Micrososft 365 Copilot

Enhance Customer Engagement​ & Decision Making with Copilot CRM

Copilot is an AI assistant powered by Large Language Models (LLMs) that offer productive solutions across Microsoft Dynamics 365 which improves the efficiency of business operations. Copilot is integrated well with Microsoft Dynamics 365 business applications to enhance productivity, automate tasks and provide data insights.

 

Why Choose Copilot AI?

1

Productivity Unleashed

Automate routine tasks and focus on strategic initiatives.

 

2

Data-Driven Decisions

Gain insights with AI-powered analytics to make informed choices.

 

3

Seamless Integration

Works seamlessly with Dynamics 365 applications, enhancing existing workflows.

4

Enhanced CRM

Boost interactions with AI-driven insights and personalized assistance.

Copilot AI Capabilities Across Dynamics 365 Applications

Sales

  • Email Assistance  
  • AI Insights & Trends 
  • Close more deals 
  • Unlock your productivity in every customer interaction  

Customer Service

  • AI powered Case summary with key points  
  • AI Assisted Case Resolution 
  • Knowledge base  
  • Delivery exceptional customer care with Copilot AI. 

Field Service

  • AI powered Scheduling 
  • Convert Email to Work order  
  • Summarize WO for quick recap 

Business Central

  • Automate your business process  
  • AI powered analysis for data driven decisions 
  • Faster sales order creation from email 
  • Simplified Bank Reconciliation with AI

Project Operations

  • What if analysis on proposal  
  • Rapid project plan creation with Copilot AI 
  • AI created Project Status Reports 
  • AI created financial performance reports 

Supply Chain

  • AI powered Inventory and Demand Forecasting  
  • On-hand inventory insights 
  • AI powered purchase decision & PO Management 
  • Vendor performance

FAQ:

Get answers to common questions about how Microsoft Copilot AI can enhance your business processes and productivity.

Copilot AI can generate email responses, analyze sales data for insights, and suggest actions to close deals, boosting productivity and customer engagement.

Yes, Copilot AI optimizes scheduling, converts emails to work orders, and provides quick summaries of work orders, streamlining field service management.

Copilot AI automates sales order creation, aids in bank reconciliation, and provides data-driven insights to support financial decisions.

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