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Dynamics 365

Introducing new Copilot experiences to boost productivity and elevate customer experiences across the organization 

Microsoft Copilot presents an opportunity to reimagine the way we work—turning natural language into the most powerful productivity tool on the planet. With AI, organizations can unearth value in the mountain of data across productivity tools like Microsoft 365 and business applications.

To this end, earlier this year, we introduced Microsoft Copilot for Dynamics 365, the world’s first AI copilot natively built for CRM and ERP. Since then, more than 130,000 organizations have experienced copilot capabilities in Microsoft Dynamics 365 and Microsoft Power Platform firsthand. In fact, a survey revealed that 70 percent of the Copilot users were more productive, 73 percent could complete tasks faster, and 68 percent of users improved the quality of their work.1

Organizations, however, depend on a range of business applications across roles and functions, from customer relationship management (CRM) systems for marketing, sales, and service roles to enterprise resource planning (ERP) systems for finance, supply chain, and operations departments. At Microsoft Ignite, we are announcing new Microsoft Copilot experiences that empower organizations to unlock value from a multitude of systems of record. In conjunction with these copilot experiences, we are announcing new and updated copilot capabilities in Dynamics 365 applications.

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Microsoft Ignite 2023

Access recordings of keynotes and sessions, including opportunities to learn about the copilot capabilities announced.

Announcements include:

  • Updates to Copilot for Dynamics 365 to drive efficiency across the organization, featuring capabilities that help marketing, sales, and field service professionals provide exceptional customer experiences.
  • Introduction of Microsoft Copilot for Service and Microsoft Copilot for Sales, the evolution of Sales Copilot, bringing together the power of Copilot for Microsoft 365 with role-specific insights and actions. Both provide flexibility to integrate with an organization’s existing contact center and CRM systems respectively. 

Together, these capabilities empower organizations to harness secure and enterprise-ready, generative AI experiences, helping employees to perform at their highest potential across every role and function. 

Copilot for Service

Boost productivity in the tools already used each day.

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Reimagine ways to drive efficiency across the organization with Copilot for Dynamics 365

We’re introducing new and enhanced copilot capabilities for Dynamics 365 that help marketers, sellers, and field service professionals elevate customer experiences.

The following Copilot updates are in addition to recently-announced copilot and demand planning capabilities for Microsoft Dynamics 365 Supply Chain Management, as well as the 2023 release wave 2 for Dynamics 365 and Microsoft Power Platform, a six-month rollout of new and enhanced capabilities scheduled for release between October 2023 and March 2024.

Copilot delivers answers and information to field service workers in a chat-based conversation

Field service workers depend on quick access to a variety of customer and technical information precisely at the moment it is needed. A recent survey by Microsoft highlighted that not being able to easily find the information they need ranks in the top five disruptive issues faced by frontline workers in their current day-to-day role.2 This can significantly affect key performance indicators such as first-time fix rates, customer satisfaction, and retention.

We’re introducing AI-powered experiences for Microsoft Dynamics 365 Field Service, available for preview in December, that enable frontline workers to quickly access information on a job site by asking questions in conversational language, directly within Teams.

A GIF depicting asking questions about work orders using Microsoft 365 Chat in Microsoft Teams.

We’re also announcing the general availability of AI-assisted work order creation and technician scheduling, and the public preview of financial and inventory data flow between Dynamics 365 Field Service and Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management. Additionally, Microsoft Dynamics 365 Guides and Microsoft Dynamics 365 Remote Assist are available at no additional cost.

Explore the full set of updates to Dynamics 365 Field Service.

Reimagining CRM systems with natural language experiences

The innovation and scale of Copilot have established Microsoft Dynamics 365 Sales as an innovative leader in sales technology, as recognized by Gartner and Forrester. Copilot in Dynamics 365 Sales enhances seller productivity and effectiveness in their flow of work, enabling them to automate the sales processes and make informed decisions with AI-powered insights and actions. Copilot features help sellers save time, boost productivity, and eliminate mundane workloads to maintain focus on connecting with customers and closing deals.

We’re announcing new copilot experiences in Dynamics 365 Sales that allow sellers to interact with their data using natural language.  

Now in preview, sellers can use their own words to get contextual insights and recommendations for leads and opportunities.

In addition, Copilot in Dynamics 365 Sales has a new full-screen view where sellers can use natural language or prebuilt prompts to gain a quick understanding of customers, deals, meetings, forecasts, and more. The feature is now available in Asia and Europe and will be available in North America in December.

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Deliver more personalized customer experiences with Copilot in Dynamics 365 Customer Insights

New capabilities for Microsoft Dynamics 365 Customer Insights provide a deeper understanding of target customers and segments, helping to hyper-personalize campaign content and improve engagement.

Available for preview in December, sellers can use Copilot in Dynamics 365 Customer Insights to instantly generate a customer profile summary—including demographic, transactional, behavioral, and analytics data—to uncover key insights on customers. The capability is available for organizations that have both Dynamics 365 Customer Insights and Dynamics 365 Sales Enterprise or Premium subscriptions.  

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We continue to build capabilities that enable a seamless handoff from marketing to sellers. Now in preview, marketers can qualify their leads using metrics such as engagement scores, ensuring marketing and sales teams maximize the opportunity pipeline and improve win rates.  

Adding to our growing ecosystem, we’re announcing a unique partnership with Optimizely. In preview this December, organizations can use the segments and journeys built in Dynamics 365 Customer Insights directly within Optimizely. This enables Optimizely users to build personalized campaigns in real time without writing any code. Through bi-directional integrations, organizations can deliver hyper-personalized omnichannel experiences across web, social, email, and offline channels.

GIF depicting that Optimizely users can build personalized campaigns that can be personalized in real time without writing any code.

Bring together the power of Copilot for Microsoft 365 and business insights and actions

Most organizations depend on a range of applications to manage the business, including CRM, ERP, and supply chain management systems. Integrating innovative technology, like generative AI, into these systems can be challenging—especially when security, privacy, and compliance are a top priority.

Responding to this need, we’re introducing a new category of Microsoft Copilot solutions that tap into data from various applications—including Microsoft 365 and third-party systems of record—to bring a new level of efficiency and automation to business functions across the organization. 

Modernize the contact center with Microsoft Copilot for Service

In a recent Microsoft survey, it was revealed that three out of four customer service agents feel less inspired and motivated by their work. With insufficient focus time, over half of them are struggling to deliver exceptional customer service and efficiently address customer issues.2 The surveyed agents express confidence that AI can positively impact their performance, as well as provide, analytical insights, including trend and sentiment analysis. 

We’re meeting the needs of service agents with a Microsoft Copilot solution that integrates generative AI capabilities into the tools and processes that they depend on every day. Microsoft Copilot for Service integrates an organization’s trusted knowledge with the power of Copilot for Microsoft 365 to boost agent productivity in the tools they already use every day, such as Outlook and Teams; providing AI-guided answers and resources personalized for each customer issue and conversation. 

Microsoft Copilot for Service provides the flexibility to integrate with an organization’s existing CRM and contact center systems. Organizations can train Microsoft Copilot for Service using trusted websites, knowledgebase articles, files, and other critical data sources from their existing contact center to unlock generative AI-powered guidance across all of their data. Microsoft Copilot for Service provides out-of-the-box integrations with Salesforce, ServiceNow, and Zendesk, and can be extended to other systems through a vast array of more than 1,100 prebuilt and custom connectors.

Microsoft Copilot Studio

Learn more

Copilot for Service can be further customized with Microsoft Copilot Studio, also announced at Microsoft Ignite 2023. With Copilot Studio, service teams can fine-tune copilot experiences by incorporating their own data, logic, and actions tailored for specific scenarios, frequent conversations, or other unique use cases.

Copilot for Service will be available in preview in early December and generally available in early 2024. Pricing is USD50 per user per month. Learn more about Microsoft Copilot for Service.

Unlock sales productivity in the flow of work

Microsoft Copilot for Sales is the evolution of Sales Copilot, used by leading brands including 10,000 sellers within the Microsoft sales team. A recent survey revealed that 83 percent of Microsoft sellers claim that Microsoft Copilot for Sales helps them improve productivity, with sellers saving an average of 90 minutes per week.2 Read our ebook on the AI advantage for sellers for details. 

Copilot for Sales brings together the power of Copilot for Microsoft 365 in seller workflows, using customer data within the CRM system they already use, along with information in documents, email, and chats from Microsoft 365 applications.

The innovations enabled in Copilot for Sales include a newly integrated experience with Microsoft Word and Teams. Sellers can prompt Copilot to create a meeting preparation brief in Word, automatically populated with customer information such as an account and opportunity summary, names and titles of meeting participants, pending tasks, and highlights from recent meetings and email threads. In addition, meeting recaps in Microsoft Teams can surface action items and tasks, key performance indicators (KPIs), and sales keywords mentioned. These experiences help sellers save time and energy, generate innovative ideas, build stronger customer relationships, and ultimately close more deals.

GIF depicting prompting Copilot to create a meeting preparation brief in Microsoft Word.

Like Copilot for Service, sellers can customize AI-assisted sales processes with Copilot Studio, bringing tailored experiences informed by their own data, logic, and actions for specific scenarios.

Copilot for Sales2 will be available in the first quarter of 2024 for USD50 per user per month.

Learn more at Microsoft Ignite

Register for Microsoft Ignite to access on-demand recordings of keynotes and sessions, including opportunities to learn about the copilot capabilities announced. You have the opportunity to engage with the global community online, regardless of your location, and participate in live discussions at no cost. To get started, we recommend the following sessions: 

In addition, learn more about what’s possible with Copilot for Dynamics 365 and get started on your journey today. 

1 Microsoft WorkLab, What Can Copilot’s Earliest Users Teach Us About Generative AI at Work?

2 Microsoft 2023 Work Trend Index survey

3 Dynamics 365 Sales Enterprise and Premium customers will retain rights to capabilities in Sales Copilot. As today’s news demonstrates, copilot capabilities in Dynamics 365 Sales will continue to innovate. To get the full value of the new Copilot for Sales, including access to Copilot for Microsoft 365, customers will work with their Microsoft account representative to upgrade.