Integrated seamlessly within Dynamics 365, Copilot functions as an AI assistant specifically designed to automate tedious tasks and empower teams. It can create drafts of content, suggest different ways to word something you’ve written, suggest and insert images, create PowerPoint presentations from your Word documents and many other helpful things. Its functionalities extend across core business functions, including Finance, Project Operations, and Supply Chain Management.

While Copilot offers a compelling set of functionalities within Dynamics 365, it’s important to note that its availability and pricing structure may vary depending on your organization’s existing Dynamics 365 licensing plan.

Finance Whiz: Struggling with reports? Copilot speaks fluent “natural language.” Just describe the insights you seek, and Copilot will generate stunning Power BI dashboards with visualizations and summaries. Need to dig deeper? No problem! Ask questions, and Copilot delivers the answers. Plus, it automates tasks, freeing you up for strategic financial moves.

Project Management Maestro: Ditch the endless manual planning! Describe your project using natural language, and Copilot generates a comprehensive plan in minutes for your review. Say goodbye to tedious status reports – Copilot takes care of those too. And the best part? Copilot acts like a proactive risk management guru, constantly scanning for potential roadblocks and suggesting solutions to keep your projects on track.

Collections & Procurement Powerhouse: Boosting cash flow just got easier. Copilot helps you access customer data faster in Dynamics 365 Finance, allowing you to personalize collection strategies for higher success rates. On the procurement side, Copilot streamlines bulk order changes in Dynamics 365 Supply Chain Management by identifying risks and supporting informed decisions. Plus, it facilitates seamless collaboration with stakeholders using natural language in Teams & Outlook. This means faster sourcing plan adjustments to meet evolving customer and partner needs.