Dynamics 365 Copilot: apps and how to try it

June 16, 2023

Discover the main applications of Microsoft Dynamics 265 Copilot and how to try them to improve the productivity and results of your work team, thanks to task automation.

Dynamics 365 Copilot: apps and How to Try it

Microsoft Dynamics 365 Copilot is an intelligent virtual assistance tool designed to help users work more efficiently and productively in the Dynamics 365 ecosystem. Copilot uses artificial intelligence and machine learning to provide real-time contextual guidance and suggestions, making it easy to navigate Dynamics 365 applications and perform daily tasks.

Copilot is designed to be a virtual co-worker who understands and responds to user needs and questions. It acts as a personal assistant within Dynamics 365 applications, providing relevant recommendations and reminders and helpful information and tips to improve efficiency and quality of work.

Dynamics 365 Copilot apps

Dynamics 365 Copilot provides users with contextual assistance and additional functionality in different areas. Here are some of the Copilot applications:

Dynamics 365 Sales and Viva Sales

In Dynamics 365 and Viva Sales, Copilot is a valuable ally to sales teams by providing relevant guidance and suggestions throughout the sales process. Help sales reps make more informed decisions by providing customer insights, suggesting the following steps, and providing follow-up reminders. In addition, Copilot can also assist in lead and opportunity management, providing an overview of activities and recommendations for moving forward in the sales cycle.

Dynamics 365 Customer Service

In Dynamics 365 Customer Service, Copilot is tasked with improving the customer service experience by providing real-time advice and guidance. You can suggest answers to frequently asked questions, recommend solutions based on past problems, and offer advice on handling specific customer service situations. With Copilot's assistance, customer service agents can provide faster and more accurate responses, improving customer satisfaction.

Dynamics 365 Customer Insights

Dynamics 365 Copilot also integrates with Dynamics 365 Customer Insights, offering more profound insight into customer data. With Copilot, marketers and analytics professionals can receive recommendations on customer segmentation, personalized campaigns, and engagement strategies. The tool can identify patterns and trends in customer data, enabling more informed and effective decision-making to improve customer experiences.

Dynamics 365 Business Central

Copilot is also in Dynamics 365 Business Central, Microsoft's business management system. In this application, Copilot helps users navigate the different modules and perform everyday tasks, such as generating financial reports, managing inventories, and managing sales and purchasing processes. With its ability to understand each user's specific needs and workflows, Copilot makes it easy to complete complex tasks and streamlines business processes.

How to try Microsoft Dynamics 365 Copilot?

To try Microsoft Dynamics 365 Copilot, you need a subscription to one of the supported Dynamics 365 apps that include it. Once one of these apps is accessed, users can enable Copilot from settings and begin experiencing its virtual assistance capabilities.

Copilot is available as a virtual assistant in the user interface of supported applications. Users can interact with Copilot through voice commands or by using the chat feature. You can ask questions or request assistance on a specific task, and Copilot will provide helpful suggestions and answers.

The best way to understand and get the most out of Microsoft Dynamics 365 Copilot is to explore its capabilities in different scenarios and daily tasks. Over time, Copilot will learn from user behaviour and improve its ability to provide personalized recommendations and assistance.

Dynamics 365 Copilot is a revolutionary tool that leverages artificial intelligence and machine learning to provide contextual assistance and helpful suggestions in Dynamics 365 applications. Whether in sales, customer service, data analysis, or business management, Copilot becomes a valuable companion for improving productivity and efficiency in the Dynamics 365 environment. Try Microsoft Dynamics 365 Copilot today and discover how it can help you maximize your potential in the digital business world.

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