Book a Consultation

Get ready for SmartSearchAI 365. Your AI Knowledge Assistant for instant answers, empowering your team. Learn More

Blogs l Portfolio l Contact Us l We're Hiring

Transform Your Business with AI-Powered Dynamics 365 Copilot

Seamlessly integrate AI-driven automation and insights into your Dynamics 365 workflows to boost productivity and decision-making.

Microsoft Solutions Partner
275+ team on Microsoft Technologies
Microsoft Dynamics CE and Business Central Expertise
Microsoft Business Applications Full Stack Provider

Unlock AI Efficiency Today

Unlock Smarter Workflows with Dynamics 365 Copilot Services

Transform the way your team operates with Dynamics 365 Copilot, the AI-powered assistant that streamlines sales, customer service, and CRM operations. Whether you need Copilot for Dynamics 365 Sales or AI Copilot in Dynamics 365 CRM, our solutions help you automate tasks, generate insights, and deliver exceptional customer experiences—all within your existing workflows.

Dynamics 365 Copilot Services: AI That Works Like Your Best Employee

Microsoft’s Enterprise AI + Beyond Key’s Implementation Mastery = Your Competitive Edge

Your team isn’t resisting technology—they’re rejecting tools that add complexity without impact. What they need is an intelligent partner that works alongside them, making everyday tasks easier and uncovering opportunities others miss.

Dynamics 365 Copilot changes the game: Copilot AI embedded directly into your CRM (Sales, Customer Service) and ERP (Business Central) to automate drudgery, uncover hidden insights, and accelerate revenue.

Tired of Missing What’s Right in Front of You?

Why Copilot Isn’t Just Another AI Gimmick

We at Beyond Key don't just implement technology – we'll make Copilot feel like it was built specifically for you and your business transformation journey.

Enterprise-Ready

Built on Microsoft’s secure cloud with SOC 2 compliance

Vertical-Specific

Pre-trained for healthcare, manufacturing, and financial services

Beyond Key Difference

We integrate Copilot with your existing
systems—no rip-and-replace

Custom-Built Dynamics Copilot for Your Tech Stack

By following Microsoft's best practices, we configure AI capabilities to automate workflows, surface intelligent recommendations, and
generate actionable insights - all within your familiar Dynamics 365 interface.

Transform your business with AI-powered automation by integrating Copilot in Dynamics 365.

Automate tasks

Data entry, reports, follow-ups

Boost productivity

AI-driven insights & suggestions

Enhance decisions

Real-time analytics & predictions

Integrations provided

Legacy CRMs and ERPs
Industry Databases
Productivity Tools
Microsoft Business Apps

Dynamic 365 Sales Copilot: The Ultimate Deal Accelerator

Supercharge your pipeline with Copilot for Dynamics 365 Sales—your AI-powered assistant for smarter lead prioritization, automated follow-ups, and data-driven deal strategies.

Real AI Solutions for Real Teams

Imagine your sales team walking into every meeting completely prepared, with AI that:

Analyzes what's happening with deals and suggests exactly what to do next
Creates customized proposals in minutes, not hours, based on what's worked before
Captures every meeting detail so nothing falls through the cracks
Copilot in Outlook creates responses based on your actual deal history, not generic templates. It's like having your CRM right in your inbox.

The Beyond Key Difference: We connect Copilot to your existing systems. No painful replacement process.

For sales leaders tired of:

Wasting time on low-probability deals

Manually updating CRM fields

Generic outreach that gets ignored

Our Copilot for Dynamics 365 solution can deliver:

Pain Point	Copilot Solution
Next-best steps	Smart Pipeline Coach recommends actions
Proposal bottlenecks	Auto-Generated Proposals using past wins
Missed meeting insights	Conversation AI extracts commitments

Key Integration:

LinkedIn Sales Navigator + CRM data = AI powered social selling without tab-switching.

Schedule a Demo

Technical Advantages

Deliver faster resolutions with Copilot in Microsoft Dynamics 365 Customer Service. AI analyzes cases in real time, suggesting solutions and reducing handle times.

For support teams drowning in:

Rapid Deployment

Dissatisfied customer

Repeating issues

Manual case documentation

For Your Support Team: Retain customers with your very own AI Agent

Picture support reps who resolve issues on the first call because they have AI that:

Cuts through complex customer issues to find what really matters
Instantly finds similar cases and solutions from across your company
Routes upset customers to the right person before things escalate

How We Customize It:

Train Copilot on your jargon (e.g., medical billing codes, manufacturing SKUs)
Deploy omnichannel bots (web chat, SMS, social media)
Auto-escalate rage clicks to human agents
Automated Case Routing and Issue Resolution

Achieve 30% fewer escalations with CSAT boost from 3 to 4.

We have a readymade Case Management CRM Solution with Copilot capabilities. Would you like a demo?

Let’s Connect

Dynamics 365 Marketing Copilot: Hyper-Personalization Without Headaches

For marketers struggling with:

Audience segmentation
Inconsistent messaging
Campaign Optimization

For Your Marketing Team: Creating Personal Connections at Scale

Think about marketers who can finally deliver true personalization with AI that:

Finds exactly the right customer segments with simple, human language
Creates emails, ads, and social posts that sound like your best writers (not robots)
Flags campaigns that might underperform before you waste your budget

Get AI-Powered Precision in Marketing Operations:

Find customers segments using natural language segmentation
Ethical AI guardrails for HIPAA/GDPR compliance
Predictive A/B testing that auto-pauses underperformers

Microsoft Business Central Copilot

The Benefits of Dynamics 365 Copilot extend to smarter decision-making with real-time analytics, seamless ERP integration that surfaces contextual recommendations, and predictive capabilities that anticipate supplier and retailer needs - all while working securely within your existing Microsoft ecosystem to deliver immediate ROI.

For operations teams fighting:

Inventory stockouts/overages

Manual invoice matching errors

Reactive maintenance

How Our Dynamics 365 Consulting Delivers Value

For Your Operations Team: Staying One Step Ahead with Copilot Agents

Imagine operations that anticipate problems before they happen with AI that:

Shows you supply chain alternatives when disruptions occur
Catches invoice errors automatically, saving countless hours of reconciliation
Gives field technicians repair instructions through Teams before they arrive on site