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Role-based Copilot offerings

Microsoft 365 Copilot for Sales, Microsoft 365 Copilot for Service, and Microsoft 365 Copilot for Finance bring together the power of Microsoft 365 Copilot with role-specific insights and actions to streamline business processes, automate repetitive tasks, and unlock productivity. These capabilities help sales, service, and finance teams focus on more strategic work and improve access to insights for better decision making. Copilot for Sales and Copilot for Service are both generally available to customers, and Copilot for Finance is now in public preview.

AI Copilot

AI Powered Business with Copilot Solution Play

Strategy: Bring all role-based Copilot agents together into a single solution play for BizApps sellers. Built to help sellers more effectively up-sell existing Microsoft 365 Copilot customers, the narrative anchors on how role-based Copilot agents leverage the power of AI to enhance the way businesses operate and interact with customers.

Customer meeting
Post-customer meeting

Scale up your Copilot expertise with the Copilot Partner Practice Development Portal

  1. Define your strategy: understand the latest AI trends, market research and partner opportunity information to help shape how you will build and grow your Microsoft 365 Copilot practice
  2. Develop skills: leverage technical training resources, learning paths, product documentation, and customer pitch decks to deepen your seller's and consultant's skills and capabilities with Microsoft 365 Copilot
  3. Operationalize and go to market: accelerate your go-to-market efforts with marketing campaign materials, offer development and publishing guidance, seller guidance, FAQs and more

Check out the role-based Copilot agents session from the FY25 GTM Launch event to explore the joint Modern Work and Business Applications strategy and value proposition for role-based Copilot agents. Review the Partner GTM materials, collaborate with local specialists to improve your practice and better sell together, and visit the Business Applications Co-sell GTM page and Business Applications CSP GTM page to get started today.

Top "AI Powered Business with Copilot" Solution Play resources

Learn the AI Powered Business with Copilot pitch and prep your team to have productive customer conversations about each of the role-based copilot offerings.

Find more resources in the following sections.

Microsoft 365 Copilot for Service

Seamlessly integrate role-specific Copilot capabilities into Microsoft 365 applications and popular contact center systems with Microsoft 365 Copilot for Service. Microsoft 365 Copilot for Service works with Dynamics 365 Service, Salesforce, ServiceNow and Zendesk.

Microsoft 365 Copilot for Finance

Microsoft 365 Copilot for Finance is the newest role-based agent for Microsoft 365 Copilot designed to revolutionize how finance teams approach their daily work. Microsoft 365 Copilot for Finance can help free up more time for finance to play more of a strategic role in delivering counsel and insights to the business by streamlining financial tasks, automating workflows, and providing insights in the flow of work. Microsoft 365 Copilot for Finance is now in public preview.