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El poder de Copilot en MS Dynamics 365 Finance and Operations
The document discusses the integration of AI-powered agents and Microsoft's Dynamics 365 Copilot in business processes, emphasizing their ability to automate and enhance operations in areas such as procurement, finance, and time management. It highlights key features like adaptive user interfaces and continuous learning of agents, aiming to improve efficiency, mitigate risks, and reduce errors. The document also includes a case study on G&J Pepsi's successful adoption of Dynamics 365, which resulted in significant revenue increase and operational improvements.
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El poder de Copilot en MS Dynamics 365 Finance and Operations
- 2. Juan Rafael Solutions ArchitectDynamics 365 Alianza Corp Global MCT | MVP BizApps
- 4. El viaje ala nube… es mejor con un Coach #ITCoach
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- 6. Microsoft Confidential: Contentis shared under NDA with Microsoft CAB members
- 9. Future of business AI– Powered ERP Dynamics 365 Copilot Agents
- 10. Copilot + Agents= AI-First Business Process Microsoft 365 Copilot is the UI for AI, your personal, intelligent assistant for work, grounded in your data and integrated into your Microsoft apps. Agents use AI to automate and execute business processes, working alongside or on behalf of a person, team, or organization.
- 11. How is amodern AI- powered ERP different? Copilot and Agents Always – on listening for signals across all systems to take proactive action Dynamic workflows Replace rigid preset workflows with dynamic ones and constantly adapt to changea Adaptive Experience Modern UI that only shows what the user needs at that moment instead of forms over tables
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- 14. Autonomous agents inDynamics 365 AI – powered ERP Supplier Communications Agent Account Reconciliation Agent Time and Expense Agent
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- 16. Challenges Procurement specialists What currentstate looks like Time consuming to manually address PO changes Reactive to supply chain disruptions Limited strategic focus
- 17. Current workflow Procurement specialists Readincoming email Navigate to order Find days to stockout Identify impacted customers Inform stake-holders Send email to supplier
- 18. Future workflow Procurement specialistswith Supplier Communications Agent Read incoming email Understand intent & extract data Find days to stockout, Identify impacted customers Propose decision + alternatives Inform stakeholders Send email to supplier Review and accept / reject proposals Review draft * Users control the degree of autonomy at critical steps in the process – they entrust Copilot to be more autonomous as trust grows
- 20. Key takeaways 1 AdaptiveExperience Modern UI that only shows what the user needs at that moment instead of forms over tables Agents are continuously learning You are in control of the agent, and it learns alongside you to manage exceptions and improve its performance
- 21. Supplier communications agent Businessoutcomes What current state looks like Time consuming to manually address PO changes Reactive to supply chain disruptions Limited strategic focus What future state looks like… Proactively mitigate supplier risks Improve vendor management Improve supplier performance Efficiently manage PO changes
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- 23. Challenges Finance manager What currentstate looks like Time consuming to manually reconcile ledgers Error-prone and stressful Limited strategic focus
- 25. Key takeaways 2 AdaptiveExperience Agents are continuously learning Agent activity tracking In order to stay compliant, all the agent activities are tracked and logged so that it is easy to audit later
- 26. Account Reconciliation Agent Businessoutcome What current state looks like Time consuming to manually reconcile ledgers Error-prone and stressful Limited strategic focus What future state looks like… Continuous reconciliation Identify issues in real time Close books faster Focus on planning
- 27. Time and ExpenseAgent
- 28. Challenges Pro Serv Consultants Whatcurrent state looks like Time consuming to manually file and approve time and expenses Delayed invoices to clients with errors Revenue leakage due to inaccurate filing
- 30. Key takeaways 3 AdaptiveExperience Agents are continuously learning Agent activity tracking Agent performance and ROI Measure the impact that the agent has had on the business process to show ROI
- 31. Time and ExpenseAgent Business outcomes What current state looks like Time consuming to manually file and approve time and expenses Delayed invoices to clients with errors Revenue leakage due to inaccurate filing What future state looks like… Automatic time & expense recommendations Error-free and timely client invoicing Minimal revenue leakage
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- 33. Microsoft Confidential: Contentis shared under NDA with Microsoft CAB members Copilot in Dynamics 365 Commerce
- 34. Situation: Solution: Impact: “Iam really excited about working with Copilot capabilities as I believe it will completely change the way our employees at G&J Pepsi interact with Dynamics 365 Field Service. It will be a game changer for our field service and frontline teams, allowing them to enhance their best-in-class service by getting access to the information they need faster than ever before.” —Eric McKinney, Director of Enterprise Infrastructure, G&J Pepsi Customer: G&J Pepsi-Cola Bottlers Industry: Consumer Goods Size: 1,000 – 9,999 employees Country: USA Products and services: Microsoft Power Platform • Power Apps • Power Automate • Power BI • Dataverse Dynamics 365 • Field Service • Sales • Remote Assist Microsoft Teams Read full story here As a significant element of G&J Pepsi- Cola Bottlers, Inc.’s digital and business transformation journey, the organization needed an end-to-end view of its customers. Having unified data at the hands of frontline employees would enable field technicians to pursue the company’s greatest revenue-generating opportunity. G&J Pepsi integrated Dynamics 365 Sales and Dynamics 365 Field Service on top of Power Platform, producing both immediate and significant results. Leads are fed into D365 and funneled to the best resources. Service Technicians are “fed” all installation information via an app, no more paper and lag time. The solution has unified the cross- functional customer journey, leading to better results across the board—an 8 percent increase in revenue and 6.6 decrease in operating expenses as well as increased productivity, increase efficiency, higher lead conversion and market share, along with cost reductions. Dynamics 365 quenches G&J Pepsi-Cola Bottlers’ thirst for innovation, integration, and agility
- 35. GPT can respondto store associate questions in real-time • Store associates often have question on customers, products, store inventory or orders, but it is not easy to find this info if there are no canned reports or quick lookups available • GPT-powered Q&A in POS can respond to their questions in real-time and save them the time/effort required for tedious lookups • Additionally, GPT can also assist POS users with performing manual tasks such as inventory updates, checkouts or returns Q&A in POS POS | HQ | Site Builder | eCommerce site Exploratory evaluation
- 36. Copilot assisted StoreSales Copilot can be a true companion to assist store associate engage with customers better and boost conversions. • Elevating customers in-store shopping experience • Improvement in customer engagement • Boost in sales with enhanced up- selling/cross-selling opportunities • Enable ‘novice’ store associate to become an ‘expert’ sales-person POS | HQ | Site Builder | eCommerce site Exploratory evaluation
- 37. Copilot in POS Turbochargeyour store associate producitivity