AI for Dynamics 365

AI and Copilot across Dynamics 365

Q: What AI is available in Dynamics 365?

Dynamics 365 includes Copilot across Sales, Customer Service, Field Service, Finance and Supply Chain, plus custom AI agents built with Copilot Studio — helping teams summarise, draft, analyse and automate work.

Q: How does Copilot help sales and service teams?

Copilot drafts emails, summarises opportunities and cases, surfaces insights, answers questions from your data and automates routine tasks — helping sellers and agents focus on customers and close work faster.

Q: Can we build custom AI agents for Dynamics 365?

Yes. Using Copilot Studio, we build custom agents grounded in Dataverse and integrated with Dynamics 365 to answer questions and take actions tailored to your processes.

Q: How do you keep Dynamics 365 AI secure and governed?

We apply Dataverse security, environment governance, DLP policies and responsible AI guardrails so AI respects access controls and organisational policy.

Bring AI into everyday work with Copilot and custom AI agents across Dynamics 365 — from Sales and Customer Service to Field Service and Finance & Operations. MSDC helps you adopt trustworthy, governed AI that delivers measurable results.

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Copilot across your Dynamics 365 apps

AI that helps every team work faster and smarter.

Copilot for Sales

Summarise opportunities, draft emails, prep for meetings and surface insights to help sellers close faster.

Copilot for Customer Service

Answer questions from your knowledge, draft responses and summarise cases to resolve issues faster.

Copilot for Field Service

Help technicians and dispatchers with work order details, scheduling and on-site guidance.

Copilot for Finance & Operations

Speed up collections, reconciliations and analysis with AI assistance across finance and supply chain.

Custom AI Agents

Build agents with Copilot Studio grounded in Dataverse to answer questions and take actions on your processes.

Secure & Governed

Dataverse security, governance and responsible AI guardrails keep AI aligned to your policies.

Related AI services

Extend Dynamics 365 AI with agents, RAG and platform AI.

AI Agent Development

Conversational and autonomous agents grounded in your data.

Enterprise RAG

Retrieval-augmented generation grounded in your enterprise knowledge.

AI for Power Platform

AI Builder, Copilot and intelligent automation.

Copilot Studio

Build and manage AI agents for Dynamics 365 and beyond.

Bring AI to your Dynamics 365

MSDC helps you adopt Copilot and build custom AI agents across Dynamics 365 — securely, responsibly and with measurable impact.

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