In this first part of a two-part podcast series on role-based Copilots, Tony Stewart sits down with Sergio Schaefer, Senior Partner Solution Architect at Microsoft, to explore how Dynamics 365 Role-Based Copilots for service and sales transform business operations. They discuss how these AI-driven assistants streamline sales activities by delivering actionable insights, generating real-time recommendations, and optimizing tasks such as sales chat, email summarization, and follow-ups. On the service side, they examine how Copilots accelerate case resolution times and enhance customer interactions, helping teams work more efficiently while delivering superior experiences.

Tony and Sergio break down real-world applications, share best practices for implementing role-based Copilots, and offer strategies to navigate adoption challenges. They also discuss the ROI of AI-powered copilots, how businesses can prepare for AI integration, and highlight industry-specific use cases that showcase the transformative potential of these intelligent assistants.

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In this episode of the AI Insights Podcast, Tony Stewart, Manager of Digital Innovation at Alithya, continues his engaging conversation on Artificial Intelligence (AI) adoption with Robert Gates, Principal Cloud Solution Architect at Microsoft. They discuss the transition from an organizational perspective to end-user adoption, highlighting the unique challenges that AI brings compared to traditional technology migrations. Using AI tools like Microsoft Copilot is key to transforming workflows and centralizing processes, so it is essential for organizations to cultivate a culture of continuous learning, adaptability, and openness to change.

Tune in to hear Tony and Robert explore strategies for day-one readiness, emphasizing the crucial role of leadership in championing AI initiatives from the top down. They cover key tactics such as, training, education, and leveraging internal champions and early adopters to help employees understand the benefits and real-world applications of Microsoft Copilot.

This episode concludes with a new innovative approach to user engagement through the concept of “prompt-a-thons”- dynamic sessions designed to foster collaboration and creativity while helping teams unlock the full potential of Copilot. Listen now to hear about these innovative strategies in full detail and propel your organization forward with AI adoption. Don’t miss the opportunity to transform your approach to technology and drive lasting change!

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Welcome to the inaugural episode of the AI Insights Podcast, hosted by Tony Stewart, Manager of Digital Innovation at Alithya. In this episode, Tony is joined by Robert Gates, Principal Cloud Solution Architect from Microsoft, to explore the transformative world of artificial intelligence (AI).

Join Tony and Robert as they explore both the thrilling potential and the underlying concerns associated with the rapid evolution of AI technology and Microsoft Copilot. Robert shares his journey in the tech industry and provides insights into common blockers organizations face when adopting AI, such as privacy, security, data and change management. Learn proven strategies from real client experiences to overcome common AI project blockers and discover effective ways to measure the return on investment (ROI) and business impact of Microsoft Copilot. Additionally, Robert will highlight key takeaways from the latest Copilot Wave 2 announcements.

Whether you're a technology leader, business executive, AI enthusiast, or just curious about the potential of AI, this episode is packed with valuable information and practical advice. Don't miss out on this engaging discussion that will leave you inspired and equipped with knowledge to navigate AI in your organization.

Tune in to AI Insights with Tony Stewart on Apple Podcasts, Spotify, and YouTube Music. Stay connected with us for more episodes and exclusive content! Subscribe now and leave a review to let us know what you think. Your feedback helps us improve and bring you more insightful content.

Alithya’s Technical Readiness Assessment helps your organization prepare your Microsoft 365 data estate for a successful and secure rollout of Copilot. For more information, visit alithya.com/TechReady.