• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

My TechDecisions

  • Best of Tech Decisions
  • Topics
    • Video
    • Audio
    • Mobility
    • Unified Communications
    • IT Infrastructure
    • Network Security
    • Physical Security
    • Facility
    • Compliance
  • RFP Resources
  • Resources
  • Podcasts
  • Project of the Week
  • About Us
    SEARCH
IT Infrastructure, News, Unified Communications

Microsoft Launches AI-Powered Dynamics 365 Copilot

Dynamics 365 Copilot uses generative AI to automate tasks such as data entry, content generation and notetaking for sellers and marketers.

March 7, 2023 Zachary Comeau Leave a Comment

Microsoft Security RSA Conference
Dvoevnore /stock.adobe,com

Editor’s note: This article was originally published on March 7, 2023 and has been updated on April 20, 2023, to relfect activity Microsoft has since taken to integrate Copilot into other products. 

After beginning to integrate generative AI tools from ChatGPT throughout its product portfolio, Microsoft is launching Microsoft Dynamics 365 Copilot, bringing interactive, AI-powered assistance across business functions and to CRM and ERP systems.

According to Microsoft, Dynamics 365 Copilot is designed to take advantage of generative AI to automate tedious tasks like data entry, content generation and notetaking. It brings advanced AI features to Dynamics 365 Sales and Viva Sales, Dynamics 365 Customer Service, Dynamics 365 Customer Insights, dynamics 365 Marketing, Dynamics 365 Business Central and Supply Chain Center.

The Redmond, Wash. tech giant says Copilot in Dynamics 365 Sales and Viva Sales leverages AI to help reduce time sellers spend on clerical tasks, such as writing emails to customers and creating an email summary of a Teams meeting in Outlook. Meeting summaries pull in details from the seller’s CRM, such as product information and pricing, as well as insights from recorded Teams calls.

Copilot in Dynamics 365 Customer Service drafts contextual answers to queries in both chat and email, and provides an interactive chat experience over knowledge bases and case history. In addition, customer service departments can build virtual agents with conversation boosters in Power Virtual Agents to leverage Azure OpenAI Service and Bing to provide answers from company websites and internal knowledge bases, the company says.

Where else is Microsoft bringing Copilot? Find out here!

Meanwhile Copilot in Dynamics 365 Customer Insights and Dynamics 365 Marketing are designed to help marketers simplify their workflows in data exploration, audience segmentation and content creation. According to Microsoft these tools allow marketers to curate highly personalized and targeted customer segments by having a dialogue with their customer data platform using natural language and describe their customer segment in their own words to create a target segment with the query assist feature, respectively, among other functions.

In Dynamics 365 Business Central, Copilot will help streamline the creation of product listings for online commerce, and users can create product descriptions for online storefronts in seconds, Microsoft says.

With Copilot in Microsoft Supply Chain Center, Microsoft Dynamics 365 Supply Chain Management customers can leverage features that flag external issues such as weather, financials and geography that may impact key supply chain processes. Predictive insights will surface impact orders across materials, inventory, carrier, distribution network and more, and partners can automatically draft an email generated by Copilot to alert impacted partners.

In a blog, Emily He, Microsoft’s corporate vice president of business applications marketing, says Copilot features are currently in preview across Dynamics 365 apps and Viva Sales.

“Copilot brings the power of next-generation AI capabilities and natural language processing to Dynamics 365, working alongside business professionals to help them create ideas and content faster, complete time-consuming tasks, and get insights and next best actions—just by describing what’s needed,” writes He.

If you enjoyed this article and want to receive more valuable industry content like this, click here to sign up for our digital newsletters!

Tagged With: AI, Artificial Intelligence, Microsoft, Microsoft Dynamics 365

Related Content:

  • Cloud, SASE, Aryaka How the Cloud is Redefining Media Production and…
  • Singlewire Software mass notification interview Singlewire Software on Mass Notification Solutions
  • URI catchbox 1 Catchbox Plus: The Mic Solution That Finally Gave…
  • Engaging virtual meeting with diverse participants discussing creative ideas in a bright office space during daylight hours Diversified Survey: Workplace AV Tech is Falling Short,…

Free downloadable guide you may like:

  • Practical Design Guide for Office SpacesPractical Design Guide for Office Spaces

    Recent Gartner research shows that workers prefer to return to the office for in-person meetings for relevant milestones, as well as for face-to-face time with co-workers. When designing the office spaces — and meeting spaces in particular — enabling that connection between co-workers is crucial. But introducing the right collaboration technology in meeting spaces can […]

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Latest Downloads

Practical Design Guide for Office Spaces
Practical Design Guide for Office Spaces

Recent Gartner research shows that workers prefer to return to the office for in-person meetings for relevant milestones, as well as for face-to-fa...

New Camera Can Transform Your Live Production Workflow
New Camera System Can Transform Your Live Production Workflow

Sony's HXC-FZ90 studio camera system combines flexibility and exceptional image quality with entry-level pricing.

Creating Great User Experience and Ultimate Flexibility with Clickshare

Working and collaborating in any office environment today should be meaningful, as workers today go to office for very specific reasons. When desig...

View All Downloads

Would you like your latest project featured on TechDecisions as Project of the Week?

Apply Today!

More from Our Sister Publications

Get the latest news about AV integrators and Security installers from our sister publications:

Commercial IntegratorSecurity Sales

AV-iQ

Footer

TechDecisions

  • Home
  • Welcome to TechDecisions
  • Contact Us
  • Comment Guidelines
  • RSS Feeds
  • Twitter
  • Facebook
  • Linkedin

Free Technology Guides

FREE Downloadable resources from TechDecisions provide timely insight into the issues that IT, A/V, and Security end-users, managers, and decision makers are facing in commercial, corporate, education, institutional, and other vertical markets

View all Guides
TD Project of the Week

Get your latest project featured on TechDecisions Project of the Week. Submit your work once and it will be eligible for all upcoming weeks.

Enter Today!
Emerald Logo
ABOUTCAREERSAUTHORIZED SERVICE PROVIDERSYour Privacy ChoicesTERMS OF USEPRIVACY POLICY

© 2025 Emerald X, LLC. All rights reserved.