Looking for an enterprise management tool that can help companies boost creativity, enhance AI-powered insights, and automate time-consuming processes like manual data entries, enterprise content creation, and other mundane tasks?

If so, Microsoft Dynamics 365 Copilot is the tool for you!

The Dynamics 365 Copilot application helps users in any industry improve the speed of business innovation and enhance system performance by connecting core customer relationship management (CRM) and enterprise resource planning (ERP) capabilities.

Read on to learn more about Microsoft Dynamics Copilot and how our senior-level Microsoft Dynamics consultants can help manage new Copilot capabilities and maximize investments.

What is Microsoft Dynamics Copilot?

Microsoft Dynamics 365 Customer Service Copilot is an intelligent technology platform that uses AI-powered assistance to transform the agent experience. It offers real-time support to solve problems quickly, handle cases more effectively, and automate time-consuming tasks so users can concentrate on providing excellent customer service rather than completing tedious manual tasks.

Microsoft Dynamics 365 incorporates Copilot in two different ways:

  • Integrates with existing Microsoft 365 applications, like Microsoft Word, Excel, PowerPoint, Outlook, and Teams, to improve collaboration, encourage creativity, and boost productivity across teams and systems 
  • Allows users to maintain control by deciding what features to keep, change, or remove functionality and improving the management, analysis, and integration of their business-critical Microsoft applications

Microsoft Dynamics Copilot Features

Here’s a look at some of the main capabilities of Microsoft Dynamics Copilot:

Reduce Time Spent on Tasks

Copilot in Microsoft Dynamics 365 Sales and Viva Sales lets sellers reduce the time spent on clerical tasks, including sending email replies and creating email summaries of Teams meetings in Microsoft Outlook. 

The summary takes details, such as pricing and product information, from the seller’s CRM platform to reduce the time spent searching for information or organizing it into specific categories. Instead of spending much of their day checking and responding to emails, sellers can gain better insights into customer behavior and spend more time building customer relationships.

Excel in Customer Care

To make AI-powered information accessible for customer service agents and enhance customer care across an organization, Dynamics Copilot creates contextual responses to inquiries in both chat and email formats and offers an interactive chat experience. 

Microsoft also offers conversation enhancers in Power Virtual Agents – intelligent business tools that leverage the strength of Azure OpenAI Service and Bing to generate answers from questions on business websites and improve internal knowledge transfer. The Copilot application also makes it easier for customer service organizations to develop virtual agents in minutes, further improving engagement, efficiency, and collaboration across the board.

Simplify Workflows

Copilot in Dynamics 365 Customer Insightsand Dynamics 365 Marketing encourages marketing professionals to simplify audience segmentation, data exploration, and content creation workflows to improve both user and customer engagement.

By leveraging Copilot in Dynamics 365 Customer Insights to interact with customer data platforms in natural language and improve customer data insights, marketing staff can create highly personalized and targeted customer segments. Marketers can also get recommendations for new segments they may not have considered before, match clients who suit a specific profile, and conduct complex computations for customer insights.

D365 AI Copilot allows marketers to quickly find ideas for new email campaign content based on a straightforward request. And, to strengthen the relevancy of the ideas provided, Copilot offers suggestions based on the marketer-entered key subjects, current marketing emails, and various online marketing resources.

Streamline Product Listing

Copilot streamlines the creation of product listings for online commerce by leveraging product characteristics like color, material, and size to quickly and easily write persuasive product descriptions for online stores. Users can further customize the descriptions by selecting the length, format, and tone of voice. Business Central customers using Shopify can quickly and easily post the products and descriptions to their Shopify store with just a few clicks.

Address External Issues

Microsoft Dynamics 365 Supply Chain Management provides access to Copilot in the Microsoft Supply Chain Center, which helps users proactively address external factors like weather, finances, and location that may affect important supply chain activities. 

By leveraging predictive insights that span materials, inventory, carriers, distribution networks, and more, supply chain workers can also reveal impacted orders and resolve minor issues before they become bigger problems. Once these impact areas are discovered, supply chain planners can use Dynamics 365 Copilot to automatically create email messages to warn impacted partners and prevent potential interruptions.

Transforming Business Processes

Microsoft Dynamics 365 Copilot can transform work in three ways:

Embrace Creativity

Copilot in Microsoft Word helps users jump-start their creative processes so they never have to start from scratch again. Users can edit and revise a first draft that Copilot provides, saving valuable time spent writing, sourcing, and editing work manually. 

As the author, you are in complete control as you enhance your original thoughts, as Copilot exists to edit, revise, or provide input for better content. With a straightforward prompt and the addition of pertinent content from a previously created document, Copilot in Microsoft PowerPoint enables users to easily produce presentations.

And, with Copilot in Microsoft Excel, customers can quickly evaluate trends and produce polished data visualizations to offer better insight into core business processes or behaviors across the entire organization.

Boost Productivity

We all want to concentrate on the 20% of work that is truly important, yet 80% of our time is typically spent on busy work. But, Copilot in Microsoft Outlook allows you to compose suggested responses and summarize lengthy email conversations, clearing your inbox in minutes rather than hours. 

Copilot in Microsoft Teams Summarizes key debate topics, including who said what and where participants agree and disagree, and proposes action items in real-time. Users can also leverage Copilot on the BI Power Platform to automate tedious manual tasks, build chatbots, and turn ideas into functional applications in minutes.

Uplevel Skills

Copilot helps users improve their already-existing skills and enables them to learn new skills more rapidly. The ordinary user uses only a few of the thousands of commands offered by Microsoft 365—such as “animate a slide” and “insert a table”. But, with advanced Copilot features, all of that sophisticated functionality is easily accessible for all users.

Benefits of Copilot in Dynamics 365

With Copilot in Dynamics 365, you can do the following:

  • Ask a question: Copilot displays the most pertinent response from the knowledge sources that your company has made accessible, like the Microsoft Graph and other Microsoft 365 apps.
  • Ask follow-up, turn-by-turn questions: If Copilot’s response isn’t immediately helpful, you can ask follow-up questions and direct Copilot in a natural, conversational manner by providing turn-by-turn instructions.
  • Ask Copilot to attempt a better response: Request a better response or a reworded response from Copilot by asking, “Can you summarize your response?” or providing more specific instructions.

Better Data Insight with Natural Language Capabilities

Marketers have typically relied on data analysts to gain insights from their consumer data, which tends to take longer than expected to complete. Marketing teams can interact directly with customer data But, with Copilot in Dynamics 365 Customer Insights, marketing teams can interact directly with customer data and expand access to insights across the board.

Without requiring an expert SQL user or waiting for other teams to respond to their requests, marketers can use natural language prompts to explore, evaluate, and comprehend the sizes and preferences of client segments. 

For instance, a marketer might search for residents in San Francisco, CA, with high customer lifetime values who have recently made a purchase. Copilot generates the data and comprehensive details, like typical consumer age, product preferences, or average purchase price, to create a customer segment that supports an existing marketing campaign. 

How We Can Help

Whether you’re looking to add Microsoft Dynamics 365 Copilot capabilities to your existing Microsoft suite or need an extra hand getting started with Dynamics as a whole, Surety Systems can help.

Our senior-level Dynamics consultants have the skills and experience you need to successfully implement any Dynamics solution, improve process efficiency, and meet customer expectations and needs – no matter what.

Contact us

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