Microsoft’s CoPilot Products: What You Need to Know

Since their launch in September 2023, less than a year ago, CoPilot products have undergone significant changes and improvements. This post will give you a brief overview of each of the CoPilot products, their main features, and how they can help you achieve your goals. You will also learn how CoPilot products are not just plug-and-play solutions but require careful planning, preparation, and customization to fit your specific needs and goals.

How CoPilot Can Enhance Your Productivity

Copilot’s AI-powered tools help you solve problems, create content, and research information. Depending on your subscription level, you can access different CoPilot products that suit your needs and preferences. Here are the main CoPilot products and what they can do for you:

CoPilot in a Browser

CoPilot in a browser is a free tool that lets you use AI to chat with Copilot, ask questions, generate content, and more. You can access it as CoPilot in Bing.

CoPilot with Microsoft 365 Standard and Business Licenses

If you have a Microsoft 365 Business Premium or Standard subscription, you can sign in to use CoPilot with an extra layer of security and protect your prompts from unintentional reuse. You can also use AI in productivity apps like Word, Excel, PowerPoint, and Outlook. To learn more, please read our “CoPilot Productivity Apps” article.

CoPilot for Microsoft 365

CoPilot for Microsoft 365 is a premium product that connects to your Microsoft 365 tenant. It can access exclusive information only known to your organization, such as:

  • Data stored in SharePoint and Email
  • Insights from Microsoft Graph

Microsoft CoPilot for Sales and Service: Your AI-Boosted Helpers

Microsoft CoPilot for Sales and CoPilot for Service are AI helpers that can enhance the productivity of your sales and service teams. Here are some of the things they can do for you:

  • Boost Your Productivity
    • CoPilot for Sales can help you save time, generate innovative ideas, build strong customer relationships, and close more deals.
    • CoPilot for Service can work with your contact center’s content sources to provide real-time responses, improving agent productivity and customer satisfaction.
  • Work Smoothly
    • CoPilot for Sales can provide real-time call insights, AI-generated meeting summaries, post-call analyses, and action items in Microsoft Teams. It can also craft contextual email responses, summarize lengthy threads, and create Teams Collaboration Spaces in Microsoft Outlook.
    • CoPilot for Service can integrate seamlessly with your existing workflow, whether that involves the agent console, Microsoft Teams, websites, or other apps.
  • Personalize with Data
    • CoPilot for Sales can use data from CRM platforms, large language models, Microsoft Graph, Microsoft 365 apps, and the Internet to personalize every customer interaction.
    • CoPilot for Service can connect directly to third-party knowledge bases like Salesforce, ServiceNow, and Zendesk. You can choose and manage the content sources that CoPilot for Service uses to provide real-time responses.
  • Streamline Your Workflow with AI
    • CoPilot for Sales can automatically connect external contacts to CRM contacts, streamlining your workflow and improving sales productivity.
    • CoPilot for Service can be extended with Microsoft CoPilot Studio. For example, you can boost your agent productivity even more with powerful CoPilot for Service actions. You can add more custom knowledge sources to the Copilot and set up authentication to ensure only authorized agents can use the Copilot to access information.

Getting Started with CoPilot Products

Like other business applications such as CRM or Accounting software, we recommend the following steps to get started with CoPilot products:

  • Select pilot and use scenarios for a staged rollout.
  • Prepare your tech platform, including data governance and cybersecurity.
  • Set up and configure your unique requirements.
  • Train team members and facilitate adoption.
  • Monitor and optimize performance.
  • Stay on top of the latest updates and changes in the CoPilot products.

With the help of our friendly experts, you can make the most of your CoPilot product and enjoy the benefits of AI. We have extensive experience and knowledge in helping small businesses leverage CoPilot products for their specific needs and goals. We can also provide ongoing support and guidance to ensure your success with CoPilot products.

Ready to Experience the Power of AI with CoPilot Products?

Contact us to attend one of our planning workshops or schedule a one-on-one review. Don’t miss this opportunity to boost your productivity, creativity, and customer satisfaction with CoPilot products!