Provide interactive, AI-powered assistance across business functions. With Dynamics 365 Copilot, organizations empower their workers with AI tools built for sales, service, marketing, operations and supply chain roles. These AI capabilities allow everyone to spend more time on the best parts of their jobs and less time on mundane tasks.

According to a Microsoft recent survey on business trends, nearly 9 out of 10 workers hope to use AI to reduce repetitive tasks in their jobs.

Customer relationship management (CRM) and enterprise resource planning (ERP) systems are mission-critical; however, these both frequently require burdensome tasks like manual data entry, content generation and notetaking.

Dynamics 365 Copilot uses recent advancements in generative AI to automate these tedious tasks to unlock the full creativity of the workforce.

This is not the first time Microsoft has used the term “copilot” in relation to its AI technology. When it announced in February that Bing was incorporating AI, the company said the search engine is now an “AI-powered co-pilot for the web.”

Dynamics 365 Copilot puts CRM and ERP can accelerate pace of innovation and improve business outcomes in every line of business:

• Copilot in Microsoft Dynamics 365 Sales and Viva Sales helps sellers to dramatically reduce the time spent on clerical tasks. AI can help to write email responses to customers and to create an email summary of a Teams meeting in Outlook. The meeting summary also pulls in details from the seller’s CRM such as product and pricing information, and insights from the recorded Teams call.
• With sellers spending as much as 66% of their day checking and responding to emails, this presents a significant business upside to give the seller more time with their customers.
• Copilot in Dynamics 365 Customer Service empowers agents to deliver exceptional customer care. Dynamics 365 Copilot can drafts contextual answers to queries in both chat and email. Interactive chat experience uses knowledge bases and case history and this AI-powered expertise is always available to answer questions.
• Customer service departments can now build virtual agents in minutes with conversation boosters in Power Virtual Agents,to harnesses the power of the Azure OpenAI Service and Bing to provide answers from company websites and internal knowledge bases.
• Copilot in Dynamics 365 Customer Insights and Dynamics 365 Marketing empowers marketers to simplify data exploration, audience segmentation and content creation.
  • With Copilot in Dynamics 365 Customer Insights, marketers can curate highly personalized and targeted customer segments, using dialogue with their customer data platform in natural language.
  • Marketing staff can receive suggestions about additional segments not previously considered. This new capability can handle complex calculations and match customers that fit a select profile.
  • In Copilot for Dynamics 365 Marketing, marketers can describe their customer segment in their own words to create a target segment with the query assist feature.
  • Marketers can also use Dynamics 365 Copilot tfor inspiration for fresh email campaign content based on a simple request. Copilot makes suggestions based on: key topics entered by the marketer, the organization’s existing marketing emails, and from a range of internet sources to increase the relevance of generated ideas.
• Copilot in Dynamics 365 Business Central streamlines the creation of product listings for online commerce. Use Product attributes such as colour, material and size to create compelling product descriptions for online storefronts in seconds. Tailor the descriptions and choose tone of voice, format and length. Business Central customers who use Shopify can seamlessly publish the products and their descriptions to their Shopify store in just a few clicks.
•  Microsoft Dynamics 365 Supply Chain Management customers can access Copilot in Microsoft Supply Chain Center, to proactively flag external issues such as weather, financials and geography that impact key supply chain processes.
• Predictive insights can then
• surface impacted orders across materials, inventory, carrier, distribution network and more. Supply chain planners can automatically draft an email generated by Dynamics 365 Copilot to alert impacted partners and mitigate potential disruptions before they happen.

The next era of business applications is already transforming with generative AI. Users will increasingly expect their CRM and ERP applications to include AI-powered expertise.

The recent AI momentum incorporates the next generation of AI capabilities across Microsoft 365, Dynamics 365, and the Power Platform and includes::

• Viva Sales, which helps sellers by bringing a sales copilot to their flow of work in Microsoft 365;
• –Power Apps, enabling citizen developers to write code using natural language.
• Microsoft Teams, the collaboration platform for work with more than 280 million monthly active users; 

View Top Selling Items Aged Inventory

In the Business Central dashboard, select Aged Inventory to see what inventory items have been present for over 120 days, and to see how long each item has been in inventory..

Once you’ve gained insight into the efficiency of your inventory determine what are your best selling items. From your Business Central dashboard select Items, then select Report, then Inventory, then Inventory Statistics, and finally select Inventory – Top 10 List.

You are now looking at a report of your best selling products, to aid you in taking informed decisions for future inventory needs.

Check Inventory and Vendor Lead Time

After determining what products are selling successfully for your business and what products are having a slow turnover rate, determine the vendor lead time for these items. What is the time from when a purchase order is made to when the item is assembled and ready to be distributed to buyers. This data, will help you avoid the risk of being out of stock for your most popular items, a key source of revenue. 

Use the search function in Business Central located at the top right corner of your screen and search for Purchase Advice. This generates a report that shows both the total number of orders for your company’s items and the actual number in stock for each of these items. 

When you see an item that’s out of stock, go to your dashboard again and select Vendors. From there, select Report, then Purchase, then Vendor/Item Purchases. Now youhave access to a Vendor/Item Purchases report that will show the lead time of all vendors.

Easily Restock Items

Through just a few simple clicks, you have a better understanding of what is selling for your company, what isn’t, and the general turnaround time for all of these products. Such information is what makes Business Central so beneficial for inventory management. 

Use the insight gained on all inventory, to easily enter purchase invoices for items that are out of stock or close to being out of stock. Select Vendors from the dashboard screen to find the required vendor and then select Purchase Invoice, and enter the vendor invoice number along with the items purchased.

Once posted, the invoice is complete, and you don’t have to worry about being behind on inventory restock.

Future Inventory Stock

Leverage the information on inventory movement given to you by Business Central to predict future inventory needs. Go to your dashboard and find the Forecast application. Select the Forecast menu. Look at the Sales View and Inventory Forecast. 

The Inventory Forecast gives you visibility and insight about upcoming inventory needs using data in Business Central. It provides predictions for when certain items will be out of stock by analyzing current inventory and consumer trends for your company.

Keep your warehouse data accurate and updated in a timely manner with mobile transactions and use of rfid/barcode technology and also to undertake perpetual and annual inventor counts.

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