AI at Work: How Microsoft 365 Copilot Is Moving Sales, Service, and Finance Teams to the Frontier
Dec 4 2025
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“DynamicsPrint® with IMP is the heart of our planning estimations and imposition systems.
Estimating has become an important science. Our young estimators can deliver accurate plans just as an experienced estimator, with loads of experience, would.”
Angel Viveros, Estimation Manager
Foli De Mexico, Mexico
“The reason we chose DP was because it’s an industry solution which solves many of the problems we had in the standard Microsoft Dynamics setup. Also, there was demand from the management to have final costing, which was also a major challenge in the standard Dynamics solution.
DynamicsPrint® also helps us greatly with scheduling and shop floor management. The data gathered gives us great insights, and results in a much more cost-efficient production.”
Jochem Sants, Project Manager
Van der Most, Heerde, Netherlands
“The professional and highly skilled DynamicsPrint® team led the implementation to develop the expertise internally at DCM with a team of Subject Matter Experts from each of the specialized print production areas. DynamicsPrint’s expertise regarding the system and the industry was instrumental to ensuring the configurations were done properly. As this is a highly configurable solution, the approach and implementation was very well structured and ensured that the team worked from the basic setups to the more complex setups with a pace that was manageable and retainable.
DynamicsPrint® adjusted the resource requirements to accommodate both technical and functional areas of expertise as needed throughout the project, providing best practice directives to ensure that the proper approach was being followed.”
Karen Redfern, VP Operations Technology
DCM, Canada
“I just wanted to let you know how happy I am with DynamicsPrint® and the support you have given KP San Leandro since our launch. The seemingly endless set of tools available really help us run and improve our business.
The visibility into job statuses, P&L, and the ability to create and manage cues that give our team a personalized look into their own area of responsibility have become essential to our business model. I can’t even imagine going back to our old system. Thanks to the DynamicsPrint® team for all your help and support.”
Mark Floyd, Division Director
KP Corp. San Leandro, USA
In the enterprise, real transformation happens when AI becomes more than just a tool — it becomes embedded in the way people work. Microsoft 365 Copilot’s newly launched role-based solutions for sales, service, and finance mark a turning point in enterprise productivity.
Frontier Thinking, Embedded in Workflow
The term Frontier Firms describes organizations placing AI at the center of their operating models. These firms aren’t just automating — they’re rethinking engagement, efficiency, and execution across every line of business. Now, that capability is accessible to all Microsoft 365 Copilot users.
Let’s take a closer look at what’s changing.
Sales: From Reactive to Proactive
Sales professionals can now ask Copilot to:
Summarize deal risk
Create close plans
Update CRM records
All without leaving Outlook or Teams.
Copilot integrates directly with Dynamics 365, providing sellers with the latest opportunity insights and engagement history — ready when they are.
Service: Scaling Empathy with AI
Customer service agents often face mounting workloads and fragmented toolchains. The Service solution now enables:
AI-drafted case summaries
Ready-to-send customer emails
CRM record updates without app switching
The result? Faster resolution, fewer clicks, and a more human touch — at scale.
Finance: Operational Intelligence On-Demand
Copilot for Finance integrates ERP data directly into Outlook and Excel. This empowers finance teams to:
Draft customer communications with real-time account data
Accelerate reconciliation by flagging and matching discrepancies
Perform variance analysis with context-aware explanations
Prepare analysis-ready data exports in minutes, not hours
With seamless integrations for Dynamics 365, finance teams gain speed and clarity without compromising accuracy.
The Agentic Future of Enterprise Work
These role-based capabilities mark a deeper integration of AI into core enterprise roles. As Microsoft opens its Copilot Agent Store (October 2025), expect even more specialized AI enhancements across functions.
At the AI frontier, we’re not just optimizing work — we’re redefining it.
Discover how purpose-built ERP solutions like DynamicsPrint® are evolving in the age of Copilot:
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