Update on 7/18/2023: Viva Sales is now Microsoft Sales Copilot.
Introducing the world’s first AI copilot in both CRM and ERP
Today we announced Microsoft Dynamics 365 Copilot, providing interactive, AI-powered assistance across business functions—from sales, service, and marketing to supply chain. With Dynamics 365 Copilot, we’re introducing the world’s first AI copilot natively built-in to both CRM and ERP applications.
Copilot brings the power of next-generation AI capabilities and natural language processing to Dynamics 365, working alongside business professionals to help them create ideas and content faster, complete time-consuming tasks, and get insights and next best actions—just by describing what’s needed.
Copilot features are in preview across Dynamics 365 applications and Microsoft Viva Sales. View demos of the capabilities, as well as learn how to access the previews, below.
Copilot in Microsoft Dynamics 365 Sales and Viva Sales
Many sales teams struggle to scale seller experiences. AI can help any sales organization to be more productive and effective, enabling them to automate the sales process and know customers more deeply.
Microsoft Viva Sales, which is included in Dynamics 365 Sales and available for purchase separately for other CRM systems, including Salesforce, revolutionizes the way sellers work by integrating with Microsoft Outlook and Teams to augment a seller’s actions and decisions with AI-powered insights and actions. New Copilot features help sellers save time, boost productivity, lighten workloads, and stay focused on what matters most: connecting with customers and closing deals.
Communicate with customers more effectively with AI-generated emails
Last month, we announced that Viva Sales now generates content suggestions based on customer emails, such as a reply to an inquiry or a request for a proposal—complete with data specifically relevant to the recipient, such as pricing, promotions, and deadlines. The seller simply selects the option to suit their needs and a reply is generated for the seller to review, edit to their liking, and send. The reply is enriched with the combined data from Microsoft Graph—which provides access to people-centric data and insights in the Microsoft Cloud and the CRM system (Microsoft Dynamics 365 or Salesforce®).
Today we are announcing an update—email replies will now move into general availability and on March 15, we will add enhancements to create customizable emails. For example, a seller can generate an email that proposes a meeting time with a customer, complete with a proposed meeting date and time based on availability on the seller’s Outlook calendar.
In addition, a new feedback mechanism allows sellers to rate the AI-generated content with a thumbs up or thumbs down, which helps refine and improve future replies. Sellers can also refine generated results by providing a new prompt that creates an updated response that builds on the previously suggested draft and new context.
By auto-suggesting customizable content, sellers can spend less time composing emails and searching for sales data from colleagues and databases.
Follow up with customers promptly with AI-generated meeting summaries
Sellers often spend hours each day on calls with prospects and customers—and nearly as much time recapping action items for follow-through. To help with that, conversation intelligence provides automated summaries of key topics, issues, and concerns discussed during the meeting.
Now available for public preview in Viva Sales, the new Copilot feature uses natural language capabilities powered by Azure OpenAI Service to intelligently draft a recap of a call with action items and follow-up dates, based on CRM and meeting data. Summaries can be generated for a range of meeting types in Teams, including multi-participant and internal calls, helping sellers stay organized and on top of critical, content-heavy sales meetings.
If you’re not a current customer, start a free 1-month trial of Viva Sales to try Copilot features.
Copilot in Microsoft Dynamics 365 Customer Service
Customer service agents are critical for maintaining customer loyalty, but they often face pressure to resolve multiple customer cases quickly, leading to burnout and decreased customer satisfaction. To address these challenges, agents need tools that can help them streamline tasks across both simple and complex cases, while still providing personalized service that demonstrates their commitment to resolving each issue thoroughly and efficiently.
Now available for limited preview, we’re announcing Copilot in Microsoft Dynamics 365 Customer Service—a range of next-generation AI capabilities that can expedite resolving customer issues and increase satisfaction scores. Copilot provides the agent with 24/7 AI-powered assistance to help them find resources that will help resolve issues faster, handle cases more efficiently, and automate time-consuming tasks so agents can focus on delivering high-quality service to their customers.
Turn service agents into superagents
With Copilot, agents can quickly craft a draft email or chat response to customers with a single click. Copilot understands the context based on the current live conversation; identifies relevant information from trusted websites and internal documents, including knowledgebase articles and previously resolved cases; and crafts a response that the agent can review and send to the customer.
For agents working on emails, Copilot can help create relevant and personalized email responses to customer queries in seconds. Once Copilot synthesizes information and suggests an email draft, agents can review and modify the content before sending it to the customer. Using conversational chat experience, agents can ask Copilot to help diagnose more complex customer issues, discover resolutions, and summarize draft responses with the right tone to the customer—across all communication channels.
With comprehensive and efficient assistance from Copilot, agents can significantly reduce the amount of time spent searching for content and drafting their response, resulting in improved agent productivity and customer experience.
Copilot in Dynamics 365 Customer Service is now in public preview.
Enrich self-service with AI-powered conversational assistance
Organizations can provide an even more powerful conversational experience by leveraging Power Virtual Agents, now enhanced with generative AI capabilities and available today in preview. Customers can self-serve and get their needs more easily solved with highly intelligent conversational bots that use trusted websites and the company’s internal data to resolve customer issues. Additionally, with the continued investment in the open, flexible, and composable Microsoft Digital Contact Center Platform, Nuance is announcing new AI capabilities in Nuance Mix. Dynamics 365 Customer Service, together with Teams, Microsoft Power Platform, Nuance, and Azure, deliver truly transformative experiences for both agents and customers through the contact center.
Copilot in Microsoft Dynamics 365 Customer Insights and Marketing
To meet customer expectations, marketers need to deliver personalized marketing experiences across physical and digital channels. The next-generation AI empowers marketers to proactively target any audience segment in lockstep with market trends and customer demand.
Get to data insights faster and easier with natural language
Marketers have traditionally relied on data analysts, leveraging their skillset to write queries in SQL, to uncover insights from their customer data—which can take weeks for results. With Copilot in Dynamics 365 Customer Insights, marketing teams can engage directly with customer data and discover new information that they may not have been aware of, democratizing access to insights.
With simple prompts, marketers can ask questions using natural language to explore, analyze, and understand customer segment sizes and preferences—no need to be a SQL expert or wait for other teams to process their requests. For example, a marketer might want to identify customers that reside in San Francisco, California, with a high customer lifetime value, who have also made a purchase in the last 90 days. With a few clicks, Copilot produces the results, along with information such as the customers’ average age, product preferences, or average purchase price. These insights can then be configured into a segment to support a campaign. With Copilot, marketers can now get a deeper understanding of their customers in near real-time.
Copilot features in Dynamics 365 Customer Insights are now in public preview.
Use natural language to create audience segments
Market segmentation is an important step to create personalized campaigns based on interests and needs. It also can be a time-consuming process, often requiring knowledge of the complex data structures defined by the marketing database. Query assist, a Copilot capability in Dynamics 365 Marketing, uses Azure OpenAI Service to save time creating or enhancing segments.
Marketers can describe the target audience characteristics by typing a segment description, such as “all contacts under the age of 30 living in New York City.” Rather than manually select data tables, a marketer can simply type a description of the contacts they wish to engage with, and then add the results to the segment builder. By using this simple query approach, marketers can create real-time segments without the need for knowledge of their back-end data, saving hours of time.
Create relevant, compelling, and personalized marketing content faster
Email marketing is a powerful way to engage audiences if the email content is compelling and relevant. Too often, content can begin to feel stale or repetitive over time. Content ideas, a Copilot feature in Dynamics 365 Marketing, inspires marketers by turning topics into suggested copy, helping them move from concept to completion faster.
When editing an email, a marketer can prompt Copilot with up to five key points to get across in the email. The content ideas capability uses Azure OpenAI Service to generate a set of text suggestions—unique content can be used as a starting point when composing marketing emails. It can analyze the organization’s existing emails, in addition to a range of internet sources, to increase the relevance of generated ideas. With Copilot, marketers can save hours of time brainstorming and editing, while keeping content fresh and engaging.
Content ideas and query assist are both available in public preview today. If you are not a current customer, start a free trial for Microsoft Dynamics 365 Marketing to experience the new Copilot features.
Copilot in Microsoft Dynamics 365 Business Central
Compelling product descriptions in online stores boost sales by making products stand out from the crowd. However, producing consistently engaging descriptions on-demand can be challenging, especially when writing product descriptions for dozens or even hundreds of similar products.
Copilot in Microsoft Dynamics 365 Business Central help small and medium-sized businesses to bring new products to market faster by producing AI-generated product descriptions. This Copilot feature suggests copy for engaging product descriptions, tailored to your brand using a product’s title and key attributes, such as color, material, and size. Easily customize the text to your preferred writing style by choosing the tone and length, and make any needed edits before saving. Business Central customers can seamlessly publish the new product descriptions to their Shopify store with just a few clicks.
Copilot in Dynamics 365 Business Central is now in limited preview.
Copilot in Microsoft Supply Chain Center and Dynamics 365 Supply Chain Management
In recent years, many businesses discovered that their current supply chain technologies are ill-equipped for an environment characterized by ongoing disruptions, constraints, and shortages. AI-enabled supply chain management can provide unprecedented visibility and insights, helping to solve disruptions before they happen.
Today we are announcing new Copilot capabilities for Microsoft Supply Chain Center, available to Dynamics 365 Supply Chain Management customers, to better predict and act on disruptions that occur across suppliers, weather, and geographies. Use intelligence from the news module to proactively flag external issues such as weather, financial, and geo-political news that may impact key supply chain processes. Predictive insights surface impacted orders across materials, inventory, carrier, distribution network, and more.
Copilot turns these insights into action with contextual email outreach generated by Azure OpenAI Service to help solve problems in real-time and with ease. With a custom and contextual reply, supply chain managers can save time and collaborate with impacted suppliers to quickly identify new ETAs and re-route purchase orders based on an identified disruption, like a weather event. They can also fulfill high-priority customer orders via an alternate distribution center to ensure they can meet customer demand in full and on time.
Copilot features for Microsoft Supply Chain Center are now in limited preview.
Supercharge the entire customer journey with AI—starting today
With every biannual release wave, Microsoft is enhancing Dynamics 365 applications with new, more powerful AI capabilities to help organizations drive business outcomes, improve operational efficiency, and create exceptional customer experiences.
The capabilities spotlighted today are just the start of AI-powered features to follow across business functions. Stay tuned to this blog, as well as the Dynamics 365 and Power Platform release planner, for further details.
Dynamics 365 Copilot
Interactive, AI-powered assistance across business functions
Microsoft is committed to ensuring that AI systems are developed responsibly and in ways that warrant people’s trust. Learn about our AI principles that empower impactful responsible AI practices at Microsoft, as well as provide a framework for implementing responsible AI practices at our customers’ organizations. And read more about the latest AI breakthroughs with Microsoft Dynamics 365 Copilot on the Dynamics 365 AI webpage.
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