Copilot in Microsoft Dynamics 365 is now capable of summarization

And it could be used to optimize workflows in every department.

4 min. read

Published onJune 25, 2024

published onJune 25, 2024

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Microsoft Dynamics 365 is creating a new trend in the exciting enterprise technology field with its powerful AI summarization ability. Think about it: complicated data from different parts of your business—supply Chain Management, Finance, Commerce, or Human Resources—is not only available but also condensed into understandable and useful information.

Microsoft says this is whatCopilot in Dynamics 365uses artificial intelligence for. This technology allows users to complete tasks without constantly switching their contexts, leading to quicker and better decision-making by the user.

Vendor summaries are cleaning up the way you grasp vendor performance and financials. Picture yourself as a procurement manager who, instead of moving through maze-like forms, receives a summary of active contracts, purchase orders, etc.

In the same manner, accounts payable teams quickly see essential financial details. This context-aware method makes connecting with vendors easy for users of any role.

For sales and purchase orders,AI summarizationis very useful as it helps to highlight key items in open orders. This can be a big advantage for teams that handle purchases and sales because they used to spend many hours tracking these kinds of orders. Copilot combines important details into one place, making it straightforward to spot things that need urgent attention.

Customer summaries transform Copilot into a useful tool for various customer service teams by personalizing the knowledge to fit the user’s part. Whether you are an accounts receivable agent who requires easy information about open invoices or part of the sales order team looking for details on open orders and shipments, Copilot can offer assistance. This helps in making sure that interactions with customers become not just faster but also more successful.

Warehouse Workers: These employees must begin their day clearly and understand what they will do. Copilot’s dynamic operational summary on the Warehouse Management home screen provides this, keeping them updated during their shift and aiding in quick adjustment to modifications.

Another area where AI summarization is helpful is providing workflow history summaries. These help review and approve invoices, expense reports, etc., and provide a compact overview of recent actions and comments.

For business workers buying items (procurement managers) and keeping track of stored goods (warehouse managers), the shortened form of product previews and detail summaries provides easy-to-understand crucial details. This makes work faster and more effective in managing inventory.

For HR and employees, Copilot helps in handling leave. It condenses important details such as vacation and sick days balances, making it easy for workers to arrange their time away.

For retail, Copilot assists in recognizing risky transactions across various stores by summarizing retail statement errors. This helps solve problems swiftly and improves store management’s efficiency.

Summaries of merchandise workflow tackle the issue of dealing with intricate product setups by giving a simple summary of settings and automatically validating data to lessen the chances of mistakes.

Apart from the mentioned use cases, the advantages of AI summarization in Dynamics 365 are wide-ranging. The impact on operational efficiency is seen in enhanced productivity, proactive problem-solving, improved accuracy, and customized user experiences.

The smooth integration of these AI features into the existing Dynamics 365 framework adds to its value without requiring extensive setup or training.

When we consider what comes next, the beginning of generative AI in ERP products such as Dynamics 365 is done carefully to guarantee dependability and establish customer trust.

Microsoft’s dedication to ethically utilizing AI technology is clear because it follows strict laws related to data privacy and standards for ethically using AI.

Whether you use Copilot in Microsoft Dynamics 365 now or plan to start using it soon, the path toward a more efficient business process that is driven by insights has already begun with AI summarization power.

With KB5043178 to Release Preview Channel, Microsoft advises Windows 11 users to plug in when the battery is low#

Copilot in Outlook will generate personalized themes for you to customize the app#

Microsoft will raise the price of its 365 Suite to include AI capabilities#

Death Stranding Director’s Cut is now Xbox X|S at a huge discount#

Outlook will let users create custom account icons so they can tell their accounts apart easier#

Copilot in Microsoft Dynamics 365 is now capable of summarization#

With KB5043178 to Release Preview Channel, Microsoft advises Windows 11 users to plug in when the battery is low

Copilot in Outlook will generate personalized themes for you to customize the app

Microsoft will raise the price of its 365 Suite to include AI capabilities

Death Stranding Director’s Cut is now Xbox X|S at a huge discount

Outlook will let users create custom account icons so they can tell their accounts apart easier

Copilot in Microsoft Dynamics 365 is now capable of summarization