Microsoft Dynamics 365 Copilot

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.

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Microsoft Dynamics 365 CopilotBusiness Central activity tiles with sales figures, shown on a phone

Innovate, automate, scale

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.

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Streamline your processes by automating everything from approvals to invoicing, cutting down on delays and operational bottlenecks, and ensuring smoother day-to-day operations.

Simplify complex business workflows

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

Speed up work with natural language queries

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.

Make smarter decisions in real-time

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.

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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.

Deliver personalized customer experiences

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

Collaborate effortlessly across platforms

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.

Tailored solutions for every industry

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

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Maximize efficiency with Copilot across the Microsoft suite

Copilot in Dynamics 365 Business Central

  • Automatic product categorization

  • AI-generated product descriptions

  • Seamless Shopify integration

  • Automated bank statement reconciliation

  • Built-in customer data protection

  • Integration with Azure OpenAI Service

Copilot in Dynamics 365 Sales

  • 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

Copilot in Dynamics 365 Finance

  • 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

Copilot in Microsoft Supply Chain Management

  • 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

Perfion PIM

A PIM system - all your product data lives in one place

Payhawk

Unified business expenses - gain control, automation and integration with Business Central

NP Retail

Connect in-store and online sales in one system and synchronize inventory levels.

Warehouse management

Visual Advanced Production Scheduler

Manage production and create visual production schedules.

warehouse-management
warehouse
Ecommerce

B2B Portal

Shorten sales cycle with quick access to current product details, pricing & availability.

ecommerce
ecommerce
Payroll & HR

Alna HR Office

Simplify and automate HR tasks, payroll processing & employee management.

payroll-hr
compliance
payroll
Ecommerce

Delivery app

Manage deliveries & integrate across multiple platforms for smoother operations.

ecommerce
ecommerce
Ecommerce

Base (Baselinker) integration

Simplify your e-commerce processes, from inventory to order management.

ecommerce
ecommerce
Industry-Specific

Aqua Dynamics

Centralize billing, contracts & real-time data for reduced errors.

industry-specific
accounting
Industry-Specific

PrintVis

Manage print industry processes, from production to financials.

industry-specific
accounting
Industry-Specific

LS Retail

Control every aspect of your retail, restaurant, or hospitality business.

industry-specific
accounting
Warehouse management

Tasklet mobile

Improve warehouse productivity with real-time mobile tracking & task management.

warehouse-management
warehouse
Document management

OpenText Extended ECM

Streamline content management & automate document-heavy processes.

document-management
document
Document management

Continia Document Capture

Improve document processing with automated scanning, recognition & filing systems.

document-management
document

We know your industry

Finance & Insurance

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.

European Merchant Bank

"We aim to become leaders in digital transformation and we‘ve chosen the partners that can help us reach that goal. Alna HR Office allowed us to take care of all the key HR and payroll processes, while Dynamics 365 Business Central helped us to standardize accounting and financial management in our company."

Luminor

"Alna HR Office has helped us to spend less time on routine operations, optimize the payroll process, and reduce the likelihood of errors in the accounting process."


Manufacturing

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.

Hella Lithuania

"We sought to optimize payroll and HR management processes at our plant in Kaunas while also ensuring a quality integration with our existing SAP ERP. Alna HR Office has met all of our needs and now it helps us take care of our employees from their first day on the job."

Hollister Lietuva

"For our new plant opening in Kaunas, we identified that HR and payroll calculation processes as critical. Alna HR Office and payroll modules helped us to manage quick employee growth process. "

Biovela group

"We couldn't be happier with our decision to go with Alna HR Office for our Payroll and HR management, every time, no matter how complex the calculation, while the HR self-service portal helps our people save time and ensure compliance."

Nøsted &

"We have been using Microsoft Dynamics 365 Business Central for several years, and we have been very happy with the system. It has helped us to improve our efficiency, productivity, and overall business management."

Viking Industrier

"The shift to the cloud with Microsoft Dynamics 365 Business Central has streamlined our business operations"

Danspin

"Microsoft Dynamics 365 Business Central and Alna HR Office have been a game-changer.  These cloud-based solutions have streamlined everything from accounting to HR, giving us a single platform for managing critical processes."

Jupiter Bach Lietuva

"Alna HR Office program with the employee self-service module has significantly improved our cost management, efficiency, and time savings. With this program in place, we've seen a noticeable reduction in administrative costs associated with HR tasks. It streamlines various processes, allowing us to handle employee data and requests more efficiently. This translates to considerable time savings, freeing up resources for other essential tasks."

Vilpak

"With the implementation of PrintVis we were able to handle every stage of packaging production in a single app, from quote until the job is completed, delivered, invoiced, and analysed. The system helped us achieve efficient inventory forecasting, designated a responsible person for every manufacturing job, eliminated errors in quotes and estimations, and enabled more efficient warehouse operations and use of resources."

North Trampoline

"The main reasons for choosing a cloud-based solution were to increase operational efficiency, reduce costs, and improve flexibility. We decided on Digmatix because the team made a great impression during the initial meetings, they were competent, and their English proficiency was really good. They offered lower costs compared to Swedish consultants, and they were just as good, if not better."

Patrik Falenius
Patrik Falenius
Global Accounting & Legal Entities Mgr at North Trampoline
Dobeles dzirnavnieks

„In AP alone, we are saving 3.5 full-time equivalents, and we predict that the OpenText content management solution will allow us to unlock time savings in other areas of our operations in the future.“

Utz Group

„We required a user-friendly solution for our subsidiaries that offered seamless integration with our ERP system, along with efficient handling and tracking of thousands of pallets across the entire supply chain. Mobile WMS by Tasklet fully met our expectations."

Gomba Lorena
Gomba Lorena
ERP Project Manager, Georg Utz Holding AG

Retail & Wholesale

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.

Hoptrans

"Dynamics 365 Business Central and Alna HR Office have helped us to improve our business, enabling us to operate more efficiently, reduce errors, and gain a competitive edge."

Litcargus

"Microsoft Dynamics NAV and Alna HR Office have substantially simplified our day-to-day financial, accounting, and HR processes; they have also accelerated data analysis and helped us save time.  All of this enabled us to focus even more on our ultimate goal – handling passengers and flights as fast as possible while also ensuring the highest quality of service."

Arimex

"With the implementation of the warehouse module, we have digitized paper-based operations, all of the warehouse goods are scanned with mobile devices, our shipping operations are now performed faster and more accurately, the traceability of our warehouse operations was improved and we overcome the challenges of pallet marking."

Hella Lithuania

"We sought to optimize payroll and HR management processes at our plant in Kaunas while also ensuring a quality integration with our existing SAP ERP. Alna HR Office has met all of our needs and now it helps us take care of our employees from their first day on the job."

Hollister Lietuva

"For our new plant opening in Kaunas, we identified that HR and payroll calculation processes as critical. Alna HR Office and payroll modules helped us to manage quick employee growth process. "

Lotos Baltica

"We have transformed our key business operations with the help of Microsoft Dynamics 365 Business Central."

Danspin

"Microsoft Dynamics 365 Business Central and Alna HR Office have been a game-changer.  These cloud-based solutions have streamlined everything from accounting to HR, giving us a single platform for managing critical processes."

Brand Distribution

"Digmatix is a leading partner in the Polish market when it comes to implementing Microsoft Dynamics 365 Business Central, and Brand Distribution selects the best partners for collaboration."

Karolina Jaroś
Karolina Jaroś
Dyrektor operacyjny, Brand Distribution Group

Services

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.

CUJO AI

"As our company is growing, we were looking for a solution that would meet global security standards and help us with payroll calculation and HR management. Alna HR Office has enabled us to manage all of our key HR and payroll processes while having all of the necessary reports in a single system."

European Merchant Bank

"We aim to become leaders in digital transformation and we‘ve chosen the partners that can help us reach that goal. Alna HR Office allowed us to take care of all the key HR and payroll processes, while Dynamics 365 Business Central helped us to standardize accounting and financial management in our company."

KRKA Lietuva

"The new version of Microsoft Dynamics NAV has greatly simplified the accounting process and reduced the likelihood of accounting errors in our company, while Alna HR Office has expanded the system's functionality with useful HR management and payroll functions."

Litcargus

"Microsoft Dynamics NAV and Alna HR Office have substantially simplified our day-to-day financial, accounting, and HR processes; they have also accelerated data analysis and helped us save time.  All of this enabled us to focus even more on our ultimate goal – handling passengers and flights as fast as possible while also ensuring the highest quality of service."

Luminor

"Alna HR Office has helped us to spend less time on routine operations, optimize the payroll process, and reduce the likelihood of errors in the accounting process."


Konica Minolta

"We are thrilled with the successful deployment of Dynamics 365 Business Central localization in Lithuania, Latvia, and Estonia. The seamless localization features have significantly improved our financial operations and streamlined our business processes across the Baltic region."

Tallinna Vesi

"Aqua Dynamics’ client relationship and billing system, based on Microsoft Dynamics 365 Business Central, gathers a complete and accurate overview of every client’s details in one place. Enabling accurate and diligent responses to all client requests. This system gives us a lot more possibilities to interact with clients in a friendly and effective manner."

Lotos Baltica

"We have transformed our key business operations with the help of Microsoft Dynamics 365 Business Central."

Booksy

"The business case revealed differences that made it very easy for us to make a decision. When comparing the functionalities of the systems we were familiar with from the first round, in the second round, we realized the importance of the tool's familiarity, the implementation approach, and the cooperation model. Without a doubt, the winner was EIP Dynamics (part of Digmatix) and the Microsoft Dynamics 365 Business Central solution."

Łukasz Jamróz
Łukasz Jamróz
Head of Controlling, Booksy i lider projektu wdrożenia Microsoft Dynamics 365 Business Central

Real estate & construction

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.

Viking Industrier

"The shift to the cloud with Microsoft Dynamics 365 Business Central has streamlined our business operations"

Ramirent

"Digmatix developers understand how Ramirent operates and are fully aware of of our processes. As always, the collaboration was based on the highest quality and communication standards. The Digmatix team feels like an internal team to us. We had and still have daily contact, all details are always discussed in meetings, and the work is done in a partnership-driven relationship."

Piotr Matyjaszek
Piotr Matyjaszek
IT Manager EC, Ramirent
Binders

„Thanks to the efficiencies we’ve gained with OpenText content management, we’re confident we can grow our business without increasing back-office headcount.“

F.A.Q.

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.

Insights and knowledge

Directions EMEA 2021
Blog
Directions EMEA 2021
October 26, 2021
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