Dynamics 365 Copilot Explained: Top 10 Things You Need to Know

Microsoft have announced Dynamics 365 Copilot, a series of generative AI features for Sales (CRM), Customer Service, Power Virtual Agents Chatbots, Customer Insights, Marketing, Business Central (AI for Small Business), Supply Chain, Power Apps, Power Automate and AI Builder.
In this video I take you through the Top 10 things you need to know to get across this announcement and what it means for the future of your business applications.
Full details of the announcement and fully narrated versions of these video demos from Microsoft can be found here: cloudblogs.microsoft.com/dyna...

[@TechValleyJeff]

You have great communication skills, Lisa. Being able to rapidly explain feature sets for each important app in CoPilot is not easy. You made it look easy. I’m looking forward to seeing more videos on your channel. Thank you. You have great communication skills, Lisa. Being able to rapidly feature important.

[@LisaCrosbie]

Thank you so much, really appreciate that 😍

[@TechValleyJeff]

@@LisaCrosbie You are most welcome.

[@CloudhoundCoUk]

As always educational no fluff. Thank you so much.

[@sedman5179]

Very well communicated, great work, thanks for the overview.

[@DanielChristian19]

Very informative. Thanks Lisa!

[@LisaCrosbie]

Hey Daniel, thank you 😊

[@MarkKnoppler]

Awesome stuff. Really thanks for sharing. Can't wait to try it out

[@DaveSHarris]

Thank you!

[@jburke3464]

Awesome video!

[@harishkoranne7734]

Hi can we create comprehensive profiles for each account which includes Geographic Insights: Highlight countries where most business is conducted or Product/Service Preferences to understand which lines of business are most successful using copilot for sales

[@user-jv3rf5wl8u]

Hi, you are doing great job. but I want to know the field service and outlook how to use copilot please explain that?

[@RRSustainibility]

Great video, Lisa. Question, does the sales insight also have the capability to ask question like in marketing you shown in the video?

[@LisaCrosbie]

No it doesn’t but if you want to ask those kinds of questions across your sales data you can connect it to Customer Insights which is where that feature looks amazing (#6 in this video)

[@haridurai9453]

Good video. Copilot is that available for D365 F&O ?

[@LisaCrosbie]

Yes, here are the details of what's available learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations

[@toniheinio626]

Hi Lisa, is the copilot preview available as default in Viva Sales or do I need to activate it somehow? I tried to play around with this in my Dynamics trial environment but could not find the "try it out now" link when composing an email. Thanks!

[@LisaCrosbie]

To get that part enabled you need to open Viva Sales in Teams and go to settings. You’ll find an opt in toggle for the email generation there.

[@PrasannaAthukuri]

Hi Lisa, how to integrate the copilot preview for ask a question in the environment.

[@LisaCrosbie]

From the bottom left of the screen in Sales Hub, go into App Settings, and you'll find it in the menu there to enable it.

[@PrasannaAthukuri]

Thank you@@LisaCrosbie for reply. Is it possible to send the suggestions to agent after the chat conversation is ended using copilot in dynamics 365? If it is possible, can you please elaborate.

[@LisaCrosbie]

That sounds like a different use case than Sales - there is also a Copilot for Dynamics 365 Customer Service which does that - summarises the case, summarises the chat. I haven't done a video on that yet but it's on my list.

[@yvonneharlan8837]

Wouldn’t it be cool if you could use copilot to summarize news for you

[@LisaCrosbie]

You can. But it doesn’t tell me what I think it have my particular personality or take on the situation. 😊

[@yvonneharlan8837]

How did you get access to the app?

[@loriemeans3627]

Thank you for your explanation and details of so much information. I agree with @TechValleyJeff.