Copilot in Dynamics 365
Help employees focus on what matters most
Empower employees to automate tasks, generate ideas, and get insights with the world’s first AI copilot in CRM and ERP.
AI and automation make 89% of employees feel more fulfilled because they can spend more time on work that truly matters.1
AI and automation make 89% of employees feel more fulfilled because they can spend more time on work that truly matters.1
Products
Do more with Copilot in Dynamics 365
- Help your sellers focus on ROI and strengthen customer relationships with AI assistance in Dynamics 365 Sales—the first CRM to offer next-generation AI for sellers. Use AI to write email replies, draft meeting summaries, update customer records, and pull relevant information from SharePoint, Outlook, and Microsoft Teams.
- Get insights that help you deliver more personalized customer experiences in real time with AI. Give your team the ability to uncover insights, create customer segments for target audiences, generate new ideas for emails and campaigns, and build new customer journeys using natural language prompts.
- Resolve issues faster, handle cases more efficiently, and automate time-consuming tasks with AI. Chat with AI-powered Copilot to diagnose issues, ask follow-up questions, and discover solutions. You can also use AI to draft personalized chat or email customer responses with the right tone and generate content in context with live conversation and trusted support resources.
- Bring intelligence, automation, and efficiency to every channel. Use AI to deliver effortless self-service experiences in customers’ preferred channels, improve agent and supervisor productivity, and optimize operations. With a 360-degree view of the customer and embedded Copilot capabilities, help speed resolution, increase efficiency, and reduce costs.
- Empower frontline teams to resolve issues faster and improve customer experiences with AI. Use Copilot to pre-populate data from customer emails into draft work orders for managers to review and streamline technician scheduling based on travel time, availability, skillset, and other factors. Keep frontline workers engaged with intelligent recaps that keep them from hunting for key information and help them draft responses to customer messages by summarizing key details and next steps.
- Navigate supply chain disruptions with proactive insights that help you keep up with demand, reduce risk, and streamline operations. Use AI to surface insights, handle changes to purchase orders, optimize sourcing decisions, and predict impact across suppliers, materials, and inventory. When disruptions occur, generate contextual emails to suppliers, who can then adjust estimated times of arrival, routes, and distribution procedures.
- Spend less time gathering data and sending collection letters. Also, automate routine processes and adapt workflows based on changing business needs. With help from AI, your team can quickly evaluate customer conversations with a workspace that provides AI-generated summaries, then prioritize and individualize customer communications. Use AI to create written project status reports, task plans, and risk assessments within seconds.
- Save time and drive sales with AI-suggested product descriptions. Use Copilot to create engaging marketing text; differentiate similar products by key attributes like color, material, and size; and publish to Shopify or other e-commerce stores with just a few clicks.
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