From Insight to Action: How Process-Aware AI Is Transforming Microsoft Dynamics 365 Copilot

In the era of AI-enabled business transformation, speed and clarity are no longer “nice-to-haves”, they’re the difference between falling behind and leading your market. That’s why leading organizations are re-thinking how they deliver guidance and knowledge inside Microsoft Dynamics 365.

The next evolution? Process-aware AI.

By combining Microsoft Dynamics 365 Copilot with process context from your Digital Twin of the Organization (DTO), end-users get an intelligent assistant that doesn’t just search for answers, it knows your processes and helps people work smarter every single day.

Why Process Context Matters

Traditional documentation is static, fragmented, and often out of date. Even the most powerful AI will struggle to add value if it doesn’t understand how your business actually runs.

By linking Dynamics 365 Copilot to your organization’s process blueprints:

• Employees get real-time, in-context guidance in the flow of work

• Administrative overhead is reduced, freeing up time for strategic initiatives

• Compliance and governance are strengthened by keeping guidance tied to the latest process models

This isn’t just another AI add-on. It’s a foundation for sustainable transformation, where your ERP and your processes work together seamlessly.

From Complex Flowcharts to Actionable SOPs

With process-aware AI, complex flowcharts and scattered SOPs are transformed into living, navigable guidance. Instead of guessing the next step, employees see exactly where they are in the process and what to do next—directly inside Dynamics 365.

🎥 See it in action:
Copilot + Mavim in Dynamics 365 – Purchase Order in Review

🎥 Another example:
Copilot + Mavim in Dynamics 365 – Vendor Invoice

A Real-World Example: Speedy Services

Speedy Services, a leader in equipment hire and support services, faced the challenge of rapid growth and complex operations. They needed a way to standardize processes across multiple locations and empower frontline employees with real-time guidance.

By integrating Dynamics 365 Copilot with their process models:

• Time to train new staff was reduced by 40%

• A single, living source of process knowledge was created

• Frontline employees gained instant answers to “what do I do next?” inside Dynamics 365

The impact? Fewer errors, faster service delivery, and a workforce focused on customers rather than searching for documentation.

What This Means for Your Organization

Whether you’re running Finance & Operations, Supply Chain, or full DTO initiatives in Dynamics 365, adding process context to Copilot helps you:

• Streamline process discovery & documentation without extra training

• Break down silos and keep cross-functional teams aligned

• Deliver guidance that is accurate, role-aware, and always up to date

• Turn AI from a search engine into a true digital assistant

Take the Next Step

Process-aware AI is here. It’s the bridge between your ERP and the way your people actually work.

➡️ Explore how ConversAI integrates with Microsoft Dynamics 365 Copilot: https://www.mavim.com/conversai