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Copilot for Dynamics 365

Make the most of AI technology to analyze and correct forecasts provided by sellers. The system not only detects the chances and risks of finalizing the transaction, but also identifies current trends among customers to maximize the chances of success.

Why do teams struggle with Dynamics 365 today?

Too much time on admin?

Copilot automatically captures meeting summaries, emails, and CRM updates – so reps focus on selling, not logging.

Going into calls unprepared?

Copilot surfaces relevant account history, recent activity, and recommended talking points directly before every call.

Insights buried in your CRM?

Copilot proactively surfaces deal risks, pipeline anomalies, and next-best actions so your team always knows what to prioritise.

What you can do with Copilot for Dynamics 365

Draft communications in seconds

Generate personalised emails, follow-up messages, and proposals using CRM data – edited and sent without leaving Dynamics.

Summarise accounts and opportunities

Get an instant briefing on any customer record – recent activity, open cases, notes, and relationship health at a glance.

Automate meeting recaps

After every Teams call, Copilot writes the meeting summary and updates the relevant CRM fields automatically.

Ask your data natural-language questions

Query pipeline performance, forecast accuracy, or customer trends by typing plain questions – no reports or filters needed.
Predict and manage deal risks

AI flags at-risk deals with suggested actions, helping managers intervene early and protect revenue targets.

Accelerate service resolution

Service agents get AI-suggested responses and knowledge articles surfaced in real time during customer interactions.

The measurable impact on your business

Faster sales cycles

Automated admin tasks and instant account briefings mean reps spend more time in front of prospects, shortening time-to-close.

Higher data quality

AI-assisted data capture eliminates incomplete records, giving leadership accurate forecasts and a single source of truth.
Improved CX
Every team member shows up to interactions prepared and informed, leading to faster resolutions and stronger relationships.
Faster onboarding

New hires get up to speed quickly – Copilot surfaces context and suggested actions so they perform confidently from day one.

Dynamics 365 Copilot features that transform how your team sells

Get to know your clients’ emotions

AI gives you the opportunity to talk to clients on a completely new level, thanks to recognition of emotions during the conversation. Based on tone and manner of speaking, the consultant better understands the client and their priorities – making it possible to personalise not only the content, but also the way it is communicated.

Use algorithms more efficiently

Converting speech or handwritten notes into text lets you quickly enter data into the CRM system. No information gets lost, and associating data with the right customer allows for instant sharing across the entire team.

Customize AI to your needs

The innovative tool lets you create new solutions recommended by the system, without the need for coding. Implement changes immediately and give your sellers access to new tools that improve the quality of work across the entire team and maximise potential profits.

Implement Copilot for Dynamics 365 with experts

Choosing the right partner is key to success. At Netwise, we provide:

Two Microsoft MVPs on board, bringing top-tier product insight and early access to platform innovations

Deep knowledge of Microsoft’s Dynamics 365 Sales ecosystem and integrations

Deep knowledge of Microsoft’s Power Platform ecosystem and integrations

Strategic consulting aligned to your business needs and processes

Adrian, our Chief Delivery Officer

Explore what’s possible with Copilot

Ready to unlock the potential of Copilots?