Generative AI enhances user experience by personalizing customer interactions, creating tailored responses based on individual profiles and preferences. This level of personalization not only boosts customer satisfaction but also fosters strong relationships.
Automated content creation allows AI to generate emails, reports, and marketing materials with minimal human input, freeing employees to focus on strategic tasks and increasing overall productivity. Additionally, generative AI processes vast amounts of data to identify trends, forecast future events, and deliver actionable insights, enabling businesses to make informed decisions quickly.
Streamlining processes further, automation reduces the manual workload by handling repetitive tasks, which increases output and allows staff to concentrate on higher-level responsibilities. Predictive analytics provides businesses with the ability to anticipate trends, optimize inventory, and mitigate risks, ensuring proactive planning. Real-time insights and reporting grant organizations the agility to make swift decisions and adjust strategies on the fly, enhancing operational efficiency.
Key features of Dynamics 365 Copilot include AI-powered assistance through natural language processing, simplifying interactions and enabling users to communicate naturally while reducing learning time. Context-aware suggestions enhance productivity by providing intelligent recommendations based on current activities and past actions. The seamless integration of Copilot with existing workflows and other Microsoft products ensures minimal disruption during implementation.
Customization and flexibility are also hallmarks of Copilot. It offers tailored solutions for various industries, addressing unique challenges effectively. As businesses evolve, Dynamics 365 Copilot can be customized to meet changing needs, eliminating the necessity for new systems. Furthermore, Copilot grows with your business, providing reliable performance without requiring major overhauls as operations expand.
Copilot in Sales
Copilot Record Summaries
Get quick, insightful summaries of your lead and opportunity records with Copilot! The summaries are based on key fields that can be tailored to your team’s needs, making sure the top 10 most relevant fields align with your business goals.
Stay Updated on Changes
Copilot keeps you in the loop by highlighting recent updates to your leads, opportunities, and accounts, drawing directly from the audit history. Your admin can adjust which fields are included, so you’ll never miss an important change.
Effortless Meeting Prep
Be fully prepared for sales meetings with Copilot’s easy-to-read summaries, pulling all the essential details from related lead or opportunity records to keep you in the know.
Email Made Easy
With Copilot, writing polished emails is a breeze! It can even summarize email conversations for your customer notes and alert you to any unanswered messages.
Copilot in Marketing (Customer Insights)
Record Summarization
With Copilot, your AI-powered assistant, crafting marketing journeys is simpler than ever. Copilot interprets your goals using everyday language to create seamless, personalized journeys—like sending a welcome email to loyalty members. Edit and refine each step to deliver precisely tailored customer experiences.
Targeted Customer Segmentation
Effortlessly segment customers for your journeys by typing criteria in natural language. Simply say “customers who bought shoes in the last month,” and Copilot converts it into a segment query. Add or remove conditions, apply filters, and sort options to fine-tune your target audience.
AI-Assisted Journey Creation
Copilot generates journey ideas based on your goals. Just type “create a journey that sends a welcome email to all customers in the loyalty member segment,” and Copilot sets up a starting point, ready for you to edit, add, or adjust steps as needed.
Effortless Email Content Generation
Copilot helps you craft compelling emails by generating content based on your topic and tone preferences. Customize layouts, colors, fonts, and images to match your brand seamlessly.
Smart Image Recommendations
Copilot suggests relevant visuals to complement your emails. For example, type “show me images of shoes on sale,” and Copilot displays a gallery of options. Easily add your own images or choose from existing ones.
Content Refinement
Enhance your content with Copilot’s dynamic suggestions for tone, conciseness, or formality, helping you perfect each piece effortlessly.
Copilot in Customer Service
Real-Time AI Assistance
Copilot delivers real-time AI support to agents, automating repetitive tasks and enabling efficient case management. This leads to quicker issue resolution and enhances overall customer satisfaction.
Summarize Cases and Conversations
Inside the Customer Service workspace, Copilot condenses case details and conversation histories, allowing agents to quickly access essential information without wading through extensive records.
Respond to Questions
By interpreting natural language inputs, Copilot helps agents provide relevant answers to customer queries, streamlining communication and improving response times.
Compose Emails
When agents draft emails, Copilot generates contextual content, allowing them to focus on personalizing their messages while managing repetitive elements automatically.
Draft Chat Responses
For live chat interactions, Copilot aids in crafting responses, ensuring consistency and efficiency as agents engage with customers in real time.
Access Knowledge Base Information
Copilot simplifies the process of accessing knowledge base content, allowing agents to ask questions and receive accurate answers sourced from trusted materials, enhancing their support capabilities.
Copilot in Field Service
Assisted Work Order Creation (for Managers)
Copilot empowers frontline managers by enabling them to create, review, and edit work orders directly from their Outlook email interface. This seamless integration allows managers to quickly respond to customer requests and assign tasks to technicians without ever leaving their email environment.
Scheduling Recommendations (for Dispatchers)
With Copilot’s intelligent scheduling recommendations, dispatchers can make informed decisions based on real-time data and business context. This ensures optimal technician assignments, leading to efficient resource allocation and timely service delivery. By automating scheduling processes, Copilot minimizes manual effort and reduces delays, enhancing overall operational efficiency.
Streamlined Data Entry (for Technicians)
Copilot simplifies the data entry process, making it easier for technicians to focus on delivering exceptional service. When integrated with Dynamics 365 Field Service, Copilot automatically translates external information—like customer emails or IoT data—into the system, significantly cutting down on administrative tasks.
Enhancing Work Order Summaries
Copilot excels at summarizing and updating work orders generated from IoT data. Whether triggered by predictive maintenance alerts or sensor-based service requests, Copilot ensures technicians receive clear instructions and relevant context for each job. This streamlining of service workflows not only improves response times but also enhances overall service quality for customers.
Copilot in Business Central
AI-Generated Product Descriptions
Bring your new products to market faster with Copilot! Simply upload a product image, and Copilot automatically categorizes it and identifies key attributes like color, material, and size. It then crafts engaging product descriptions tailored to your brand. With just a few clicks, your products are ready for publication on platforms like Shopify.
Streamlined Bank Reconciliation
Say goodbye to the hassle of reconciling bank statements. Copilot simplifies this tedious process by automatically matching known transactions in Business Central after you upload a bank statement file or retrieve it digitally. It even suggests appropriate ledger accounts for unmatched transactions, saving you hours of manual effort.
Custom Capabilities with Developer Tools
Developers can enhance Copilot’s functionality by creating powerful, generative AI experiences tailored to any role or industry. The toolkit offers signature Copilot user experiences, robust data protection guardrails, and APIs for seamless integration with Azure OpenAI Service, allowing businesses to customize Copilot to meet their unique needs.
Copilot in Finance
Resolve Issues Faster
Starting a new project? Copilot helps you capture initial tasks in minutes, so you can spend more time checking off your to-do list and less time setting it up.
Launch Products in a Snap
Writing product descriptions can be tricky, but with Copilot, launching is a breeze. Just upload a product photo, and Copilot analyzes it to auto-fill essential details. With a few clicks, you’ll have an engaging product description ready to go!
Boost Collection Efficiency
Tired of repetitive collection emails? Copilot streamlines the process, helping you secure timely payments without the hassle—keeping your business moving forward smoothly.
Copilot in Supply Chain
Stay Ahead of Supply Chain Disruptions
Vendors running short on orders? Copilot offers smart guidance on handling PO adjustments and suggests solutions to keep your operations on track.
Automate for Stock Availability
Avoid costly stockouts with Copilot’s automatic dispatch and confirmation of new POs, ensuring demand surges are met without delay.
Focus on What Matters
Purchase managers can spend more time on impactful work with Copilot. It consolidates vendor order changes into a clear review table, helping you prioritize essential updates at a glance.