Sales
Copilot Studio
Visits/Appointments
Visit Preparation
Creation of one-pagers containing the most important information about the customer, including sales, service, and activity data.
- Input: Dynamics 365 activities, revenue figures, customer classification
- Outcome: short preparation time, 360° customer view
Sales
Azure AI
Data Entry
Speech-2-Text-2-Action
Creation of voice-based briefings after the meeting. An agent creates a follow-up based on your voice message inputs.
- Input: activities, revenue figures, customer classification
- Outcome: short preparation time, 360° customer view
Sales
Copilot Studio
Automation
Procurement Radar (Tenders)
Monitoring of public portals, extraction of requirements/tenders, and lead creation.
- Input: recurring prompts
- Outcome: lead in Dynamics 365 + to-dos for the sales team
Sales
Copilot Studio
Quotes
Quote Creation
Create compliant quotes from chat inputs, including prices, discounts, and terms. Send them for approval in a single pass.
- Input: product catalog, price list, discounts
- Outcome: faster quote cycles
Marketing
Azure AI
Content
Content Creation
Creation of headlines, emails, and messages based on customer data and profiles.
- Input: Dynamics 365 and ERP data
- Outcome: better marketing content and higher response rate
Marketing
Copilot Studio
Event
Event Concierge Bot
Answers questions about agenda, schedule, sessions, speakers, catering, and helps with registration.
- Input: event-based information from Dynamics 365
- Outcome: interactive experience and event support
Marketing
Azure AI
Predictive
Churn Risk
Prediction of churn segments based on activities, engagement, product usage, and support tickets.
- Input: Dynamics 365 data, portals
- Outcome: predictive churn score
Customer Service
Copilot Studio
Self-Service
24/7 Support Copilot
AI-based chat support with authenticated customer context; escalation to agents with full transcript or direct case creation.
- Input: Dynamics 365 data, knowledge base, external FAQs, Microsoft Learn
- Outcome: personalized intelligent assistants and successful customer service
Customer Service
Azure AI
Copilot Studio
Efficiency
First Responder Agent
Creation of email drafts in response to open cases and escalations.
- Input: Dynamics 365 data, knowledge base, external FAQs
- Outcome: email draft
Customer Service
Copilot Studio
Knowledge Management
I Want to Know!
Use of AI capabilities for efficient company-wide knowledge management.
- Input: Dynamics 365 data, knowledge base, FAQs
- Outcome: internal bot
Data
Azure AI
Data Quality
Data Quality & Master Data Management
Master data management (light) as well as improving data quality through data matching and correction.
- Input: data from various sources
- Outcome: clear, precise, and usable data
Data
Azure AI
Predictive
Revenue & Demand Forecasting
Power BI-based forecasts based on prior-year figures, numbers, and defined factors.
- Input: Dynamics 365, ERP, other sources
- Outcome: forecasts in figures and charts
Other Use Cases
Copilot Studio
Productivity
HR
Optimization and use of internal resources, e.g. replacing the handbook.
- Input: Dynamics 365, SharePoint, etc.
- Outcome: cross-system chatbot