Unlock the full potential of your business with Copilot for Dynamics 365, expertly implemented by our team to elevate productivity and efficiency across all business operations. With our extensive experience empowering modern businesses through AI, we ensure Copilot seamlessly integrates with Dynamics 365 applications, providing intelligent support to your sales, customer service, marketing, finance, and supply chain management teams. By offering real-time insights, automating routine tasks, and facilitating data-driven decision-making, Copilot empowers your organization to achieve more with less effort. Experience a new level of operational excellence and innovation with the advanced capabilities of Dynamics 365 Copilot.
Summarize cases and conversations: Copilot drafts contextual answers and provides summaries, enabling quicker and more accurate responses.
Respond to questions and compose emails: Automated email drafting and chat responses based on knowledge base sources and case history.
Build virtual agents easily: Power Virtual Agents integrates Azure OpenAI Service and Bing to provide answers from company websites and internal knowledge bases.
Integrate with existing solutions: Out-of-the-box integrations for Dynamics 365, Salesforce, ServiceNow, and Zendesk for comprehensive customer support.
Create personalized customer segments: Use natural language to dialogue with the customer data platform, receiving suggestions for additional segments.
Generate email campaign content: Get AI-driven inspiration for email campaigns based on key topics and existing marketing materials.
Optimize customer targeting: Query assist feature helps describe and target customer segments effectively.
Enhance marketing strategies: Use AI to refine and perfect messaging, ensuring relevance and engagement.
Summarize work orders: AI-generated recaps provide a comprehensive overview of work orders, aiding service managers and frontline workers.
Create and schedule work orders: Outlook add-in assists with creating and scheduling work orders, streamlining operations.
Optimize field operations: Summarize history, future actions, and required parts for effective service management.
Improve customer satisfaction: Ensure timely and accurate service delivery with AI-driven insights.
Create project plans swiftly: Describe project details in natural language to generate and customize plans quickly.
Simplify status reports: Integrate scheduling and financial data into concise, insightful status reports.
Identify and mitigate risks: Continuous risk identification helps project managers address potential issues promptly.
Enhance project management: Focus on strategic activities by reducing time spent on routine tasks.
Summarize records and meetings: AI-generated summaries of sales records and meetings streamline seller workflows.
Automate email responses: Generate contextual email replies based on CRM data and customer interactions.
Prepare for meetings: Summarize previous meetings, notes, and CRM information to keep sellers informed.
Boost productivity: Real-time tips and suggestions during Teams meetings enhance seller performance.
Enhance collections management: AI-generated summaries of customer accounts and payment history help prioritize actions.
Personalize customer communication: Generate efficient, personalized emails to improve collection rates and customer relations.
Streamline financial operations: Reduce time spent navigating multiple screens with comprehensive AI assistance.
Improve cash flow: Enable timely payments and better cash flow management with AI-driven insights.
Jump-start the creative process: Generate content based on product information such as name, description, attributes, and dimensions.
Optimize for search engines (SEO): Enhance your product marketing content for higher rankings in search results.
Craft the tone of message: Select a unique voice for each product to match your brand and audience.
Tailor messages for specific buyers: Customize messages for different audiences like new parents, graduates, or healthcare workers.
Highlight key features: Generate engaging text snippets to amplify key product highlights.
Simplify content modifications: Make basic text edits using an inline rich text editor or natural language prompts.
Proactively flag external issues: Identify potential disruptions from weather, financials, and geography that could impact supply chain processes.
Draft precise responses: Use AI to craft responses to user queries based on extensive public documentation.
Provide context-aware guidance: Tailored and specific guidance based on users’ current context.
Query on-hand inventory: Use natural language to check inventory stock levels and availability.
Enhance procurement decisions: Classify purchase order changes by impact and risk to improve decision-making.
Integrate with third-party apps: Enable natural language search APIs for Inventory Visibility in e-commerce websites or apps.
