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AI-Powered Co-Pilot Takes Dynamics 365 Business Central up by Several Notches

26 September 2023
Sam Peterson
Sam Peterson
AI-Powered Co-Pilot Takes Dynamics 365 Business Central up by Several Notches

According to a recent Microsoft poll, nearly nine out of ten workers are interested in employing AI to minimise repetitive chores at work. Organisations may use Dynamics 365 Copilot to empower their staff with AI capabilities, allowing people to spend their time on the most interesting elements of their business and less time on monotonous duties.

Microsoft Dynamics 365 Copilot allows workers to carry out their daily tasks with the support of cutting-edge AI. Our clients use Copilot in Business Central to empower their employees with straightforward AI solutions that allow them to get more done using less effort, without having to train data scientists.

What is the Co-pilot Technology?

Everyone in the IT world appears to be discussing AI lately, and Microsoft is pushing things to the next level with Dynamics 365 Copilot, a new AI-powered assistant within CRM apps.

Dynamics 365 Copilot, with its next-generation AI capabilities and natural language processing, can help you transform your words into strong productivity. By simply explaining what you need using straightforward language, you can develop emails and content faster, as well as applications, segments, and processes.

It is not confined to CRM apps. The Copilot AI capabilities will be integrated into Microsoft Business Applications such as Word, PowerPoint, and Teams. As a result, you may utilise AI to boost your productivity across numerous applications.

Features of Co-Pilot in Dynamics 365 Business Central

Co-pilot features in Outlook

The time we spend handling e-mails is without a doubt an impediment to our optimal productivity. Copilot in Outlook is our finest tool for communicating more effectively and quickly. Summarise long and confusing email discussions with several persons to grasp not just what was said but also each person's varied points of view and unsolved questions at a look. Respond to an email with a short prompt, or convert fast notes into clear, specified messages using additional emails or material from Microsoft 365.

  • Draught emails using information from other papers.
  • Message chains should be summarised.
  • 'Clean up' the inbox faster than normal by completing the preceding two points.
  • Make a note of the most significant things or messages.

During live Teams meetings, you may use Copilot

In live Teams meetings, your Copilot may scan CRM data for the most up-to-date information, such as account overviews, recent customer interactions, and areas of emphasis. These specifics enable you to hold effective talks directly within the Teams interface in your workflow.

Ask the AI assistant to summarise what has transpired so far and what questions remain unanswered, and get replies in real time, which is especially beneficial if you are late for a conversation.

If a customer asks for an inquiry, tell Copilot to look up your sales materials and respond right away. Because you do not need to switch programmes, you may concentrate on the meeting while Copilot assists you.

Co-Pilot in Power Automate

You might be familiar with the capability that allows you to create Power Automate flows using natural language queries. Copilot in Power Apps operates in a similar way, generating apps from natural language queries without the need for coding. This is a great time saving for anyone who is just getting started with Power Apps. Even specialists may utilise this to expedite their process rather than developing an app from start.

Assume you wish to create an app that records employee cost reports. Simply write, "create an application to allow employees to submit time and expense reports." In the background, Copilot will develop the app and provide a sample table structure of how the data would display.

Power Apps have copilot functionality

Copilot will allow application developers to collaborate with both computers and humans to construct apps more quickly and easily. Developers will create apps using natural language models by articulating their requirements in conversation.

Copilot will also allow users to engage with data more naturally through a chatbot experience, initiating questions and improving analyses. Power Virtual Agents chatbots have also been integrated into Power Apps. This makes it easy for developers to include AI chatbots into their apps.

Benefits of Using Co-Pilot

Dynamics 365 Copilot may deliver several benefits for customer service jobs by using the power of AI. One of the most significant advantages is increased customer satisfaction, since Copilot can respond to consumer inquiries in a personalised, timely, and accurate manner. It can also give a more effective and simplified method for addressing customer complaints, resulting in quicker response times and fewer escalation attempts.

Using Copilot for your business can provide several benefits, including:

  • When CoPilot is integrated into Dynamics 365 Business Central, it provides strong artificial intelligence to all business operations. CoPilot is useful for making it easy to generate product advertising for online purchasing. CoPilot swiftly generates intriguing product descriptions for online retailers by using essential product attributes such as colour, material, and size.
  • Furthermore, CoPilot allows you to customise these remarks even further by providing options for the tone of voice, structure, and duration. This ensures that the names reflect the brand's identity and capture the attention of customers.
  • CoPilot makes scaling up Dynamics 365 Business Central for SMBs more easier by saving time and money. This powerful tool assists small and medium-sized businesses (SMBs) in their various industries in streamlining procedures, improving efficiency, and staying ahead of the competition. SMBs may optimise their operations, automate duties, and be more efficient using CoPilot's sophisticated features.
  • If you own a small or medium-sized business and are struggling to keep things running smoothly, you may request a free lesson from a Business Central specialist. As a Microsoft Solutions Partner, we can show you how combining CoPilot with Microsoft Dynamics 365 Business Central will help you address these difficulties and achieve your long-term, cost-effective goals.
  • Running an online business takes time, especially when it comes to establishing engaging product lists. However, with Copilot in Dynamics 365 Business Central, you can quickly write appealing product descriptions. Simply enter parameters like colour, material, and size and watch Copilot perform its magic.
  • Those that use Shopify will find it simple to post your items with descriptions. With a few clicks, you can simply move your product listings from Business Central to your Shopify store. It's like having a trustworthy helper who handles all of the minor stuff.

Which Sectors Can Make Use of Co-Pilot?

Copilot in client Service

To handle client difficulties, service representatives frequently spend a significant amount of time reading previous instances and knowledge articles, as well as conferring with subject matter experts. Your Copilot can now undertake the legwork to discover the resources that will allow you to answer inquiries faster, handle issues more efficiently, and give high-quality customer support.

Agents will soon be able to use Copilot within the Dynamics client Service workspace to seek assistance with complicated client concerns, find resolution processes, and compose solutions. Based on the present dialogue, prior interactions, internal data sources, knowledge articles, and previously resolved cases, this tool recognises the context.

Copilot in Marketing

Email marketing may be difficult since marketers must capture their audience's attention in a matter of seconds. Creating a compelling message from the beginning might be exceptionally difficult.

You may specify the essential message points for an email using Copilot in Dynamics 365 Marketing, and AI can produce up to 20 email content options for you to build.

This might help marketers who occasionally encounter a brick wall and find it difficult to get started. With an AI-generated outline, you can quickly produce a preliminary draught and use it as a foundation for future editing. In terms of brand style, tone, and structure, your Copilot will develop material that is consistent with your prior marketing messaging.

Co-Pilot in Viva Sales

Viva Sales allows salespeople to instantly gather data in Dynamics 365 from Outlook and Microsoft Teams, minimising laborious data entering and moving between programmes and allowing them to focus on selling.

Sellers may use Copilot to make email answers in seconds, whether it's to respond to an enquiry, compose a proposal, or give a discount to a prospect. You can go through the email and make any necessary changes before sending it. The functionality is now accessible to all users.

Copilot in Viva Sales may also automatically get data from Dynamics 365 in order to respond to enquiries and incorporate this information into the email.

Conclusion

Copilot is free with current Dynamics 365 licences, including Dynamics 365 Sales Enterprise, Dynamics 365 Business Central, and Dynamics 365 Customer Service Enterprise, according to Microsoft.

Contact your authorised Microsoft Dynamics partner now for more information. 

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