Fly High with Microsoft Dynamics 365 Copilot: Your AI-Powered Copilot for CRM and ERP Adventure!

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Welcome to the digital playground! Today, I am excited to introduce you to Microsoft Dynamics 365 Copilot, the world’s first copilot in both CRM and ERP, that brings next-generation AI to every line of business. This new tool is set to revolutionize the way we work and will undoubtedly make a significant impact on our productivity and efficiency.

According to a recent survey on business trends, nearly 9 out of 10 workers hope to use AI to reduce repetitive tasks in their jobs. And that's exactly what Dynamics 365 Copilot is here to do. This amazing tool will empower workers across all functions with AI capabilities built for sales, service, marketing, operations, and supply chain roles. With Dynamics 365 Copilot, everyone can now spend more time on the best parts of their jobs and less time on mundane tasks.

Dynamics 365 Copilot takes advantage of recent advancements in generative AI to automate tedious tasks such as manual data entry, content generation, and note-taking. With this tool, we can now unlock the full creativity of the workforce and put CRM and ERP to work for business users to accelerate their pace of innovation and improve business outcomes in every line of business.

Let's dive a little deeper into how Dynamics 365 Copilot can help us in our daily work. For sellers, Copilot in Microsoft Dynamics 365 Sales and Viva Sales dramatically reduces the time spent on clerical tasks. AI can now help write email responses to customers and even create an email summary of a Teams meeting in Outlook, pulling in details from the seller’s CRM such as product and pricing information, as well as insights from the recorded Teams call. With sellers spending as much as 66% of their day checking and responding to emails, this presents a significant business upside by giving the seller more time with their customers.

In Dynamics 365 Customer Service, Copilot empowers agents to deliver exceptional customer care. It drafts contextual answers to queries in both chat and email, in addition to providing an interactive chat experience over knowledge bases and case history, ensuring this AI-powered expertise is always available to answer questions.

In Dynamics 365 Customer Insights and Dynamics 365 Marketing, Copilot helps marketers simplify their workflow in data exploration, audience segmentation, and content creation. With Copilot in Dynamics 365 Customer Insights, marketers can curate highly personalized and targeted customer segments by having a dialogue with their customer data platform using natural language. Marketers can receive suggestions about additional segments that may not have been previously considered. This new capability can handle complex calculations and match customers that fit a select profile.

In Dynamics 365 Marketing, marketers can use Dynamics 365 Copilot to effortlessly get inspiration for fresh email campaign content based on a simple request. Copilot makes suggestions based on key topics entered by the marketer, the organization’s existing marketing emails, as well as from a range of internet sources to increase the relevance of generated ideas.

In Dynamics 365 Business Central, Copilot streamlines the creation of product listings for online commerce. Product attributes such as color, material, and size can be used to create compelling product descriptions for online storefronts in seconds. The descriptions can be further tailored by choosing tone of voice, format, and length. Business Central customers using Shopify can seamlessly publish the products with descriptions to their Shopify store in just a few clicks.

Lastly, Copilot in Microsoft Supply Chain Center proactively flags external issues such as weather, financials, and geography that may impact key supply chain processes. Predictive insights then surface impacted orders across materials, inventory, carriers, distribution networks, and more. Supply chain planners can then automatically draft an email generated by Dynamics 365 Copilot to alert impacted partners and mitigate potential disruptions before they happen.

The next era of business applications is being transformed by generative AI, and Dynamics 365 Copilot brings the latest AI breakthroughs to every line of business, improving customer experience, employee experience, and operational efficiency. Microsoft is committed to responsible AI by design, ensuring the safe deployment of AI technologies to customers.

In addition to Dynamics 365 Copilot, Microsoft is also introducing next-generation AI capabilities across its business applications portfolio. This includes the next generation of AI capabilities in Microsoft Teams, Viva Sales, and Power Apps, which enables citizen developers to write code using natural language.

In conclusion, with Dynamics 365 Copilot, Microsoft is paving the way for a new era of AI-powered business applications that will transform the way we work. By automating tedious tasks and empowering workers with AI capabilities, Dynamics 365 Copilot frees up time and energy to focus on the best parts of our jobs, ultimately driving innovation and improving business outcomes. So, get ready to buckle up and take off with the world's first copilot in both CRM and ERP – Dynamics 365 Copilot.

Author: Nardeep Singh

Microsoft AI

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