AI-Powered Productivity, Seamlessly Integrated

Microsoft Copilot is an AI-driven productivity tool that enhances user experience across a range of Microsoft applications, including Microsoft 365, Dynamics 365, and the Power Platform. Utilizing advanced machine learning and natural language processing, Copilot empowers users to automate tasks, automate complex workflows, gain valuable insights, and streamline operations. This makes Copilot an essential asset for any organization aiming to enhance efficiency, foster collaboration, and drive smarter decision-making across their business.

How Copilot Works with Dynamics 365 and Power Platform

Microsoft Sales

Dynamics 365 Sales

  • Real-time insights into customer interactions
  • Data-driven next best action suggestions
  • Personalized communication at scale
  • Automation of routine sales tasks
  • More time to build relationships and close deals
Microsoft Business Central

Dynamics 365 Business Central

  • Automates data entry and reporting
  • Streamlines financial and operational processes
  • Provides contextual, real-time assistance
  • Reduces errors and boosts productivity
  • Enables faster, informed decision-making
Microsoft Dynamics 365 Marketing

Dynamics 365 Customer Insights

  • Aggregates and analyzes customer data
  • Reveals actionable insights and trends
  • Improves understanding of customer behavior
  • Enables personalized marketing strategies
  • Turns raw data into valuable intelligence
Power Platform

Power Platform

  • Simplifies app development in Power Apps
  • Offers intelligent design and feature suggestions
  • Generates code snippets to speed up building
  • Recommends best practices automatically
  • Makes development easier for all skill levels

Setting Up Copilot:

Integrating Microsoft Copilot is straightforward with the right guidance. OmniVue can help you navigate the setup process effectively by focusing on these essential steps:

1. Identity and Access Management:

Develop a strategy to control user access and permissions, ensuring only authorized personnel can utilize Copilot.

2. Data Classification and Governance:

Classify your data to manage its flow, granting team members access only to the information relevant to their roles.

3. Configuration and Licensing:

Properly configure Copilot and ensure all users have the necessary licenses for full access and functionality.

4. Team Engagement:

Communicate the benefits and usage of Copilot to your team. A training plan will help them adapt quickly to the new tool.

5. OmniVue Support:

Partner with OmniVue for expert guidance in establishing security measures and preparing your organization for Copilot. We’ll ensure you’re set up for success.

Copilot on phone

By following these steps and collaborating with OmniVue, your organization will be well-equipped to leverage Microsoft Co-Pilot’s capabilities efficiently.

User exploring AI insights with Copilot and Business Central

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