Last week Microsoft announced the next generation of AI product updates, including their new Microsoft Dynamics 365 Copilot, which offers interactive, AI-powered assistance across various business functions. According to the company’s recent research on business trends, nearly 90% of workers are looking to utilize AI to lessen the need for repetitive tasks. With Dynamics 365 Copilot, companies provide their workers with AI resources developed for service, sales and marketing, operations, and supply chains. These AI functions allow everyone to allocate less time to mundane tasks – and more time to meaningful, forward-thinking projects. (Source: Microsoft blog)

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Customer relationship management (CRM) and enterprise resource planning (ERP) software systems are considered essential to customer and business data sources; however, they often require tedious hours of data entry, notetaking, and content generation. Dynamics 365 Copilot utilizes recent innovations in generative AI to automate the tedium and unleash the creativity of their team. Dynamics 365 Copilot puts CRM and ERP to work for business users to speed up innovative processes and improved business outcomes.

  • Copilot in Dynamics 365 Sales and Viva Sales: Allows sellers to significantly decrease the time they spend on administrative tasks – AI composes email responses to clients and can even craft an email summary of a Teams meeting. The meeting summary incorporates details from the seller’s CRM (product and pricing information, e.g.) as well as feedback and insights from the recorded call. With sales teams spending a2/3 of their workday reading and responding to emails, the capability represents a significant advantage to provide the opportunity for more facetime.
  • Copilot in Dynamics 365 Customer Service: Gives agents the ability to deliver an exceptional customer service experience – AI creates contextual responses to questions posted in both chat and email, as well as provides a robust chat experience. The platform also facilitates the building of virtual agents with conversation boosters in Power Virtual Agents, utilizing Azure OpenAI Service and Bing to source answers from company websites and internal knowledge bases.
  • Copilot in Dynamics 365 Customer Insights and Dynamics 365 Marketing: Provides marketers the ability to simplify data exploration, audience segmentation, and content creation. With Customer Insights, marketers can curate targeted customer segments while Marketing can receive recommendations regarding potential additional segments. This new feature can handle complicated calculations, matching customers to selected profiles.
  • Copilot in Dynamics 365 Business Central – Streamlines the development of product listings for e-commerce. Product characteristics such as color, material and dimensions can be used to write compelling descriptions for online storefronts, further enhanced by cultivating tone of voice, format, and length.
  • Copilot in Microsoft Supply Chain Center – Will proactively identify externals such as weather or financials that may influence critical supply chain processes. Predictive insights then flag orders likely to be impacted and automatically compose an email to alert partners and mitigate possible disruptions before they happen.

    The announcement builds on recent AI progress across Microsoft 365, Dynamics 365, and the Power Platform. This includes the latest AI innovations related to capabilities in Microsoft Teams, the collaboration product that has more than 280 million monthly active users; Viva Sales, which assists sellers by providing a sales copilot to their Microsoft 365 workflow; and Power Apps, allowing citizen developers to write code utilizing natural language.

    If you are a Sarasota small business and need assistance understanding the capabilities of Microsoft 365, Microsoft Teams, Azure, and all of the new AI capabilities – call the team at Alliance IT today. We can consult with you to determine your current business needs and develop a strategic plan to improve workflows at your company. From outsourced services to cloud access, Alliance IT is the call to make.