5 min read

Microsoft Dynamics: Copilot Your Way to Business Success

Microsoft Dynamics: Copilot Your Way to Business Success
Microsoft Dynamics: Copilot Your Way to Business Success

You’re at an industry event. An acquaintance just told you about a technology integration that has made his job easier and allowed him to excel in his role. With it, his company can predict equipment failures before they happen, their sales team is closing deals faster, and their customer service team is resolving customer issues quickly and effortlessly.

Would you want to hear more?

If so, you’re in the right place. In this article, we unpack the details about the dream-team combination of Artificial Intelligence (AI) and Microsoft Dynamics 365 working together. These powerful technologies, both groundbreaking on their own, are revolutionizing businesses when correctly implemented together.

Sad fact: According to Statistica, the leading difficulty companies faced in adopting artificial intelligence (AI) within their organization was the limited AI skills, expertise or knowledge. Nearly a third of organizations faced this issue in their attempts to successfully adopt AI projects.

When you’re in business, lack of expertise should never be a barrier to growth, especially when we’re talking about a tool whose insights and efficiency will make everyone’s job easier.

In this blog, we provide an overview of the Copilots within Dynamics 365, highlighting their capabilities and advantages, and demonstrate why they can be essential tools to increase productivity and profitability for SMBs and Enterprises.

And for a more in-depth look at Copilot’s specific benefits, at the end, you’ll find a link to our new ebook, The Ultimate Guide to Microsoft Copilots and Dynamics 365.

Keep reading to learn more about the compelling advantages of AI for SMB and Enterprise businesses via Microsoft Copilot and how working with a partner like TrellisPoint can provide the guidance and implementation expertise you need to get up and running.


AI and Microsoft Dynamics: The New Dream Team


Businesses in the Dynamics 365 space understand the high-level benefits of the platform as a whole – improved business efficiency and productivity, enhanced customer relationships, scalability and flexibility, data security and compliance, and cost-effectiveness. But incorporating AI via Microsoft Copilot vastly amplifies the platform’s value.

Embedded within Dynamics 365, Copilot leverages large language models to understand a company’s data and workflows. This integration allows it to gather necessary information to gain insights and achieve better outcomes in less time.


A game-changer for Operations

More than any other area of a company, Copilot’s value in Operations is unmatched. Though the details are too expansive for this blog, Copilot is turning Operations teams into well-oiled machines with benefits from supply chain optimization, predictive maintenance, and inventory management. You can find out more in our ebook, linked below.

Copilot’s team-specific value

Below are just a few examples of what AI Copilots help businesses achieve within different departments:

  • Sales Copilot provides lead scoring, suggests personalized recommendations and communications with customers, as well as next-best action guidance. 
  • Finance Copilot excels at invoice and expense prediction, risk mitigation, and anomaly detection and can even develop financial models. 
  • Customer Service Copilot summarizes conversations, uses automated responses to resolve issues faster, and recommends solutions. 
  • Security Copilot improves detection and incident response while prioritizing user privacy and feedback. 
  • Customer Insights in Dynamics 365 (formerly Dynamics 365 Marketing) is an AI-driven customer data platform that empowers marketing, sales, and service teams to deliver personalized customer experiences. 

Benefits for Executives

In addition to the above advantages for teams, AI Copilots in Dynamics 365 offer executives unmatched benefits that drive a competitive edge, including:

  • Real-time insights and predictive analytics empower informed decisions and the power to swiftly adjust strategies, allocate resources accordingly, and remain on top of market shifts. 
  • Improved visibility and control via automated reporting and a holistic view of business performance across all departments. 
  • Increased efficiency and productivity through prioritized agendas based on urgency and importance, to maintain focus on high-impact issues. 
  • Enhanced employee experience and engagement with simplified data access and analysis across the organization. 

No Matter What Your Role or Business, Copilot Makes Your Job Easier


The transformational benefits of Copilot for business transcend specific teams and departments. The platform holds vast value for executives, ultimately saving time, powering team productivity, increasing efficiency, and propelling data-driven decisions for a competitive edge.

For organizations with more specific needs, you can create your own custom Copilot to collect specific data and define tasks. As you interact with your “bespoke” Copilot, it will learn, adapting to your specific data and needs, becoming more helpful as time passes.


TrellisPoint: Your Copilot Partner


AI is here to stay, and embracing it with Dynamics 365 and Copilot can drive success for your organization. If you want to learn more, look no further than our eBook, The Ultimate Guide to Microsoft Copilots and Dynamics 365. This comprehensive guide will inform your journey, deepen your knowledge, and unlock the full potential of Microsoft AI in Dynamics 365 for your enterprise or small business.

Be sure to explore the infographic in our ebook for more about specific Copilot examples, and reach out to learn more about how we can help you design and implement your own customized Copilot experience.


About the Author


TrellisPoint helps businesses grow with our expert optimization of the Microsoft Dynamics 365 and Power Platform suite.

Our customers understand there is no substitute for 20+ years of deep experience transforming and personalizing departments like Sales, Marketing, Project Operations, and Customer Service - all backed by cutting-edge decision-making analytics.

Copilot & Dynamics 365 FAQ

  1. How does Microsoft Dynamics Copilot ensure data privacy and compliance, especially in industries with stringent regulatory requirements?

    Data Privacy and Compliance with Microsoft Dynamics Copilot: Microsoft Dynamics Copilot is designed to align with Microsoft's strong commitment to security, privacy, and compliance. This involves implementing advanced security measures, such as encryption in transit and at rest, to protect sensitive data. For industries with stringent regulatory requirements, such as healthcare and finance, Microsoft Dynamics Copilot integrates compliance features that adhere to regulations like HIPAA, GDPR, and others. Microsoft also provides tools and documentation to help businesses understand and manage their compliance posture effectively. However, it's essential for businesses to conduct their own compliance assessments and possibly customize their implementations to meet specific legal and regulatory standards.
  2. In what ways can businesses customize Microsoft Dynamics Copilot to suit their unique operational needs and industry-specific challenges?

    Customization of Microsoft Dynamics Copilot for Business Needs: Microsoft Dynamics Copilot offers a range of customization options to accommodate the diverse needs of businesses across different sectors. This flexibility comes from its modular architecture, allowing companies to select and tailor specific features, workflows, and AI capabilities that align with their operational requirements and strategic goals. Customization can be achieved through development tools provided by Microsoft, including a robust API ecosystem and Power Platform integrations. These tools enable businesses to create custom apps, automate workflows, and leverage AI insights tailored to their unique challenges. Engaging with Microsoft partners and consultants can further enhance customization efforts, ensuring that the implementation of Dynamics Copilot is optimally aligned with the business's objectives.
  3. What are the long-term benefits and potential ROI (Return on Investment) businesses can expect from integrating Microsoft Dynamics Copilot into their operations, considering the initial setup and ongoing maintenance costs?

    Long-term Benefits and ROI from Microsoft Dynamics Copilot Integration: The integration of Microsoft Dynamics Copilot into business operations can offer substantial long-term benefits, including increased efficiency, enhanced decision-making capabilities, and improved customer experiences. By automating routine tasks and providing advanced analytics and predictive insights, businesses can significantly reduce operational costs and free up human resources to focus on strategic initiatives. The AI-driven insights can also help companies identify new market opportunities, optimize their supply chains, and tailor their offerings to meet customer needs more precisely, leading to increased sales and customer loyalty. While the initial setup and ongoing maintenance of Dynamics Copilot involve costs, the potential for productivity gains, cost savings, and revenue growth contribute to a positive ROI over time. However, the exact ROI will vary depending on the specific implementation, industry, and how effectively a business leverages the system's capabilities.
Organizational AI Readiness: 6 Steps to Success

Organizational AI Readiness: 6 Steps to Success

Remember the Palm Pilot? Or Google Glass? These once-hyped technologies promised to revolutionize everyday life, only to join bag phones and floppy...

Read More
Time-Saving Microsoft 365 Features

Time-Saving Microsoft 365 Features

The world of Microsoft applications has grown exponentially over the past 10 years. Odds are that you are using more than a few Microsoft apps in...

Read More