Microsoft Dynamics 365 AI - Business Intelligence Insights with Copilot
Microsoft Dynamics 365 AI - Business Intelligence Insights with Copilot
This course is designed to showcase tools designed to help gain insight into data held within Dynamics 365 Apps, as well as increase efficiencies and productivity with the implementation of the Artificial Intelligence features in Microsoft Dynamics 365 and CoPilot.
About this course
Attendees of this course will gain an in-depth understanding of how to configure and set up Dynamics 365 Insights and AI tools that integrate with data held within the Dataverse as well as configure and deploy the Artificial Intelligence features of Microsoft Dynamics 365 Customer Engagement Apps and Business Central to increase efficiencies and productivity in your every day work.
Module 1: Introduction
This module introduces the concept of AI within Microsoft Dynamics 365. You will learn about the tools and resources that are available as well as best practice methodologies and fundamentals.
Lessons
- Objectives
- AI Principals
- Tools and Possibilities
- Dynamics 365 Insights
- Dynamics 365 Artificial Intelligence and Copilot
Lab: Analytics Orientation
- Set up your Lab
- Configure your environment
Module 2: Dynamics 365 Sales Insights
This module introduces you to the AI features of Dynamics 365 Sales. You will learn how to configure Sales Insights Dynamics 365 Sales. This module also introdcues Copilot, a new AI tool built into Dynamics 365 that can help organizations leverage next generation AI features and natural language processing to increase effciencies.
Lessons
- Objectives
- Introduction to Dynamics 365 Insights and Copilot
- Configure and deploy Sales Insights
- CoPilot with Dynamics 365 Sales
Lab: Set up Sales Insights
- Configuring the Sales Insights Dashboards
Module 3: Dynamics 365 Customer Service Insights
This module introduces you to the AI features of Dynamics 365 Customer Service. You will learn how to configure Customer Service Insights for Dynamics 365. This module also introdcues Copilot, a new AI tool built into Dynamics 365 that can help organizations leverage next generation AI features and natural language processing to increase effciencies.
Lessons
- Objectives
- Introduction to Dynamics 365 Insights and Copilot
- Configure and deploy Customer Service Insights
- CoPilot with Dynamics 365 Customer Service
Lab: Set up Customer Service Insights
- Configuring the Customer Service Insights Dashboards
Module 4: Dynamics 365 Marketing Insights
This module introduces you to the AI features of Dynamics 365 Marketing. You will learn how to configure Marketing Insights for Dynamics 365. This module also introdcues Copilot, a new AI tool built into Dynamics 365 that can help organizations leverage next generation AI features and natural language processing to increase effciencies.
Lessons
- Objectives
- Introduction to Dynamics 365 Insights and Copilot
- Configure and deploy Marketing Insights
- CoPilot with Dynamics 365 Marketing
Lab: Set up Marketing Insights
- Configuring the Marketing Insights Dashboards
Module 5: Dynamics 365 ERP Insights
This module introduces you to the AI features of Dynamics 365 Business Central and Finance. You will learn how to configure Insights for Dynamics 365 ERP. This module also introdcues Copilot, a new AI tool built into Dynamics 365 that can help organizations leverage next generation AI features and natural language processing to increase effciencies.
Lessons
- Objectives
- Introduction to Dynamics 365 ERP Insights and Copilot
- Configure and deploy Insights
- CoPilot with Dynamics 365 Business Central
- CoPilot with Dynamics 365 Finance and SCM
Lab: Introducing AI for Dynamics 365 ERP