Microsoft Copilot
AI assistant for Microsoft 365 and Dynamics 365
AI assistant for Microsoft 365 and Dynamics 365
Microsoft Copilot is an AI assistant that works across Microsoft 365 apps (Word, Excel, PowerPoint, Outlook, Teams) and Dynamics 365. It uses large language models to help users draft content, summarize documents, analyze data, prepare for meetings, and automate routine tasks.
Copilot is not a single product but a family. Microsoft 365 Copilot is the one most companies mean when they say 'Copilot'. Dynamics 365 has its own Copilot features (sales email drafting, case summaries, financial analysis) that are specific to each D365 app. There are also specialized Copilots for Sales, Service, Finance, and Supply Chain.
All of these sit on top of Microsoft Graph (your Microsoft 365 data) and Dataverse (your Dynamics 365 data), meaning Copilot can answer questions and produce output grounded in your actual business information, not just generic training data.
Summarize long email threads, draft replies, and catch you up on what you missed while out of office.
Draft documents from prompts, rewrite sections, summarize long docs, and expand bullet points into full text.
Analyze data, create charts from prompts, write formulas, and surface trends without pivot tables.
Summarize meetings, draft action items, and answer questions about past chats and channels.
App-specific features: Sales email drafting, Customer Service case summaries, Finance document matching, and more.
Build custom AI agents that plug into your business data, actions, and workflows.
Microsoft Copilot is powerful, but there are common pitfalls we see every day.
Copilot reads from your Microsoft 365 tenant, which means oversharing in SharePoint or Teams becomes immediately visible. Many companies discover permissions problems only after rolling Copilot out.
Microsoft 365 Copilot is $30/user/month on top of existing licenses. Justifying that cost requires measuring actual productivity gains, not just anecdotes.
Copilot works best with well-formed prompts. Users who treat it like a search engine get poor results and give up. Training matters.
Copilot can produce confident-sounding but incorrect answers, especially for numerical or policy questions. Users need to verify, not trust blindly.
We support it every day. Reach out and we will route you to the right expert.
Get In Touch →Microsoft 365 Copilot is $30/user/month, with a 300-user minimum at launch that has since been lifted. It is an add-on, meaning users need a qualifying Microsoft 365 license (Business Standard, E3, E5, or similar) before adding Copilot.
Both are powered by OpenAI technology, but they are different products. ChatGPT is a general-purpose consumer AI. Microsoft Copilot is grounded in your business data (emails, files, CRM records) and runs inside the apps you already use. Your data in Copilot is not used to train public models.
Microsoft 365 Copilot works across Word, Excel, Outlook, Teams, and PowerPoint. Dynamics 365 Copilot features are specific to each Dynamics 365 app (Sales, Customer Service, Finance, etc.) and are included at different tiers depending on the app and license. They are complementary and licensed separately.
Microsoft 365 Copilot went generally available in late 2023 and has matured significantly. Most enterprise customers are now past pilot and into broader rollouts. The key success factors are data governance readiness, user training, and choosing the right initial use cases.