SmartPanel AI embeds directly into your Dynamics 365 form as a PCF control. Create tasks, log calls, schedule meetings — just type in natural language. No form-filling, no tab-switching.
5 simple steps — no form filling, no extra tabs. AI confirms before saving anything.
Every tab designed to remove friction from your D365 workflow — AI, summaries, email drafting, activity timeline, and more.
SmartPanel understands natural language — casual or formal, short or detailed. Here are some examples of what you can say.
Say "tomorrow", "next Monday", "end of month", "3 days from now" — AI converts all relative expressions to actual dates automatically, no manual date picking.
Choose the plan that fits your team. Save 30% by going annual. OpenAI / Azure OpenAI costs are separate and billed directly to your account.
Microsoft Copilot is a well-known product — but it comes with strict prerequisites, high per-user cost, and zero customization. Here's the full picture.
| Aspect | Microsoft Copilot | SmartPanel AI | Winner |
|---|---|---|---|
| 💰 Pricing & Cost | |||
| Pricing Model | ✗ Per user/month — $18–$25/user/month + separate M365 plan required | ✓ Per organization — one flat price, unlimited users | 🏆 SmartPanel |
| Cost for 100 users | ⚠ Scales linearly — 100 users = $1,800–$2,520/month + M365 plan | ✓ $19–$89/month — same price as 1 user | 🏆 SmartPanel 50%+ cheaper for large teams |
| Token / Usage Limits | ⚠ Limited tokens — hit the cap, pay more | ✓ Pay-as-you-go — use OpenAI or Azure OpenAI, your choice | 🏆 SmartPanel |
| Sandbox / Dev Environments | ✗ $30/user for every environment | ✓ Included — one price covers all environments | 🏆 SmartPanel |
| 🤖 AI & Customization | |||
| AI Model | ✗ Microsoft-controlled — no choice | ✓ Any model / provider (GPT-4, Claude, Azure OAI) | 🏆 SmartPanel |
| AI Training / Customization | ✗ Microsoft trains it — you can't change anything | ✓ Fully customizable — your data, your prompts, your logic | 🏆 SmartPanel |
| Custom Prompts | ✗ Fixed prompts only — no custom commands | ✓ Admin can add any custom prompt or workflow | 🏆 SmartPanel |
| 🎨 UI & Experience | |||
| UI Customization | ✗ Zero customization — Microsoft's UI, locked | ✓ Fully customizable — colors, layout, UX, branding | 🏆 SmartPanel |
| User Experience | ~ Generic Microsoft UI — not D365-specific | ✓ Built specifically for D365 users — clean, contextual | 🏆 SmartPanel |
| Voice Input | ⚠ English only (mostly) | ✓ Any language — Hindi, Tamil, Telugu, regional languages | 🏆 SmartPanel |
| 📋 D365 Activity Features | |||
| Activity Creation | ~ Limited activity creation support in standard Copilot for Sales | ✓ All activity types — Task, Phone Call, Appointment, Email | 🏆 SmartPanel |
| From / To Auto-Set | ✗ Manual entry required on every activity | ✓ Organizer + Attendee auto-set from current record | 🏆 SmartPanel |
| Undo Operation | ✗ No undo — mistakes stay | ✓ Last operation reversed within 8 secutes | 🏆 SmartPanel |
| CSV Export | ✗ Not available | ✓ One command — exports full record to downloadable CSV | 🏆 SmartPanel |
| 💡 Intelligence & Insights | |||
| Record Summary | ~ Basic summary available | ✓ Detailed summary + next suggested actions | 🤝 Tie |
| Next Action Suggestion | ⚠ Manual — you have to ask "What should I do next?" | ✓ Built-in — auto-shown every time panel opens | 🏆 SmartPanel |
| Follow-up Suggestions | ⚠ Manual prompt — you have to ask each time | ✓ Auto-suggested — fresh ideas every form reload | 🏆 SmartPanel |
| Sentiment Analysis | ⚠ Premium add-on (~$150/user extra) | ✓ Built-in from Pro tier | 🏆 SmartPanel |
| Predictive / KPI Insights | ✗ Requires separate Power BI setup | ✓ Built-in KPI cards — admin configurable | 🏆 SmartPanel |
| ✉️ Email & Communication | |||
| Email Drafting | ~ Limited — BANT framework only | ✓ Full AI email drafting — saved as D365 activity, sent via Outlook / D365 | 🏆 SmartPanel |
| Local Notes per Record | ✗ Not available | ✓ Per-record notepad, persists across refreshes | 🏆 SmartPanel |
| 🔐 Security & Infrastructure | |||
| AI API Key Control | ~ AI model managed by Microsoft — limited configurability | ✓ Your own API key — fully configurable, any provider | 🏆 SmartPanel |
| Requires M365 E3/E5 | ✗ Required — expensive prerequisite | ✓ Not required — works independently | 🏆 SmartPanel |
| Works On-Premise D365 | ✗ Cloud only | ✓ Possible with on-premise deployments | 🏆 SmartPanel |
| Field Validation (AI) | ✗ Not available | ✓ AI-powered validation — phone, email, custom rules | 🏆 SmartPanel |
| Quick Action Buttons | ✗ Not available | ✓ Admin-configurable one-click commands | 🏆 SmartPanel |
Book a 30-minute demo. We'll show SmartPanel live in your D365 environment and help you choose the right tier.