Microsoft 365 Copilot

Artificial Intelligence is a rapidly bringing in a new era of digital transformation to the accountancy, legal and financial services sectors. Microsoft is the dominant power behind generative AI in the business sector and their flagship Microsoft 365 Copilot allows firms of all sizes to access this technology.

What does Microsoft Copilot do

Microsoft refers to its Copilot as ‘your everyday AI companion’. But what does this mean? Copilot is a conversational chat interface powered by AI that responds to prompts to generate information in real time. These responses take information from the internet and work content that users have permission to access.

Microsoft Copilot can assist with your workload in many ways, from generating text such as emails and summaries to creating images based on text prompts and more. Here are just a few ways you can use Copilot for business:

  • Summarise memos
  • Brainstorming for projects
  • Automating repetitive tasks
  • Coding
  • Drafting emails
  • Creating reports
  • Analysing data
  • Improve communication and collaboration

Copilot learns from user interactions, meaning it can improve suggestions and assistance over time.

What Microsoft 365 Copilot can do for you

Time

Microsoft Copilot increases the volume of data you process, helping you get more tasks done in less time. This allows you to focus more on scaling your business, giving you an advantage in increasingly competitive markets. With Copilot Chat and Microsoft 365 Copilot you can use Copilot Agents to create a personalised AI assistant that takes data from wide across the internet as well as internal sources, helping employees get information quicker.

Quality

Copilot delivers higher-quality results by identifying mistakes, maintaining brand compliance, and adding new perspectives to meet even higher client expectations. By ensuring employees adhere to company guidelines, reduce human errors in documents, and overall improve efficiency.

Skills

Enable your team to do work previously outside of their skillset by using AI to intuitively access complex features in Microsoft apps, such as intricate Excel formulas, levelling the ground with bigger firms with more resources. Copilot for businesses can also help with technical tasks like data analysis, coding, generating reports, and photo analysis which is incredibly helpful for law firms dealing with accidents or damage claims.

Culture

Attract and retain the latest generation of graduate talent by providing tools they are trained on and improving workforce happiness by removing monotonous, boring, low-value tasks. Microsoft Copilot helps your employees stay competitive in the workplace, reduces time spent on repetitive tasks, and increases the efficiency of job roles.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot, which was launched in January 2024, is an AI-powered productivity add-in for Microsoft 365 which provides real time intelligent assistance to allow users of the Microsoft 365 suite to be more productive and more creative.

Working across the Microsoft 365 applications including Word, Excel, PowerPoint, Outlook and Teams, it promises to revolutionise the way we use the apps, collaborate with colleagues, become more crea-tive and increase productivity by automating monotonous, low value tasks.

Who is Microsoft Copilot for?

Due to its vast capabilities, Microsoft Copilot is designed for both individual users and businesses to boost productivity, creativity, and collaboration. There are Copilots in many Microsoft products but the key ones to look out for are:

  • Microsoft Copilot – a lightweight free edition available to anyone using Windows, Edge, or the Bing website. This version is suitable for consumers looking for general AI assistance.
  • Microsoft Copilot Chat – this is included in all Microsoft 365 plans and crucially provides commercial data protection on any information you submit or generate to it, ensuring it does not leave the safety of you Microsoft 365.
  • Microsoft 365 Copilot – this version is an add-on for the Office apps in Microsoft 365. It draws on an organisation’s data and other internal sources and is tightly integrated into the Microsoft 365 apps you know and love.

Does Microsoft Copilot for businesses use AI?

Microsoft Copilot is an AI-powered tool that helps with work tasks. It combines the power of large language models (LLMs) with data on the internet or within your Microsoft 365 apps to help you with your daily tasks or work tasks.

How we help you with Microsoft 365 Copilot

At Pro Drive, we have a comprehensive implementation process to ensure you get the most out of Microsoft Copilot. Are you curious about whether Copilot can help your business but not sure how to get started?

If the following worries are holding you back from adopting AI, it’s time you speak to us.

Concerned about data security

Worried you lack AI skills

AI won’t make a difference

Cost of using AI is too high

Or you simply have no idea how to get started? Here’s how Pro Drive can help you on your journey

1

Copilot Discovery Workshop

The first stage of our implementation process is our Copilot discovery workshop. This is a 2-hour induction of the software that can take place remotely or in person. During the workshop, you will find out why investing in Copilot can be transformative for your business, and how it can optimise your workflows.

2

Microsoft 365 Copilot Pilot Program

Our launch programme ensures a set of minimum recommended security controls and 365 data is implemented to protect your business and its data. Following this, training and coaching are carried out for the pilot group to determine how Copilot can benefit the business and its employees.

3

Company wide deployment

During the deployment stage, we will train your staff, configure your IT infrastructure, and implement the data management process to securely roll out Microsoft Copilot across your business.

Microsoft Copilot training

Microsoft Copilot offers huge potential to your business, so it’s important you and your employees receive adequate training on the software to ensure effective use. At Pro Drive, we have a team of experts proficient in Microsoft Copilot and can ensure your team is well-informed and trained on using the software effectively. We also provide opportunities for deeper learning as employees gain confidence.

As well as our expert knowledge, Microsoft also offers resources and guides to help you make the most out of Copilot.

Custom Copilot development

Customised Copilots help you overcome specific challenges such as checking compliance, reviewing.

Why use Pro Drive IT

At Pro Drive, we are committed to helping your company do business better through the use of technology. We’ve been doing this for years, so know a thing or two about business needs. From recommendations to implementation and ongoing support, we’re here to help you grow. Contact us today if you’re interested in adding Microsoft Copilot into your workflow.

Ready to revolutionise your firm with Microsoft 365 Copilot?

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Frequently Asked Questions

Yes, Copilot is available for businesses of all shapes and sizes with no minimum number of employees.

If you use Copilot Chat or Microsoft 354 Copilot, the LLMs aren’t trained on tenant data or your prompts – they use a permissions model to ensure your data doesn’t end up openly accessible. Copilot presents data only you can access and uses the same secure data technology that Microsoft has been using for years.

Microsoft Copilot leverages the latest information from the web and your available work data to generate responses. However, it’s important to note that AI can occasionally make mistakes and check the information.

Copilot works with the majority of Microsoft apps, including Word, Excel, PowerPoint, Outlook, Teams, OneNote, and many other Microsoft 365 applications.

Yes, we recommend all users of Copilot receive comprehensive training in order to make the most of this powerful tool. At Pro Drive, we offer training provided by experts on this software as well as ongoing support and further training if required.

Yes, we offer ongoing support for Microsoft Copilot. Clients with our ‘compliant’ security package will receive everything they need in order to use the software safely. At Pro Drive, we have created three security packages and provide training as and when needed. You can find further training and other resources on our YouTube channel.

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