Tag: Assistant

 

Copilot for Dynamics 365 Customer Service

I am sure you have heard all about Microsoft’s new AI capabilities called ‘Copilot’ that is coming to other Microsoft software besides Dynamics 365! In a previous article I discussed some of the Viva Sales Copilot features like the ability to have AI create email responses for customers based on Dynamics 365 data and Microsoft 365 data. (If you haven’t read the article or seen the video you can doRead More

D365 Assistant for Teams (Preview)

Most of you have probably heard of the Sales Insights assistant in Dynamics 365 (aka Relationship Assistant) which is part of the free Sales Insights features in Dynamics 365 Sales. The assistant displays action cards through out Dynamics 365 with information about data in Dynamics 365 and Exchange. These action cards give the sales user several different types of insights, for example a reminder about an upcoming meeting or aRead More