From October 2025, organizations can Sales, Service and Finance teams work more efficiently with the new role-based solutions within Microsoft 365 CopilotThese AI solutions bring support directly into the applications that professionals use every day, with the aim of accelerating work processes, increasing productivity and integrating AI centrally into the workflow.
The role-based solutions are available through the Microsoft 365 Copilot Agent Store and accessible to existing customers at no additional cost. This allows organizations to integrate AI more quickly and effectively into their daily operations.
Sales Copilot
De Sales solution Helps salespeople manage their customers and deals within Outlook, Teams, and Copilot. Salespeople can access CRM data and communication history, create lists of deals at risk, and create plans to close deals. Integration with systems such as Dynamics 365 en Salesforce employees remain continuously informed and customer interactions can be more efficient.
Service Copilot
De Service solution Supports customer service representatives in handling customer inquiries. Copilot can generate case summaries, draft emails, and update CRM records without requiring agents to switch screens. This makes it easier to spend time on personal customer interactions and less time on administrative tasks.
Finance Copilot
De Finance solution Integrates ERP data into Copilot, Excel, and Outlook, enabling finance teams to work faster and gain better insights. Finance professionals can compose customer emails, reconcile transactions, flag anomalies, perform variance analysis, and prepare ERP data for analysis. These solutions work with Dynamics 365 en SAP, which can help organizations make their financial processes more efficient.
Benefits for organizations
By the Microsoft 365 Copilot role-based solutions By integrating, teams in Sales, Service, and Finance can work more efficiently within the applications they use daily. Organizations benefit from faster processes, better data visibility, and increased productivity.
The role-based Copilots will be available through the Agent Store starting in October 2025, at no additional cost to existing customers.
Independent advice
At Technotex, we combine our role as a producer of high-quality lifting materials with our responsibility for safe use and a sustainable future. BeSharp Experts we provide independent advice on the most suitable licensing solutions for your organization. We also negotiate with IT vendors such as Microsoft to the best price and conditions to realize for our customers.
Want to know which licensing options are best suited for your organization regarding Microsoft 365 Copilot role-based solutions? Contact us for a free, independent consultation.