Ashish Harchwani, Author at Microsoft Dynamics 365 Blog http://approjects.co.za/?big=en-us/dynamics-365/blog The future of agentic CRM and ERP Wed, 25 Jun 2025 18:50:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 http://approjects.co.za/?big=en-us/dynamics-365/blog/wp-content/uploads/2018/08/cropped-cropped-microsoft_logo_element.png Ashish Harchwani, Author at Microsoft Dynamics 365 Blog http://approjects.co.za/?big=en-us/dynamics-365/blog 32 32 .cloudblogs .cta-box>.link { font-size: 15px; font-weight: 600; display: inline-block; background: #008272; line-height: 1; text-transform: none; padding: 15px 20px; text-decoration: none; color: white; } .cloudblogs img { height: auto; } .cloudblogs img.alignright { float:right; } .cloudblogs img.alignleft { float:right; } .cloudblogs figcaption { padding: 9px; color: #737373; text-align: left; font-size: 13px; font-size: 1.3rem; } .cloudblogs .cta-box.-center { text-align: center; } .cloudblogs .cta-box.-left { padding: 20px 0; } .cloudblogs .cta-box.-right { padding: 20px 0; text-align:right; } .cloudblogs .cta-box { margin-top: 20px; margin-bottom: 20px; padding: 20px; } .cloudblogs .cta-box.-image { position:relative; } .cloudblogs .cta-box.-image>.link { position: absolute; top: auto; left: 50%; -webkit-transform: translate(-50%,0); transform: translate(-50%,0); bottom: 0; } .cloudblogs table { width: 100%; } .cloudblogs table tr { border-bottom: 1px solid #eee; padding: 8px 0; } ]]> Copilot for Dynamics 365 Commerce revolutionizes retail with AI http://approjects.co.za/?big=en-us/dynamics-365/blog/it-professional/2024/08/30/copilot-for-dynamics-365-commerce-revolutionizes-retail-with-ai/ Fri, 30 Aug 2024 17:00:00 +0000 Discover how Copilot for Dynamics 365 Commerce can help you deliver personalized customer experiences, optimize product management, and streamline retail operations for store associates, managers, and back-office staff with AI.

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Discover how Copilot for Dynamics 365 Commerce can help you deliver personalized customer experiences, optimize product management, and streamline retail operations for store associates, managers, and back-office staff with AI.

Transformative AI in Dynamics 365 Commerce

The retail industry is facing significant challenges and opportunities in today’s digital world. AI can help you create value for your customers and stand out from your competitors. It can help you solve critical challenges such as improving customer service, refining product management, increasing store associate productivity, and simplifying finances.

Dynamics 365 Commerce now includes Copilot, which helps you improve customer satisfaction, boost sales, increase profit margins, and enhance workforce productivity with automated insights, validations, and summaries that reduce the clicks and searches needed to find information, creating a near “one-click” retail experience.

Watch this brief video to see Copilot in action.

Video of Copilot in Dynamics 365 Commerce announcement on YouTube.

Customer insights

Copilot simplifies the process of understanding your customers. It aggregates data on customer preferences from Dynamics 365 Commerce, giving you an in-depth and comprehensive view of your customers, such as their favorite product categories, preferred price ranges, and lifetime value based on recency, frequency, and monetary metrics. You can view their previous interactions with a quick glance, making it easier to resume conversations or give customized follow-ups for better customer relationships and more personalized and effective engagement. Learn more about Copilot customer insights.

Screenshot of Copilot customer insights in Dynamics 365 Commerce.
Copilot customer insights in Dynamics 365 Commerce.

Product insights

Whether you’re introducing new products or welcoming new store employees, keeping everyone informed and prepared is essential. Copilot provides comprehensive product insights, including clear and concise descriptions, key benefits, inventory levels, and discount details, empowering your staff to elevate product sales. Additionally, employees can access information on related items like accessories and bundles, promoting a cross-selling environment that enhances the shopping experience and boosts sales. By equipping store employees with the knowledge and confidence to engage customers effectively, Copilot turns interactions into opportunities, increasing customer satisfaction, sales, and the all-important average order value.

Screenshot of Copilot product insights in Dynamics 365 Commerce.
Copilot product insights in Dynamics 365 Commerce.

Report insights

Envision a scenario where synthesizing insights to assess the performance of your retail channels becomes seamless. With Copilot, it’s easy. Copilot provides instant insights, generating narrative summaries for channel reports. You’ll receive a precise and succinct overview of critical metrics such as sales, revenue, profit, margin, and overall store performance—right at your fingertips. Copilot’s real-time analysis keeps you ahead, updating summaries as new data arrives, empowering your store associates to communicate results effectively, accurately, instantly. Embrace the future of retail intelligence with Copilot and revolutionize the way you interact with your data. Learn more about Copilot report insights in Dynamics 365 Commerce.

Screenshot of Copilot report insights in Dynamics 365 Commerce.
Copilot report insights in Dynamics 365 Commerce.

Retail statement insights

Copilot can summarize posted and unposted retail statements, highlighting key insights such as the number of affected transactions, total sales amount, and risks like returns without receipts, expense transactions, and price overrides. These insights into retail statements allow for straightforward and efficient management of financial reports and help you detect and correct discrepancies and risks in your retail statements by providing a clear summary of anomalies in transactional activity. By using Copilot-powered insights, you can identify issues without wading through numerous forms, promptly take corrective measures, and reduce the need for support inquiries to solve problems. Learn more about Copilot retail statement insights in Dynamics 365 Commerce.

Screenshot of Copilot statement insights in Dynamics 365 Commerce.
Copilot statement insights in Dynamics 365 Commerce.

Merchandise more efficiently

Merchandising is a complex and time-consuming process that involves configuring products, categories, catalogs, and attributes for each channel. Merchandisers need to ensure that their products are displayed correctly and accurately on the online store, and that they comply with each channel’s business rules and policies. However, manual configuration is prone to human error, and it doesn’t scale for businesses that have millions of products, thousands of attributes, and hundreds of categories and catalogs across hundreds of stores.

Copilot enhances merchandiser efficiency by streamlining merchandising workflows, summarizing product settings, and automating data validation by checking for errors and inconsistencies in your product merchandising data. From the Copilot summaries, you can navigate to a list of issues and act without losing context to address problems promptly and efficiently. Your products are always correctly configured and displayed, enhancing customer satisfaction and boosting sales. Learn more about Copilot merchandising insights in Dynamics 365 Commerce.

Screenshot of Copilot merchandising insights in Dynamics 365 Commerce.
Copilot merchandising insights in Dynamics 365 Commerce.

Ensuring the ethical use of AI technology 

Microsoft is committed to the ethical deployment of AI technologies. Through our Responsible AI practices, we ensure that all AI-powered features in Dynamics 365 adhere to stringent data privacy laws and ethical AI usage standards, promoting transparency, fairness, and accountability. 

Conclusion

Copilot features for Dynamics 365 Commerce are revolutionizing the retail experience by bringing AI to store associates, store managers, channel managers in the back office, and merchandisers. They’re simplifying complex data analysis, personalizing customer service, optimizing product management, and driving business growth by improving customer loyalty, increasing sales, and enhancing profitability.

If you’re ready to take your retail business to the next level, contact us today to learn more about how Copilot can help you transform your retail business.

Copilot functionalities in Store Commerce are available starting with the following versions:

  • 10.0.39, from Proactive Quality Update 4 (PQU-4) onwards (CSU: 9.49.24184.3, Store Commerce App 9.49.24193.1)
  • 10.0.40, from Proactive Quality Update 1 (PQU-1) onwards (CSU: 9.50.24184.2, Store Commerce App 9.50.24189.1)

Copilot functionalities in back office (Headquarters) are available starting with the following versions:

  •   10.0.38 from Proactive Quality Update 5 (PQU-5) or subsequent updates
  •   10.0.39 from Proactive Quality Update 3 (PQU-3) or later versions
  •   All editions of Commerce version 10.0.40 onward

Next steps

Learn more about Dynamics 365 Commerce.

Engage with other Dynamics 365 users in our community forums to learn from their experiences and share your own.

Not yet a Dynamics 365 Commerce customer? Take a tour and get a free trial.

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Empowering Business innovation for modernizing Retailers and manufacturers with Copilot: Unleashing Dynamics 365 Commerce investments for 2024 Wave 1 http://approjects.co.za/?big=en-us/dynamics-365/blog/it-professional/2024/02/26/empowering-business-innovation-for-modernizing-retailers-and-manufacturers-with-copilot-unleashing-dynamics-365-commerce-investments-for-2024-wave-1/ Mon, 26 Feb 2024 18:45:43 +0000 http://approjects.co.za/?big=en-us/dynamics-365/blog/?p=189366 Dynamics 365 Commerce is a comprehensive omnichannel solution that empowers retailers to deliver personalized, seamless, and differentiated shopping experiences across physical and digital channels. In the 2024 release wave 1, Dynamics 365 Commerce continues to innovate and enhance its capabilities to improve store associate productivity and meet the evolving needs of customers and businesses.

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Editor: Denis Conway

Introduction:

Dynamics 365 Commerce is a comprehensive omnichannel solution that empowers retailers to deliver personalized, seamless, and differentiated shopping experiences across physical and digital channels. In the 2024 release Wave 1, Dynamics 365 Commerce continues to innovate and enhance its capabilities to improve store associate productivity and meet the evolving needs of customers and businesses. Here are some of the highlights of the new features coming soon:

Copilot in Site builder is going global and multi-lingual:

Copilot in Site builder is a generative AI assistant that helps users create engaging and relevant content for their e-commerce sites. Copilot uses the product information and the user’s input to generate product enrichment content that is crafted using brand tone and tailored for targeted customer segments.

Copilot SIte Builder page
Image: Copilot Site Builder

In the 2024 release wave 1, Copilot in Site builder is expanding its language support to include support for 23 additional locales including German, French, Spanish, and more. This feature demonstrates Microsoft’s commitment to making Copilot accessible globally and empowering users to create multilingual content with ease and efficiency.

Strengthening our dedication to creating a comprehensive B2B solution for Digital Commerce by supporting B2B indirect commerce

Dynamics 365 Commerce supports both B2C and B2B commerce scenarios, enabling retailers to sell directly to consumers and businesses. In the 2024 release wave 1, Dynamics 365 Commerce fortifies its B2B investments by introducing support for B2B indirect commerce, which enables manufacturers selling through a network of distributors to get complete visibility into their sales and inventory.

graphical user interface
Image: New distributor capabilities

New distributor capabilities enable manufacturers to provide a self-service platform that simplifies distributor operations and builds meaningful, long-lasting business relationships through efficient and transparent transactions. Distributors can access product catalogs and pricing specific to their partner agreements, manufacturers can place orders on behalf of their customers with specific distributor, and outlets can track order status and history.

Dynamics 365 Commerce also streamlines multi-outlet ordering, enabling business buyers that are associated with more than one outlet organization to buy for all of them. Commerce provides the ability to seamlessly buy for multiple organizations using the same email account, enabling buyers to be more efficient.

Image: Order for Organizations
Image: Order for Organizations

Additionally, Dynamics 365 Commerce supports advance ordering, which is a common practice in some businesses to order products in advance to ensure they have adequate stock when needed. This feature enables customers to specify the desired delivery date and include additional order notes.

Also, introducing support for a promotions page on an e-commerce site that serves as a hub to showcase various deals and promotions that shoppers can take advantage of. The promotions page can display active and upcoming promotions.

graphical user interface
Image : Promotions Page
Adyen Tap to Pay is coming to Store Commerce app on iOS

The Store Commerce app is a mobile point of sale (POS) solution that enables store associates to complete transactions through a mobile device on the sales floor, pop-up store, or remote location. The Store Commerce app supports various payment methods, such as cash, card, gift card, and loyalty points.

a hand holding a remote control
Image: Adyen Tap to Pay

In the 2024 release wave 1, Dynamics 365 Commerce is introducing Adyen Tap to Pay capabilities into the Store Commerce app for iOS, so that retailers everywhere can accept payments directly on Apple iPhones. Adyen Tap to Pay enhances the utility and versatility of the Store Commerce app, as it eliminates the need for additional hardware or peripherals to process payments. It also enables retailers to offer a more customer-centric and engaging in-store retail experience, as store associates can interact with customers anywhere in the store and complete transactions on the spot.

Speed up your checkout process with simplified and consistent payment workflows for different payment methods on Store Commerce app

Efficiency and predictability are key to the smooth operation of a point of sale (POS) system, especially when it comes to payment processing. When store associates can process customer payments across a variety of payment types with minimal friction, customers spend less time waiting and more time shopping.

In the 2024 release wave 1, Dynamics 365 Commerce is improving the POS payment processing user experience to create more consistent workflows across payment types. The new user experience simplifies the payment selection and confirmation process, reduces the number of clicks and screens, and provides clear feedback and guidance to the store associate. The new user experience also supports split tendering, which allows customers to pay with multiple payment methods in a single transaction.

graphical user interface, application, Teams
Image: Check out process

The improved POS payment processing user experience will contribute to efficiencies in the checkout process and more satisfied customers. It will also reduce the training time and effort for store associates, as they can easily learn and master the payment workflows.

Enabling retailers to effectively monitor and track inventory of Batch-controlled products via Store Commerce app

Batch-controlled products are products that are manufactured in batches and associated with unique identifiers for quality control and traceability. Batch-controlled products are commonly used in food, chemical, and electronics industries, where the quality and safety of the products are critical.

graphical user interface, application, Teams
Image: Batch Control Products

In the 2024 release wave 1, Dynamics 365 Commerce enhances the Store Commerce app to support batch-controlled products. This feature enables store associates to scan or enter the batch number of the products during the sales or return transactions and validate the batch information against the inventory records. This feature also enables store associates to view the batch details of the products, such as the expiration date, manufacture date, and lot number.

With these new features, Dynamics 365 Commerce aims to provide you with the best tools and solutions to grow your business and delight your customers. Whether you want to create engaging and relevant content for your e-commerce site, automate and integrate your order management workflows, expand your B2B commerce opportunities, or improve your payment processing and inventory management, Dynamics 365 Commerce has something new for you.

To learn more about Dynamics 365 Commerce:

Learn more about additional investments and timeline for these investments here in release plans.

Visit our website on commerce today.

The post Empowering Business innovation for modernizing Retailers and manufacturers with Copilot: Unleashing Dynamics 365 Commerce investments for 2024 Wave 1 appeared first on Microsoft Dynamics 365 Blog.

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Announcing Commerce Copilot in Site Builder  http://approjects.co.za/?big=en-us/dynamics-365/blog/it-professional/2023/10/04/dynamics-365-commerce-copilot/ Wed, 04 Oct 2023 16:32:21 +0000 Dynamics 365 Commerce is thrilled to announce the preview of ‘Commerce Copilot’.

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Introducing the first AI copilot experience for Dynamics 365 Commerce 

For Merchandisers tasked with managing large product catalogs, the creation of high-quality “enriched” marketing content for their digital commerce channels can be a daunting and labor-intensive process. Especially if the Merchandiser is untrained in the creation of marketing copy. Yet it is incredibly important to have “enriched” content at the product level, where it can increase customer engagement, improve customer understanding, and drive natural search engine ranking, which all lead to higher conversion rates. 

It is for this reason that Dynamics 365 Commerce is thrilled to announce the preview of ‘Commerce Copilot’, which provides a fast and efficient way of authoring product enrichment content for your B2B and B2C digital commerce websites. 

graphical user interface, application, Word

Use Commerce Copilot to jump-start the creative process by first selecting a tone, configured by you, that aligns to your brand, like “adventurous”, “luxurious” or “bold”. Then select an audience choice from choices managed by you, like “sports enthusiast” or “college graduate”. Copilot will then use these prompts to craft compelling and engaging content that makes use of your existing product information like name, description, attributes, price and more! 

You can further augment your newly enriched content with key product highlights or tune it to be optimized for search engines. But you always remain in control and have the ability to review and modify any content before it is published! 

graphical user interface, text, application

The Commerce Copilot for enriched product content is now available as a public preview for digital commerce customers based in United States. Additional market availability will be enabled soon. 

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