Podcast: AI Insights with Tony Stewart
Episode 3 – Expert talk: unpacking Dynamics 365 role-based Copilot
Guest Speaker: Sergio Schaefer, Senior Partner Solution Architect at Microsoft
In this first part of a two-part podcast series on role-based Copilots, Tony Stewart sits down with Sergio Schaefer, Senior Partner Solution Architect at Microsoft, to explore how Dynamics 365 Role-Based Copilots for service and sales transform business operations. They discuss how these AI-driven assistants streamline sales activities by delivering actionable insights, generating real-time recommendations, and optimizing tasks such as sales chat, email summarization, and follow-ups. On the service side, they examine how Copilots accelerate case resolution times and enhance customer interactions, helping teams work more efficiently while delivering superior experiences.
Tony and Sergio break down real-world applications, share best practices for implementing role-based Copilots, and offer strategies to navigate adoption challenges. They also discuss the ROI of AI-powered copilots, how businesses can prepare for AI integration, and highlight industry-specific use cases that showcase the transformative potential of these intelligent assistants.
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