Dynamics 365 Copilot

Speed up product go-to-market, upload a product picture and Copilot will automatically match to product category and attributes, and write product descriptions tailored to your brand voice based on color, material and size.
Reduce accounting admin time, Copilot assists with bank reconciliation by viewing uploaded bank statements or pulling from your bank and automatically matching transactions and suggesting the best ledger account to register remaining items.

Copilot drafts contextual answers to queries in both chat and email, plus an interactive chat experience over knowledge bases and case history to answer questions. Service teams can build virtual agents in minutes with conversation boosters in Power Virtual Agents to provide answers from company websites and internal knowledge bases that you choose.

With Copilot, marketers can curate highly personalized and targeted customer segments by having a dialogue with their customer data platform (CDP) using natural language in chat. Copilot will suggest to Marketing teams additional segments that may not have been previously considered.

Marketing teams can describe their customer segment in their own words to Copilot to create a target segment with the query assist feature.
Get inspired for fresh email campaign content based on a simple request. Copilot makes suggestions based on key topics entered by the marketer, your existing marketing emails, and external online sources to generate relevant ideas.

The AI-generated work order recap feature provides a summary of a work order and its related data. Service managers, dispatchers, and engineers quickly understand the work order status and next steps.
Copilot summarizes the work order’s history, future actions, arrival times, work priority, required parts and other contextual information.

With Copilot, project managers can improve efficiency, reduce risks, and focus on strategic and value-added activities.
Copilot speeds up creation of project plans by using natural language descriptions.
It also reduces the time in preparing project status reports by curating and summarizing your scheduling and financial data to show progress, identify risk factors and highlight common themes of delays or budget overruns.

Copilot helps sales teams be more productive, spend more time on developing relationships.
Copilot automates the sales process and augments seller actions and decisions with AI-powered insights and actions.
Features such as summarizations, catch up, meeting preparation, email assistance and automatic news updates increase sales workflows.

Copilot features focus on the product enrichment workflow in site builder.
With Copilot for site builder, you can generate persuasive, compelling, and engaging product enrichment and marketing content for your e-commerce websites quickly and efficiently.

Mitigate supply chain risks using Copilot in Microsoft Supply Chain Center, which flags external issues such as weather, financials and geography that may impact key supply chain processes.
In-app queries allow users to ask Copilot to search for key information on products, inventory and procurement data held within Dynamics 365.