Jumpstart AI Journey 2 Week Dynamics 365 Copilot Assessment

Accelerate your AI adoption by identifying high-impact use cases and creating a tailored Copilot integration roadmap for Dynamics 365.

Many organizations recognize the transformative potential of Generative AI but lack a clear path for integrating solutions like Microsoft Copilot into their Dynamics 365 environment. Without strategic planning, AI investments may fail to align with business goals, resulting in low adoption and limited ROI.

The 2-Week Dynamics 365 Copilot Assessment is a focused, expert-led engagement designed to help organizations quickly assess their AI readiness, align Copilot use cases with business priorities, and develop a tailored roadmap for successful implementation. This assessment supports Dynamics 365 Sales, Customer Service, and operational processes.

Approach and Timeline:

Week 1: Discovery & Use Case Alignment

• Overview of Microsoft Copilot capabilities across Dynamics 365 modules
• Assessment of current business processes, CRM/ERP systems, and user workflows
• Identification of functional areas where Copilot can drive automation and efficiency
• Live demos tailored to your business context to showcase AI potential

Week 2: Readiness Assessment & Roadmap Design

• In-depth review of your technical environment and data infrastructure
• Gap analysis to determine AI implementation feasibility and challenges
• Prioritization of Copilot use cases across Sales, Customer Service, and Operations
• Development of a tailored AI integration roadmap with short- and long-term goals

Deliverables:

• A business-aligned overview of Copilot’s capabilities within your Dynamics 365 ecosystem
• A prioritized list of Copilot use cases with expected impact
• A customized integration roadmap with next steps, timelines, and resource needs
• Recommendations to prepare your team, data, and systems for successful AI adoption