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Copilot for Dynamics 365 needs clean data and a clear process
Copilot suggests; people decide. It drafts a reply, proposes a bank match or sums up an opportunity. Then a person checks it before anything posts or goes out. That makes it useful for slow, repeated work. It also means the result is only as good as the data underneath.
So we start with the process and the data, not with the feature list. Some item records may have gaps, or one customer may sit across several duplicate records. We fix that first. Otherwise Copilot will sum up the mess faithfully.
Microsoft Copilot features we set up most in Dynamics 365
Bank reconciliation
Business Central suggests matches between bank statement lines and ledger entries. It also proposes accounts for lines that do not match.
Marketing text
Draft product text for items, built from their attributes. Someone reviews it before it reaches a web shop.
Copilot sales summaries in Dynamics 365
Short summaries of accounts, deals, emails and meetings in Dynamics 365 Sales, so reps can prepare in minutes.
Service replies
Draft replies and case summaries in Customer Service, based on your knowledge articles.
Analysis help
Help building list analyses in Business Central from a plain request.
Custom agents
Copilot Studio agents that answer staff questions from your policies and data. We build them where no standard feature exists.
Sales line suggestions
Business Central proposes sales order lines from a customer's past orders or a pasted request. The user reviews and inserts them.
E-document matching
Business Central matches incoming e-document lines to purchase order lines. A clerk then confirms the result.
Before switching on Copilot for Dynamics 365, we check
- ✓Which features are available in your region, language and license
- ✓Whether the records underneath are full enough to give useful output
- ✓Who reviews Copilot's suggestions and how you record that
- ✓What data each feature can read, and that permissions are right
- ✓How you will measure whether it is saving time
- ✓Whether your policies let data move to another Azure region when a feature needs it
Questions about Microsoft Copilot for Dynamics 365
Does Copilot cost extra?
Some features do and some do not. Business Central and Dynamics 365 licenses include some Copilot features. Others, and Microsoft 365 Copilot, need their own license. What is on offer changes as Microsoft releases features, so we confirm it for your tenant during scoping.
Does our data train Microsoft's models?
No. Microsoft states that it does not use customer data from Copilot in Dynamics 365 to train its foundation models. Copilot also works within your existing security roles, so it only sees records the signed-in user can already see. We walk your team through Microsoft's current documentation during setup.
Talk to us about your project.
Tell us what you run today and what has to change. A senior consultant replies with a written next step.