Product
Copilot in Dynamics 365 is the set of generative AI capabilities built into Dynamics 365 apps such as Sales, Customer Service, Finance and Operations and Business Central. It summarizes records, answers questions about business data the user can access and prepares drafts for human review.
| Type | Product |
|---|---|
| Documentation | learn.microsoft.com/en-us/dynamics365/copilot |
2026-08-19 · Video on YouTube
Sales calls, service cases, invoices and orders bury the facts people need under notes, emails and menus. This Simply Explained episode shows business users and decision makers how Copilot in Dynamics 365 summarizes records, answers questions and prepares…
2025-08-15 · Video on YouTube
Out-of-the-box Copilot in Dynamics 365 is a smart generalist. To make it an expert in your business, feed it your domain data—securely—via Dataverse, curated connectors, and Azure data pipelines. Map fields to clear schemas, apply role-based access and…
2026-01-05 · Video on YouTube
Everyone thinks their controls still work because the dashboards are green — until the copilot makes a perfectly “authorized” decision no one can actually explain. This talk makes the case that tools like Dynamics 365 Copilot don’t just speed up work; they…
2025-12-09 · Video on YouTube
You feel the chaos, inbox overflow, tickets vanish, customers rage. In this episode, we show how to tame that chaos with autonomous agents inside Dynamics 365 that standardize email-to-case intake, classify intent, and route every ticket with honest math…
2026-07-21 · Video on YouTube
Dynamics 365 Customer Service is Microsoft's intelligent customer support platform that helps organizations deliver fast, personalized, and consistent service across every customer interaction. In this episode of Microsoft Knowledge Nuggets, Mirko Peters…
2026-08-18 · Video on YouTube
Customer service agents lose time jumping between inboxes, tabs and notes while customers repeat their story. This Simply Explained episode is for Dynamics 365 users, service leads and admins who want to understand how Copilot Service workspace organizes…
2026-08-17 · Video on YouTube
Frontline technicians often juggle manuals, laptops and memory while doing careful physical work. In this Simply Explained episode, Mirko Peters explains how Dynamics 365 Guides used mixed reality on HoloLens, Teams and Copilot to bring instructions to the…
2026-08-19 · Video on YouTube
Repetitive work such as sorting leads, updating cases, matching transactions and chasing suppliers eats up time across every business team. In this Simply Explained episode, Mirko Peters shows Dynamics 365 users and decision makers what autonomous agents…
2025-08-07 · Video on YouTube
Copilot in Dynamics 365 Sales is a quiet force multiplier, not a miracle. It reliably saves minutes on drafting emails, nudging follow-ups, and surfacing status—especially in standard motions. It stumbles when CRM data is stale, workflows are bespoke, or you…
2025-11-03 · Video on YouTube
In this episode, we take a deep dive into Microsoft Copilot inside Dynamics 365 Business Central and explore how AI is transforming day-to-day business operations. We start by grounding listeners in the essentials of Business Central—a comprehensive ERP for…
2025-08-17 · Video on YouTube
Field techs lose 15–30 minutes per job on paperwork—creating hidden costs, bad data, and delayed billing. Dynamics 365 Field Service + Copilot turns spoken updates into structured work orders (parts, labor, photos, signatures) and pushes them into scheduling…
2026-07-13 · Video on YouTube
Microsoft Copilot is bringing AI directly into enterprise resource planning, making complex financial and operational processes easier to manage. In this episode of the M365 FM Podcast, Mirko Peters explains how Copilot enhances Microsoft Dynamics 365 Finance…
Feed it your domain data securely through Dataverse, curated connectors and Azure data pipelines, with fields mapped to clear schemas. Then it can give forecasts and recommendations that match your reality. · From the episode: Extend Copilot in Dynamics 365 for CRM and ERP
It is a quiet force multiplier. It saves minutes on drafting emails, nudging follow-ups and surfacing status, especially in standard sales motions, but it does not replace nuance and works poorly on stale or bespoke data. · From the episode: Copilot in Dynamics 365 Sales
It works best on email first drafts, opportunity snapshots for stand-ups and handoffs, follow-up reminders on stalled deals, and triage for SDRs working high volumes. Drafts still need tone and fact checks. · From the episode: Copilot in Dynamics 365 Sales
Start with clean data, tight guardrails and clear success metrics, treat outputs as first drafts, and combine AI ranking with human judgment. Scale only after the pilot shows consistent time savings. · From the episode: Copilot in Dynamics 365 Sales
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Maintained by Mirko Peters (Microsoft MVP) · Last updated:
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