Smarter selling. Faster service. Better decisions. Copilot for Dynamics 365, delivered by FormusPro, uses AI to simplify everyday work across CRM and ERP… turning routine actions into intelligent automation.
We help you deploy it securely, train your people and realise genuine productivity gains.
Copilot for Dynamics 365 brings powerful AI directly into the tools your sales, service, and operations teams already use. From writing emails and summarising customer conversations to forecasting revenue and managing supply chains – Copilot helps people get more done, faster, with less manual effort.
Copilot isn’t just another tool your team has to learn.
It’s been baked into Dynamics 365, so that whether someone’s managing sales pipelines, resolving support cases, or tracking inventory, they can use natural language prompts to get instant help.
It’s about making everyday tasks smoother, letting your teams focus on higher-value work.
In Dynamics 365 Sales and Customer Service, Copilot helps teams stay on top of every client interaction. It can summarise meetings, suggest follow-ups, write personalised emails, and pull insights from CRM data – all without switching tabs. The result? More time selling, less time admin-ing.
opilot pulls context from your real business data.
It can highlight patterns in performance, flag issues in workflows and help you take action with confidence. Whether you’re in Finance, Supply Chain or Field Service, Copilot supports data-driven decisions that actually move the needle.
Because it’s part of Microsoft’s trusted cloud, Copilot follows the same security, compliance, and privacy standards as Dynamics 365. It respects role-based access controls, so sensitive data stays protected while your teams get the information they need.
Copilot provides a clear summary of each customer’s history, open issues and recent interactions… no digging needed.
In Sales and Customer Service, Copilot can write email responses, proposals and updates, all based on your CRM data.
In Customer Service, it helps agents respond faster by suggesting solutions and summarising support cases in real time.
Whether it’s forecasting revenue or managing supply chains, Copilot highlights key trends and offers practical next steps.
Want to know which product line is underperforming or who your top rep is this quarter? Just ask. No reports or dashboards needed.
We first embarked on a digital transformation journey with Anthony Nolan back in 2012. With a range of implementations and solutions over the years, this transformation is constantly evolving.
Anthony Nolan wanted to move their Dynamics 2016 On-Premise solution into Dynamics 365 Online. This would mean less reliance on internal servers to maintain and run the platform. They would also benefit from the Microsoft Update process, continuously making new features available.
Scale Up Tech Company – 2024
Over 13 Years!
To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.
Tel: 01432 345191
A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.
We travel all over the UK.
Just ask.