AI & Microsoft Copilot:
The Next Evolution in Business Functionality

AI & Copilot:
Redefining The Way We Work

AI and Copilot

We are entering a new era in software development. Artificial intelligence (AI) and large language models (LLMs) are reshaping the world of business applications, and Microsoft is at the forefront of this transformation. With AI models having been integrated into a wide variety of Microsoft business applications to date and new iterations on the horizon, Microsoft is forever changing the way organizations function. By enabling you to operationalize data, your company can now confidently make strategic predictive decisions. And with recent advancements in generative AI, Microsoft is now automating the monotonous tasks required to keep your ERP and CRM running effectively. Allowing your employees to focus on more meaningful work, leaving data entry, note-taking, and even content creation to AI.

The following sections will dive deeper into the functionality and benefits of different AI-enabled Microsoft software solutions.

Artificial Intelligence (AI) & Microsoft:
Transforming Business Operations

Microsoft’s AI-infused business solutions are changing the way organizations work. With these solutions, you can harness the power of artificial intelligence to streamline your operations and optimize your business processes. For example, by leveraging advanced machine learning algorithms, Microsoft Power BI can analyze vast amounts of data, identify patterns and trends, and provide real-time predictions and recommendations in digestible visualizations. Thus allowing you to make faster, more informed decisions, reduce operational costs, and improve overall efficiency. These solutions are highly customizable and can be tailored to meet your organization’s specific needs, allowing you to adapt quickly to changing business requirements.

In short, Microsoft’s AI-infused business solutions revolutionize the way you do business and help you stay ahead of the competition in a rapidly evolving business landscape by mitigating the following common organizational pain points:

Inefficient workflows: Microsoft AI tools like Power Automate can automate routine tasks and streamline workflows, reducing the time and effort required for repetitive tasks.

Poor customer engagement: Microsoft AI-powered tools such as Dynamics 365 Customer Insights can help businesses better understand customer needs and preferences, leading to more personalized and effective customer engagement.

Data overload: With large amounts of data generated daily, businesses can struggle to process and make sense of it all. Microsoft AI can help by analyzing data and extracting insights businesses can use to make informed decisions.

Cybersecurity threats: Cybersecurity threats are a constant concern for businesses of all sizes. Microsoft AI-powered security tools like Azure Sentinel can help companies detect and respond to security threats more quickly.

Inaccurate predictions: Microsoft AI-powered predictive analytics tools can help businesses make more accurate predictions about future trends and outcomes, reducing the risk of costly errors.

Overall, Microsoft AI can help your business overcome various challenges, from automating repetitive tasks to improving customer engagement and data security.

AI & Copilot Experience: The Future of Work

Generative AI is transforming the next era of business applications. At the forefront of this shift is Dynamics 365 Copilot, leading the way by incorporating the latest AI breakthroughs in every line of business. The result is that Microsoft Copilot is poised to change the way we work forever by improving not only the customer experience but also the employee experience and overall operational efficiency.

As Microsoft continues to develop these generative AI integrations into its already robust suite of business software, the level of productivity and creativity that businesses can achieve will continue to expand. As this happens, users will begin to expect the CRM and ERP applications they use to include AI-powered capabilities. Concurrently, customer expectations will increase, influenced by organizations integrating this technology. Thus, it is imperative to incorporate AI-powered Copilot Apps in your workplace to operate competitively.

This necessitates you to ask yourself – Do you want to operate at the cutting edge and be part of the new wave of organizations utilizing AI to increase sales and ensure timely manufacturing, product delivery, and exceptional customer service?

Microsoft Copilot:
Supercharge & Streamline Processes & Uplevel Productivity Using Copilot

AI and Copilot

The productivity tools of the last decade have shifted the way organizations operate. By operationalizing data, Microsoft software has enabled businesses to work smarter and make proactive data-driven decisions to increase efficiency and profits. While this is a fact, we all have experienced a day at work where, despite the tools at our disposal, our creativity and productivity were bogged down by endless emails or Team meetings. To overcome this drudgery and enable you to operate more efficiently, Microsoft has created Microsoft 365 Copilot.

Microsoft 365 Copilot brings the power of large language models (LLMs) to the workspace, enabling you to employ artificial intelligence to uplevel organizational productivity like never before. By leveraging the Microsoft Graph and Microsoft 365 apps, along with the potency of LLMs, Copilot transforms your words into an unparalleled productivity tool. By integrating Copilot into your work, your organization can realize the following benefits:

Efficient & Effective Content Creation: Use Copilot in Microsoft 365 applications like Word and PowerPoint to unleash creativity. Work side-by-side with Copilot to produce creative content at unparalleled speed. Using natural language prompts and your company data to create website copy, PowerPoint slide decks, and more. Experience with Copilot in content creation is designed to streamline tasks and make Copilot an integral part of your flow of work.

Simplified App Building: Use Copilot inside Power Apps to create customized low-code applications for your business. With the ability to transform simple natural language prompts into functional applications for your organization, Copilot unlocks a world of opportunity.

Better Team Collaboration: Copilot within Teams ensures every meeting is productive. By transcribing meetings and pulling out relevant information, Copilot can recap Teams meetings in real-time. It can even extract convergent and divergent topics, list action items, and pull in relevant company content to create a meaningful summary available to you, even if you missed the meeting. This enhancement in the user experience across Microsoft Teams exemplifies the new era of AI in the workplace.

Improved Customer Service: Copilot for Microsoft D365 Customer Service enables your customer service representatives to offer better service faster. Copilot can draft relevant responses to customer queries by combining internal company data and your organization’s website in real time. Your customer service agent can then review the text and cited sources, editing as desired before sending the response.  Copilot is designed to help with both efficiency and data protection, ensuring responsible AI usage.

Faster Sales Cycles: Copilot’s integration with Microsoft D365 Sales enables your sales team to work more effectively. Employ Copilot to recap sales meetings, email clients with relevant project progress updates and schedule sales meetings using natural language prompts. Copilot can help sales teams get things done faster, enhancing both work and life.

Overall, Microsoft 365 Copilot is a revolutionary tool that helps your organization maximize its productivity by leveraging the power of large language models. By integrating Copilot into your work, you can create content at unparalleled speed, simplify app building, improve team collaboration, offer better customer service, and close sales faster. Thus, Copilot enables you to work smarter by using artificial intelligence to streamline your workflows and unlock new opportunities. Regardless of industry or business model, Microsoft 365 Copilot is an essential tool that can help you take your organization’s productivity to the next level.

Copilot & Microsoft 365

Microsoft Copilot’s integration with Microsoft 365 applications is set to change how you and your team interact with the productivity applications you know and use on a regular basis. Implementing Microsoft Copilot for Microsoft 365 into your organization’s everyday operations will enable faster, more creative output from your employees and give your company an edge over those slower to adopt. With the ability to extend Copilot for Microsoft 365 across your entire organization, it becomes accessible to everyone, transforming how tasks are completed each day.

Let’s take a closer look at the benefits to be realized through these integrations:

Copilot in Microsoft Word:

Never again will you or your employees spend time staring at a blank page, thinking about where or how to begin. With Copilot in Word, you can skip this stage of the process and begin editing the first draft the Copilot created for you. This can quite literally save hours in writing, researching, and editing – and while Copilot is not going to always produce the document you are looking for right away, it will give you a great starting point from which you can prompt it to shorten, rewrite and edit as you see fit. Of course, you are still the author, and your ideas will be at the forefront of the document, but the speed and ease at which you create will be drastically increased. This means more time for strategic projects and less time wrestling with writer’s block. New Copilot features streamline tasks and unleash your creativity, making it an entirely new way to work with AI.

Copilot in PowerPoint:

The ease at which Copilot can produce content for you within PowerPoint is unmatched. Using the power of LLMs, Copilot can build an entire slide deck with a single prompt. It can pull from previously created relevant content to update a sales pitch for a new client or to present data analytics to stakeholders. This ease of use translates into more productivity overall. For example, your sales team can spend more time interfacing with clients and potential prospects while producing even better and more relevant sales presentations in fractions of the time.

Copilot in Excel:

Copilot within Excel can analyze data and extract relevant trends formatting them into professional visualizations in mere seconds. This can be invaluable in the time saved. In addition, the ability to go from data to presentation ready in moments allows you to easily showcase value to stakeholders in record time. Combine this with the presentation powers of Copilot in PowerPoint, and you can go from data import to presentation and record time, closing deals and solidifying value propositions with data-backed insights with previously unfathomable ease.

Copilot in Outlook:

Take your time back and spend less time performing reactive “busy work” with Copilot in Outlook. For example, with the ability to quickly summarize long email threads so you’re no longer searching through a series of reply-all messages for the relevant content. This, combined with the ability to prioritize your inbox and draft reply suggestions quickly, allows you to keep your email inbox clear and organized in a fraction of the time. The new Copilot is designed to be used every day, enhancing your ability to work efficiently.

Copilot in Teams:

Copilot in Microsoft Teams is the assistant you always wanted. Utilizing the power of LLMs, Copilot summarizes discussion points in real-time. No longer the need to pause discussion to take notes, Copilot will note who said what and where team members or stakeholders aligned and disagreed. Copilot in teams will even produce a list of suggested action items again in real-time so you never walk away from a meeting again empty-handed. Beyond meetings, Copilot can summarize Teams chats, draft replies and even pull up content relevant to the conversation so you and your staff can stay current and move forward on all your project initiatives.

Implementing Copilot into Microsoft 365 applications empowers organizations to operate more effectively. By streamlining daily tasks, your teams and your organization can spend less time in the Outlook inbox and prioritize more meaningful, creative work.

Copilot & Viva Sales

As a Dynamics 365 Sales user or as a standalone offering integrated with Salesforce, you can benefit from Viva Sales. This powerful tool optimizes your sales team’s productivity by streamlining workflows, so your sales representatives can focus on selling and engaging with customers. With advanced automation, Viva Sales allows you to save time and effort on busy work. With the recent addition of Copilot, Viva Sales now offers even more capabilities to help you work more efficiently and effectively

Copilot can automate tasks such as email replies and meeting scheduling. It can auto-generate email responses to clients and suggest meeting times based on mutual availability via Outlook calendar data. You can also quickly craft follow-ups, recaps, and sales proposals after meetings, based on information from the meeting and relevant data from your CRM. Copilot can refine email replies based on additional natural language prompts you provide, making them perfectly tailored to your needs. Additionally, you can explore the data sources behind Copilot’s generated replies with ease and give instant feedback via “thumbs up” or “thumbs down” to improve its generated replies over time.

Overall, Viva Sales with Copilot offers an innovative solution to sales management that can help your business drive revenue growth. By automating tasks and improving workflows, you can optimize your sales team’s productivity and focus on building relationships with customers. With the ability to extract data from various sources and implement feedback, Copilot will become an invaluable asset to your sales team.

AI-Powered Features for Copilot & D365 Customer Service

The Copilot feature now available within Dynamics 365 Customer Service represents a significant advancement in the realm of customer care. By leveraging AI-powered technology, agents are empowered to provide exceptional service. Copilot provides contextual answers to queries in both chat and email by drawing upon knowledge bases and case history to ensure that the required expertise is always readily available. Copilot will compile the relevant data into a reply that your agent can then review, edit as they see fit, and send off to the customer in a matter of minutes. This not only saves your agent time but resolves customer issues quickly and easily, boosting overall customer satisfaction.

Additionally, the Conversation Boosters feature in Power Virtual Agents makes it easier than ever to rapidly create your own virtual agents. These AI-powered customer service agents can efficiently retrieve answers from designated company websites and internal knowledge bases through the utilization of Azure OpenAI Service and Bing. Together, these innovative capabilities offer an elevated customer service experience, benefiting both live agents and customers alike.

Copilot & Dynamics 365 Marketing

Dynamics 365 Marketing offers marketers the ability to utilize Copilot to create a target customer segment by describing their characteristics in plain language. This innovative feature includes a query assist feature, allowing your marketers to generate a precise target segment without requiring expertise in database management or complex querying languages.

Additionally, Copilot provides your marketers with a quick and effortless way to generate fresh email campaign content. By using key topics suggested by the marketer, along with existing marketing emails and a variety of internet sources, Copilot suggests ideas that are relevant to the target audience, boosting the effectiveness of email campaigns. This ensures that your marketing team can efficiently create successful campaigns, saving both time and effort.

toy boxes in small shopping cart on laptop, e-commerce concept

Copilot & Dynamics 365 Business Central

Copilot in Dynamics 365 Business Central simplifies the process of generating product listings for e-commerce platforms. With Copilot, you can quickly create product descriptions that include key attributes like color, material, and size. These descriptions can be customized further by selecting a preferred tone of voice, format, and length, resulting in more engaging content for online storefronts.

For D365 Business Central customers using Shopify, publishing products with descriptions to your Shopify store is a seamless process that requires just a few clicks. This integration enables you to easily manage product listings and maintain consistency across multiple channels, saving valuable time and effort.

Copilot & Microsoft Supply Chain Center

As a Microsoft Dynamics 365 Supply Chain Management customer, you can access Copilot in the Microsoft Supply Chain Center. This tool will help you proactively identify external issues such as weather, financials, and geography that could affect your key supply chain processes. Copilot provides predictive insights that will alert you to impacted orders across materials, inventory, carrier, distribution network, and other areas.

and other areas.

With Copilot, you can automatically draft an email to alert impacted partners and take action to mitigate potential disruptions before they happen. This allows you to stay ahead of potential issues and ensure that your supply chain processes remain efficient and effective. So if you want to optimize your supply chain management and minimize the risk of disruptions, Copilot is an essential tool to have in your arsenal.

Microsoft Copilot and D365 Supply Chain Center graphic

Get Started with Copilot: Business + Solution Assessment

A business value and solution assessment using the Microsoft Catalyst IDEA framework is designed to assist your organization in achieving its desired business transformation. By working with a dedicated Avantiico consultant you can shift your organization from its current operational state to the future state you want and envision. This process begins with an IDEA and is broken into the following action-oriented steps:

Envisioning workshop:

Where Catalyst-trained Avantiico consultant will guide you through the process of identifying desired operational changes and co-creating an innovative business blueprint for your organization’s desired digital transformation.

Business Value Assessment (BVA):

This stage is guided by insights (blueprint) from the envisioning stage. Here you get to see the true benefits of your potential future state of operations. Your Avantiico Catalyst consultant will break down the quantifiable economic impact to be realized by your organization through the implementation of Dynamics 365 applications.

Solution Assessment:

This is a collaborative process where stakeholders are brought together to review the details of organizational objectives, current processes, and technology. Of course, your Avantiico Catalyst consultant will guide you through this process. The end result is “buy-in” across your organization and a custom-built strategic roadmap to guide your organization’s digital transformation from the current state to envisioned state.

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