Microsoft Copilot & Dynamics 365 Integration
Artificial Intelligence at the service of Business
Working smarter with Microsoft Copilot
EOS Solutions, through the adoption of Microsoft Copilot and integrations with Microsoft solutions, positions itself as a leader in enabling organizations toward an innovative and competitive digital future.
Microsoft Copilot, integrated with Microsoft Dynamics 365 family apps-from ERP to customer experience management-and Microsoft 365, not only facilitates automation but it also extends its capabilities in predictive analytics and actionable insights production, working as an expert advisor for business decisions.
Examples of integration with Business Central ERP and Customer Experience Dynamics apps
Here's what Copilot can do with Microsoft Dynamics 365
Business Central
INTERACTIVE NATURAL LANGUAGE DIALOGUE
Interfacing with Microsoft Dynamics 365 Business Central becomes intuitive via chat, speeding up the search for information and understanding of functionality.
- Are you looking for your data? You may ask Copilot, "Show me the last sales order for Mario Rossi."
- Do you need explanations and guidance for learning Business Central concepts? Ask Copilot, "How can I save list filters so I can reuse them later?"
Business Central
ADVANCED BANK RECONCILIATION
Copilot simplifies financial management by facilitating bank reconciliation and accounting correspondence, improving operational efficiency significantly.
Accountants have to import bank statements and reconcile transactions with bank accounting movements to ensure that all transactions are accounted for. Although Business Central streamlines this activity through rule-based transaction matching, the remaining work required to process transactions without matching each week is still a considerable amount. Copilot reduces accounting activities by matching multiple transactions and suggesting CoGe accounts for recording the leftover transactions.
Business Central
CREATING MARKETING TEXTS FOR E-COMMERCE
From simple images to effective marketing strategies, Copilot integrates automated processes, enriching e-commerce platforms such as Shopify with targeted and personalized content.
- Start with an image
- Enter the features
- Create a marketing card automatically, thanks to AI
- Customize AI suggestions
- Post to Shopify
- Send the item directly to your Shopify store to start selling right away
- Access the corresponding product in your Shopify store as your customers would see it
Business Central
Easily create sales lines
This AI feature in Business Central can accept various input methods, such as free text, files or preset prompts. Microsoft Copilot improves operational efficiency and speeds up the release of sales documents to customers, potentially increasing revenue. The AI assistant intelligently suggests and assists in the creation of sales lines, relieving users from manual entry, ensuring accuracy and saving time through advanced processing capabilities that take into account customers' sales history.
Business Central
Create product information faster
Companies that manage a dynamic product range often find themselves struggling to quickly create product information. Copilot, Business Central's AI assistant, significantly reduces the effort and accelerates time to market for new products, enabling companies to meet customer demands more efficiently.
By suggesting item-related information, such as variants, units, substitutions, and dimensions, Copilot simplifies the process.
Business Central
Data-driven decisions with analysis assistance
Business Central has powerful built-in capabilities to create analytical views of data, but manually constructing those views requires time and skill. Copilot simplifies analysis by transforming raw data into clear views with totals, grouping, pivots, and filters—all from simple text instructions and without ever leaving Business Central. Prompted by just a simple sentence, Copilot can identify trends and anomalies in your data, helping you make data-driven decisions that propel your business forward.
Smart Customer Journey
With Dynamics 365 Customer Insights Journeys, Microsoft's marketing-automation app, and Copilot, you describe in everyday words what you want to create and rely on generative AI for the Customer Journey to be created automatically.
You can write natural language prompts to describe your communication strategy to Copilot. In a few seconds you get a recommended, customized journey with triggers and segments. The more data Copilot has, the more functions it can perform. Copilot also supports marketing by coming up with ideas and text rewrites.
Sales
Increasing Sales Productivity
Microsoft Dynamics 365 Sales continues to offer features that improve customer insight and increase sales through intelligence, collaborative selling, and sales processes optimized by Copilot. A new proposal summary feature summarizes important details associated with a specific contact, opportunity, lead, or account. The summary updates salespeople on budget, authority (decision maker), needs and timing deduced from the proposal documents, and recommends next steps.
Sales
Closing deals faster
Sales has access to detailed AI-based information and actionable recommendations within their workflow, and this enables them to stay on top of email conversations with customers and actions to take after meetings to move deals forward more quickly.
Sales
Qualifying leads
Enhancements to the Dynamics 365 Sales lead qualification system enable assigning opportunities to the appropriate salesperson, viewing an AI-generated summary, and creating multiple opportunities from a single lead.
Copilot and Microsoft 365
Copilot synergically with Microsoft 365 offers features that simplify tasks, automate workflows and improve collaboration.
Don't miss the opportunity to transform your business. To learn more about how AI solutions based on Microsoft Copilot and Dynamics 365 can revolutionize your business environment, contact us.