Harness the power of AI with Copilot to automate your workflows, reducing manual effort and increasing efficiency. Streamline complex processes, accelerate routine tasks, and make more informed decisions with AI-driven insights. This automation not only saves time but also minimizes errors, allowing your team to focus on higher-value activities.

Integrate seamlessly with the Microsoft 365 applications you already rely on, such as Outlook, Excel, and Microsoft Teams. This integration reduces the need for repetitive data entry and minimizes the time spent switching between different applications. By centralizing your work within familiar tools, you can enhance collaboration, improve communication, and maintain a consistent workflow, ultimately boosting overall productivity.

Ensure your data is protected with top-tier security measures, including world-class identity protection, role-based access controls, and advanced encryption techniques. Maintain regulatory compliance effortlessly, safeguarding sensitive information and ensuring that your business meets industry standards. This robust security framework helps prevent unauthorized access and data breaches, giving you peace of mind.

Break down data silos and gain comprehensive business intelligence with real-time dashboards and flexible reporting tools. Access AI-driven insights that provide a deeper understanding of your operations, track sustainability metrics, and monitor key performance indicators (KPIs) tailored to each role within your organization. This data-centric approach empowers you to make informed decisions, optimize performance, and drive strategic growth.

Take full control of your finances from start to finish. Manage your budget effectively, accelerate month-end and year-end closing processes, and automate bank reconciliations. Utilize unlimited dimensions for detailed financial analysis, track fixed assets accurately, and more. This holistic approach ensures you have a clear and precise view of your financial health.

Create precise cash-flow forecasts using AI to analyze your business’s financial position. By leveraging advanced algorithms, you can predict future cash flows with greater accuracy, helping you make informed financial decisions and maintain a healthy cash balance.

Make more profitable decisions with robust reporting and ad-hoc analysis using Copilot. Connect seamlessly with Excel and Microsoft Power BI to gain deeper insights into your financial data. This integration allows you to perform detailed analyses, identify trends, and make strategic decisions that enhance your financial performance.

Support your international business operations with ease. Manage multiple currencies, languages, and exchange rates, and handle consolidations and intercompany transactions efficiently. Ensure compliance with various tax regulations across different regions, enabling smooth and effective global market expansion.

Increase sales with marketing text suggestions from Copilot, customer interaction tracking, and guidance on upsell, cross-sell, and renewal opportunities. By leveraging AI-driven insights, you can identify potential high-value customers and tailor your marketing efforts to their specific needs. Track customer interactions to understand their preferences and behaviors, allowing you to provide personalized recommendations and offers that drive sales growth.

Take better care of customers by managing the entire sales process from within Outlook and deliver better outcomes with connected service operations. This integration allows you to handle everything from initial contact to closing the deal without leaving your email platform. Connected service operations ensure that all customer information is readily available, enabling you to provide timely and accurate responses, streamline follow-ups, and enhance overall customer satisfaction.

Transition smoothly from sales to service, track customer returns and repairs, and manage service agreements to meet and exceed customer expectations. By maintaining a comprehensive record of customer interactions and service history, you can ensure that any issues are resolved quickly and efficiently. Manage service agreements to provide consistent and reliable support, fostering trust and loyalty among your customers.

Improve your customer experience by connecting with Dynamics 365 Sales, Customer Service, and Field Service. This integration allows you to provide a seamless and personalized journey for your customers, from initial contact through post-sale support. By leveraging the full suite of Dynamics 365 tools, you can ensure that every customer interaction is informed, efficient, and tailored to their needs, resulting in higher satisfaction and long-term engagement.

Effectively manage projects using timesheets and advanced job costing and reporting tools. Develop and adjust detailed budgets to improve project profitability, ensuring financial accuracy and control. By closely monitoring costs and resources, you can identify areas for cost savings and make informed decisions to keep projects on track and within budget.

Plan capacity and sales to manage resource utilization efficiently. Track customer invoicing against planned or actual costs to maintain financial oversight and ensure resource optimization. This approach helps you allocate resources effectively, avoid overbooking or underutilization, and ensure that projects are completed on time and within budget.

Access real-time business intelligence on project status, profitability, and resource utilization metrics. This data-driven approach helps you monitor performance, identify potential issues early, and make informed decisions to enhance project outcomes. By having a clear view of project metrics, you can take proactive steps to improve profitability and ensure successful project delivery.

Enable employees to perform their best work with role-based access and foster collaboration by sharing project links directly in Microsoft Teams. This streamlined communication enhances productivity and teamwork by ensuring that everyone has access to the information they need. By facilitating easy collaboration and information sharing, you can improve project efficiency and ensure that team members are aligned and working towards common goals.