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Microsoft Copilot

March 1, 2024 by in About Microsoft Dynamics 365
Microsoft Copilot

What is Microsoft Copilot?

Microsoft Copilot is an artificial intelligence (AI) assistant. AI, or Artificial Intelligence, refers to the simulation of human intelligence in machines that are programmed to think and learn like humans. It encompasses a broad range of techniques, algorithms, and technologies that enable machines to perform tasks that typically require human intelligence.

The first significant AI tool brought to market was ChatGPT developed by OpenAI. ChatGPT was launched in June 2020 and gained significant news coverage and fanfare. ChatGPT was not the first AI tool, in fact the earliest notable AI tool was developed in 1955. AI has been used in many applications over the years and you have likely used AI without even knowing it. For example, when you search the internet using Bing or Google, as you type there are suggestions being displayed in real-time and powered by AI.

Microsoft Copilot is a suite of artificial intelligence tools that are embedded in Office 365 (now named Microsoft 365) and Dynamics 365. Copilot is available in Outlook, Teams, Word, Excel, PowerPoint, Dynamics 365 and others. Copilot is even available in Power Apps and can build an app for you just by describing the app. you need. 

Basically, you ask Copilot to do things for you or to answer questions including questions about your own data (example: tell me our top lead sources for February).

Available Microsoft Copilot Apps & Pricing

Previously there were a myriad of Copilot apps under various names that were separate (one in Teams, Outlook, Dynamics 365…). Thankfully Microsoft has centralized all Copilot AI apps under a few main offerings:

Microsoft 365 Copilot – $30 per user/month (or $360 on an annual subscription) to add Copilot to an existing Office 365 (now named Microsoft 365) subscription. Copilot does not come with any Microsoft 365 subscription. Microsoft 365 Copilot includes all the Microsoft 365 Copilots (Teams, Word, Outlook, OneNote, PowerPoint, Excel, and other Microsoft 365 apps)

Microsoft Copilot for Sales – Included with Dynamics 365 Enterprise license or $50 per user/month – Includes Microsoft 365 Copilot (above) and integrates with Salesforce.com (and Dynamics 365 of course). 

    • Comes with D365 Sales Enterprise license
    • Add to D365 Sales Professional License – $30/u/m
    • Add to Salesforce – $50 per user/month

Microsoft Copilot for Service – Included with Dynamics 365 Customer Service Enterprise license or $50 per user/month.

  • Comes with D365 Customer Service Enterprise licensing
  • Add to Dynamics 365 Customer Service Professional License – $30/u/m

Top 5 Things You Can Ask Microsoft Copilot To Do Today

Below is our top 5 list of things you can ask Copilot to do for you today. Do you have any additions? Let us know in the comments!

Summarize an Email

With the Copilot for Sales installed in Outlook, emails are automatically summarized for you highlighting key points and any action items mentioned. 

Microsoft Copilot

Write Emails For You

Copilot can draft emails either in response to an email you received (contextual response) or draft new emails like the example below:

Find Emails For You (and it's better than the Outlook search!)

Copilot can find emails for you and we find it is better than the Outlook search! Ask for all emails from someone, about a specific subject:

Microsoft Copilot Find Emails

Summarize Meetings

Microsoft Copilot can provide detailed summaries of meetings conducted in Microsoft Teams provided you record the meeting. Below I ask Copilot to summarize a meeting I had with a client on Wednesday about their Power-CRM project. 

After it provided the summary I then asked for any action items mentioned. Notice how you can interact with Copilot much like speaking to a person:

Microsoft Sales Copilot

Microsoft Sales Copilot is an AI assistant for sales professionals to help them perform tasks, get answers using data, and more. Sales Copilot is embedded in all the tools sales professionals use including Outlook, Teams, Word, Excel, and both Dynamics 365 and Salesforce.com. 

Watch the below video to see what Sales Copilot can do for you!

Attend Our Microsoft AI Tools Training Session (On Demnand)

Learn about Microsoft Copilot and other AI tools including ChatGPT and Bing Chat by attending our on demand training session.

Strava Technology Group is a leading Microsoft partner focused on Microsoft cloud software and solutions. We have 20+ years of experience helping organizations achieve success with CRM and Microsoft cloud technology. Need a CRM solution to power your business? Talk to one of our experts!

Get Expert Help to Deploy Microsoft Copilot AI

About David Buggy

David Buggy is the Founder & President of Strava Technology Group, a NJ based top Microsoft partner and one of the most experienced partners in the Microsoft channel on Customer Relationship Management. David is a veteran of the CRM industry with over 20 years of experience helping businesses successfully adopt and manage Customer Relationship Management solutions. David and his team have helped hundreds of organizations including Salvation Army, Stuart Haas Racing, and Penn State University plan, implement and support CRM initiatives. To learn more about Strava Technology Group visit www.stravatechgroup.com.

    Microsoft Dynamics 365 Partner Consultant

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