Unlocking the Power of Copilot & Agents in Microsoft Dynamics 365 CE

Webinar Overview

This webinar explores how Copilot transforms productivity and intelligence across Dynamics 365 Sales, Customer Service, Customer Insights, and Field Service, and how organizations can extend these capabilities using Copilot Studio agents. Attendees will gain a clear understanding of practical use cases, configuration tips, and strategies to maximize AI-driven outcomes.

What You’ll Learn

1. Copilot in Dynamics 365 Sales

• How Copilot accelerates deal cycles with AI-generated summaries, email drafting, and opportunity insights.
• Using Copilot to analyze customer sentiment and engagement.
• Automating repetitive seller tasks to increase time spent on relationship-building.

2. Copilot in Dynamics 365 Customer Service

• Enhancing agent productivity with real-time conversation assistance.
• Auto-generating case summaries and knowledge articles.
• Improving customer satisfaction through faster, more accurate resolutions.

3. Copilot in Dynamics 365 Customer Insights

• Leveraging AI to design and automate personalized customer journeys.
• Predicting customer behavior to trigger timely journey actions.
• Using AI-driven insights to optimize journey outcomes and engagement.

4. Copilot in Dynamics 365 Field Service

• Streamlining work order creation and technician scheduling.
• AI-driven recommendations for resource allocation.
• Empowering frontline workers with guided troubleshooting.

Enhancing Your Organization with Copilot Studio Agents

• Designing custom AI agents tailored to your business processes.
• Integrating agents with Dynamics 365 apps and external data sources.
• Automating workflows, escalations, and customer interactions.
• Best practices for governance, security, and responsible AI.
• Copilot credits, how they work and what you need to know.

Who Should Attend

• Business leaders and decision-makers
• CRM administrators and solution architects
• Sales and Marketing, service, and field operations managers
• Anyone interested in AI-driven transformation within Dynamics 365

Key Takeaways

• A clear roadmap for adopting Copilot across D365 applications.
• Practical examples of AI improving productivity and customer experience.
• Guidance on building and deploying Copilot Studio agents.
• Strategies to scale AI responsibly across your organization.

Event Details

Format: Live webinar with Q&A

Duration: 60 minutes

Registration: Please register to secure your spot.

Join Us

Discover how Copilot and Copilot Studio can elevate your Dynamics 365 environment and empower your teams with intelligent, automated, and intuitive tools.

We look forward to having you at the session!