Copilot Overview
Microsoft Copilot is Microsoft's AI-powered assistant designed to help users work faster, make better decisions, and reduce repetitive effort across business applications and data platforms. Embedded within tools like Dynamics 365, Teams, Copilot uses natural language and AI to simplify everyday tasks, automate workflows, generate insights, and improve productivity.
Built on Microsoft's trusted cloud foundation, Copilot works within existing security roles and permissions, allowing organizations to adopt AI experiences while maintaining governance, compliance, and data security.
Webinar Overview
AI is changing how businesses manage operations, finance, reporting, and decision-making. Microsoft Copilot brings AI directly into the tools organizations already use every day.
In this webinar, discover how Copilot helps teams work faster, reduce repetitive effort, improve reporting, and simplify everyday business processes using natural language experiences.
We'll explore practical use cases across:
You'll also see real-world demonstrations of how Copilot assists finance teams, operations teams, and business users with smarter workflows and faster insights.
Webinar Agenda
Introduction to Microsoft Copilot
Presented by
Omar Riad, Senior Copilot Solution Area Specialist, Microsoft
Understand what Microsoft Copilot is and why organizations across industries are adopting AI-powered business applications.
Key takeaway
Learn how Copilot helps employees work faster using natural language, automation, and AI-driven assistance inside familiar Microsoft applications.
Dynamics 365 Business Central (BC)
Explore how Copilot supports finance, inventory, purchasing, sales, and operational processes for growing businesses.
Key takeaway
See how Business Central users can reduce manual effort, accelerate routine tasks, and improve operational visibility.
Dynamics 365 Finance & Operations (F&O)
Learn how enterprise finance and supply chain teams can use Copilot to simplify complex workflows and improve productivity.
Key takeaway
Understand how Copilot supports faster approvals, smarter financial operations, and improved supply chain responsiveness.
Live Demonstrations
Experience Copilot features in action across Dynamics 365 through guided demonstrations.
Key takeaway
See practical, real-world examples of AI-powered workflows that improve productivity and decision-making.
QuickStart Approach & ROI
Understand how organizations can begin their Copilot journey with a structured pilot and adoption strategy.
Key takeaway
Learn practical steps to start small, measure value, and scale AI adoption confidently across the business.
Q&A Session
Get your questions answered by our experts and discuss possible next steps for your organization.
Who is this webinar for?
Business & Technology Leaders
CIOs, CTOs, CFOs, COOs, and business leaders evaluating AI, automation, and digital transformation initiatives.
Finance & Operations Teams
Professionals responsible for finance operations, procurement, inventory management, and enterprise process optimization.
IT & Implementation Teams
Solution architects, system admins, and IT teams planning AI rollout, governance, and integration within Dynamics 365.
What You'll Learn
How Microsoft Copilot works across Dynamics 365 ecosystem
Practical business use cases for AI in ERP
Ways to reduce repetitive work and improve productivity
How AI can simplify reporting and analytics
Security, governance, and trusted AI considerations
Steps to begin a Copilot pilot within your organization
Why Attend This Webinar?
AI Inside the Applications You Already Use
Copilot works directly within Dynamics 365, helping users stay productive without switching between tools.
Faster Everyday Work
Reduce time spent drafting emails, summarizing information, creating reports, and searching for data.
Better Decision-Making
Access insights faster with AI-powered reporting, summaries, and conversational analytics.
Start Small & Scale Confidently
Learn how organizations can begin with focused use cases before expanding adoption across departments.
Why LevelShift?
Microsoft Solutions Partner with extensive Dynamics 365 expertise
Experienced consultants across ERP, analytics, and AI solutions
Proven approach for Copilot enablement and adoption
Strong focus on business outcomes, governance, and long-term value
