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Dynamics 365

Deliver personalized customer experiences with Copilot in Dynamics 365 Marketing and Customer Insights

It’s the dawn of a new era in customer experience where AI is transforming the way businesses connect with their audiences. Microsoft is proud to be at the forefront of this shift, using Azure OpenAI Service to empower marketers with new levels of efficiency and effectiveness. With Copilot in Microsoft Dynamics 365 Marketing and Dynamics 365 Customer Insights, marketers can now take advantage of the latest next-generation AI-powered tools to learn more about their customers, create targeted customer segments, and generate personalized content. These cutting-edge features increase productivity that could have taken hours or weeks to produce, empowering anyone on your team to uncover new data insights and create high-quality email content.

At Microsoft, we believe every business should have the ability to harness the power of next-generation AI. That’s why we’re excited about Copilot in Dynamics 365 and Azure OpenAI Service enabling our customers to do more with less by using these new technologies to be more productive. This is just the beginning, and we can’t wait to see where this technology will take us in the future. Here are just a few of the Copilot capabilities we will release in public preview in the coming weeks within Dynamics 365 Marketing and Customer Insights.

Discover more about your customers, faster

Today, customers expect hyper-personalization from the brands they interact with, which requires marketers to have a deep understanding of their customers. However, this knowledge is often locked away in data platforms and managed by data and analytics teams. Accessing this data and analyzing it using SQL queries can take weeks, delaying marketers from delivering the personalized experiences that customers demand.

The exciting new Copilot feature in Dynamics 365 Customer Insights allows data analysts and marketers to engage directly with customer data using natural language. This saves time for data analysts, allowing them to type the query in their own words instead of identifying the query in SQL. This feature democratizes access to insights, allowing marketers to ask questions using everyday language and receive instant answers, without needing to have the knowledge of SQL programming. With simple prompts, marketers can explore, understand, and predict customer preferences and needs in near real time, reducing the reliance on the data and analytics team to provide them with the customer insights they need.

Copilot enables marketers to create targeted customer experiences and interactions that are informed by data-driven decision making. With access to the natural language data discovery feature in Customer Insights, they can build confidence by validating and discovering customer insights for their marketing strategies. For example, a marketer can ask Copilot how many of their customers fit the profile of currently residing in Washington, DC, who are over the age of 25, who have also attended a promotional event in the last six months. With just a few clicks, Copilot will present the results of their query, including the number of customers that match the attributes or behaviors, as well as other useful information such as the customer lifetime value, product preferences, or average purchase price. Copilot in Dynamics 365 Customer Insights removes the barrier of needing to craft queries in SQL to get a deeper understanding of customers, enabling marketers to speed and scale the delivery of hyper-personalized experiences that customers expect.

Get segment suggestions in a snap

But that’s not all—the work to target the right audience just got easier for marketers, as they can now bypass the time-consuming process of manually building customer segments. With query assist, a new Copilot feature in Dynamics 365 Marketing, marketers can take the guesswork out of targeting the right audience by simply describing the segment in their own words. From there, query assist builds the segment that meets the marketers’ request and enables them to quickly review and modify the list before their next email campaign.

Previously, marketers had to rely on that one person in the company who understands data models and queries to create the target segment. With generative AI targeting, marketers can now quickly go from planning to execution.

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Craft captivating content with ease

Finally, we are excited to share the release of our other Copilot in Dynamics 365 Marketing capability, content ideas, which harnesses next-generation AI to offer unparalleled assistance to marketers in their content creation efforts. Content ideas uses AI to generate content, allowing marketers to save time while still providing engaging and relevant emails for their target audience.

To create this powerful capability, we spent more than 10 months working with hundreds of preview customers, gathering and analyzing marketing emails from the public domain to tune our AI model. The result is a highly accurate and reliable content idea engine that uses Azure OpenAI Service to generate content ideas that marketers can easily edit, personalize, and send to their customers. With the Copilot content ideas feature, marketers can spend less time on copywriting and more time on strategic marketing efforts.

Learn more

The benefits of using Copilot in Dynamics 365 Marketing and Customer Insights are clear—reduced time spent on marketing tasks, improved efficiency, and higher quality content that connect marketing teams with their customers. And let’s not forget the excitement of working with cutting-edge technology that’s paving the way for a new era of marketing.

To go deeper on our newest features for Dynamics 365 Marketing, visit our Microsoft Learn page on AI-powered content creation or AI-recommended segmentation. If you are not yet a Dynamics 365 Marketing customer, check out our Dynamics 365 Marketing webpage where you can take a guided tour or get a free 30-day trial.

Join the waiting list for the Copilot in Dynamics 365 Customer Insights preview today. And visit Dynamics 365 Customer Insights to learn more about our customer data platform and sign up for a free trial.

Finally, to learn more about the depth and breadth of all the new Copilot features that are bringing next-generation AI to every line of business across Dynamics 365, please check out our announcement blog. And for more about the latest AI breakthroughs with Microsoft Dynamics 365 Copilot, visit the Dynamics 365 AI webpage.