What is Microsoft Dynamics Copilot? (2024-02-15 02:17 by peter_groft #753187)
Microsoft Dynamics Copilot is an intelligent AI assistant designed to enhance productivity and provide valuable insights for various roles within the Dynamics 365 ecosystem. Here are some key points about Copilot in different contexts:
Copilot for Dynamics 365 Sales:
Copilot assists sales teams by providing a chat interface for quick summaries of opportunities and lead records. Sellers can catch up on recent changes, prepare for meetings, and stay informed about account-related news.
It seamlessly integrates with Outlook and Teams, allowing better data management.
Its generative AI capabilities help with record summarization and email content generation.
Copilot for Dynamics 365 Customer Service:
Empowers customer service agents by drafting contextual answers to queries in both chat and email.
Offers an interactive chat experience over knowledge bases and case history, ensuring AI-powered expertise is readily available to answer questions.
Copilot in Dynamics 365 Business Central:
Benefits small and medium-sized organizations by empowering workers with intuitive AI tools.
Key advantages include:
Faster product launches: Copilot matches product pictures to categories and attributes, reducing data entry. It drafts compelling product descriptions based on color, material, and size.
Streamlined accounting: Copilot reconciles bank account statements, suggesting appropriate ledger accounts for remaining transactions.
Custom Capabilities: Developers can extend Copilot by building generative AI experiences for specific roles or industries.
Project Management Copilot in Dynamics 365 Project Operations:
Powered by Microsoft Azure Open AI’s large language model, this assistive capability improves efficiency for project managers and practice managers.
Automating Tasks and Enhancing Creativity:
Dynamics 365 Copilot leverages generative AI to automate tedious tasks and enhance creativity across sales, service, marketing, operations, and supply chain roles.
Use cases include writing email responses, creating customer insights, simplifying data exploration, and generating product descriptions.
