Make Your Business More Efficient with Microsoft Copilot!
Microsoft Dynamics 365 Copilot is a simple AI assistant built to support daily work. As part of the Dynamics 365 family, it works smoothly across ERP and CRM. It shares insights, lightens workloads, and connects people for better teamwork.
Confident Decision-Making
Offers real-time insights that guide leaders with facts.
Efficient Operations
Automates repeating tasks and reduces time spent on manual work.
Enhanced User Experience
Shows clear prompts inside workflows for easy guidance.
Better Team Intelligence
Brings people across departments together with context that is always shared.
Dynamics 365 Copilot Makes
Microsoft CRM Solutions Smarter
Microsoft Copilot for Dynamics 365 strengthens Dynamics CRM apps, including Dynamics 365 Sales, Customer Insights, Field Service, and Customer Service, with practical support. It helps sales professionals manage customer contact, track data, and shape interactions. With Copilot for Dynamics 365, every step with clients feels clearer and faster.
Smart Follow-Ups
Drafts and sends personalized follow-ups after customer contact.
Customer Insights
Shows intelligence about client habits, needs, and future signals.
Guided Priorities
Highlights the tasks that bring strong outcomes.
Active Suggestions
Shares next steps during live conversations with customers.
Data Simplification
Creates summaries of contact history for later use.
Dynamics 365 Copilot Comes
Built-In in Microsoft ERP
Microsoft Copilot for Dynamics 365 makes back-office work smoother and more efficient since it comes pre-built at the UI level. Irrespective of the modules in Business Central, Finance, Supply Chain, and Project Operations, you have access to Copilot features at each step. With Copilot in D365 Finance and Operations, now Finance and Supply Chain Management, productivity reaches a whole new level.
Seamless Follow-Ups
Crafts follow-ups tailored to supplier and client needs.
Accurate Finance Insights
Analyzes past data to shape clear budgets and forecasts.
Efficient Inventory Flow
Applies predictive checks to keep stock at balanced levels.
Streamlined Procurement
Helps compare vendors and prepare purchase orders quickly.
Compliance Support
Tracks policy changes and advises steps for safe compliance.
Accurate Report Generation
Prepares detailed reports for finance and operations on request.
Copilot in Every Dynamics 365 Solution
Copilot in Dynamics 365 works across all core products. This gives firms in Canada one connected set of tools. It helps achieve clear processes and steady productivity gains.
Dynamics 365 Sales
- With Sales Copilot Dynamics 365, meetings are summarized and follow-ups prepared.
- Predictive analytics spots promising leads and highlights them for action.
- Pipeline trends show early signals to plan with confidence.
- Teams work closely with Microsoft Teams for joint planning.
Dynamics 365 Customer Service
- With Copilot in Dynamics 365 Customer Service, staff resolve issues faster.
- AI-driven templates create quick and personalized replies for agents.
- Case handling improves with forecasts for timelines and actions.
- Dynamics 365 Customer Service Copilot tracks performance and studies feedback.
Dynamics 365 Customer Insights
- Campaigns are tailored with AI-based suggestions for audiences.
- Email outreach is crafted automatically with strong targeting.
- Performance of campaigns is tracked with clear reports.
- Integration with LinkedIn extends audience reach across regions.
- Meeting recaps are created automatically with highlights.
- Deals are guided with smart predictions and follow-ups.
Dynamics 365 Finance
- Costs are tracked automatically with detailed financial reporting.
- Forecasts and budgets are shaped with predictive planning tools.
- Compliance is monitored with alerts on key changes.
- Audits move faster with AI-created summaries.
Dynamics 365 SCM
- Demand is forecasted to keep stock levels accurate.
- Vendors share real-time data for smooth supply.
- Orders and restocking alerts are automated with ease.
- Maintenance signals flag issues early to cut disruptions.
Dynamics 365 Commerce
- Shoppers see AI-created product suggestions tailored to habits.
- Sales plans improve through clear analysis of customer actions.
- Orders are tracked and managed with automation across channels.
- Stores and online shops align for a consistent customer experience.
Teamwork Made Easier with Copilot
Copilot for Dynamics 365 supports communication inside Microsoft Teams and Office 365. Work feels simpler as people share context and progress without friction.
Integrated with Teams
Built inside Microsoft Teams to support smooth collaboration.
Track and Summarize
Prepares summaries of meetings with clear action points.
Document Automation
Writes reports, presentations, and letters based on shared data.
Task Generation
Assigns and monitors team tasks with AI suggestions.
Knowledge Discovery
Finds documents and insights quickly from company data.
Shape the Future of Your Business with Copilot in Dynamics 365
Copilot in Dynamics 365 keeps improving with new abilities across time. It adapts to your needs and protects your data.
Always Learning
Learns patterns and adapts to user work styles.
Regular Updates
Receives steady updates that bring the newest features.
Adaptability
Fits business needs and creates custom support when required.
Advanced Analytics
Applies statistical models to make accurate forecasts.
Security First
Guards sensitive company data with enterprise-grade measures.
Frequently asked questions
To enable Copilot in Dynamics 365, check your license, update your environment, and turn on settings from the admin centre.
Copilot in Dynamics 365 is an AI assistant built inside Microsoft business apps that guides tasks, drafts content, and shares insights.
You can use Copilot in Dynamics 365 by asking prompts, reviewing AI suggestions, and applying insights directly in your workflows.
