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Dynamics 365 Copilot

AI-powered applications that boost business results

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Learn more about what’s possible using Copilot in Dynamics 365.

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Leverage the power of AI in Dynamics 365

In today’s fast-paced business environment, staying ahead means embracing the power of AI. With Microsoft Copilot for Dynamics 365, you’re not just adopting an AI tool; you’re integrating a smart assistant across your organization.  

  • Increase Productivity: Automate or streamline time-consuming tasks, freeing your team to focus on more strategic and meaningful work.
  • Make Data-Driven Decisions: Transform complex data from multiple sources into clear, actionable insights for your organization.
  • Improve Customer Experiences: Personalize customer journeys, quickly resolve issues, and use real-time data to inform interactions.
  • Adapt to the Future of Work: AI is not a replacement for employees; it’s a workforce accelerator. Use AI to stay agile in an evolving business landscape.

See how Copilot enhances your favorite Dynamics 365 applications.

Copilot in Dynamics 365 Sales

Transform your sales process with Microsoft Sales Copilot—your sellers’ new smart assistant that can help them:

  • Write emails
  • Prepare for meetings
  • Stay up to date on new activities
  • Update customer records within their application of choice
  • Recommend the next steps to progress their sales pipeline

Sales Copilot saves your sellers valuable time by automating routine work, allowing them to dedicate more effort to deepening customer relationships and closing deals. Unlock the potential of every sales interaction with the intelligence and efficiency of Copilot.

Copilot in Dynamics 365 Customer Insights

By combining Microsoft’s customer data platform (CDP) with real-time journey orchestration, Dynamics 365 Customer Insights gives your teams a connected, 360-degree view of customers. 

Copilot in Dynamics 365 Customer Insights enables users across marketing, sales, and customer service to explore, analyze, and understand data, and then use it to take action. Next-generation AI empowers your people to deliver more targeted, personalized customer experiences (CX).

  • Boost creativity with content ideas
  • AI-predicted customer lifetime value
  • Build journeys using natural language (bye SQL queries)

Unlock new levels of intelligent customer engagement with AI.

Copilot in Dynamics 365 Customer Service

Transform your customer’s support experience with Copilot in Dynamics 365 Customer Service.

Customer service agents can access organization-wide information in a fraction of the time by leveraging Copilot. Copilot in D365 Customer Service can help agents resolve cases faster by recommending relevant solutions based on the customer’s specific issue, internal knowledge articles, and previously resolved case notes.

  • Quickly access internal knowledge
  • Generate contextual responses
  • Increase number of cases closed
  • Decrease time spent resolving an issue

With AI assistance, customer service agents can diagnose issues, draft personalized responses, and generate solutions in real-time. 

Copilot in Dynamics 365 Field Service

Streamline work order management with the help of Copilot. 

Copilot in Dynamics 365 Field Service empowers your frontline teams to resolve issues quickly and optimize service operations. From pre-populating work orders to recommending the best technician for the job, Copilot is your partner in delivering exceptional service.

  • Create work order from email
  • Generate an email reply
  • AI-powered scheduling suggestions
  • Find information fast when onsite

Copilot capabilities within the Microsoft 365 integrations and the Field Service core application offers real-time assistance wherever needed and increases frontline productivity and first time fix rates.

Dynamics 365 Consulting Services

C5 Insight offers a full range of Microsoft Dynamics 365 consulting services to support your productivity and accelerate your business results.

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