Dynamics 365 Copilot Implementation for Sales & Customer

ECLEVA helps organizations implement Microsoft Copilot across Dynamics 365 Sales and Dynamics 365 Customer Service. Our implementation service enables AI-powered CRM experiences for sellers and service representatives, including sales record summaries, opportunity and lead insights, recent changes, meeting preparation, case summaries, email drafting, chat response drafting, and knowledge-assisted service workflows.

Our team reviews your Dynamics 365 and Power Platform environment, validates licensing and admin readiness, configures Copilot settings, aligns CRM fields and knowledge sources, enables representative and seller experiences, performs pilot testing, and trains users for successful adoption.

This service is ideal for organizations already using Dynamics 365 Sales or Customer Service that want to improve CRM productivity, reduce manual work, and accelerate AI adoption with Microsoft Copilot.