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ReportCopilot for Dynamics 365 provides AI assistance to boost the productivity and efficiency of sales, support, supply chain management, finance, marketing and other teams involved with your business operations. It provides a chat interface for quick summaries of sales opportunities and leads, updates, meeting preparations, account-related news, and much more. Users can seamlessly integrate Copilot with Outlook and Teams for better data management and utilize its generative AI capabilities for record summarization and email content generation.
Sellers spend much time managing complex customer relationships, and many sales teams need help to scale seller experiences. Seller productivity in terms of time management and efficiency is critical to success. Copilot in Dynamics 365 Sales experiences focus on enhancing seller productivity and effectiveness in their flow of work by enabling them to automate the sales process and augment seller actions and decisions with AI-powered insights and actions. Copilot features help sellers save time, boost productivity, lighten workloads, and stay focused on connecting with customers and closing deals.
Copilot in Dynamics 365 Customer Service offers the following capabilities:
Summarize a case and conversation
Respond to questions
Compose an email
Draft a chat response
Ask a question about knowledge base sources and trusted domains
Microsoft Copilot for Service offers the following capabilities:
Respond to questions
Compose an email
Draft a chat response
Ask a question about knowledge base sources and trusted domains
Microsoft Copilot for Service offers the following capabilities:
Connect to existing contact center and CRM solutions, with out-of-the-box integrations for Dynamics 365, Salesforce, ServiceNow, and Zendesk
Quickly bring agents up to speed on email threads within Outlook by providing summaries, as well as accelerate responses to customers by providing draft emails
In Teams, agents can stay on top of meetings with customers or subject matter experts by viewing AI-powered meeting recaps with summaries of key discussion points, sentiment, and next steps
Agents can use Copilot to get the latest account and case information from CRM systems
Quickly bring agents up to speed on email threads within Outlook by providing summaries, as well as accelerate responses to customers by providing draft emails
In Teams, agents can stay on top of meetings with customers or subject matter experts by viewing AI-powered meeting recaps with summaries of key discussion points, sentiment, and next steps
Agents can use Copilot to get the latest account and case information from CRM systems
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