Dynamics 365 Agents

Copilot recommends responses based on case history and real-time conversation context. 

AI automatically summarises cases and suggests relevant knowledge articles to help agents resolve issues quickly. 

Deploy chatbots to handle routine inquiries 24/7, reducing workload and improving customer satisfaction. 

AI evaluates case attributes and sentiment to route inquiries to the most qualified agent. 

Monitor customer tone and urgency across email, chat, and voice channels to prioritise cases and improve service response. 

Identify audience segments automatically using behavioural and demographic insights — improving campaign targeting. 

Create email copy, social posts, event descriptions, and landing-page text using AI to speed up content production. 

Copilot suggests optimal customer journeys, channels, and touchpoints based on historical engagement patterns. 

Understand which leads are most likely to convert and focus marketing efforts where they will have the biggest impact. 

Ask questions like “Show my at-risk opportunities” or “What cases need escalation today?” and get instant answers — without navigating menus. 

Copilot provides concise bullet-point summaries so teams can get up to speed quickly. 

AI extracts key details from emails, Teams chats, notes, and attachments to update CE records automatically. 

Copilot identifies next steps based on interactions, helping teams stay proactive and organised. 

AI predicts future cash inflows and outflows, helping your finance team anticipate cash shortages, plan investments, and manage liquidity with confidence. 

Machine learning forecasts demand at an item level, helping you optimise stock levels, reduce stock-outs, and avoid unnecessary purchasing. 

AI identifies customers who may pay overdue, allowing you to adjust payment terms, follow up earlier, and protect your cash position. 

Automatically create high-quality, accurate product descriptions using your existing item data — ideal for catalogues, e-commerce, or internal use. 

Generate persuasive marketing copy for products, ready for your web shop (e.g., Shopify), email campaigns, or customer communications. 

Copilot identifies similar items when a product is unavailable, helping maintain sales momentum and ensuring a seamless customer experience. 

Ask questions such as “Show overdue invoices” or “Which items are low on stock?” and get immediate, contextual answers — no need to navigate multiple screens. 

Copilot provides concise, role-based summaries of customers, items, and sales orders so you can understand key information at a glance and take action faster. 

Copilot can draft lines for sales quotes, orders, and invoices based on simple natural language instructions or structured data. 

AI-powered analysis mode helps you summarise, group, and explore list data quickly — reducing time spent on manual reporting and spreadsheet work. 

Copilot improves the accuracy and speed of bank reconciliation by: 

• Automatically matching more bank transactions with ledger entries 
• Suggesting likely G/L accounts for unmatched items 

This feature dramatically reduces manual effort and improves month-end accuracy. 

The Payables Agent streamlines end-to-end vendor invoice processing. It interprets invoice data, applies business rules, and posts accurately — cutting down processing time and reducing errors. 

A breakthrough AI tool that automatically processes incoming customer emails. The agent: 

• Identifies the customer
• Clarifies missing details through multi-turn email conversations
• Checks product availability
• Creates and sends a formatted PDF sales quote 

This significantly reduces manual data entry and speeds up the sales cycle.