Phoenix - Your AI AssistantDynamics 365 AI Copilot Setup - Email + Lead Scoring
Delivery in
3 days
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What you get with this Offer
This Offer is for enabling and configuring Microsoft Copilot AI in ONE Dynamics 365 CRM environment for up to 5 users.
WHAT YOU GET:
- Microsoft Copilot enabled in your Dynamics 365 environment
- AI email drafting (Copilot writes replies in your tone)
- AI lead scoring setup (prioritize hot leads automatically)
- AI record summaries (customer history in one click)
- Copilot integration with Outlook and Microsoft Teams
- Setup for up to 5 users
- Walkthrough video + documentation
- 7 days of free post-delivery support
HOW IT WORKS (3 steps):
1. You provide Dynamics 365 admin access
2. I enable Copilot, configure AI features, and test with sample data (Day 1-2)
3. I hand over with video walkthrough + team training doc (Day 3)
WHAT IS NOT INCLUDED:
- More than 5 users (available as add-on)
- Custom Copilot Studio chatbot development
- Power BI dashboards (separate Offer)
- Data migration (separate Offer)
- Microsoft 365 or Dynamics 365 licenses
- Third-party AI tools (OpenAI, Claude)
REQUIREMENTS FROM BUYER:
- Microsoft Dynamics 365 license (Sales or Customer Service)
- Microsoft 365 license with Copilot access
- Dynamics 365 admin access (temporary)
- List of up to 5 users to enable
- Sample customer data for testing
This is a fixed-price, fixed-scope service. Delivered in 3 days. No hourly billing.
WHAT YOU GET:
- Microsoft Copilot enabled in your Dynamics 365 environment
- AI email drafting (Copilot writes replies in your tone)
- AI lead scoring setup (prioritize hot leads automatically)
- AI record summaries (customer history in one click)
- Copilot integration with Outlook and Microsoft Teams
- Setup for up to 5 users
- Walkthrough video + documentation
- 7 days of free post-delivery support
HOW IT WORKS (3 steps):
1. You provide Dynamics 365 admin access
2. I enable Copilot, configure AI features, and test with sample data (Day 1-2)
3. I hand over with video walkthrough + team training doc (Day 3)
WHAT IS NOT INCLUDED:
- More than 5 users (available as add-on)
- Custom Copilot Studio chatbot development
- Power BI dashboards (separate Offer)
- Data migration (separate Offer)
- Microsoft 365 or Dynamics 365 licenses
- Third-party AI tools (OpenAI, Claude)
REQUIREMENTS FROM BUYER:
- Microsoft Dynamics 365 license (Sales or Customer Service)
- Microsoft 365 license with Copilot access
- Dynamics 365 admin access (temporary)
- List of up to 5 users to enable
- Sample customer data for testing
This is a fixed-price, fixed-scope service. Delivered in 3 days. No hourly billing.
What the Freelancer needs to start the work
1. Microsoft Dynamics 365 license (Sales or Customer Service)
2. Microsoft 365 license with Copilot access
3. Dynamics 365 admin access (temporary)
4. List of up to 5 users to enable
5. Sample customer data for testing