Copilot is an AI tool in Microsoft Dynamics 365 that boosts productivity by providing real-time, context-aware suggestions and automation to help users complete tasks more efficiently.


Let AI handle repetitive tasks like data entry, report generation, and customer follow-ups, freeing up your team for more strategic work and reducing manual errors.
Streamline your processes by automating everything from approvals to invoicing, cutting down on delays and operational bottlenecks, and ensuring smoother day-to-day operations.

Interact with your business data through conversational AI, making it easier to access reports, automate workflows, or retrieve insights—all without complex commands.

Get context-aware suggestions based on real-time data, enabling your team to make informed decisions faster and stay proactive in responding to business changes.

Give your teams AI-powered tools that suggest next-best actions, summarize key points from meetings, and recommend personalized solutions, allowing them to close deals and resolve issues more quickly.
Use AI to draft responses, create proposals, and solve customer issues quickly, helping you engage with clients in a more meaningful and timely way while strengthening relationships.

Seamlessly share insights, data, and reports across Microsoft D365, Teams, and other Microsoft tools, ensuring everyone stays aligned and informed.

Address specific challenges across industries—from automating compliance in finance to optimizing logistics in manufacturing—by using solutions designed to fit your unique business environment.

As Copilot learns from your data and processes, it provides increasingly accurate and personalized recommendations, making your operations more efficient over time.


Automatic product categorization
AI-generated product descriptions
Seamless Shopify integration
Automated bank statement reconciliation
Built-in customer data protection
Integration with Azure OpenAI Service
Record catch-up
Automated meeting preparation
Email drafting and assistance
Real-time news updates relevant to clients
AI-generated lead and opportunity summaries
Customer meeting preparation summaries
Real-time tips and suggested answers during Teams meetings
Contextual email summaries and follow-up actions based on CRM data and Outlook emails
AI-generated account summaries
Prioritization of customers needing attention
AI-powered personalized customer communication via email
Improved collections success and proactive customer management
Collections coordinator workspace for efficient review of customer details
Enhanced cash flow management through timely payments
Proactive issue flagging impacting supply chain
Predictive insights on affected orders
AI-generated alerts to mitigate supply chain disruptions
In-app help with context-aware guidance
Natural language inventory queries for real-time stock insights
Inventory visibility for 3rd-party apps and e-commerce platforms
AI-assisted purchasing decisions
Risk and impact analysis for purchase order changes
Unified business expenses - gain control, automation and integration with Business Central
Connect in-store and online sales in one system and synchronize inventory levels.
Manage production and create visual production schedules.
Shorten sales cycle with quick access to current product details, pricing & availability.
Simplify and automate HR tasks, payroll processing & employee management.
Manage deliveries & integrate across multiple platforms for smoother operations.
Simplify your e-commerce processes, from inventory to order management.
Centralize billing, contracts & real-time data for reduced errors.
Manage print industry processes, from production to financials.
Control every aspect of your retail, restaurant, or hospitality business.
Improve warehouse productivity with real-time mobile tracking & task management.
Streamline content management & automate document-heavy processes.
Improve document processing with automated scanning, recognition & filing systems.
In the ever-evolving finance and insurance industries, accuracy and regulatory compliance are critical. Our tailored solutions streamline complex workflows, strengthen risk management, and provide powerful analytics, ensuring you stay competitive and fully compliant in a stringent regulatory landscape.
Stay ahead in the manufacturing world with solutions designed to boost productivity, optimize your supply chain, and reduce downtime. From AI-driven automation to real-time data insights, we equip you with the tools to innovate, adapt quickly to market changes, and deliver high-quality products efficiently.
In retail & wholesale, success isn’t just about keeping up - it’s about leading the way. From streamlining your supply chain to delivering personalized customer experiences, Microsoft Dynamics 365 Business Central solutions empower you to stay agile, make data-driven decisions, and drive growth.
Imagine a world where your team anticipates client needs, where projects flow seamlessly, and where every interaction leaves a lasting impression. With Business Central’s cutting-edge tools and our expertise, you’ll not only optimize operations but transform the way you connect and collaborate, delivering results that wow your clients every time.
In real estate, it’s not just about meeting deadlines - it’s about anticipating challenges and staying ahead of them. Track resources in real-time, connect teams seamlessly, and use data insights to make bold, informed decisions that keep projects on track and under budget. The future of construction and development lies in building smarter.


Microsoft Dynamics 365 Copilot is an AI-powered assistant embedded within Dynamics 365 applications that helps users automate tasks, generate insights, and streamline workflows. By providing real-time, context-aware suggestions, Copilot enhances productivity and decision-making across areas like finance, sales, customer service, and supply chain management.
Pricing for Microsoft Dynamics 365 Copilot is based on your organization's specific requirements and the features you wish to implement. Since every business is unique, we offer flexible pricing options tailored to your needs. Contact us for a personalized quote and to explore how Copilot can enhance your Dynamics 365 experience.
Copilot automates product image categorization and generates product descriptions based on attributes like color and size, saving time and reducing manual work. It can also publish products directly to eCommerce platforms like Shopify.
Copilot generates meeting summaries, insights, and next steps by pulling data from your CRM, allowing you to quickly prepare and focus more on customer engagement.
Copilot generates AI-powered summaries of customer accounts, overdue invoices, and payment history, helping finance teams prioritize collections efforts and improve cash flow by encouraging more timely payments.
Yes, Copilot generates summaries of customer accounts, overdue invoices, and payment history, helping you prioritize which customers to follow up with and improving collection rates.
Copilot identifies external risks such as weather or financial issues that could impact your supply chain and provides insights on affected orders, enabling proactive planning to avoid disruptions.
Yes, Copilot drafts personalized responses based on customer data and previous interactions, allowing faster replies while maintaining a human touch.
Yes, Copilot automates the reconciliation process by matching bank transactions with ledger accounts, significantly reducing manual effort and streamlining financial operations.
Using natural language, Copilot lets you query inventory levels in real time, making it easy to check stock availability and make informed decisions quickly.
Copilot automates bank statement reconciliation by matching transactions to ledger accounts, drastically cutting down the time spent on this recurring financial task
Copilot predicts fulfillment issues like delays or material shortages and can automatically alert partners, helping you mitigate risks before they affect your supply chain.
Copilot generates product descriptions based on key attributes and allows customization of tone and style, ensuring consistency with your brand and speeding up the process
Yes, Copilot offers real-time suggestions during meetings, such as responses to customer questions or competitor mentions, helping you stay engaged and well-prepared.
Absolutely. Developers can extend Copilot with custom tools, using APIs and developer kits to build AI-driven solutions tailored to specific roles or industries, and even distribute them through Microsoft AppSource.
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