Lisa White’s Post

Big news for Microsoft 365 Copilot users Starting in October 2025, subscribers will gain access to role-based Copilots for Sales, Service, and Finance — at no extra cost. Until now, these specialized Copilots came with an additional $20 fee on top of the $30/month M365 Copilot license. With this update, every M365 Copilot customer will be able to leverage: 🔹 Copilot for Sales – Access and update CRM records directly via AI 🔹 Copilot for Service – Automate support workflows and enhance customer interactions 🔹 Copilot for Finance – Tap into ERP systems, generate reconciliation reports, and streamline financial planning This move significantly lowers the barrier for organizations to integrate AI into critical business functions — expanding adoption from productivity apps like Word, Teams, and Outlook into the core of revenue, service, and financial operations. 📌 At the same time, Microsoft continues to diversify its AI stack, adding Anthropic’s models alongside OpenAI’s, while also developing its own (such as MAI-1). This shows a clear strategy: reduce reliance on a single vendor and build a more resilient AI ecosystem. 👉 For enterprises, this means greater value, more functionality, and a broader scope of AI-driven transformation — without additional cost pressures. 💡 Question to my network: Which of these role-based Copilots — Sales, Service, or Finance — do you see delivering the fastest ROI in your organization? #ai #microsoft365 #copilot #digitaltransformation #futureofwork #enterprisetech

✨ New AI Superpowers in Microsoft 365 Copilot – at no extra cost! 🤖 Copilot already empowers 100M+ users and 70% of the Fortune 500. Now, we’re bringing role-based AI solutions for Sales, Service & Finance—included for Microsoft 365 Copilot customers. 💼 Sales – Prep meetings with instant CRM insights, track deals at risk, and update records in Outlook & Teams. Sell smarter, not harder. 🎧 Service – Summarize cases instantly, draft personalized responses, and update CRM without switching windows. Faster support, happier customers. 💰 Finance – Automate reconciliations, detect anomalies, draft reports, and transform ERP exports into insights—directly in Excel & Outlook. 🚀 Starting October 2025, these role-based solutions will be available for installation in the Copilot Agent Store—helping teams work smarter, faster, and with zero extra cost. 👉 All details: https://lnkd.in/egHYQqTu #Microsoft365 #Copilot #AI #FutureOfWork #Productivity #Innovation #Sales #CustomerService #Finance #DigitalTransformation

Empower your support team: Watch junior agents transform into customer service superstars with Microsoft #Copilot in Dynamics 365 Customer Service. Discover how #AI amplifies their capabilities and boosts productivity. See the game-changing results here: @Microsoft-Dynamics 365

Is your business only running on systems of record or is it powered by intelligence?   Manual processes, delayed forecasts, and fragmented data often slow down decision-making when speed matters most. That is where AI in Microsoft Dynamics 365 Business Central changes the game.   From automating reconciliations to predicting cash flow, demand, and customer behavior, AI in Business Central turns everyday operations into proactive, precision-driven growth opportunities. It is not about working harder, it is about working smarter with built-in intelligence.   In our latest blog, discover how features like Copilot, Azure AI, and Agentic AI are helping SMBs save time, cut errors, and make confident, data-driven decisions.   Read more: https://lnkd.in/d8qzxgkw ERP Software Blog is a trusted platform where Microsoft Dynamics experts share real-world insights, best practices, and AI-driven tips to help you make smarter business decisions.   #AIinBusinessCentral #BusinessCentral #DigitalTransformation #MicrosoftDynamics #Automation #Forecasting #IntechSystems

🚀 AI just got a promotion. Microsoft is pushing the frontier of AI in work by adding role-based capabilities for sales, service, and finance professionals into Microsoft 365 Copilot. Recognizing that these roles are critical engines for revenue, customer satisfaction, and financial insight, Microsoft has built new tools so that the right intelligence shows up exactly where those teams need it most. For sales people, that means Copilot will tap into CRM data, recent communication history, and insights about opportunities so meetings, deal-risk assessments, and plan building happen in context - without endless app switching. Service teams will benefit by getting case summaries fast, drafting customer-facing responses with the background they need, and updating records more seamlessly. Finance pros get ERP‐connected data in their Excel or Outlook workflows, tools for reconciliation, variance analysis, anomaly detection, and preparing reports more quickly. These tools are made possible through integration with leading CRM (like Dynamics 365, Salesforce) and ERP platforms (including SAP), tying enterprise systems into Copilot’s flow. Starting in October 2025, these role-based Copilot “agents” will be available via the Microsoft 365 Copilot Agent Store. 📣 Want to learn more about these updates - or discover power of AI for your business? Get in touch with our team at squalio@squalio.com - we are ready to tell you more! #MicrosoftCopilot #AI

We’re not just adding AI to ERP — we’re making AI a co-worker. 🤝 By mainstreaming AI, we embed Microsoft Copilot, automation, and industry-specific autonomous agents into every Dynamics 365 rollout. Our approach doesn’t just modernize ERP — it aligns directly with Microsoft’s FY26 vision and gives customers access to up to $50K in funding incentives, accelerating adoption while lowering costs. 👉 Read the full one-pager to see how we mainstream AI: https://lnkd.in/dNpA7YFu #MainstreamingAI #MicrosoftPartner #AIFirstPartner #Dynamics #Copilot #ModernERP

🤖 ERP isn't just software anymore—it's your digital teammate. The traditional "set it and forget it" ERP mindset is officially dead. In 2025, the most successful organizations are those treating their ERP as an intelligent business partner, not just a back-office system. Here's what separates leaders from laggards: ❌ Legacy thinking: ERP handles transactions ✅ AI-powered reality: ERP predicts, prevents, and optimizes ❌ Reactive approach: Wait for problems to surface ✅ Proactive intelligence: Forecast risks before they impact operations ❌ Manual processes: Humans doing repetitive tasks ✅ Intelligent automation: AI agents handling routine work while humans focus on strategy At Intwo, we've helped organizations (and will continue to help more) to unlock 106% ROI by transforming their legacy systems into AI-powered business ecosystems with Microsoft #Dynamics365. Our clients aren't just upgrading software—they're reimagining how work gets done. The game-changer? Microsoft #Copilot integration that turns complex ERP data into conversational insights. Imagine asking your ERP: "What's driving our margin decline this quarter?" and getting actionable answers in seconds, not hours. For leaders ready to make this leap: ✨ We offer AI Readiness Assessments to map your transformation roadmap ✨ Access to up to $50,000 in Microsoft incentives to accelerate adoption ✨ Proven methodologies from 288+ successful implementations Question for the community: What's the biggest operational challenge you're facing that traditional reporting can't solve? Let's discuss how AI might change the game for your industry. P.S. - If you're still running NAV, GP, or QuickBooks, let's talk about your modernization journey. The future of business operations is here. #ERP #ArtificialIntelligence #MicrosoftDynamics365 #DigitalTransformation #BusinessAutomation #CustomerSuccess

📢 What is Microsoft AI Copilot — and why is it a game-changer for businesses? AI Copilot is not just another tool — it’s an intelligent assistant built inside Microsoft Dynamics 365 that helps employees across sales, finance, operations, and customer service work faster and smarter. 🔎 How it helps your business: Sales Teams: Get AI-driven insights, automate follow-ups, and forecast more accurately. Customer Service: Deliver faster responses with AI suggestions and case summaries. Finance: Simplify reporting, reduce errors, and gain real-time visibility into numbers. Operations & Retail: Predict demand, optimize inventory, and enhance customer experience. ✨ The result: less time on manual tasks, more time driving growth and innovation. 👉 The future of work isn’t coming — it’s already here. Are you ready to put AI to work for your team? #AICopilot #MicrosoftDynamics365 #DigitalTransformation #FutureOfWork #InfoSys #Productivity

Microsoft 365 Copilot is leveling up. Customers will now get access to AI assistants built specifically for Sales, Service, and Finance, bringing Copilot deeper into the workflows that drive business results. Why this matters: Copilot is moving beyond productivity (emails, docs, meetings) into core business functions. Sales teams can streamline outreach and pipeline management. Service teams can resolve issues faster with AI-driven insights. Finance teams can automate reporting and analysis to save hours. Here is the catch: rolling out AI at this scale means rethinking security, compliance, and data governance. AI tools add value when they are implemented responsibly otherwise they can become large risks. 👉 Read the full article here: https://lnkd.in/gnUR-EWx #Microsoft365 #Copilot #ArtificialIntelligence #DigitalTransformation #ManagedITServices #TSRSolutions

Exciting News from #Microsoft365 #Copilot! ✨ Microsoft has introduced a role-based #AI solutions for Sales, Service, and Finance designed to help organisations. Here are some of the new highlights: ✴️ Sales: Get AI right where you work. Now you can ask Copilot to pull up CRM opportunity details, recent communications, or company insights. You can even ask for help drafting a plan to close a deal, flag deals at risk, or update records. ✴️ Service: Save time and deliver better experiences. Copilot now helps by summarising cases, drafting customer-emails, surfacing contextual info so you do less switching between windows. ✴️ Finance: It’s more than just numbers. New features bring ERP data into Copilot, Outlook, and Excel so teams can draft messages with account and payment history, speed up reconciliation, spot anomalies, and prepare variance reports. These tools will be available via the Microsoft 365 Copilot Agent Store starting October 2025.