AI powered productivity across CRM and ERP
Organisations using Microsoft Dynamics 365 can enhance productivity and insight across sales, service, operations and finance with Copilot. Copilot for Dynamics 365 embeds generative AI directly into business workflows so users receive contextual summaries, predictive suggestions and simplified data interaction without changing applications. This helps teams reduce routine tasks, improve decision making and focus effort where human judgement matters most.
This service helps you assess readiness, configure Copilot roles and connect CRM, ERP and analytics data so AI responses are relevant and aligned to your business context. We plan and deliver pilot deployments, expand across selected modules and support adoption with training, governance and usage reporting. After rollout you receive documentation and dashboards to monitor performance and guide continuous improvement.
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Service Overview
Highlights
- AI assistance across Dynamics 365 apps (Sales, Service, Finance, Supply Chain)
- Automated record updates, insights, and forecasting
- Context-aware Copilot prompts for every role
- Secure governance and compliance configuration
- Modular rollout across business units or enterprise
Business Benefits
- Improve sales forecasting and pipeline accuracy
- Enhance customer service with faster, AI-powered case resolution
- Increase finance productivity with automated reporting and analysis
- Optimise supply chain with predictive insights and scenario modelling
- Drive adoption of Dynamics 365 by embedding AI into daily workflows
Typical use cases
- Sales teams seeking faster pipeline updates and forecasting insight
- Customer service teams handling high case volumes
- Finance teams automating analysis and reporting tasks
- Operations teams using predictive insights in supply chain workflows
- Organisations piloting AI features within Dynamics 365 before scaling
Objectives & deliverables
What Success Looks Like
- Improve productivity across CRM and ERP processes using AI assistance
- Reduce time spent on routine data entry, reporting, and analysis
- Ensure Copilot outputs are relevant to roles and business context
- Establish a governed, supportable Copilot deployment
- Create a foundation for expanding AI use across Dynamics workloads
What You Get
- Dynamics Copilot readiness & licensing assessment
- Secure configuration of Copilot across Sales, Service, Finance, Supply Chain
- Governance baseline with DLP, retention, sensitivity labels
- Role-based prompt libraries tailored to departments (Sales, Finance, Ops, HR)
- Training packs and adoption comms for end users
- Dashboards for usage and adoption success metrics
- Scaling and governance runbook for enterprise rollout
How It Works
- Readiness & Planning - review Dynamics workloads, confirm licensing, assess governance
- Pilot Deployment - enable Copilot for one Dynamics module (e.g., Sales or Finance), train users, measure results
- Scale Rollout - expand to multiple modules, refine prompts, adopt governance dashboards
- Operate - provide roadmap alignment, governance updates, adoption refreshers
Engagement Options
- Starter Pilot - enable Copilot for one Dynamics module, 50–100 users
- Scale Program - extend across 2–3 modules, role-specific prompts, adoption program
- Enterprise Rollout - organisation-wide rollout across multiple modules, advanced governance, integrations
- Operate - monthly governance reviews, new use cases, roadmap alignment
Additional Information
Security & Compliance Notes
- We configure Copilot deployments in Dynamics 365 with DLP, retention, sensitivity labels, and audit logging. Our frameworks align with GDPR, ISO 27001, and industry-specific standards such as SOX for finance or GMP for supply chain.
Common Bundles
Customers who use this service often bundle with these services
Dynamics 365 Sales Enablement
Configure Dynamics 365 Sales processes, data model, security and reporting so teams manage pipelines consistently and reduce sales administration.
Dynamics 365 Customer Service Delivery
Implement Dynamics 365 Customer Service to standardise case management, improve resolution times, and give managers clear visibility into service performance.
Copilot for Sales
Embed Copilot into Outlook and Teams to surface CRM insights, automate updates and help sellers focus on closing deals.
Copilot for Customer Service
Embed Copilot into customer service workflows to provide contextual guidance, draft responses, and faster, more consistent support across channels.
Copilot Roadmap Workshop
Facilitated workshops define Copilot priorities, align stakeholders, assess readiness, and produce a clear adoption roadmap with governance outputs.
Copilot Studio Plugin Development
Custom Copilot Studio plugins connect Copilot to internal systems and APIs, enabling users to query data and trigger actions securely.
Frequently Asked Questions
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