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Dynamics 365 Copilot Implementation Use Cases

Updated: October 2nd, 2024

Microsoft launched Dynamics 365 Copilot in 2023. Since its release date, the program has grown in popularity and has become an invaluable user assistant. The secret of its high demand is its unique features and extreme user-friendliness. It uses next-generation AI to improve performance across industries. It allows employees to focus on more important areas of their work.

Copilot has had a significant impact. More than 63,000 companies, including 3M and Campari, have begun to use it since its launch. And they are impressed! Firms note a significant increase in outcomes and caliber of work. In addition, Microsoft’s sales staff saw notable advancements: they generated about 37,500 sample emails with AI technologies.

Now let us look at Microsoft Copilot use cases to understand what is Microsoft Copilot used for and how it improves various sectors and corporate operations. 

What Is Microsoft Dynamics 365 Copilot, and What Does Copilot Do?

Microsoft Dynamics 365 Copilot

To start with, Microsoft Copilot for Dynamics 365 is a powerful tool. It uses Artificial Intelligence to cope with many tasks. Moreover, it connects with Microsoft 365 products such as Outlook and Teams. Thus, it is simple to use on familiar platforms.

It works as it follows. The assistant analyzes data and provides suggestions based on AI and machine learning algorithms. It generates email drafts, gathers customer interactions, and recommends the best actions for closing a sales contract. Furthermore, it assists care agents. It provides rapid remedies for common problems and answers to frequently requested inquiries.

Microsoft Dynamics Copilot increases productivity. It frees up staff time by automating routine tasks. Marketing teams, for example, can create more successful campaigns, sales managers can complete transactions faster, and customer service professionals can resolve issues more quickly.

In all, it is a versatile platform that applies AI power to everyday jobs. Businesses use this technology to operate more efficiently for all involved.

Dynamics 365 Sales Copilot

The work of the sales department is a bunch of subtleties that managers have to keep in mind. It applies to the client’s wishes, preferences, and demographic features. Of course, it is a real challenge to remember all the details, especially when you have many leads. Here we talk about one of the best use cases for Copilot: it helps teams perform better and faster. It acts like an assistant who guides them through their tasks and makes sure they focus on what’s important. 

How does it work? Everything is straightforward. Sales managers get crucial data insights about their clients, detailed behavior reports, and AI-generated summaries. These materials help them to create personalized offers and get positive feedback. According to 

Sales Copilot overview from Microsoft, after using it for a few months, many firms report a noticeable increase in revenue. 

Dynamics 365 Sales Copilot Use Cases

Let’s see how you may utilize D365 Copilot to improve your team:

  • Email assistance. The sales manager’s job is to make sure clients get a pleasant experience with the company. It consists of many emails, including follow-ups, reminders, or upselling letters. Copilot AI allows you to generate fully personalized newsletters in just a few clicks.
  • Real-time tips during meetings. The sales process involves interaction with the client by calling in Times or other platforms. In such cases, some sales managers may feel uncomfortable, because real-time communication requires a quick response and thorough answers to questions. The artificial intelligence assistant offers possible answers and suggests scenarios for solving a problem based on client data. It also keeps all the details about the user and their needs at hand. 
  • AI-generated summaries. In addition to real-time prompts, the app creates meeting summary emails in Teams. It will include information about the product, including its pricing (pulled from the CRM), and the main points from the recorded conversation. By the way, automated meeting recording is another Copilot usage that many users like!
  • Meeting Preparation. Microsoft Dynamics 365 Copilot is a good assistant in preparing for meetings. It collects all the available information into a comprehensive report that includes details of previous meetings, client issues, and their specifics from the CRM. Thus, the manager saves time compared to searching for and organizing information manually.

 

Dynamics 365 Customer Service Copilot

It’s not enough to get a one-time sale: most companies strive to gain loyal customers to build long-term and reliable cooperation. It requires exceptional support and attention to clients’ needs and wishes. MS Copilot use cases extend to customer service and care, so the new AI assistant will help you with this issue! 

This tool handles Dynamics 365 Customer Service consulting faster and more efficiently. This way, you may answer questions more thoroughly, solve problems efficiently, and stay in the loop with all updates in the lead. Moreover, you may even create virtual agents for live chat! They use the power of Azure OpenAI Service and Bing to provide answers from the knowledge base of your choice. 

Dynamics 365 Customer Service Copilot Use Cases

In a nutshell, Customer Service Copilot features include the following:

  • Respond to questions. Clients often have doubts about the product, terms of service, and pricing. They also share their experiences and requests for services. The AI tool allows you to summarize all the needs and topics already discussed to offer suggestions for the next dialogues.  It also pulls data from the Teams Meetings and the CRM to provide the most comprehensive answers with personalization to the specific user. 
  • Email Creation. The Copilot case studies show that the assistant composes custom emails. It works like this. The tool collects information about a specific customer from a database. It includes all the details, from basic wishes to materials from previous conversations. Based on the collected data, it generates an email of the desired type, such as a follow-up or an offer message, which will be fully customized to the user’s needs. 
  • Chat & email response drafts. Based on various conversions, the assistant allows you to track frequently asked questions and topics discussed in the chat. As a result, you prepare drafts for future dialogs. It greatly reduces the time spent on chat and increases productivity.

Dynamics 365 Finance and Operations Copilot

Let’s start with the overview of Finance and Operations Copilot! It’s no secret that financial reporting and cash flow issues are time-consuming and require attention to detail. In addition, companies often face manual errors in reports, both minor and critical. Dynamics 365 Copilot use cases show that it is excellent at handling accounting tasks and optimizing core processes. It includes accounting, reporting, compensation, and cost and revenue calculation. By automating repetitive tasks, your finance department focuses on data analysis instead of material compilation. 

Dynamics 365 Finance and Operations Copilot Use Cases

What can you do with Microsoft Copilot for your finance management? Let’s see at Copilot software features you get:

  • Account summaries. The newly created tool uses the extensive Microsoft Azure OpenAI language model to create comprehensive summaries of accounts. It takes into account invoices, payment history, and overall account health. So, your staff avoids manual tasks and quickly defines which leads need immediate attention. 
  • Collections Coordinator workspace. Copilot products, such as the Collections Coordinator workspace, centralize all information in one place. It displays AI-generated summaries directly in the interface. This way, you monitor key metrics, track communication, and manage follow-up without third-party programs.
  • Financial reports. Accountants deal with balance sheets, income statements, and cash flow analysis. Microsoft Copilot uses AI to speed up the creation of these papers. It deals with real-time data from Dynamics 365 and generates detailed and accurate records. As a result, accountants may focus on dealing with data rather than compiling it. 

Consider Dynamics 365 Finance and Operations consulting if you need help with your module or implementing new features.

Copilot for Dynamics 365 Business Central

MS Copilot for Business Center is a real find for small and medium-sized companies. It covers various aspects of the operations. The main use case for Microsoft Copilot is to provide AI with tools to automate processes, save time, and improve accuracy. It applies to both client communication and product management. 

Dynamics 365 BC Copilot Use Cases

Speaking about BC Copilot use cases, it is worth noting that this tool allows you to get even more benefits from using the Business Center. Here’s how it looks like in practice: 

  • Product management. If you run an online store, you deal with many products in different categories. An AI assistant handles this scope of work much faster. You upload images of products, and AI automatically labels them with the right categories, tags, and attributes. In addition, it creates relevant descriptions for the items, considering their size, color, material, functionality, and other features. And that’s not all what can Microsoft Copilot do! You adjust the style of the descriptions to customize them to your brand. 
  • Simplify accounting. As you know, Business Center is a comprehensive module of Dynamics that deals with various company issues, including finance. The same applies to Copilot: it helps you to cope with bank statements much faster. Based on the available statements, artificial intelligence compares transactions and suggests the appropriate account to record future transactions.
  • Custom Features: Tools in Business Central enable developers to create AI-driven solutions tailored for any role or industry. These custom experiences may be deployed to clients or offered as add-on apps on Microsoft AppSource. The toolkit includes key protective measures for client data and Microsoft Copilot API. If you want to implement new features, you may cooperate with Dynamics Business Central consulting to get reliable assistance with your ideas.

Dynamics 365 Field Service Copilot

Many firms work on-site, away from the office. Repair teams, cleaning services, couriers, and many other specialists are involved in field services. Microsoft Copilot examples for Field Service allow you to control field teams remotely. It determines the scope to be performed, as well as request arrival time, hours spent, order history, and other necessary information. It allows you to receive detailed reporting and real-time information about the work of teams, even when you are in another location.

Dynamics 365 Field Service Copilot Use Cases

There are many ways to use Copilot in the Dynamics 365 Field Service. Let’s discover key options:

  • Scheduling suggestions. The Copilot application helps field service teams plan their day. The program examines existing orders, estimates the required time to complete, and suggests optimal time slots based on technician availability, location, and skills. In addition, the AI assistant finds the right specialist for the task with the most relevant experience and availability at the right time. 
  • Problem Diagnostics. When a technician is on-site, the app can provide quick solutions by analyzing data from similar past cases. This way, specialists diagnose issues faster and suggest the best fix. As a result, they solve problems on the first visit, which improves service quality.
  • Service Reports. After completing a job, writing reports may be tedious. AI automatically generates service reports, including what was done, the time taken, and any parts used.

Tip: You may improve your Dynamics 365 Field Service development services with a reliable team of specialists in this software. 

Dynamics 365 Supply Chain Management Copilot

Dealing with transportation can throw up unexpected challenges. As a result, supplies may be delayed and cause misunderstandings with partners. M365 Copilot use cases show that it may assist with these issues! Using AI-powered tools, it makes forecasts for supply chains. It considers all aspects that may disrupt planned access, including weather, economic conditions, and geographical features of the region. 

Understanding possible deviations from the norm allows firms to warn partners and prevent conflicts. In addition, you may highlight hard-to-find products in terms of supply to control their balances and order the assortment for the future. This way, you avoid a complete shortage of goods in the warehouse.

Dynamics 365 Supply Chain Copilot Use Cases

So, what can Copilot do in Dynamics 365 Supply Chain Management? Here we list the most outstanding examples of its work: 

  • Check on-hand inventory: You can ask about stock levels and availability using simple language, just like talking to a coworker. The AI helper understands you even without any specific details or codes. 
  • Quick product inquiries: Use a guided chat experience to find the best products for orders directly within Microsoft 365. This way, sales managers stay focused on talking to buyers, while getting inventory information in real-time.
  • Connect Third-Party Apps for Inventory Checks: Natural language APIs for Inventory Visibility connect to other e-commerce websites or apps. So, you may add chat features that let customers search for products, check stock, and see alternatives. It makes the shopping experience smoother and allows customers to find what they need quickly. Use Dynamics 365 Supply Chain consulting services to implement this and other top-notch features and ensure smooth functioning. 

Dynamics 365 Customer Insights Copilot

The Customer Insights module offers advanced functionality for attracting clients and building effective marketing campaigns. In collaboration with AI, it gives even more effect! Let’s look at what does Copilot do and how it helps you optimize your marketing efforts. 

First of all, it identifies your target audience. Next, it offers fresh ideas for your promotion campaigns relevant to the identified segment. Finally, it assists in bringing your ideas to life: creating personalized newsletters and tracking the success of your campaigns.

Dynamics 365 Customer Insights Copilot Use Cases

Copilot features in Customer Insights allow companies to launch well-customized and effective promotions. Let’s see at Customer Insights Copilot review: 

  • Personalized profiles. AI combines client data from different sources to create detailed profiles. This way, you see what your customers like, their shopping history, and their preferred communication method. It helps sales departments understand their audience and provide more relevant offers.
  • Audience segmentation. With powerful features, creating segments is easy. It automatically groups users based on similar behaviors, such as frequent buyers or those who often look for discounts. It defines the target audience and runs effective marketing. 

You may hire Customer Insights consultants to combine the Customer Insights module with Copilot smoothly and efficiently. 

Dynamics 365 Human Resources Copilot

D365 Copilot use cases show that the tool is effective in HR processes. This applies to recruiting, interviewing, and onboarding new employees. Let’s look at how to use the software to improve interactions within your team. 

Broadly speaking, it automates a large part of the job of HR specialists. It creates job descriptions, analyzes candidates’ resumes, suggests the most relevant specialists, and even helps to prepare and conduct job interviews. It greatly facilitates the tasks and makes hiring easier and more efficient. 

Dynamics 365 Human Resources Copilot Use Cases

Copilot contains a wide range of tools: new and planned for D365 HR. We’ve listed the most important ones that will handle recruiting more efficiently:

  • Access to employee data. The tool organizes employee data, such as contact information, vacation balances, or work history. This saves time and makes it easier to find important information without having to dig through third-party systems. 
  • Real-time interview guidance. With AI functionality, hiring managers get real-time tips and suggestions during interviews. Many users consider it as one of the best use cases for Microsoft Copilot! It works like this: it listens to the conversation and suggests possible follow-up questions, ensuring that all important topics are covered. It helps interviewers stay on track and maintain a meaningful discussion.
  • Recruitment assistance. Finding the perfect candidate will be easier! A new tool helps by reviewing resumes and matching them to job requirements. This way, you get a list of the best candidates and focus on the right applicants.

Microsoft Dynamics 365 HR service provider can help to implement all these functions and integrate them into your operations.

How can HireDynamicsDevelopers Help You?

Copilot for business is a lifesaver that simplifies, speeds up, and improves many processes, from buyer interaction to recruiting new employees. However, before you get started working with the tool, you should implement and configure it properly. This is where HireDynamics Developers can help. We find reliable specialists to overcome any issues with MS Dynamics 365. They have experience in relevant cases and will do the job efficiently, quickly, and cost-effectively. 

We offer different cooperation models, so you may choose the one that suits your team. 

Full-Time Hiring

We find an expert who will work full-time on an agreed schedule. It allows you to establish easy communication and fast onboarding.

Part-Time Engagement

If your project doesn’t require full-time attention, consider part-time engagement. In this case, the consultant will be in touch with you at the agreed time. Payment will also depend on the actual hours worked.

Outstaffing

We offer developers or entire teams to work on your tasks for the duration of the contract. You manage the team; we take care of all HR issues.

Recruiting

Our team takes care of all recruitment issues, including the search and onboarding of specialists. This way, you get the job done without any hassle.

Technical Interviews

Last but not least, we will conduct technical interviews for candidates. We will test their technical skills to ensure that you get a person with proven expertise.

Wrapping Up

As a result, Copilot for Dynamics 365 offers a wide range of tools for running a business and improving productivity. With all the features at our fingertips, we have a variety of Microsoft 365 Copilot use cases: from automated email generation to recruiting candidates for an open position. All of this significantly speeds up our workflow and allows us to focus on what matters most. 

If you plan to implement Copilot and are looking for a reliable team, don’t hesitate to contact us. Use the tool to the fullest and enjoy the result!

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By Ruslan Kucherenko
Ruslan is a creative Content Writer and experienced Project Manager, who turns into a geek, when it comes to the questions relevant to CRMs and ERPs. He keeps an eye on the latest researches relevant to the topics of systems integration and optimizing business processes in large companies and corporations.
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