Knowledge base

October 18, 2023

Dynamics 365 Copilot: How to get ready for launch

With Microsoft Copilot, users can create ideas and content faster by simply describing what they need using AI and natural language processing.

This allows users to save time, increase productivity, reduce workloads and break data silos. AI and Microsoft Copilot are expected to help us do more with less.

Since the introduction of Dynamics 365 Copilot – the first-ever Copilot for both CRM and ERP – along with Copilot in the Power Platform, there has been a lot of interest in how these developments will affect the way we do business.

Built-in scenarios by Microsoft

Microsoft has introduced several built-in scenarios for their products:

  • Microsoft Dynamics 365 Sales: Empowers sales reps with AI-driven insights, such as generating content suggestions based on customer emails.
  • Microsoft Dynamics 365 Customer Service: Provides agents with 24/7 AI support to find resources to resolve issues faster.
  • Microsoft Supply Chain Center: Enables Dynamics 365 Supply Chain Management customers to better anticipate and respond to disruptions.
  • Microsoft Power Apps: Let users build an app simply by describing what they need in natural language.

Moreover, Microsoft Azure AI tools and services offer the ability to build their own intelligent agents and services, providing even more opportunities for any business to differentiate itself.

Innovation and Microsoft Copilot

The introduction of Microsoft Copilot underscores the importance of innovation in the cloud. This new functionality will be part of the next update for Dynamics 365. Companies that recognized early on how valuable the cloud can be now have even more opportunities to take advantage of Microsoft Copilot.

Data optimization for Microsoft Copilot

The benefit of new technologies such as Microsoft Copilot can be hampered by messy data. Establishing an effective data management strategy is essential to fully utilize the value of such tools.

Make the most of AI for your business

While there are already some pre-built usage scenarios for Microsoft Copilot, its greatest potential is the ability to develop a custom solution for your business using Azure AI.

Governance and security with Copilot

As with any technology deployments, there are governance and security considerations with Copilot. It is crucial to use AI responsibly and accurately, and to ensure that it meets all regulatory and security requirements.

From potential to action

Realizing Copilot’s potential requires more than just technology; it’s also about how well your team actually uses it. Specialists can help make the most of AI and tech changes.

Finally, it is not just about technology; the human factor also plays a crucial role. The real value comes when technology and people work together. Together, we can fully exploit the potential of Copilot and AI.

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Dynamics 365 Copilot