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Microsoft Dynamics 365 Copilot

Microsoft Dynamics 365 Copilot

AI assistance and agentic workflows across Microsoft Dynamics 365 CRM and ERP applications

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What this product helps you do

Microsoft Dynamics 365 Copilot is an umbrella for AI capabilities embedded across paid Dynamics 365 CRM and ERP applications, not a separate free product. Capabilities differ by application: Sales can summarize leads and opportunities, surface changes, prepare meetings, assist email, and retrieve account news; Customer Service and Contact Center support service workflows; Business Central includes Copilot and agents for supported business tasks; other Dynamics products expose their own current Copilot or agent experiences. Microsoft is also evolving some seller workflows toward the Sales agent in Microsoft 365 Copilot. Pricing and prerequisites therefore depend on the underlying Dynamics 365 application, user type, region, tenant configuration, and any additional Copilot or capacity license.

Problems it solves

  • CRM and ERP users spend time locating and summarizing application records
  • Sales and service teams repeatedly prepare meetings, emails, and case context
  • Operational teams need AI assistance inside governed business applications
  • Organizations must coordinate application-specific Copilot features, licenses, and rollouts
Best for
Organizations already using Dynamics 365 CRM or ERP productsSales teams working with leads, opportunities, accounts, and meetingsCustomer-service and contact-center teams managing cases and conversationsFinance, supply-chain, field-service, and Business Central operators

Microsoft Dynamics 365 Copilot refers to AI assistance and agentic capabilities embedded across supported Dynamics 365 CRM and ERP applications. Features include record summaries, recent-change highlights, meeting preparation, email assistance, service workflows, and application-specific operational help.

Pricing is paid and application specific. Buyers should evaluate the exact Dynamics product, user license, Microsoft 365 requirement, region, and rollout rather than treating Copilot as a separate free plan.

Information

DeveloperMicrosoft Corporation
Languagesen, fr, it, ru, ja, ar, es, pt, de, zh, ko, hi
Pricing modelpaid
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