D365 Sales Copilot

Power Apps Plan Designer (preview)

AI: Azure AI Speech Service

Data: Copilot for Fabric DW

Record Summarization – Get AI-generated summaries of leads, opportunities, and accounts based on the most critical fields.

Recent Changes Tracking – Stay updated with a summary of modifications to your sales records.

Information Assistance – Fetch insights and documents without switching apps, integrating with SharePoint for quick access.

Meeting Preparation – Get contextual briefings on upcoming sales meetings, helping you enter conversations fully informed.

Email Assistance – Draft, summarize, and follow up on emails with AI-powered suggestions.

Beyond Dynamics 365 Sales, Copilot seamlessly integrates with Microsoft 365 apps like Outlook and Teams, allowing sellers to:

Capture, view, and update customer data from their inbox.

Generate AI-powered summaries and email responses on the go.

Stay on top of deals with generative AI assistance in Teams meetings.

Convert a simple business requirement into an end-to-end solution.

Generate user roles and user stories with Copilot.

Automatically create Dataverse tables and visualize them in an entity-relationship diagram (ERD).

Design user experiences for different roles.

Provide real-time feedback to refine the solution before deployment.

Accelerates solution planning – Reduces time spent on gathering business requirements.

Guides new makers – Ideal for those new to solution architecture and Power Platform.

Boosts efficiency – Streamlines solution planning, design, and deployment into a single workflow.

Scales easily – Solutions can be exported and deployed across different environments for better Application Lifecycle Management (ALM).

Speech-to-Text – Convert audio into text in real-time or using batch processing for large datasets. Supports multiple languages and speaker diarization to differentiate voices in a conversation.

Text-to-Speech – Generate natural-sounding AI voices using prebuilt neural voices or create a custom brand voice. Fine-tune speech output with Speech Synthesis Markup Language (SSML) for precise pronunciation, pitch, and speed.

Speech Translation – Instantly translate spoken language into multiple languages for global communication.

Speaker Recognition – Identify and verify speakers based on unique voice characteristics, answering the question: "Who is speaking?"

Pronunciation Assessment – AI-driven feedback for language learners, helping improve pronunciation and fluency.

Intent Recognition – Recognize voice commands using Conversational Language Understanding, enabling voice-driven automation.

Natural Language to SQL – Convert simple, natural language questions into T-SQL queries instantly.

AI-Powered Code Completion – Receive context-aware SQL suggestions while typing in the query editor.

Quick Fix & Explain Actions – Debug and analyze SQL queries with AI-generated explanations and fixes.

Intelligent Insights – Get AI-driven recommendations based on table structures, column names, and relationships.

Chat Pane: Type questions in natural language, and Copilot will return a SQL query or explanation.

Code Completion: Start writing T-SQL, and Copilot predicts and completes the code in real-time.

Quick Actions: Select a SQL query and use Fix or Explain to debug errors or understand the logic behind the query.

Use clear, concise prompts that match table and column names for the most accurate query generation.

Define primary keys, foreign keys, and relationships in the model view to improve JOIN accuracy.

Add comments (--) in queries to provide Copilot with additional context.

Dynamics 365 Blog.

Microsoft Copilot Blog.

Microsoft Fabric Blog.

Azure AI Blog