Microsoft 365 Copilot
Microsoft 365 Copilot is an AI-powered productivity tool integrated into Microsoft 365 applications such as Word, Excel, PowerPoint, Outlook, and Teams. It leverages large language models (LLMs) and Microsoft Graph to provide real-time assistance, enhancing user efficiency and experience.
Key Features
- Content Generation: Copilot can generate drafts of documents, emails, and presentations based on user prompts.
- Data Analysis: In Excel, Copilot assists with data analysis, suggests formulas, and creates visual charts.
- Meeting Notes: In Teams, it summarizes meeting discussions and extracts key points.
- Email Management: In Outlook, Copilot helps organize and prioritize emails.
Recent Enhancements
Microsoft has recently introduced the following advanced AI features to Copilot:
- Python Integration in Excel: Enables users to perform complex data analysis without requiring programming skills.
- Narrative Generator for PowerPoint: Speeds up slide creation by using company-branded templates.
- Conversation Summaries in Teams: Summarizes chat and voice discussions to ensure all questions are addressed.
- Email Prioritization in Outlook: Organizes emails based on user-defined criteria and flags important content.
Privacy and Security
Copilot adheres to enterprise-level security and compliance standards, ensuring data confidentiality. User data is not used for model training.
Availability and Pricing
Microsoft 365 Copilot is available to commercial customers with eligible Microsoft 365 plans, starting at $30 per user per month.
For the most current pricing and availability, please refer to Microsoft’s official website.
Microsoft 365 Sales Copilot
Microsoft 365 Sales Copilot is an AI assistant specifically designed for sales professionals to boost productivity and close more deals. By combining advanced AI technology with sales insights, it integrates seamlessly into Microsoft 365 applications such as Outlook, Teams, and Word, enabling sales teams to work more efficiently in their daily tasks.
Key Features
- Task Simplification: In Outlook, Copilot assists with drafting emails, scheduling meetings, and combining data from CRM platforms with Microsoft Graph to provide intelligent suggestions.
- Personalized Interaction: In Teams, Copilot offers AI-generated sales prompts, relevant information, and answers to customer inquiries, helping sales professionals engage with clients more effectively.
- Workflow Optimization: In PowerPoint, Word, and Excel, Copilot aids in creating promotional materials, meeting preparation briefs, and data visualizations, enhancing overall productivity.
Integration and Compatibility
Sales Copilot seamlessly integrates with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud. It can also be configured to connect with other sales solutions.
Privacy and Security
Copilot adheres to enterprise-level security and compliance standards, ensuring data confidentiality and security.
Access and Licensing
Sales Copilot requires an additional license and is available to customers with Microsoft 365 E3, E5, Business Standard, or Business Premium subscriptions.
Copilot in Business Central
Copilot is an AI-driven assistant designed to enhance creativity and productivity for small and medium-sized businesses while reducing repetitive tasks.
Key Features
- Chat: Users can interact with Copilot using natural language to query business data or receive guidance. For example, ask, “How do I post a sales order in Business Central?” or “Show recent sales orders for Adatum.”
- Data Analysis Assistance: In analysis mode on list pages, Copilot provides interactive data calculations and summaries to help users quickly identify trends and anomalies.
- Electronic Document Mapping: During procurement processes, Copilot matches vendor invoices with purchase order lines, reducing manual data entry.
- Bank Reconciliation: Copilot leverages AI to improve the matching of transactions with ledger entries and suggests ledger accounts, simplifying bank reconciliation workflows.
- Sales Order Line Suggestions: When creating sales documents, Copilot suggests sales order lines based on input or natural language prompts, improving efficiency.
- Marketing Text Generation: Copilot generates compelling marketing descriptions for products, accelerating time-to-market.
Security and Privacy
Copilot is built into the Microsoft cloud, designed to meet enterprise-grade security, privacy, and compliance standards. User interactions with Copilot adhere to data permissions, ensuring data security.
Availability
Copilot is included with the Business Central license at no additional cost.
Configuration and Usage
Administrators can configure Copilot and AI features within Business Central, control data transfers across regions, activate specific functionalities, and assign user permissions. By integrating Copilot, Business Central users can leverage AI to streamline business processes, reduce manual tasks, and focus on more strategic activities.
