Power Platform and Dynamics 365 Consultant CoPilot-AI-powered business process optimization.

Example

A company wants to automate the approval process for expense reports. Using the Power Automate feature, the CoPilot guides the user in setting up an approval flow that notifies managers when a report is submitted, ensuring approvals happen faster.

Scenario

In a corporate environment, employees often submit expense reports for reimbursement. With business process automation via Power Automate, these submissions can be routed to the correct approvers automatically, reducing delays and human error.

Example

A retailer integrates their sales system with Dynamics 365 and Power BI to get real-time sales analytics, driven by the CoPilot's guidance on connecting the platforms seamlessly.

Scenario

Retailers need real-time visibility into sales and inventory across channels. With system integration, store managers can instantly view inventory levels, sales data, and customer preferences, enabling faster and data-driven decision-making.

Example

The CoPilot helps a manufacturing company create dashboards in Power BI, automatically pulling data from Dynamics 365 to highlight production bottlenecks.

Scenario

In manufacturing, it’s critical to identify and resolve bottlenecks quickly. With integrated reporting, managers can receive real-time alerts when production slows, allowing them to deploy resources more effectively.