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Copilot Center: Dynamics 365

Your AI assistant in CRM

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Introduction

With Dynamics 365 and Copilot, you get intelligent solutions in CRM (Customer Relationship Management) that help your business adapt and innovate. Dynamics 365 integrates seamlessly with your existing systems and connects your entire business so you can work more efficiently and provide an even better experience for your customers.

What does Copilot in Dynamics 365 do?

Copilot in Dynamics 365 is your AI assistant in CRM. With the assistant, your employees can easily automate tasks, gain insights, and get help generating ideas. The AI assistant helps with everything from sales to customer service – all designed to save time and improve results.

Features and benefits of Copilot in Dynamics 365

With Copilot in Dynamics 365 Sales, you can easily keep track of your sales process. You can review open tasks, update pipeline status, and qualify leads by asking Copilot simple questions using natural language or pre-made prompts. The assistant also helps you prioritize your tasks and gives you AI-based scores for your sales opportunities.

Spend less time searching for account-specific information through emails, chat histories, and documents.
Summarize all customer and internal meeting notes and action items in minutes.
Get accurate and automatically generated minutes of content-heavy meetings with many participants.
Get drafts for preparing quotes and opportunities.
Automatic follow-up on to-dos.

Dynamics 365 Sales

Gain a deeper understanding of your customers by gathering data from various sources, such as transactions, demographic information, and behavioral patterns. Copilot can help you build updated customer segments or discover new audiences based on AI recommendations that are continuously updated with real-time data.

Simplify content creation with text and image recommendations tailored to your business and audience.
Use everyday language to build targeted segments and orchestrate customer journeys quickly.
Use simple prompts to explore, understand, and predict customer needs. Instantly generate a customer summary.

Dynamics 365 Customer Insights (Marketing)

Give your customer service agents the tools to solve problems quickly using generative AI and automation. Copilot can help chatbots find the correct answers and guide them through complex inquiries, so customer questions are answered faster and more accurately.

Ask Copilot questions to access answers and resources from different knowledge sources.
Generate a case summary that highlights customer and case history information.
Get AI-recommended articles from the knowledge base and experts that can help solve a case.
Generate conversation summaries that summarize issues discussed and important details.
Ask Copilot to draft emails using predefined or custom prompts.

Dynamics 365 Customer Service

Improve your service delivery with AI-assisted solutions. Copilot helps your employees deliver excellent service and optimize the overall customer experience using real-time data and automation.

Dynamics 365 Field Service

Who can use Copilot in Dynamics 365?

Dynamics 365 with Copilot is ideal for businesses looking to improve their operational efficiency and customer experience. It can be used in various industries and by companies of any size. Whether you work in sales, marketing or customer service, Dynamics 365 gives you the tools to achieve your goals.

Copilot Center

Get a virtual assistant that helps you increase your productivity in all Microsoft programs.

Microsoft 365

Design intelligent, dynamic, and connected agents based on your company's data.

Copilot Agenter

Discover Copilot today

Our specialists are ready to help you achieve increased efficiency and productivity with Microsoft Copilot. Contact us today for a no-obligation conversation about how we can help your business transform the way you work.

You are welcome to contact Co-CEO Peter Østergaard directly at poe@delegate.dk or +45 20 58 88 38. You can also fill out the form, and we will get in touch with you.

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