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Find the right service according to your specific business needs.
Updated: December 2nd, 2024 by Ivan Farafonov
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.
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.
Implement Dynamics 365 Copilot with a Microsoft consultant!
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.
Let’s see how you may utilize D365 Copilot to improve your team:
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.
In a nutshell, Customer Service Copilot features include the following:
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.
What can you do with Microsoft Copilot for your finance management? Let’s see at Copilot software features you get:
Consider Dynamics 365 Finance and Operations consulting if you need help with your module or implementing new features.
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.
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:
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.
There are many ways to use Copilot in the Dynamics 365 Field Service. Let’s discover key options:
Tip: You may improve your Dynamics 365 Field Service development services with a reliable team of specialists in this software.
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.
So, what can Copilot do in Dynamics 365 Supply Chain Management? Here we list the most outstanding examples of its work:
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.
Copilot features in Customer Insights allow companies to launch well-customized and effective promotions. Let’s see at Customer Insights Copilot review:
You may hire Customer Insights consultants to combine the Customer Insights module with Copilot smoothly and efficiently.
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.
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:
Microsoft Dynamics 365 HR service provider can help to implement all these functions and integrate them into your operations.
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.
We find an expert who will work full-time on an agreed schedule. It allows you to establish easy communication and fast onboarding.
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.
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.
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.
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.
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!
Av. rating: 4.9 / 5. Vote count: 24
Outline
Alexandre C.
10 HOURS / WEEK
Alejandro G. T.
30 HOURS / WEEK
Tatyana S.
40 HOURS / WEEK
We create a full-fledged dedicated MS Dynamics team that will focus all its efforts on running your project according to your instructions and under your management.
You start paying only after the team is ready (recruiting is fully free and on us). You pay a monthly fee for the dedicated resource and it depends directly on the qualifications and experience of requested developers.
Ideal Fit for:
We provide you with part-time consultants having required expertise and specific to your project experience.
You pay an hourly rate for the actual work done with the required upfront first payment (based on the estimated monthly load).
Ideal Fit for:
Additional Services
We create a full-fledged dedicated MS Dynamics team that will focus all its efforts on running your project according to your instructions and under your management.
You start paying only after the team is ready (recruiting is fully free and on us). You pay a monthly fee for the dedicated resource and it depends directly on the qualifications and experience of requested developers.
Ideal Fit for:
We find reliable and highly qualified specialists for full-time positions that will fully meet your requirements and help you grow your company.
The fee is 20% of the annual gross salary, divided into 2 payments (50% paid before the start date and 50% after the successful 3-month probation). In some cases, you may pay a reference fee for services.
Ideal Fit for: