Supercharge CRM Success: AI, Automation & Engagement in Dynamics 365
Boost Sales, Service & Customer Engagement with AI in Dynamics 365 CRM
Are you looking to supercharge Dynamics 365 CRM with AI-powered automation, real-time messaging, and intelligent document processing? In this webinar, you’ll see how leading businesses are using Microsoft’s latest tools to streamline sales, service, and support.
Join Our Live Webinar | July 23, 2025 | Designed for CRM Professionals in New York & Texas
Discover how Microsoft Copilot, WhatsApp Integration, and Azure Document AI are transforming Dynamics 365 Customer Engagement (CE) into a modern, intelligent CRM platform that boosts productivity, improves response time, and simplifies service management.
What You’ll Gain from this CRM AI Webinar?
Explore cutting-edge CRM innovations that are helping businesses:
- Use Microsoft Copilot to automate emails, summarize meetings, and speed up CRM tasks
- Enable real-time WhatsApp messaging from inside Dynamics 365 CRM
- Simplify document-driven processes using Azure Document AI for automatic data capture
- Empower support teams with Copilot-powered ticketing right inside Microsoft Teams
Whether you’re managing sales, marketing, or support, this webinar will show you how to move from manual processes to smart, AI-powered automation — all within Microsoft Dynamics 365 CE.
Webinar Schedule
Date: 23nd July 2025
Time: 10.30 AM to 11.00 AM CDT (Texas), 11.30 AM to 12.00 PM EDT (New York)
Duration: 30 Minutes (including Live Q&A)
Who Should Attend?
- CRM Users & Admins
- Sales and Marketing Leaders
- Customer Support Managers
- IT Managers & Digital Transformation Teams
- Businesses using or evaluating Dynamics 365 Customer Engagement (CE)
Webinar Agenda: What You’ll Learn?
- Welcome & Introductions
- Live Demo on the below topics
- AI-Powered Productivity with Microsoft Copilot in Dynamics 365 CRM
- Seamless Customer Engagement: WhatsApp Integration with Dynamics 365 CRM
- Intelligent Document Processing with Azure Document AI for CRM Records
- Streamlined Service Management: Ticketing via Copilot Bot in Teams
- Q&A and Closing Remarks
Meet the Speakers
- Mr.Saravanakkumar.S.R – Chief Business Officer
- Mr.Rajasekhar – Practice Head – D365 CE
Exclusive Bonus for Attendees
All registrants will receive a free Dynamics 365 AI Features Checklist — a practical guide to help you evaluate and adopt AI features across sales, service, and support.

