Dynamics 365 Copilot helps to reclaim time
The early reviews are in: Dynamics 365 Copilot helps to reclaim time, drive innovation, and engage customers
Only months after announcing Copilot capabilities in Microsoft Dynamics 365 and Power Platform, employees at more than 63,000 organizations—including brands like 3M, Prada Group, and Campari—have had the opportunity to experience some of the AI-assisted features firsthand—and the reviews are pouring in.
A common theme in the feedback we’ve received is a boost in efficiency and productivity, with employees able to reduce the time and effort spent completing common tasks. Organizations also report higher quality work, helped by AI-assisted insights and guidance, from suggested actions and content ideas to faster access to valuable business data.
Valencia Club de Fútbol (CF), a 103-year-old football club in eastern Spain, has used Copilot to help create opportunities for more meaningful and personalized fan engagement. “From creating content or journeys, to segmentation to gaining insights—Copilot enables our teams to deliver fan experiences and business impact faster and easier,” shared Franco Segarra, Innovation Director at Valencia CF. “It’s going to be amazing to uplevel our work with Copilot.”
Northrop & Johnson, the world’s leading superyacht brokerage, shared the team’s early experiences with Copilot. “We’ve tried some machine learning-based AI point solutions before—they were expensive and not as efficient as what we are seeing now with generative AI,” explains Keith Perfect, Director of Tech & Intelligence. “It’s amazing to have Copilot built right into Dynamics 365 as it is in the flow of work, has the business context, adheres to our existing security model, and also doesn’t come with the extra cost.”
Like Valencia CF and Northrop & Johnson, we’re hearing from a range of organizations that expect Copilot to boost results across teams, from customer-facing departments like sales, marketing, and service to operations, finance, and supply chain roles.
Copilot helps sales professionals focus on closing deals
One of the first sales organizations to try Copilot in Viva Sales, launched in March, is Microsoft’s own business-to-business sales team. Nearly 4,000 sales professionals have used its capabilities, and the impact has been significant, with approximately 37,500 draft emails generated through the power of generative AI. Viva Sales was rolled out with a “customer zero” mindset, designed to create the best experience for employees to accelerate innovation and improvements for customers. According to Lori Lamkin, Corporate Vice President (CVP) of Dynamics 365 Customer Experience platform, feedback from the team has influenced new capabilities added to Microsoft Sales Copilot. “Sellers can get real-time suggestions and guidance as they craft emails, pulling insights from automated email summaries. It’s like having a virtual assistant right at their side, helping them to generate compelling content and ensuring that no opportunity is missed. Our sellers have embraced these features with enthusiasm, recognizing how it significantly boosts their productivity and enables them to focus on building strong customer relationships.”
Using Copilot to gain better insights faster from the data in Dynamics 365 is a strategic priority area for Sandvik Coromant, one of the world’s leading suppliers of tools, tooling solutions, and know-how for the metalworking industry. “We are very excited about Sales Copilot helping us accelerate here with opportunity summary,” shared Per Hoffner, Product Owner, Dynamics CRM at Sandvik Coromant, referring to the ability to get auto-generated opportunity summaries including status, progress, and highlights of key changes; all from within Microsoft Dynamics 365 Sales. “The feedback from our pilot groups has been very positive.”
For insight into day-to-day selling assisted by Copilot, read the guide “How Sellers Can Use AI to Better Engage with Customers” at Microsoft WorkLab.
Copilot helps marketers improve customer experiences
We previously announced Copilot capabilities for marketers, including AI assistance to help brainstorm marketing copy for email campaigns, create targeted marketing segments, and use natural language to infer key insights from customer data. These and newly announced Copilot capabilities are available in Microsoft Dynamics 365 Customer Insights which, as reported last month, will offer both customer data platform and customer journey orchestration capabilities as a single solution.
NC Fusion, a professional soccer team and sports organization serving the Triad region of North Carolina, is an early adopter of Copilot. Marketing director Chris Barnhart shared the team’s experience. “Normal engagement runs about 20 to 30 percent and there’s a lot of factors that go into the email itself, but with the email written with content ideas the engagement was about 70 percent.” The content ideas feature helped them save time, too. “[It] helps us tremendously to efficiently produce emails,” said Barnhart. “In fact, I can tell you it was normally at least an hour, and I did it in 15 minutes, it takes me ~25 percent of the time it took before to create email content!” Learn more about how NC Fusion is using Copilot to inspire young soccer players.
Campari Group, a worldwide leader in the spirits industry, is also benefiting from the ability to prompt Copilot to generate content ideas. “Setting the tone allows Campari Group, a global company, to tailor the tone of voice for each brand and region’s communication style saving us hours of copywriting,” said Liam Barnes, Global IT Director – Marketing Technologies at Campari Group.
“It’s pretty impressive,” said Keith Perfect, Director of Technology and Intelligence from Northrop & Johnson. “Our team has been very happy using the feature. it’s making delivering great content faster and easier.”
Institutions for higher learning can also benefit from Copilot by equipping departments and colleges with Copilot capabilities to better engage a variety of audiences. “Once we share this with our teams, it has the potential to be quite transformational,” shared Sidney Fernandes, Chief Information Officer and Vice President for Technology at the University of South Florida. “Students and staff won’t need to be educated on the nuances of student data or copywriting to engage the right audiences impactfully.”
Coffee + Dunn, a leading technology and customer engagement consulting firm, shared its experience using query assist to use conversational, everyday language to quickly build targeted segments. They can simply describe the attributes of the target segment—such as demographics, psychographics, behaviors, or preferences—and query assist will automatically generate the list of contacts. “Using query assist was quick and easy,” said Tyler McClain, Senior Solution Consultant. “I just typed ‘anniversary within the past five years,’ and it gave me exactly what I was looking for. This feature can further empower our clients to engage their customers with ease, and I’m excited to share it with them.”
To learn more about AI-assisted marketing tasks, read the guide “How Marketers Can Use AI to Unlock Breakthrough Creativity” at Microsoft WorkLab.
Using AI for breakthrough customer service experiences
Customer and field service teams are on the frontline for customer satisfaction and retention. Based on early reviews, Copilot promises to help service agents and field teams to improve service delivery and customer experiences.
Firesafe, a market-leading provider of fire protection components and systems in Nordic countries, will deploy Copilot as part of an extensive customer engagement transformation. “We are excited about the Copilot capabilities for customer service and omnichannel and are looking forward to see the anticipated productivity gains for the customer service agent in real action,” explained Petter Aamot Vangstein, CDO.
Delivering more strategic value across operations, supply chain, and finance roles with AI
With Copilot, you can further unlock the potential of enterprise resource planning (ERP) by bringing together data and AI to accelerate the speed of execution and business outcomes. Bartek is the world’s largest producer of malic and fumaric acid—two key ingredients for many foods, beverages, and industrial applications. With Microsoft Dynamics 365 Business Central, it now has perpetual inventory sales that gives the company visibility to see inventory and customer orders all in one system. “Business Central and the Power Platform really lets us leverage a small team, and create very big outcomes,” explained Steven Chambers, Chief Financial Officer, Bartek. “As we move into more automated planning and bringing in AI-assisted demand planning, I know Microsoft and Business Central are there.”
Explore what’s possible with Dynamics 365 Copilot—and share your review
We are dedicated to helping your employees be more effective and provide customers with amazing experiences. With Copilot, your teams can do more with less and focus on higher-impact work. Best of all, teams across your organization can start experiencing Copilot. Many Copilot capabilities are available now, with more coming over the following months. Explore more about what’s possible with Dynamics 365 Copilot and get started on your journey today.
