Dynamics 365 Copilot for financial accounting, supply chain, forecasts, and sales processes
Microsoft-developed AI tool Copilot in business solutions Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Sales (CRM) helps to automate processes more effectively, predict events, and make timely decisions.
Be smarter and operative
Promptly notice discrepancies, deviations from standards, or delays.
Complete tasks more promptly
Create data reports, share them, and automate reminders.
Always stay informed
Manage the supply chain, plan more effectively, and inform partners.
Sell more effectively
Engage AI in customer communication to significantly reduce manual work.
Advantages of Copilot in Dynamics 365 Finance and Supply Chain Management
Copilot is included in Dynamics 365 solutions. Communication takes place in English.
Transaction reports, risk assessments, discrepancies using all financial sources
Data reports or summaries from various sources that can be shared via Microsoft Teams and Outlook
Summary of customer obligations fulfillment and automated personalized reminders for payment
Supply chain transparency based on processes or changes therein enables timely determination of delivery times and notification of stakeholders
Effective demand planning based on historical periods and key criteria
Guaranteed data security
Advantages of Copilot in Dynamics 365 Sales (CRM)
- Information about sales opportunities and prospects, changes and new sales deals.
- Record summaries, current information about customers and potential revenue.
- Integration of new emails into Dynamics 365 Sales, linking Outlook emails with CRM records.
- Preparing responses to emails using pre-prepared questions or asking new ones.
