Announcing the general availability of Microsoft Copilot for Sales & Microsoft Copilot for Service
Summary On February 1, 2024, https://aka.ms/CopilotGAFeb2024 to customers. Copilot for Sales and Copilot for Service bring together the power of Copilot for Microsoft 365 with role-specific insights and actions to streamline business processes, automate repetitive tasks, and unlock productivity. Both provide flexibility to integrate with existing contact center and CRM systems, such as Microsoft Dynamics 365, Salesforce and ServiceNow, to get more done with less effort. Customers can purchase Copilot for Sales or Copilot for Service for $50 per user per month as a standalone license that includes Copilot for Microsoft 365. Customers who already own Copilot for Microsoft 365 can step-up for $20 per user per month to purchase Copilot for Sales or Copilot for Service. Copilot for Sales and Copilot for Service are available now to purchase through EA/EAS, MCA-E, and Buy-Online, and will be available to Cloud Solution Provider (CSP) partners on March 1. Microsoft Copilot for Sales Copilot for Sales is an AI assistant designed for sales teams to maximize productivity and close more deals. Copilot for Sales builds on Copilot for Microsoft 365, enhancing it with connectivity to CRM systems like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to bring sales-specific insights and recommendations to apps like Microsoft Outlook, Microsoft Teams, and Microsoft Word. Today, Copilot for Sales helps sellers and sales managers: Generate sales meeting preparation briefs in Word. Summarize emails and surface relevant buying intent and BANT (budget, authority, need, timing) analysis in Outlook. Generate emails in Outlook with relevant product, account, relationship, and opportunity information from their CRM system and Microsoft Graph. Add leads and update CRM records directly from Outlook. View meeting preparation notes and real-time sales insights during calls in Teams. View sales meeting summaries in Teams with conversation analysis, sales keywords and KPIs, and suggested tasks. Create collaborative deal rooms in Teams that sync with CRM data. Copilot for Microsoft 365 is also included in Copilot for Sales, providing sellers with additional productivity enhancements, like: Generate presentations in Microsoft PowerPoint. Generate plans and organize team information in Microsoft OneNote. Ask questions in natural language to catch up on customer interactions using Microsoft Copilot chat experience. Later this month, Copilot for Sales will also bring CRM connectivity to Microsoft Copilot chat experience, allowing sellers and sales managers to get quick insights on conversion and win rate, sales cycle, and pipeline. Microsoft Copilot for Service Copilot for Service helps organizations quickly realize the benefits of generative AI by extending their existing investments in CRM and contact center solutions to enhance customer experiences and boost agent productivity. Copilot for Service unlocks an organization’s trusted knowledge to accelerate onboarding and case resolution, improve efficiency, and automate tasks for agents in their flow of work. Without costly development time, organizations can simply point to their data and in a few minutes unlock generative AI-powered conversations across their knowledge bases. And for agents, they can tap into this knowledge with a copilot embedded directly in their desktop of choice such as Salesforce, as well as the other tools they already use every day like Outlook and Teams. Today Copilot for Service can help organizations: Enable generative AI-powered conversations across all their data with simplified “point and click” access to public websites, SharePoint, knowledgebase articles, and offline files. Access knowledge sources with pre-built integrations for Salesforce, ServiceNow, and Zendesk. Embed a copilot in agent desktops from Salesforce and other channels to support agents where they work. Copilot for Microsoft 365 is also included in Copilot for Service. We will introduce additional features in Microsoft 365 apps beginning later this month that will integrate data from CRM systems like Microsoft Dynamics 365 Customer Service and Salesforce Service Cloud—including: In Outlook, use Copilot to summarize and draft emails, access case summaries, browse and update CRM records, and schedule meetings informed by case summaries and other relevant information from CRM records. In Teams, use Copilot to browse and update CRM records during a meeting, as well as recap meetings, suggest follow-up action items, and create tasks that can all be saved to CRM systems directly from Teams. In Microsoft Copilot chat experience, ask questions over cases and contacts, as well as summarize cases—all from CRM data. Partner Opportunities with Microsoft Copilot for Sales and Microsoft Copilot for Service Microsoft Copilot for Sales and Microsoft Copilot for Service offer new opportunity to help your customers transform business operations using the power of AI. Customers are looking for your expertise to help them be more competitive and profitable. By adding Microsoft Copilot for Sales and/or Microsoft Copilot for Service to your practice, you can expand your customer base, and your revenue opportunities - offering services including business advisory, readiness and deployment, and adoption and change management. These open new possibilities for Business Applications Partners, as well as Modern Work partners to expand the value of Copilot for Microsoft 365. Call to Action Learn: Read the https://aka.ms/CopilotGAFeb2024 Attend the https://aka.ms/DYNA066EXT-Register for field and partners on February 13, 8:00-9:00 AM PST for an end-to-end overview of product narrative licensing, and sales motions Register for the Feb. 29 ‘What's Next for CSP Partners and Microsoft Copilot’ event. Register https://aka.ms/WhatsNextCSPRegistration, https://aka.ms/WhatsNextCSPRegistrationPM. Leverage the new content to drive conversations with your customers: Bookmark and visit the Partner Hub and the AI future of work https://aka.ms/AIFutureOfWorkPartner for the latest content including: Updated: https://dynamicspartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FMicrosoft%20Copilot%20for%20Sales%20Pitch%20Deck.pptx&download=1&protected=1 New: https://dynamicspartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FMicrosoft%20Copilot%20for%20Service%20-%20Pitch%20Deck.pptx&download=1&protected=1 Updated: https://microsoft.bl-1.com/h/i/dv6cXD0o/pDnMXBQ?url=https://adoption.microsoft.com/en-us/copilot-for-sales/Business Applications Partner News: Week of January 8
Check out this week's top resources below or via the attached partner newsletter to stay up-to-date on the latest Business Applications Partner News. Important: The https://dynamicspartners.transform.microsoft.com/ are paused for updates until January 18 pending a site refresh. What to register for: https://vshow.on24.com/vshow/FY24_BACWeek/registration/23188: March 18-22, 2024 Join the conversation: https://www.yammer.com/dynamicsaxfeedbackprograms/#/threads/inGroup?type=in_group&feedId=169235218432&view=all What to watch: Tech Talk: https://powerplatformpartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FDecember%2014%202023_Applied%20Skills%20and%20Talent%20Sourcing.zip&download=1&protected=1 What to download: https://aka.ms/AIMPartnerCatalog https://aka.ms/AIMPartnerCatalog%22%EF%B7%9FHYPERLINK%20%22https://powerplatformpartners.transform.microsoft.com/download/protected?assetname=protectedassets/Microsoft%20Copilot%20Studio%20-%20Implementation%20Guide.pptx&download=1&protected=1 https://dynamicspartners.transform.microsoft.com/download/protected?assetname=assets/BC%20Deployment%20Resources.zip&download=1&protected=1 https://dynamicspartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FFY24%20Cohort%20Sales%20Guide%20-%20Business%20Applications%20-%20Scale%20Business%20Operations.pptx&download=1&protected=1 Updated: http://aka.ms/bizappsisvbenefits Reminders: Register for the upcoming events! Webinars: FY24 Business Applications Partner Incentives Overview Calls: https://globalpbocomm.eventbuilder.com/event/80194?source=SP and https://globalpbocomm.eventbuilder.com/event/80198?source=SP https://aka.ms/BizApps-PartnerActivities Jan. 18 https://aka.ms/AIMwebinarSMB Trainings: https://aka.ms/SalesEnablementHub: Jan. 16-18 (PST) https://aka.ms/HVPadvanced Jan. 16-Feb. 27 https://vshow.on24.com/vshow/FY24_BADepth/registration/23174?partnerref=DP_BA_ORG_NL_MINDG Jan. 23-Jan. 25 https://aka.ms/AAlquzi Jan. 25, Mar. 21 https://aka.ms/SalesEnablementHub: Jan. 30-Feb. 1 (PST)Partner Opportunity to Influence the ISV Copilot Tooling Roadmap.
Microsoft Partners - We're sharing an opportunity for you to contribute to the Microsoft roadmap for tooling and capabilities that help ISVs build, deploy, and monitor Copilots. Voice your company's thoughts on what features and capabilities would help your company whether you're considering a custom Copilot or have already built one. Complete this survey (~5 mins) by EOD 11/22 to influence the roadmap. In this context, Copilot refers custom Copilots, Microsoft Copilots extensions, autonomous agents, and genAI infused Industry applications.Bring Back AI Builder Calculator
Hello, This is my campaign to bring back the AI Builder Calculator. Since Ignite, the AI Builder calculator at https://powerapps.microsoft.com/en-us/ai-builder-calculator/simply redirects to https://www.microsoft.com/en-us/power-platform/products/power-apps. I feel like this is a misstep. AI Builder looks to be a huge part of Power Automate and Copilot Studio and not giving users a mostly user-friendly way to go about calculating the # of AI Builder credits they will use doesn't seem like the right business decision. As of today, you'd have to know that the rate card is in the Power Platform licensing guide, know how many AI Builder credits you get in a bundle and do the math yourself. The AI Builder calculator did that for you and was an integral part of Microsoft's websites for years. Perhaps another reason this is nonsensical is that AI Builder has much more to do with Power Automate than it does Power Apps, so if you were going to redirect the site, why have it redirect to Power Apps. Please resurrect the AI Builder calculator for the good of the community. -BlakeBusiness Applications Partner News: Week of March 18
Check out this week's top resources to stay up-to-date on the latest Business Applications Partner News. Also - make sure to sign up for the monthly Dynamics 365 and Power Platform partner newsletters launching in the next few months. What to register for: THIS WEEK! March 18-22: Business Applications Cloud Week for Partners March 19-21: Build Next Generation AI-powered Customer Experience with Dynamics 365 Customer Insights – Journeys - Americas (PDT) March 20: Connected Sales and Marketing Bootcamp March 21: FY24 Customer Success Series What to review/like/share: Copilot for Sales Demo Now Available New Solution Play demos on the Accelerate Revenue Generation, Modernize Service, and Optimize Finance and Supply Chain pages Business Applications AI Tech Summit Recap: LinkedIn post | Direct blog link February Highlights Rewind: LinkedIn post | Direct blog link Updated AIM partner catalog What to download: New Partner Playbook: Expand your practice value with Automation Copilot Studio in Copilot for M365 - Technical Deep-Dive Deck Partner Case Study: TTEC Digital serves up marketing insights for US restaurant chain with Dynamics 365 What to watch: New Power Automate Demo videos Feb. 29 recording: What's Next for CSP Partners and Microsoft Copilot March 6 recording and deck: Copilot for Finance update, Finance Premium overview, and AIM Partner Catalog Partner Webinar March 13 Microsoft Webinar: Fueling CX Transformation: Upleveling Sales and Marketing with D365 Customer Insights March 7 Tech Talk: Assisted Mapping for Dataverse Reminders: Register for the upcoming events! Partner events: Due April 3: Business Applications Microsoft Partner of the Year Awards nomination April 10: Business Applications Launch Event May 21-23: Microsoft Build Trainings: Q3 CSP Masters Copilot Sales & Technical Bootcamps: March and April sessions available Business Performance Planning and Analytics Bootcamp: Enrollment available, date TBDBusiness Applications Partner News: Week of March 11
Check out this week's top resources to stay up-to-date on the latest Business Applications Partner News. Also - make sure to sign up for the monthly Dynamics 365 and Power Platform partner newsletters launching in the next few months. What to register for: THIS WEEK! Microsoft Webinar - Upleveling Sales and Marketing with D365 Customer Insights: March 13 Microsoft Build: May 21-23 What to watch: Feb. 27 SMB Partner Hour deck and recording Feb. 29 Tech Talk: Deploying a custom Copilot in SharePoint with a seamless SSO experience What to download: Copilot for Service: Partner Opportunity Deck | FAQ Copilot for Sales: Partner Opportunity Deck | FAQ Copilot Infographics: Finance | Sales | Service | Studio What to review/like/share: MNP Digital partner case study: MNP Digital drives rapid self-service enablement with Power Platform Updated Business Central Talent Development page with improved diversity content Reminders: Register for the upcoming events! Partner events: Business Applications Cloud Week for Partners: March 18-22, 2024 Microsoft Partner of the Year Awards: Submit your Business Applications nomination by April 3rd Business Applications Launch Event: April 10 Trainings: Business Performance Planning and Analytics Bootcamp: Mar. 19-21, Apr. 23-25 Build Next Generation AI-powered Customer Experience with Dynamics 365 Customer Insights – Journeys - Americas (PDT): March 19-21, 2024 FY24 Customer Success Series: Mar. 21 Q3 CSP Masters Copilot Sales & Technical Bootcamps: March and April sessions availableBusiness Applications Partner News: Week of March 4
Check out this week's top resources to stay up-to-date on the latest Business Applications Partner News. Also - make sure to sign up for the monthly Dynamics 365 and Power Platform partner newsletters launching in the next few months. What to register for: THIS WEEK! FY24 High Volume Acceleration Program: Mar. 4 Copilot for Finance update, Finance Premium overview, and AIM Partner Catalog Partner Webinar: Mar. 6 Build and extend AI-powered Copilots with Microsoft Copilot Studio: March 5-7 (PST) Business Applications Launch Event: April 10 What to watch: Business Applications AI Tech Summit on demand sessions What to download: Copilot for Finance Partner FAQ Copilot for Finance Pitch Deck What to review/like/share: Introducing Microsoft Copilot for Finance: Partner Alert | LinkedIn post Confluent uses Power Platform to modernize operations for non-profit case study: LinkedIn post | direct blog link Copilot for Business Functions Partner Hub Page Reminders: Register for the upcoming events! Partner events: Business Applications Cloud Week for Partners: March 18-22, 2024 Microsoft Partner of the Year Awards: Submit your Business Applications nomination by April 3rd Trainings: Business Performance Planning and Analytics Bootcamp: Mar. 19-21, Apr. 23-25 Build Next Generation AI-powered Customer Experience with Dynamics 365 Customer Insights – Journeys - Americas (PDT): March 19-21, 2024 Q3 CSP Masters Copilot Sales & Technical Bootcamps: March and April sessions available FY24 Customer Success Series: Mar. 21Partner Alert: Introducing Microsoft Copilot for Finance
Summary On February 29, 2024, Microsoft announced the public preview of Microsoft Copilot for Finance, the newest role-based extension of Microsoft Copilot. Copilot for Finance works seamlessly with the existing financial systems and data sources companies already rely on, bringing the right data to users in Excel and Outlook, to transform the way finance professionals complete everyday tasks. Microsoft Copilot for Finance Copilot for Finance surfaces insight while in the flow of work to support strategic decision-making and reduces the time spent on manual, repetitive work. By harnessing next-generation AI, Copilot automates time consuming tasks, like data consolidation, to empower finance professionals to focus on what truly matters – driving business performance. Copilot for Finance works alongside you, embedded in the Microsoft 365 apps you use daily to make financial processes more seamless and automated. At preview, we will support three scenarios: Streamline data reconciliation: Traditionally, accounts receivable (AR) managers spent hours manually pulling data from ERP records to reconcile in Excel. With Copilot for Finance, these critical steps are done with a simple prompt, empowering AR managers to act on inconsistencies found with suggested copy and relevant invoices attached. Accelerated collections: Collection coordinators spend ample time reviewing outstanding accounts and attempting to reconcile them in a timely matter. Copilot for Finance empowers the collections process by suggesting priority accounts, summarizing conversations to record back to ERP, and providing payment plans for customers. Understanding variances: [Live in public preview in April] Instead of reviewing large financial data sets for unusual patterns, users can prompt Copilot for Finance to detect and highlight variances for investigation and follow-up. Call to Action Learn more about Microsoft Copilot for Finance and the value it provides to finance professionals by exploring the content below. Encourage customers to sign-up for public preview and leverage this announcement to drive core revenue opportunities of landing Dynamics 365 Finance. Read the official blog announcements: Official Microsoft Blog Microsoft 365 Blog Encourage customers to sign up for the public preview today here. Review partner resources on the new Microsoft Copilot for Business Functions Partner Hub page, the partner pitch deck, partner FAQ, guided and unguided click-through demos, marketing video and more. Learn how to get started with setting up in the documentation here. Stay Connected with Business Applications Partner Resources: NEW! Sign up for the Dynamics 365 and Power Platform Partner Newsletters NEW! Follow the Dynamics 365 and Power Platform partner LinkedIn channels Bookmark the Dynamics 365 and Power Platform Partner Hub pages Join and engage in the Business Applications Microsoft Partner CommunityBusiness Applications Partner News: Week of February 26
Check out this week's top resources to stay up-to-date on the latest Business Applications Partner News. What to register for: THIS WEEK! Business Applications AI Tech Summit: Feb. 27-28 Feb. 29 What's Next for CSP Partners and Microsoft Copilot Webinar: AM option | PM option SMB Business Applications Partner Hour: Feb. 27 Build Next Generation AI-powered Customer Experience with Dynamics 365 Customer Insights – Journeys - Americas (PDT): March 19-21, 2024 What to download: New Copilot Studio assets: Extending Copilot for M365 with Copilot Studio - Click Through Demo Copilot Studio Pitch Deck Copilot Studio In-A-Day Instructor content Use Microsoft Copilot to simplify and accelerate digital solutions in Power Platform – Whitepaper Copilot for Power Platform Persona deck What to review/like/share: New Copilot for Sales and Copilot for Service Partner Hub page Reminders: Register for the upcoming events! Partner events: Copilot update, Finance Premium overview, and AIM Partner Catalog Partner Webinar: Mar. 6 Business Applications Cloud Week for Partners: March 18-22, 2024 Microsoft Partner of the Year Awards: Submit your Business Applications nomination by April 3rd Trainings: FY24 High Volume Acceleration Program: Mar. 4 Build and extend AI-powered Copilots with Microsoft Copilot Studio: March 5-7 (PST) Business Performance Planning and Analytics Bootcamp: Mar. 19-21, Apr. 23-25 FY24 Customer Success Series: Mar. 21 Q3 CSP Masters Copilot Sales & Technical Bootcamps: March and April sessions availableSign up for new Dynamics 365 and Power Platform Partner Newsletters
Microsoft is launching monthly Dynamics 365 and Power Platform Partner Pulse newsletters in the next few months to bring concise, consolidated communications about the most critical program, go-to-market, incentives, and skilling updates directly to your inbox. To make sure you receive our inaugural issues, sign up now via the below links – it only takes a minute! https://aka.ms/Dynamics365Partner/subscribe https://aka.ms/powerplatformpartner/subscribe
