See Copilot in Action in Dynamics 365
By now, you've probably used AI technology to generate text, ask questions, and even image creation. But did you know that Copilot's capabilities are embedded directly into Dynamics 365 business applications? Check our video series to see how AI can improve efficiency and simplify tasks for employees in every department. From sales and marketing to customer service, and everywhere in between, Copilot has a place in your organization.
In this first episode, Cameron introduces us to Sunrise Enterprises, a fictional CPG company, and demonstrates how they harness the power of Copilot across various departments. The marketing team at Sunrise Enterprises utilizes Copilot within D365 Customer Insights to streamline their processes and drive demand. From creating marketing materials to executing targeted email campaigns, Copilot's natural language capabilities empower the team to craft engaging content. Stay tuned for our next video, where we'll explore how the sales team utilizes D365 Sales to convert generated demand into actual orders. Don't miss out on unlocking the full potential of AI in your organization with Microsoft Copilot.
Next, we dive into how the B2B sales team at Sunrise Enterprises harnesses Copilot within D365 Sales to optimize their workflow and drive success. Discover how Copilot seamlessly integrates with Outlook, empowering sellers to efficiently manage customer interactions and schedule meetings with ease. With Copilot's assistance, sellers can craft personalized responses, summarize key points, and propose meeting times—all while ensuring transparency with automatic email tracking. Are your sales teams equipped with the tools they need to succeed? Reach out to us today to discover how Copilot can drive additional sales and revenue for your organization. Stay tuned for more insights and demos in our Copilot video series—subscribe now to Sunrise Technologies!
Let's explore how the purchasing team at Sunrise Enterprises leverages Copilot within D365 Finance and Operations to streamline their processes and mitigate risks. With Copilot, Sunrise Enterprises’ purchasing team can use data from Dynamics 365 Finance and Operations to generate email inquiries to vendors, resolving issues quickly and efficiently. By leveraging Copilot, Sunrise Enterprises minimizes disruptions and ensures smooth operations in its procurement processes. Stay tuned for our next video, where we'll uncover how the accounts payable team utilizes the Invoice Capture app to streamline invoice processing.
In this episode, we dive into how the accounts payable (AP) team at Sunrise Enterprises optimizes their invoice processing with the Invoice Capture app in Dynamics 365. With the Invoice Capture app, viewing invoices and corresponding data side by side is easy and efficient. Copilot can assist the AP team with any questions they might have about the data, pulling its answers directly from tables in Dynamics 365.
Let's shift gears to how Copilot can help with onboarding new customer service team members. Right from the sidebar in Dynamics 365, users can talk to Copilot to access Microsoft Learn documentation. For example, a new customer service team member can ask Copilot how to place orders on hold or how to release orders to the warehouse. Organizations can also customize Copilot to incorporate company-specific documentation, further enhancing user experience and knowledge accuracy.
See how Sunrise Enterprises keeps its customers happy with Dynamics 365's Omnichannel for Customer Service, with the assistance of Copilot. Sunrise Enterprises utilizes Copilot bots to enhance live chat experiences, fielding basic inquiries and seamlessly escalating requests to live agents when necessary. With D365 empowering agents with comprehensive customer information, including past orders and open cases, delivering exceptional service becomes effortless.
We’ve come full circle with Sunrise Enterprises’ supply chain for its new product launch, and now the Finance team is following up with customers to ensure timely payments. See how the AR team uses the Collections Coordinator workspace in D365 Finance to manage open collection activities, view customer balances, and analyze customer aging buckets. AI capabilities within Copilot assist in generating reminder emails for delinquent accounts, empowering the collections team to maintain control while enhancing efficiency.
