Getting started with Copilot and Agents

Copilot for Finance assists you with daily financial tasks. It quickly generates reports such as cash flow statements or profit-and-loss accounts. It automatically reminds customers of outstanding invoices, suggests realistic budgets based on historical data, and warns of risks such as late payments or liquidity issues. This all helps you to save time, keep control, and stay one step ahead. 

Copilot for Supply Chain Management assists you in forecasting demand and supply, provides alternatives in case of disruptions, and optimizes inventory levels. Copilot proactively alerts you to potential delays, traces products instantly in case of quality issues, and suggests more efficient schedules. This keeps you flexible and always prepared, without stress or unexpected surprises.

Copilot for Business Central assists you with daily tasks such as creating invoices, generating product descriptions, tracking inventory, and analysing cash flow. It provides smart recommendations, automates repetitive processes, and delivers immediate insights, enabling you to make faster decisions and free up more time for growth.

Copilot for Sales helps you draft emails, create sales forecasts, and generate customer insights. With real-time suggestions and automation, you save time and focus on what really matters: closing deals and building relationships. 

Copilot for Customer Service helps you summarize conversations, suggest responses, and analyse trends in customer inquiries. This enables you to provide solutions more quickly, improve customer satisfaction, and keep your team productive.

Copilot for Customer Insights helps you transform customer data into actionable insights. It analyses behaviour, preferences, and trends, enabling you to create personalized campaigns and recommendations.

Copilot for Field Service takes care of scheduling technicians, provides real-time problem solutions, and suggests efficient routes. This helps increase productivity, resolve issues faster, and offer customers a better experience.

Copilot for Project Operations creates detailed project plans, generates status reports, and provides real-time recommendations to monitor deadlines and budgets. 

Copilot for HRM supports you in all aspects of personnel management. It automates tasks such as recruitment, onboarding, and maintaining employee records. Additionally, it provides smart insights for talent development, workforce planning, and engagement.