10 Business Problems You Can Solve Using Dynamics 365 AI

Did you know 89% of employees feel happier and more engaged when AI and automation handle repetitive tasks? MS 365 Copilot makes this possible.

Microsoft Dynamics 365 AI addresses key challenges in marketing, customer support, and finance, enabling businesses to grow and innovate.

Source

In this blog, we will look at the top business problems solved by Dynamics 365 AI and how

Microsoft Dynamics 365 Copilot is helping businesses work smarter and achieve better results.

How You Can Solve Business Problems with Microsoft Dynamics 365 AI

Here are 10 common business problems solved by Dynamics 365 AI, each with a clear explanation and real-world example:

Unqualified or Disorganized Leads

Problem:

Ever spent hours chasing a lead only to realize they would never buy? Feel frustrated. On top of that, when contact info and notes are all over the place, you waste time just figuring out where to start.

AI Solution:

MS 365 Copilot ranks your leads by who is most likely to buy and keeps all info together. These help you focus on the right people, speak more effectively, and close sales faster.

For Example:

A small software company started using Dynamics 365 Copilot to rank its leads. In three months, they closed more deals and saved hours each week because they knew directly who to talk to first.

Source

Read More: Microsoft 365 Copilot in Finance: Top 7 Use Cases

Low Sales Conversion Rates

Problem:

Sales teams often chase leads that will never convert. They guess the next call without clear insight, miss good chances, and experience slow growth.

AI Solution:

MS 365 Copilot ranks leads and identifies those most likely to make a purchase, which means your team knows accurately which prospects are worth focusing on, giving them the context to start stronger conversations and close deals faster.

For Example:

A retail company used Microsoft Dynamics 365 Copilot to focus on the most promising leads. They increased sales by 25% and followed up with leads much faster.

Source

Speed up your application performance with Microsoft Azure App Services

Contact us Today

Poor Customer Retention

Problem:

Customers may leave if follow-ups are slow or messages feel generic. Sending quick, personal responses helps keep them happy and loyal.

AI Solution:

MS 365 Copilot provides early indicators when a customer might be about to leave. Microsoft Dynamic 365 Copilot highlights customers who leave and switch to competitors. It suggests actions like sending personal messages, special offers, or quick help to keep them happy and engaged.

For Example:

A subscription company used Microsoft Dynamics 365 Copilot to spot customers likely to cancel. They sent simple reminders and special offers, which helped keep more customers subscribed.

Source

Read More: 15 Benefits of Power Apps for CTOs

Slow or Inefficient Customer Service

Problem:

Customers get frustrated when customer service is slow or unclear. They waited so long to receive support. They may have to repeat their issue to different agents, which wastes time, and Slow or inconsistent service can lead to switching to competitors.

AI Solution:

Dynamics 365 AI utilizes Virtual agents to answer common questions instantly, and Copilot helps agents respond quickly with accurate information, so customers do not always need to wait for a person.

For Example:

A telecom company started using Microsoft Dynamics 365 Copilot for customer support. The virtual agent answered common questions quickly, which reduced the number of calls to live agents by 35%.

Source

Disjointed Customer Insights

Problem

When customer information is across different systems, it is hard to understand their needs and behavior. These can lead to mistakes and missed chances.

Build your personalized software with Fintech software development company

Contact us Now

AI Solution:

Microsoft Dynamic 365 Copilot creates a 360-degree view of every client. It gathers all customer information in one place and reveals helpful insights such as preferences and moods so teams can make wiser choices.

For Example:

A retail chain used Dynamic 365 Copilot to collect information. They shared personalized offers and experiences that made customers more engaged and loyal towards your company.

Source

Incorrect Sales Forecasts

Problem:

The sales team predicts sales based on past data, which can be incorrect or outdated. It becomes hard for teams to track which items are selling and which are not. These can lead to overstock or understock.

AI Solution:

MS 365 Copilot analyzes past sales data, trends, and patterns to provide accurate forecasts. Teams gain clear insights to manage stock, use resources wisely, and make clear choices.

Read More: How CFOs benefit from AI-Powered Finance using Dynamics 365

For Example:

A wholesale distributor utilized Dynamics 365 Copilot to improve sales prediction. They started using Dynamic 365 AI predictions, which increased accuracy from 65% to 90%, ensuring the right products were available at the right time.

Source

Manual Data Entry And Document Processing

Problem:

The administration team spends hours on repetitive tasks such as manually entering data from forms, bills, or agreements. These reduce productivity and cause mistakes.

AI Solution:

Microsoft Dynamic 365 Copilot handles this work by reading documents, extracting the correct details, and placing them in the system using an automated method, which means teams do not waste hours on repetitive typing and can focus on more important work.

For Example:

An insurance company utilized Microsoft Dynamics 365 Copilot to accelerate claim processing, saving time for the company and its customers. They saved over 500 hours each month and sped up claim approvals through an automated process.

Source

Increase your sales with Microsoft Copilot Consulting Services make it simple and secure.

Get a Quote

Inefficient Inventory And Supply Chain Management

Problem:

Managing inventory is hard. Sometimes there is too much stock, and sometimes there is not enough. Such things happen because it is difficult to know what customers will buy.

AI Solution:

Microsoft Dynamics 365 AI utilizes demand forecasting and real-time supply vision to help businesses plan. Dynamic 365 Copilot shows which products are likely to sell, when to reorder, and how to balance stock across locations.

For Example:

A grocery store used Microsoft Dynamics 365 Copilot to monitor requirements. They kept fresh items in stock, reduced waste, and made customers happier with fewer “out of stock” moments.

Source

Risk of Fraud or Anomalies

Problem:

Fraud is hard to spot early. Most businesses realize it only after money is lost or customers complain.

AI Solution:

MS 365 Copilot uses advanced anomaly detection to spot suspicious patterns. This helps notify potential fraud early and protects both the business and customers.

Read More: How to win more deals with AI-Powered Dynamics 365 sales

For Example:

A small eCommerce business started using Microsoft Dynamics 365 Copilot. It helped them spot unusual payment activity from a new account and block it immediately, saving them from a massive financial loss.

Source

Slow Processes Without Automation

Problem:

When everyday work depends on manual steps, things move slowly. Employees spend hours on tasks like data updates and reporting. These not only delay projects but also reduce productivity.

AI Solution:

MS 365 Copilot handles routine tasks such as Approvals, announcements, and document management faster, giving teams more time to focus on major work.

For Example:

A consulting firm used Dynamics 365 Copilot to manage routine onboarding tasks. Instead of taking days, the process was finished within hours, helping the team save time and keeping clients happy.

Source

10 Business Problems You Can Solve Using Dynamics 365 AI Did you know 89% of employees feel happier and more engaged when AI and automation handle repetitive tasks? MS 365 Copilot makes this possible. Microsoft Dynamics 365 AI addresses key challenges in marketing, customer support, and finance, enabling businesses to grow and innovate. Source In this blog, we will look at the top business problems solved by Dynamics 365 AI and how Microsoft Dynamics 365 Copilot is helping businesses work smarter and achieve better results. Improve your business scalability with Microsoft 365 development services Get us involved How You Can Solve Business Problems with Microsoft Dynamics 365 AI Here are 10 common business problems solved by Dynamics 365 AI, each with a clear explanation and real-world example: Unqualified or Disorganized Leads Problem: Ever spent hours chasing a lead only to realize they would never buy? Feel frustrated. On top of that, when contact info and notes are all over the place, you waste time just figuring out where to start. AI Solution: MS 365 Copilot ranks your leads by who is most likely to buy and keeps all info together. These help you focus on the right people, speak more effectively, and close sales faster. For Example: A small software company started using Dynamics 365 Copilot to rank its leads. In three months, they closed more deals and saved hours each week because they knew directly who to talk to first. Source Read More: Microsoft 365 Copilot in Finance: Top 7 Use Cases Low Sales Conversion Rates Problem: Sales teams often chase leads that will never convert. They guess the next call without clear insight, miss good chances, and experience slow growth. AI Solution: MS 365 Copilot ranks leads and identifies those most likely to make a purchase, which means your team knows accurately which prospects are worth focusing on, giving them the context to start stronger conversations and close deals faster. For Example: A retail company used Microsoft Dynamics 365 Copilot to focus on the most promising leads. They increased sales by 25% and followed up with leads much faster. Source Speed up your application performance with Microsoft Azure App Services Contact us Today Poor Customer Retention Problem: Customers may leave if follow-ups are slow or messages feel generic. Sending quick, personal responses helps keep them happy and loyal. AI Solution: MS 365 Copilot provides early indicators when a customer might be about to leave. Microsoft Dynamic 365 Copilot highlights customers who leave and switch to competitors. It suggests actions like sending personal messages, special offers, or quick help to keep them happy and engaged. For Example: A subscription company used Microsoft Dynamics 365 Copilot to spot customers likely to cancel. They sent simple reminders and special offers, which helped keep more customers subscribed. Source Read More: 15 Benefits of Power Apps for CTOs Slow or Inefficient Customer Service Problem: Customers get frustrated when customer service is slow or unclear. They waited so long to receive support. They may have to repeat their issue to different agents, which wastes time, and Slow or inconsistent service can lead to switching to competitors. AI Solution: Dynamics 365 AI utilizes Virtual agents to answer common questions instantly, and Copilot helps agents respond quickly with accurate information, so customers do not always need to wait for a person. For Example: A telecom company started using Microsoft Dynamics 365 Copilot for customer support. The virtual agent answered common questions quickly, which reduced the number of calls to live agents by 35%. Source Disjointed Customer Insights Problem When customer information is across different systems, it is hard to understand their needs and behavior. These can lead to mistakes and missed chances. Build your personalized software with Fintech software development company Contact us Now AI Solution: Microsoft Dynamic 365 Copilot creates a 360-degree view of every client. It gathers all customer information in one place and reveals helpful insights such as preferences and moods so teams can make wiser choices. For Example: A retail chain used Dynamic 365 Copilot to collect information. They shared personalized offers and experiences that made customers more engaged and loyal towards your company. Source Incorrect Sales Forecasts Problem: The sales team predicts sales based on past data, which can be incorrect or outdated. It becomes hard for teams to track which items are selling and which are not. These can lead to overstock or understock. AI Solution: MS 365 Copilot analyzes past sales data, trends, and patterns to provide accurate forecasts. Teams gain clear insights to manage stock, use resources wisely, and make clear choices. Read More: How CFOs benefit from AI-Powered Finance using Dynamics 365 For Example: A wholesale distributor utilized Dynamics 365 Copilot to improve sales prediction. They started using Dynamic 365 AI predictions, which increased accuracy from 65% to 90%, ensuring the right products were available at the right time. Source Manual Data Entry And Document Processing Problem: The administration team spends hours on repetitive tasks such as manually entering data from forms, bills, or agreements. These reduce productivity and cause mistakes. AI Solution: Microsoft Dynamic 365 Copilot handles this work by reading documents, extracting the correct details, and placing them in the system using an automated method, which means teams do not waste hours on repetitive typing and can focus on more important work. For Example: An insurance company utilized Microsoft Dynamics 365 Copilot to accelerate claim processing, saving time for the company and its customers. They saved over 500 hours each month and sped up claim approvals through an automated process. Source Increase your sales with Microsoft Copilot Consulting Services make it simple and secure. Get a Quote Inefficient Inventory And Supply Chain Management Problem: Managing inventory is hard. Sometimes there is too much stock, and sometimes there is not enough. Such things happen because it is difficult to know what customers will buy. AI Solution: Microsoft Dynamics 365 AI utilizes demand forecasting and real-time supply vision to help businesses plan. Dynamic 365 Copilot shows which products are likely to sell, when to reorder, and how to balance stock across locations. For Example: A grocery store used Microsoft Dynamics 365 Copilot to monitor requirements. They kept fresh items in stock, reduced waste, and made customers happier with fewer “out of stock” moments. Source Risk of Fraud or Anomalies Problem: Fraud is hard to spot early. Most businesses realize it only after money is lost or customers complain. AI Solution: MS 365 Copilot uses advanced anomaly detection to spot suspicious patterns. This helps notify potential fraud early and protects both the business and customers. Read More: How to win more deals with AI-Powered Dynamics 365 sales For Example: A small eCommerce business started using Microsoft Dynamics 365 Copilot. It helped them spot unusual payment activity from a new account and block it immediately, saving them from a massive financial loss. Source Slow Processes Without Automation Problem: When everyday work depends on manual steps, things move slowly. Employees spend hours on tasks like data updates and reporting. These not only delay projects but also reduce productivity. AI Solution: MS 365 Copilot handles routine tasks such as Approvals, announcements, and document management faster, giving teams more time to focus on major work. For Example: A consulting firm used Dynamics 365 Copilot to manage routine onboarding tasks. Instead of taking days, the process was finished within hours, helping the team save time and keeping clients happy. Source How iFour does this iFour Technolab helps businesses make the most of Microsoft Dynamics 365 Copilot. We build workflows that save time and help your team focus on valuable work. We provide easy training and support so your team feels confident using MS 365 Copilot. These help your team work faster, boost decision-making, assist customers, and grow your business. Boost your fintech processes with our Office Add-in development services Get In touch Now Using Dynamics 365 AI to Solve Business Problems – Conclusion This blog covered 10 common business problems solved by Dynamics 365 AI. From managing leads and keeping customers loyal to automating tasks and predicting sales, MS 365 Copilot helps teams save time, work smarter, and make better decisions. For over 12 years, iFour Technolab has been helping businesses make the most of Microsoft Dynamics 365. Our solutions make your work easier, save valuable time, and help your team achieve better results every day. We help your business use Microsoft Dynamics 365 AI to make everyday work easier and more effective. FAQs 1. Can new sales team members benefit from Dynamics 365 AI? Yes! MS 365 Copilot guides new members with customer history and brilliant next-step suggestions. This way, they learn faster and start closing deals without needing long training. 2. Can it help keep customers loyal? Dynamics 365 Copilot looks at past data to predict future sales, making planning easier and more accurate. 3. Dynamics 365 Copilot looks at past data to predict future sales, making planning easier and more accurate. Dynamics 365 Copilot looks at past data to predict future sales, making planning easier and more accurate. 4. Can it improve sales conversions? Yes! MS 365 Copilot highlights the most promising leads, so your sales reps spend time on the right prospects and close more deals. 5. Can it protect against fraud? Yes. Microsoft Dynamics 365 AI spots unusual activity early and helps stop fraud before it impacts your business. 6. How does iFour Technolab support businesses with this? We customize Microsoft Dynamics 365 AI and MS 365 Copilot, suitable for your business. Our team trains your staff, organizes the right processes, and ensures you get real results.

Kapil Panchal

A passionate Technical writer and an SEO freak working as a Content Development Manager at iFour Technolab, USA. With extensive experience in IT, Services, and Product sectors, I relish writing about technology and love sharing exceptional insights on various platforms. I believe in constant learning and am passionate about being better every day.