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Introducing Microsoft Copilot for Finance

Microsoft Copilot for Finance

A Microsoft Excel spreadsheet that has cells highlighted with a summary generated by Copilot for Finance that describes the potential reasons behind the variance. Web Print

Use AI to quickly analyze variances and better understand root cause.

A Microsoft Excel spreadsheet that has a Copilot-generated summary report highlighting one unmatched transaction. Web Print

View AI-generated reconciliation summary to quickly identify missing transactions or invoices. 

An email opened in Microsoft Outlook that shows customer details like aging history and outstanding invoices pulled from company ERP records. Web Print

Access customer and ERP records directly in Microsoft Outlook.

An email draft opened in Microsoft Outlook that shows Copilot-generated text and customer-related insights. Web Print

Use AI-generated email drafts to quickly follow up with customers.

Microsoft Copilot for Sales

An e-mail opened in Microsoft Outlook with Copilot for Sales enabling the editing of contact record details, copying the link to the record, or opening in your CRM. Web Print

Use AI assistance to capture and edit customer and opportunity details in Outlook and sync to your CRM platform.

An active Microsoft Teams call with 4 people to discuss a sales opportunity. Copilot for Sales shows a summary of the opportunity and can surface tips like information about a competitor if mentioned on the call. Web Print

View AI-generated sales tips, related information, and answers to customer’s questions during Teams calls.

An e-mail opened in Microsoft Outlook that shows a summary of the e-mail using Copilot for Sales, with the ability to save the e-mail to your CRM, review key sales info, and suggested actions. Web Print

View an AI-generated summary of a customer e-mail along with sales insights and suggested actions.

Microsoft Copilot for Service

The Copilot for Service portal landing page with prompts and resources for connecting to knowledge sources, customizing and configuring copilots, and deploying copilots to agents. Web Print

Connect to knowledge sources and configure and deploy copilots to agents in their flow of work.

A view of a Teams call between an agent and customer with Copilot providing insight into active cases. Web Print

In Teams, use Copilot to browse and update CRM records during a meeting.

An email opened in Microsoft Outlook with Copilot providing a draft customer response containing knowledge on the process for extending a warranty. Web Print

In Outlook, use Copilot to summarize and draft emails informed by case summaries and other relevant information from CRM records.

A view of pre-built integrations for Salesforce, ServiceNow, and Zendesk in the Copilot for Service admin portal. Web Print

Access knowledge sources with pre-built integrations for Salesforce, ServiceNow, and Zendesk–and connect to public websites, SharePoint, knowledge base articles, and offline files

An email opened in Microsoft Outlook with Copilot providing the ability to add a contact to a customer record in Salesforce. Web Print

In Outlook, use Copilot to browse and update CRM records, including the ability to add a contact directly to the CRM. 

Microsoft Copilot Studio

A view of the Copilot Studio Overview page showcasing the configuration and test chat capabilities of a Contoso Support Copilot Web Print

Create your own copilot by adding knowledge sources, topics and plugins within Copilot Studio.

Microsoft Copilot for Microsoft 365

The Copilot for Microsoft 365 page showing recommended prompts. Copilot for Microsoft 365 enables users to enhance their creativity, productivity, and skills. Web Print

Connect to knowledge sources, and configure and deploy copilots to agents in their flow of work.

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