Enhance your Dynamics 365 experience with Copilot

Learn how the integration of Copilot in Dynamics 365 can boost productivity and deliver personalized customer engagement in marketing, sales, and customer support.

Nolaine Puig 1 September 2024
Enhance your Dynamics 365 experience with Copilot

Boosting productivity and delivering personalized customer experiences are now top priorities for business leaders like you. To achieve these goals, having the right tools is essential. Microsoft’s Power Platform, Power Apps, and Dynamics 365 are at the forefront of this transformation, offering AI-driven solutions that enhance both efficiency and customer engagement. In this exploration, we’ll show how these tools empower organizations to seamlessly integrate AI into their operations, unlocking new levels of productivity and personalization.


Microsoft's generative AI tool, Copilot, is now seamlessly integrated into Dynamics 365, designed to boost productivity and deliver personalized customer engagement. Here's how Copilot transforms key areas of your business:

  • Marketing: Streamline repetitive tasks, quickly summarize insights for immediate action, and effortlessly generate initial ideas, visuals, and copy for creative projects.

  • Sales: Forge genuine connections by leveraging timely and comprehensive customer data, all at your fingertips.

  • Customer Support: Increase efficiency with AI-driven conversational assistants that resolve issues faster and more effectively.

To fully realize the benefits of generative AI in your Dynamics 365 environment, encourage daily use across your organization, manage AI as an assistant rather than just a search tool, and make the most of the time you save.

Published by

Nolaine Puig Marketing Support Specialist, Magnetism Solutions

About our partner

Magnetism Solutions

Magnetism is one of New Zealand’s most experienced Power Platform, Dynamics 365 & CRM practitioners.  A Microsoft Partner with Gold competency for Dynamics 365, Power Platform, PowerApps, Power Automate, Power BI and Copilot.  Magnetism specialises in Power Platform and Dynamics 365 and is exclusively focused on the Microsoft technology stack.  Our Power Platform & Dynamics 365 expertise spans the private, public and non-profit sectors and our clients include government departments, charities, tertiary education and training institutions, healthcare services, corporates and SMB’s Magnetism has an enviable track record in successful Power Platform & Dynamics implementations. We are proud to have won the Microsoft NZ CRM Solution of the Year Award in 2009 and 2017 and we were finalists in 2010, 2011, 2012, 2013, 2014 & 2015. We have a track record of delivering results on-time and within budget for multiple customers. All our development team are Power Platform, Dynamics 365, CRM, Azure & Mobile specialists and lead their field. They are trained in best-practice techniques for Dynamics, Azure & Mobile development and have wide experience in implementing solutions across a range of industries and applications. In addition, Magnetism is a market leader in Power Platform, Dynamics 365/CRM training.  We have Microsoft Certified Trainers and a fully-equipped training facility at our Auckland office.  We offer all official Microsoft courses for both users and developers. Get in touch with us!

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