Dynamics 365

Copilot for Dynamics 365, what does the future look like?

22nd May 2023 | 6 min read

Copilot for Dynamics 365, what does the future look like?

Since 2023, there have been plenty of discussions about artificial intelligence. Regardless of your opinions, the fast-growing nature of AI can’t be ignored.

Already, many individuals and organisations are choosing to implementing AI in daily life. There are now several use cases for AI across different departments and business areas. Tech giants are also continuing to announce new tools, rocketing the AI wave further.

It’s no surprise, then, that we’re all wondering what AI means for our working lives and the solutions we’re likely to be using in the coming weeks and months.

Below, we explore in detail – and how Microsoft Dynamics 365 Copilot is leading the charge.

Why is artificial intelligence such a big deal?

AI has become a gamechanger for companies worldwide, providing solutions to mundane and repetitive activities. It automates a great deal of the administrative tasks associated with work, allowing for faster turnaround times.

AI technology aids integral decision-making and planning. Driving both personal and professional responsibilities, AI machinery enhances creativity, experience and learning. It also cuts costs by streamlining and eliminating low-level business activities. As such, it’s no surprise many companies are implementing AI already.

Now, the AI cat is firmly out of the bag. Even if you try to resist it, it’s likely your competitors are considering ways to use it. This could lead them to be more innovative, faster to market and more efficient at serving customers.

If you don’t embrace AI, you risk becoming obsolete. That’s why embracing it now is so crucial.

How Microsoft are leading the way with AI in the workplace

Back in March 2023, Microsoft introduced Dynamics 365 Copilot. It staked a claim as the world’s first AI assistant across both CRM and ERP applications.

With Microsoft solutions already commonplace in most organisations, it’s likely many of us will be using Copilot.

Luckily, it can boast big benefits for businesses and make the shift to AI much simpler.

So, what is Dynamics 365 Copilot?

Copilot is Microsoft’s unique AI iteration that provides organisations with high-powered assistance across all functions.

With this resource, employees are empowered to carry out business tasks more efficiently within their respective departments such as finance, customer service, operations and sales. It incorporates CRM and ERP systems to increased data visibility, connectivity and streamlined processes.

Its progressive nature also works perfectly for business owners looking to enhance their hybrid and remote working activities.

It’s the future of business. Here’s why.

Improved customer experience

Dynamics 365 Copilot’s generative AI technology empowers users to achieve excellence in customer service. Copilot in Dynamics 365 Customer Service provides relevant answers to email and chat queries.

The AI powered interactive chat experience, delivered through Power Virtual Agents, is built to enhance communication with customers. This leads to better, faster service delivery. Tools such as chatbots are always available to answer simple or complex client questions for whenever people need assistance.

With customers at the heart of your operation, being able to provide the best experience through AI will genuinely set you apart from your competition.

Less time spent on tasks

We’ve seen Microsoft invest heavily over the last five years in technology that helps save you time, but Copilot takes it to the next level.

Dynamics Copilot in Microsoft Dynamics 365 Sales and Viva Sales uses AI methodologies to reduce the amount of time sellers spend on recurring tasks. It can provide replies to existing and potential clients, enhancing communication and interaction to strengthen sales pipelines.

One of the most compelling use cases of Copilot is being able to look at organisational documents and create pitches, PowerPoint decks and summarise information in a clear and concise way. It can also create email summaries of Teams meetings in Outlook, thereby streamlining various functions within a business.

It also pulls insights like product and pricing information from your CRM to enhance customer relations and communication. While sales executives remain key, Copilot can certainly speed up processes.

Streamlining workflows

Copilot in Dynamics 365 Customer Insights empowers users to simplify complex workflows. With Copilot, information can be gathered on customers using targeted segmentation to improve communication. It also equips marketers with the tools that are needed to create bespoke customer profiles.

Copilot also ensures marketing serves the right audience through intelligent messaging and compiling of data including assets, copy and images. This leads to customers gaining access to relevant information for better targeting and conversions.

Enhanced business capabilities

Microsoft Copilot’s AI machinery streamlines business activities for enhanced productivity. Users can interact seamlessly across the various arms of business including supply chain management, human resources, inventory management and finance.

For organisations using Business Central, Copilot can actually streamline the creation of product listings for eCommerce. It can add product attributes, change colours, change imagery and create unique product descriptions – all using natural language. It can also be of great use to finance teams, by supporting with complex financial modelling, forecasting and reporting.

Supercharged reporting

The Dynamics 365 Copilot platform is embedded with intelligent insights which allows you to gather data easily for quick reporting. Systems and databases can be accessed efficiently to reduce the complexity in understanding information.

With the help of AI, you’ll no longer need to sieve through huge chunks of data for reporting and decision making. Copilot curates and presents data for effective reporting instead.

A look into the future

With AI, gone are the days when workers had to plough through manual tasks.

We believe AI isn’t just a buzzword that’s taken over the airwaves; it’s a significant evolution to the way people work. It possesses the ability to use data and information to make logical decisions for the benefit of both business owners and their various workforce. It enhances both personal and professional landscapes.

The next stage of remote working largely depends on the effectiveness of AI and what it has to offer. As a collaborative tool, Copilot is set to power the next generation of business applications through fine tuning and innovation.

And AI is still developing. Copilot is likely to benefit from further updates and enhancements in the near future.

Nobody knows what the future holds – but with Copilot, it’s definitely exciting!

As a Microsoft Solutions Partner for Business Applications, we’re here to answer any questions that you may have around Dynamics 365 Copilot and support your organisation with drive to AI adoption.

Want to find out more about how Microsoft Dynamics 365 Copilot can benefit your organisation? Contact our specialists today. 

We would love
to hear from you_

Our specialist team of consultants look forward to discussing your requirements in more detail and we have three easy ways to get in touch.

Call us: 03454504600
Complete our contact form
Live chat now: Via the pop up

Feefo logo