Transform how your teams work with AI-powered assistance built directly into Dynamics 365. Natural language queries, intelligent automation, and predictive insights—all at your fingertips.
Microsoft Copilot is an AI-powered assistant embedded directly into Dynamics 365 applications. It uses large language models and your business data to help users accomplish tasks faster, make better decisions, and focus on high-value work.
Instead of navigating complex menus or writing queries, users simply ask questions in natural language—and Copilot delivers instant, contextual answers and actions.
Ask questions and give commands in plain English—no technical expertise required.
Copilot understands your business data and provides relevant, actionable insights.
Get answers, summaries, and recommendations in seconds—not hours.
Built on Microsoft's trusted cloud with enterprise-grade security.
Streamline financial processes, accelerate reporting, and empower your finance team with AI-driven insights.
Ask questions like "Show me all overdue invoices over $10,000" or "What's our cash position this month?" and get instant answers without building reports.
AI predicts when customers will actually pay—not just when invoices are due. Improve cash flow forecasting and collection prioritization.
Automatically flag unusual journal entries, duplicate invoices, and suspicious transactions before they become problems.
AI-powered document recognition extracts data from vendor invoices automatically, reducing manual entry by up to 80%.
Machine learning analyzes historical data, seasonality, and external factors to predict demand with greater accuracy.
Get AI-generated summaries of customer accounts, vendor histories, and transaction details on any record.
"Show me which customers are likely to pay late this month and suggest collection actions" — Copilot analyzes payment history, identifies at-risk accounts, and recommends prioritized follow-up steps.
Empower sales and service teams with AI that handles routine tasks so they can focus on relationships.
Copilot drafts personalized follow-up emails, proposals, and responses based on conversation context and customer history.
Get instant briefings before customer calls—recent interactions, open opportunities, support tickets, and recommended talking points.
AI analyzes deal characteristics and predicts win probability, helping reps prioritize the opportunities most likely to close.
Automatically transcribe and analyze sales calls, extracting action items, objections, and coaching opportunities.
Service agents get instant summaries of customer cases, related issues, and resolution history—no more reading through lengthy threads.
Copilot recommends relevant knowledge articles and past solutions based on the current case context.
"Draft a follow-up email to Sarah about our enterprise proposal, mention the ROI discussion from our last call" — Copilot creates a personalized email referencing specific conversation points and next steps.
Bring enterprise-grade AI to small and mid-sized businesses with intelligent assistance across all business processes.
Automatically generate compelling product descriptions, marketing copy, and catalog content from item attributes.
AI matches bank transactions to ledger entries automatically, dramatically reducing month-end reconciliation time.
Copilot analyzes order history to suggest items customers frequently buy together, increasing average order value.
Predict stock requirements based on sales trends, seasonality, and lead times to optimize inventory levels.
Ask business questions in natural language: "What were our top 10 products last quarter?" or "Which customers have overdue balances?"
Automatically match incoming electronic invoices to purchase orders and receipts with AI-powered validation.
"Create product descriptions for our new furniture line" — Copilot generates unique, SEO-friendly marketing text for each item based on dimensions, materials, and style attributes.
Our experts will help you enable Copilot, train your team, and maximize the value of AI across your organization.