Copilot AI Accelerator for Purchasing

A typical purchasing team spends 25% to 50% of their time on average each week processing and following up on Purchase Requisitions & Purchase Orders. This involves manual data entry, constant communication back and forth with vendor contacts and other internal resources, manually looking up data or running various reports, etc.​ Copilot in Dynamics 365 for Supply Chain Management can now automate these mundane tasks such as data entry and vendor communication.

New Era Technology offers a full suite of tools aimed to automate away the mundane, tedious daily tasks of a purchasing team to allow them to focus on more value-added activities. This suite consists of new Microsoft Copilot functionality within Dynamics 365 for Supply Chain Management along with the addition of proprietary customizations for functionality and Power BI reports​:

• Copilot Immersive Home + Workload Insights: New AI generated home screen provides users with a real-time view of that important tasks they need to focus on​
• Copilot Sidecar: Updated functionality allows users to get work instructions, ask follow up questions, and quickly get relevant information to improve productivity​
• Copilot Not confirmed PO’s Workspace: New form in Dynamics 365 that allows buyers to quickly ​
• Custom Purchasing Copilot Agent: Allows all users of an organization to quickly find information relating to purchase orders and vendors without relying on the purchasing experts for every question​
• Supplier Communications Agent + Send Follow up Emails to Vendors: Use Copilot and Outlook integration to automatically send emails and read key data points from vendor emails​
• Enhanced Power BI reports: (Easily track price changes by product or category, vendor delivery performance, ​
• Functionality Implementation and Enhancements: for Purchase Requisition Process, Planning Optimization and Demand Planning functionality, Integration with Microsoft Planner / To Do, Mobile Approvals for Workflows​