Microsoft Unveils ChatGPT-Based Co-Pilot for Marketing and CRM Professionals

In an announcement posted this Monday, March 6, Microsoft introduced Dynamics 365 Copilot. The solution promises to offer support in management tasks using a generative artificial intelligence model.

The Redmond giant promises that its co-pilot, whose name is inspired by the functionality already deployed on GitHub, will be as useful to marketing, customer relations and sales professionals as they are to those responsible for managing operations and supply chains. . The system will allow “to devote more time to the best aspects of your work and less time to routine tasks,” the company says.

Automate customer responses…

Dynamics 365 Copilot will reduce tedious tasks such as manual data entry, content creation, and note taking. For example, in Dynamics 365 Sales and Viva Sales, this tool will prompt customers with email response options, or help them summarize Teams meetings in Outlook.

In Dynamics 365 Business Central, the co-pilot will speed up the creation of e-commerce product listings. The tool goes as far as detailing product attributes such as color, material, and size in descriptions for online stores. Descriptions can be customized with tone, format, and length, and can be used by Business Central customers using Shopify.

…Just like direct marketing

At the marketing level, Copilot will allow professionals in the field to create content as well as simplify certain tasks such as data analysis and audience segmentation. With Dynamics 365 Customer Insights, professionals can take advantage of recommendations to better segment different customer profiles and organize email campaigns using Dynamics 365 Marketing. “Copilot makes suggestions based on key topics entered by the marketing manager, on the organization’s existing marketing emails, and on a range of online sources to increase the relevance of the ideas it generates,” Microsoft said.

On the Dynamics 365 Customer Service side, Copilot uses data from the merchant’s customer relationship management system, such as product, pricing, and customer history information, to best respond to requests. The tool also uses conversation accelerators in Power Virtual Agents using Azure OpenAI Service and Bing to deliver responses from company websites and selected databases.

Automatic Supply Chain Risk Alerts

The Redmond giant is finally indicating that its tool will report on external issues that could affect production and supply chains such as weather, finances, etc. As such, Copilot will offer predictive analysis in the Microsoft Supply Chain Center to better visualize orders affected by various issues. Again, emails will be automatically generated to alert affected partners and mitigate potential disruptions before they happen.

According to Microsoft, Copilot will be included with existing Dynamics 365 licenses such as Dynamics 365 Sales Enterprise and Dynamics 365 Customer Service Enterprise at no additional cost. The tool is available for review from March 6th. Its availability will be announced at a later date, the company said. Other announcements in the field of artificial intelligence will be made in the coming days, Microsoft concluded.

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