist, which allows marketers to effortlessly target the right audience by describing the segment in their own words. With a quick review and modification of the suggested list, marketers can easily send out their next email campaign.

Copilot's natural language processing and generation capabilities also assist the user in generating the content of that email. By analyzing existing content, Copilot ensures the highest level of relevancy.

Copilot in Dynamics 365 Sales

The Sales Copilot empowers sellers using Dynamics 365 Sales by providing them with more time to focus on customers. It automatically generates email responses and creates summaries of Teams meetings.

Copilot in Dynamics 365 Customer Service

The Dynamics 365 Customer Service Copilot leverages generative AI to eliminate the need for agents to read lengthy case details, notes, and email threads. This enables them to provide exceptional customer service quickly. Similar to other Business Apps' Copilot functions, agents can also ask free-form questions as they would to a colleague or supervisor who might have the answer.

Copilot in Dynamics 365 Field Service

Integrate with Dynamics 365 Field Service, and Copilot will assist with streamlining your scheduling, optimizing resource utilization, and improving operational efficiencies. At 9altitudes, we’ve launched this Copilot in preview with our customer Joulz. You can read more about the case here.

Copilot in Dynamics 365 Finance

Copilot in Dynamics 365 Finance is your essential tool for data summarization, fact-finding, and email drafting, bringing a new level of ease and speed to your financial processes.

Copilot in Dynamics 365 Supply Chain Management

Copilot's generative AI abilities in Dynamics 365 Supply Chain Management helps you handle critical changes to purchase orders, assess associated risks, and fine-tune your sourcing decisions.

Copilot in Dynamics 365 Business Central

Copilot's features in Dynamics 365 Business Central incorporate AI technology into your everyday business practices. Benefit from AI-generated product descriptions and leverage AI-powered features like cash flow forecasting and late payment prediction.

Copilot in Dynamics 365 Project Operations

Create AI-driven project plans, get comprehensive insights on project risks, and generate informative status reports effortlessly.

More information on Dynamics 365 Project Operations.

Activate Copilot now!

If you want to get started, our team is ready for you to activate Copilot within your Microsoft 365 environment. Integrate seamlessly with your existing Microsoft 365 tools, providing you with an added layer of support and efficiency. With Copilot, you can streamline your workflow, automate tasks, and collaborate more efficiently with your team.

Want to dive deeper into the topic? 

Microsoft Learn offers free trainings, both for Copilot and AI in general. 

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