Microsoft Dynamics 365 Copilot

New Microsoft Dynamics 365 Copilot offers interactive AI-based assistance in various business functions. According to a recent business trends survey, nearly 9 out of 10 workers expect to use artificial intelligence to reduce repetitive tasks in their workplace. With Dynamics 365 Copilot, organizations empower their employees with AI tools designed for sales, service, marketing, operations, and supply chain roles. Artificial intelligence allows everyone to spend more time on the more efficient activities of their work and less time on everyday tasks.


Customer relationship management (CRM) and enterprise resource planning (ERP) systems have long been mission-critical sources of customer and business data; but they often require burdensome tasks such as manual data entry, content creation, and note-taking. Dynamics 365 Copilot leverages recent advances in generative AI to automate these tedious tasks and empower the workforce to take a creative approach. Dynamics 365 Copilot puts CRM and ERP to work for business users to accelerate their pace of innovation and improve business results.

Microsoft Dynamics 365 Finance Copilot

Dynamics 365 Finance Copilot optimizes financial operations for all users. Users can further increase efficiency and streamline processes with the application. The new approach enables scenarios where Copilot helps users find specific facts, view summary data or compose emails. Using these functions saves time in searching for information and makes the work of users more productive, for example by generating texts for e-mails on their behalf.

Microsoft Dynamics 365 Supply Chain Management (SCM) Copilot

Located in Microsoft’s Supply Chain Hub, and accessed by Microsoft Dynamics 365 Supply Chain Management customers, Copilot proactively highlights external issues such as weather, finance, and geography that may affect key supply chain processes. Predictive insights affect orders in terms of materials, inventory, carrier, distribution network, and more. Supply chain planners can then automatically draft an email generated by Dynamics 365 Copilot to alert affected partners and mitigate potential disruptions before they occur.

Every day, companies receive many purchase orders (which often contain changes) that purchasing agents must manually manage and receive. As a result of this time-consuming activity, agents may be overwhelmed, unable to fully understand and identify the impact of changes, which may lead to suboptimal decisions and may fail to prevent the impact of changes. Dynamics 365 Supply Chain Management Copilot for Procurement uses artificial intelligence to help prevent these problems by making it easier to review and manage changes to purchase orders. Copilot procurement summarizes the changes to the purchase order. This helps purchasing agents make better decisions by summarizing the impact of changes, such as identifying which planned subsequent sales, production or maintenance orders cannot start as planned due to changed delivery dates.

Microsoft Dynamics 365 Commerce Copilot

Commerce Copilot has deployed AI-powered capabilities to improve customer experience and streamline operations. To take advantage of these opportunities, retailers can chat in natural language with Dynamics 365 Commerce Copilot to complete tasks faster and more efficiently, for better interactions with shoppers. Merchants with large product catalogs want an efficient way to diversify their products. With Copilot, merchants can create content quickly while ensuring that AI-generated content marketing is aligned with the target audience and brand.

Microsoft Dynamics 365 Project Operations Copilot

Using the power of generative AI, Project Operations Copilot can create project plans, status reports, and assess project risks and mitigation options to assist project managers with core Dynamics 365 Project Operations activities. Project Operations Copilot’s capabilities support consultants and project managers to streamline the flow of business processes at different project stages and help service organizations become more efficient.


Generative AI will transform the next era of business applications. Users increasingly expect their CRM and ERP applications to include AI-powered insights. Dynamics 365 Copilot brings the latest artificial intelligence breakthroughs to every business area, improving customer and employee experience and efficient operation. In bringing the latest advances in Microsoft Dynamics 365 Copilot to customers, a critical approach is a commitment to responsible artificial intelligence—a framework for the safe adoption of artificial intelligence technologies.

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