From Microsoft to global brands, Dynamics 365 Copilot is helping transform customer experiences across service, sales, and marketing

Six months ago, we introduced Microsoft Dynamics 365 Copilot, the world’s first AI Copilot natively built for customer relationship management (CRM) and enterprise resource planning (ERP) applications. Since then, more than 63,000 organizations have experienced Copilot features in Microsoft Dynamics 365 and Microsoft Power Platform first-hand, empowering marketing, sales, and customer service teams in new ways to improve experiences across the customer journey.

Copilot is designed to help people do their very best work—and we’re seeing real value to support this vision. Today, I’m excited to share the most widely used scenarios and performance metrics from employees at Microsoft and leading organizations using Copilot capabilities across the customer journey. These stories and insights showcase what’s possible when employees are assisted by AI in the flow of work—helping them to boost productivity, perform tasks more efficiently, and focus on what matters most.

Transforming customer experience in the age of AI

Sellers, service agents, and marketers share a common goal: developing exceptional customer experiences that ultimately impact the bottom line. In July, we introduced the next wave of Copilot and AI capabilities to deliver connected customer experiences—from within Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Customer Insights, all the way through to the customer interactions in Outlook and Microsoft Teams powered by Microsoft Sales Copilot. With Dynamics 365 Copilot and Microsoft Sales Copilot, marketers can use everyday language to create relevant and targeted campaigns and brainstorm creative copy; sellers can move from one customer call and email to the next with relevant context on the opportunity at their fingertips; and service agents can become super agents with the help of AI to serve up relevant information to close customer cases more quickly.

Assisted by Dynamics 365 Copilot, Microsoft Support team resolves more cases faster, with less effort

At Microsoft, we’re also leading our own AI-first transformation and, since April, have been using Copilot capabilities in Microsoft Dynamics 365 Customer Service within our Customer Service and Support (CSS) team—one of the largest customer service organizations in the world. Today, we can share how Copilot has impacted the way agents work to resolve support cases, and the impact on their efficiency and productivity.

Microsoft’s Office of the Chief Economist, in partnership with the Dynamics 365 product group, evaluated how Copilot in Dynamics 365 Customer Service has impacted agent productivity since April. The initial results shared here reflect those of 11.5K agents, with 6.5K agents who used Copilot and the control group of 5K agents who did not use Copilot.

The findings demonstrate how Copilot can support agents of all experience levels in their workflows to increase efficiency and quality of customer engagements. Key results included:

• Expedited agent onboarding. High turnover rates are common for service teams across industries, placing a burden on organizations to onboard new agents to be productive quickly. Copilot has been particularly effective in helping newer agents who don’t have years of experience or institutional experience get up to speed and find relevant information more quickly, the study found. Specifically, for low-severity chat cases in one area of our commercial support business, we observed a 12 percent reduction in average handle time—the time actively spent on resolving a customer case.
• More cases resolved faster—without peer assistance. In the most productive scenario, the study found that in one support business, 10 percent of cases that normally require collaboration with peers were resolved independently. This means fewer customers had to experience being put on hold.

Direct feedback from Microsoft Support agents reveals how Copilot improves interactions with customers:

• “Just wanted to share my gratitude to Copilot as a person who always struggles to wrap up wording before sharing with the customer—amazing time and pain saver for me!”
• “[A] customer switched language mid-chat from English to Spanish. Copilot enabled me to continue to solve the problem regardless of the language shift.”
• “I used Copilot to help a customer and got CSAT [customer satisfaction score] 5 out of 5. Their feedback was, ‘Very informative and to the point.’”

While the study captures just the first few months of AI-assisted service within the Microsoft Support organization, the results should encourage other organizations looking to optimize service operations with AI. The findings offer a glimpse of efficiencies and productivity gains that other organizations might experience when using Copilot. Read more details about the Microsoft Support team’s experience with Copilot on Microsoft Source. For the full story and video testimonial about the team’s transformation journey, check out the case study.  

In addition to performance metrics, Microsoft employees provide feedback to the development team, helping to ensure every new capability provides the best possible benefit for users. This step is crucial as we roll out new features across Dynamics 365 Copilot—including a feature available today. Copilot summarization, now generally available, helps agents to quickly review the details of a case without sifting through notes, chat transcripts, and emails. This feature generates automatic conversation summaries, helping service agents to quickly understand highlights of a case—such as key customer problems and steps that agents took to resolve the case.

The Copilot summarization feature joins a host of upcoming Copilot capabilities for service teams, from the call center to field service professionals. View the release plans for Dynamics 365 Customer Service and Microsoft Dynamics 365 Field Service for details. 

Service organizations expect Copilot to help deliver new levels of agent productivity and customer experiences

In addition to the early results from the Microsoft Support team, we’re hearing directly from leading organizations getting an early start with Copilot in Dynamics 365 Customer Service.

Prada Group, a global leader in luxury brands, is using Copilot to improve experiences for its discerning customers. “We’re excited to be one of the early adopters of the new Dynamics 365 Copilot AI tool,” shared Francesco De Giampaulis, Global Client Service & e-Commerce Payment Gateways and Anti-Fraud Manager, Prada Group. “By integrating it with our Knowledge Base and other internal sources, Copilot will assist our Client Service Advisors speeding up the onboarding process, offering a fast and smooth assistance to our customers, saving time searching for answers and focusing on providing a great experience, including suggestions for the right product or look.”

One of the leading investment management and advisory services, Vanguard Group, shared its initial experiences with Copilot. “Vanguard is utilizing Dynamics 365 Customer Service to support its agents in client service and knowledge management scenarios, as well as a custom bot to manage customer inquiries via its website,” explained Grant Pharez, Microsoft Dynamics 365 Specialist at Vanguard. “We are seeing promising results in testing the generative AI capabilities in these applications to help our customer care teams and self-service customer applications deliver exceptional service.”

Sellers reach new levels of productivity with Microsoft Sales Copilot

Concurrent to the Microsoft Support team’s experience, Microsoft deployed Microsoft Sales Copilot (previously Viva Sales) to 10,000 sellers within its sales organization. Early results show that 85 percent of surveyed sellers report completing one or more tasks faster, and 70 percent claim that Microsoft Sales Copilot helps them improve productivity.

Organizations like Securitas, a leading provider of custom security and guarding solutions, are noting the ability for sellers to focus time on what matters most. “Opportunity summary in Microsoft Sales Copilot is a huge and important leap in our direction to save more time for our sales personnel,” said Philip Eklund, Vice President, Client Engagement Services, Securitas. “With this capability in the hands of our sellers, they can spend more time equipping organizations with best-in-class security solutions to help make our world a safer place.”

Sellers using Microsoft Sales Copilot benefit from AI capabilities that help streamline the workday. Features slated for general availability in September and October include AI-generated preparation notes for customer conversations and opportunity and lead summaries. In addition, Microsoft Sales Copilot improves teamwork and knowledge sharing, providing sellers with collaboration spaces in Teams that integrate with CRM data and contact cards that surface CRM records directly in Microsoft 365 apps. View the release notes for Dynamics 365 Sales and Microsoft Sales Copilot for details. Get the e-book, “The AI Advantage: Driving Sales Performance with Next-Generation Tools”, which details how AI supports sales teams throughout the day. 

Marketers surface deeper insights, optimize customer journeys with Copilot

Like sales and service professionals, marketing teams using Copilot in Dynamics 365 Customer Insights report tangible business benefits. TTEC Digital, a global customer experience (CX) technology and services company and Microsoft Gold Partner, shared how Copilot democratizes marketing tasks. According to Karl Phenix, VP at TTEC Digital, “Copilot in Customer Insights makes marketing employees more comfortable in doing complex tasks such as segmentation, which previously required specialists such as data scientists.” Karl added that “Copilot frees up time by generating emails in minutes, so marketing employees can do more to drive sales activities and accelerate the pipeline.”

Copilot features now generally available help marketers to deliver a consistent brand narrative and customer experience. Marketers can craft email content by prompting Copilot to curate content, change the tone and voice, or adjust the length of the copy. Available in preview, marketers can also create customer journeys simply by describing actions at each step, such as: “When a contact registers for an event, send a thank you email.” In fact, 59 percent of Dynamics 365 Customer Insights customers* have used Copilot when creating segments and 36 percent of customers used Copilot to ask questions to uncover customer and business insights. View the release notes for more details.

Start transforming customer experiences with Dynamics 365

Dynamics 365 is a complete suite of CRM and ERP applications that helps you manage your businesses across sales, marketing, service, finance, and supply chain.

Dynamics 365 Copilot is the world’s first AI copilot integrated into CRM and ERP applications in the cloud. Unlike other solutions, generative AI features are included in Dynamics 365 subscriptions for enterprise customers at no additional charge.

Take a guided tour of Dynamics 365 applications and get started today with a free 30-day trial.

View the Dynamics 365 licensing guide to choose options that suit your business, and contact your Microsoft representative to learn more about the value and return on investments, as well as the latest offers—including a limited-time 26 percent savings on subscription pricing for Dynamics 365 Sales Premium.

If you are a Dynamics 365 customer, use Copilot capabilities today. Visit the Dynamics 365 release planner to view features coming soon and available to try now.

*Dynamics 365 Customer Insights customers that have access to copilot capabilities, US only, based on telemetry data.

---

The post From Microsoft to global brands, Dynamics 365 Copilot is helping transform customer experiences across service, sales, and marketing appeared first on Microsoft Dynamics 365 Blog.