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Dynamics 365 Copilot

Collaborate seamlessly, generate new ideas, and complete tasks faster with Microsoft Dynamics 365 Copilot.

Microsoft Dynamics 365 Copilot - Advanced AI Capabilities Integrated into ERP and CRM
copilot AI integration with CRM and ERP

Take off to new heights with Copilot

Harness the power of Microsoft Dynamics 365 Copilot – the pioneering AI copilot integrated directly into CRM and ERP – with

Empower your teams to generate content faster, automate repetitive tasks, and gain valuable insights to make the best decisions – all using simple prompts.

Ready to copilot your growth journey?

Discover how Copilot can help you accomplish more across
Dynamics 365 applications and Microsoft Viva Sales. 

Intelligent summarization

Get summaries of key financial records, such as client payment records, for quick insights.

Dynamics 365 CE is the source of contacts, leads

Key account information

Access important financial information related to accounts or projects, curated by Copilot.

Next actions and reminders

Receive reminders for upcoming financial tasks and get suggestions for next actions, ensuring efficient financial management.

Copilot AI for finance teams

Unlock instant customer insights

Dive into customer data using simple prompts. Create and explore segments, preferences, and more in seconds to understand customers like never before.

Create compelling content faster

Easily generate fresh and relevant email content ideas and move from concept to completion quickly with Copilot.

Copilot AI for Marketing teams

Project summaries

Get intelligent summaries of any project within Dynamics 365 instantly.

Key project information

View key information related to projects, intelligently curated based on relevance by Copilot.

Next actions and reminders

Stay organized with AI-generated next action suggestions and reminders, tailored to your project needs.

Copilot AI for Project teams

Effortless emailing with AI suggestions

Communicate effectively with customers through AI generated emails. Simply select, review, and send—saving you time and boosting your communication game!

AI-generated meeting summaries

Get automated summaries of key meetings with your clients for prompt follow-ups and improved productivity.

Copilot AI for Sales teams

Craft compelling product descriptions

Get tailored copy suggestions for your product descriptions based on attributes and your brand’s tone and style. Save time and stand out in
online stores.

Get answers quickly

Use conversational chat to quickly answer questions and locate records using simple prompts in Dynamics 365 Business Central.

Copilot AI for Small and medium businesses
evergreen integration with Copilot AI to streamline their operations

evergreen and Copilot: better together

evergreen from, a comprehensive application suite for professional services firms, seamlessly integrates with Microsoft Dynamics 365 Copilot, the world’s first AI copilot natively built into CRM and ERP applications.

By combining evergreen with Copilot, firms can streamline their operations, tapping into advanced AI capabilities to transform how work gets done.

Read more about AI