Role-based Copilot for Dynamics 365 - Workshop

The proMX Role-Based Copilot for Dynamics 365 Workshop is meticulously designed to assist organizations in addressing challenges across every business unit. This comprehensive workshop empowers various departments to leverage the advanced capabilities of Microsoft Copilot integrated with Dynamics 365, ensuring enhanced efficiency and productivity.

Targeted Business Units:

• Sales:Enhance your sales processes with intelligent insights and automation.
• Marketing:Drive your marketing campaigns with data-driven decisions and streamlined workflows.
• Project Management: Optimize project delivery and management through predictive analytics and smart planning tools.
• Finance: Improve financial operations with real-time data and robust financial modeling.
• Customer Service:Elevate customer satisfaction with proactive service management and personalized support.
• Legal:Manage legal processes with secure, compliant, and efficient solutions.
• Human Resources: Transform HR functions with intelligent talent management and workforce planning.

1. Introduction to Microsoft Copilot Architecture:Gain an in-depth understanding of the foundational architecture that powers Microsoft Copilot.
2. Dynamics 365 Copilot Capabilities:Discover the extensive capabilities of Copilot within Dynamics 365 and how it can support various business functions.
3. Key Processes by Function and Use Cases:Explore detailed use cases and key processes tailored to specific business functions, demonstrating real-world applications.
4. Extend, Create, and Build-Your-Own Copilot:Learn how to customize and extend Copilot to meet your unique business needs.
5. Security:Understand the robust security measures and compliance standards that ensure your data remains safe and secure.
6. Licensing:Get insights into the licensing models for Copilot and Dynamics 365 to make informed decisions.
7. Bonus – Project Sophia: an AI-powered business tool by Microsoft designed to help users solve complex problems across different business areas. It allows users to explore data, visualize insights, and interact with information in innovative ways.
8. Q&A: Engage with experts to get your specific questions answered and discuss your organization's unique requirements.

Transform Your Organization

Microsoft Copilot can revolutionize how your teams work, collaborate, and create. By participating in this workshop, you'll see firsthand how Copilot can transform your organization, driving innovation and efficiency across all business units.

Join the proMX Role-Based Copilot for Dynamics 365 Workshop to unlock the full potential of Copilot and redefine the way your organization operates.