Hi, I'm George

Welcome to my personal/work-related page!

I work at Microsoft. Microsoft's mission statement is to empower every person and every organization on the planet to achieve more.

My mission statement is specifically to empower my customers' decision makers to make informed technology decisions to achieve their business outcomes. I do that by being my customers' advocate within Microsoft for programs, funding, technical resources, and many other benefits that might otherwise go unused. I succeed when the people I work with achieve their goals and have a great buying experience.

Microsoft has a broad product catalog. My colleagues and I are responsible for different products. I specifically help decision makers apply AI to real business processes, with these solutions: Dynamics 365 ERP & CRM, Power Platform, Copilot Studio, Azure, and others

My role

I am a Senior Solution Sales Specialist at Microsoft. I have been with Microsoft since 2020. I am responsible for our Dynamics 365 ERP, CRM, and low-code solutions. I live in Atlanta, GA and own a mid-market territory in the Southeast US.

Why did I make this page

I learn by doing. I made this, exclusively with low-code/AI-based tools from Microsoft, to have hands-on experience with the products I talk to my customers about. And I think it helps with content sharing over traditional emailing.

Let's connect

Big believer in educating folks in areas I understand. Got any questions for me or want to connect?

Email me at gterziev@microsoft.com

Add me on LinkedIn

*Cell (removed, too many UX designers calling to tell me my site is terrible)

*Bookings (removed, too many UX designers booking 30min 1:1s to tell me my site is terrible)

George Terziev Linkedin Headshot

Evaluating Business Solutions?

... might be wise to slow down

Before you jump into solutioning, have you answered some key questions: Is your business case clear? What outcomes do you need? Where do your current systems hold you back? What does success look like in 12 months? Will that still look successful in 3, 5, 10 years?

Below is how other current Dynamics 365 customers have answered these questions, why they decided to bet the future of their businesses on Microsoft, and why they made these decisions sooner rather than later.

Why Change, Why Microsoft, Why Now

This is pretty important for you

Why Change

Most businesses aren't failing because of bad strategy — they're failing to execute on good strategy because their systems can't keep up. Disconnected tools, manual handoffs, and data that lives in spreadsheets quietly compound into missed revenue, slower decisions, and talent that spends its day on the wrong things.

The question isn't whether to modernize. It's whether you do it on your terms or react to a competitor who already did.

Challenge CRM — Revenue / Front Office ERP — Operations / Finance / Back Office
Growth / scale pressure Pipeline becomes hard to track, more leads/customers than systems can handle Transactions, SKUs, locations, or entities outgrow system capabilities
Revenue leakage / inefficiency Leads missed, slow follow-ups, low rep productivity Order errors, fulfillment issues, manual processes slow operations
Lack of visibility / insights No clear pipeline view, forecasting is guesswork Financial reporting delayed, no real-time operational or financial insight
System no longer fits business CRM doesn't align to current sales/customer processes ERP doesn't reflect how operations actually run (workarounds, shadow systems)
System blocking growth / strategy Lacks automation, AI, or ability to scale go-to-market strategy Prevents new business models, expansion, or process changes
Integration & data fragmentation Customer data spread across tools, no single view Poor integration across finance, supply chain, CRM, etc. — data silos
Technology is outdated Legacy CRM lacks modern features or roadmap alignment Legacy ERP (often 10–20 yrs old) hard to maintain, lacks cloud/modern capabilities
Cost pressure / renewal events Rising licensing costs, upcoming CRM renewals High maintenance costs, expensive customizations, ERP support costs increasing
Executive / strategic initiative New CRO, sales transformation, CX (customer experience) push CFO/COO-led transformation, digital/AI initiatives, cost optimization
M&A / consolidation Need unified customer view across entities Need standardized financials and operations across entities

Why Microsoft

Microsoft is the only vendor that connects your entire business on one foundation — productivity (Microsoft 365 & Teams), CRM & ERP (Dynamics 365), automation (Power Platform), custom AI agents (Copilot Studio), and enterprise infrastructure (Azure). That's not a bundle. That's a compounding advantage: every product shares the same data, identity, and security layer.

Copilot isn't bolted on top of these products. It's built into each one. And most of your people are already in the Microsoft ecosystem — adoption friction drops significantly when the tools feel familiar.

Why Now

AI is compressing competitive timelines. Organizations moving today are building the workflows, muscle memory, and data quality that will define their category advantage for the next decade. Waiting 12–18 months isn't a neutral decision — it's a 12–18 month head start handed to someone else.

Microsoft ships two major product waves per year. The capabilities available now — and the economics they come at — are the best they've ever been. That window won't stay this wide.

Solutions

The Microsoft products I am responsible for

Dynamics 365 CRM

AI-powered sales and customer service platform built natively into Microsoft 365. Helps teams manage pipelines, forecast revenue, and engage customers — with Copilot embedded at every step.

Dynamics 365 ERP

Cloud ERP that unifies finance, supply chain, and operations. Gives leadership real-time visibility and AI-driven automation — from Business Central for mid-market to Finance & Supply Chain for enterprise.

Copilot Studio

Low-code platform for building custom AI agents and copilots. Business teams can automate workflows, surface intelligence from their own data, and deploy conversational experiences without waiting on IT.

Power Platform

Suite of low-code tools — Power Apps, Power Automate, Power BI, and Power Pages — that let any team build apps, automate processes, and analyze data at enterprise scale.

* Ask me anything about these. I should be able to save you hours of time searching for answers yourself or at least point you to the right person.

Helpful Links

Pages I've built that you might find helpful

Enterprise AI

Some common business tasks and which Microsoft Copilot to use

Not all AI tools are built for the same job. In addition to all the Copilot features that exist within our CRM and ERP solutions, Microsoft has AI-solutions for every enterprise user. These can be used to enhance productivity and streamline workflows across the organization, and augment your investments in our Dynamics 365 business applications. No other ERP/CRM vendor has this breadth and depth of AI capabilities.

M365 Copilot

Embedded in Office apps — prompt-driven, in-app assistance across Word, Excel, Outlook, and Teams.

Copilot Cowork

Conversational agent — handles multi-step, cross-app workflows at user request.

Scout ★ Preview

Always-on autopilot — background monitoring and proactive action, no prompting needed.

Legend:
Best Fit Purpose-built for this task
Capable Works but not optimal
Outside this tool's scope
Business Task M365 Copilot Copilot Cowork Scout
M365 Copilot
1Draft or reply to an emailBest FitCapable
2Summarize a long email threadBest FitCapable
3Edit or rewrite content in a Word documentBest FitCapable
4Generate slides from a Word doc or outlineBest FitCapable
5Analyze data & build Excel formulasBest FitCapable
6Create a chart or pivot table in ExcelBest FitCapable
7Answer questions during a live Teams meetingBest Fit
Copilot Cowork
8Summarize a meeting & extract action itemsCapableBest Fit
9Create a slide deck / presentationCapableBest Fit
10Schedule a meeting & check attendee availabilityBest FitCapable
11Research a topic with cited web sourcesBest Fit
12Morning briefing (email + calendar + Teams)Best FitCapable
13Write a formal report or Word documentCapableBest Fit
14Multi-step workflow across apps (email → calendar → Teams)Best FitCapable
Scout
15Proactively block focus time on calendarCapableBest Fit
16Monitor inbox for stalled decisions & risksBest Fit
17Automate recurring background tasks without promptingCapableBest Fit

★ Scout is an experimental release available to Microsoft Frontier program customers only.

Dynamics 365 Copilot Capabilities

AI features and agents across D365 products — June 2026

Microsoft has embedded Copilot directly into each Dynamics 365 module — not as a bolt-on, but as a native part of the product experience. The capabilities below reflect what's generally available as of June 2026, across both AI-assisted features (Copilot suggestions, summaries, drafts) and autonomous agents (background agents that take action without being prompted).

Dynamics 365 Sales
Email Drafting & Personalization
Generates personalized sales emails based on customer context, deal stage, and communication history
Meeting Preparation Summaries
Summarizes customer history, previous interactions, and deal status before meetings with talking points
Opportunity Summaries
Auto-generates executive summaries of deals including stakeholder analysis, timeline, and risk factors
Lead Scoring & Prioritization
AI-enhanced lead scoring that learns from past behavior to predict conversion likelihood
Conversation Intelligence
Analyzes recorded calls and meetings; extracts action items, sentiment shifts, competitor mentions, and buying signals
Real-time Coaching (Teams)
Provides live tips and suggested responses during Teams calls when competitors are mentioned or objections raised
Post-call Summaries & Action Items
Generates summaries, highlights action items, and drafts follow-up emails grounded in conversation context
Form Fill Assistance
Suggests relevant field values based on context to speed up data entry and reduce errors
Natural Language Data Search
Find records using natural language without complex filters
Row & Record Summaries
Quick AI-generated summaries of selected records highlighting key fields and recent updates
CRM-Connected Meeting Summaries
Surfaces CRM data alongside meetings in Outlook and Teams
Sales Qualification Agent
Semi-autonomously qualifies leads, enriches account data, and identifies next-best actions
Sales Close Agent
Assists with closing deals by identifying blockers, drafting communications, and recommending actions
Sales Research Agent
Autonomously researches accounts and contacts to enrich CRM data without human prompting
Dynamics 365 Customer Service & Contact Center
Ask a Question (Copilot Chat)
Dedicated Copilot panel that answers agent questions without requiring manual search
Auto Prompts
Suggests prompts based on the context of an active case or conversation
Proactive Prompts
Suggests prompts proactively without the agent typing, to prioritize cases and resolve queries faster
Summarize Conversations
Summarizes chat and voice conversations to provide context and relay resolution steps
Case Summaries
Auto-generates a summary of the issue, customer history, and relevant knowledge articles when a ticket is created
Draft Emails
Drafts emails based on instructions in the email editor or predefined prompts
Generate Resolution Notes
Generates resolution notes from case details, emails, and notes to help close cases faster
Generate Knowledge Drafts
Proposes knowledge articles from resolved case content to build the knowledge base automatically
Copilot Analytics Report
Identifies the effect Copilot is having across customer service operations for supervisors
Case Management Agent
Automates case lifecycle — create, update, resolve, and close — saving time on manual data entry
Customer Knowledge Management Agent
Extracts knowledge from cases after closure, fills knowledge gaps, and ensures compliance
Quality Evaluation Agent
Generates autonomous assessments of customer interactions using a supervisor-defined evaluation framework
Customer Intent Agent
Uses generative AI to identify common intents and suggests new ones to understand customer needs better
Intent-based Routing
Routes customer interactions to the most suitable representative based on captured intent
Agent Insights Dashboard
Gives supervisors real-time KPI visibility into AI agent performance
Service Operations Agent
Automates service operations workflows and escalation management
Dynamics 365 Field Service
Natural Language Questions
Ask questions in natural language about data stored in the system using a predefined prompt library
Work Order Summaries
Generates on-demand summaries of work orders with status, priority, activities, and recommended next actions
AI-Powered Work Order Update
Technicians use natural language (text or speech) in the mobile app to update work order fields
Inspection Template Creation
Upload PDFs or images and Copilot converts them into draft inspection templates for work orders
Scheduling Insights
Suggests optimal routing and scheduling to minimize travel time and maximize technician utilization
Anomaly Detection
Flags unusual service patterns that may indicate equipment degradation or fraud
Dynamics 365 Finance
Generative Help & Guidance
Conversational sidecar where users ask questions or express needs directly in the app
Workflow History Summary
AI-generated summary of workflow history visible on the Workflow history page
Chat with Finance Data
Ask questions of an agent that derives answers from structured finance and operations data
Immersive Home
New workspace for hand-in-hand work with AI agents focused on the most important work items
Payment Delay Prediction
Predicts which customers are likely to delay payment based on payment history and aging
Collection Reminders Drafting
Prepares collection reminder communications in natural, human-like language
Transaction Reconciliation
Reconciles transactions against bank statements using AI to identify matches
Anomaly Detection
Identifies unusual transactions, duplicate invoices, out-of-range amounts, or policy violations
Cash Flow Forecasting
AI-powered cash flow models factoring in historical patterns, seasonal trends, and open payables
Budget Recommendations
Suggests budget allocations based on historical spend, growth rates, and seasonal variance
Finance Agents in M365 Copilot
Finance data-grounded insights delivered directly in M365 Copilot chat for finance teams
Dynamics 365 Supply Chain Management
Generative Help & Guidance
Conversational sidecar for natural language questions about supply chain operations
Workflow History Summary
AI-generated summary of workflow approval history
Chat with ERP Data
Natural language queries against supply chain and operations data
Basic Demand Sensing
Analyzes signals to predict demand shifts and adjust forecasts
Inventory Recommendations
AI-driven recommendations for optimal stock levels
Demand Sensing (Advanced)
Analyzes market signals, POS data, and social media sentiment for dynamic forecasting
Predictive Inventory Optimization
AI models for optimal stock levels by location factoring lead times and service targets
Supply Risk Assessment
Monitors supplier health, geopolitical events, and logistics disruptions with early alerts
Intelligent Order Promising
Identifies best fulfillment source to minimize cost and lead time while respecting constraints
Quality Alert Automation
Detects anomalies in supplier quality metrics and suggests preventive actions or escalations
Supplier Communications Agent
Autonomously manages supplier communications and purchase order follow-ups
Dynamics 365 Business Central
AI-Powered Marketing Text
Generates engaging product descriptions and marketing copy for items sold in online shops
Analyze Data in Lists
Express analysis structure in natural language and get a suggested layout as a starting point
Autofill Fields
Automatically fills editable blank fields based on Business Central data, AI generation, or web info
Chat with Business Data
Ask questions of an agent that derives answers from Business Central data
Map E-Documents to Purchase Orders
Improves mapping and matching of vendor invoice lines to purchase orders, reducing manual effort
Bank Account Reconciliation Assist
AI suggests matching rules and identifies reconciliation discrepancies for bank accounts
Suggest Sales Document Lines
Assists creating lines on quotes, orders, and invoices based on structured input or natural language
Suggest Substitute Items
Finds similar items as substitutes when originally requested items are out of stock
Suggest Number Series
Generates number series for documents and records using AI assistance
Summarize Records
Quick AI-generated summaries of customers, items, or sales orders
Late Payment Prediction
Identifies customers at risk of late payment based on payment history
Inventory Forecasting
AI-driven reorder point calculations for SMB inventory management
Sales Order Agent
Automates capturing sales orders by analyzing customer requests received via email
Payables Agent
Monitors mailboxes for vendor invoices, analyzes content, and presents drafts for supervisor review
Expense Agent
Automates expense report processing and approval routing
Dynamics 365 Customer Insights
Dialog with Data
Ask questions in natural language to generate insights about customers quickly
Data Prep Report
Analyzes overall data quality and readiness to produce insights
Environment Status Summary
Quickly understand environment status based on business impact of configured settings
Segment Creation
Create customer segments using everyday language without needing to know the data schema
Create Journeys
Generates real-time customer journeys from natural language goal descriptions
AI-Assisted Email Creation
Generates email content based on key points or a selected topic in a matching tone
Image Recommendations
Recommends contextually relevant images to enhance marketing communications
Content Rewriting & Improvement
Improves and polishes marketing content with AI suggestions
Conversational Journeys
Combines Customer Insights, Contact Center, and Copilot Studio agents to deliver AI-driven customer experiences at scale
Dynamics 365 Human Resources
Timeline Highlights
AI-generated bulleted summary of key activities and interactions for HR records
Form Fill Assistance
Suggests relevant field values to speed up HR data entry
Copilot Chat (via M365)
HR teams can query HR applications conversationally through M365 Copilot
Dynamics 365 Project Operations
Form Fill Assistance
Suggests relevant field values based on project context to reduce manual entry
Natural Language Data Search
Find project records using natural language queries
Visualize Data
Interactive charts of project data based on visible columns
Row & Record Summaries
Quick AI-generated summaries of projects, tasks, and resources
Timeline Highlights
AI-generated summary of key project activities and status updates
Microsoft 365 Copilot Integration
Project data accessible conversationally through M365 Copilot interface
Cross-App & Platform Capabilities
ERP MCP Server
Framework for agents to perform data operations and access business logic of finance and operations apps without custom code
Power Apps MCP Server
Enables agents to automate repetitive app tasks and create Dataverse records from unstructured content
Copilot Studio (Custom Agents)
Build custom AI agents that integrate with any D365 module
Work IQ
Unified intelligence platform consolidating insights across D365 and Power Platform with process optimization

Source: Microsoft D365 Licensing Guide June 2026 · Microsoft Learn

About Me

This is pretty much copied from my LinkedIn

I have experience in sales, finance, operations, product, etc roles across three Fortune 20 companies. Work aside, I like to unplug, hang with friends, cycle around Atlanta, and lie on exceptionally nice patches of grass. While technology is a passion of mine, I'd rather not be behind a screen all day. Helping my customers use technology more efficiently makes my 9-5 more enjoyable and worthwhile.

Experience

My foreigner parents always wanted for me to work at big companies. I hope I'm making them proud.

Microsoft Logo
Microsoft
AI Business Process Sales • July 2020 • Atlanta, GA

Learns about customers' business challenges, brings in appropriate technical resources, collaborates with leadership to align on a path forward (scope, success metrics, timelines, etc), and proposes compelling buying options to customer executives.

JnJ Logo
Johnson & Johnson
Procurement LDP • Summer 2019 • Titusville, NJ

Spent a summer of my life in procurement, chasing around business leaders for their opinions on a project they neither cared nor had a forward-thinking vision about, but for which somehow had $200M of budget. Lamest summer of my life.

GE Logo
General Electric
Lead engineering analyst • 2015 - 2018 • Atlanta, GA

Worked on modeling GE's long-term gas turbine service agreements and learned everything from how a turbine is manufactured, shipped, installed, and maintained to the complex accrual accounting that goes into tracking the asset's profitability to GE.

Education

I've never used any of this a day in my career. Mom and dad are not too proud.

GaTech Logo
Georgia Institute of Technology
December 2019, MBA
  • Supply Chain Management Concentration.
  • Lean Six Sigma Green Belt certified.
  • Led team of MBAs, JDs, and a PhD in TI:GER program.
  • Semi-finalist in two regional case competitions.
Duke Logo
Duke University
May 2015, BSE
  • Biomedical Engineering, with focus on Biomechanics.
  • Pratt Fellow at Duke BioInjury Lab.
  • Messed up my knees playing club sports.