Understanding Microsoft’s new AI capabilities with Microsoft 365 and Dynamics 365 Copilot
Aubrey Burns - IBM Consulting - June 2023 (sources at bottom of article)

Understanding Microsoft’s new AI capabilities with Microsoft 365 and Dynamics 365 Copilot

So, what exactly is 微软 Copilot? Copilot combines the power of large language models (LLMs) with your data in the Microsoft Graph—your calendar, emails, chats, documents, meetings, and more—and the Microsoft 365 apps to turn your words into the most powerful productivity tool on the planet. And it does so within Microsoft’s existing commitments to data security and privacy in the enterprise.

???????With Dynamics 365 Copilot, organizations empower their workers with AI tools built for sales, service, marketing, operations and supply chain roles. These AI capabilities allow everyone to spend more time on the best parts of their jobs and less time on mundane tasks.

???????Microsoft 365 Copilot is integrated into the apps you already use every day, freeing you to focus on the most important work and less on the busy work. Working alongside you, Microsoft 365 Copilot helps you to unleash creativity, unlock productivity, and uplevel skills.

???????Use Copilot to enhance your capabilities in Apps such as Word, Excel, PowerPoint, Outlook, Teams, and enjoy the new Business Chat feature with Copilot.

Copilot in Word:

Writes, edits, summarizes, and creates right alongside you. It can create first drafts, add content to existing documents, summarize, and more with just a prompt.

Copilot in Excel:

Works alongside you to help analyze and explore your data. Ask Copilot questions about your data set in natural language, not just formulas. It will reveal correlations, propose what-if scenarios, and suggest new formulas based on your questions—generating models based on your questions that help you explore your data without modifying it.

Copilot in PowerPoint:

Helps you turn your ideas into stunning presentations. As your storytelling partner, Copilot can transform existing written documents into decks complete with speaker notes and sources or start a new presentation from a simple prompt or outline.

Condense lengthy presentations at the click of a button and use natural language commands to adjust layouts, reformat text, and perfectly time animations.

Copilot for Outlook:

Works with you in your inbox and messages so that you can spend less time on email triage and more time on communicating—better, faster, and more easily. Summarize lengthy email threads with the main points highlighted. Respond to emails with a quick prompt. Adjust the tone and length of your emails depending on the subject.

Copilot in Teams:

Copilot helps you run more effective meetings, get up to speed on the conversation, organize key discussion points, and summarize key actions so that the entire group knows what to do next.

???????In your chat, Copilot gets you answers to specific questions or catches you up on anything you’ve missed, all without interrupting the flow of discussion.

???????By adding Copilot to your meetings and conversations, you now also have a powerful tool to help with common tasks such as creating meeting agendas based on chat history, identifying the right people for follow-ups, and scheduling the next check-in.?

Microsoft Dynamics 365 Copilot has amazing capabilities for ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems as well. With Dynamics 365 Copilot, organizations empower their workers with AI tools built for sales, service, marketing, operations and supply chain roles. These AI capabilities allow everyone to spend more time on the best parts of their jobs and less time on mundane tasks.

Copilot in Microsoft?Dynamics 365 Sales and Viva Sales?helps sellers dramatically reduce the time they spend on clerical tasks.

???????AI helps write email responses to customers and can even create an email summary of a Teams meeting in Outlook.

???????The meeting summary pulls in details from the seller’s CRM such as product and pricing information, as well as insights from the recorded Teams call.

Copilot in?Dynamics 365 Customer Service?empowers agents to deliver exceptional customer care. Dynamics 365 Copilot drafts contextual answers to queries in both chat and email, in addition to providing an interactive chat experience.

???????Build virtual agents in minutes with conversation boosters in Power Virtual Agents, which harnesses the power of Azure OpenAI Service and Bing to provide answers from company websites and internal knowledge bases that you choose.

Copilot in?Dynamics 365 Customer Insights?and?Dynamics 365 Marketing?empowers marketers to simplify their workflow in data exploration, audience segmentation and content creation.

???????With Copilot in?Dynamics 365 Customer Insights, marketers can curate highly personalized and targeted customer segments by having a dialogue with their customer data platform using natural language.

???????Using Copilot in?Dynamics 365 Marketing, marketers can describe their customer segment in their own words to create a target segment with the query assist feature. Marketers can also use Dynamics 365 Copilot to effortlessly get inspiration for fresh email campaign content based on a simple request.

Copilot in?Dynamics 365 Business Central?streamlines the creation of product listings for online commerce.

???????Product attributes such as color, material and size can be used to create compelling product descriptions for online storefronts in seconds.

???????The descriptions can be further tailored by choosing tone of voice, format and length.

???????Business Central customers using Shopify can seamlessly publish the products with descriptions to their Shopify store in just a few clicks.

Lastly, Copilot in?Microsoft?Supply Chain Center,?which?Microsoft Dynamics 365 Supply Chain Management?customers can access,?will proactively flag external issues such as weather, financials and geography that may impact key supply chain processes.

???????Predictive insights then surface impacted orders across materials, inventory, carrier, distribution network and more.

???????Supply chain planners can then automatically draft an email generated by Dynamics 365 Copilot to alert impacted partners and mitigate potential disruptions before they happen.

Thank you for taking time to learn more about the exciting features that Microsoft Copilot offers. IBM can use these features to enhance any business functions that our client may need in their projects! All information for this presentation was sourced from blogs.microsoft.com and Microsoft Learn .

???????If you want to learn more about the benefits of utilizing Microsoft 365 Copilot and/or Microsoft Dynamics 365 Copilot in current or future projects, I recommend reading more about the capabilities that this tool can offer for IBM professionals at:

Introducing Microsoft Dynamics 365 Copilot, the world’s first copilot in both CRM and ERP, that brings next-generation AI to every line of business - The Official Microsoft Blog

and

Introducing the Microsoft 365 Copilot Early Access Program and new capabilities in Copilot | Microsoft 365 Blog


Aubrey Burns

IBM Consulting, Microsoft Practice

Consultant and Technical Specialist at IBM


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