There is a shift in business operations with the adoption of AI. It is no surprise that organizations are turning to Microsoft Dynamics 365 AI to personalize customer service experiences, make informed decisions, and improve performance.
Microsoft is a leader in AI innovation. Its D365 applications and Copilot are strong examples of how Microsoft drives innovation, accelerates growth and delivers measurable business outcomes.
The expansion of AI capabilities across the platform has long been on the minds of D365 users, and Microsoft Copilot’s role is notable.
What is Microsoft Copilot Studio?
The Copilot is an AI tool that helps users automate tasks, generate insights, and create content. It is the user facing AI assistant employees talk to using natural language. Copilot is integrated across Microsoft products, including Dynamics 365.
Users can ask Copilot in natural language to generate insights, automate repetitive tasks, and produce content for emails, promotions, and campaigns. Copilot generate response to user queries using D365 data, which help improve D365 workflows.
Automation, insight generation, and content creation in Copilot are powered by AI capabilities built into the platform.
Microsoft Copilot Studio is a low code or no code platform used to create AI agents. These AI agents can automate complex business processes, from answering questions and summarizing data to executing multistep workflows.
Microsoft Copilot AI features
Microsoft Copilot AI features create a new experience for D365 users through generative AI, across Dynamics 365 and other Microsoft applications.
The important features include
- Copilot let users ask questions in natural language.
- Copilot generates business-focused content using ERP data for marketing, emails, and sales promotions
- Copilot analyzes large volumes of data to generate insights
- Copilot suggest actions based on data
- Copilot helps in automating repetitive tasks
- Copilot uses business data to deliver relevant responses
- Copilot capabilities can be extended using AI agents created with Copilot Studio
- Copilot follows Microsoft security measures and compliance standards.
How does Copilot create new experiences when combined with Dynamics 365 applications?
Copilot for Dynamics 365 creates new AI experiences across business workflows when combined with Dynamics 365 applications. Here we explain how it improves processes within each D365 application.
The platform accelerates productivity across finance, sales, supply chain, customer service, and project operations.
- Copilot in D365 Sales provides a quick summary of opportunity and lead data, prepare for meetings, and perform other tasks.
- Copilot in D365 Customer service summarize cases, respond to questions, compose emails, and draft chat responses.
- D365 finance users benefits from the automation of reconciliation of back statements, invoice approvals, forecasting, and financial reporting.
- Copilot in D365 Project application helps project teams by summarizing project status, identifying risks, and supporting planning activities. It gives insights to help improve project delivery and profitability.
- Copilot in Business Central helps by summarizing financial data, generating reports, and automating tedious tasks.
How Copilot Relates to Dynamics 365 AI
Dynamics 365 AI capabilities includes analytics, forecasting, demand planning, and insights, which can appear to users. However, when D365 is combined with copilot, this intelligence is delivered through a conversational, natural language interface.
Here we highlight the important points of both Copilot and Dynamics 365 AI.
- Dynamics 365 AI displays insights in reports and dashboards. Copilot explains insights in plain language and recommend next best actions through the chat interface.
- Copilot uses generative AI across Dynamics 365 data to create emails, summaries, and responses, generate insights, and content creation within business processes.
- As users interact with Copilot using plain language, organizations can adopt Dynamics 365 AI without complex configurations and training.
- Copilot Studio let organizations to extend copilot capabilities, build AI agents, and automate complex work flows.
Dynamics 365 AI capabilities are available across sales, finance, customer service, and marketing applications. When combined, these AI experiences are further improved, which let users apply AI seamlessly across all apps.
Business AI Adoption
Dynamics 365 users significantly benefit from Copilot. It facilitates easy business AI adoption by allowing users to execute operations effortlessly through a natural language interface.
- Advanced AI capabilities such as forecasting, demand planning, and analytics are made simple through natural language interactions.
- Users with or without technical knowledge can access AI for automation and insights generation from D365 data.
- AI becomes the part of entire processes rather than a separate system.
- Simplified automation, insights generation, and content creation drive business value in a simple way.
Create a smarter business environment with Microsoft Copilot Studio
IAX DYNAMICS sets a transformative path with Dynamics 365 AI and Microsoft Copilot. Microsoft Copilot Studio has proven effective in driving growth through the creation of AI agents that supports process automation, insights generation, and contextual guidance.
Our professionals successfully use Copilot for Dynamics 365 to facilitate easy business AI adoption. You can benefit from improved process automation, AI insights, contextual guidance, extended copilot experiences, improved security, and increased business value.
To learn more about how it can support growth, get in touch with our consultants today.
FAQ Section
What is Microsoft Copilot Studio?
Copilot Studio is a platform within Copilot ecosystem that help users create secure AI agents that connects to business data and automate tasks. It provides users with tools to develop AI agents that expands the capabilities of Copilot like automation of complex business processes.
Can Copilot combine with D365?
Yes. Copilot combines with D365 to help users work efficiently using AI assistance. It also combines with Microsoft 365, Power Platform, Azure, and third-party applications.
What business processes can benefit from Dynamics 365 AI integration?
The processes that benefit from Microsoft Copilot Studio include sales and marketing, customer service, finance, supply chain management, project operations, and human resources.
