Copilot 1wk Activation Assessment: Dynamics 365 Customer Service

Velrada have a robust and comprehensive engagement designed for organisations that have an existing Dynamics 365 landscape across one or more of its modules. This engagement specifically will target your investment in Dynamics 365 Customer Service.

This engagement will educate your Dynamics 365 Customer Service owners & users in the potential of its AI capabilities, identify its value, and prepare a roadmap for its implementation.

The scale of Copilot and AI capabilities for your Dynamics 365 investment is vast. This engagement will allow for the following Microsoft technologies to be discussed to discover how it can deliver efficiencies & value to your critical business processes.

• Copilot in Dynamics 365 Customer Service
• Copilot for Service
• Copilot Studio

This engagement is performed with the following 4 activities and deliverables:

1. Introduction to the current state of Microsoft AI across Microsoft 365, Dynamics 365, Power Platform and Azure.

2. Assessment Workshop - discover your Dynamics 365 Customer Service landscape, usage within the business, and identify how the AI & Copilot capabilities can drive additional value.

3. Assessment Outcomes - Velrada will prepare a report outlining the capabilities of Copilot & AI with Dynamics 365 Customer Service that will deliver material value. A roadmap will then outline our recommendations as to how these capabilities is deployed into the organisation so they can benefit from Copilot & AI features.

4. Playback session - present the report and roadmap to capture next steps.