Microsoft Copilot Services - Empower Departments

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• Save 1–2 hours per seller per day on admin tasks
• Improve forecast accuracy with automated pipeline hygiene
• Faster onboarding for new sellers with role-specific guidance
• Seamless integration with Dynamics 365 and Salesforce
• Secure, governed deployment  aligned with Microsoft best practice

Copilot for Sales embeds Microsoft 365 Copilot AI into Outlook, Teams, and your CRM, transforming the way sellers work.

It’s designed for organisations that rely on Dynamics 365 or Salesforce and want to drive productivity, improve CRM data quality, and close deals faster — without compromising governance or compliance.

• Increase revenue through improved win rates and conversion
• Boost CRM data quality with automated updates
• Cut seller admin burden, freeing up 20–30% more selling time
• Shorten ramp-up time for new sellers by 25–40%
• Enhance customer experience with faster, more tailored interactions

• Readiness assessment & CRM integration
• Security & compliance baseline (DLP, labels, retention, audit)
• Pilot deployment for 50–100 users
• Role-based prompt libraries (BDR, AE, Manager, CS)
• Training packs & comms templates for adoption
• Success dashboards & adoption metrics
• Enterprise rollout runbook & scaling plan

1. Readiness & Planning – confirm licensing, assess CRM,     baseline security
2. Pilot Deployment – enable Copilot, connect CRM, train pilot users, track outcomes
3. Scale Rollout – expand to wider teams, refine policies, optimise governance
4. Operate – monthly health checks, policy updates, roadmap alignment, enablement refresh

• Starter Pilot - CRM connection, 50 users, training, success review
• Scale Program - governance refinement, 250–1,000 users, adoption program
• Enterprise Rollout - multi-region, advanced security, bespoke integrations
• Operate - monthly health, prompt updates, roadmap alignment

• AI-powered assistance for service agents in Dynamics 365 and Teams
• Faster case resolution and reduced average handling times
• Integrated with knowledge bases and customer histories
• Modular rollout from pilot to enterprise contact centres
• Secure, compliant, and industry-aligned deployment

Copilot for Customer Service enhances case management, agent productivity, and customer satisfaction with AI-driven prompts and contextual support.

It is designed for contact centres, service desks, and organisations with customer support operations that want to boost efficiency and consistency while maintaining compliance.

• Reduce case resolution times by 20–40%
• Increase first-contact resolution with contextual AI prompts
• Improve agent onboarding and training with embedded guidance
• Enhance customer satisfaction scores with faster, more consistent service
• Optimise knowledge base usage with AI-surfaced answers

• Service readiness and licensing assessment
• Copilot integration into Dynamics 365 Customer Service and Teams
• Knowledge base and CRM integration for contextual AI responses
• Role-specific prompt libraries for agents, supervisors, and managers
• Training packs and adoption comms for service teams
• Customer service dashboards for success tracking
• Scaling and governance runbook

1. Readiness & Planning – confirm licensing, assess   CRM/knowledge base, design pilot scope
2. Pilot Deployment – configure Copilot for a group of agents, deliver training, measure efficiency improvements
3. Scale Rollout – expand to all service teams, refine prompts, embed dashboards
4. Operate – ongoing support, prompt library updates, roadmap alignment

• Starter Pilot - 25–50 agents, basic CRM/knowledge base integration, success review
• Scale Program - 200+ agents, advanced prompt libraries, adoption program
• Enterprise Rollout - multi-contact centre deployment,  industry compliance, advanced automation
• Operate - monthly prompt updates, new use cases, support health checks

• AI assistance across Dynamics 365 apps (Sales, Service, Finance, Supply Chain)
• Automated record updates, insights, and forecasting
• Context-aware Copilot prompts for every role
• Secure governance and compliance configuration
• Modular rollout across business units or enterprise 

Copilot for Dynamics 365 integrates AI into core CRM and ERP workloads. From drafting sales emails to generating financial summaries, Copilot accelerates workflows across multiple business domains.

It is designed for organisations running Dynamics 365 who want to embed AI across their customer and operational processes.

• Improve sales forecasting and pipeline accuracy
• Enhance customer service with faster, AI-powered case resolution
• Increase finance productivity with automated reporting and analysis
• Optimise supply chain with predictive insights and scenario modelling
• Drive adoption of Dynamics 365 by embedding AI into daily workflows

• Dynamics Copilot readiness & licensing assessment
• Secure configuration of Copilot across Sales, Service, Finance, Supply Chain
• Governance baseline with DLP, retention, sensitivity labels
• Role-based prompt libraries tailored to departments (Sales, Finance, Ops, HR)
• Training packs and adoption comms for end users
• Dashboards for usage and adoption success metrics
• Scaling and governance runbook for enterprise rollout

1. Readiness & Planning – review Dynamics workloads, confirm licensing, assess governance
2. Pilot Deployment – enable Copilot for one Dynamics module (e.g., Sales or Finance), train users, measure results
3. Scale Rollout – expand to multiple modules, refine prompts, adopt governance dashboards
4. Operate – provide roadmap alignment, governance updates, adoption refreshers

• Starter Pilot - enable Copilot for one Dynamics module, 50–100 users
• Scale Program - extend across 2–3 modules, role-specific prompts, adoption program
• Enterprise  Rollout - organisation-wide rollout across multiple      modules, advanced governance, integrations
• Operate - monthly governance reviews, new use cases, roadmap alignment

• Accelerate threat detection and incident response with AI-powered analysis
• Reduce analyst fatigue by automating repetitive security tasks
• Strengthen compliance with integrated audit and reporting capabilities
• Deploy securely with Microsoft-recommended governance frameworks
• Scalable for SMBs, mid-market, and global enterprises 

Copilot for Security integrates with Microsoft 365 Defender, Sentinel, and Purview to enhance security operations with AI-driven context and recommendations.

It is designed for Security Operations Centres (SOCs), compliance teams, and IT leaders who need faster detection, richer insights, and improved resilience against evolving cyber threats.

• Improve mean-time-to-detect (MTTD) and mean-time-to-respond (MTTR)
• Reduce analyst workload by 30–50% through automated investigations
• Enhance compliance reporting with Copilot-generated summaries
• Increase resilience with AI-driven security insights and playbooks
• Unlock Microsoft Security investments with faster ROI 

• Security readiness assessment (licensing, maturity, threat landscape)
• Integration of Copilot into Microsoft 365 Defender, Sentinel, Purview
• Security governance & compliance baseline (policies, retention, audit)
• Role-based prompt libraries for SOC analysts, incident responders, compliance officers
• Training packs & comms templates for SOC adoption
• Security dashboards & reporting frameworks
• Scaling plan for enterprise-wide coverage

1. Readiness & Planning – assess security maturity, confirm licensing, baseline governance
2. Pilot Deployment – enable Copilot in Defender & Sentinel for a defined SOC cohort, train analysts, measure impact
3. Scale Rollout – expand integration across all security workloads, embed playbooks, refine response automation
4. Operate  – continuous updates, playbook improvements, compliance reporting, roadmap alignment

• Starter  Pilot - SOC readiness assessment, pilot in Defender & Sentinel, analyst training
• Scale Program - extended workloads (Purview, Identity),      automation refinement, adoption support
• Enterprise Rollout - multi-region deployment, advanced incident response playbooks, custom connectors
• Operate - ongoing tuning, playbook updates, monthly security posture reviews