How to get Copilot Ready for Dynamics 365 Power Platform

09.02.24

Ida Smedheim Bjerklund

Engage

To be able to extract maximum value by using Copilot and Intelligent Intelligence in Dynamics 365 Automation and Power Platform, it is important to see the full picture of opportunity. We help you see the opportunities that exist, tailored to your business and your work processes. In addition, you get help to prepare in the best possible way, so that you are ready to adopt and streamline with Copilot and AI. By being well prepared, everything is in place to be able to extract the desired effect.

Copilot in Dynamics 365 CE and Power Platform provides a variety of opportunities that can both streamline employees' workday, but also help increase customer satisfaction and sales opportunities. It is important for us at Evidi to help you along the way in a responsible way that ensures that we safeguard both data, security and human capabilities in the processes.

With Evidi you get experienced consultants who show the opportunity picture, map processes, look at dependencies and develop user stories based on scenarios you can retrieve the most.

Evidi provides you with a report that contains defined user stories, actions to remediate dependencies based on findings in the mapping, and a progress plan to be able to achieve the desired value.

How to extract value from Microsoft D365 Copilot and AI

Our 5 steps to becoming Copilot Ready for Dynamics 365 CRM/Power Platform

1. The Opportunity Picture workshop:
- Together we look at the opportunity picture of what technology can do for you
2. Mapping:
- We get to know you as a company and your users
- We get to know your work processes and use of Dynamics/Power Platform with integrations
3. User stories:
- We define user stories where AI/Copilot can provide value
4. Dependencies:
- We look at different dependencies in order for you to be able to take advantage of mapped opportunities
- Examples: Security, data, adoption and risk
5. Output – Targeted recommendation for you:
- Defined user stories where you can get value using AI/Copilot in Dynamics/Power Platform
- Dependencies to be able to get there
- Further plan for implementation and setup

What are the capabilities of Copilot in Dynamics 365 Customer Engagement?

Do you not already have Dynamics 365, but want to get started with CRM?

Not getted started with CRM yet, but want to explore the possibilities of Dynamics 365 CE and Power Platform? If you want to look further at what Copilot and AI can contribute to you, we always recommend that you start with a CRM strategy. At Evidi we have developed a concept that deals with just this.

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