Copilot 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.

Mar 6, 2023 · 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.

Mar 6, 2023 · With Dynamics 365 Copilot, organizations empower their workers with AI tools built for sales, service, marketing, operations and supply chain roles. These AI capabilities allow everyone to spend more time on the best parts of their jobs and less time on mundane tasks.

Get an overview of where to find training and documentation for copilots and generative AI in Dynamics 365 apps.

Copilot is an AI assistant in Dynamics 365 Sales that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get a quick summary of their opportunity and lead records, catch up on recent changes to their records, prepare for meetings, and read the latest news about their accounts.

Feb 1, 2024 · Copilot for Sales builds on Copilot for Microsoft 365, enhancing it with connectivity to CRM platforms like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to bring sales-specific insights and recommendations to apps like Outlook, Microsoft Teams, and Word.

See how you can use Microsoft 365 Copilot Chat to quickly and easily customize agents to handle tasks like data analysis, trend reporting, customer service, and more in just a few simple prompts. Get started with Microsoft 365 Copilot. See more videos

Dec 10, 2024 · Copilot for Dynamics 365 aims to create an “autonomous ERP” and “autonomous CRM.” This vision encompasses systems that handle repetitive tasks, generate reports, and facilitate seamless communications across platforms, reducing the need for users to spend extensive time within the ERP.

Feb 28, 2025 · How does Copilot in Dynamics 365 work? Copilot leverages artificial intelligence to assist users in daily tasks. Through a conversational interface, it enables personalized customer responses, email and document summarization, product description generation, financial data analysis, and supply chain management optimization.

Jan 6, 2025 · Microsoft Copilot lets you leverage AI to enhance efficiency and productivity across the Microsoft stack, empowering you and your team to work smarter with the solutions you use daily. Copilot's integration with Dynamics 365, Microsoft 365, and Power Platform automates repetitive tasks, generates valuable insights, and streamlines workflows.