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Dynamics 365 AI enabled by D365 Copilot


Microsoft Dynamics 365 Copilot, the world’s first copilot in both CRM and ERP is here – bringing next-generation AI to every line of business enabling you to enter a new era of business with intelligent, AI-powered Dynamics 365 applications that help you adapt and innovate.  In our previous blog we shared the full Microsoft Launch Announcement showcasing how Dynamics 365 Copilot AI for CRM and ERP will be a game-changer for business users

In this blog, we provide a recap of the Microsoft Copilot AI and dig and delve a little deeper into the benefits of Dynamics 365 AI enabled by D365 Copilot for Sales, Marketing & Customer Insights, Services and Operations.

According to a recent Microsoft Survey on business trends “…nearly 9 out of 10 workers hope to use AI to reduce repetitive tasks in their jobs and to focus on the work that really matters…”

Customer relationship management (CRM) and enterprise resource planning (ERP) systems have long been mission-critical customer and business data sources; however, they frequently require burdensome tasks like manual data entry, content generation and notetaking. Dynamics 365 Copilot takes advantage of recent advancements in generative AI to automate these tedious tasks and unlock the full creativity of the workforce. Dynamics 365 Copilot puts CRM and ERP to work for business users and helps improve the business outcomes in every line of business.

  • Dynamics 365 Sales Copilot helps sellers dramatically reduce the time they spend on clerical tasks. AI helps write email responses to customers and can even create an email summary of a Teams meeting in Outlook. The meeting summary pulls in details from the seller’s CRM such as product and pricing information, as well as insights from the recorded Teams call. With sellers spending as much as 66% of their day checking and responding to emails, this presents a significant business upside to give the seller more time with their customers.
  • Dynamics 365 Customer Service copilot empowers agents to deliver exceptional customer care. Dynamics 365 Copilot drafts contextual answers to queries in both chat and email, in addition to providing an interactive chat experience over knowledge bases and case history so this AI-powered expertise is always available to answer questions.
  • Dynamics 365 Customer Insights and Dynamics 365 Marketing Copilot empowers marketers to simplify their workflow in data exploration, audience segmentation and content creation.
    • With Copilot in Dynamics 365 Customer Insights, marketers can curate highly personalized and targeted customer segments by having a dialogue with their customer data platform using natural language. Marketers can receive suggestions about additional segments that may not have been previously considered. This new capability can handle complex calculations and match customers that fit a select profile.
    • Using Copilot in Dynamics 365 Marketing, marketers can describe their customer segment in their own words to create a target segment with the query assist feature. Marketers can also use Dynamics 365 Copilot to effortlessly get inspiration for fresh email campaign content based on a simple request. Copilot makes suggestions based on key topics entered by the marketer, the organization’s existing marketing emails, as well as from a range of internet sources to increase the relevance of generated ideas.
    • Dynamics 365 Business Central Copilot streamlines the creation of product listings for online commerce. Product attributes such as colour, material and size can be used to create compelling product descriptions for online storefronts in seconds. The descriptions can be further tailored by choosing tone of voice, format and length. Business Central customers using Shopify can seamlessly publish the products with descriptions to their Shopify store in just a few clicks.

The next era of business applications is being transformed by generative AI. Users will increasingly expect their CRM and ERP applications to include AI-powered expertise. Dynamics 365 Copilot brings the latest AI breakthroughs to every line of business, improving customer experience, employee experience and operational efficiency. Essential to our approach as we bring these latest advancements to customers is our commitment to responsible AI by design – our framework for the safe deployment of AI technologies.

👉 Check out this short video for a quick introduction to Dynamics 365 Copilot

Dig & Delve into some of the benefits of D365 Copilot AI for Sales, Marketing / Customer Insights, Services and Operations.

Learn how to easily boost productivity with Dynamics 365 Copilot – your very own AI Assistant. Enrich the employee experience and help them focus on what matters most with Dynamics 365 Copilot.  Do more with Dynamics 365 Copilot –  See how Copilot can help every department save time and improve productivity.  Enter a new era of business with intelligent, AI-powered applications that help you adapt and innovate.

Dynamics 365 AI enabled by D365 Copilot


Dynamics 365 Sales Copilot AI

Help sellers prioritise ROI-generating tasks.

  • Reduce mundane work with AI assistance for email replies
  • meeting preparation
  • information tracking and more….

Dynamics 365 Customer Insights & Marketing Copilot AI

Easily learn about and engage with your customers.

  • Uncover insights
  • create customer segments
  • build customer journeys
  • generate email and more…

Dynamics 365 Customer Service Copilot AI

Level up your customer care.

  • Generate contextual responses to customer questions
  • quickly access case resolution expertise with AI assistance and more…

Dynamics 365 Field Service Copilot

Help frontline service workers spend less time on repetitive tasks

  • Spend more time focused on customers by using AI to prepopulate data in work orders and more…

Dynamics 365 Business Central Copilot AI

Accelerate product launches by generating and publishing engaging product descriptions in your own voice with help from AI.


👉Check out the D365 Sales, Customer Insights & Marketing, Services & Operations Copilot Demos Here  


Next Steps… Contact Simply Dynamics, our Dynamics 365 Team are here to help! 


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Microsoft Dynamics 365 ERP & CRM Support
Microsoft Dynamics 365 ERP & CRM Contact Us
Microsoft Dynamics 365 ERP & CRM Contact Us
Microsoft Dynamics 365 ERP & CRM Contact Us