Microsoft 365 Copilot expands to Sales, Service, Finance with AI

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

🚀 Microsoft 365 Copilot Expands to Sales, Service & Finance—Starting October 2025 Microsoft is redefining #productivity with new role-based AI solutions in Microsoft 365 Copilot, tailored for sales, service, and finance professionals. These tools embed directly into familiar apps like Outlook, Teams, and Excel to streamline #workflows and unlock smarter decision-making: 💼 #Sales Teams: Prep for meetings, track deals, and update #CRM records—all within your daily tools. 🤝 #Service Teams: Resolve customer issues faster with AI-generated case summaries and emails. 📊 #Finance Teams: Automate reconciliation, perform variance analysis, and clean #ERP data for insights. 🗓️ These role-based solutions will be available via the Microsoft 365 Copilot Agent Store starting October 2025. 👉 Curious how this could transform your team’s productivity? Let’s connect—reach out and let’s explore what #AI can do for your business. 1Rivet Andersen Andersen Consulting Eric Middleton Derek Swank Brian Fenn Gregg Carline Douglas Wood Keegan Stroup Rob McFeaters Chigozie Okorie Alex Corgan Michael Taylor, PMP, CSCP, CSM, ITIL PJ Sawchuk https://lnkd.in/ecQ2w_gv

Exciting news from Microsoft 365 Copilot! Role-based AI solutions tailored for sales, service, and finance professionals are here to boost productivity. With these new capabilities, teams can speed up processes, maintain concentration, and gain valuable insights within CRM and ERP systems. Copilot is revolutionizing business operations, from sealing deals to streamlining financial tasks. Learn more about how Copilot is empowering Frontier teams: https://lnkd.in/eSriiaaV Ajaz Ahmed Siddiqui, Namar Albino, Ciara M., Niamh Breathnach, SHWETA NAUTIYAL. #Microsoft365 #AI #BusinessTransformation

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.

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

https://lnkd.in/gpRGMgDF Reimagining Customer Service with AI & Automation Just explored Microsoft’s Customer Service Scenario Library — a powerful resource for transforming service operations with AI, automation, and data-driven insights. Whether you're looking to: ✅ Reduce case resolution time ✅ Empower agents with intelligent tools ✅ Deliver seamless omnichannel experiences ✅ Or improve customer satisfaction with proactive support This library offers real-world use cases, best practices, and implementation guidance to help teams unlock the full potential of Microsoft technologies like Dynamics 365, Power Platform, and Copilot. If you're in customer experience, service operations, or digital transformation — this is worth a look.

Manufacturers deal with daily complexity: manual order entry, disconnected systems, constant reporting, and limited visibility across operations. These challenges waste time, create errors, and slow growth. With Microsoft Dynamics 365 Business Central, Microsoft 365, and the new AI-driven Copilot and agents, these pain points are directly addressed: ✅ AI Agents for operations – automatically process sales orders, recognize data from emails or PDFs, and keep records accurate without human re-entry. ✅ AI-assisted forecasting & scheduling – Copilot analyzes production data, suggests adjustments, and helps managers act faster with confidence. ✅ Smart reporting – automated financial and performance reports, created in real time, without manual spreadsheets. ✅ Continuous visibility – AI ensures inventory, compliance, and customer data stay synchronized across all locations. At Texo, we help Québec SMBs take advantage of these new AI-powered capabilities, guiding them from setup to training and long-term optimization. Our mission is simple: remove unnecessary manual work, reduce errors, and give manufacturers the clarity to grow. 📌 Learn more about how AI in Microsoft Business Central can transform your business: www.texo.ca #MicrosoftDynamics365 #BusinessCentral #ERP #CopilotAI #Texo #Microsoft365 #ManufacturingERP #QuebecSMB #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 there anything generative AI can't do? Maybe. Maybe not. 🤷♀️ What we do know is that it CAN turn customer service teams into super heroes. How? This infographic shows just some of the the game-changing ways Copilot @Microsoft Dynamics 365 transforms agent experiences. DM us to learn how it can power up your customer service teams. #genAI #Copilot