Microsoft Dynamics 365 Copilot

Your AI-powered Business Assistant

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70%

Boost in Overall Productivity

64%

Reduction in Time Spent on Emails

75%

Faster Access to Information

The Next Frontier in Business Automation

Copilot in Dynamics 365 is an AI-powered assistant designed to simplify and accelerate tasks across various Dynamics 365 applications. By leveraging data, it enables deeper customer connections, turning your business into a data-driven leader. Use insights to enhance customer interactions while predicting outcomes, automating processes, and optimizing operations. With Copilot, users can focus on what matters most, saving time and boosting productivity.

Dynamics 365 Copilot Features

Enhance sales, customer engagement, and service with AI-driven insights. From predictive forecasting to virtual agents, leverage intelligent tools to personalize interactions and drive business growth.

Dynamics 365 Sales Insights

Leverage AI-powered insights to predict customer needs, personalize outreach, and accelerate deal closures. Dynamics 365 Sales Insights helps identify high-potential customers and prioritize your best opportunities.

Customer Prioritization: Score and prioritize leads using engagement and fit metrics.
Relationship Analytics: Copilot highlights key contacts, flags risks, and suggests actions to strengthen relationships.
Predictive Forecasting: Make accurate sales forecasts to allocate resources strategically.

Dynamics 365 Customer Insights

Gain a complete understanding of your customers with Dynamics 365 Customer Insights. Use AI-driven segmentation to deliver tailored messaging and drive impactful campaigns.

Unified Customer Profiles: Copilot consolidates data from sales, marketing, and service into a single, detailed view of each customer.
Segmentation and Personalization: Group customers by behavior, demographics, and preferences for targeted messaging.
360-Degree View: Visualize the entire customer lifecycle, from acquisition to ongoing support.

Dynamics 365 Customer Service Insights

Empower your customer service teams with AI-driven tools for proactive, personalized support. Build stronger relationships and enhance customer satisfaction.

Agent Productivity: Copilot suggests relevant knowledge articles to reduce research time and improve efficiency.
Sentiment Analysis: Detect customer sentiment and address issues quickly to prevent escalations.
Knowledge Recommendations: Provide agents with accurate information to improve first-contact resolution rates.

Dynamics 365 Virtual Agent

Enhance customer experiences with 24/7 AI-powered support. Provide faster resolutions and reduce wait times with automated responses.

24/7 Self-Service: Chatbots handle routine inquiries, delivering instant answers without involving human agents.
Appointment Scheduling: Automate bookings, freeing up staff for critical tasks.
FAQ Handling: Ensure consistent and accurate responses to common customer questions.

Our Offerings

Automate workflows, enhance decision-making, and boost productivity with AI-driven insights tailored for finance, sales, and customer engagement with Copilot in Dynamics 365.

Copilot in Dynamics 365 Business Central

Transform Dynamics 365 Business Central into a smart, AI-powered assistant. Automate routine tasks and harness data-driven insights to enhance decision-making and operational accuracy.

Simplify sales order processing.
Automate workflows for greater productivity.
Accelerate bank reconciliation processes.
Ensure precise matching of e-invoices.
Enhance inventory forecasting for better stock management.

Copilot in Dynamics 365 Finance & Operations (F&O)

Boost efficiency and precision with Copilot in Dynamics 365 F&O. From assisting collections managers to streamlining procurement, Copilot empowers teams with actionable insights and automation.

Launch new products faster.
Streamline bank reconciliation tasks.
Optimize procurement strategies.
Deliver timely and accurate responses to inquiries.
Automatically categorize expenses with ease.

Copilot in Dynamics 365 CRM

Elevate productivity and customer relationship management with Copilot in Dynamics 365 CRM. Use AI-powered insights to make smarter decisions, close deals faster, and build stronger connections.

Deliver accurate sales forecasts.
Analyze customer sentiment to guide interactions.
Prioritize responses to maximize impact.
Personalize customer engagement strategies.
Maintain accurate and consistent data entry.

Customized AI for D365

Our approach to building tailored AI Solutions

Select the right AI solution

Our consultants assess your business goals and challenges, pinpoint areas for improvement, and recommend AI solutions in Dynamics 365 tailored to your industry and objectives.

Customize AI for your business

Using a minimum viable product (MVP) approach, we will integrate the chosen Al solution with your existing workflows and applications.

Strategize for the future

We'll help you develop a comprehensive Al strategy aligned with your long-term business goals and offer ongoing training programs to ensure that you maximize Al in Dynamics 365.

Frequently Asked Questions (FAQs)

Microsoft Dynamics 365 Copilot is an AI-powered assistant integrated into Dynamics 365 applications. It helps businesses automate tasks, gain insights, and boost productivity, making operations smarter and faster.

Copilot for Sales helps identify high-potential customers, analyze relationships, predict sales, and automate routine tasks, ultimately increasing sales efficiency and closing deals faster.

Absolutely. Copilot for Customer Service equips users with AI-powered tools to resolve issues quickly, analyze customer sentiment, and deliver personalized support, leading to improved customer satisfaction.

Copilot for Finance & Operations automates processes like bank reconciliation, expense categorization, and procurement, improving operational efficiency while providing valuable insights into financial performance.

PreludeSys offers expert implementation services to help you integrate Copilot into your business. Our consultants will assess your needs, recommend tailored solutions, and provide ongoing support.

The cost of implementing Copilot varies depending on your specific business requirements. Please contact us for a personalized quote.

Yes, Microsoft ensures robust security measures to protect your data. Copilot follows strict data privacy regulations, safeguarding your business information.