Introduction to the Capabilities of Copilot for Microsoft Dynamics 365

What is Copilot and How Does It Work?

· Describe the concept and vision of Copilot, the new generate ai assistant built into Business Central

· Demonstrate how Copilot can skip the traditional search menu and help users navigate quickly to documents, pages, and actions

· Show how Copilot can find information faster and provide relevant suggestions and insights

· Highlight how Copilot can give users tips and guidance on what to do next and how to complete tasks

How to Get Started with Copilot?

· Explain the prerequisites and requirements for using Copilot

· Walk through the steps to enable and configure Copilot

· Share some best practices and tips for using Copilot effectively


The New Copilot Experience in Microsoft Teams

· Explore new prompts unique to roles and industries in Copilot Lab

· Discover catch-up in Copilot Chat

· Improve the way you draft and refine your Word documents

· Collaborate without switching context with Copilot in Loop Components

· Boost response rates with Copilot in Forms

· Transform the way your team works with Copilot in Planner

· Act on employee comments and suggestions instantly with Copilot in Viva Glint

· Integrate and innovate with new Copilot Connectors

· Review and audit site permissions with restricted SharePoint search

· Automate tasks across your enterprise with Copilot Extensions


Simplifying Inventory and Shop Floor management with Copilot

· What’s new in Business Central and Copilot in summer of 2024

· How to use Business Central & Copilot to manage your inventory, track your items, and reduce your costs

· How to use Business Central Copilot to plan and execute your production orders, monitor your capacity, and handle your quality control

· How to use Copilot to automate your workflows, integrate your data, and access your insights

In summary, Copilot can save you 20% of your time, see how!


New Features this summer for Microsoft Copilot

· Explore new prompts unique to roles and industries in Copilot Lab

· Discover catch-up in Copilot Chat

· Improve the way you draft and refine your Word documents

· Collaborate without switching context with Copilot in Loop Components

· Boost response rates with Copilot in Forms

· Transform the way your team works with Copilot in Planner

· Act on employee comments and suggestions instantly with Copilot in Viva Glint

· Integrate and innovate with new Copilot Connectors

· Review and audit site permissions with restricted SharePoint search

· Automate tasks across your enterprise with Copilot Extensions


How to use Copilot in Business Central

Automating Repetitive Tasks

· How to use Copilot to perform common tasks, such as creating invoices, updating records, and generating reports automatically

· How to customize copilot commands and train it to understand your business terminology

· How to use voice input and output with copilot (optional)

AI-Generated Product Descriptions

· How to use AI to create engaging and unique product descriptions that match your brand’s tone and style

· How to edit and refine AI-generated text and add keywords for SEO

· How to publish product descriptions directly to e-commerce platforms like Shopify

Sales and Inventory Forecasting

· How to use AI to predict future sales trends and inventory needs based on historical data and market conditions

· How to adjust forecasting parameters and scenarios to suit your business goals and strategies

· How to use forecasting insights to optimize inventory management and customer service

Analysis Assist (Preview)

· How to use AI to analyze business data and generate insights on key performance indicators, such as revenue, profit, and cash flow

· How to use natural language queries to ask questions and get answers from your data

· How to use AI-generated charts and graphs to visualize and communicate your data insights

Bank Reconciliation Assist (Preview)

· How to use AI to reconcile bank accounts and transactions automatically and accurately

· How to review and approve AI-suggested matches and corrections

· How to use AI to detect and prevent fraud and errors


How Finance Leaders are Maximizing Team Efficiency with Copilot for Microsoft 365

As a finance leader, you need to manage your accounting, budgeting, reporting, and compliance tasks efficiently and effectively. You also need to leverage your financial data to make strategic decisions and optimize your business performance. That’s why you should consider Copilot for Microsoft Dynamics 365 Business Central, a cloud-based solution that integrates all your financial processes and provides you with real-time insights and analytics. In this webinar, you will learn how Business Central can help you:

· Streamline your financial operations with automated workflows, approvals, and audit trails.

· Simplify your tax and regulatory compliance with built-in rules and reports.

· Improve your cash flow management with smart payment solutions and integrations.

· Enhance your financial reporting and analysis with customizable dashboards and charts.

· Connect your financial data with other business functions such as sales, purchasing, inventory, and service.

· Boost your productivity and collaboration with Microsoft 365 integration and mobile access.

· Scale your business with flexible and extensible cloud platform that grows with you.

· Innovate your business with artificial intelligence and machine learning capabilities that provide suggestions and predictions based on your data and behavior, such as cash flow forecasts, payment reminders, inventory replenishment, and sales opportunities.

By implementing Business Central, you can achieve more speed and productivity with minimal extra investment and gain a competitive edge in your market. Don’t miss this opportunity to see Business Central in action and ask your questions to our experts. Register now and join us for this informative and interactive webinar.


Upgrade your Website with Copilot for Microsoft 365

Upgrade your website with Copilot for Microsoft 365

In this webinar, you will learn how to use Copilot Studio for Microsoft 365, a powerful tool that can help you create engaging websites with chat bots and generative AI content. Whether you want to improve your customer service, generate more leads, or showcase your creativity, Copilot for Microsoft 365 can help you achieve your goals.

· What is Copilot for Microsoft 365?

· What is Copilot Studio and how it can help you create engaging websites?

· How to use Copilot Studio to add chat bots and generative AI content to your website

· How to create a chat bot that can answer common questions and provide personalized recommendations

· How to customize the look and feel of your chat bot and generative AI content

By the end of this webinar, you will have a clear understanding of how to use Copilot for Microsoft 365 to upgrade your website with chat bots and generative AI content. You will also learn how to access Copilot Studio, a web-based platform that lets you design, test, and deploy your website features with ease.


Optimize Your Warehouse Operations In Under 30 Minutes with Copilot for Microsoft 365

Are you looking for ways to improve your warehouse efficiency, accuracy, and profitability? Do you want to streamline your inventory management, picking, packing, and shipping processes? If so, join us for this free webinar where we will show you how Copilot for Microsoft Dynamics 365 Business Central can help you optimize your warehouse operations in under 30 minutes.

– Learn how to use barcode scanning, handheld devices, and voice commands to automate data capture and reduce errors.

– Discover how to set up bin locations, item tracking, and serial numbers to ensure optimal stock levels and traceability.

– See how to create and manage warehouse documents, such as pick lists, put-away lists, and movement worksheets, to optimize the flow of goods.

– Find out how to use warehouse journals and adjustments to correct inventory discrepancies and maintain accuracy.

– Explore how to generate reports and dashboards to monitor warehouse performance and identify areas for improvement.

By optimizing your warehouse operations with Business Central, you can increase customer satisfaction, reduce operational costs, and boost your bottom line. Don’t miss this opportunity to see Business Central in action and ask your questions to our experts. Register now and join us for this informative and interactive webinar.


Move to the Cloud - Upgrading your Old On-Prem Software with Copilot for Microsoft 365

When contemplating a transition to the cloud, IT and CFO leaders typically grapple with various concerns related to cost, security, compliance, and operational efficiency. In this interactive webinar we will cover in detail the five key questions that IT and CFO leaders often ask when considering a move to the cloud:

Agenda

1. Copilot for Microsoft 365

2. How Will the Cloud Migration Enhance Security and Compliance?

3. What is the Plan for Data Migration and Integration?

4. How Will the Cloud Solution Scale with the Business?

5. What Kind of Support and Service Level Agreements (SLAs) Does the Cloud Provider Offer?

 

What Will Be the Total Cost of Ownership (TCO)?

Leaders seek to understand the financial implications of the move, examining not just the immediate costs but the long-term investment and potential return on investment (ROI). They explore how the cloud migration might impact capital expenses (CapEx) and operating expenses (OpEx), and how these changes align with the organization’s financial goals.

How Will the Cloud Migration Enhance Security and Compliance?

Security and compliance are paramount, especially in industries dealing with sensitive data. IT and CFO leaders question how the cloud provider will ensure the security of their data and infrastructure. They also delve into the provider’s compliance with relevant regulations and standards to ensure the organization’s regulatory obligations are met.

What is the Plan for Data Migration and Integration?

Effective and efficient data migration and integration are critical for the success of the move to the cloud. Leaders inquire about the process, timeline, and tools involved in migrating and integrating data and applications, ensuring minimal disruption to business operations and data integrity.

How Will the Cloud Solution Scale with the Business?

Scalability is essential for adapting to the evolving needs of the business. IT and CFO leaders seek insight into how easily and cost-effectively the cloud solution can scale to accommodate business growth, seasonal fluctuations, or other changes in demand.

What Kind of Support and Service Level Agreements (SLAs) Does the Cloud Provider Offer?

Leaders need assurance regarding the level and reliability of support available from the cloud provider. They inquire about the provider’s service level agreements, including uptime guarantees, support availability, and the procedures for addressing issues and escalations.

By addressing these questions, organizations can make a more informed decision regarding their move to the cloud, ensuring that the transition aligns with their operational, financial, and strategic goals.