Data optimization with Copilot in SharePoint and Dynamics 365
ORBIS Solutions: WorkspaceHub
Sectors: Non sector-specific
Processes: IT, Data Management
Duration of webinar: approx. 45 minutes
In many companies, the potential of their data remains untapped: information in SharePoint and Dynamics 365 is incomplete, inconsistent or distributed across different systems. Duplicate data storage and system boundaries make end-to-end processes difficult. The result: long search times, error-prone data sets and unnecessary manual effort. To use Copilot effectively and make reliable decisions, companies must first ensure the quality, consistency and usability of their data.
In our webinar, we will show you in a practical way how to intelligently connect business data from Microsoft Dynamics 365 with documents and content in SharePoint and optimize it specifically with Copilot. In a live demo, you will gain insight into a specific use case – clearly explained and application-oriented. You will learn how AI supports automated tagging, metadata maintenance and classification, and how shared processes can be simplified across system boundaries. We will also provide a realistic overview of implementation, typical challenges and proven solutions from practice.
After our webinar, you will know how to specifically combine SharePoint, Dynamics 365 and Copilot to sustainably optimize your processes.
The webinar is aimed at companies that use SharePoint and Dynamics 365 and want to connect their data more effectively. It is particularly relevant for professionals responsible for Microsoft 365, SharePoint, Dynamics 365, digitalization, processes and data management, as well as teams in sales, service and marketing.
If you want to move beyond talking about AI and build the data foundation required for reliable use, secure your place in our webinar now!
Contents of the webinar
- Understanding the current situation: CRM and SharePoint – technical challenges and integration potential
- Use case: Data optimization with Copilot
- Insight into implementation: challenges and solutions
Speakers

Mara Knappe
Senior Technical Consultant (Team Lead)

Manuel Bleier
Senior Technical Consultant

Your contact for the webinar
Jacek Arend
Senior Account Manager
Tel: +49 162 2474385
E-Mail: jacek.arend(at)orbis.de



