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Microsoft Dynamics 365 Copilot

Embracing Microsoft Dynamics 365 AI

Transform your business operations with Microsoft Copilot, the cutting-edge AI solution revolutionizing Microsoft ERP systems. Microsoft Dynamics 365 Copilot works as your digital AI assistant for your ERP system, designed to empower every facet of your business including finance, sales, field service, customer services, supply chain, operations, and customer insights. Enable your employees to automate time consuming tasks, generate ideas, get insights using generative AI, and spend more time on what truly matters, leading to improved customer experiences, employee experiences, and operational efficiency.

With our expertise in the complete suite of Microsoft Dynamics 365, we can provide consultation, development, and implementation services for your journey towards the new era of Microsoft Dynamics 365 AI according to your business needs and requirements. As a certified Microsoft Solution Partner and the extensive clientele we have served over the years, no challenge is too big for us.

Do More with Copilot for Dynamics 365

See how Microsoft Copilot can help each department save time and boost productivity.

Dynamics 365 Finance

Deliver higher strategic value using AI & intelligent automation to better predict and model scenarios that anticipate financial needs for project managers.

  • Analyze Customer Interactions

    Quickly assess customer conversations with AI-generated summaries in a dedicated workspace.

  • Enhance Customer Communication

    Effectively prioritize and personalize your customer interactions for more impactful communication.

  • Automated Data Reconciliation

    Review transactions across systems for anomalies, risks, and unmatched data. Save and reuse customizable templates for insight that scales.

  • Streamline Variance Analysis

    Save time with accurate commentary, reports, and insight sourced from various data records.

AI in Dynamics 365 Supply Chain Management

With Dynamics 365 AI, navigate and mitigate supply chain disruptions in real-time using AI's proactive insights. Microsoft Copilot enables your team to:

  • Operational Agility

    Enable organizations to adapt to changing customer demands by quickly planning production and distribution.

  • Forecast Disruptions

    Identify potential impacts on suppliers, materials, and inventory ahead of time.

  • Finding Suppliers Simplified

    A single click provides users with suggestions, enabling purchasers to make quick, well-informed decisions.

  • Optimize Sourcing Decisions

    Manage purchase order changes efficiently and evaluate risk to make informed sourcing decisions.

Dynamics 365 AI for Field Service

The advanced AI capabilities of Copilot in Dynamics 365 are designed to supercharge your frontline teams, enabling them to address customer issues more efficiently and elevate the overall customer experience.

  • Efficient Work Order Creation

    Automatically pull data from customer emails into draft work orders for quick managerial review.

  • Smart Technician Scheduling

    Optimize technician dispatch based on various factors like travel time, skillset, and availability.

  • Quick Customer Communication

    Draft succinct customer responses summarizing key issue details and action plans.

  • Concise Information for Technicians

    Provide frontline workers with brief, informative recaps, simplifying work order review.

Dynamics 365 AI for Sales

Maximize your sales team's efficiency and strengthen customer relationships using AI in Dynamics 365 Sales. This advanced CRM tool leverages next-generation AI to assist sellers in:

  • Automated Email Responses

    Quickly generate email replies, saving time while maintaining consistent communication.

  • Efficient Meeting Summaries

    Easily draft concise minutes of meetings, capturing key points and action items.

  • Streamlined Customer Record Updates

    Ask Copilot to update customer records, ensuring accurate and up-to-date information.

  • Seamless Information Integration

    Pull essential data from SharePoint, Outlook, and Microsoft Teams effortlessly.

Dynamics 365 AI for Customer Insights

Reimagine your customer engagement strategy with next-generation Microsoft Dynamics 365 AI. The addition of Microsoft copilot enables your team to:

  • Easily Extract Insights

    Easily uncover valuable insights by querying data using simple, natural language prompts.

  • Perform Customer Segmentation

    Create targeted customer segments for marketing initiatives using intuitive natural language commands.

  • Get New Marketing Ideas

    Generate fresh and engaging ideas for emails and marketing campaigns effortlessly.

  • Tailored Customer Journeys

    Design customer journeys aligned with business goals, specific audiences, and desired flows, all through an intuitive AI interface.

AI in Dynamics 365 Customer Service

Leverage Dynamics 365 AI to further enhance case handling and issue resolution through AI-assisted communications:

  • Interactive AI-Powered Chat

    Engage with the AI-powered Copilot to diagnose issues, ask questions, and find solutions in real time.

  • Tailored Customer Responses

    Quickly draft personalized chat or email replies, matching the appropriate tone for each customer interaction.

  • Context-Aware Content Generation

    Create relevant content during live conversations, leveraging AI to draw from trusted support resources for accuracy and efficiency.

Experience AI Powered Support Services

LevelZero offers industry-leading support services to help you solve your product-related issues.

Folio3 Microsoft Dynamics 365 Copilot Services

See how Microsoft Copilot can help each department save time and boost productivity.


Enhance your Dynamics 365 ERP with our expert Microsoft Copilot Implementation. Experience how generative AI is transforming Read More


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Key Capabilities of Microsoft Copilot

See how Microsoft Copilot can help each department save time and boost productivity.

User Experience

Acts as a digital guide, delivering advice and personalized recommendations while simplifying interactions with Dynamics 365 applications.


Copilot's advanced intelligence enables users to accomplish tasks more efficiently and accurately. It streamlines repetitive tasks and provides key insights, aiding users in making well-informed choices.

Integration Across Applications

Copilot smoothly integrates with Dynamics 365 applications, simplifying navigation, information access, and triggering actions across modules, boosting organizational efficiency and cross-department collaboration.


It learns and adapts to each user's preferences, progressively refining its recommendations to align with individual roles and responsibilities.

Data-Driven Insights

Uses AI and machine learning to analyze Dynamics 365 data, providing insights and recommendations for data-driven decision-making and business growth.

Why use Microsoft Dynamics 365 Copilot?

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

Increased Productivity

Copilot integrates with all your Microsoft apps to efficiently carry out assigned tasks and deliver results that are accurate, fast, and relevant.

Deeper digital transformation

Copilot enhances productivity by managing administrative tasks, freeing up time for skills development, creativity, and higher-value work.

Enhanced employee experiences

Copilot enables your team to focus on innovation, brainstorming, creation, and enhanced collaboration on essential business tasks.

Why Choose Folio3 for Dynamics 365 Copilot Implementation

See how Microsoft Copilot can help each department save time and boost productivity.

Assess & Develop Strategy

Our Microsoft certified experts at Folio3 first assess your organization's needs and develop strategies to cater to them.

Team of Experts

Folio3 prides itself over having a team of 200+ Microsoft certified experts to assist their clients.

Satisfied Customers

We are a trusted partner of 300+ organizations for guiding their digital transformation.

Trusted Partners

Join the ranks of satisfied customers who have partnered with Folio3 and experienced the transformative power of Microsoft Dynamics 365 Business Central. Here are some of our trusted partners:

Get in touch now to get your desired Microsoft Dynamics Solution

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