Unveiling Microsoft Dynamics 365 Copilot: The First AI-Powered Assistant for Both CRM and ERP, Revolutionizing Every Line of Business
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Today, we are excited to share updates on the next generation of AI capabilities within our business applications, including the introduction of Microsoft Dynamics 365 Copilot – an AI assistant designed to provide interactive support across various business operations.
Our recent survey on workplace trends revealed that nearly 90% of employees are eager to use AI to reduce repetitive tasks. With Dynamics 365 Copilot, companies can equip their teams with AI-driven tools tailored for sales, service, marketing, operations, and supply chain functions. These innovative AI features enable employees to focus more on impactful work, minimizing time spent on routine tasks.
Traditionally, CRM and ERP systems have been crucial for managing business and customer data, but they often involve time-consuming manual tasks like data entry and content creation. Dynamics 365 Copilot leverages the latest advancements in AI to automate these tedious processes, allowing businesses to enhance creativity and boost productivity. By putting AI to work within CRM and ERP, companies can accelerate innovation and drive better business outcomes across all functions.
Here’s how Dynamics 365 Copilot is transforming key areas:
Sales and Viva Sales: Copilot assists sales teams by reducing time spent on administrative tasks. It helps draft customer emails and generates meeting summaries in Outlook based on CRM data and insights from recorded Teams calls, freeing up valuable time for customer interactions.
Customer Service: Copilot enables agents to provide top-tier support, drafting responses in chat and email, and interacting with knowledge bases to offer quick, accurate answers. Additionally, customer service teams can build virtual agents faster with Power Virtual Agents, which uses AI to draw answers from selected company sources.
Marketing and Customer Insights: Copilot simplifies workflows for marketers by offering data-driven suggestions for audience segmentation and content creation. Marketers can use natural language to explore customer data and generate new campaign ideas, tailored to their brand and audience.
Business Central: For online commerce, Copilot makes it easier to create product descriptions by pulling relevant attributes like color or material. Users can further customize the tone, format, and length before publishing directly to their Shopify stores.
Supply Chain Management: Copilot proactively identifies potential disruptions in the supply chain due to external factors like weather or geography. It then drafts communication to partners, allowing supply chain planners to take preventive action.
As AI becomes a standard expectation in business tools, Dynamics 365 Copilot leads the way, enhancing the customer and employee experience while improving operational efficiency. At the heart of these advancements is Microsoft’s commitment to responsible AI development, ensuring safe and ethical use of these technologies.
These innovations build upon the recent momentum in AI integration across Microsoft’s platforms, including Microsoft Teams, Viva Sales, and Power Apps, which continue to empower users in their day-to-day workflows.
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