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Copilot for Microsoft 365

Welcome to the World of AI for Microsoft (Office) 365

Microsoft 365 offers a powerful suite of tools designed to transform your business operations, integrating AI Autonomous Agents with the Microsoft Dynamics 365 CRM platform, Power Apps, and the broader ISV community. To maximize your Microsoft 365 investment, it is essential to partner with the right partner.

Purely CRM, Gold-AI Cloud certified in Microsoft 365 security, cloud migrations, app integration, AI Automated Agents, and advanced cloud administration, is the ideal partner for this journey.

Business Assessment
Design & Development
Microsoft 365 Copilot Canada

Copilot for Microsoft 365 – Your AI assistant at work

 

Microsoft 365’s integration capabilities with the Dynamics Platform are transformative for businesses looking to enhance their CRM or Enterprise Resource Planning (ERP) systems with AI powered Automated Agents.

  • Integrate ERP operations within the Microsoft ecosystem.
  • Optimize integrations to streamline business processes.
  • Ensure uninterrupted data flows and effective team collaboration.
  • Add Microsoft Copilot for advanced AI integration with your ERP and CRM data in a secure and controlled fashion..
Empower Your Organization with AI Copilot Agents
  • Microsoft 365’s AI Copilot transforms productivity with intelligent assistance, seamless integration, and workflow enhancement.
  • Copilot is found in every Microsoft 365 application, allowing you to prompt a pivot chart in Excel and generate creative drafts in Word.
Boost Efficiency and Creativity Across Platforms
  • Leverage Copilot to summarize emails, visualize data, plan scenarios, draft content, and create presentations—all with simple prompts.
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  • Analyze and explore data: Identify trends, visualize data, and scenario plan with natural language

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  • Unleash Creativity: With simple prompts create PowerPoint presentations adding detail from previous work for context going from idea to completion in minutes.
Drive Innovation Through Team Collaboration
  • Elevate customer interactions with AI assistance for real-time suggested tips, related information, and answers to customers’ questions during Microsoft Teams calls
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  • Gain comprehensive insight from past meeting notes, emails, opportunity summaries, and action items in Outlook and Dynamics 365  to prepare for meetings with customers.
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  • Improve customer engagement by analyzing conversations in Microsoft Teams, seeing who, what and when someone is talking.

Demo & Overview of Copilot for Microsoft 365 in the workplace

Need a New Microsoft CRM Partner?

With change in mind, we suggest you consider hitting the proverbial “RESET BUTTON” and re-evaluate ‘where you are now’; and ‘where you want to be‘.

Need a new partner

Steve Ewing, Vice President

Phone: +1-888-257-3577 x 213
Email: sewing@purelycrm.com

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