Accelerate AI Journey Copilot Readiness Assessment for Dynamics 365

Organizations are eager to embrace Generative AI but often lack clarity on where to start, how to integrate Copilot with existing Dynamics 365 applications, and what business value it can deliver. Without a structured evaluation, efforts may stall due to uncertainty around use cases, readiness, or technical alignment.

Our 2-Day Copilot Readiness Assessment is a structured engagement designed to help organizations identify high-impact opportunities to leverage Microsoft Copilot within Dynamics 365 Sales, Customer Service, Finance, and Supply Chain Management. This offering provides strategic alignment, technical assessment, and a clear, actionable roadmap to begin your AI adoption journey confidently.

Approach and Timeline: Day 1: Discovery & Value Mapping • Introduction to Copilot capabilities across Dynamics 365 apps (Sales, Customer Service, Finance, SCM) • Discussion of current business processes, pain points, and priorities • Identification of high-value Copilot use cases (e.g., lead generation, case resolution, data summarization) • Live demonstrations showcasing AI potential within your environment

Day 2: Readiness Assessment & Roadmap • Review of your existing Dynamics 365 architecture and user roles • Evaluation of technical and functional readiness for Copilot adoption • Readiness scoring to assess feasibility and maturity • Development of a tailored roadmap including: - Quick wins and high-priority use cases - Integration and enablement recommendations - Rollout strategy and change management considerations Deliverables: • A prioritized list of AI-driven use cases across Dynamics 365 workloads • A customized, low-risk roadmap for Copilot adoption • A readiness score and action plan aligned with your technical and business context • Confidence and clarity on next steps to begin your AI journey