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.
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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.
- Leave-behind flyer
- Thank-you emailer (short, long)
Scale up your Copilot expertise with the Copilot Partner Practice Development Portal
- 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
- 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
- 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.
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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 Sales
Help your customers maximize productivity with the AI assistant designed for sellers. Microsoft 365 Copilot for Sales works with Dynamics 365 Sales or Salesforce Sales Cloud.
- Microsoft 365 Copilot for Sales guided demo
- Microsoft 365 Copilot for Sales Partner Opportunity
- Microsoft 365 Copilot for Sales customer pitch deck
- Microsoft 365 Copilot for Sales eBook
- Microsoft 365 Copilot for Sales adoption playbook
- Microsoft 365 Copilot for Sales documentation
- Microsoft 365 Copilot for Sales adoption page
- Microsoft 365 Copilot for Sales FAQ
- Microsoft 365 Copilot for Service Partner Opportunity
- Microsoft 365 Copilot for Service customer pitch deck
- Microsoft 365 Copilot for Service documentation
- Get started with Microsoft 365 Copilot for Service training module
- Microsoft 365 Copilot for Service guided tour
- Microsoft 365 Copilot for Service FAQ
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.
- Microsoft 365 Copilot for Finance Partner Opportunity
- Microsoft 365 Copilot for Finance pitch deck
- Microsoft 365 Copilot for Finance blog announcement
- Microsoft 365 Copilot for Finance documentation
- Microsoft 365 Copilot for Finance FAQ
- Microsoft 365 Copilot for Finance support resources
- Microsoft 365 Copilot for Finance chatbot news release
- Microsoft 365 Copilot for Finance click-through demo
Resource library
Find more AI and Copilot resources for all-up business applications to support your GTM efforts.