Dynamics 365 Copilot_

Gain real-time insights and automation across your Dynamics 365 technology stack, leveraging the power of artificial intelligence. 

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What is Dynamics 365 Copilot? 

Dynamics 365 Copilot is an AI-powered assistant that integrates seamlessly with Microsoft’s Dynamics 365 suite of business applications. It boosts productivity, efficiency and innovation across your core business functions.  

By leveraging generative AI, Dynamics 365 Copilot automates tedious tasks, generates content and provides intelligent insights as you work. 

It empowers your team to complete tasks faster and better utilise internal data for intelligent decision making. 

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With these achievements under our belt, we’re more than equipped to guide your business to smarter technology and processes.

Why use Dynamics 365 Copilot? 

Dynamics 365 Copilot enables businesses to achieve more with less. By automating routine tasks and providing intelligent insights, it frees up employees to focus on higher-value activities. This includes improving sales relationships, increasing customer service quality and improving inventory management.

By streamlining processes, businesses can enjoy higher productivity rates, enhanced accuracy and improved performance. 

It can also analyse vast amounts of data stored within your Dynamics 365 solutions. It can identify trends, predict customer behaviour and optimise processes. This enables organisations to make data-driven decisions, identify new market segments and uncover opportunities. 

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Ready to get started with Copilot?

Our Copilot Hub will guide you through your adoption journey, from discovering use cases to delivering value, with useful resources and expert insights.

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What are the benefits of Dynamics 365 Copilot? 

Unlimited AI power: Get AI support across core business tasks, including inventory management, financial reporting, sales follow-up and content creation 

Achieve more with less: Automate repetitive tasks, like data entry, locating information and drafting emails, to free up your teams to focus on high-value strategic work 

Understand your customers: Use Copilot to analyse customer behaviour and deliver personalised experiences that close more deals 

Improve decision making: Copilot summarises information, explains contexts and analyses data, leading to informed, intelligent business decisions 

Work faster: Copilot’s automation enables faster completion of tasks, allowing you to be more agile, embrace opportunities and resolve issues promptly 

Personalised assistance: Copilot adapts user needs and business data, providing tailored recommendations and suggestions at the right time 

Minimise staff stress: Automated features and instant responses allow your teams to reclaim their time for the work they love most and avoid burn-out 

Centralise information: Copilot can gather and analyse data across your business, making it easier to collaborate and communicate between teams 

What do people think of Dynamics 365 Copilot? 

Based on Microsoft research, Dynamics 365 Copilot can: 

  • Allow users to complete tasks 29% faster 
  • Double productivity rates 
  • Improve accuracy by 44% across tasks 

Dynamics 365 Copilot key features_ 

Integration across the Dynamics 365 suite: Leverage Copilot within your favourite Dynamics 365 solutions for unbound support 

Intelligent automation: Dynamics 365 Copilot excels at automating routine tasks, freeing up employees to focus on strategic initiatives 

Predictive insights: Copilot analyses vast amounts of data to uncover trends, patterns and potential opportunities 

Natural language interaction: Copilot enables users to interact with the system using simple, conversational language 

Dynamics 365 Copilot FAQs_

Is there more than one type of Copilot?

While in most cases, people refer to the AI embedded in Microsoft 365 or Dynamics 365 when they talk about Copilot, there are multiple types of Copilot. Microsoft has invested in AI, leading to a suite of innovative solutions.  

Other Copilots include:  

  • Windows Copilot – centralised AI support within the Windows platform.  
  • Sales Copilot – designed for Sales teams to efficiently manage their pipeline and close deals.  
  • Security Copilot – secures your systems and protects data with the power of AI.  
  • GitHub Copilot – supports developers in the completion and quality control of code.  
  • Power Platform Copilot – assists with building apps within the Power Platform.  
  • Copilot for Microsoft Fabric – supports the creation of data flows within Power BI.

How do I get Dynamics 365 Copilot?

If you want to gain the power of Dynamics 365 Copilot, there’s a few things you need. 

Firstly, you need Dynamics 365. Dependent on the modules you have, you’ll be able to benefit from the use cases listed above. We also recommend keeping up to date with Microsoft’s latest announcements for the applications you use, as they’re always adding greater Copilot functionality! 

Next, check your Dynamics 365 licence includes access to Copilot. If not, you’ll need to upgrade it. Your administrator will also need to enable Copilot for any relevant user. 

How much does Dynamics 365 Copilot cost?

If you already have a Dynamics 365 license, Copilot is included as part of your Dynamics licensing at no extra cost. Please note, you’ll only be able to use Copilot in the Dynamics 365 modules you have. 

Other Copilots, such as GitHub Copilot, Copilot for Security and Sales Copilot, will require different licences, so we recommend checking Microsoft’s website for pricing information.  

Is there a free version of Copilot?

Yes, there is. However, it only offers a small sample of the functionality available in Copilot. It won’t integrate with your Dynamics 365 solutions, but it can give you a brief glimpse at what AI can do.  

The free version is more like a chatbot you can ask natural-language questions to get prompt responses. It’s a great way to experiment with Copilot and learn more about AI until you’re ready to invest in a licence.  

Is Dynamics 365 Copilot secure for businesses?

Yes, Dynamics 365 Copilot is designed with a strong emphasis on security. Here are its key security features: 

  • Data privacy: Microsoft is committed to data privacy and adheres to industry standards like GDPR. Copilot is built on top of Microsoft’s existing privacy, security and compliance commitments
  • Data encryption: Data is encrypted both at rest and in transit to ensure confidentiality
  • Access controls: Copilot uses the same access controls as Dynamics 365, providing granular control over data access
  • Compliance: Microsoft complies with various industry regulations and standards to safeguard customer data
  • Continuous monitoring: Microsoft employs advanced security measures to monitor for threats and vulnerabilities

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