In March 2023, Microsoft announced the launch of their new generation of AI for business apps – Microsoft Copilot. Created for use in Microsoft Dynamics 365, this update was designed to offer easy-to-use AI assistance across all business functions.
In this blog, we’ll dive deeper into the new AI tool and how its automation works within Microsoft’s suite of Dynamics apps to further improve employee efficiency and decision making.
What is Dynamics 365 Copilot?
Dynamics 365 Copilot allows businesses to empower their workers with AI tools across sales, service, marketing, operations, finance and supply chain. This means teams can spend less time on mundane tasks and more time on the jobs they love, such as innovating new solutions and sinking their teeth into growth projects. It takes advantage of recent AI improvements to improve efficiency and innovation across every part of the business. By automating tedious tasks such as manual data entry, content generation and note taking, businesses can unlock the full creativity of their workforce.
Using Copilot across the Dynamics platforms
Weaved throughout the suite of tools, Copilot unlocks new functionality across all areas of your business.
Dynamics 365 Sales
Copilot can reduce the time a sales team spends on admin tasks. The tool can help write email responses to customers, even pulling through pricing information from a business’ CRM. Plus, after any interaction with a customer, it can follow up with a list of AI-suggested actions to improve productivity. It’ll save employees time after internal calls too. Just by a user asking, it will summarise notes from a Teams meeting into an email, giving them time to go in and make edits before it sends it out to all attendees.
Dynamics 365 Customer Service
Empower customer-facing teams to deliver the best customer care in seconds. Copilot can draft answers to customer questions across chat and email tools, providing an interactive chat experience. Taking it one step further, teams can use the templates in Power Virtual Agents to build out a virtual chat bot agent in minutes, freeing up their time to press on with other tasks.
Dynamics 365 Customer Insights
Make your customer segments more personalised and targeted than ever. By asking Copilot, marketers can build personalised customer segments, while the clever AI tool will go the extra mile, making additional segment suggestions that they may not have considered.
Dynamics 365 Marketing
Be more creative and dynamic with your marketing. When lacking inspiration, marketers can ask Copilot for ideas surrounding a creative campaign. Connected to the data within a business and drawing on a range of internet sources, the AI tool can effortlessly suggest marketing ideas based on the prompts employees enter.
Dynamics 365 Business Central
Wave goodbye to ever having to manually create every product listing. In the world of ecommerce, a user can input a product's attributes (such as colour and size) and the AI tool will create a creative product description in seconds. These can then be further tailored by tone of voice, format and length. And when using Shopify, businesses can seamlessly publish products and descriptions in a few clicks.
Dynamics 365 Supply Chain
Using Copilot, a business can get supply chain alerts on issues such as weather, financials and geography which may hold up any supply processes. Predictive insights then surface impacted orders across materials, inventory, carriers, distribution networks and more. With this information, Copilot can be set up to automatically draft an email to warn any impacted partners and prevent potential disruptions.