Category: AI

  • Enhancing Dynamics 365 with Copilot Studio

    Enhancing Dynamics 365 with Copilot Studio

    Copilot and Copilot Studio represents an exciting opportunity for businesses to enhance their operations and customer interactions. While chatbots and other AI assistants are nothing new, their use is limited to the task they were created to do. However, powerful, customisable, AIs like Copilot can enhance business processes and the customer experience.

    Copilot can offer staff deeper insights and enable faster, more informed decision-making, it enhances both efficiency and engagement. When paired with Copilot Studio, this technology becomes a powerful tool for customising AI to meet the unique needs of your business.

    With Copilot Studio, organisations can build smarter workflows, create advanced customer interactions, and tailor solutions to their goals, all within the familiar environment of Dynamics 365. It’s not just about adopting AI; it’s about empowering your teams to work smarter and engage more meaningfully with customers.

    However, without knowledge of Copilot Studio or its capabilities, organisations are missing out on insight and opportunity, both in terms of improving internal processes and missed revenue.

    microsoft copilot studio logo

    Internal Benefits: Enhancing Employee Productivity and Collaboration

    Internal processes often involve repetitive tasks that few employees enjoy but do so because it’s what’s required. And, more often than not, because that’s the way it’s always been done. This kind of thinking is dangerous in any business trying to grow. Maintaining the status quo because improving a process is too hard, too uncomfortable or there’s a fear of redundancy harms the entire organisation.

    Using AI to carry out mundane, competitive tasks such as data entry, updating CRM records, and generating reports eliminates inefficiencies and frees up staff for other tasks. Copilot Studio can be programmed to automate workflows, it’s simply just a case of identifying where it can be of most use and putting Copilot to work.

    How it can Help:

    • Automatically logs customer interactions into Dynamics 365 after calls or emails.
    • Sends follow-up reminders to team members based on pre-set triggers like an unresolved service request.
    • Generates custom reports from Dynamics 365 data without manual intervention.

    Configuration Insight:

    • Triggers and Actions: Use Power Automate alongside Copilot Studio to create workflows. For example, a trigger like a completed customer survey can prompt an automated action, such as logging feedback and notifying the account manager.
    • Custom Workflows: Configure specific actions based on business needs, such as automatically assigning leads to the right sales rep by training Copilot to recognise keywords in customer queries.

    1. Empowering Teams with Real-Time Assistance

    Employees often need immediate access to insights during customer interactions, particularly in a customer service setting. Copilot Studio can provide this support by analysing live data and delivering actionable recommendations directly within Dynamics 365.

    This augments the training team members receive and helps to onboard new employees getting them up to speed faster. By having a Copilot feeding information to team members they can provide a more responsive and relevant service to customers.

    In a service-focused business, Copilot can make recommendations based on the requirements recorded in Dynamics, providing prospects and clients with a solution that more accurately meets their needs.

    How It Helps:

    • Provides real-time product recommendations during customer calls.
    • Highlights cross-selling or upselling opportunities by analysing purchase history.

    Configuration Insight:

    • Knowledge Base Integration: Link Copilot Studio to Dynamics 365 Sales records to ensure employees have access to the latest customer information.
    • AI Training: Configure Copilot to process live sentiment analysis, offering sales reps real-time cues to guide conversations.

    2. Knowledge Management

    Accessing internal knowledge efficiently is a challenge for many organisations purely because of the size of the business and, therefore, the amount of data housed. Add in disparate systems, across multiple departments or even subsidiaries and data retrieval and knowledge management is a big job.

    A CRM, like Dynamics 365, allows you to consolidate those data sources into a single location. Or at the very least, allows you to access it via a single-entry point. However, the amount of information is still vast. Copilot Studio can serve as an AI-powered assistant, enabling employees to retrieve documents, policies, or training materials with natural language queries.

    How It Helps:

    • Copilot can find relevant policies or guides instantly when employees input questions.
    • It provides updates from internal knowledge repositories without manual searching.

    Configuration Insight:

    • Document Integration: Connect SharePoint, OneDrive, or Teams to Copilot Studio. Use indexing and tagging to ensure AI prioritises relevant results.
    • Intent Modelling: Train Copilot to understand specific terminology used within the organisation, ensuring employees receive accurate responses tailored to their roles.

    3. Data Accuracy and Governance

    Maintaining accurate and clean data in your Dynamics 365 CRM is essential. Without reliable data, the CRM ceases to function as a viable business tool. Customer data can’t be trusted, reports can be littered with errors and customers receive the wrong email communication. Data accuracy is everything.

    Copilot Studio can support your efforts in this area by automating validation, flagging errors, and preventing duplication. When you can trust your data, you can do more and go faster.

    How It Helps:

    • Alerts users to duplicate records when entering new customer data.
    • Validate required fields before allowing records to be saved.

    Configuration Insight:

    • Validation Rules: Set up custom validation rules in Dynamics 365, such as requiring email addresses for new leads. Copilot can be configured to enforce these rules.
    • Cross-Referencing: Link external databases or APIs to ensure data consistency and verify information in real time.
    ms copilot logo

    External Benefits: Transforming Customer Engagement

    Copilot Studio can also be put to use in improving communication and interaction with your customers. Increasing engagement increases the influx of data into your business, which further underscores the importance of being able to trust the data and, therefore, put it to good use.

    1. Personalised Chatbots for Customer Support

    Chatbots built with Copilot Studio go beyond standard FAQs by integrating with Dynamics 365 to deliver highly personalised customer interactions. Chatbots built in Copilot Studio are powerful because not only can you provide it with programmed responses to specific questions, but you can also govern where it goes looking for information.

    You can target specific websites or even just web pages. Or the whole of the internet. Naturally, the broader the knowledge base the greater the chance for errors simply because it won’t be able to determine if one source can be trusted over another.

    The sources you choose will directly impact on the success of your chatbot.

    How It Helps:

    • Resolves customer queries by pulling up order histories or account details.
    • Escalates complex issues to human agents with all relevant contexts included.

    Configuration Insight:

    • Custom Conversation Paths: Use Copilot Studio’s dialogue builder to design paths based on specific customer needs, like refund requests or order tracking.
    • Integration with Dynamics 365: Connect chatbots directly to customer data fields, ensuring real-time responses are accurate and contextually relevant.

    2. Sales Enablement

    AI-powered bots and assistants can simplify the sales journey by guiding prospects through product information or assisting with appointment scheduling. AI-powered chatbots now have the potential to manage purchases with the user never having to leave the page they were on. Combined this with personalised product recommendations based on order and search history and you have an immensely powerful customer engagement tool at your disposal.

    On the professional services side of things, Copilot can interact with prospects on your website and schedule a meeting with a member of your sales team. It speeds up the sales process and doesn’t require prospects to pick up the phone. Copilot can create a new record in the Dynamics 365 CRM, populate the relevant person’s calendar and send an alert email.

    How It Helps:

    • Provides tailored product suggestions based on browsing behaviour.
    • Automates appointment scheduling for prospective clients.

    Configuration Insight:

    • Recommendation Models: Train Copilot on historical sales data and customer preferences. Integrate with third-party recommendation engines for added precision.
    • Calendar Integration: Sync Copilot with Dynamics 365 and Outlook calendars to enable seamless scheduling directly from chatbot interactions.

    3. Customer Insights and Journey Mapping

    Understanding customer journeys is an integral part of any customer engagement strategy but insights aren’t always apparent and mapping every journey every customer made is impractical, despite its value. Copilot Studio offers tools to map interactions and highlight opportunities for improvement and can do so in moments.

    This level of insight and the time saved is incredibly powerful when utilised correctly.

    How It Helps:

    • Identifies patterns in customer drop-off points.
    • Maps multi-channel customer journeys for targeted interventions.

    Configuration Insight:

    • Data Analysis: Use Dynamics 365 Customer Insights to feed customer data into Copilot Studio. Train the AI to spot specific patterns, such as frequently abandoned carts.
    • Predictive Analytics: Configure machine learning models to forecast customer behaviour and suggest corrective actions.

    4. Self-Service Portals

    Self-service portals powered by AI give customers control over routine tasks like tracking orders or updating account details. This frees up staff from answering routine queries, allowing them to tackle in-depth or complicated tasks. Equally, it provides a more satisfying experience for customers who don’t want their emails sitting in an inbox that a team member will get to…at some point.

    Copilot Studio will help you to deliver a higher level of customer service without increasing the burden on your team.

    How It Helps:

    • Allows customers to update their profiles or check order statuses without human intervention.
    • Reduces the volume of low-complexity support queries.

    Configuration Insight:

    • Portal Integration: Build portals with Dynamics 365 and integrate Copilot to handle queries dynamically.
    • Real-Time Access: Configure Copilot to interact with live data, ensuring customers always have up-to-date information.

    Copilot Studio in Digital Transformation

    Microsoft Copilot Studio allows organisations to build, customise, and deploy AI-powered Copilots and chatbots. As a low-code platform, it democratises access to AI, enabling non-technical users to design intelligent solutions that streamline workflows, automate repetitive tasks, and enhance productivity.

    Working with Dynamics 365 and Power Platform, Copilot Studio ensures consistent, reliable outcomes across teams, empowering the user and driving operational efficiency.

    Furthermore, Copilot Studio provides scalability, flexibility, and robust security through its foundation on Microsoft Azure, ensuring enterprise-grade compliance and protection of sensitive data.

    By breaking down technical barriers, the platform fosters collaboration between teams, reduces reliance on IT resources, and empowers organisations to innovate faster. In essence, Copilot Studio serves as a strategic enabler for businesses looking to harness AI, optimise their processes, and adapt to the evolving demands of a digital-first world.

    1. Agility and Scalability

    As your business evolves, Copilot Studio’s customisation ensures it can scale with your needs, whether expanding chatbot functionality or introducing advanced AI-driven analytics.

    Configuration Insight:

    • Data Unification: Use Dataverse to centralise all data, enabling AI to scale efficiently across departments.

    2. Alignment with Business Goals

    AI tools must align with broader business objectives to deliver tangible ROI. Copilot Studio offers unparalleled customisation for specific use cases.

    Configuration Insight:

    • Custom Workflows: Regularly review AI workflows and adjust them to meet KPIs, such as response times or conversion rates.

    3. Building Customer Trust

    Transparent AI builds trust. With Copilot Studio, businesses can monitor AI responses and ensure compliance with data privacy standards.

    Configuration Insight:

    • Audit Trails: Configure Copilot to log all interactions, allowing you to refine its accuracy and meet regulatory requirements.

    Everyone Needs a Copilot

    Copilot Studio offers businesses a scalable, adaptable, low-code solution to many challenges that limit operational efficiency and waste time.

    Copilot Studio offers a viable and versatile tool to organisations using Dynamics 365. Whether streamlining workflows, enabling real-time customer support, or driving digital transformation, its adaptability and scalability make it a versatile tool for businesses of all sizes.

    Integrating AI into your Dynamics 365 environment can enhance productivity, improve customer engagement, and achieve long-term growth.

    Get in touch with QGate for more information about how you can utilise Copilot and Copilot Studio with your Dynamics 365 CRM.

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    Get in touch with us today to learn more about how we help businesses like yours navigate Microsoft Dynamics 365 and Copilot integrations.

  • How AI Can Improve Customer Engagement

    How AI Can Improve Customer Engagement

    Customer expectations have steadily increased since the COVID-19 global pandemic. The pandemic proved that businesses, especially eCommerce platforms, could provide customers with a highly personalised customer experience without dramatically increasing headcount.

    CRMs like Dynamics 365 and CDPs harvested data and allowed businesses to provide customers with greater value at a time when competition online was at an all-time high. Powered by AI, CRMs allowed businesses to do far more than let a customer know their order was on the way.

    Although life returned to normal, customer expectations did not and businesses are under pressure to meet, if not exceed, those expectations and engage with them in a more personalised way.

    Artificial intelligence (AI) represents an opportunity for businesses to drive their customer engagement. By simplifying processes, offering actionable insights, and enabling personalised interactions, AI allows marketing teams, especially small teams, to do more for their audiences. For organisations using platforms like Microsoft Dynamics 365, AI-driven tools such as Copilot offer new possibilities for enhancing the customer experience.

    Some businesses have been reluctant to adopt AI in any meaningful way with legitimate concerns giving them pause. Whether AI proves to be a boon or a curse, for now, it is still one of the most powerful ways to create a more personalised customer experience, allowing the team to take on other tasks.

    The Role of AI in Customer Engagement

    Artificial intelligence has become a cornerstone of modern customer engagement strategy, supporting business in two key areas: administration and execution. With customer expectations so high, it’s no longer enough to react to customer needs, businesses must anticipate them.

    Equally, the level of intervention required to produce the customer experience demanded is prohibitive.

    AI enables organisations to deliver proactive, personalised, and seamless interactions that meet customer expectations and, over time, foster loyalty.

    At its core, AI analyses data and identifies patterns in moments, providing valuable, actionable insights. Powerful CRMs, like Dynamics 365, can consolidate data from various customer touchpoints such as email, phone calls, website visits, and more. Using those data points it can create a unified customer profile. This consolidated view allows businesses to understand customer behaviour better and tailor their engagement strategies accordingly.

    AI allows you to enhance customer engagement at scale. Personalisation that might previously have required hours of manual analysis takes moments. This enables businesses to provide high-quality, consistent interactions across a growing customer base without overburdening teams already in place.

    Customer-centric AI

    AI can improve the efficiency of internal processes, ensuring teams are more responsive and better equipped to meet customer needs. For example:

    • Customer Prioritisation: AI can identify high-value customers or urgent issues, escalating them before they become unmanageable or the customer becomes too frustrated.
    • Trend Identification: By analysing customer feedback in real-time, AI can uncover emerging trends which can help businesses take advantage of opportunities or adapt before a negative trend becomes a threat.
    • Employee Assistance: Tools like Copilot offer real-time guidance to employees, such as suggesting answers during customer interactions or automating follow-up tasks.

    AI is a force multiplier for your team’s capabilities, enabling them to focus on building meaningful relationships while the technology handles the heavy lifting.

    How AI Streamlines Processes

    CRMs like Dynamics 365, augmented by AI simplify customer engagement in several ways, making interactions more seamless and efficient. While streamlining can be viewed a threat to someone’s role within a business, it allows those individuals to do more, faster. It also frees them from mundane tasks to focus on where they can deliver the most value for the customer and to the business.

    In an ideal world, it should free up time to allow for personal development as well.

    Analysing Customer Communications

    AI can process and analyse customer interactions across multiple channels, such as email, chat, and social media. With Dynamics 365, AI-driven analytics uncover patterns and sentiment in customer communications, offering insights into how customers feel and what they need.

    AI can identify recurring complaints or frequently asked questions, allowing businesses to address these proactively. This improves customer satisfaction and reduces the workload on customer service teams.

    Automating Responses

    AI can generate pre-set responses to common queries, reducing the time spent on repetitive tasks. Dynamics 365 Copilot goes a step further by crafting dynamic, context-aware responses. When correctly integrated, Copilot can answer questions about products or provide customers with an update on delivery times.

    These tasks are usually handled by a member of the team via email. It’s time-consumin work and provides a frustrating experience for the customer who wants a quick answer to a simple question.

    Enhanced Decision-Making

    With its ability to process vast amounts of data, AI helps businesses make informed decisions. Dynamics 365 leverages AI to provide actionable recommendations, such as identifying upselling opportunities or suggesting ways to resolve customer issues. This data-driven approach ensures that decisions align with customer needs and business objectives.

    microsofr ai copilot

    The Power of Copilot in Dynamics 365

    Microsoft’s Copilot integrates directly into Dynamics 365 giving users a suite of tools designed to enhance customer engagement and streamline processes. Having this functionality native to the platform gives users a competitive edge, both in terms of functionality and compatibility with the CRM. Notable functionality includes:

    Chatbot Capabilities

    Copilot can be programmed as a chatbot to handle customer queries 24/7. Copilot can be customised to reference specific resources to inform its answers as well as pre-programmed with set responses to specific questions. By pointing Copilot at specific internal resources, you can ensure it provides accurate answers to your customers’ questions.

    Personalised Customer Journeys

    With access to customer data in Dynamics 365, Copilot enables businesses to create highly personalised interactions. It can suggest the next best action based on customer history or recommend content tailored to individual preferences, driving better engagement and loyalty.

    Advanced Resource Management

    Copilot can pull information from a variety of sources, whether internal databases, specific web pages, or even the broader internet, to answer queries. This ensures that customers always receive accurate and up-to-date information, regardless of the complexity of their question.

    Practical Applications of AI in Dynamics 365

    As AI is part of Dynamics 365, users can take full advantage of it to help them run their businesses more effectively. By streamlining and speeding up tasks or processes that would otherwise require hours of manual intervention businesses can operate more efficiently, and more profitably.

    Proactive Customer Support

    AI tools in Dynamics 365 can predict potential issues before they arise. For instance, AI can flag delays in delivery schedules or identify customers at risk of churn based on historical data. This allows businesses to take proactive measures to address concerns, enhancing customer trust and loyalty.

    Real-Time Insights

    AI-powered dashboards in Dynamics 365 provide real-time insights into customer interactions, enabling businesses to respond promptly and effectively. For example, managers can track response times and satisfaction rates, ensuring customer service teams meet performance benchmarks.

    Automated Campaign Management

    For marketing teams, AI simplifies campaign planning and execution. Dynamics 365 uses AI to segment audiences, optimise messaging, and schedule communications at the best times for maximum impact. This level of precision drives engagement and improves ROI.

    Intelligent Sales Assistance

    Dynamics 365 Copilot can assist with lead scoring, identify cross-sell and upsell opportunities, and even draft personalised follow-up emails. This ensures sales teams focus on high-priority tasks while AI handles the heavy lifting.

    Concerns Around AI in Customer Engagement

    Despite its benefits, some businesses hesitate to adopt AI due to concerns about cost, complexity, or the fear of losing the ‘human touch’. However, tools like Dynamics 365 Copilot work alongside human teams, not replace them. The intention is to provide teams with greater bandwidth by letting the technology handle the low-level or mundane tasks.

    Cost and Implementation Challenges

    Some perceive adopting AI technologies as expensive and resource-intensive. Businesses may worry about the initial investment required for software, training, and system integration. Additionally, the implementation process might disrupt existing workflows, causing temporary inefficiencies. However, this is mitigated with the right planning and support, and the long-term ROI often outweighs the upfront costs. Native solutions like Copilot make integration much less of a concern.

    Data Privacy and Security

    AI thrives on data, which raises concerns about how it collects customer information, stores, and uses it. Businesses must adhere to data privacy regulations like GDPR and maintain robust security protocols to prevent breaches. Transparency about data usage can help alleviate customer concerns and build trust.

    Over-reliance on Automation

    While automation can streamline processes, over-relying on AI for customer interactions may result in impersonal experiences. Customers still value genuine human connections, especially for complex or sensitive issues. Striking the right balance between automation and human intervention is key to maintaining strong relationships.

    Bias an AI Decision-Making

    AI systems learn from the data provided, which means they can inadvertently inherit biases present in historical datasets. This could lead to unfair or inaccurate decisions, negatively impacting customer satisfaction and brand reputation. Regular audits and careful training of AI systems can help mitigate these risks.

    Resistance to Change

    Both employees and customers may resist the introduction of AI, fearing it could lead to job losses or depersonalised service. Clear communication about the purpose of AI, as a productivity multiplier, not a replacement is important. Buy-in from company leadership and robust training for employees can ease this transition and foster acceptance.

    The Future of AI in Customer Engagement

    The potential of AI in customer engagement is still in its early stages, and the future promises even greater possibilities. As technologies like Dynamics 365 Copilot continue to evolve, businesses can expect AI to play an even more integral role in their customer strategies.

    Hyper-Personalisation

    AI is already helping businesses personalise customer interactions, but as the technology progresses how the AI leverages the data will become more efficient and its responses will be more authentic. There is a downside; removing humans from customer interaction can create distance between the business and their customers. However, with appropriate triaging and reporting (which the AI will get better at too), team members can still have customer contact when required.

    Voice and Sentiment Analysis

    Future AI tools will integrate more advanced capabilities like voice and sentiment analysis. We’re all familiar with assistants like Siri and Alexa who we can speak to, and they respond with answers to our questions.

    The technology behind them is improving at an impressive rate. Aside from understanding a wider range of questions, the AI will be able to analyse the voice and understand tone and sentiment. This would allow AI to triage calls and either adjust responses or provide customer service teams with notes about the customer’s stress/agitation levels to help them manage the situation more effectively.

    End-to-End Automation

    From initial inquiries to post-purchase support, AI will streamline the entire customer journey. The first two points feed directly into this. The more data the AI can access and understand the more useful it can become. Handling post-purchase support can be an effective way of dealing with teething problems and gauging customer satisfaction while keeping the team productive. The AI can be trained to escalate issues if an answer isn’t immediately available, preventing frustration on the part of the customer.

    AI, when used correctly, can help businesses engage with their customers more often and more efficiently. It can help users to glean valuable insights from the CRM to make customer interactions more rewarding. It can also lighten the load so customer success teams can focus more on the success side of their role and less on the brush fires that can break out. With Dynamics 365, organisations can streamline processes, provide deeper insights, and deliver personalised experiences that build trust and long-term loyalty.

    If your business is ready to take customer engagement to the next level, now is the time to embrace AI.

    Learn more about how you can combine CRM and AI to drive customer engagement.

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    Get in touch with us today to learn more about how we help businesses like yours navigate Microsoft Dynamics 365 recovery and deployments.

  • Microsoft Copilot for Sales – what is it and how can it help you?

    Microsoft Copilot for Sales – what is it and how can it help you?

    Microsoft Copilot is a powerful AI assistant within the Microsoft ecosystem and can work with and draw from your existing applications and documents. Copilot for sales brings the power of artificial intelligence directly into the tools that businesses use daily. This integration allows Copilot to seamlessly interact with Word, Excel, PowerPoint, Outlook, and other Microsoft applications, enabling users to generate content, analyse data, create presentations, and manage communications more efficiently.

    Copilot is designed to understand context and user intent, making it an invaluable tool for enhancing productivity. In the case of sales and marketing, Copilot can be a significant driver of engagement with the added benefit of integrating with Dynamics 365.

    Large enterprises such as Pfizer, PwC, and Visa are already leveraging Copilot to streamline their operations, enhance collaboration, and drive innovation. These companies use Copilot to manage vast amounts of data, create detailed reports, and maintain consistent communication across global teams. The AI assistant’s ability to learn and adapt to each organization’s unique workflow further amplifies its effectiveness, making it a crucial component of modern business strategy.

    So what’s the big deal about Copilot for Sales? 

    It’s hard to overstate just how much potential Copilot holds. It’s a game-changer, not just in terms of productivity – because it carries out those routine repetitive tasks in seconds, not hours – but also in terms of diligence, accuracy, and efficiency. However, Cameron Male from Infinigate Cloud recently joined us on a webinar and made the point that Copilot can’t do everything. “It’s called Copilot for a reason. It’s not autopilot; it’s not lead pilot. It’s not here to replace people. It’s here to strap a rocket onto what we’re already doing.”  

    Cameron compares Copilot to the equivalent of having an intern for everyone in the business. You can talk to it in natural language – asking questions or giving instructions in the same way you can with a person, pointing towards relevant resources, requesting document summaries, etc. But, just like an intern, you can’t assume everything it produces is ready to go. You need to work with the material, shape it, and add to it until you’re happy with it. Even so, you’re still saving significant time compared to doing the full task by yourself. 

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    Copilot for Dynamics 365 

    For salespeople, the easiest way to understand the benefits of Copilot is with examples. 

    Makes email easier 

    When your inbox is piling up, it’s difficult to keep track of conversations. Copilot summarises email threads, saving you time trailing back through your emails. It also helps draft new emails, drawing on your CRM and existing resources to gather relevant information such as product prices, timelines, etc.  

    Enables more productive meetings 

    Copilot helps you prepare for meetings by bringing up notes from previous discussions, email threads, proposals, etc. It can provide sales tips, and competitor insights and even propose answers to questions raised during the meeting. After the meeting, it can provide a summary and create tasks from action points raised during the meeting. 

    Continuously updates CRM 

    Copilot syncs with Microsoft Dynamics and Salesforce, making it easy to share and save relevant conversations, update contacts, and record progress with just a few clicks.  

    Generates reports and presentations 

    One source can generate any number of documents. For example, a single product might require a customer proposal, web page, product brochure, pitch deck, instruction manual, and more. A lot of these documents have considerable overlap. As a generative AI tool, Copilot can save you the effort of reproducing the same information in different formats – easily drafting PowerPoint presentations from brochures, for example, or creating sales forecasts from Excel spreadsheets. 

    What are the biggest benefits of Copilot for Sales? 

    By far the biggest benefit of Copilot for sales and Microsoft Dynamics 365 is the time saved on repetitive, routine tasks. This enables sellers to get on with the business of selling, without neglecting any of those important ‘background’ tasks that facilitate and support sales conversations. By adding AI into the mix, you’re effectively increasing the capacity of your salespeople. 

    Workflows aren’t just speeded up – they’re also more productive and more efficient because they’re backed by data. Decisions can be made based on evidence and known connections, rather than assumptions and fallible human memory. Effectively, we’re moving towards a workplace where we use the human brain for the things it does best – creating relationships, navigating personalities, understanding emotional context – and use AI where it makes sense to do so. 

    Want to learn more about Copilot? 

    We’ve recorded a couple of videos about Copilot, where we discuss how this tool can be used across departments within an organisation. You can find those here. Alternatively, email info@qgate.co.uk and we can set up a time to talk through how Copilot might benefit your business. 

    Let’s Talk!

    Get in touch with us today to learn more about how we help businesses like yours navigate Microsoft Dynamics 365 recovery and deployments.