What can Copilot do in Finance?

It helps with analyzing customer interactions, reconciling data across systems, and streamlining variance analysis with commentary and reports drawn from your records.

How does it help Supply Chain teams?

It supports operational agility, forecasts disruptions to suppliers, materials and inventory, simplifies finding suppliers and helps optimize sourcing decisions.

How does it help Field Service?

It drafts work orders from customer emails, helps optimize technician scheduling, drafts customer responses and gives technicians concise recaps.

How does it help Sales?

It drafts email replies and meeting summaries, updates customer records on request and pulls data from SharePoint, Outlook and Microsoft Teams.

What about Customer Insights and Customer Service?

Customer Insights supports natural-language queries, segmentation, campaign ideas and journeys; Customer Service supports AI chat, tailored replies and context-aware content.

How does Copilot improve productivity?

It streamlines repetitive tasks and surfaces key insights so users complete work more efficiently and accurately.

Does it act as a guide inside the apps?

Yes. It delivers advice and personalized recommendations and simplifies interactions with Dynamics 365 applications.

Does it learn from how I work?

It adapts to each user's preferences and progressively refines recommendations to match individual roles and responsibilities.

Can it work across modules?

Yes. It integrates across Dynamics 365 applications, simplifying navigation and information access and triggering actions across modules.

Does it improve employee experience?

By handling administrative work it frees people to focus on innovation, brainstorming, creation and collaboration.

What kind of data does Copilot use?

It works with the Dynamics 365 data and the Microsoft apps your users already work with, within the permissions configured in your environment.

Can we control who gets access?

Access follows your Dynamics 365 security roles and settings. During implementation we review them together.

Does it give data-driven recommendations?

Yes. AI and machine learning analyze your Dynamics 365 data to provide insights and recommendations for decisions and growth.

Should AI output be reviewed?

Yes. Copilot drafts and suggests, and your people review and approve, for example managers reviewing draft work orders.

Can we start with one department?

Yes. Many teams begin with a single area such as sales or service and expand once they see results.

What services does Aarvexa offer for Copilot?

Implementation, consultation and customization of Microsoft Copilot in your Dynamics 365 environment.

Can you tailor Copilot to our requirements?

Yes. We provide updates and customizations specific to your requirements using Microsoft Copilot AI services in Dynamics 365.

Is Aarvexa a Microsoft partner?

Yes. Aarvexa is a certified Microsoft partner with experience across the Dynamics 365 suite.

Do you help after go-live?

Yes. Our support services help you solve product-related issues and keep your solution running smoothly.

How can we see it in action?

Request a demo and we will walk through Copilot scenarios for your department.

Microsoft Dynamics 365 Copilot

The New Era of AI in Microsoft Dynamics 365

Your AI assistant to help you focus on what matters most to boost your productivity.

Learn More Explore Capabilities

FinanceSalesServiceInsights

128Tasks automated38.4Time saved %97.8Answer accuracy %

Dynamics 365 · Ask Copilot

CopilotOnline

Summarize overdue invoices for Harbor Foods

Ask Copilot anything…

CopilotAsk · Draft · Summarize

Dynamics 365Finance · Sales · Service

Email draftedSaved 12 min

Insight foundCopilot insight

Meeting summarized3 action items

Dynamics 365Copilot

Summarize this account

Task automated

Insight ready

Email drafted

Embracing Microsoft Dynamics 365 AI

Transform your business operations with Microsoft Copilot, the cutting-edge AI solution revolutionizing Microsoft ERP systems. Microsoft Dynamics 365 Copilot works as your digital AI assistant for your ERP system, designed to empower every facet of your business including finance, sales, field service, customer services, supply chain, operations, and customer insights. Enable your employees to automate time consuming tasks, generate ideas, get insights using generative AI, and spend more time on what truly matters, leading to improved customer experiences, employee experiences, and operational efficiency.

With our expertise in the complete suite of Microsoft Dynamics 365, we can provide consultation, development, and implementation services for your journey towards the new era of Microsoft Dynamics 365 AI according to your business needs and requirements. As a certified Microsoft Solution Partner and the extensive clientele we have served over the years, no challenge is too big for us.

Learn More

Copilot for every department

Do More with Copilot for Dynamics 365

See how Microsoft Copilot can help each department save time and boost productivity.

Dynamics 365 Finance

Deliver higher strategic value using AI & intelligent automation to better predict and model scenarios that anticipate financial needs for project managers.

Analyze Customer Interactions
Quickly assess customer conversations with AI-generated summaries in a dedicated workspace.
Enhance Customer Communication
Effectively prioritize and personalize your customer interactions for more impactful communication.
Automated Data Reconciliation
Review transactions across systems for anomalies, risks, and unmatched data. Save and reuse customizable templates for insight that scales.
Streamline Variance Analysis
Save time with accurate commentary, reports, and insight sourced from various data records.

Dynamics 365 Finance

Customers past due60

Balance due9.97M

Over credit limit386.11K

Top 10 products by revenue

Variance summary ready

Learn More

Experience AI Powered Support Services

Aarvexa offers industry-leading support services to help you solve your product-related issues.

Request a Demo

SERVICES

Aarvexa Microsoft Dynamics 365 Copilot Services

See how Microsoft Copilot can help each department save time and boost productivity.

Implementation

Enhance your Dynamics 365 ERP with our expert Microsoft Copilot Implementation. Experience how generative AI is transforming ERP operations for improved decision-making and productivity.

Consultation

Our Microsoft Copilot Consulting provides strategic insights for integrating AI into your Dynamics 365 ERP, optimizing your processes and guiding your digital transformation journey.

Customization

Specific to clients requirements, updates and customizations utilizing microsoft copilot AI services in dynamics 365.

Key capabilities

Key Capabilities of Microsoft Copilot

See how Microsoft Copilot can help each department save time and boost productivity.

Acts as your digital guide

User Experience

Acts as a digital guide, delivering advice and personalized recommendations while simplifying interactions with Dynamics 365 applications.

Learn More

+38% faster

128 tasks automated

Productivity

Copilot's advanced intelligence enables users to accomplish tasks more efficiently and accurately. It streamlines repetitive tasks and provides key insights, aiding users in making well-informed choices.

Learn More

Finance

Sales

Service

Supply Chain

Field Service

Integration Across Applications

Copilot smoothly integrates with Dynamics 365 applications, simplifying navigation, information access, and triggering actions across modules, boosting organizational efficiency and cross-department collaboration.

Learn More

Tuned to your role

Personalization

It learns and adapts to each user's preferences, progressively refining its recommendations to align with individual roles and responsibilities.

Learn More

Revenue up 12%

Data-Driven Insights

Uses AI and machine learning to analyze Dynamics 365 data, providing insights and recommendations for data-driven decision-making and business growth.

Learn More

Why Copilot

Why use Microsoft Dynamics 365 Copilot?

Microsoft Dynamics 365 Copilot, the world's first copilot in both CRM and ERP, that brings next-generation AI to every line of business.

Increased Productivity

Copilot integrates with all your Microsoft apps to efficiently carry out assigned tasks and deliver results that are accurate, fast, and relevant.

Deeper digital transformation

Copilot enhances productivity by managing administrative tasks, freeing up time for skills development, creativity, and higher-value work.

Enhanced employee experiences

Copilot enables your team to focus on innovation, brainstorming, creation, and enhanced collaboration on essential business tasks.

Learn More

Why Aarvexa

Why Choose Aarvexa for Dynamics 365 Copilot Implementation

See how Microsoft Copilot can help each department save time and boost productivity.

Assess & Develop Strategy

Our Microsoft certified experts at Aarvexa first assess your organization's needs and develop strategies to cater to them.

AKRMJSTP

200+Certified experts

Team of Experts

Aarvexa prides itself over having a team of 200+ Microsoft certified experts to assist their clients.

Satisfied Customers

We are a trusted partner of 300+ organizations for guiding their digital transformation.

Learn More

Our clients

Our Happy Clients

Microsoft Dynamics partner specializing in solutions purpose-built for your unique industry

Skin care

Grocery & retail

Automotive

Logistics

Agriculture

Manufacturing

Healthcare

Financial services

Skin care

Grocery & retail

Automotive

Logistics

Agriculture

Manufacturing

Healthcare

Financial services

FAQ

Frequently Asked Questions

Straight answers on Dynamics 365 Copilot capabilities, productivity, data and security, and implementation support.

It is an AI assistant built into Dynamics 365 apps. It helps teams automate time-consuming tasks, generate ideas and get insights using generative AI so they can focus on what matters most.

Finance, supply chain, field service, sales, customer insights and customer service, along with operations-related tasks across your ERP and CRM.

Organizations that want to boost productivity, improve customer and employee experiences and make faster, better-informed decisions on Dynamics 365.

Aarvexa provides Copilot consultation, implementation and customization so the AI capabilities fit your business needs and requirements.

Request a demo or book a consultation. We review your Dynamics 365 setup and recommend a practical path to adopt Copilot.

The New Era of AI in Microsoft Dynamics 365

Embracing Microsoft Dynamics 365 AI

Do More with Copilot for Dynamics 365

Dynamics 365 Finance

Analyze Customer Interactions

Enhance Customer Communication

Automated Data Reconciliation

Streamline Variance Analysis

Experience AI Powered Support Services

Aarvexa Microsoft Dynamics 365 Copilot Services

Implementation

Consultation

Customization

Key Capabilities of Microsoft Copilot

User Experience

Productivity

Integration Across Applications

Personalization

Data-Driven Insights

Why use Microsoft Dynamics 365 Copilot?

Increased Productivity

Deeper digital transformation

Enhanced employee experiences

Why Choose Aarvexa for Dynamics 365 Copilot Implementation

Assess & Develop Strategy

Team of Experts

Satisfied Customers

Our Happy Clients

Frequently Asked Questions