Microsoft Co-Pilot is an artificial intelligence-powered tool that offers assistance in the form of contextual insights and predictions to help users of Dynamics 365 work more efficiently and effectively. Co-Pilot is in limited preview across several applications within the Dynamics 365 ecosystem, including Business Central, Dynamics 365 for Sales, and Dynamics 365 for Customer Service.

Copilot for Dynamics 365 Business Central

One of the great things about Co-Pilot is that it’s really intuitive. It learns from your usage patterns and offers suggestions based on what you’re doing. For example, if you frequently create purchase orders for a particular vendor in Dynamics 365 Business Central, Co-Pilot might suggest creating a recurring purchase order to save you time in the future. But Co-Pilot is not just about making suggestions. It can also provide you with valuable insights that can help you make better decisions. For example, it can suggest relevant information from external sources, such as news articles or stock prices, that could impact your business operations. This can help you stay on top of things and be more proactive in your decision-making.

With Copilot, you can create engaging product descriptions with the help of artificial intelligence. Input a product’s title and key attributes like color, material, and size, and Copilot will generate customized product copy that’s tailored to your brand. You can easily customize the text to your preferred writing style by choosing the tone and length and making any necessary edits before saving. Once you’ve created your new product descriptions, it’s time to publish them on your Shopify store. And with Copilot, that’s a breeze! With just a few clicks, you can seamlessly publish your new descriptions and start selling your products to the world.

Copilot for Dynamics 365 for Sales

In Dynamics 365 for Sales, Co-Pilot is especially useful for sales teams. It can provide predictive insights into customer behavior, such as identifying which prospects are most likely to convert into paying customers. It can also suggest personalized messaging and content based on a prospect’s interests and buying patterns, which can help your team tailor their approach and increase the chances of converting a lead into a customer. And Co-Pilot can even help with administrative tasks, such as updating contact information and scheduling follow-up tasks.

Copilot for Dynamics 365 for Customer Service

In Dynamics 365 for Customer Service, Co-Pilot is a real game-changer. It can help service teams by offering insights into common customer issues and providing suggestions for resolving them. For example, if a customer frequently contacts customer service with questions about a particular product feature, Co-Pilot may suggest creating a self-service portal or knowledge base article to address the issue proactively. This can help reduce the workload on your service team and improve customer satisfaction.

And like in other Dynamics 365 applications, Co-Pilot in Customer Service can automate tasks such as routing tickets to the appropriate agent and suggesting responses to common inquiries. This can help your team be more efficient and respond to customer needs more quickly.

Copilot for Dynamics 365 for Supply Chain Management

For Microsoft Dynamics 365 Supply Chain Management customers Copilot can help you proactively identify and mitigate potential disruptions in your supply chain. You can identify external issues like weather, financials, or geography that could impact your key supply chain processes. The predictive insights generated by Copilot can help you quickly identify any impacted orders across materials, inventory, carrier, distribution networks, and more. Copilot can also help you automatically draft an email through Dynamics 365 to alert your impacted partners and mitigate any potential disruptions before they happen.

Overall, Microsoft Co-Pilot is a fantastic tool that can help you save time and improve your decision-making. And with its availability across multiple Dynamics 365 applications, it can benefit businesses across a range of industries and functions. With its intuitive design and powerful capabilities, you’re sure to find that it’s a valuable addition to your Dynamics 365 toolkit. Co-pilot is currently in limited preview. Sign up for the waitlist here.

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