Microsoft Dynamics 365 Copilots

Intelligent assistants designed to make your work easier, faster, and more efficient. Powered by advanced AI technology, these Copilots are seamlessly integrated into Microsoft Dynamics 365 apps to help you streamline tasks, uncover insights, and focus on what matters most.

What are Dynamics 365 Copilots?

Dynamics 365 Copilots are like having a smart virtual assistant tailored for your business needs. These AI-powered tools are seamlessly integrated into the Microsoft Dynamics 365 platform, meaning they work within the tools you already use.

A Copilot is designed to help you accomplish tasks faster and more efficiently by automating routine processes, providing insights, and offering suggestions in real-time. Secure and reliable, they can assist with tasks like simplifying customer interactions, analysing data, and streamlining workflows, helping your organisation boost productivity and achieve more.

What Can Dynamics 365 Copilots Do?

Automate Repetitive Tasks: Let the Dynamics 365 Copilots handle routine data entry, generate reports, or manage workflows so you can save time and reduce errors.

Provide Actionable Insights: Get real-time recommendations and data-driven insights to make smarter decisions, whether you’re managing sales, customer service, or marketing.

Enhance Collaboration: Simplify communication with AI-generated summaries, email drafts, and suggested responses that help you work more effectively with your team and customers.

Personalise Interactions: Deliver tailored experiences to your customers with AI that learns from your data to anticipate needs and suggest next steps.

Dynamics 365 Copilots

Dynamics 365 Copilots

Dynamics 365 Copilot Features

  • Sales Copilot

    Enhanced Donor Engagement: Copilot helps create personalised and engaging content, such as thank-you emails and campaign updates, which can strengthen relationships with donors

    Efficient Communication Management: With intelligent email management, Copilot ensures timely and effective outreach, helping fundraisers stay organised and responsive

    Automated Content Creation: Copilot can generate compelling marketing materials and grant proposals, saving time and ensuring consistency in messaging

    Data-Driven Insights: The integration with Microsoft Cloud for Nonprofit provides fundraisers with powerful data analytics tools to attract, retain, and grow their donor base

    Productivity Boost: Features like real-time transcription and summarisation of meetings allow fundraisers to focus on strategic tasks rather than administrative ones.

  • Customer Service Copilot

    Streamlined Communication: Copilot can help draft and manage responses to common inquiries, ensuring timely and consistent communication with donors and beneficiaries

    Efficient Task Management: By automating routine tasks such as scheduling meetings, setting reminders, and summarising conversations, Copilot allows service desk staff to focus on more complex issues

    Data Insights: Copilot can analyse data from various sources to provide actionable insights, helping staff make informed decisions and improve service delivery

    Personalised Support: With AI-driven recommendations, Copilot can assist in tailoring responses and support to individual needs, enhancing the overall experience for those seeking help.

  • Marketing Copilot

    Personalised Donor Engagement: Copilot can help create tailored communication for donors, such as personalised thank-you notes, updates on how their contributions are making a difference, and invitations to events. This helps build stronger relationships and encourages continued support

    Efficient Campaign Management: By automating routine tasks like scheduling, follow-ups, and data entry, Copilot allows fundraisers to focus more on strategy and less on administrative work.

    Insightful Analytics: Copilot can analyse donor data to provide insights into giving patterns and preferences. This information can be used to tailor fundraising strategies and identify potential major donors.

    Compelling Content Creation: Whether it’s drafting grant proposals, creating social media posts, or developing campaign materials, Copilot can generate high-quality content quickly and consistently.

    Enhanced Collaboration: Copilot facilitates better communication and collaboration within fundraising teams and with other departments, ensuring everyone is aligned and working towards common goals.

How mhance Can Help

Kickstart Copilot: A focused workshop to raise awareness of Copilot’s potential and help your organisation get started.

Copilot Proof of Concept: Workshops to define use cases and develop a proof of concept for your organisation.

AI Business Benefits: Develop a business case for AI adoption to highlight its potential benefits and justify larger projects within your organisation.

Copilot Studio Training: Empower your team to design custom AI Copilots tailored to your organisation’s unique needs; maximising impact and efficiency.

AI Project: Define key AI focus areas and build a tailored AI implementation roadmap for your business.

Ready to start your AI journey with mhance?