Dynamics 365 Copilot Solutions and Agents
Practical AI Assistance for Dynamics 365 ERP and CRM
Manual Data Analysis
Finance, operations, and sales teams often spend significant time reviewing reports and extracting insights from ERP and CRM systems.
Slow Access to Business Insights
Finding relevant operational or customer information across multiple records and dashboards can delay decision making.
Growing Data Complexity
As organizations scale, the volume of financial, operational, and customer data increases, making it harder for teams to quickly extract meaningful insights.
Why Businesses Need Dynamics 365 Copilot
Microsoft Dynamics 365 Copilot introduces AI assistance within ERP and CRM applications, helping teams interact with business data more efficiently.
Instead of manually reviewing multiple records or reports, users can access insights through natural prompts and AI assisted analysis.
Copilot works across applications such as Dynamics 365 Business Central, Dynamics 365 Finance & Operations, and Dynamics 365 CRM, allowing teams to retrieve insights directly within the systems they already use.
Organizations can extend these capabilities further through AI agents designed for specific operational scenarios, particularly within ERP environments.
Dynamics 365 Business Central
ERP • Finance • Operations
Dynamics 365 Finance & Operations
Supply Chain • Procurement • Reporting
Dynamics 365 CRM
Sales • Customer Service • Marketing
Microsoft Copilot Studio
Custom Agents • Workflow Automation
Common Dynamics 365 Copilot Capabilities
Microsoft Dynamics 365 Copilot enables AI assisted interaction with operational and customer data across ERP and CRM systems. Instead of navigating multiple dashboards or manually compiling reports, users can retrieve insights and analyze information through natural prompts.
Organizations typically begin using Copilot in areas where teams frequently analyze operational or customer information.
| Area | Capabilities |
|---|---|
🏢ERP (Business Central and Finance & Operations) | Financial insights, supply chain monitoring, inventory visibility, operational KPI tracking |
💰Finance | Financial summaries, variance insights, financial performance monitoring |
⚙️Operations | Inventory insights, supply chain monitoring, operational performance visibility |
💼Sales | Opportunity summaries, pipeline insights, customer interaction history |
🤝Customer Service | Case summaries, customer activity insights, service case visibility |
These capabilities allow teams to access relevant insights faster while continuing to work within their Dynamics 365 environment.
LevelShift Copilot Offerings
LevelShift helps organizations introduce Copilot capabilities within Dynamics 365 environments and develop AI agents aligned with operational workflows.
Copilot Agents for Dynamics 365 Business Central
LevelShift Copilot Agents for Dynamics 365 Business Central help finance and operations teams interact with ERP data using natural prompts.
These agents assist users in analyzing Business Central data and generating insights more easily.
Capabilities include:
- Financial insights from Business Central data
- Variance analysis support for finance teams
- Inventory and operational visibility
- Natural language interaction with ERP data
Copilot Agents for Dynamics 365 Finance & Operations
LevelShift Copilot Agents for Dynamics 365 Finance & Operations help organizations analyze operational and financial data across ERP environments.
These agents support finance and supply chain teams by enabling faster access to insights from Finance & Operations data.
Capabilities include:
- Financial performance monitoring
- Operational insights across finance and supply chain processes
- KPI visibility for finance and operations teams
- Analysis of ERP operational data through natural prompts
Copilot Capabilities for Dynamics 365 CRM
Within Dynamics 365 CRM environments, Copilot can assist sales and service teams by helping them access customer insights and streamline daily tasks.
Typical capabilities include:
- Summarizing customer interactions and account history
- Generating opportunity and pipeline insights
- Drafting responses for customer communication
- Supporting service case management workflows
These capabilities help sales and service teams access relevant information quickly while maintaining structured customer records.
Dynamics 365 Copilot QuickStart
Organizations exploring Microsoft Copilot often prefer to begin with a focused use case before expanding AI adoption across ERP and CRM systems. LevelShift’s Copilot QuickStart program enables Copilot capabilities and deploys an initial AI agent within the Business Applications environment.
The engagement validates Copilot readiness, enables Microsoft Copilot Studio, and designs and deploys a Copilot agent for a prioritized business use case.
What the Copilot QuickStart Includes
Enable Copilot Studio and validate environment prerequisites
Identify and prioritize a business use case for Copilot automation
Design and develop a Copilot agent using Microsoft Copilot Studio
Integrate the agent with Dynamics 365 or other business applications (up to two integrations)
Test the agent, conduct User Acceptance Testing (UAT), and deploy to production with go-live support and hypercare
This approach allows organizations to experiment with AI in a controlled environment while delivering measurable operational value.
Copilot QuickStart Packages
Choose the package that best fits your organization's Copilot adoption strategy and timeline.
Base Package
4 Weeks
- ✓Enable Copilot Studio & validate environment prerequisites
- ✓Identify & prioritize 1 business use case
- ✓Design & deploy 1 Copilot agent in production
- ✓1 pre-built bonus business application agent
- ✓UAT, go-live support & user enablement
Extended Package
6 Weeks
- ✓Enable Copilot Studio & validate environment prerequisites
- ✓Identify & prioritize 2 business use cases
- ✓Design & deploy Copilot agents for both use cases
- ✓1 pre-built bonus business application agent
- ✓UAT, go-live support & user enablement
Both packages include:
environment setup, Copilot configuration, agent development, testing, UAT validation, production deployment, and user enablement support.
Copilot Implementation Approach
Implementing Microsoft Copilot in Dynamics 365 requires alignment across business workflows, data readiness, and governance. LevelShift follows a structured approach to ensure secure Copilot deployment and effective user adoption.
Use Case Identification
Identify and prioritize business scenarios where Dynamics 365 Copilot and Copilot agents can automate tasks, improve productivity, and support decision-making.
Environment and Data Readiness
Validate Copilot prerequisites, review security and governance policies, and assess ERP and CRM data quality to support reliable AI outputs.
Agent Design and Deployment
Design and configure Copilot agents using Microsoft Copilot Studio, connect relevant data sources, and deploy agents within the Dynamics 365 environment.
Validation and Adoption
Test agent workflows and responses, enable users through training, and monitor usage to continuously optimize Copilot performance.
Why LevelShift
Organizations choose LevelShift for Dynamics 365 Copilot solutions because of our focus on practical implementation and operational alignment.
Experience across Dynamics 365 ERP and CRM environments
Copilot agent development for Business Central and Finance & Operations
Structured Copilot implementation approach
Ongoing optimization and support
Customer Testimonials
“Thanks to Dynamics 365 and LevelShift, Exhart has significantly improved operational efficiency and visibility to critical business information, which helps us continue to spread smiles to our customer's homes and gardens long into the future.”
Exhart
FAQs
Start Exploring Dynamics 365 Copilot
LevelShift helps businesses implement Dynamics 365 Copilot capabilities and AI agents designed to support real operational workflows across ERP and CRM systems.
Request Copilot Assessment