Welcome to a new era of business efficiency and innovation. With Copilot AI in Dynamics 365, Calsoft Systems brings you the tools to transform your operations, streamline processes, and elevate your business to new heights.
Copilot for Dynamics 365 enhances productivity across diverse business functions such as sales, support, supply chain management, finance, and marketing. By leveraging AI, Copilot offers intelligent suggestions, automates repetitive tasks, and provides valuable insights, empowering smarter decision-making and streamlined operations.
Leverage AI to reduce manual tasks, eliminate errors, and boost productivity. Let AI handle repetition while your team focuses on strategy.
Harness predictive analytics and real-time data to drive growth and improve customer satisfaction.
Deliver tailored experiences with AI. Understand customer needs, predict behavior, and engage with personalized interactions to foster loyalty.
Optimize your supply chain, manage resources, and improve agility with AI-driven recommendations, ensuring quick adaptation to market changes.
Empower your team with Copilot in Dynamics 365 to enhance collaboration, streamline communication, and align everyone towards common goals.
Discover and leverage new business capabilities with Copilot AI in Dynamics 365.
Expand your potential and drive growth with tailored, intelligent solutions.
Microsoft Dynamics 365 Copilot empowers every role and function within your organization with AI. Whether you’re navigating ERP or CRM solutions, Copilot is your trusted companion, streamlining tasks, generating insights, and accelerating productivity.
Faster Product Launch: Automatically match product images to categories and attributes, generate compelling product descriptions, and publish them to your online store.
Efficient Accounting: Reconcile bank account statements faster by leveraging AI to match known transactions and suggest ledger accounts.
Faster Product Launch: Automatically match product images to categories and attributes, generate compelling product descriptions, and publish them to your online store.
Efficient Accounting: Reconcile bank account statements faster by leveraging AI to match known transactions and suggest ledger accounts.
Demand Planning: The new demand planning capability, available in public preview, predicts demand using AI and machine learning models. It considers external data sources, automatically selects the best algorithms, and allows fine-tuning based on business needs. Planners can simulate forecast model changes before application, reducing excess inventory and increasing working capital.
Predictive Insights: Copilot provides real-time data and advanced analysis to forecast actual demand. It considers seasonal fluctuations, market trends, and consumer preferences, allowing adjustments to stock levels for optimal warehouse utilization.
Collaboration and Productivity: Copilot ensures insights are available during work, improving collaboration across supply chain and cross-functional teams. Managers can make informed decisions promptly.
Supply Chain Traceability: When paired with Copilot, Dynamics 365 Supply Chain Management efficiently handles changes to purchase orders, assesses impact and risk, and optimizes sourcing decisions.
Demand Planning: The new demand planning capability, available in public preview, predicts demand using AI and machine learning models. It considers external data sources, automatically selects the best algorithms, and allows fine-tuning based on business needs. Planners can simulate forecast model changes before application, reducing excess inventory and increasing working capital.
Predictive Insights: Copilot provides real-time data and advanced analysis to forecast actual demand. It considers seasonal fluctuations, market trends, and consumer preferences, allowing adjustments to stock levels for optimal warehouse utilization.
Collaboration and Productivity: Copilot ensures insights are available during work, improving collaboration across supply chain and cross-functional teams. Managers can make informed decisions promptly.
Supply Chain Traceability: When paired with Copilot, Dynamics 365 Supply Chain Management efficiently handles changes to purchase orders, assesses impact and risk, and optimizes sourcing decisions.
Collections Management: Collections managers gain quick access to credit and payment history. This helps prioritize and personalize customer communication, leading to increased successful collection rates and proactive customer management.
Automated Data Reconciliation: Copilot reviews transactions across systems, detects anomalies, risks, and unmatched data. It streamlines variance analysis by providing accurate commentary, reports, and insights sourced from various data records.
Productivity Boost: Contextualized prompts and next-best actions simplify tasks, allowing users to move through processes more efficiently.
Collaboration and Reporting: Copilot turns data into presentation-ready visuals and reports, shareable in Outlook and Microsoft Teams.
Collections Management: Collections managers gain quick access to credit and payment history. This helps prioritize and personalize customer communication, leading to increased successful collection rates and proactive customer management.
Automated Data Reconciliation: Copilot reviews transactions across systems, detects anomalies, risks, and unmatched data. It streamlines variance analysis by providing accurate commentary, reports, and insights sourced from various data records.
Productivity Boost: Contextualized prompts and next-best actions simplify tasks, allowing users to move through processes more efficiently.
Collaboration and Reporting: Copilot turns data into presentation-ready visuals and reports, shareable in Outlook and Microsoft Teams.
Licensed Dynamics 365 users can access Copilot’s functionality at no extra cost. The availability of Copilot’s features depends on your Dynamics 365 ERP or CRM solution, as well as your licensing and security roles. Please reach out to us to verify your licensing eligibility for using Copilot.
AI-powered applications designed to help you adapt, innovate, and thrive.
Copilot is an intelligent assistant integrated within Dynamics 365 that enhances productivity and collaboration by providing real-time assistance, insights, and automation.
AI in Dynamics 365 analyzes real-time data, provides predictive insights, and offers smart recommendations, helping you make informed and strategic decisions.
Yes, AI-powered customer insights allow you to understand customer behavior, predict needs, and deliver personalized experiences, improving customer satisfaction and loyalty.
Calsoft Systems offers expert consulting, implementation, and support services to ensure you maximize the benefits of AI and Copilot in Dynamics 365.
Introducing Microsoft D365 Copilot
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Microsoft Copilot update on 2024 Released Wave 1 D365 Business Central
