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Microsoft Dynamics 365 Copilot, new assistant for CRM and ERP

Microsoft Dynamics 365 Copilot is the company’s new solution, which offers interactive assistance, based on AI, in all business functions. According to a Microsoft business trends survey, nearly 9 out of 10 employees plan to use AI to reduce repetitive tasks in their jobs. With Dynamics 365 Copilot, organizations empower their workers with these tools built for sales, service, marketing, operations, and supply chain roles.

management systems customer relations (CRM) and enterprise resource planning (ERP) have long been sources of essential business and customer data. However, they often require spending time on repetitive tasks, such as manual data entry, content generation, and note-taking. Dynamics 365 Copilot Take advantage of recent advances in generative AI to automate these tedious tasks and empower your workforce creativity. Dynamics 365 Copilot empowers professionals to accelerate their pace of innovation and improve business results across every line of business:

Copilot for Microsoft Dynamics 365 Sales and Viva Sales

Help salespeople drastically reduce the time they spend on administrative tasks. The AI ​​helps them write email responses for customers and even create a summary of a Teams meeting in Outlook. This pulls details from the seller’s CRM, such as product and pricing information, as well as information from the recorded Teams call.

With salespeople spending up to 66% of their day checking and responding to emails, this functionality provides a significant business advantage, increasing the time salespeople spend engaging with their customers.

Copilot for Dynamics 365 Customer Service

Makes it easy for agents to deliver exceptional customer service. Dynamics 365 Copilot composes contextual responses to queries in both chat and email, as well as providing an interactive experience based on case history, and is always available to answer questions.

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Microsoft also makes it easy for customer service departments to create virtual agents in minutes, thanks to Power Virtual Agents conversation enhancers: Leverage the capabilities of Azure OpenAI Service and Bing to deliver responses across the company web and the internal knowledge bases that are chosen.

Copilot for Dynamics 365 Customer Insights and Dynamics 365 Marketing

It enables marketers to streamline their workflow of data exploration, audience segmentation, and content creation:

  • With Copilot in Dynamics 365 Customer Insights, Marketers select specific, highly personalized customer segments by interacting with their customer data platform using natural language, as well as receiving suggestions for additional segments that may not have been previously considered. This new capability performs complex calculations and matches customers that fit a selected profile.
  • With Copilot in Dynamics 365 Marketing, field professionals describe their customer segment in their own words to create a target segment with the inquiry support feature. Dynamics 365 Copilot also offers inspiration for creating a mailing campaign. Copilot makes suggestions based on the key topics selected by the vendor, the organization’s existing marketing emails, as well as a variety of Internet sources to increase the relevance of the insights generated.

Copilot for Dynamics 365 Business Central

Streamlines the creation of product lists for e-commerce. Product attributes such as color, material, and size are used to create compelling product descriptions for online storefronts, in a matter of seconds. And it is possible to personalize it even more by choosing the tone of voice, the format and the duration. Business Central customers using Shopify can easily post products with descriptions to their store with just a few clicks.

Copilot for Microsoft Supply Chain Center

Accessible to Microsoft Dynamics 365 Supply Chain Management customers, it will proactively flag external eventualities like weather, finance, and geography that are likely to impact key supply chain processes. In addition, its predictive insights will locate orders possibly affected by materials, inventory, carrier, or the distribution network, among others. And supply chain planners are able to automatically compose an email, generated by Dynamics 365 Copilot, to alert affected partners and mitigate potential disruptions, before they happen.

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