Copilot in CRM
Augmented sales and service.
Opportunity and case summaries, meeting preparation, email and reply drafting.
- Sales
- Customer Service
- Field Service
Business impact
- Faster preparation
- Faster answers
- Less data entry
Dynamics 365 solutions
Copilot and agents
AI at the heart of your processes.
Copilot is built into Dynamics 365 apps, and Microsoft offers ready-to-use agents. Copilot Studio lets you build your own agents, connected to your data.
Save time
Less searching, copy-pasting and data entry.
Decide better
Summaries and analysis in seconds.
Stay in control
Your data stays protected by your roles and policies.
Features and impact
What you can do with Copilot and agents
Copilot in ERP
Simpler finance and operations.
Collections summaries, bank reconciliation assistance, sales line suggestions and data analysis.
- Finance
- Supply Chain Management
- Business Central
Business impact
- Faster closes
- Easier collections
- Less data entry
Microsoft 365 Copilot
AI in Outlook, Teams, Word and Excel.
Summarize a missed meeting, find information, draft a document or analyze a spreadsheet.
- Outlook
- Teams
- Word
- Excel
- PowerPoint
Business impact
- Meetings summarized
- Information found fast
- Documents produced faster
Prebuilt agents
Ready-to-use agents.
Microsoft offers agents in Dynamics 365, for example to qualify leads, manage cases or communicate with suppliers.
- Dynamics 365 agents
Business impact
- Fast value
- Tasks automated end to end
- Little configuration
Custom agents with Copilot Studio
Agents built around your rules.
Agents connected to your knowledge sources, Dataverse and systems, able to act in your processes: HR, IT, internal procedures, customer service.
- Copilot Studio
- Dataverse
- Power Automate
- Connectors
Business impact
- Instant internal answers
- Automated processes
- Fitted to your reality
Security and governance
Responsible AI.
Copilot respects existing permissions; governance relies on Microsoft’s security and compliance tools.
- Security roles
- Microsoft Purview
- Admin center
Business impact
- Protected data
- Governed use
- Compliance
What actually changes for your teams
BeforeSearching for information across Teams, Outlook and Excel.
AfterAsking Copilot.
BeforeAttending every meeting to stay informed.
AfterReading the summary and action items.
BeforeCopy-pasting between tools.
AfterAn agent that does the task for you.
How Dynalogia supports you
Discovery workshop
Prioritized use cases and a clear roadmap.
Pilot project
A first Copilot scenario or agent, measured in the field.
Rollout and training
Scaling up, governance and role-based training.
Microsoft technologies involved
- Copilot
- Copilot Studio
- Dataverse
- Power Automate
FAQ: Copilot and agents
Is my data used to train the AI?
Under Microsoft’s commitments for enterprise Copilot, your data is not used to train the foundation models, and Copilot respects your existing permissions.
Where do we start?
With a discovery workshop: we identify three to five high-value use cases, then launch a measurable pilot.
Do teams need training?
Yes. Short role-based training makes a big difference to adoption and the quality of results.
Does Copilot understand French?
Yes. Copilot supports French and many other languages.
How much does Copilot cost?
It depends on the product: some features are included in Dynamics 365, others need licences or extra capacity. We work through it with you.
Other Dynamics 365 solutions
Dynamics 365 Business Central
Finance, sales, purchasing, inventory and projects in one cloud solution.
Learn more →
Dynamics 365 Finance
Accounting, consolidation, budgets and financial reporting.
Learn more →
Dynamics 365 Supply Chain Management
Inventory, warehouses, purchasing, production and planning.
Learn more →
Ready to take the next step?
Book a 30-minute assessment with a Dynamics 365 expert. No commitment.