How Microsoft Copilot can help you eliminate routine office tasks

Posted July 03, 2024

Artificial Intelligence, or AI, comes to life in Microsoft Dynamics 365 Copilot and gives your business the ability to put aside many mundane, routine office tasks.

Organizations are increasingly expecting their ERP and CRM systems to include AI. Dynamics 365 Copilot brings AI to every line of your business, improving your customer and employee experience.

Microsoft Copilot is both your assistant and your in-house expert as it is built-in to the Microsoft Dynamics ecosystem.

Copilot is integrated with Office 365, Business Central, Dynamics 365 (CRM), and many other tools. Copilot runs within Excel, Word, Teams, and other applications with context-aware suggestions and assistance to make your daily office life more efficient.

How can Copilot help you?

What Microsoft Copilot can do for your organization

• Copilot can help you draft and review documents, track and summarize meetings, and integrate business data, and support Excel functions.
• Copilot can provide assistance, smart suggestions, and it can even write apps and automations to streamline your workflows.
• Optionally, Copilot can be integrated into your Microsoft Tenant, and can securely use information you share with it to answer questions and make decisions.
• Copilot can analyze lists of invoices, purchases, and customers. It gives you the power to “ask questions” of your data, facilitating smart decision-making by you and your team.
• Copilot can suggest inventory descriptions, match transactions, and find patterns in your data. It can query your data and ask natural language questions based on the information you give it access to.
• It can summarize timelines to bring your team “up to speed” on emails, opportunities, recent cases, and other CRM-based entities.
• Copilot can be used in PowerApps to do things like reading and data-entering invoices and process forms and turn them into tables so they are easier to access and use.
• It can be used to build automations. You describe what you want, and Copilot will build a simple automation that you can customize.
• With SmartLists and an integration to Excel, you can use Copilot to analyze and query your data from GP, and also build automations to and from your Dynamics GP environment.

Copilot provides seamless integration between Business Central, GP, Microsoft CRM, Teams, Office, and more, giving you options to use, understand, analyze and report on the data you already have.

Microsoft has invested heavily in AI. It continues to build new features and functionality into the applications you already own and use.

Want to learn how Microsoft Copilot can support your ERP and CRM? Check out Introducing Microsoft Dynamics 365 Copilot or better yet, contact us and we will help you harness the power of AI and Copilot.