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Dynamics 365 Copilot

Copilot inside Dynamics 365, set up properly.

Copilot in Dynamics 365 helps sales, marketing and service teams summarise records, draft emails and campaigns, build customer segments in plain language and resolve cases faster. We set it up, prepare your data and train your people, and your data stays in its secure partition and is never used for training.

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Related services

Dynamics 365 services we deliver.

Copilot works best on a Dynamics 365 system that is set up well and kept current. These are the services around it.

Dynamics 365 Sales

Pipeline and account management with Copilot summaries and suggested next steps.

Dynamics Sales

Dynamics 365 Customer Service

Case handling with AI assistance and self-service in customer preferred channels.

Dynamics Customer Service

Dynamics 365 Marketing

Segments, emails and campaigns drafted with Copilot in natural language.

Dynamics Marketing

Business Central

AI suggested product descriptions and marketing copy for your items.

Dynamics Business Central

Dynamics 365 support

Ongoing technical and user support to keep your CRM secure and easy to use.

Dynamics 365 support

Copilot readiness

A roadmap for AI that matches your goals and organisational readiness.

Copilot readiness assessment

2 hours

for our Copilot readiness workshop

20+ years

of Microsoft experience behind the team

1 working day

to hear back from us after you get in touch

How we work

How a Dynamics 365 Copilot project runs.

01

Discovery

We look at how your sales, marketing and service teams use Dynamics 365 and where Copilot would save them time.
02

Design

Which Copilot features to switch on for each team, the data they draw on and the security settings that go with them.
03

Build

We configure Copilot in your Dynamics 365 apps, tidy the data it relies on and test it with a pilot group.
04

Train

Role based training so each team knows how to use Copilot in the work they do every day.
05

Go live

We roll out across the teams, gather feedback and adjust, with Dynamics support available afterwards.

FAQ

Frequently asked questions.

What does Copilot do in Dynamics 365?

It automates smaller tasks, turns data into summaries, suggests email and campaign content, builds customer segments from natural language and helps service teams resolve cases faster.

Is our data used to train the AI?

No. Your data stays in its secure partition and is never used for training.

Can Copilot help with product descriptions?

Yes. It can suggest product and service descriptions and marketing copy based on attributes such as colour, material and size.

How do we get started?

With a demo or our two hour readiness workshop, which sets out what you need in place before rolling Copilot out.

Talk to our Dynamics 365 team.

Tell us what you are working on and we will come back to you within one working day to arrange a call.