Wipro Copilot in a Day using Dynamics 365

Wipro Ltd

The Wipro Copilot in a Day Workshop is designed to help clients learn generative AI for Microsoft Dynamics 365 modules, including Sales, Customer Service, Field Service and Customer Insights.

About this Consulting Service offer:

The Wipro Copilot in a Day Workshop is designed to help clients learn generative AI for Microsoft Dynamics 365 modules, including Sales, Customer Service, Field Service and Customer Insights.

This event will be run by Wipro consultants (Microsoft PowerApps partner), who are deeply knowledgeable in Copilot and can help clients get the most value out of generative AI. Copilot brings the power of next-generation AI capabilities and natural language processing to Dynamics 365, working alongside business professionals to help them create ideas and content faster, complete time-consuming tasks, and get insights and next best actions just by describing what’s needed.

Copilot for Dynamics 365 is an AI-powered assistant that provides operational support for sales, supply chain management, finance, marketing and other teams. It offers a chat interface for quick summaries of sales opportunities and leads, updates, meeting preparations, account-related news, and much more. Users can seamlessly integrate Copilot with Outlook and Teams for better data management and utilize its generative AI capabilities for record summarization and email content generation. Copilot in Dynamics 365 Business Central empowers workers with intuitive AI tools that boost creativity and save time.

What will be covered in this workshop?

  • Introduction of Dynamics 365 Copilot
  • Microsoft AI Principal
  • How Copilot Works
  • Copilot in Dynamics 365 Sales
  • Copilot in Dynamics 365 Customer Service
  • Copilot in Dynamics 365 Field Service
  • Copilot in Dynamics 365 Customer Insights
  • Copilot for Model Driven App
  • Licensing
  • FAQ


  • Introduction to Dynamics 365 Copilot & Licensing (30 mins)
  • Copilot for Dynamics 365 Sales + Demo (60 mins)
  • Copilot for Dynamics 365 Customer Service + Demo (45 mins)
  • Copilot for Customer Insights (Data & Journey ) + Demo (30 mins)
  • Copilot for Field Service + Project Operation (30 mins.)
  • Copilot for Model Driven Apps (15 mins.)
  • FAQ

    Benefits of this offering:

  • Bring new products to market faster: Upload a product picture and Copilot can automatically match that product to a product category and attributes, reducing data entry. Banish writer's block by having Copilot draft compelling product descriptions based on attributes such as color, material and size. Tailor descriptions to your brand by adjusting tone of voice, format and which quality to emphasize. With just a few clicks, you can upload products to your online store, using Business Central's integration to Shopify, a leading eCommerce platform.

  • Reduce tedious accounting: Copilot assists with the recurring task of reconciling bank account statements that typically takes hours. After uploading a bank statement file or pulling the latest statement digitally from your bank, Copilot uses AI to automatically match transactions known to Business Central and suggests an appropriate ledger account to register any remaining transactions.

  • Extend Copilot with custom capabilities: Developer tools for Copilot in Business Central empower our community developers to build powerful, generative AI experiences for any role or industry, and deploy them to their favorite customers or distribute them as add-on apps at scale on Microsoft AppSource. The toolkit includes signature Copilot user experiences, guard-rails that safeguard your customers and their data, and APIs that simplify coding against Azure OpenAI Service.

  • Copilot in Dynamics 365 Customer Service empowers agents to deliver exceptional customer care. Dynamics 365 Copilot drafts contextual answers to queries in both chat and email, in addition to providing an interactive chat experience over knowledge bases and case history so this AI-powered expertise is always available to answer questions.

    Copilot in Dynamics 365 Customer Service offers the following capabilities:

  • Summarize a case and conversation
  • Respond to questions
  • Compose an email
  • Draft a chat response
  • Ask a question about knowledge base sources and trusted domains

    Copilot in Dynamics 365 Marketing and Customer Insights allows data analysts and marketers to engage directly with customer data using natural language. This saves time for data analysts, allowing them to type the query in their own words instead of identifying the query in SQL.

    If you want to learn more about the offering, please get in touch with us!