Introducing the Microsoft Copilot Copyright Commitment
Summary Today Microsoft shared with you the announcement of the Microsoft Copilot Copyright Commitment, a new commitment that extends the existing intellectual property defense obligations to commercial Copilot services, including Dynamics 365 Copilot, Copilot in Power Platform and Microsoft Sales Copilot, and builds on the previous AI Customer Commitments. This means that if a third party sues a commercial customer for copyright infringement for Microsoft’s commercial Copilots, and/or Bing Chat Enterprise or the output the Copilots generate, Microsoft will defend the customer and pay the amount of any adverse judgments or settlements that result from the lawsuit, as long as the customer used the guardrails and content filters built into the products and is not attempting to generate infringing materials. The Microsoft Copilot Copyright Commitment will be effective starting October 1, 2023, and apply to paid versions of Microsoft commercial Copilot services and Bing Chat Enterprise. It will not extend to any free products, custom-built Copilot services, or consumer products or services, even if identified as a Copilot. It will be reflected in a single change to Microsoft’s Product Terms, where all applicable conditions will be detailed. Below are the key protections offered by this commitment. Please note that this is not an exhaustive list, and the relevant contractual terms will reflect the details. It will be extended to paid versions of Microsoft commercial Copilot services and Bing Chat Enterprise. It will not extend to any free products, custom-built Copilot services, or consumer products or services, even if identified as a Copilot. It covers third-party IP claims based on copyright, patent, trademark, trade secrets, or right of publicity – please refer to the FAQs for more details on the claims covered and exclusions. It covers the customer’s use and distribution of the output content generated by the Copilot services, but not the customer’s input data, modifications of the output content, or uses of output that the customer knows or should know will infringe the rights of others. It requires the customer to use the content filters and other safety systems built into the product and the customer must not attempt to generate infringing materials, including not providing input to a Copilot service that the customer does not have appropriate rights to use. Next Steps Use the resources below to prepare for customer conversations: Read and share the Microsoft Blog and the Licensing blog Prepare for customer questions and meetings: Get the latest cross-solution area AI story and resources Resources AI and Copilot for Business Applications Contact For more information about the Microsoft Copilot Copyright Commitment, please post questions here on the Business Applications - Microsoft Partner Community. Call to Action Read and share the Microsoft Blog and the Licensing blog Review theAI and Copilot for Business ApplicationsTransform Page Engage in the Business Applications - Microsoft Partner Community
Is Co Pilot Pro available as a benefit for partners? We'd like to experiment and learn more
We have developed a chat based service desk application that integrates with MS Teams, leverages a lot of services via Azure Open AI, and routes to service desk agents (https://www.chimev5.com/). We also have a lot of customers who are starting to explore, and deploy, Copilot and Copilot Pro. We imagine that we may want to integrate with Copilot Pro and we'd like to deploy an internal instance, connect with some data providers, and generally consider integration avenues. Is Copilot Pro an available benefit as part of the MS Partner program? ThanksMicrosoft Copilot for Service now in Public Preview
Release Summary As announced last month at Ignite, Microsoft Copilot for Service is available December 1 in public preview. Copilot for Service helps organizations boost agent productivity and deliver compelling service experiences by modernizing existing contact centers with generative AI. Customers can visit the new Microsoft Copilot for Service webpage to sign up for free. Details Copilot for Service synthesizes vast amounts of data already available from an organization’s trusted knowledge sources to provide relevant, timely guidance to agents in their flow of work. Without costly development time or rip and replace efforts, organizations can simply point to their data—such as public websites, SharePoint, knowledgebase articles, and offline files—and in a few minutes unlock generative AI-powered conversations across all of their data with out-of-the-box integrations for Salesforce, ServiceNow, and Zendesk. Agents can simply ask Copilot questions in natural language to receive relevant answers that leverage existing contact center knowledge to enhance agent productivity and customer satisfaction. Customers interested in joining the public preview can visit the Copilot for Service webpage to sign up for free. Access to a US-based environment is required to participate (learn more). Additionally, while Copilot for Microsoft 365 is included in Copilot for Service, Copilot for Microsoft 365 capabilities may not be available during preview. Copilot for Service general availability is targeted for the first quarter of 2024. Pricing will be $50 per user/month. Call to Action Read theCopilot for Service announcement blog Review the new Copilot Partner Blog: 9altitudes energizes field service with Copilot Encourage customers to sign up for the Copilot for Service public preview here Review resources on the AI Copilot Partner Hub Page, including demo assets (guided and unguided demos, demo video), pitch deck, and more. Watch on-demand content from Microsoft Ignite including: Becoming an AI-Powered Organization with Microsoft Copilot Transforming service organizations with generative AI Learn how Dynamics 365 Copilot unlocks modern service experiences Ask questions in the Business Applications Microsoft Partner Community2024 Release Wave 1 plans now available
Summary The 2024 Release Wave 1 plans provide updates on new capabilities that will become available in the Business Applications Portfolio (Microsoft Dynamics 365 and Microsoft Power Platform) starting in April 2024. On January 25, Microsoft posted the Release Wave 1 plans to the public Microsoft Dynamics 365 and Power Platform release plans page which will be updated frequently with new products and features available to partners and customers. Microsoft Copilot for Service will be added to the release plans in February after General Availability on February 1, 2024. Upon public availability, partners can: Provide customers visibility on what is coming next to plan for deployment Begin discussions to prepare for new capabilities Remind customers that the 2024 Release Wave 1 plans will be continually updated as new disclosures are made public Release Highlights This release wave builds on the commitment to reimagine the way Microsoft works with AI-powered experiences that empower people and organizations. Microsoft is creating applications and experiences that add value to every role by breaking down silos between data, insights, and people. Microsoft continues to invest in AI and Microsoft Copilot, with new experiences designed to help everyone work more efficiently and focus on what matters. Key highlights for Dynamics 365 & Microsoft Copilot for Sales: Dynamics 365 Business Central focuses on Copilot-driven capabilities to improve productivity through enhanced reporting & data analysis, project & financial management, and simplified workflow automation. Dynamics 365 Customer Insights - Data empowers organizations to unify and enhance customer data, leveraging AI for quick insights and democratized access to analytics. Dynamics 365 Customer Insights - Journeys empowers marketers with deeper customer understanding, ability to create new customer experiences within minutes; and granular lead qualification boosts synergy between sales and marketing. Dynamics 365 Customer Service helps agents to work more efficiently through Copilot filtering response verification, diagnostic tools, and usability improvements to multisession apps. Dynamics 365 Field Service transforms services organizations with the next generation of Copilot capabilities, Microsoft 365 integrations, vendor management, and Finance and Operations integration. Dynamics 365 Finance focuses on building intelligence, automation, and analytics around every business process to increase user productivity and business agility. Dynamics 365 Sales focuses on providing sellers timely customer information, expediting deals with actionable insights, improving productivity, and empowering organizations through open configurability and expanded generative AI leadership. Microsoft Copilot for Sales continues to deliver and enhance cutting-edge generative AI capabilities for sellers by enriching Copilot in M365 capabilities with sales specific skills, data and actions. Dynamics 365 Supply Chain Management delivers new copilot skills to improve user experience, while demand planning transforms the forecast process, and warehouse processes are optimized for greater efficiency and accuracy. Key highlights for Power Platform & Microsoft Copilot Studio: AI Builder invests in Prompt Builder for GPT prompts, Intelligent Document Processing, and AI Governance improvements. Microsoft Dataverse focuses on enhancing maker experience by improving app building productivity infused with Copilot experiences and seamless connectivity to external data sources. Power Platform Administration and Governance provides more tools and insights for Admins to manage their low code assets at scale and introduces new security capabilities. Microsoft Power Platform pro development offers a rich spectrum of extensibility points and tooling capabilities for code-first developers. Power Apps focuses on integrating Copilot to accelerate app development with AI and natural language, enhancing user reasoning and data insights in custom apps. Power Automate brings Copilot capabilities across cloud flows, desktop flows, and process mining. Power Pages interactive Copilot supports every step of site building to create intelligent websites. Microsoft Copilot Studio brings native capabilities for extending Microsoft Copilots, General Availability for Generative Actions, and geographic expansions. Key Dates Key dates for 2024 Release Wave 1 plans: January 25: Public disclosure of 2024 Release Wave 1 plans February 5: Early access public preview available to new features and capabilities before they are enabled automatically April 1: General availability for 2024 Release Wave 1 begins Call to Action Review the 2024 Release Wave 1 plans and product roadmap with your customers Join the Dynamics 365 Partnerand Microsoft Power Platform Partnerchannels on LinkedIn Ask questions in the Business Applications Microsoft Partner CommunityMicrosoft Ignite Announcements
Release Summary On November 15-16 at Ignite, Microsoft is announcing new Microsoft Copilot experiences that empower organizations to unlock value from a range of systems of record, with tight integration with Copilot for Microsoft 365. In conjunction with these new Copilot experiences, Microsoft is also announcing new and updated Copilot capabilities for Dynamics 365, and updates in Power Platform. The Ignite announcements include: Microsoft Copilot Studio, a low-code tool to customize Microsoft Copilot for Microsoft 365 and build standalone copilots. Copilot Studio exposes a full end-to-end lifecycle for customizations and standalone copilots within a single pane of glass—you can build, deploy, analyze, and manage all from within the same web experience. Microsoft Copilot for Service, which includes Copilot for Microsoft 365, helps organizations boost agent productivity and deliver compelling service experiences by modernizing existing contact centers with generative AI. Microsoft Copilot for Sales, which includes Copilot for Microsoft 365, allowing sellers to seamlessly harness the benefits of generative AI across all sales and productivity workflows, including Teams and Outlook New Copilot capabilities in Dynamics 365 to drive efficiency across the organization, featuring updates that help marketing, sales, and field service professionals provide exceptional customer experiences. New Copilot capabilities in Power Automate, makers can use natural language to generate scripts, saving time and increasing proficiency, and CoE teams can now analyze the health and performance of their automation activity. New capabilities in Managed Environments for Power Platform, allows admins to establish environment groups and set rules, along with an advisor that will provide a simpler way to gain insights into what is happening with all environments. Enhancements to Power Apps to help create AI-infused apps at scale, enabling copilot for all canvas apps users, and a native UI/UX experience which optimizes all mobile apps for devices with more reliable performance. Event Information Microsoft Ignite is where IT Professionals, administrators,implementers, developers,cloud architects anddecision makers come together to develop technical skills and take careers to the next level by learning from Microsoft leaders, experts, and industry partners. Attendees will be the first to hear about the latest news and announcements around Microsoft products and have an opportunity to tune into over 200 sessions. Digital registration is open! Register here. Product Announcements Microsoft Copilot Studio Introducing Microsoft Copilot Studio, which enables organizations to customize Microsoft Copilot for Microsoft 365 (Public Preview) or build their own copilot from scratch (Generally Available) using the visual copilot development environment. Citizen IT and pro developers can use their organizational data, plugins, and data connectors to extend and create copilots that suit each organization’s needs including managing specific scenarios that require authored responses or workflows. With this new announcement, Power Virtual Agents capabilities will join with Microsoft Copilot Studio, our new conversational AI platform. As a result, the Power Virtual Agents name will no longer be used. This will not require any action or impact to the customer. Readiness & Enablement Resources Read the announcement blog: aka.ms/MCSblog Read the Partner Hub blog post: aka.ms/BApartnerblog-MCS Review the Microsoft Copilot Studio Partner Hub Page Watch the sizzle - aka.ms/CopilotStudioSizzle Review the demo - aka.ms/CopilotStudioDemo Inform your existing Power Virtual Agents customers of the change with this blog: aka.ms/MCSblog2 Dynamics 365 Field Service updates On November 15, Microsoft announced new Copilot capabilities and more integrated experiences to streamline service operations with Dynamics 365 Field Service: The integration with Microsoft 365 Chat will enable frontline workers to access key work order information in the flow of work in Microsoft Teams via natural language (public preview in December). Copilot in Dynamics 365 Field Service mobile will boost technician productivity by streamlining workflows - from providing summaries of key points in work orders to suggesting work order updates - saving them time so they can focus on exceeding customer expectations (public preview in December). Access to Dynamics 365 Guides and Remote Assist within Dynamics 365 Field Service at no additional cost will enable Dynamics 365 Field Service customers to equip technicians with step-by-step instructions and real-time expert help - key for improving important KPIs such as first-time fix rates (generally available in December). Dynamics 365 Field Service Contractor (New SKU) for providing essential work order management functionality to vendors will make it easier to scale service operations to meet demand (generally available in December). Seamless financial and inventory data flow between Dynamics 365 Field Service and Dynamics 365 Finance and D365 Supply Chain Management will help ensure the frontline and back office stay in sync (available now in preview). Readiness & Enablement Resources Connected Field Servicedemo video,guided click throughandunguidedclick through Dynamics 356 IT Pro blog Dynamics 365 Field Service Partner Hub Page New Copilot in Dynamics 365 Customer Insights features, enhancements, and partnerships Microsoft announced new capabilities in Dynamics 365 Customer Insights that help marketers, sellers and customer-centric teams collaborate. AI-generated customer profile summary including demographic, transactional, behavioral, and analytics data to generate key insights instantaneously for quick customer understanding (for organizations that have both D365 Customer Insights and D365 Sales Enterprise or Premium subscriptions; available in public preview in December). Already in public preview, marketers can qualify their leads using metrics such as engagement scores and provide seamless handoffs to their sellers, ensuring marketing and sales teams maximize the opportunity pipeline and increase win rates. A new partnership with Optimizely will enable organizations to leverage segments and journeys built in Customer Insights in Optimizely to build campaigns that can be personalized in real-time without writing any code (available in public preview mid-December). Readiness & Enablement Resources Dynamics 365 Ignite Announcements Blog Dynamics 365 Customer Insights Partner Hub Page New Copilot in Dynamics 365 Sales Features Building on the momentum of copilot in Dynamics 365 Sales, earning distinctive leadership positions from Gartner and Forrester, today, Microsoft announced two new copilot experiencesinDynamics 365Sales that allow sellers to interact with their data using natural language. Available in public preview in December, use natural language with Copilot in D365 Sales to get contextual insights and recommendations for leads and opportunities. Copilot in D365 Sales also has a new full-screen view where sellers can use natural language or pre-built prompts to gain a quick understanding of customers, deals, meetings, forecast, and more. The full-screen view is rolling out starting November in Asia/Europe, and December in North America. Readiness & Enablement Resources Dynamics 365 Ignite Announcements Blog Dynamics 365 Sales Partner Hub Page Gartner MQ Blog and Gartner MQ Report Forrester Wave Blog and Forrester Wave Report Microsoft Copilot for Service Copilot for Service synthesizes vast amounts of data already available from an organization’s trusted knowledge sources to provide relevant, timely guidance to agents in their flow of work. Without costly development time or rip and replace efforts, organizations can simply point to their data—such as public websites, SharePoint, knowledgebase articles, and offline files—and in a few minutes unlock generative AI-powered conversations across all of their data with out-of-the-box integrations for Salesforce, ServiceNow, and Zendesk. Agents can simply ask Copilot questions in natural language to receive relevant answers that leverage existing contact center knowledge to enhance agent productivity and customer satisfaction. And since Copilot for Microsoft 365 is included in Copilot for Service, organizations will also benefit more broadly from productivity enhancements in the tools agents already use every day, such as Outlook and Teams. Copilot for Service will be available in public preview in early December. General availability is targeted for the first quarter of 2024. Pricing will be $50 per user/month. Readiness & Enablement Resources Copilot for Service announcement blog Watch the following from Microsoft Ignite: Becoming an AI-Powered Organization with Microsoft Copilot (Keynote, in-person and online) Transforming service organizations with generative AI (Breakout, in-person and online) Microsoft Copilot for Sales Microsoft Copilot for Sales is the next evolution of Microsoft Sales Copilot, bringing the power of Microsoft Copilot for M365, Microsoft Copilot Studio, and seller specific insights and actions in the flow of work. Copilot for Sales works with any CRM, helps sellers save time and energy, generate innovative ideas, build stronger customer relationships, and ultimately close more deals. Copilot for Sales, inclusive of the Copilot for M365 subscription, will be available first quarter CY24 at $50 per user per month. Customers who own Microsoft Copilot for M365 will be able to purchase Copilot for Sales as a $20 step- up SKU. D365 Sales Premium customers can purchase the Copilot for M365 subscription ($30) to unlock the full power of the new Copilotfor Sales product. For current standalone Sales Copilot customers, Microsoft is working on a plan to support them and/or transition to the new offer. There will be more specific details available by December. Continue using the hero motion of Dynamics 365 Sales, where Microsoft has both product leadership, value leadership, and momentum against Salesforce.For existing and new Dynamics 365 Sales customers, there will be no loss in copilot capabilities, and Copilot in Dynamics 365 Sales will continue to receive significant innovation. Readiness & Enablement Resources Dynamics 365 Ignite Announcements Blog Microsoft Sales Copilot for Salesforce click-through demo Benefits of Microsoft Copilot for Sales E-book Advanced governance features in Managed Environments for Power Platform Microsoft announced three new governance capabilities for Microsoft Power Platform allowing IT admins the ability to proactively govern their enterprise at-scale. Now in public preview, advisor in Managed Environments for Power Platform provides recommendations and inline actions for ITDMs to govern and secure their platform. AI-generated app descriptions, now in public preview, provide automatic descriptions of applications to help IT admins understand their applications. Environment groups and rules, currently in private preview, gives IT admins control of environments by creating environment groupings and applying custom rule sets to those groups. Readiness & Enablement Resources Read the IT Pro blog to learn about extensibility and plugins: aka.ms/DataverseIgnite2023 Read the Power Apps blog to learn about the new Managed Environments features Watch the BRK215: Operating Power Platform at Enterprise Scale Ignite Breakout Session Announcing new time-saving experiences for Copilot in Power Automate Earlier this year, we launched Copilot in Power Automate with functionality for cloud flows and later for process mining. Now we announced further integration with Copilot for desktop flows and orchestration, enabling faster assistance in Power Automate for desktop and for analyzing automation in “desktop flow activity” within the web portal. This helps extend Copilot across multiple key touchpoints in the product and provide a seamless user experience. Readiness & Enablement Resources Check out the official Power Automate blog post with our new sizzle video: aka.ms/PowerAutomate/Sizzle/Copilot Dive deeper into the official documentation: aka.ms/Ignite2023/PowerAutomateDocs Watch BRK213: Improve Efficiency with Power Automate Process Mining and RPA Power Apps adds more Copilot options by default and improves mobile experience Copilot will now be able to respond to queries about Dataverse data in canvas apps without needing any configuration from makers (limited preview in December, public preview in Q1 2024). Copilot will also create text input in apps and can be set up to reply to pre-set prompts using the new Copilot answer control capability (public preview in December), saving users time. For advanced use cases, makers will be able to fully customize Copilot in apps through Microsoft Copilot Studio straight from Power Apps Studio. Developing native apps for mobile users also becomes easier with native mobile UI/UX (public preview in December), making mobile apps more reliable and useful to end users. Readiness & Enablement Resources Get familiar with the newest capabilities in Power Apps in the Power Apps Ignite blog Watch the BRK216H: Accelerate impact with AI-powered low code tools Watch the DIS613H: Generative AI for low code development Q&A Call to Action Register for Ignite Register for the Nov. 29 Ignite Recap for Business Applications Partners Review the Partner Hub Blog post on Microsoft Copilot Studio Ask questions in the Business Applications Microsoft Partner CommunityAnnouncing the general availability of Microsoft Copilot for Sales & Microsoft Copilot for Service
Summary On February 1, 2024, Microsoft Copilot for Sales & Microsoft Copilot for Service became generally available to customers. Copilot for Sales and Copilot for Service bring together the power of Copilot for Microsoft 365 with role-specific insights and actions to streamline business processes, automate repetitive tasks, and unlock productivity. Both provide flexibility to integrate with existing contact center and CRM systems, such as Microsoft Dynamics 365, Salesforce and ServiceNow, to get more done with less effort. Customers can purchase Copilot for Sales or Copilot for Service for $50 per user per month as a standalone license that includes Copilot for Microsoft 365. Customers who already own Copilot for Microsoft 365 can step-up for $20 per user per month to purchase Copilot for Sales or Copilot for Service. Copilot for Sales and Copilot for Service are available now to purchase through EA/EAS, MCA-E, and Buy-Online, and will be available to Cloud Solution Provider (CSP) partners on March 1. Microsoft Copilot for Sales Copilot for Sales is an AI assistant designed for sales teams to maximize productivity and close more deals. Copilot for Sales builds on Copilot for Microsoft 365, enhancing it with connectivity to CRM systems like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to bring sales-specific insights and recommendations to apps like Microsoft Outlook, Microsoft Teams, and Microsoft Word. Today, Copilot for Sales helps sellers and sales managers: Generate sales meeting preparation briefs in Word. Summarize emails and surface relevant buying intent and BANT (budget, authority, need, timing) analysis in Outlook. Generate emails in Outlook with relevant product, account, relationship, and opportunity information from their CRM system and Microsoft Graph. Add leads and update CRM records directly from Outlook. View meeting preparation notes and real-time sales insights during calls in Teams. View sales meeting summaries in Teams with conversation analysis, sales keywords and KPIs, and suggested tasks. Create collaborative deal rooms in Teams that sync with CRM data. Copilot for Microsoft 365 is also included in Copilot for Sales, providing sellers with additional productivity enhancements, like: Generate presentations in Microsoft PowerPoint. Generate plans and organize team information in Microsoft OneNote. Ask questions in natural language to catch up on customer interactions using Microsoft Copilot chat experience. Later this month, Copilot for Sales will also bring CRM connectivity to Microsoft Copilot chat experience, allowing sellers and sales managers to get quick insights on conversion and win rate, sales cycle, and pipeline. Microsoft Copilot for Service Copilot for Service helps organizations quickly realize the benefits of generative AI by extending their existing investments in CRM and contact center solutions to enhance customer experiences and boost agent productivity. Copilot for Service unlocks an organization’s trusted knowledge to accelerate onboarding and case resolution, improve efficiency, and automate tasks for agents in their flow of work. Without costly development time, organizations can simply point to their data and in a few minutes unlock generative AI-powered conversations across their knowledge bases. And for agents, they can tap into this knowledge with a copilot embedded directly in their desktop of choice such as Salesforce, as well as the other tools they already use every day like Outlook and Teams. Today Copilot for Service can help organizations: Enable generative AI-powered conversations across all their data with simplified “point and click” access to public websites, SharePoint, knowledgebase articles, and offline files. Access knowledge sources with pre-built integrations for Salesforce, ServiceNow, and Zendesk. Embed a copilot in agent desktops from Salesforce and other channels to support agents where they work. Copilot for Microsoft 365 is also included in Copilot for Service. We will introduce additional features in Microsoft 365 apps beginning later this month that will integrate data from CRM systems like Microsoft Dynamics 365 Customer Service and Salesforce Service Cloud—including: In Outlook, use Copilot to summarize and draft emails, access case summaries, browse and update CRM records, and schedule meetings informed by case summaries and other relevant information from CRM records. In Teams, use Copilot to browse and update CRM records during a meeting, as well as recap meetings, suggest follow-up action items, and create tasks that can all be saved to CRM systems directly from Teams. In Microsoft Copilot chat experience, ask questions over cases and contacts, as well as summarize cases—all from CRM data. Partner Opportunities with Microsoft Copilot for Sales and Microsoft Copilot for Service Microsoft Copilot for Sales and Microsoft Copilot for Service offer new opportunity to help your customers transform business operations using the power of AI. Customers are looking for your expertise to help them be more competitive and profitable. By adding Microsoft Copilot for Sales and/or Microsoft Copilot for Service to your practice, you can expand your customer base, and your revenue opportunities - offering services including business advisory, readiness and deployment, and adoption and change management. These open new possibilities for Business Applications Partners, as well as Modern Work partners to expand the value of Copilot for Microsoft 365. Call to Action Learn: Read the Copilot for Sales and Copilot for Service GA announcement blog Attend the live webinar for field and partners on February 13, 8:00-9:00 AM PST for an end-to-end overview of product narrative licensing, and sales motions Register for the Feb. 29 ‘What's Next for CSP Partners and Microsoft Copilot’ event. Register here for AM, here for PM. Leverage the new content to drive conversations with your customers: Bookmark and visit the Partner Hub and the AI future of work partner page for the latest content including: Updated: Microsoft Copilot for SalesPitchDeck New: Microsoft Copilot for Service Pitch Deck Updated: Copilot for SalesAdoption pageAnnouncing demand planning + Microsoft Copilot capabilities in Dynamics 365 Supply Chain Management
Overview On October 31, 2023 Microsoft announced the public preview of the new demand planning capabilities in Dynamics 365 Supply Chain Management. The functionality introduces more advanced forecasting and analysis tools to allow planners to generate more accurate forecasts and drive better business decision making. The interface is based on Power Platform and allows for no-code, easy configuration to begin generating and reviewing forecasts seamlessly using data from Dynamics 365 and other external sources. Microsoft also announced Microsoft Copilot enhancement in Dynamics 365 Supply Chain Management that will be available in public preview starting November 15, 2023. The new Copilot capabilities will provide users/teams with help in the flow of work through natural language conversations and enable them to take action to mitigate a disruption. These enhancements will help improve the user experience and increase user adoption across the system, which is ideal in scenarios where customers are migrating from on-prem ERP systems to the cloud. This will also reduce the time to onboard new employees on Dynamics 365. New Copilot capabilities for enhancing inventory visibility using natural language queries will help businesses promise orders with improved accuracy. Details Demand planning In the current global supply chain, it is more important than ever for businesses to be able to accurately predict future demand and use that data to inform business decision making. Demand planning provides enhanced capabilities for companies to improve their planning processes, including the following features: Ease of implementation: with a no-code interface, users can quickly import and transform data from multiple sources, define the methods of forecast generation, and compare outputs – all in just a few minutes of configuration. Public Preview includes an out-of-the-box integration with Dynamics 365 Supply Chain Management data entities that can be adjusted to the business requirements. AI-infused forecasting: connectors to Azure Machine Learning allow businesses to develop custom algorithms to increase forecast accuracy according to their unique scenarios. Planners can also choose from a standard list of forecasting models or automatically select the best fitting model. Improved reporting and analysis: planners can view multiple forecasts, historical data, and other time series all in the same form. They can do what-if analysis in real time, collaborate with other contributors via the Teams add-in, and use the native visual cues to drive discussions and decisions With these capabilities, stakeholders from sales, finance, marketing, and operations will be able to adapt quickly to demand shifts and make the right decisions to reduce waste, increase efficiencies, and drive sustainability. Demand planning is in Public Preview starting October 31, 2023. Dynamics 365 Supply Chain Management customers can get started immediately by enabling demand planning directly in feature management. The Demand planning capabilities can also be installed from the Power Platform admin center, listed in the ‘Dynamics 365 apps’ under ‘Resources’. Microsoft Copilot in Dynamics 365 Supply Chain Management enhancements Microsoft Copilot in Dynamics 365 Supply Chain Management enables supply chain teams to take actions based on insights with conversational help while in the flow of work. This ensures an increase in productivity and improved collaboration among employees across the supply chain and other cross-functional teams. Training and user adoption are often major expenses in software implementations. With Copilot powered in-product help, businesses can save time and increase user adoption in Dynamics 365 Supply Chain Management. Users can get answers, insights, and solutions without leaving their browser tab, which will enhance their user experience and boost their productivity. This feature will be in Public Preview on November 15, 2023, and users can activate it in feature management. The inventory visibility add-in for Dynamics 365 Supply Chain Management allows businesses to have a real time view of on hand inventory across all their business applications. Now, with Copilot, users can use natural language to query on hand inventory and look up products in inventory visibility and use the information to drive action within the business, such as creating a sales order from with Copilot. These capabilities can also be embedded in third-party apps or websites so consumers can benefit from the same features. This functionality will be available in Public Preview starting November 15. 2023. FAQ Review the below FAQ to prepare for customer questions and meetings: What is the pricing for the new capabilities? The pricing and business model is still being finalized and will be shared in time for GA (General Availability). How will existing customers get access to the new demand planning and Copilot capabilities? The new capabilities can be enabled directly from Dynamics 365 Supply Chain Management with feature management.The Demand planning app can also be installed from the Power Platform admin center, listed in the ‘Dynamics 365 apps’ under ‘Resources’. How can new customers (customers new to Dynamics 365 Supply Chain Management) preview and try the new demand planning and Copilot capabilities? New customers can contact Microsoft to learn more. Microsoft sales teams are also able to demonstrate the solution and initiate a POC with the customer as part of the sales process as next steps. How do these features differ from other supply chain solutions in the market? The new demand planning and Copilot capabilities in Dynamics 365 Supply Chain Management are part of Microsoft’s ERP portfolio. These new capabilities are available when customers purchase Dynamics 365 Supply Chain Management. The marketplace for supply chain solutions is crowded with best of breed offerings for demand planning, and Microsoft is not trying to compete with the best of breed vendors. The belief at Microsoft is that ERP systems need to evolve from mere systems of transaction to systems of reasoning, offering their users prescriptive actions that they can take in their functional areas to accelerate growth. This is where the new Copilot and demand planning capabilities play an important role in making Dynamics 365 your system of reasoning compared to other ERP solutions in the market. Are these features new to the market? Or is this a response to competitor offerings? The announced Copilot capabilities are new to the market, and Microsoft is leading the competition on this front. Demand planning is a mature space and Microsoft’s latest innovation in this space is revolutionizing how planners would perform planning by anchoring on flexibility, simplicity, collaboration speed and intelligence. Why is Microsoft ending the preview period for Supply Chain Center? Generative AI and Microsoft Copilot have opened the door for Microsoft to reimagine how workers and employees engage with their everyday tools and workflows. Empowering workers is no longer just about building new workspaces to work from, like control towers or command centers, but rather about how to surface relevant information and enable quicker decision making in the flow of work. Copilot is redefining the art of the possible and with that, Microsoft is setting out to revolutionize how ERP workers engage with technology every day. Given this, Microsoft is ending their preview for Microsoft Supply Chain on October 31, 2023. Going forward, Microsoft will be mainstreaming these data management and integration capabilities into the Microsoft Power Platform, enabling customers and their partners to use the full capabilities of the platform for a wider range of use cases. Call to Action Familiarize yourself with the announcement and new assets to accelerate Supply Chain opportunities/deals: Read the official blog announcement Read theabove FAQ to understand the impact of these changes to customers and prepare for customer questions Review the demand planning home page and review the installation guide for information on the auto installation process as well as who to contact for any questions Bookmark the Supply Chain Partner Hub Page to access resources and assets Ask questions in the Business Applications Microsoft Partner CommunityPartner Alert: Announcing Microsoft Dynamics 365 Contact Center
Summary On June 4 at the Customer Contact Week event, Microsoft announced the Microsoft Dynamics 365 Contact Center, which will become generally available (GA) on July 1, 2024. Dynamics 365 Contact Center is a Copilot-first contact center solution that delivers generative AI to every customer engagement and enables customers to keep their current CRM, whether Dynamics 365, Salesforce, or other custom CRMs. With this launch, Microsoft reaches the latest milestone in the journey toward modernizing customer service with generative AI throughout the contact center workflow—spanning the channels of communication, self-service, intelligent routing, agent-assisted service, and operations to help contact centers solve problems faster, empower agents, and reduce costs. Existing customers using the digital and voice channel add-ins with Dynamics 365 Customer Service will benefit from Dynamics 365 Contact Center and have a transition path to the new solution. Pricing and other information will be disclosed at GA. Microsoft Dynamics 365 Contact Center Dynamics 365 Contact Center is a contact center as a service (CCaaS) offering, enabling customers to bring the best of generative AI and omnichannel support to their contact center. Key capabilities include: Effortless self-service Customers have the freedom to engage in their channel of choice across voice, SMS, chat, email, and social media apps. Sophisticated pre-integrated copilots for digital channels drive context-aware, personalized conversations for rich self-service experiences. Provide a frictionless conversational IVR experience in real time through natural, human-like interactions. Accelerated human-assisted service Intelligent unified routing steers incoming requests that require a human touch to the agent best suited to help, enhancing service quality and minimizing wasted effort. Agents gain a 360-degree view of customers and AI tools for real-time sentiment analysis, translation, transcription, and more to help streamline service. Let Copilot automate repetitive agent tasks such as conversation summary, drafting emails, suggested responses, and knowledge search. Operational efficiency Generative AI based real-time reporting allows service leaders to optimize contact center operations across all support channels including their workforce. Maximize Copilot by connecting it to an organization’s existing data and business applications using more than 1,200 pre-built connectors that eliminate the need for expensive IT integration. Empower employee helpdesk and human resources functions using Microsoft Teams as a secure, integrated engagement channel. Call to Action Learn more about Dynamics 365 Contact Center and the value that it will provide to customers. Understand how this exciting news complements and reinforces Microsoft’s core strategy of landing Dynamics 365 Service solutions into every organization. In addition, the announcement is supported by promotion June 4-6 at Customer Contact Week (CCW) in Las Vegas, the largest contact center event in North America. Find more information on the Dynamics 365 Partner Hub Read the announcement on the official Microsoft blog for an overview of Microsoft’s offer and market viewpoint Leverage the following new partner assets now available in on Partner Hub: Microsoft Dynamics 365 Contact Center BDM Pitch Deck Microsoft Dynamics 365 Contact Center Demo video Microsoft Dynamics 365 Contact Center Sizzle video More resources will roll out aligned with GA on July 1st. Visit the Partner Hub for the latest updates Stay Connected with Business Applications Partner Resources NEW! Sign up for the Dynamics 365 and Power Platform Partner Newsletters Follow the Dynamics 365 and Power Platform partner LinkedIn channels Bookmark the Dynamics 365 and Power Platform Partner Hub pages Join and engage in the Business Applications Microsoft Partner CommunityAnnouncing new Copilot features in Dynamics 365 Customer Insights
Summary On January 11, 2024, Microsoft announced new Copilot in Dynamics 365 Customer Insights features that will transform daily marketing workflows. The features will go into early access public preview on February 29, and become generally available in the third quarter of calendar year 2024. These new Copilot features give marketers an AI-first experience to manage and maintain their campaign workflows in one place, get AI-curated content that can be easily edited and scaled across multiple deliverables, and track success from start to finish to optimize customer experiences. Additionally, with Microsoft’s partnership with Typeface, an enterprise-grade generative AI application for supercharging personalized content and ensuring brand authenticity, users will be able to access enhanced image editing directly within the project board. The new Copilot in Dynamics 365 Customer Insights features will be showcased in the Big Ideas Session at NRF hosted by Kathleen Mitford, Corporate VP of Global Industry Marketing on Monday, January 15. There will also be a demo of these features at the Microsoft booth #4503. Event Information If you’re attending NRF, learn more about Copilot in Customer Insights at the Big Ideas session “Bring joy to the shopping experience and unlock customer-centricity with AI” hosted by Kathleen Mitford, Corporate VP of Global Industry Marketing, on Monday, January 15, 2024 from 11:45 AM to 12:15 PM EST. If you have customers attending or have set up customer meetings at NRF, we suggest that you invite them to this session and stop by the Microsoft booth #4503 to learn more. Details Retail marketing teams are eager to adopt and enhance their customer experience with AI. According to the AI Adoption in Retail Survey by the Futurum Group, 63% of retail organizations hope to improve their marketing with AI in the next 18-24 months, and 78% of retail organizations have already taken the leap to implement AI to enhance their customer experience. With Copilot in Dynamics 365 Customer Insights, users will continue to have access to new Copilot capabilities that allow marketers to: Kickstart Campaigns with Natural Language: Marketers can kickstart their marketing project by writing their objective in natural language, or by uploading an existing creative brief. The project board is then generated, using the prompt or brief, connected organizational data, and previous campaigns in Dynamics 365 Customer Insights. The project board simplifies all workflows into a central hub for developing and managing marketing assets. Generate Audience Segments: From the project board, marketers can view the campaign’s targeted audience and segments, as well as recommendations from Copilot for additional segments that may not have been previously considered. Adding a new audience segment automatically generates a complementary customer journey, saving marketers time while also ensuring they deliver a personalized customer experience. Create Cohesive Branding: Text and images for the marketing campaign are generated with Copilot, using the brand profile which can be configured with simply a website URL, allowing you to automatically scale your branding across every marketing deliverable. Automate Personalized Touchpoints: Promotional e-mails or event invitations are automatically created with Copilot and can be edited directly within the project board. Image editing is enhanced by Microsoft’s partnership with Typeface, an enterprise-grade generative AI application for supercharging personalized content and ensuring brand authenticity. The embedded Typeface features generate and curate on-brand images directly within Dynamics 365 Customer Insights. As these features head to general availability in calendar Q3 of 2024, Microsoft will continue to invest in these new Copilot capabilities - allowing further content curation, journey testing, and metrics monitoring to optimize campaigns. Until then, encourage your existing Dynamics 365 Customer Insights customers to sign up for our early access public preview at aka.ms/CI-EarlyAccess. Call to Action Familiarize yourself with the NRF announcements Register your customer for the Copilot in Dynamics 365 Customer Insights Early Access Public Preview at aka.ms/CI-EarlyAccess Bookmark the Dynamics 365 Customer Insights Partner Hub page Review the Dynamics 365 Customer Insights Product Page Join the new Dynamics 365 Partnerand Microsoft Power Platform Partnerchannels on LinkedIn! Ask questions in the Business Applications Microsoft Partner Community
