AI and Microsoft Copilot

A boost in business efficiency

Integrating Microsoft Copilot into Dynamics 365 opens up a world of possibilities for businesses. This AI assistant, based on generative AI and Natural Language Processing (NLP), automates tasks within CRM and ERP systems and improves overall efficiency.

What is Microsoft Copilot?

Microsoft Copilot is a smart assistant that uses advanced language models (Large Language Models, LLMs) and organizational data. It is a powerful tool that helps users increase productivity and creativity in the workplace.

Copilot in Dynamics 365 Business Central

For small and medium-sized organizations, Copilot offers intuitive AI tools that encourage employee creativity and save time. Some benefits include:

Faster product introduction: Copilot is able to generate convincing product descriptions based on color, material and size. With a few clicks it is possible to publish products on the webshop.
Upload a product image and Copilot automatically matches it with the correct product category and attributes.
More efficient accounting: Copilot helps to reconcile bank statements. Upload a bank statement or retrieve it digitally, and Copilot automatically matches transactions with known data in Business Central. For the remaining transactions, it suggests the correct general ledger account, minimizing margins of error.

Copilot in Dynamics 365 Sales

Within Dynamics 365 Sales, Copilot provides a chat interface that allows salespeople to quickly retrieve summaries of their opportunities and leads, track recent changes to their records, prepare for meetings and read the latest news about their accounts.

To keep salespeople up to date on their sales records, Copilot summarizes changes made to lead, opportunity and account records. This summary is generated based on the audit history of the records. This allows the salesperson to quickly have all the up-to-date information at their fingertips.

Copilot in Dynamics 365 Customer Service

For customer service agents, Copilot provides contextual answers to questions via chat and e-mail. It draws on knowledge bases and solution histories to always suggest the best solution to customer questions. This allows employees to respond faster and more accurately to handle tickets efficiently and provide a better customer experience.

Copilot voor Dynamics 365 Customer Service

Copilot in Microsoft 365

Copilot also integrates with Microsoft 365 applications such as Word, Excel, PowerPoint, Teams and Outlook. It helps users with writing, generating content and increasing overall productivity.

For short, Microsoft Copilot is the future of business innovation. By combining AI-driven knowledge with organizational data, it provides customized solutions.
Copilot, the smart assistant, taking businesses to new heights!