Dynamics 365 Copilot: AI-Powered Customer Service and Email Automation
This article is a summary of a YouTube video "Dynamics 365 Copilot Explained: Top 10 Things You Need to Know" by Lisa Crosbie
TLDR Microsoft's Dynamics 365 Copilot uses AI to assist customer service agents, simplify customer analysis and communication, and automate email drafting and management.
Microsoft's Dynamics 365 Copilot uses AI to generate email content, saving time and providing analytics, while also summarizing meetings for easy email drafting.
Microsoft's Dynamics 365 Copilot uses AI to assist customer service agents by surfacing relevant information, making it easier for agents to solve customer problems.
The copilot in Dynamics 365 acts as an internal chat bot that helps users find information and interact with customers in real time, making knowledge management and resolving issues much easier.
Bots can now be used to create virtual agents that can access trusted sources like SharePoint or external websites, allowing users to quickly obtain information without the need for manual topic creation or building, and these bots can be published within teams for easy access.
Dynamics 365 Copilot simplifies customer analysis and communication, integrating customer data and enabling personalized messaging without technical expertise.
GPT is integrated into Dynamics 365 Copilot, allowing users to generate specific content ideas, choose a tone, and receive suggestions for marketing copy, making copywriting easier and more efficient.
Small businesses can use AI tools to easily create and list products on Shopify, with customizable descriptions and insights on supply chain disruptions.
Dynamics 365 Copilot is a tool that offers proactive suggestions, helps with email drafting, and uses generative AI to manage incoming emails, allowing for email summarization and the creation of custom workflows, automations, and apps.