Microsoft Copilot & Dynamics 365 Integration

Artificial Intelligence at the service of Business

EOS Solutions, as an experienced Microsoft Partner in Digital Transformation, is committed to providing cutting-edge solutions, leveraging the advanced capabilities of artificial intelligence (AI) through Microsoft tools. In an environment of continuous technological evolution, Microsoft Dynamics 365 Business Central represents a benchmark for innovation, having already contributed to the success of more than 30,000 small and medium-sized businesses.

EOS Solutions, through the adoption of Microsoft Copilot and integrations with Microsoft solutions, positions itself as a leader in enabling organizations toward an innovative and competitive digital future.
Integrating next-generation AI, Microsoft Copilot radically transforms work efficiency by automating daily tasks and promoting creativity. With the growing challenge of managing time and energy in the work environment, Copilot emerges as a crucial solution for optimizing resources, enabling business leaders to focus on business priorities.

Microsoft Copilot, integrated with Microsoft Dynamics 365 family apps-from ERP to customer experience management-and Microsoft 365, not only facilitates automation but it also extends its capabilities in predictive analytics and actionable insights production, working as an expert advisor for business decisions.

Examples of integration with Business Central ERP and Customer Experience Dynamics apps

Here's what Copilot can do with Microsoft Dynamics 365

Business Central

INTERACTIVE NATURAL LANGUAGE DIALOGUE

Interfacing with Microsoft Dynamics 365 Business Central becomes intuitive via chat, speeding up the search for information and understanding of functionality.

  • Are you looking for your data? You may ask Copilot, "Show me the last sales order for Mario Rossi."
  • Do you need explanations and guidance for learning Business Central concepts? Ask Copilot, "How can I save list filters so I can reuse them later?"
Copilot enables chat dialogue with Dynamics 365 Business Central
Copilot enables chat dialogue with Dynamics 365 Business Central
Copilot speeds up bank reconciliation in Business Central
Copilot speeds up bank reconciliation in Business Central

Business Central

ADVANCED BANK RECONCILIATION

Copilot simplifies financial management by facilitating bank reconciliation and accounting correspondence, improving operational efficiency significantly.

Accountants have to import bank statements and reconcile transactions with bank accounting movements to ensure that all transactions are accounted for. Although Business Central streamlines this activity through rule-based transaction matching, the remaining work required to process transactions without matching each week is still a considerable amount. Copilot reduces accounting activities by matching multiple transactions and suggesting CoGe accounts for recording the leftover transactions.

Business Central

CREATING MARKETING TEXTS FOR E-COMMERCE

From simple images to effective marketing strategies, Copilot integrates automated processes, enriching e-commerce platforms such as Shopify with targeted and personalized content.

  • Start with an image
  • Enter the features
  • Create a marketing card automatically, thanks to AI
  • Customize AI suggestions
  • Post to Shopify
  • Send the item directly to your Shopify store to start selling right away
  • Access the corresponding product in your Shopify store as your customers would see it
Copilot helps you write marketing texts
Copilot helps you write marketing texts
Business Central & Copilot: concrete use cases > sales lines
Business Central & Copilot: concrete use cases > sales lines

Business Central

Easily create sales lines

This AI feature in Business Central can accept various input methods, such as free text, files or preset prompts. Microsoft Copilot improves operational efficiency and speeds up the release of sales documents to customers, potentially increasing revenue. The AI assistant intelligently suggests and assists in the creation of sales lines, relieving users from manual entry, ensuring accuracy and saving time through advanced processing capabilities that take into account customers' sales history.

Business Central

Create product information faster

Companies that manage a dynamic product range often find themselves struggling to quickly create product information. Copilot, Business Central's AI assistant, significantly reduces the effort and accelerates time to market for new products, enabling companies to meet customer demands more efficiently.

By suggesting item-related information, such as variants, units, substitutions, and dimensions, Copilot simplifies the process.

Business Central & Copilot: concrete use cases > product information
Business Central & Copilot: concrete use cases > product information

Business Central

Data-driven decisions with analysis assistance

Business Central has powerful built-in capabilities to create analytical views of data, but manually constructing those views requires time and skill. Copilot simplifies analysis by transforming raw data into clear views with totals, grouping, pivots, and filters—all from simple text instructions and without ever leaving Business Central. Prompted by just a simple sentence, Copilot can identify trends and anomalies in your data, helping you make data-driven decisions that propel your business forward.

Get to insights fast with Copilot-created analysis tabs
Get to insights fast with Copilot-created analysis tabs
Customer Journey creation in natural language
Customer Journey creation in natural language

Smart Customer Journey

With Dynamics 365 Customer Insights Journeys, Microsoft's marketing-automation app, and Copilot, you describe in everyday words what you want to create and rely on generative AI for the Customer Journey to be created automatically.

You can write natural language prompts to describe your communication strategy to Copilot. In a few seconds you get a recommended, customized journey with triggers and segments. The more data Copilot has, the more functions it can perform. Copilot also supports marketing by coming up with ideas and text rewrites.

Sales

Increasing Sales Productivity

Microsoft Dynamics 365 Sales continues to offer features that improve customer insight and increase sales through intelligence, collaborative selling, and sales processes optimized by Copilot. A new proposal summary feature summarizes important details associated with a specific contact, opportunity, lead, or account. The summary updates salespeople on budget, authority (decision maker), needs and timing deduced from the proposal documents, and recommends next steps.

Copilot: summary of proposals in Dynamics 365 Sales
Copilot: summary of proposals in Dynamics 365 Sales
Copilot accelerates negotiations in Dynamics 365 Sales
Copilot accelerates negotiations in Dynamics 365 Sales

Sales

Closing deals faster

Sales has access to detailed AI-based information and actionable recommendations within their workflow, and this enables them to stay on top of email conversations with customers and actions to take after meetings to move deals forward more quickly.

Sales

Qualifying leads

Enhancements to the Dynamics 365 Sales lead qualification system enable assigning opportunities to the appropriate salesperson, viewing an AI-generated summary, and creating multiple opportunities from a single lead.

Copilot helps manage leads in Dynamics 365 Sales
Copilot helps manage leads in Dynamics 365 Sales

Copilot and Microsoft 365

Copilot synergically with Microsoft 365 offers features that simplify tasks, automate workflows and improve collaboration.

Word

Document generation and optimization, facilitating content writing and summarization.

  • Allow Copilot to create a first draft, get you inspired with ideas, and build a document based on what you have already done
  • Do you need a short summary of a longer presentation? Let Copilot summarize the key points
  • Use Copilot to rewrite text and turn it into tables easily
  • Short on time? Allow Copilot to summarize the document

Excel

Advanced data analysis, with support in generating formulas and visualizations, thereby improving data interpretation.

  • Use Copilot to help you explore and better understand your data
  • Allow Copilot to analyze and view your data
  • Highlight, filter and sort data easily

Outlook

Efficient management of email communications, with features for summarizing and organizing information.

  • Save time when preparing e-mail messages with Copilot as your editing partner
  • Use Copilot to turn long email conversations into short summaries
  • Generates a summary of emails in which you have been mentioned recently

PowerPoint

Creation and synthesis of presentations, with the ability to generate visual content consistent with corporate identity.

  • Assign Copilot a topic and ask to create a draft presentation
  • Do you need a short summary of a longer presentation? Let Copilot summarize the key points
  • Allow Copilot to create a presentation by generating slides or images with your own corporate customization

Don't miss the opportunity to transform your business. To learn more about how AI solutions based on Microsoft Copilot and Dynamics 365 can revolutionize your business environment, contact us.