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Tech Insights 5 min read

New microsoft update coming : are you ready to surf the Copilot wave ?

In this second half of 2023, Microsoft is once again giving Dynamics 365 customers the tools to take their business transformation to the next level. With innovations like Copilot, users will be able to revolutionize their operations and set their business apart. Read this Microsoft blog to delve into the details of what's coming. One thing is for sure though, Copilot is everywhere! Here's how it's going to improve the applications you already use and love.

Dynamics 365 Marketing & Copilot

The 2023 release wave 2 plan for Dynamics 365 Marketing introduces groundbreaking innovations. Microsoft empowers marketers to generate ideas and content faster, launch customer journeys, and complete time-consuming tasks just by describing them.

With the power of generative AI, marketers can analyze data, gain insight into their customers, and optimize every interaction to create engaging experiences. This release helps unify sales and marketing teams by crossing out execution gaps and redundancies, so organizations can drive more revenue together. It also helps respond to customers in real time, engaging them in the moments that matter.

Copilot Knows Your Style

Who has time to make sure to pick the right shade of blue for their new email campaign ? Not me ! Copilot makes it easy to incorporate website design elements like fonts, font sizes, and colors palettes — just enter the URL! 🤩

Same story with forms and event registration pages. You copy-paste your event URL and you just have to fine-tune and adjust.

Lead generation form

Create Personalized Customer Journeys

With Dynamics 365 Marketing & Copilot, anyone can craft customer journeys, even if they've never done it before. Simply describe what you want in plain English and the AI will take care of the rest. Meaning less work for you, with more personalized experiences for customers! Get your team on board quickly with the journey copilot functionality and content ideas for email creation. You can get your customer experience ideas out there in a flash, all this without having to worry about the minutiae of the journey.

copilot journey

Dynamics 365 Sales & Copilot

For 2023 release wave 2 in Dynamics 365 Sales, Microsoft will use data and AI to help sellers prioritize engagement. Copilot in Sales provides recommendations, summarizes data, retrieves information, and performs actions in context and within the flow of work.

Bye Viva Sales, Hello Sales Copilot!

It's the same great product experience you've been used to, but with a spiffy new name and icon. As an out-of-the-box Copilot, it's like the ultimate sales assistant! It turbocharges productivity by bringing customer relationship management (CRM) data and AI into every salesperson's workflow in Microsoft 365 and Microsoft Teams. So now, salespeople can finally focus on the important stuff: creating connections, establishing trust, and taking deals to the finish line. With next-generation AI, salespeople can work smarter, not harder!

Proposals So Good You'll Want to Frame Them

Sellers do their homework to understand pain points, goals, and expectations before crafting a proposal. Making a proposal that's both beautiful and timely? That's the real challenge! But AI-generated proposals can help speed things up — crafting the first draft based on existing data to make sure it's relevant and on-point.

Knowing Is Half the Battle

With the account summary feature, sellers can now access a consolidated summary of vital customer data with the magical power of AI! No longer do they have to spend hours combing through scattered information or manually compiling account details. Now they can access a comprehensive overview of each account with ease. They can prioritize their work and engage with customers more effectively and with the personal touch they deserve.

Say Goodbye to Email Chaos

Currently, sellers have to track their email conversations like a hawk and meticulously recall and note action items. set due dates, and complete their tasks — from setting up a follow-up meeting to revising quotes after talking to all stakeholders. But with this enhancement, it's like a breath of fresh air! Email conversations are tracked, action items are added to the Up-Next widget, and reminders are sent to make sure nothing gets missed.

Time is Money

Sales reps have a limited window of opportunity to have an effective customer conversation. To really make an impression and build credibility, they need to have the right data points to discuss. Depending on the sales lifecycle, sellers need certain information to make the most of an upcoming customer meeting. That's where Copilot in Dynamics 365 Sales comes in! It uses generative AI to maximize sellers' efficiency and give them an extra edge in customer engagement. Copilot helps sellers hone in on the key points, giving every meeting an extra jolt of meaning and productivity.

Meeting preparation notes

Juggling multiple deals? No sweat!

Sellers often find themselves inundated with multiple deals at once — it's like juggling flaming bowling pins! With all the data scattered around, it can take ages to piece together the information necessary to prioritize their work. But with AI-generated opportunity summaries, the task is made super easy. These summaries provide a concise overview of key customer data, such as buying behavior, preferences, and past purchases. Meaning, sellers can easily tailor their sales pitches and increase their odds of success — no more flaming bowling pins.

Generated summary catch-up

Straight From the Horse's Mouth

By integrating Bing's contextual news, users can access the latest scoop on the company they're working with! Dynamics 365 Sales can give sales teams the power to have conversations that are up-to-date and on point. They can then craft pitches that are spot-on, and spot new opportunities that are just waiting to be taken.

Dynamics 365 Customer Service & Copilot

Copilot is the perfect sidekick to help agents soar to new heights of efficiency! With AI-powered assistance, agents can find resources that'll resolve issues faster, handle cases more efficiently, and automate those pesky time-consuming tasks. Keep your agents on the cutting edge with Copilot!

Copilot in Dynamics 365 Customer Service uses generative AI to help agents take the tedium out of customer service. Why read through long case details and email threads when you can deliver exceptional customer service in record time? Copilot removes the need to sift through lengthy transcripts, so you can be a customer service hero in no time.

Copilot conversational

Generative AI is making a splash in the customer service world. AI-powered customer service can complete customer conversations, triage, close cases, draft, and send emails quicker than you can blink. And with the help of the Copilot Report's historical analytics, users can see just how much impact this incredible technology is making.

Dynamics 365 Business Central & Copilot

Businesses today are looking for ways to do more with less effort, and Microsoft Dynamics 365 Copilot is the answer! Copilot in Business Central is like a helpful AI sidekick for SMB workers. It makes their jobs easier and more efficient. And now, with the recent wave of expansion, Copilot is helping a bigger and better set of roles. It's making it simpler than ever for businesses to get the most out of their day.

Finance professionals in SMB organizations have a tough job--trying to match customer payments, refunds, and purchases to their bank ledger entries. But Copilot makes it easier, automating the transaction-matching process so that there's no need to break a sweat. Now you can spend your hard-earned time doing something more gratifying than reconciling!

Save time and effort when bringing new products to market? No sweat, Business Central's first copilot feature, 'Marketing Text Suggestions' is now ready to fly the friendly skies! This upgrade includes:

  • Oodles of quality improvements to address customer feedback,
  • Support for languages beyond English,
  • Adding marketing text to Price Lists,
  • Making it easier to discover in the web client and improved content moderation.

So make sure to buckle up and enjoy the ride!

Important Dates

The 2023 Wave 2 features will be released starting October 1st, 2023.

Early access will be available from July 31, 2023, and the Release Plans will be available in 11 additional languages (including French) from August 7, 2023.

How to Get Ready ?

As we did with the previous wave of updates, we'll have two webinars to explain the changes. You'll also be able to ask questions of our experts and make sure you're fully prepared! To make sure you don't miss out on anything, check your inbox and follow us on LinkedIn.

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August 02, 2023 by Lukas Vézina Marketing Content Specialist

Marketing specialist working at Gestisoft since 2017, I firmly believe any subject can be interestingly presented. It just takes empathic and creative storytelling.