Experience business growth and soar high with Co-Pilot CRM

Running a business can be daunting, and revamping existing processes? Quite a challenge. The competition to excel is becoming fiercer, and we are just scratching the surface! Customers want more and want it fast, so businesses need to stay alert, or they might lose that next consumer. With this reality in mind, Microsoft introduced Dynamics 365 Copilot—the world’s first AI copilot seamlessly integrated into both Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) applications.

This innovation marks a significant leap forward, bringing the power of next-generation AI capabilities and natural language processing to businesses across various functions, from sales and service to marketing and supply chain. This blog explores the exciting possibilities that Dynamics 365 Copilot brings—a future where business complexity meets simplicity and success is redefined.

Dynamics 365 Copilot—An overview

Copilot is not an ordinary AI tool; it stands out as a revolutionary companion custom-fit for business professionals. It allows them to brainstorm, innovate, and handle daily tasks more efficiently. Using advanced AI and natural language processing, Copilot simplifies complex processes. Users can state their needs and receive actionable insights with ease.

Natively Integrated AI

What sets Dynamics 365 Copilot apart is its native integration into both CRM and ERP applications. This allows users to effortlessly tap into AI-driven assistance throughout the entirety of the Dynamics 365 suite. It offers a cohesive experience that significantly boosts user productivity and facilitates smarter decision-making.

Key AI features across Dynamics 365 applications

Dynamics 365 Sales and Viva Sales

Microsoft Viva Sales is an integral part of Dynamics 365 Sales that leverages Copilot to fine-tune seller workflows. By integrating with Microsoft Outlook and Teams, Viva Sales augments seller actions and decisions using AI-powered insights and actions.

Craft AI-generated Emails with ease

No more marathon-like struggles when it comes to drafting emails. Copilot simplifies the entire process, making email composition a task of pure simplicity. It goes beyond suggesting content based on customer emails; it adapts to your unique style, ensuring that every email reflects your professional persona.

Tailored to your style

Your communication style is unique, and Copilot respects that. It allows you to customize emails effortlessly, ensuring they resonate authentically with your recipients. Whether you prefer a formal tone or a more casual approach, Copilot adapts to your preferences.

Seamless meeting proposals

Proposing a meeting time can sometimes be a logistical puzzle, but Copilot transforms it into a straightforward process and ensures scheduling becomes a seamless part of your email interactions. It not only covers the basics but takes it a step further by suggesting a specific date and time based on your Outlook calendar.

Dynamics 365 Customer Service

Dynamics 365 Copilot infuses AI-driven support to streamline tasks and elevate the overall quality of service. This advanced tool transforms customer service teams’ operations, ensuring excellence in every interaction.

Craft drafts with AI assistance

Say goodbye to the days of painstakingly composing email or chat responses. Copilot allows professionals from various domains to draft responses with a single click. It understands the context of live conversations, retrieves relevant information, and crafts responses for agents to review and send. This streamlined process significantly reduces response times and ensures that you promptly address customer queries.

AI-generated meeting Summaries for quick follow-ups

The era of manual meeting recaps is officially over. Copilot is your intelligent assistant that automatically generates key meeting points and action item summaries. These summaries are based on CRM and meeting data to help agents receive automated insights for efficient follow-through. Whether you are a customer service agent, a marketing guru, or part of the supply chain team, Copilot ensures that you stay organized and on top of your game, even in the busiest times.

Dynamics 365 Customer insights and marketing

Marketers face the constant challenge of delivering personalized experiences across diverse channels. Copilot in Dynamics 365 Customer Insights makes data insights more accessible and actionable.

Natural Language Queries for deeper insights

Traditionally, marketers relied on data analysts to uncover insights from customer data through SQL queries—a process that often took weeks. With Copilot, marketers can directly engage with customer data using natural language prompts. Everyone gets to ask questions in simple English and get instant answers. It’s like having a chat with your data—easy, quick, and straightforward.

Efficient audience segmentation with Query Assist

Say goodbye to the complexities of market segmentation. Copilot’s “query assist” simplifies the process and helps you quickly describe your target audience in plain language. Marketers can create real-time segments as they can type a segment description without the need to delve into complex data structures. This method saves valuable time.

Inspiring content ideas for engaging marketing campaigns

Content creation hurdles? Not anymore. Copilot’s content ideas feature analyzes existing emails and internet sources to inspire marketers. Throw a few key points at Copilot, and it generates text suggestions for email content. This process saves countless hours spent on brainstorming and editing and ensures content remains fresh and engaging. No more staring at that daunting blank screen; let the ideas flow effortlessly.

AI-generated product descriptions in Dynamics 365 Business Central

For small and medium-sized businesses using Dynamics 365 Business Central, Copilot is the go-to tool for crafting compelling product descriptions. Copilot suggests text based on your product’s title and attributes. Customize it to your writing style, choose the tone and length, hit save, and witness how these product descriptions work wonders on your online store.

Microsoft Supply Chain Center and Dynamics 365 Supply Chain Management

In a complex supply chain, you need tools that simplify things, not make them more complicated. Copilot is great at turning complex information into easy steps. It does not overwhelm you with data but gives you a clear plan to handle challenges. This simplicity keeps your supply chain strong, even in tough times. Whether you are a big or small business, Copilot’s simple design and intelligent features are easy for everyone to use.

Proactive insights for quick decisions

In fast-moving supply chains, making quick decisions is critical. Copilot uses intelligence from the news module to proactively flag external issues like weather, financial news, and geopolitical events that may impact key supply chain processes. It accelerates identifying new Estimated Time of Arrivals (ETAs) for impacted shipments. Supply chain managers can swiftly assess the situation, ensure timely adjustments to delivery expectations, and maintain a proactive stance.

Contextual Email outreach for real-time problem-solving

Gone are the days of automated, one-size-fits-all responses. Copilot’s email outreach is intelligently contextual. Leveraging Azure OpenAI Service, it crafts emails with a nuanced understanding of the situation, ensuring your communication is automated and tailored to the unique circumstances.

Wrap Up

As organizations embrace the power of AI, Dynamics 365 Copilot is a catalyst for driving business outcomes, improving operational efficiency, and creating transformative experiences. This is just the beginning of a new era for Dynamics 365—stay tuned for more AI-powered features in the future. Contact us to learn more about AI in Dynamics 365 and how you can leverage them.