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Introducing Copilot to Dynamics 365 - Evolvous

Introducing Copilot to Microsoft Dynamics 365  

The tech industry is constantly evolving, and one of the hottest topics right now is artificial intelligence (AI). Microsoft is leading the way in this innovation with their newest product, Microsoft Dynamics 365 Copilot. This advanced solution comes with state-of-the-art AI features and natural language processing allowing users to utilize the potential of their words to boost productivity.  

First, let’s explain what Copilot is.  

Microsoft Copilot is an AI-powered assistant which combines the power of large language models (LLMs) with the existing data in your different Microsoft products such as Microsoft 365 product suite, Dynamics 365 to name a few. It works alongside the existing tools and boosts the overall productivity by making your people work smarter and faster.  

Who can benefit from using Copilot?  

Primarily Copilot can assist all professionals in various roles like sales, service, marketing, operations, and supply chain by simply integrating it with the existing Microsoft products but to simply put, if you are looking for AI assistance in your CRM and ERP system then Dynamics 365 plus Copilot is your ultimate go-to tool. It allows all your departments to focus more on the important aspects of the jobs and less on mundane tasks.  

Copilot in Dynamics 365 is an AI-powered tool that has the potential to revolutionize every aspect of your business. With its advanced capabilities, it can significantly simplify the process of creating product listings, creating compelling content such as email templates, pulling insights from automated email summaries, etc. According to the early reviews, people are greatly anticipating the power of Copilot in Dynamics 365 and already experiencing a super transition in their usual activities.  

Contact our certified consultants to request a free discovery call. As a Microsoft Gold Solution partner, we can provide you your first POC and show how Copilot can be integrated with your existing Dynamics 365 Business Central and help you overcome challenges and achieve your long-term, sustainable results.  

Let’s take a closer look at the benefits of Microsoft Dynamics 365 Copilot for your business:  

Copilot in Viva Sales  

By combining Viva Sales with Copilot, sales professionals gain the ability to simplify their workflows by automatically capturing data from Outlook and Teams. This eliminates the need for manual data entry and reduces the time spent switching between applications, allowing sellers to focus more on important selling activities.  

With Copilot in Viva Sales, sellers can easily create emails with intelligent responses in just a matter of seconds. Whether they need to reply to inquiries, draft proposals, or offer discounts, Copilot’s intelligent automation is there to assist. By retrieving relevant data from Dynamics 365, this AI assistant ensures that email responses are accurate and transparent.  

In addition, Copilot smoothly integrates with live Teams meetings, offering immediate access to CRM data and relevant customer interactions. Sellers can easily request meeting recaps, promptly receive answers to unresolved questions, and even retrieve information from sales materials – all within the user-friendly Teams interface. Furthermore, Copilot’s capacity to summarize meetings and generate AI-driven email drafts significantly enhances seller productivity.  

Copilot in Customer Service  

With Copilot accessible within the Dynamics Customer Service workspace, customers can easily access useful resources, solve challenging customer issues, and compose effective responses.  

Imagine having a conversation with an intelligent chatbot that can understand and respond to your questions in natural language. That’s exactly what Copilot in Customer Service offers. Whether you’re looking for troubleshooting steps for a specific issue or seeking guidance on resolving customer problems, Copilot has all the answers. Agents can review and modify responses before sending them to customers, which improves the overall efficiency of customer service operations.  

Copilot simplifies the process of generating draft responses by offering options like scheduling calls or requesting more information. These drafts can be easily reviewed, revised, and sent to customers.  

Copilot in Marketing  

Email marketing can be a challenging endeavor, as it requires marketers to grab their audience’s attention with compelling content. Thankfully, Copilot in Dynamics 365 Marketing is here to help. It generates up to 20 email content suggestions that align with the key messaging points provided by the marketer. With this feature, creating engaging emails becomes easier and more efficient.  

This feature is extremely useful for marketers who are experiencing creative blocks or finding it challenging to get their email campaigns started. Using AI-generated outlines, marketers can quickly create initial drafts and use them as a basis for further refinement. Copilot guarantees consistency with previous marketing messages by following the brand’s style, tone, and structure.  

In addition to these features, Copilot also streamlines the process of creating real-time marketing segments using natural language queries. This allows marketers to quickly establish criteria without having to navigate complex data structures. For example, they can simply type queries such as “contacts with email addresses that allow bulk emails based in London.” Copilot suggests data structures that can be fine-tuned to include additional details.  

Copilot in Dynamics 365 Field Service  

It is a cutting-edge AI tool designed to assist frontline service professionals and enhance their ability to resolve issues efficiently. This innovative system simplifies essential tasks such as generating work orders filled with accurate information and assigning them to the most suitable technicians. Moreover, Copilot equips these technicians with comprehensive support, enabling them to successfully complete their jobs. By prepopulating pertinent details like customer escalations summaries into draft work orders for manager review during their workflow, Copilot optimizes the entire process. These work orders are then automatically synchronized with Microsoft Dynamics 365 Field Service after being saved.  

Copilot in Microsoft Dynamics 365 Business Central  

By creating AI-generated product descriptions, it enables small and medium-sized businesses to introduce new products to the market more quickly. Using a product’s title and important details like colour, material, and size, this Copilot feature suggests copy for interesting, brand-specific product descriptions. By selecting the tone and length and making any necessary edits before saving, you can easily adapt the text to your preferred writing style.  

Copilot in Dynamics 365 Supply Chain Management  

Microsoft Dynamics 365 Supply Chain Management customers have the capability to access a feature that will proactively identify external factors including weather, finances, and geography, which can potentially affect crucial supply chain functions. Subsequently, predictive insights detect affected orders within various aspects such as materials, inventory levels, carrier services, distribution networks, and others. The supply chain planners can then leverage an automated email drafted by Dynamics 365 Copilot to promptly notify partners who are likely to be impacted and effectively manage any potential disruptions prior to their occurrence.  

Wrapping Up!  

Though it is not all but for now that’s it! Now you’ve learned all about the amazing advantages of Dynamics 365 Copilot, the innovative AI-powered solution that is transforming business processes. With its advanced natural language processing abilities and user-friendly interface, Copilot simplifies operations and fuels business growth like never before.  

As AI technology continues to advance, Copilot is expected to become even more robust in the future. Just envision the possibilities for your business with access to this incredible solution!  

At Evolvous, we have a strong passion for assisting businesses in leveraging the potential of technology to achieve growth and success. Our expertise lies in effortlessly integrating Dynamics 365 Copilot solutions, and our dedicated team is equipped to maximize the benefits of this powerful tool. If you’re prepared to elevate your business to new heights, reach out to us today!

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