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Next generation AI in practice:
meet Microsoft Dynamics AI powered Copilot and Business Chat

Mike Platvoet
11 May, 2023

For many of us, how, where and when we work has become a lot more flexible. But this flexibility has also created more complexity, especially when it comes to communication and (finding) information. Next-generation Microsoft Dynamics AI tooling like Copilot can help us break through this complexity, leading to a real transformation of our daily work.

We are already used to many forms of AI - for example, how our newsfeeds are presented to us. But next-generation AI technology, as recently announced by Microsoft, will be a tool that allows us to actually collaborate and improve our work. With new ways to analyze data, by automating repetitive tasks and supporting decision-making.

All in all, AI has the potential to transform business intelligence and collaboration by making our work smarter, more efficient and more effective. By using Microsoft AI tooling, like Copilot and Business Chat organizations can realize a new level of productivity and innovation in their collaboration.

How can new Microsoft AI Copilot take our daily work to a new level?

Mike Platvoet, Managing Consultant of the HSO Cloud Transformation Team explains...

"Microsoft recently released the preview of Microsoft Copilot - tooling that combines the power of large language models (LLMs) with data in the Microsoft Graph and the Microsoft 365 - and Business Chat, which also works with LLM, the Microsoft 365 apps and user data, such as calendar, emails, chats and documents."

Smart technology to enhance networks and connections

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How Microsoft AI Copilot helps you to finally find what you're looking for

"We see a lot of opportunities for our customers. We are already working on a proposition for a law firm that specializes in class action cases. They have more than 67 TB of case data available, stored in different locations. Which raises the key question: how do you access this information and find what you need?

To achieve that, we are redesigning and streamlining their processes, using this new AI-driven technology. SharePoint and Teams become the starting point for employees to chat, meet customers, and create and store documents. Dynamics 365 includes project information and customer data. It is crucial for employees to be able to easily start and log cases, but most importantly, to be able to search all existing case information. Is case legislation already available? Are colleagues working on similar cases? Copilot and Business Chat make this work much easier. It works like a chatbot, across your applications, using APIs that connect Teams, SharePoint, Dynamics 365, etc.

Security and governance are very important topics in this industry. Especially when it comes to law firms. Where does all the data go and who gets access to what information? But the great thing is that Microsoft AI Copilot and Business Chat can help with that, too. Based on someone's role, it can automatically manage access to specific levels or types of information."

Automate your daily tasks

"Co-pilot" is a slightly different functionality. Based on all the activities and information you have received, accessed and created in the past, it detects the activity you are likely to do next. For example, it can set up a presentation for you, based on notes you have taken previously and a meeting scheduled in your calendar. Co-pilot can create an outline, using the appropriate template. But it can also help you write documents, quotes, project plans or notes for team meetings. Who takes the minutes is no longer important - actions are already linked to the right person in the meeting, based on the agenda.

Another example is the registration of opportunities in Dynamics 365. If you work daily in Dynamics 365 Sales, Co-pilot can prepare your opportunities. All you have to do is check the numbers and estimates and adjust them if necessary."

Why should you use Copilot and Business Chat?

Mike: "The biggest risk is not adopting these technologies"

"Some people may be wary of these developments. And certainly, I also recognize that we need to be careful when it comes to privacy and security. For me, however, the biggest risk is not adopting AI. If you do not integrate this type of technology into your organization, you are likely to quickly fall behind companies that do embrace it. We call this competitive disadvantage. Since these are self-learning systems, intelligence and learning capabilities are advancing rapidly. I think this next-generation Microsoft AI and Copilot is going to help companies become more efficient, avoid mistakes and serve customers faster with the right information."

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