What is Microsoft Copilot?

Microsoft Copilot is an AI-powered solution that will integrate with your existing Microsoft solutions, allowing you to streamline work and free up time for your team. It’s an OpenAI technology that Microsoft is heavily investing in its services and software, including:

Copilot logo

Microsoft 365 Copilot

Incorporates AI tools in familiar productivity applications like Word, Excel, PowerPoint, Outlook, and more –  This is your Copilot foundation

Dynamics 365 Copilot

Utilize AI tools to streamline customer relationship management (CRM) and enterprise resource planning (ERP) tasks

Copilot for Power Platform

Copilot integrates with Power Apps, Power Automate, and a new AI builder. It also comes with Copilot Studio, which now houses Power Virtual Agents

AI-powered tools and natural language processing are a powerful option to use in all of your Dynamics 365 systems. Learn how Copilot can increase efficiency for you.

Copilot for Microsoft 365 – AI In Your Everyday Applications

Copilot for Microsoft 365 is the foundation of these new AI-powered tools. It brings the power of AI to Microsoft 365 applications that you use every day, including:

microsoft 365 copilot logo
  • Teams – You can ask Copilot to summarize meetings and identify key points. This allows you to take the most important information from a meeting and easily turn it into action.
  • Outlook – Copilot helps you keep your most important and time-sensitive emails in your immediate view. It can also summarize email threads, draft replies, and pull data from other apps.
  • Word – Use Copilot to draft documents based on data in your system with the proper branding in place.
  • Excel – Make sense of your data by asking Copilot to analyze it for you. You can ask Copilot to show you data trends, create visualizations, and drill down on the specifics of your data.
  • PowerPoint – Copilot eliminates the need to compile all of your data, and time spent on writing and proofreading when creating a presentation from scratch. You can use natural language to ask Copilot to create a visually appealing presentation in minutes.

Using AI within these apps streamlines task completion, automates workflows, and increases collaboration across your organizations.

Video Resources

How Your Business Can Effectively Use Microsoft Copilot

Exploring Copilot for Microsoft 365: Tips for Saving Time and Money

Cloud Business Systems = Opportunity

What’s the Key to Digital Transformation for Your Business? Get on the Connected Cloud

Securing the Future of Business – Dive into the Microsoft Cloud Advantage

Dynamics 365 Copilot – Increased Efficiency in Sales, Marketing, Service, and Business Processes

With Copilot, you can now use AI-powered tools and natural language processing in all of your Dynamics 365 systems. It’s built natively into your cloud-based systems and can be utilized by all members of your team.

Microsoft Copilot is available in nearly every aspect of your Dynamics 365 ERP and CRM systems. AI empowers your team to streamline efficiency and focus on the most important aspects of their jobs in the these areas:

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Dynamics 365 Sales

Create email summaries, pull product and client details from your CRM to your ERP, automate communications, reduce time spent on repetitive day-to-day tasks with Copilot for Dynamics 365 Sales.

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Dynamics 365 Customer Service

Copilot for Dynamics 365 Customer Service can draft responses to customer inquiries based on context, suggest knowledge-based articles, create AI-powered chatbots, and catalog and display case history to give your sellers everything they need to do their jobs at their fingertips.

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Dynamics 365 Customer Insights - Journeys

Copilot for Dynamics 365 Customer InsightsJourneys can help your marketing team create segments, draft marketing materials, and create engaging branded emails. Copilot will make suggestions or your team can describe what they need using natural language.

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Dynamics 365 Business Central

Copilot for Dynamics 365 Business Central enables your team to improve performance by using AI to help with their day-to-day tasks. It provides marketing text suggestions, helps with financial tasks, and integrates AI with AL solutions.

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Dynamics 365 Finance and Operations

Copilot for Dynamics 365 Finance and Operations streamlines administrative tasks, helps create reports, saves your finance team time, automates processes, and uses project manager to aid in risk assessment and mitigation planning.

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Dynamics 365 Supply Chain Management

Add chatbots to your apps and websites, make smarter purchasing decisions, summarize purchase orders, and use natural language to get assistance for multiple processes are a few of the features in Copilot for Dynamics 365 Supply Chain Management.

Licensing Requirements for Microsoft Copilot

There are various licensing requirements you need to use Copilot in your various Microsoft solutions. Get in touch with our licensing team for more information.

Woman using Copilot on a laptop

Microsoft Copilot and the Power Platform

The Power Platform already brings a heightened level of automation and creativity to your business processes. When combined with AI, you can take that a step further. Copilot will further streamline the already efficient tools included with the Power Platform. Let’s take a look at some of them:

Copilot for Microsoft Fabric – in Power BI

Copilot can help you create reports, summarize pages and documents, create visuals of text summaries, and enhance the Q&A visual with synonym suggestions. This feature is in public preview for those who have a paid SKU (F64 or higher, or P1 or higher) in certain geographical regions. It will be officially released in March 2024.

Power Virtual Agents – Now Part of Copilot Studio

Chatbots are at the forefront of many customer service processes. They are often the first line of defense in customer service and can often address customer inquiries before a live agent has to get involved.  Copilot empowers you to use AI with your chatbots to help them be more conversational, access more data sources within your system, and provide service in multiple languages.

Copilot for Power Automate

Power Automate is already a great tool that can help ease the flow of business processes. With the addition of Copilot, you can now use natural language authoring to ask it to design cloud flows for you. This also supports other enhancements like additional actions, connectors, geo-availability, parameter filling, and improved explainability.

Copilot for Power Pages

You can enhance and integrate chatbots into private websites to enable private testing and authenticated content retrieval. This can be beneficial to your team as they can ask the chatbot a question and receive responses from knowledge articles and other data within your system. You can also ask Copilot for insights on your website instead of having to manually search for them. Additionally, you can use natural language requests to create internal or external facing websites.

Copilot for Power Apps

Copilot can help you develop power apps uniquely tailored to your business and your team. Some of the main features include:

  • Input text generation
  • Express design from design and figma files
  • Automating the creation of useful deployment notes
  • Build and edit Power Apps in the Power Apps studio
  • View app descriptions in the list
  • Use natural language to write formulas

Setting Up Copilot – How to Prepare Your Organization for AI

While it might seem like using Copilot is a breeze, there are things your organization should do to ensure you have the proper security and access measures in place to use it to its full potential. This includes:

  1. Having a well-thought-out Identity and Access to Management strategy to manage access and permissions for your users
  2. Classifying your data and assessing governance to control the flow of data in your system, ensuring team members only access the data they need to do their jobs
  3. Configuring and deploying Copilot properly and making sure you have the right licenses in place for all of your users to properly access and optimize Copilot
  4. Getting your team on board by having conversations with them about Copilot, highlighting how it will be rolled out, how it will be used, and how it will benefit them. Creating a training plan and ensuring your team interacts with it are vital for a successful Copilot deployment.

Stoneridge Software can help you with the pre-work before using Copilot in your organization with a diverse array of offerings.

Microsoft Copilot Stoneridge Software Offerings

Microsoft Copilot Frequently Asked Questions

It’s natural with a new technology to have questions. Our team is here to help you with any AI or Microsoft Copilot-related inquiries you have. Check out the handy list of FAQs below. If you have a question that isn’t on the list, please reach out to our team and a Stoneridge expert will be happy to assist you.

What can I do with Copilot?

Microsoft Copilot serves to optimize and streamline your business processes in several dynamic ways:

  • You can use Microsoft Copilot generative AI service with data from the public web in the Bing search index. This version of Copilot is free. You can use it to help write content, generate ideas, create images, ask questions, search the web, and more. You just ask Copilot a question and it will give you an answer.
  • Copilot for Microsoft 365 integrates with the applications you use daily, such as Microsoft Teams, Word, Outlook, PowerPoint, Excel, and more. You can use new AI functionalities in these apps to create presentations, develop appealing data visualizations, automate email generation, create summaries,  and more. It saves your team valuable time, allowing them to focus on work that drives your business forward.
  • In Dynamics 365, you can use Copilot to enhance many business processes in your ERP and CRM systems. This includes:
  • In the new Microsoft Copilot Studio, you can create custom Copilots and chatbots tailored to your business. In this studio, you can:
    • Customer Copilot for Microsoft 365, giving you increased control by letting you set responses to scenarios your team might ask Copilot about.
    • Create custom Copilots and chatbots tailored based on your data and can answer questions and inquiries from your team or customers.
    • Use a connected platform, as Copilot Studio is built on the foundation of existing AI tools like Power Virtual Agents. It also operates with Azure AI studio and more.

Are there pre-requisites if I want to use Copilot in my CRM and/or ERP systems?

If you want to use Microsoft Copilot in your Dynamics 365 CRM or ERP systems, you need to have licenses for Copilot in Microsoft 365. If you want more information, contact Stoneridge and our licensing team can help you decipher what you need to implement Copilot.

Can I do a Proof of Concept, and who would be the best fit to champion Copilot for my organization?

You can for certain aspects of Copilot. For example, the free Copilot is there for you to try at any time. Copilot Pro comes with a free trial that you can get by contacting Stoneridge Software. However, Microsoft Copilot for Microsoft 365 and Dynamics 365 is not available for a free trial. That doesn’t necessarily mean you can’t find out if its right for your business.

Stoneridge’s cloud consulting team will sit down with you and your team to go over your environment and ensure you and your users are ready for a Copilot implementation.

Do I have a minimum spend with Copilot?

The answer to this question is a little more complex than it seems. If you want to use the regular Copilot, it is free. You can upgrade to Copilot Pro for $20 per user per month. Meanwhile, you can get Copilot for Microsoft 365 for $30 per user per month. With Copilot for Dynamics 365, you pay an additional $20 per month per user on top of the $30 for Microsoft 365 Copilot.

At the end of the day, it depends on your business needs.

Are there any risks I should be aware of?

It’s important to be aware of what data your team is using in Microsoft Copilot, especially the free version. Stoneridge can help you guard against the inadvertent disclosure of sensitive information by helping you set up a solid security, identity, access management, and data protection processes.

What is the difference between Copilot and Copilot Studio?

Microsoft Copilot is an every-day tool that leverages AI to help you streamline your day-to-day business processes in various applications. Whereas in Microsoft Copilot Studio, Microsoft Copilot Studio, you can create custom Copilots and chatbots tailored to your business. In this studio, you can:

  • Customize Copilot for Microsoft 365, giving you increased control by letting you set responses to scenarios your team might ask Copilot about.
  • Create custom Copilots and chatbots tailored based on your data and can answer questions and inquiries from your team or customers.
  • Use a connected platform, as Copilot Studio is built on the foundation of existing AI tools like Power Virtual Agents. It also operates with Azure AI Studio and more.

Can I integrate Copilot with my Power Platform?

Yes. Copilot integrates with the different aspects of the Microsoft Power Platform to allow you to use AI to streamline more processes. This includes:

  • The ability to use natural language requests to let Copilot help you build a Power App or Power Page
  • A similar function with automating the creation of workflows in Power Automate
  • Asking Copilot to help you retrieve data or build visuals in Power BI
  • And more

Get in touch with us today to see how Stoneridge Software can help you navigate new AI strategies and start your Microsoft Copilot journey.

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