CoPilot in Dynamics 365

Maximizing Productivity and Efficiency with AI:
How Microsoft Copilot Empowers Businesses in Dynamics 365

With the rise in cloud technology, it’s no surprise that many businesses are choosing Dynamics 365 and Microsoft 365 as their cloud business solutions. Among its many benefits are the capacity to handle financial management, safeguard data, conduct real-time data analysis, and enhance collaboration and productivity. Furthermore, with its latest AI feature, Copilot, it offers a significant competitive advantage over other cloud business solutions. 

Copilot in Dynamics 365 Business Central

Copilot in Dynamics 365 Business Central will help you work smarter, faster, and better. Whether you need to find information quickly, automate tedious tasks, generate creative content, or optimize your business performance, Copilot in BC is ready to help you with: 

  • Natural Language Chat 
  • Enhanced Bank Reconciliation 
  • Marketing Text Suggestions 
  • Inventory Forecasting 
  • Late Payment Prediction 
  • Cash Flow Analysis, and more.  

Copilot in Dynamics 365 Sales

Dynamics 365 Sales CoPilot helps sales teams optimize their customer interactions and close more deals. It analyzes email and calendar data and provides personalized insights and recommendations for each opportunity. With CoPilot in D365 Sales, you can: 

  • Get real-time feedback on your communication style and tone, and learn how to improve your rapport with customers. 
  • Identify the best time and channel to reach out to your prospects, and follow up with them at the right moments. 
  • Discover the key decision-makers and influencers in your accounts, and tailor your messages to their needs and preferences. 
  • Track the sentiment and engagement of your customers, and detect any signs of risk or churn. 
  • Leverage best practices and tips from successful salespeople, and benchmark your performance against your peers. 

How to Get Started with Dynamics 365 + CoPilot?

Introducing Microsoft Copilot, an AI-powered assistant that offers personalized recommendations, simplifies data analysis, and enables businesses to optimize their operations by making data-driven decisions.

It is designed to make work easier across different roles within a business, enabling teams to achieve more with less effort.  

Explore the Benefits of Copilot for Different Role Types


Microsoft Copilot 365 can help accountants automate tasks such as invoicing, reporting, reconciliation, etc. by generating accurate and compliant documents based on data from their ERP (e.g., Dynamics 365 Business Central). Copilot can also provide insights and recommendations on cash flow management, budgeting, forecasting, etc. by analyzing data trends and patterns


Executives can quickly access a holistic view of their organization’s performance, enabling them to make data-driven decisions with ease. They’ll have relevant tools and insights to make informed decisions, drive growth and improve overall business performance.

Data Analysts

With Copilot, data analysts can easily access insights and make predictions, streamlining their data analysis process and helping them to uncover hidden patterns.

E-commerce Manager

When integrated with an e-commerce site, Microsoft AI Copilot offers personalized recommendations based on customer behavior, purchase history and other data points enabling them to target their marketing efforts better. Copilot in Dynamics 365 Business Central will also simplify the creation of product listings for online sales by suggesting creative and customized product descriptions.

Inventory manager

Copilot can help inventory managers optimize their inventory levels by providing forecasts and alerts based on demand patterns, seasonality factors, and supply chain constraints. It can also generate purchase orders and replenishment plans based on inventory data and vendor information. Copilot will suggest relevant vendors, items, and prices. This can help users complete tasks more efficiently and accurately.

IT manager

Copilot can help IT managers reduce the complexity and cost of managing their IT infrastructure (e.g., the Microsoft Azure Cloud) by providing guidance and best practices on how to configure, secure, and update their CRM/ERP environment. It can also troubleshoot issues and provide solutions based on error logs and diagnostics. 


Salespeople can boost their productivity and performance by generating email responses to customers based on CRM data such as product information, pricing details, meeting summaries etc. Receive suggestions on cross-selling and upselling opportunities based on customer behavior and preferences


Marketers can simplify their workflow in data exploration, audience segmentation, and content creation by having a dialogue with their customer data platform using natural language. Copilot Microsoft can also generate personalized marketing campaigns based on customer segments using AI-powered content generation tools.

Businesses Prefer Microsoft Dynamics 365


of Fortune 500 companies choose Dynamics 365 or Power Platform


customers use Copilot features in Dynamics 365 or Microsoft Power Platform

30 yr

history of enhancing and redefining CRM and ERP solutions

Empower Your Role

No matter which role you play in your organization, Copilot in Microsoft 365 and Dynamics 365 ensures that you get to your destination more efficiently and effortlessly. If you’re looking to improve your solutions, work with a reputable Microsoft dynamics partner like Technology Management Concepts to guide you in maximizing the potential of your business operations. 

Contact us to learn more about the Microsoft 365 and Dynamics 365 suite. Guide you through the features and benefits of this powerful solution and help you implement it successfully in your business. 

Chat with a Customer Service Rep.

Available Monday-Friday
9 AM to 6 PM Pacific Time.

Call Us

Available Monday-Friday
9 AM to 6 PM Pacific Time.
CALL +1-310-559-3982 >

Request a Demo

Have a Dynamics 365 expert
contact you for an ERP Demo.

Copilot in Microsoft 365

D365 Business Central

Dynamics 365 Sales