#Dynamics 365 Customer Service Copilot

[keenpeacebeard]

Copilot for Dynamics 365: A Basic Overview

Artificial Intelligence is revolutionizing our work and daily lives, significantly impacting business operations. Generative AI is well-established in critical domains like enterprise resource planning and customer relationship management.

Microsoft has seized the opportunity to be a cutting-edge leader in enterprise IT solutions by integrating AI capabilities into various applications, including CRM and ERP. You'll have access to AI-powered capabilities with Microsoft Dynamics 365 Copilot that can improve employee and customer satisfaction as well as operational effectiveness.

Microsoft's newest technological offering for the modern business environment. It creates a personal AI companion that intelligently adjusts to your needs and assists you in completing daily tasks by combining the power of artificial intelligence and natural language processing. The corporate environment has changed in a number of ways as a result of Dynamics 365 Customer Service Copilot, including supply chain management, field service, marketing, sales, and customer service. It has been shown to increase output, effectiveness, and innovation, allowing companies to operate more strategically and maintain stronger interpersonal relationships.

Copilot features have been added to Dynamic copilot 365 and Microsoft Power Platform solutions by more than 130,000 companies. Of the Copilot users, 70% reported increased productivity, 73% said they could finish jobs more quickly, and 68% stated the platform raised the caliber of their work. Indeed, the data speaks for itself.

You can now see the same outcomes with Dynamics 365 AI. Produce content more quickly, do projects more quickly, and gather thorough insights to help you make better decisions. Let's examine how it can change your company in more detail.

Advantages of Microsoft Copilot for Finance : Microsoft is always trying to make the Microsoft Copilot for Finance in Dubai apps better. Their most recent efforts are focused on integrating strong AI features. Microsoft Copilot is made to enable consumers to get AI-powered support in the applications and CRM/ERP systems  and other Microsoft products that they already use. In general, Copilot is helpful: 

Boost productivity by using AI-powered features to simplify and automate operations. For example, it assists in email drafting and producing pertinent answers to questions or concerns from clients. Additionally, it facilitates scheduling meetings in Microsoft Outlook by utilizing information from other programs like Dynamics 365, Salesforce, Microsoft Teams, Outlook, etc.

Boost cooperation and communication. It involves more than just gathering and processing all of the data from talks, meetings, emails, and other interactions across several platforms in one easy-to-access area. AI is used to create thorough transcriptions of client interactions and summarize the data so that different teams may collaborate to accomplish a shared objective.

[nishantrana]

Ask a Question (Copilot) in Dynamics 365 Customer Service

Agents can use the “Ask a question” functionality from within the Copilot help pane, to ask questions for quick resolution of the case. To enable it navigate to Customer Service admin center >> Agent Experience >> Productivity >> Copilot help pane (preview) (Manage) Check Make Copilot available to agents option and save the settings. Back in Customer Service Hub (or any other apps where we…

[charles233]

How AI Enterprise Search Solutions Drive Digital Transformation

Digital transformation isn’t just about moving to the cloud or adopting new software it’s about reimagining how your organization uses data. And one of the biggest blockers to digital success? The inability to find, connect, and act on internal knowledge.

As enterprises scale, the volume of structured and unstructured data explodes. Files are scattered across apps, departments, and clouds. The result? Silos, duplication, and delays.

A modern AI Enterprise Search Solution is the connective tissue that brings clarity to chaos powering intelligent, data-driven decisions at every level.

What’s Broken in the Modern Enterprise

The modern workplace is decentralized and dynamic. While collaboration tools have multiplied, finding critical information has become harder than ever.

Here’s what companies face daily:

Teams lose time switching between 20+ platforms

Data duplication leads to rework and misalignment

Legacy search tools return irrelevant or outdated results

Employees recreate documents they can’t find

Institutional knowledge leaves when people do

These inefficiencies don’t just slow down work they undermine innovation and digital maturity.

Enter the AI Enterprise Search Solution

An AI Enterprise Search Solution is not just a smarter search bar it’s a strategic platform that enables contextual, secure, and intelligent access to knowledge across the enterprise.

Core Capabilities:

Natural Language Search: Understands user intent, not just keywords.

Cross-System Indexing: Connects data from all major tools—Google Workspace, Microsoft 365, Salesforce, Notion, Slack, Jira, Dropbox, and custom databases.

Personalization: Tailors results based on role, team, past activity, and access level.

Real-Time Indexing: Ensures the freshest, most relevant results.

Enterprise-Grade Security: Honors permissions and compliance protocols.

This isn’t about adding more tools. It’s about making your existing tools smarter.

Unlocking the Next Phase of Digital Transformation

Digital transformation has four pillars: agility, automation, intelligence, and experience. AI enterprise search supports all of them.

Agility

Instantly access the right data, no matter where it lives. Move faster, decide quicker.

Automation

Reduce manual document retrieval. Let AI summarize, rank, and categorize knowledge.

Intelligence

Mine unstructured data PDFs, chat logs, transcripts for patterns, insights, and risks.

Experience

Deliver consumer-grade search experiences inside the enterprise. Think “Google for your company”but more secure and customized.

Built to Scale with Your Enterprise

Whether you’re a 200-person startup or a 200,000-person global enterprise, AI search can grow with you.

Why Scalability Matters:

Your data will double (or triple) over the next 5 years.

Remote work requires access to knowledge across time zones and teams.

Mergers and acquisitions bring complex data integrations.

Regulatory demands require better visibility and traceability.

Modern AI Enterprise Search Solutions are cloud-native, modular, and API-driven designed to plug into complex digital ecosystems without disrupting them.

Real-World Benefits by the Numbers

Companies that adopt intelligent search systems report:

25–35% productivity gains across knowledge workers

30–50% reduction in time spent searching for information

2–4x faster onboarding for new hires

20% fewer support tickets due to improved self-service

Higher employee satisfaction scores due to reduced frustration

These aren’t soft benefits they’re measurable outcomes that impact the bottom line.

Future-Ready Workplaces Run on AI Search

AI search is evolving beyond reactive queries. The future is proactive, conversational, and integrated.

What’s Next:

AI copilots that suggest documents before meetings

Context-aware agents that summarize and compare reports

Voice-enabled enterprise search

AI-generated dashboards from internal queries (e.g., “Show me customer churn vs. NPS by region”)

AI Enterprise Search Solutions will become core to enterprise knowledge flow, not just a utility.

Choosing the Right Platform: Strategic Considerations

When evaluating solutions, tech leaders should assess: FactorWhy It MattersIntegration DepthMust connect to all relevant data systems and APIsScalabilityShould support millions of documents and global teamsCustom AI ModelsAllow for domain-specific tuning (legal, finance, etc.)User ExperienceHigh adoption depends on intuitive, clean designSecurity & ComplianceMust meet your industry’s governance requirementsAnalyticsOffers usage insights to improve content and engagement

Vendors like Elastic, Glean, Lucidworks, Microsoft Copilot, Coveo, and Sinequa lead the way each with strengths tailored to different enterprise needs.

Final Thoughts

An AI Enterprise Search Solution is more than a digital tool it’s a transformation catalyst. It connects your people to the knowledge they need, your systems to the intelligence they store, and your business to the future it’s building.

As enterprises evolve, the ability to access and act on information instantly will define who leads and who lags. The intelligent enterprise isn’t a vision it’s already here. And it starts with search.

[brightpoint-infotech]

Turn Data Into Action with Copilot in Dynamics 365 Customer Insights

Struggling to make sense of scattered customer data?

With Copilot in Dynamics 365 Customer Insights, businesses can now:

✔️ Unify data from multiple sources

✔️ Automatically generate actionable insights

✔️ Predict customer behavior with AI-powered suggestions

✔️ Personalize experiences at scale

Whether you're in retail, finance, or any other sector, Copilot empowers your team to make smarter, faster decisions – with less effort.

Let your data work for you – not against you.

Explore how Copilot can reshape your customer engagement strategy.

#CustomerExperience #Dynamics365 #CustomerInsights #MicrosoftCopilot #AIinCRM #BrightpointInfotech #DataDrivenMarketing #CustomerEngagement #AICRM

[globalindustrypulse]

U.S. UC&C Market Growth Potential for the Period 2025 to 2032 | At a CAGR of 15.2%

The U.S. Unified Communication & Collaboration (UC&C) market Industry was valued at USD 28.73 billion in 2024 and is projected to reach USD 90.07 billion by 2032, growing at a CAGR of 15.2% during the forecast period (2025–2032). With a sharp increase in demand for integrated communication tools, remote work enablement, and cloud-first strategies, the U.S. UC&C sector is undergoing rapid transformation across industries.

Key Market Highlights:       

2024 Market Size: USD 28.73 billion

2025 Forecast Starting Value: USD 33.42 billion

2032 Projected Market Size: USD 90.07 billion

CAGR (2025–2032): 15.2%

Market Outlook: Acceleration of cloud-based collaboration, unified messaging, and enterprise video communications

Leading Companies in the U.S. UC&C Market:          

Microsoft Corporation (Teams, Office 365)

Cisco Systems, Inc. (Webex, Unified Communications Manager)

Zoom Video Communications, Inc.

Google LLC (Google Meet, Workspace)

RingCentral, Inc.

Avaya Inc.

Slack Technologies, LLC (Salesforce)

8x8, Inc.

Mitel Networks Corporation

Verizon Communications Inc.

Amazon Web Services (Chime)

Request for Free Sample PDF: https://www.fortunebusinessinsights.com/enquiry/request-sample-pdf/u-s-unified-communication-collaboration-uc-c-market-107419

Market Dynamics:

Key Growth Drivers:

Mass adoption of hybrid and remote work post-pandemic

Increasing demand for secure, scalable, and cloud-native UC platforms

Growth in BYOD (Bring Your Own Device) and mobile-first collaboration tools

Surge in video conferencing, webinar hosting, and real-time messaging across sectors

Focus on productivity and workflow integration via APIs and AI assistants

Major Opportunities:

Integration of AI features (e.g., meeting transcription, translation, summarization)

Deployment of UCaaS (Unified Communications as a Service) for SMBs and large enterprises

Expansion into telehealth, e-learning, and government collaboration tools

Unified analytics dashboards for employee engagement and communication efficiency

Growth in vertical-specific solutions for finance, legal, and manufacturing

Emerging Trends:

Widespread adoption of AI/ML for speech analytics, noise cancellation, and meeting intelligence

Rise of low-code/no-code platforms enabling custom UC integrations

Increased focus on security, compliance, and data sovereignty (especially for healthcare and finance)

Collaboration suites offering deep CRM and productivity tool integrations

Mobile-first UC strategies to support frontline and distributed teams

Technology & Application Scope:

Core Technologies: VoIP, video conferencing, instant messaging, SIP trunking, contact center software

Deployment Models: Cloud-native (UCaaS), on-premise, hybrid

Key Applications: Internal collaboration, external customer communication, virtual meetings, workforce management, remote training

User Base: Enterprises, SMEs, government bodies, education institutions, healthcare providers

Speak to Analysts: https://www.fortunebusinessinsights.com/enquiry/speak-to-analyst/u-s-unified-communication-collaboration-uc-c-market-107419

Recent Developments:

February 2024 – Microsoft launched an AI-powered "Copilot for Teams" feature, delivering meeting summarization and smart follow-up recommendations in real time for U.S.-based enterprise clients.

August 2023 – Zoom introduced a U.S.-focused AI Companion across its UC platform, offering generative AI meeting insights, tone adaptation in chats, and intelligent scheduling.

November 2023 – Cisco partnered with major telecom providers in the U.S. to expand edge-based UC capabilities with enhanced encryption and latency-reduction technologies.

Conclusion:

The U.S. Unified Communication & Collaboration (UC&C) market is entering a growth phase marked by innovation, platform convergence, and digital-first workplace models. Enterprises are investing in platforms that unify communication, enhance team collaboration, and improve productivity while meeting the flexibility needs of modern workforces. As UC&C continues to evolve, vendors who offer AI-powered, secure, and scalable solutions are expected to lead the charge.

[rimaakter45]

Microsoft Partner UK: Delivering Comprehensive Microsoft Solutions for a Digitally Transformed Future

London, UK – April 22, 2025 — As digital transformation accelerates across industries, Microsoft Partner UK (https://microsoftpartner.uk) is establishing itself as a trusted and forward-thinking technology partner for businesses throughout the United Kingdom. With a commitment to excellence and innovation, the company delivers tailored Microsoft-based solutions that empower organizations to work smarter, enhance collaboration, and stay secure in a competitive global market.

A Trusted Microsoft Solutions Partner

Microsoft Partner UK specializes in implementing and supporting Microsoft’s core technology stack, including Microsoft 365, Microsoft Azure, Dynamics 365, and the Power Platform. By offering fully managed services, licensing, consultancy, and deployment support, the company ensures a seamless and effective transition for businesses into modern digital environments.

Key services include:

- Microsoft 365 Business Solutions: Seamless integration of Outlook, Teams, SharePoint, and Office applications for improved productivity and collaboration. - Azure Cloud Services: End-to-end cloud migration, configuration, and managed services using Microsoft Azure’s scalable infrastructure. - Dynamics 365 Implementation: CRM and ERP systems to streamline customer engagement, operations, finance, and sales processes. - Power Platform Development: Custom business apps, automated workflows, and intelligent data insights via Power BI, Power Apps, and Power Automate. - Licensing Consultation: Expert guidance on Microsoft licensing plans and compliance for small to large enterprises. - Security & Compliance Solutions: Advanced threat protection, identity management, and data compliance tools aligned with Microsoft security protocols.

Embracing Innovation with Artificial Intelligence

At the core of Microsoft Partner UK’s mission is a commitment to innovation. Leveraging the AI capabilities of Azure Cognitive Services and Microsoft Copilot, the company helps organizations harness artificial intelligence for enhanced automation, predictive analytics, and intelligent customer service.

Client-Centric, Results-Driven

With a deep understanding of the local market and sector-specific challenges, Microsoft Partner UK takes a consultative approach to every project. Each solution is designed in close partnership with the client, ensuring alignment with strategic business goals and delivering measurable results.

Training & Support

In addition to technology deployment, Microsoft Partner UK also offers in-depth user training, ongoing support, and technical consulting. Their certified experts provide a high-touch service model to ensure long-term value and system optimization.

About Microsoft Partner UK

Microsoft Partner UK is a leading Microsoft Solutions Partner based in the United Kingdom, dedicated to delivering innovative, secure, and scalable Microsoft technologies to enterprises and SMEs. Through an unwavering focus on customer satisfaction and cutting-edge solutions, the company remains at the forefront of digital enablement in the UK.

For more information, please visit: https://microsoftpartner.uk

[marketresearchreportss]

Artificial Intelligence In Construction Market: Impact on Project Management

The global artificial intelligence in construction market was valued at approximately USD 2.93 billion in 2023 and is anticipated to reach USD 16.96 billion by 2030, growing at a CAGR of 26.9% from 2024 to 2030. This growth is fueled by the various advantages AI offers in the construction sector, including the prevention of cost overruns by forecasting budgets based on historical data and aiding in the development of predictive models aligned with project timelines. This efficiency renders mega-construction projects more cost-effective.

Artificial intelligence (AI) also improves 3D model-based processes, lightening the workload for engineers, construction professionals, and architects. Additionally, it enhances project planning through robots that conduct 3D scans of construction sites, providing data that helps management tackle on-site issues.

Another significant driver of this market is the enhanced risk control on job sites, which assures contractors and subcontractors can concentrate on productive tasks. Furthermore, advanced AI applications, such as autonomous construction machinery, improve on-site efficiency by automating labor-intensive activities like bricklaying and concrete pouring. Concurrently, AI-driven workforce optimization mitigates labor shortages by intelligently distributing workloads, analyzing performance, and allocating resources. The diverse benefits of AI in construction significantly boost the demand for related products and services, propelling market growth.

Key Market Trends & Insights

• North America Artificial Intelligence in construction market dominated the market with 40.4% share in 2023. The factors responsible for this growth are attributed to the huge investments in technology and heavy usage of AI in project management, risk management, supply chain management, and many more fields which is increasing the demand for the product and growing the market in the region significantly.

• The U.S. dominated the North American AI in the construction market with a share of 75.3% in 2023 due to real-time collaborations, stringent regulatory compliances, and technological advancements which led to a surge in the demand for the product and the growth of the market significantly in the country.

• In terms of offering segment, solution offerings dominated the market with a revenue share of 81.7% in 2023. This growth is primarily driven by significant advancements in AI technologies, including Natural Language Processing (NLP), deep learning, and machine learning.

• Based on application, the project management applications segment accounted for the 36.2% market revenue share in 2023. This growth is primarily driven by the integration of machine learning algorithms.

Order a free sample PDF of the Artificial Intelligence In Construction Market Intelligence Study, published by Grand View Research.

Market Size & Forecast

• 2023 Market Size: USD 2.93 Billion • 2030 Projected Market Size: USD 16.96 Billion • CAGR (2024-2030): 26.9% • North America: Largest market in 2024

Key Companies & Market Share Insights

Some prominent companies in the artificial intelligence (AI) sector of the construction market include Microsoft, Oracle, SAP SE, and others. Organizations are striving to expand their customer base to secure a competitive advantage in the industry. As a result, major players are implementing various strategic initiatives, including mergers and acquisitions, along with partnerships with other leading firms.

• Microsoft has entered this market by offering AI solutions like Copilot, Dynamics 365, and Microsoft Azure AI, which enhance daily operations such as client management, marketing, regulatory compliance, and more.

• Oracle is partnering with companies like Rosedin Electric to establish innovative labs in this field and promote market innovation. They provide data-driven decision-making software, including Oracle Construction Intelligence Cloud Services.

Key Players

• Autodesk Inc. • International Business Machines Corporation • Microsoft • Oracle • SAP SE • Trimble Inc. • ALICE Technologies Inc. • BuildingConnected • The Access Group • Doxel.

Explore Horizon Databook – The world's most expansive market intelligence platform developed by Grand View Research.

Conclusion

The global artificial intelligence in construction market growth is driven by AI's ability to prevent cost overruns, enhance 3D modeling processes, and improve project planning through data-driven insights. Additionally, AI facilitates better risk control on job sites, allowing contractors to focus on productivity. Advanced applications like autonomous machinery automate labor-intensive tasks, while workforce optimization strategies address labor shortages. Overall, AI's multifaceted benefits are significantly boosting demand for related products and services, fueling market expansion.

[hajsadhku]

Microsoft Dynamics 365 Services

Microsoft Dynamics 365 services offer a comprehensive suite of intelligent business applications that help organizations streamline operations, improve customer engagement, and make data-driven decisions. By unifying CRM and ERP capabilities into one cloud-based platform, Dynamics 365 enables seamless collaboration across departments like sales, customer service, finance, supply chain, and marketing. Each module—such as Dynamics 365 Sales, Customer Service, Finance, Business Central, and Marketing—is designed to meet specific business needs while working cohesively under a shared data model, enhancing efficiency and visibility.

These services are further empowered by built-in AI tools, real-time analytics through Power BI, and deep integration with other Microsoft tools like Teams, Outlook, and Microsoft 365. Businesses can automate workflows, gain predictive insights, and personalize customer interactions using features like Copilot and Power Platform. Whether for small businesses or large enterprises, Microsoft Dynamics 365 services are scalable and customizable, making them ideal for driving digital transformation and staying competitive in today’s fast-changing market.

[robintechknowledge]

Business Central ERP 

Microsoft Dynamics 365 Business Central is a comprehensive enterprise resource planning (ERP) system designed specifically for small and medium-sized businesses (SMBs). It provides an integrated suite of business management tools that connect various departments, including finance, sales, purchasing, inventory, manufacturing, and project management, into a single, unified cloud-based platform. This integration eliminates data silos, offers real-time visibility across operations, and helps businesses make more informed decisions. Business central, Key functionalities include robust financial management for budgeting, cash flow forecasting, and automated reconciliations; streamlined supply chain management covering inventory control, warehousing, and procurement; and enhanced customer relationship management (CRM) capabilities for lead tracking, sales order processing, and customer service.

One of the primary benefits of Business Central ERP lies in its ability to centralize data and automate core business processes, leading to increased efficiency and reduced manual errors. Its cloud-based architecture provides flexibility and accessibility, allowing users to manage operations from anywhere, on any device. Furthermore, Business Central seamlessly integrates with other Microsoft products like Office 365, Power BI, and Microsoft Teams, fostering improved collaboration and productivity. This native integration allows for deeper insights through advanced analytics and AI-driven capabilities, such as Copilot, which can assist with tasks like generating marketing text, forecasting cash flow, and identifying trends, ultimately empowering businesses to adapt faster and drive sustainable growth.

[nimustech]

Microsoft Copilot in Dynamics 365 CRM: The Future of AI-Powered Business Productivity

In today’s fast-paced, data-driven business environment, productivity tools must go beyond basic automation. They need to empower users with real-time intelligence, remove repetitive tasks, and improve decision-making. Enter Microsoft Copilot in Dynamics 365 CRM—an AI-powered assistant that seamlessly integrates with Microsoft's suite to enhance how teams sell, serve, and engage with customers.

Copilot uses cutting-edge artificial intelligence (AI) and natural language processing (NLP) to analyze data, provide insights, automate tasks, and drive productivity across departments like sales, marketing, and customer service.

What Is Microsoft Copilot in Dynamics 365 CRM?

Microsoft Copilot is a smart AI assistant integrated into Dynamics 365 CRM. It helps users:

Interact with CRM data using natural language

Get AI-powered recommendations and insights

Automate repetitive tasks

Improve communications and customer interactions

Whether you're a salesperson chasing leads or a support agent resolving customer issues, Copilot works in the background to make your day more efficient.

Key Features of Copilot in Dynamics 365 CRM

1. Intelligent Insights & Recommendations

Copilot analyzes historical data and ongoing customer interactions to offer actionable suggestions. Whether it’s identifying leads likely to convert, predicting deal closures, or highlighting customer churn risks, Copilot helps teams work smarter—not harder.

2. Conversational Interface

No need to navigate complex menus. You can ask Copilot simple questions like:

“What’s the status of my open opportunities?”

“Summarize my last call with Client X.”

You get quick, context-rich responses that eliminate the need for digging through multiple records.

3. Automated Workflows & Task Management

From updating records and assigning follow-ups to logging activities, Copilot automates everyday CRM tasks. This significantly reduces manual effort, ensures nothing falls through the cracks, and lets your team focus on strategic actions.

4. AI-Powered Email and Communication Assistance

Drafting personalized emails can be time-consuming. Copilot suggests email content based on customer history, previous interactions, and CRM data. It can also:

Summarize long email threads

Recommend follow-up messages

Suggest attachments and documents from SharePoint

5. Sales Process Optimization

Copilot enhances sales by:

Highlighting stalled deals

Recommending next steps

Analyzing win/loss trends

Forecasting revenue

For example, if a lead hasn’t been contacted in 10 days, Copilot might say:

“This opportunity has had no activity in 10 days. Consider following up with the customer.”

This kind of proactive nudging helps sales reps stay on top of their game.

6. Customer Service Optimization

Customer service agents benefit from:

Real-time response suggestions

Access to relevant knowledge articles

Automated case summaries

This ensures faster resolutions and a more consistent customer experience.

7. Data-Driven Strategy Support

Copilot helps marketing and sales leaders identify patterns in CRM data to fine-tune strategies for customer retention, lead generation, and campaign effectiveness.

Microsoft Copilot in the Dynamics 365 Sales Hub

The Sales Hub App is where Copilot truly shines for sales teams. It helps reps:

Prioritize leads and opportunities

Receive deal health insights

Automate communication

Keep CRM data up-to-date

Use Case Example:

A seller opens an opportunity record. Copilot notices there’s been no engagement for over a week and prompts:

“No activity recorded in 10 days. Consider following up.”

This real-time insight helps the rep prioritize tasks and improve conversion rates.

Core Features in Sales Hub:

✅ Record Summaries

Summarizes key information about leads, opportunities, and accounts—available as embedded widgets on forms.

✅ Recent Changes

Tracks and displays recent updates made to key records using audit logs.

✅ Meeting Preparation

Before a customer meeting, Copilot provides summaries from relevant CRM records to help reps prepare faster.

✅ Email Drafting

Copilot can generate, edit, or improve emails based on the context of a customer’s status, preferences, and history.

Microsoft Copilot in Customer Service

In customer service scenarios, Copilot transforms the way support agents work. It supports them during live conversations and in case management tasks.

Features Include:

AI-generated case summaries

Response recommendations for live chats or emails

Suggested knowledge base articles

Context-aware task updates

Real-World Impact:

Imagine an agent handling a support case involving a product return. Copilot fetches the last interaction, suggests the relevant return policy document, and helps the agent draft a response—cutting response time by over 50%.

How to Enable and Configure Copilot

1. Role Requirements

To use Copilot, ensure proper roles are assigned:

Administrators: System Administrator or System Customizer

Sales Users: Sales Manager or Salesperson

Service Agents: Customer Service Representative or Custom Support roles

Custom roles must be granted the right privileges.

2. License Requirements

Copilot capabilities may require an additional license (free or paid) on top of your existing Dynamics 365 subscription. For the most accurate pricing, consult the Microsoft Dynamics 365 Pricing page or your Microsoft representative.

3. Turning Copilot On in Sales Hub

Steps:

In Sales Hub, go to Change area > App Settings

Under General Settings, select Copilot

Click Turn audit on to enable audit history (required for recent change summaries)

Note: If audit history is already enabled globally or for specific tables (like lead, opportunity, and account), the “Turn audit on” option won’t be shown.

4. Add Copilot Widgets in Custom Forms

If you're using custom forms in Power Apps:

Go to Tables > Forms

Open the form editor

Add a 1-column section

From the Components tab, insert the Record Summary component

Save and publish the form

Integration With Other Tools

Copilot integrates seamlessly with:

SharePoint (to fetch documents)

Microsoft Teams (for collaborative selling)

Power Platform (to build automated flows and apps)

Power Virtual Agents (to extend chatbot capabilities)

This tight ecosystem integration ensures users don’t need to switch between apps to complete their tasks.

Benefits at a Glance

AreaBenefitSalesDeal prioritization, lead conversion insights, sales forecastingCustomer ServiceFaster case resolution, smarter replies, reduced manual effortAdminsEasy setup, role-based access, audit loggingAll UsersNatural language queries, streamlined workflows, AI-powered summaries

Final Thoughts: Is Copilot Right for Your Business?

If your business uses Dynamics 365 CRM, adopting Microsoft Copilot is a no-brainer. It reduces manual effort, enhances data interpretation, and provides personalized, real-time support for teams at every level.

By blending AI with human workflows, Copilot doesn’t replace users—it empowers them. Whether you're a sales leader aiming to hit targets or a support agent trying to resolve issues faster, Copilot makes the experience more productive and less stressful.

Get Started Today

Explore Microsoft Copilot through a free trial or contact your Microsoft partner for implementation support. With Copilot, your CRM system transforms from a database into a dynamic assistant that truly works for you.

[jrsdynamics]

How AI Is Shaping the Future of ERP & CRM Solutions

AI Is Changing the Game for ERP & CRM — Are You Ready?

From smarter decision-making to automating daily tasks, AI in ERP & CRM systems is helping businesses work faster, better, and smarter.

In our latest blog at JRS Dynamics, we explore how AI is: ✅ Automating routine business processes ✅ Enhancing customer experiences ✅ Improving forecasting and inventory planning ✅ Powering tools like Microsoft Copilot in Dynamics 365

Whether you're in manufacturing, distribution, or services — AI is no longer a “future tech.” It’s already transforming how modern ERP & CRM systems work.

Read the full blog here: https://jrsdynamics.com/how-ai-is-shaping-the-future-of-erp-crm-solutions/

[nanforiberica]

MB-7005: Create and Manage Journeys with Dynamics 365 Customer – Your Path to Personalized Engagement

In today’s competitive market, businesses must go beyond traditional customer relationship management. Creating personalized and consistent experiences across the entire customer journey is essential. That’s where Microsoft’s MB-7005: Create and Manage Journeys with Dynamics 365 Customer course comes into play. Offered by Nanfor, this specialized training equips professionals with the skills to plan, execute, and manage effective customer journeys using Microsoft’s powerful Dynamics 365 platform.What Is the MB-7005 Course?MB-7005 is a targeted course that focuses on helping professionals create and manage customer journeys using Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing). This powerful tool enables organizations to automate and personalize marketing communications, drive engagement, and build long-lasting relationships with customers.Key Learning ObjectivesBy enrolling in the MB-7005 course, learners will:Understand the core concepts of customer journeys, including trigger-based actions and personalized content delivery.Learn to create multi-channel campaigns using email, SMS, push notifications, and social media.Gain insight into segmentation, lead scoring, and real-time tracking of customer behaviors.Master the use of Customer Insights to unify data and deliver timely and relevant messages.Learn how to evaluate campaign performance using built-in analytics and reporting tools.This course is ideal for marketing professionals, CRM administrators, and business analysts looking to enhance their ability to design and implement effective customer experiences.Why Choose Dynamics 365 for Customer Journeys?Dynamics 365 Customer provides a unified platform that connects sales, marketing, and customer service. With features like AI-driven insights, automation, and integration with Microsoft tools, it’s the ideal solution for organizations seeking smarter, data-driven engagement.By mastering this platform through MB-7005, professionals can:Increase customer satisfaction and loyalty through tailored communication.Improve campaign ROI with advanced targeting and analytics.Streamline operations by integrating marketing efforts with sales and customer service.Learn with Nanfor – A Trusted Microsoft PartnerAs a Microsoft-certified learning provider, Nanfor delivers expert-led training tailored to industry needs. Their MB-7005 course offers hands-on labs, up-to-date content, and support from experienced instructors, ensuring learners gain real-world skills.Start Your Journey TodayIf you're looking to enhance your customer engagement strategy, MB-7005: Create and Manage Journeys with Dynamics 365 Customer is your next step. Visit Nanfor’s course page to enroll today and transform how you connect with your customers.  For more info visit here:- Prompt engineering con Chat GPT de OpenAI y Microsoft Copilot

[nishantrana]

Use Copilot to summarize cases – Dynamics 365 Customer Service

We can make use of copilot to summarize the cases. It applies to cases that are canceled and resolved also. To enable it Navigate to the Customer Service admin center >> Agent Experience >> Productivity >> Summaries (Manage) Check the Make case summaries available to agents option and save the setting. Now when we open a Case record, we can see the Case Summary card added, collapsed…

[ritikay]

Transforming Field Service with Microsoft Copilot in Dynamics 365: AI-Powered Efficiency for Frontline Teams

In today’s rapidly evolving service landscape, organizations must prioritize efficiency, responsiveness, and informed decision-making. Microsoft Copilot in Dynamics 365 Field Service addresses these demands through the power of generative AI, delivering intelligent assistance tailored to the needs of frontline roles such as managers, dispatchers, and field technicians.

Copilot, embedded within Dynamics 365 and powered by Microsoft Dataverse, utilizes natural language processing and real-time data to assist users in automating tasks, generating insights, and improving productivity across the service lifecycle. From creating work order summaries to recommending technician assignments and optimizing scheduling, Copilot transforms routine operations into streamlined, data-driven processes.

For frontline managers, Copilot enhances oversight by generating automated reports, offering performance analytics, and suggesting strategies for balanced workloads. Dispatchers benefit from AI-powered job matching, automated scheduling, and real-time alerts for conflicts or delays, allowing them to assign tasks quickly and accurately. Field technicians receive step-by-step guidance, instant access to historical data and asset records, and hands-free support through voice commands—boosting their efficiency and confidence on the job.

Key benefits of integrating Copilot into Dynamics 365 Field Service include:

Higher first-time fix rates through enhanced technician preparation

Faster response times and optimized travel via smart dispatching

Improved customer satisfaction due to quicker, more precise service delivery

Greater operational visibility for managers and decision-makers

Real-world use cases highlight Copilot’s impact:

A utilities dispatcher auto-schedules emergency repairs based on technician skills and location, cutting downtime by 30%.

A facilities manager leverages Copilot-generated reports to identify top performers and service bottlenecks.

A technician resolves a complex HVAC issue using AI-driven instructions combined with IoT data and service history.

To get started, businesses must have the correct Dynamics 365 Field Service licensing, integrate Microsoft 365 tools like Teams and Outlook, and train their teams on leveraging AI responsibly and effectively.

[greytrixconnect]

Greytrix to Be a Star as Sage Future 2025’s Gold Sponsor

Greytrix, a prominent service provider of Sage ERP and CRM solutions, has announced its involvement as a Gold Sponsor at Sage Future 2025. The conference will be held on June 3–5, 2025, at the Georgia World Congress Center + Signia in Atlanta, Georgia, USA.

Sage Future 2025 will bring together the most prominent business leaders, technology disruptors, and industry innovators for three days of ground-breaking discussions, AI-powered insights, and unparalleled networking opportunities. Participants will get hands-on experience with technologies like Sage Copilot and learn how automation and AI are transforming the face of business.

Introducing GUMU™ Co-pilot, an AI assistant for Sage Ecosystem

Greytrix’s involvement at the event will include the formal debut of GUMU™ Co-pilot, a cutting-edge AI assistant that seamlessly integrates with Sage ERP and CRM solutions. This innovative technology aims to provide enterprises with intelligent automation, real-time decision-making, and streamlined operations.

Key Features of GUMU™ Co-pilot:Key Features of GUMU™ Co-pilot:

AI-driven insights and reporting

Intelligent workflow automation

Real-time data synchronization across systems

Financial process optimization

Custom dashboards and advanced analytics

Inbuilt security and compliance readiness

What Greytrix Will Showcase at Sage Future 2025

ERP Solutions:

Sage X3

Sage Intacct

Sage 300

Sage 500

Sage 100

CRM Solutions:

Sage CRM

Salesforce

Dynamics 365 CRM

Creatio

Greytrix provides comprehensive consulting and implementation services based on a proven six-step methodology, including discovery, design, go-live, and 24/7 post-implementation support tailored to unique business requirements.

Industry Expertise:

Greytrix has extensive experience in many areas, including finance, supply chain and logistics, distribution, manufacturing, healthcare, e-commerce, and construction, to mention a few.

Why Stop by the Greytrix’s Booth No. 33?

Witness a live demonstration of GUMU™ Co-pilot in action.

Learn how automating end-to-end Sage integration may transform operations.

Explore real-world applications of GUMU™ across sectors.

Meet Greytrix’s leadership and consulting team.

About Greytrix:

Greytrix, with over 25 years of industry experience and a global presence in over 50 countries, is a trusted leader in Sage ERP and CRM systems. Sage’s award-winning GUMU™ integration platform enables seamless integration with top CRMs, eCommerce sites, and third-party apps, boosting productivity, insights, and growth.

Book now — https://outlook.office365.com/book/LetsbookaCoffeeTime@greytrix.com/

[botogon]

Delivering Comprehensive Microsoft Solutions for a Digitally Transformed Future

FOR IMMEDIATE RELEASE

Microsoft Partner UK: Delivering Comprehensive Microsoft Solutions for a Digitally Transformed Future London, UK – April 22, 2025 — As digital transformation accelerates across industries, Microsoft Partner UK (https://microsoftpartner.uk) is establishing itself as a trusted and forward-thinking technology partner for businesses throughout the United Kingdom. With a commitment to excellence and innovation, the company delivers tailored Microsoft-based solutions that empower organizations to work smarter, enhance collaboration, and stay secure in a competitive global market. A Trusted Microsoft Solutions Partner Microsoft Partner UK specializes in implementing and supporting Microsoft’s core technology stack, including Microsoft 365, Microsoft Azure, Dynamics 365, and the Power Platform. By offering fully managed services, licensing, consultancy, and deployment support, the company ensures a seamless and effective transition for businesses into modern digital environments. Key services include: - Microsoft 365 Business Solutions: Seamless integration of Outlook, Teams, SharePoint, and Office applications for improved productivity and collaboration. - Azure Cloud Services: End-to-end cloud migration, configuration, and managed services using Microsoft Azure’s scalable infrastructure. - Dynamics 365 Implementation: CRM and ERP systems to streamline customer engagement, operations, finance, and sales processes. - Power Platform Development: Custom business apps, automated workflows, and intelligent data insights via Power BI, Power Apps, and Power Automate. - Licensing Consultation: Expert guidance on Microsoft licensing plans and compliance for small to large enterprises. - Security & Compliance Solutions: Advanced threat protection, identity management, and data compliance tools aligned with Microsoft security protocols. Embracing Innovation with Artificial Intelligence At the core of Microsoft Partner UK’s mission is a commitment to innovation. Leveraging the AI capabilities of Azure Cognitive Services and Microsoft Copilot, the company helps organizations harness artificial intelligence for enhanced automation, predictive analytics, and intelligent customer service. Client-Centric, Results-Driven With a deep understanding of the local market and sector-specific challenges, Microsoft Partner UK takes a consultative approach to every project. Each solution is designed in close partnership with the client, ensuring alignment with strategic business goals and delivering measurable results. Training & Support In addition to technology deployment, Microsoft Partner UK also offers in-depth user training, ongoing support, and technical consulting. Their certified experts provide a high-touch service model to ensure long-term value and system optimization. About Microsoft Partner UK Microsoft Partner UK is a leading Microsoft Solutions Partner based in the United Kingdom, dedicated to delivering innovative, secure, and scalable Microsoft technologies to enterprises and SMEs. Through an unwavering focus on customer satisfaction and cutting-edge solutions, the company remains at the forefront of digital enablement in the UK. For more information, please visit: https://microsoftpartner.uk