Latest from Metadata Technologies:
  • New Office in Silicon Oasis
  • Property-xRM: The Complete Real Estate Suite
  • Inspire 2023: The Latest in AI and Technology
  • CRM Consulting and Strategy

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  1. Exploring Microsoft Dynamics 365 2024 Releases

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    Microsoft Dynamics 365 2024 releases will be available from April through September in wave 1.

    The release wave 1 brings strong new features to Dynamics 365 Sales, Customer Service, and Field Services, utilizing the strength of Microsoft’s cloud infrastructure and AI capabilities. These changes will redefine consumer interaction, streamline business processes, and boost productivity.

    In this blog, we will delve into the key innovations in Microsoft Dynamics 365 2024 releases.

    Sales and Customer Insights

    Microsoft’s next-gen AI can change the way sales, marketing, and customer service teams work together. Let’s see how the latest releases in Copilot can transform business processes:

    1. Marketing Campaigns Made Easy

    Now with Copilot, marketers can tell the system what outcome they want to achieve. For instance, type into the Copilot to create a campaign to generate 200 leads from the existing customers list. In minutes, they receive a new project board. The project board provides a central location to manage these key elements of a campaign like the audience, mail content, and customer journey.

    Project board suggesting Audiences, Emails, and Journeys.
    Project board suggesting Audiences, Emails, and Journeys.

    2. Custom Image Generation

    The integration of Typeface in Microsoft Copilot allows for the creation of personalized images for your brand, tailored to different audiences. With this feature, you can isolate branded elements from images and generate or edit around them. You can easily edit images using prompts within Copilot, requiring no special photo editing skills.

    You can easily create and edit images using prompts within Copilot.
    You can easily create and edit images using prompts within Copilot.

    3. Personalized Customer Engagement

    Copilot combines data from customer insights, with experiences from Teams, Outlook, and Word. With the help of Copilot the seller has all the info in one place including pipeline, suggested actions, deals and progresses, real-time insights on key accounts, and so on. This helps the salesperson to personalize customer engagement.

    View pipeline, suggested actions, deals, progress, and real-time insights
    View pipeline, suggested actions, deals, progress, and real-time insights.

    4. Retrieve Lead Summary

    Using natural language, the seller can ask Copilot to find the leads with a high probability of making a purchase. It then shows the list of leads that had some kind of recent activity with the company. From there, the seller can select a lead by clicking on it and Copilot automatically presents to the seller the lead summary.

    5. Schedule a meeting with Copilot

    With the help of Copilot, the seller drafts a personalized invitation email and can attach documents from the same screen without the need to exit the application. Once the receiver accepts the invitation, the seller receives a recommended action to qualify the lead and book the meeting.

    6. Create meeting recaps and summaries

    Users can utilize Copilot to automate the creation of meeting recaps and summaries. It uses AI to highlight key sales action items and update opportunities with insights captured from the meeting directly from the summary page.

    Watch the latest releases in Dynamics 365 Sales and Customer Insights linked below:

    Dynamics 365 Field Service

    With this release, the new additions are as follows:

    1. Optimize Field Agent Placement with AI Recommendations

    Use field service within the Teams app to manage incoming work orders. Instead of manually assigning the work to a technician, Copilot can recommend one by looking at the right combination of skill location and availability.

    Copilot suggests the list of available technicians
    Copilot suggests the list of available technicians.

    2. Copilot capabilities within the Mobile App

    The technician can now receive the work order through his mobile app. It includes details like service address, customer contracts, and other info about the job. Rather than reading through everything, he can ask Copilot to generate a summary of the work to be done. The summary gives technician key account information like equipment needs, operating hours, additional service opportunities, and so on.

    3. Add and manage external contractors

    The Microsoft Dynamics 365 2024 release offers the feature of adding external contractors as frontline workers. Field Service now enables businesses to integrate and manage external contractors alongside their internal frontline workers within the platform. This allows for streamlined coordination and allocation of tasks to both internal staff and external contractors.

    Watch the latest releases in Dynamics 365 Field Service linked below:

    Dynamics 365 Customer Service

    The Microsoft Dynamics 365 2024 releases in Customer Service are:

    1. Copilot drafted knowledge articles

    This feature uses AI to draft knowledge articles more efficiently. For instance, customers frequently ask a customer service agent about setting up a new product. Instead of writing a knowledge article from scratch, the agent can use Copilot to draft the article. The agent simply describes the setup process in natural language, and Copilot generates a well-structured draft, which the agent can then refine and publish.

    2. Proactive Copilot Suggested Prompts

    If this feature is enabled in the Customer Service admin center, automatic prompts provide contextual suggestions to agents. For instance, agents can use Copilot to draft emails by selecting from predefined prompts that include common support activities such as “suggest a call,” “request more information,” “empathize with feedback,” or “resolve the customer’s problem”.

    Automatic prompts provide contextual suggestions to agents
    Automatic prompts provide contextual suggestions to agents.

    3. Extend Copilot’s Functionality with Plugins

    You can now use Microsoft Copilot for Service with your external CRM. Connect to external data sources, and you can use them across Copilot to ensure agents have a consistent experience anywhere they ask for a service-related question.

    4. Unified Routing Capabilities

    This feature facilitates matching the customer with an agent based on factors like sentiments, skills, language, workload, and real-time availability.

    Microsoft Dynamics 365 with Metadata Technologies

    Microsoft Dynamics 365 2024 releases have brought to the forefront the transformative role of Copilot in empowering employees across various business functions. A significant 68% of Copilot users have reported that it helps them jumpstart their creative process.  70% of users have acknowledged that Copilot has boosted their productivity.

    This release wave has also seen the expansion of Copilot into specific business functions, providing tailored assistance for different roles. This includes the introduction of Microsoft Copilot for Sales, Microsoft Copilot for Customer Service, and Field Service.

    To implement the latest features in Dynamics 365 across Sales, Customer Service, and Field Service, connect with us.

  2. Dynamics 365 Finance & Operations Consultant

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    Job Code: MT/F&O/20230822
    Location: Kochi, Kerala
    We are seeking an experienced Dynamics 365 Finance & Operations (F&O) Consultant to join our team. The ideal candidate should possess strong technical expertise in Dynamics 365 F&O implementation, customization, and integration. The consultant will play a critical role in translating business requirements into effective solutions within the Dynamics 365 F&O platform.

  3. Trainee – Technical Support

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    Job Code: MT/TTS/05092023
    Location: Kochi, Kerala
    We are looking for candidates with a passion and a drive to ensure customer satisfaction. Requires freshers with a command of the English language.

  4. Business Development Executive

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    Job Code: MT/QBDE/20230906

    Location: Doha, Qatar
    We are looking for smart business development professionals to collaborate with us to build solid pipelines & boost sales for Property-xRM in Doha.

  5. Embracing Innovation and Empowering a Connected Tech World

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    Driving technology and AI Excellence: Unveiling at Microsoft Inspire

    Microsoft Inspire, the tech giant’s annual partner conference, never fails to unveil fascinating announcements and present new perspectives concerning how business and technology will collaborate in the future. The event gained new heights with the launch of innovative tools in 2023, uniting executives from businesses, peers, and innovators from all over the world to explore an intense focus on technology and AI cutting-edge solutions, business partnerships, and the revolutionary possibilities. Let’s explore the key highlights that left a lasting impact on attendees and set the stage for a brighter and more connected future.

    Microsoft Cloud – Empower every person and organization to achieve more with technology and AI:

    At the heart of Microsoft’s mission lies a commitment to empower every person and every organization on the planet to achieve more.

    • Support inclusive economic growth
    • Protect fundamental rights
    • Create sustainable future
    • Earn trust in technology

    Bing Chat Enterprise – Elevating team communications

    Bing Chat Enterprise gives your organization AI-powered chat for work and helps to elevate team communications with commercial data protection. With Bing Chat Enterprise, user and business data are protected and will not leak outside the organization. What goes in — and comes out — remains protected.  It’s a collaborative platform that offers seamless integration with Microsoft 365 plans and Microsoft 365 Co-pilot adds a whole new way of working. Additionally, the availability of Microsoft Sales Copilot and Power Automate Process Mining aimed to enhance sales productivity and process optimization.

    Microsoft Sales Copilot – Technology and AI to boost front-end productivity

    Microsoft Sales Copilot is a seller experience application that uses Microsoft 365 and Microsoft Teams to automatically capture, access, and register data into any customer relationship management (CRM) system. It eliminates manual data entry and gives sellers more time to focus on selling.

    Microsoft and OpenAI Extend Partnership

    Microsoft and OpenAI deepen their collaboration, expanding the Azure OpenAI Service’s availability, and unlocking new horizons in AI accessibility and innovation. Increased availability in North America and Western Europe and in Asia for the first time.

    Meta’s Llama 2: Transforming content safety on Azure and Windows

    Meta’s Llama 2 takes a transformative step forward as it integrates with Azure and Windows ecosystems. This collaboration promises to elevate content safety by leveraging the power of these platforms. Through this synergy, Meta’s Llama 2 aims to create a safer digital environment for users across the globe.

    Microsoft AI Cloud Partner Program: AI Excellence Unleashed for Innovators

    The Microsoft AI Cloud Partner Program offers an unparalleled opportunity to build upon the robust Azure AI platform and the cutting-edge Copilot stack. Through this program, partners can gain a competitive edge by obtaining AI certifications and comprehensive enablement resources. Leveraging substantial investments and incentives, participants can confidently scale their AI solutions and go-to-market strategies.

    Microsoft Inspire extended a partnership with Epic

    At Microsoft Inspire, a significant partnership extension with Epic was announced, reflecting a commitment to transformative collaboration. The integration of Azure OpenAI Service into Epic Workflows stands as a testament to advancing technological capabilities. Additionally, the introduction of DAX Express for Epic amplifies ambient documentation, streamlining workflows. This partnership also promises a highly scalable public cloud, catering to the evolving needs of Epic’s customer base, ushering in a new era of efficiency and innovation.

    Example: DAX Listening, it’s an AI application that is used to listen to the conversation between a doctor and a patient and then create a summary according to it. And also highlighting the issues of the patient.

    Industrial Metaverse offering: Transforming Sectors with Innovation

    The Industrial Metaverse offering unveiled an immense significance as AI takes center stage in the minds of business leaders. It promises to revolutionize sectors by enhancing productivity, driving efficiency, and lowering costs. Microsoft’s platform accelerates AI transformation across IP, Services, Value-added services, and Edge, injecting AI into diverse areas like Business applications, Data & AI, Digital & app innovation, Cloud infrastructure, Modern work, and Security. Microsoft’s commitment to AI is further evidenced by its support for AI platform start-ups, offering a transformative vision for a future marked by innovation and intelligence.

    Guiding AI Security: Advisory Council Insights

    The Security Co-pilot Design Advisory Council plays a pivotal role in the realm of AI security. It delivers a range of AI services, from moderation and development to integration, migration, automation, and unification. By building novel AI value-added services, the council enhances AI-infused experiences across diverse platforms, amplifying application capabilities, enriching user interactions, and providing actionable insights for a more secure digital landscape.


    Microsoft Inspire keynotes were a testimonial to the company’s dedication to empowering partners and customers with AI-driven solutions and innovation. By fostering strategic partnerships, investing in sustainability, and offering advanced tools like the Copilot Stack, Microsoft continues to shape a connected world, driven by technology that places people and organizations at the forefront.

    For more details on how Microsoft Dynamics 365 can help your organization with the right technology and AI, feel free to reach out to us.

    To know how the latest technology and AI for Real Estate is used in Property-xRM: CRM software for Property Management, click here.

    As a Gold Microsoft Partner, Metadata Technologies is a 100% CRM-focused company with 20 years of experience providing Customer Relationship Management solutions for business enterprises across the globe. Metadata has been the recipient of the Best Industry Partner Award in 2014 by Microsoft and is committed to delivering quality solutions to ensure peak customer satisfaction.

  6. Metadata Expands Operations with New Office

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    Metadata Technologies inaugurated its fourth office at Silicon Oasis, Dubai

    At Metadata, our vision is very much intertwined with our Customer Relationship Management software offering because we believe in delivering the best for our customers and building long-lasting customer relationships.

    Our new office in Silicon Oasis was inaugurated on 21st June 2023. Mr. Premchand Kurup, CEO – of Paramount Computers felicitated Mr. Rasheed Mohammed, Managing Director of Metadata. We were also joined by Mr. Sajid Madathil who was kind enough to say a few words about his pleasant memories with Metadata.

    Mr. Rasheed Muhammed on Metadata expanding Operations:

    “We appreciate everyone’s time and support here at the opening of our new facility in Dubai. For the past twenty years, we have been perfecting a Microsoft Dynamics Solution for Real Estate in the region. We have an amazing team of professionals who are experts in Microsoft Technology and the Property business. So, I thank you all once again for your presence.”, said Managing Director, Mr. Muhammed.

    The inauguration was attended by the Dubai Team along with some key stakeholders from the Center of Excellence in India. The event was covered live through a Microsoft Teams call with the rest of the team members joining in via video call from the Development Center.

    What our guests had to say:

    “Metadata is a pioneer in CRM in the middle east. And I am really amazed by how they have grown over all these years and serving many of the Middle East Real Estate Companies. I wish them all the best in their new office in the Silicon Oasis.”

    “I want to take this opportunity to wish Rasheed and the Metadata team – the very best. Congratulations! I think this is a very good move, to have a new office in Silicon Oasis. And I am sure that from here, they will grow in leaps and bounds. CRM and Dynamics 365 are great places to be in, and I wish them the very best.”

    A testament to our commitment to staying ahead of the curve in our domain.

    With a specialized focus on CRM solutions and domain expertise in real estate with Property-xRM, we look forward to tapping the growing potential in the market.

  7. Alef Group Partners with Metadata and Microsoft

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    Leading Real Estate Developer takes a giant leap towards offering an enhanced customer experience

    Alef Group, the leading real estate and retail developer in the Emirate of Sharjah, has partnered with Metadata Technologies to implement a world-class Customer Relationship Management (CRM) solution. The group selected Microsoft Dynamics 365 and Property-xRM, a Real Estate CRM Solution to streamline customer management, boost operational efficiency, and improve productivity.

    “We were on the lookout for an intuitive CRM solution with functionalities that met and enhanced our daily operational requirements. Metadata’s ready-to-use industry-standard solution helps in addressing those requirements and allows quicker implementation with customization capabilities,” Alef Group stated.

    Alef Group’s expedited growth will benefit greatly from the automation and digitalization features of the solution. This will significantly decrease the duration needed for tenant onboarding and documentation, ultimately enhancing efficiency and productivity. The system-generated lease contract eliminates the need for manual intervention and can now be completed with just a few clicks of a button.

    “This solution will empower our front-end sales executives to have more visibility into their day-to-day client interactions with updated information to drive meaningful conversations with an emphasis on improving customer service. Our customers also stand to benefit immensely from this initiative,” stated a spokesperson for Alef Group.

    The primary objective of the leading Real Estate Developer is to harness the potential of its fully automated system and utilize its robust reporting capabilities to produce pertinent reports for management purposes. By doing so, the workload on sales support staff will be reduced significantly.

    Property-xRM for Sales and Retail Management are equipped with advanced functionalities, including property shortlisting, booking & document management, unit sales management, and post-sales management such as transfer and cancellation, which enable efficient usage.

    We are thrilled to work with Alef Group and look forward to contributing to their digital initiative. With a powerful Microsoft-based solution, Alef will have more insights into their business, and will be able to scale rapidlysaid Mr. Rasheed Muhammed, Managing Director of Metadata Technologies.

    The maturity of Microsoft Dynamics 365 and Property-xRM helps to cater to all the major revenue-generating aspects of a real estate company’s operations. As Gold Microsoft Partners, Metadata Technologies, a CRM company has been providing solutions to large Real Estate Developers and Property Management companies for over 20 years.

    Reach out to us to schedule a free demo for Microsoft Dynamics 365 and Property-xRM.
  8. Microsoft Dynamics 365 Seminar

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    A first-hand experience – Microsoft Dynamics 365 and Property-xRM for Real Estate Seminar

    -By Sanjeev S Nair

    The past few months have seen ground-breaking innovations in technology with AI, ChatGPT, and other business enablers. Over the years, Microsoft has made significant additions to its technology in its biyearly releases to streamline business processes and provide innovative solutions for organizations all around the world.

    I was not surprised when I raised the question about the buzzword in recent times and got a unanimous response around AI and ChatGPT. Generative AI in Microsoft has truly been a game-changer. Being closely associated with Microsoft technology, the recent developments are fascinating. The sheer thought of how technology would present itself in the years to come amazes me!

    The Latest in Microsoft Dynamics 365

    On March 15, 2023, Metadata Technologies hosted the Microsoft Dynamics 365 Technology Summit for Real Estate at the Delta Hotels by Marriott in Dubai. Conducted for real estate professionals in the GCC region, the seminar focused on the latest in Microsoft Technology and how it can help them work smarter and more efficiently.

    It was a pleasure to be part of the session, not just as a host, but also as an attendee simply because it presented an opportunity to connect with real estate professionals and seasoned industry leaders.

    Metadata’s annual event was led by its Microsoft-certified consultants, highly experienced in the field of Real Estate Technology. The seminar covered a range of topics, including the latest updates to Microsoft AI, Dynamics 365, and our real estate flagship solution, Property-xRM.

    One of the highlights of the Microsoft Dynamics 365 seminar was a live demonstration of Viva Sales in Microsoft Teams, an AI-powered collaboration tool that provides a platform to accelerate sales. Attendees were shown how Teams can be used to manage tasks, automate data entry, generate key talking points, and share files and documents.

    Key Speakers of the Microsoft Dynamics 365 Seminar
    The key speakers in action

    The core agenda of the session was the capabilities of Microsoft Dynamics 365 across Sales, Marketing, and Customer Service functions. Dynamics 365 is a cloud-based customer relationship management (CRM) and enterprise resource planning (ERP) solution that provides companies with a comprehensive set of tools for managing their business operations. Attendees were shown how to use Dynamics 365 CRM to manage the customer-facing functions, as well as how it natively works with other Microsoft tools like Outlook and Excel. They also learned about the benefits of leveraging Conversational Intelligence during phone calls and automating the recursive tasks done by a sales or service executive while using the CRM solution.

    Property-xRM for Real Estate

    The real estate segment of the event focused on the capabilities that Microsoft Dynamics 365 and Property-xRM bring in for Real Estate Developers, Property Management, and Facilities Management Companies. We also demonstrated the latest capabilities of Property-xRM’s Community Management, Owner Association, and Retail Management modules that cater to the various markets within the real estate industries.

    As real estate continues to flourish in the UAE, leaders in the industry have realized the need for a scalable and flexible solution to meet the requirements of the market. Property-xRM combines the best of both worlds – The powerful Microsoft technology platform and Metadata’s 20 years of real estate domain expertise.

    Property-xRM for Real Estate – The Complete Real Estate Suite

    Overall, the Microsoft Dynamics 365 Seminar was a great success, leaving attendees with a better understanding of how Microsoft technology can help them work more efficiently and effectively. By providing real estate professionals with the tools and resources they need to succeed, Metadata Technologies and Property-xRM are helping to drive innovation and growth in the industry.

    For more details on how Microsoft Dynamics 365 can help your organization, feel free to reach out to us. Follow Metadata Technologies and Property-xRM on LinkedIn for the latest updates.

    As a Gold Microsoft Partner, Metadata Technologies is a 100% CRM-focused company with 20 years of experience providing Customer Relationship Management solutions for business enterprises across the globe. Metadata has been the recipient of the Best Industry Partner Award in 2014 by Microsoft and is committed to delivering quality solutions to ensure peak customer satisfaction.

  9. Generative AI in Microsoft Dynamics 365

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    Generative AI in Microsoft Dynamics 365

    With all that’s been happening around AI in Microsoft, everyone wants to know how technology is transforming. In this article, we bring to you a quick overview of updates to watch out for with special emphasis on AI in Microsoft Dynamics 365.

    A recent Microsoft survey found that 9 out of 10 workers hope to reduce their workload by getting AI to do repetitive tasks at work. In today’s world that’s digitally transforming at a rate like never before, businesses are looking to bring higher levels of efficiency at scale into daily operations.

    Over the years Microsoft has proactively leveraged AI in Azure Cloud, in Dynamics 365 business applications across CRM & ERP, and on the Low-code Power Platform. This includes key automation and insights along the lines of conversational intelligence, lead scoring, predictive analysis, forecasts, the AI Builder – the list just goes on.

    However, the groundbreaking headline in recent times has been the buzz around OpenAI’s generative AI – The ChatGPT. In a record advent-to-implementation plan, Microsoft partnered with OpenAI to bring GPT capabilities natively into the Microsoft Ecosystem. If you’re a Microsoft user, it certainly is exciting news! And if you’re not, it’s time to explore what this is really about.

    Building on the GPT capabilities, Microsoft recently announced the Microsoft Dynamics 365 Copilot. With this update, the conversation on AI is no longer “How can I use ChatGPT?“.

    It’s now a much broader question: “What all can AI do for me?”

    The AI Timeline for Dynamics 365 and Power Platform

    2023 has already been ground-breaking and we are only 3 months in. With all that’s been going around, one thing is clear – the future of technology is here. While the likes of Google and Salesforce have come up with their AI technology releases, the extent of Microsoft’s AI adoption is what makes it stand out.

    Not just on the cloud, the AI capabilities extend across business applications, Office 365, and the Power Platform. Here’s a quick look at the AI timeline across Microsoft Dynamics 365 and the Power Platform.

    One thing is for sure, the rest of 2023 is going to be fun!

    What is Microsoft Dynamics 365 Copilot?

    Microsoft Dynamics 365 Copilot is the world’s first AI Copilot that is natively built into CRM and ERP. Here’s a quick overview of how CoPilot works for CRM:

    • Sales: Use Copilot to make Dynamics 365 for Sales faster and smarter. Automate emails, appointment booking, and meeting summaries on Teams and Outlook with generative AI capabilities.
    • Marketing: Use Copilot in Dynamics 365 for Marketing to personalize communications and segment the target audience using the query assist feature. Prepare new email campaigns on a mere request to the powerful AI.
    • Service: Use Copilot in Dynamics 365 for Service and get AI to draft contextual service chats, messages, and emails. With access to the knowledge base, CoPilot can also prompt the appropriate solutions to service queries.

    It brings the next generation of AI capabilities and natural language processing to every line of business – ranging from sales and marketing to service and supply chain.

    Genie in a Bottle

    Business professionals can now generate ideas and content with the help of AI in Dynamics 365. They can easily transfer mundane and time-consuming tasks and let AI do the work. The tool can also obtain deep insights in addition to suggestions on the next best actions. In short, a user can describe his needs, and the AI gets it done. A little bit like a genie in a bottle, your wish is the AI’s command.

    Microsoft Dynamics 365 CoPilot – A Generative AI Experience

    Here, we leave you with a powerful example of generative AI already incorporated in Dynamics 365 Copilot. This will give you a preview of work in the future, created by Microsoft.

    Viva Sales, one of Microsoft’s earlier AI functionality, can now generate content suggestions based on customer emails. Importantly, it can populate it with data that is directly relevant to the recipient of the email. This can include pricing, promotions, or upcoming deadlines.

    The Viva Sales – A Seller Experience with AI

    A seller experience platform by Microsoft, that’s what Viva Sales is. An AI-powered tool to automate a lot of the recursive and mundane tasks performed by the front-end team. Viva Sales plugs in as an app to Outlook and Teams, while leveraging CRM data to suggest intelligent next steps and actions. Viva Sales can also summarize meetings, transcript calls, highlight key points of discussion, and much more.

    Now, how this tool works is, first and foremost, the seller gets to choose from a set of AI-suggested reply options to communicate with a prospective buyer. Next, he/she can make minor edits to the generated content to add any level of hyper-personalization. And that’s it, the user can quickly copy out the content to email and send them out.

    Microsoft Viva Sales Generative AI Experience

    Today, the same task is being done manually by a seller. At first, the user sifts through tons of data to find relevant details. Then comes the manual crafting of emails one by one, incorporating personalization. And finally, the user has to double-check the information going through the CRM record.

    According to Microsoft Research, everyday sellers spent 66 percent of their time at work managing emails.

    The impact of AI on just one task at work is disruptive. Then what would the whole future of work created by Microsoft look like? 

    CoPilot in Power Platform

    Earlier this year, Microsoft announced the AI Builder on the Power Platform. It is a capability that allows users to build AI Models to design and optimize business processes. Leveraging Power BI and Power Automate, the AI functionality enables organizations to gain critical business insights and automate workflows with custom or pre-built models.

    Mid-March 2023, Microsoft announced the AI Copilot in Power Apps – an absolute game-changer. This update aims to take the already existing low-code/no-code approach to the next level. Machine learning, Artificial Intelligence, and human capabilities will now work hand-in-hand toward leveraging natural language for app development.

    What does this mean?

    For example, as a user, you can simply type in a prompt like “Build a flow to automatically save attachments from an email into SharePoint”. Now, the Co-Pilot takes over and gives the user a Power Automate workflow to make the necessary adjustments that your app needs. All through a natural language prompt. Literally, no codes – How amazing is that!

    It doesn’t stop there. You can now also leverage CoPilot in Power Virtual Agents to build ChatBots using prompts in natural language and have conversational dialogues ready in no time.

    CoPilot in Microsoft 365

    Simply put, this is all of your day-to-day applications, supercharged. Be it creating a PowerPoint presentation in minutes using mere prompts or getting suggestions and critical insights automatically from Excel – CoPilot will accelerate your work with a few clicks. Don’t believe us? Check it out for yourself below:

    Office365 now supercharged

    While this is just the beginning, the focus now would be on making these functions work as responsibly as possible. The idea is to empower users with smarter automation on mundane tasks with AI.

    To learn more about Microsoft Dynamics 365 CRM and how it can be deployed for your organization, please feel free to reach out to us.

    As a Gold Microsoft Partner, Metadata Technologies is a 100% CRM-focused company with 20 years of experience providing Customer Relationship Management solutions for business enterprises across the globe. Metadata has been the recipient of the Best Industry Partner Award in 2014 by Microsoft and is committed to delivering quality solutions to ensure peak customer satisfaction.