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Don’t Just Store Data.


Leverage It.

Are you data-rich but insight-poor? It’s time to flip the script. Discover how the AI capabilities in Microsoft Dynamics 365, powered by Copilot, can help you stop storing data and start leveraging it for a real competitive advantage.

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Your business has data. But does it have answers?

For years, you have diligently collected information across your business applications. Sales figures, financials, inventory levels, and client interactions are all stored in your systems. Yet, when it comes to making critical decisions, you are often left digging through spreadsheets and relying on gut feelings. Being "data-rich, insight-poor" is a common challenge for midmarket companies. It is a sign that your technology platform isn't working hard enough for you.

Put your data to work with Microsoft Copilot

Microsoft Copilot is an AI-powered assistant that works alongside you inside the Dynamics 365 applications you use every day. Think of it as a colleague you can rely on to answer questions and assist with tasks. It securely uses your business data to provide intelligent insights and automate time-consuming processes, helping your team focus on what matters most.

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Get immediate answers from your operations.

Instead of running complex reports, you can simply ask questions in plain language, like "Show me all sales orders for Adatum from last month," and get an instant response. Copilot can analyze your data on the fly to reveal patterns and trends. 

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Automate routine financial tasks.

Imagine reducing the time spent on bank reconciliations by 70 percent. Copilot securely matches transactions to your ledger, flags discrepancies, and suggests postings for your review, reducing manual errors and freeing up your finance team for more strategic work. 

 

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Empower your sales and marketing teams.

Copilot can draft compelling marketing text for new items in seconds. For your sales team, it can summarize long email threads, compose personalized replies, and ensure they have every piece of client information at their fingertips right within Dynamics 365.

We provide guidance for every step of your AI journey

Adopting AI is not a single leap; it is a series of deliberate steps. At Velosio, we help you find the right starting point and build a practical roadmap for success. The journey often follows a natural progression: 

1

Exploring:

Using AI chat to understand the possibilities.

2

Integrating:

Applying Copilot in Microsoft 365 apps like Outlook and Teams to boost daily productivity.

3

Transforming:

Leveraging Copilot within Dynamics 365 to connect AI directly to your core business data and processes.

4

Innovating:

Deploying specialized AI agents for finance or sales, or even building custom agents to solve your most unique business challenges.

As the leading cloud applications partner for midmarket companies, our expert advisors guide you to the right solution quickly, ensuring your technology investment turns into a genuine competitive advantage.

Ready to transform your data into a strategic asset?

Let's talk about what is possible. Fill out the form below, and a Velosio advisor will reach out to schedule a brief, no-obligation conversation to understand your business and discuss your specific goals.

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