Dynamics 365 CRM - General
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Apr 3, 2024
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AI Summary
- Dynamics 365 Copilot is an AI-powered tool that enhances the productivity and efficiency of various business teams within Dynamics 365 and Microsoft 365.
- Copilot operates within a chat interface and provides quick summaries of sales opportunities, lead updates, meeting preparations, account-related news, and more.
- It seamlessly integrates with Outlook and Teams, facilitating improved data management, and utilizes generative AI capabilities to summarize records and generate email content effortlessly.
- Copilot is compatible with Microsoft 365 applications such as Word, Excel, PowerPoint, Outlook, Teams, and Loop, as well as Dynamics 365 applications including Business Central, Customer Service, Customer Insights, Field Service, Project Operations, Sales, Commerce, Finance, and Supply Chain Management.
- The license requirements for Copilot vary depending on the specific Microsoft 365 or Dynamics 365 application being used.
- Some of the key features of Copilot include drafting and collaborating on documents, generating AI-assisted themes for emails, summarizing cases and conversations, creating work orders, and generating task plans and project status reports.
- To enable Copilot for Dynamics 365 Sales, users can navigate to the Sales Hub, go to App settings, and access the Copilot setup.
- To enable Copilot for Dynamics 365 Customer Service, users need to access the Customer Service admin center, navigate to the Agent Experience or Operations section, and enable Copilot.
- To enable Copilot for Dynamics 365 Business Central, users can go to the App section, access Feature Management, and enable specific Copilot features.
- To enable Copilot for Microsoft 365, users can visit the provided URL and assign the required licenses.
- Copilot can be customized and extended based on specific business needs, with prerequisites including the right licenses and Microsoft Entra ID.
- There are some limitations to Copilot, such as the lack of support for Conditional Access policies in Microsoft 365 Chat and the reliance on high-quality and current knowledge articles for its knowledge-based functions.
- To activate Copilot, certain data needs to be shared with Azure OpenAI geography.
- A minimum of 300 users is required for Microsoft 365 E3 or E5 licenses to enable Copilot.References:
- https://learn.microsoft.com/en-us/microsoft-cloud/dev/copilot/copilot-for-dynamics365
- https://learn.microsoft.com/en-us/training/modules/introduction-microsoft-365-copilot/2-what-is-copilot
- https://learn.microsoft.com/en-us/dynamics365/sales/enable-setup-copilot
- https://learn.microsoft.com/en-us/dynamics365/customer-service/implement/faq-responsible-ai-copilot#what-are-the-limitations-of-copilot-in-customer-service-how-can-users-minimize-the-impact-of-copilot-limitations
- https://learn.microsoft.com/en-us/dynamics365/business-central/bank-reconciliation-with-copilot?tabs=fromlist#prerequisites.
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