Microsoft Copilot Services - Copilot for Dynamics 365

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Copilot for Dynamics 365 integrates AI into core CRM and ERP workloads. From drafting sales emails to generating financial summaries, Copilot accelerates workflows across multiple business domains.

It is designed for organisations running Dynamics 365 who want to embed AI across their customer and operational processes.

• AI assistance across Dynamics 365 apps (Sales, Service, Finance, Supply Chain)
• Automated record updates, insights, and forecasting
• Context-aware Copilot prompts for every role
• Secure governance and compliance configuration
• Modular rollout across business units or enterprise 

Deploy Copilot across Dynamics 365 apps with LW IT Solutions. AI-powered automation and insights for Sales, Customer Service, Finance, and Supply Chain.

We configure Copilot deployments in Dynamics 365 with DLP, retention, sensitivity labels, and audit logging. Our frameworks align with GDPR, ISO 27001, and industry-specific standards such as SOX for finance or GMP for supply chain.

• Improve sales forecasting and pipeline accuracy
• Enhance customer service with faster, AI-powered case resolution
• Increase finance productivity with automated reporting and analysis
• Optimise supply chain with predictive insights and scenario modelling
• Drive adoption of Dynamics 365 by embedding AI into daily workflows

• Dynamics Copilot readiness & licensing assessment
• Secure configuration of Copilot across Sales, Service, Finance, Supply Chain
• Governance baseline with DLP, retention, sensitivity labels
• Role-based prompt libraries tailored to departments (Sales, Finance, Ops, HR)
• Training packs and adoption comms for end users
• Dashboards for usage and adoption success metrics
• Scaling and governance runbook for enterprise rollout

1. Readiness & Planning – review Dynamics workloads, confirm licensing, assess governance
2. Pilot Deployment – enable Copilot for one Dynamics module (e.g., Sales or Finance), train users, measure results
3. Scale Rollout – expand to multiple modules, refine prompts, adopt governance dashboards
4. Operate – provide roadmap alignment, governance updates, adoption refreshers

• Starter Pilot - enable Copilot for one Dynamics module, 50–100 users
• Scale Program - extend across 2–3 modules, role-specific prompts, adoption program
• Enterprise  Rollout - organisation-wide rollout across multiple      modules, advanced governance, integrations
• Operate - monthly governance reviews, new use cases, roadmap alignment