Do you know how to use Dynamics 365 Copilot?

Last updated by Khaled Albahsh [SSW] 10 months ago.See history

Do you find yourself endlessly clicking through reports in your CRM system to find information about clients? What if there was a way to query all your sources for any information you like? Dynamics 365 Copilot can be helpful for:

  • Decision making – You can use it for real-time insights and next-best-action recommendations. This is helpful for decision-making processes, streamlining operations and reducing cost.
  • UX - Dynamics 365 Copilot can improve the user experience by providing real-time assistance and insights. For example, you can use it to process customer data quickly and make predictions.
  • Versatility - Dynamics 365 Copilot offers you a real-time, AI-powered assistant across sales, customer service, marketing, or supply chain management (Dynamics 365 Sales , Dynamics 365 Customer Service).

Note for developers: You should use the Sales Copilot deployment guide to ensure proper installation and setup. Remember to verify that users have the appropriate security roles assigned.

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