Get ready to experience the latest innovations in AI and explore the future of business technology with the Microsoft 2024 release wave 2 for Copilot. This year’s second release, covering updates from October 2024 to March 2025, is packed with enhancements.
Key Microsoft Copilot offerings include:
- Microsoft Copilot for Sales: Enhancing generative AI capabilities tailored for sellers, with improved workflows, data integration, and natural language processing to facilitate data inquiries.
- Microsoft Copilot for Service: Now generally available, it integrates seamlessly with Outlook, Teams, Microsoft 365 Chat, and third-party CRMs to enrich user experiences.
- Microsoft Copilot for Finance: Expands Excel’s data reconciliation with new sanitisation routines, supports additional data sources for variance analysis, and integrates Teams for streamlined collections calls with automated action item recording.
Read on to explore these powerful Copilot features and how they translate into real business benefits.
Streamline Your Sales Workflow with Copilot for Sales
Copilot for Sales revolutionises the way sellers interact with their CRM and other Microsoft 365 applications, providing a seamless integration of insights, recommendations, and actions. Built on the foundation of Microsoft 365 Copilot, this AI assistant works with Dynamics 365 Sales, allowing sellers to remain productive without interrupting their workflow.
In Outlook, Copilot for Sales enhances the user experience by offering personalised recommendations and minimising data entry. Sellers can access vital CRM information, such as contact details and account history, while effortlessly saving activities and generating follow-ups with AI-driven capabilities. By connecting multiple applications, sellers can communicate more effectively, build stronger relationships, and ultimately close deals faster and with greater success. This integration not only simplifies daily tasks but also empowers sellers to focus on what truly matters: engaging with customers and driving sales.
Seamless Sales Opportunity Capture Made Easy
What if the next big idea for your brand is just one blog post away? This innovative Copilot feature revolutionises the way sales opportunities are captured during meetings, significantly reducing the time and effort spent on administrative tasks. By automating the entry of opportunity details from meeting summaries, it enhances data accuracy and consistency, allowing sellers to focus on strategic initiatives rather than tedious paperwork.
Integrated within Teams, this functionality streamlines the entire process by allowing sellers to generate sales opportunities with just a few clicks. Key details such as account names and close dates are automatically populated, ensuring a smooth transition from discussion to action. With plans for future enhancements, this feature promotes better sales tracking and improved CRM connectivity, driving productivity and effectiveness in sales efforts.
Simplify Your Sales Workflow with SalesChat
Curious about the latest trends transforming the marketing landscape? You’re in the right place. In the fast-paced world of sales, managing multiple deals and sifting through countless emails can be overwhelming. SalesChat addresses this challenge by allowing sellers to engage with Copilot using natural language, streamlining the process of tracking important action items and opportunities. Instead of spending hours combing through meeting transcripts and notes, you can simply ask SalesChat questions like, “What are my top opportunities?” or “What action items do I need to address?”
Built on Microsoft 365 Copilot Chat, SalesChat harnesses data from your emails, meetings, and CRM to provide concise, relevant answers. This AI-driven assistant not only saves time but also adapts to your company’s specific terminology, enhancing its effectiveness. Available within Teams, it makes finding crucial sales information as easy as having a conversation, ensuring you stay on top of your sales game without the hassle of navigating multiple platforms.
Streamline CRM Updates Effortlessly
Efficiently updating your CRM post-meeting is essential for keeping business data accurate and up-to-date, and this feature makes it incredibly easy for sellers. By allowing updates directly from the post-meeting insights page, sellers can save valuable time and reduce context switching, ensuring they stay focused on what matters most.
With this functionality, you can seamlessly save AI-generated meeting summaries to CRM records, link meetings directly to relevant entries, and create new records with just a few clicks. Plus, it provides smart suggestions for updating specific CRM fields, further enhancing your productivity. This streamlined approach not only keeps your data fresh but also empowers sales organizations to operate more efficiently and effectively.
Enhance Sales Strategy with Manager Insights
What separates successful marketers from the rest? The answer might surprise you. With Microsoft Copilot, sales leaders now have access to powerful insights that can transform their approach to strategy and coaching. By leveraging the new manager insights dashboard, leaders can analyse aggregated customer interactions and seller behaviours to assess the effectiveness of sales strategies and adapt to market changes swiftly.
This comprehensive dashboard allows sales managers to explore critical metrics such as customer sentiment, conversation styles, and key performance indicators over time. It provides a holistic view of sellers’ performances, revealing patterns that lead to successful deals and offering valuable insights into messaging effectiveness and customer perceptions of competitors. With filters for various sales-oriented metrics, managers can tailor their analysis to drive targeted improvements, ultimately enhancing the effectiveness of their teams and strategies.
Stay Productive On the Go with Outlook Mobile
Picture this: a sales strategy powered by Copilot for Sales so effective, your competitors are left scrambling. For sellers constantly on the move, the Outlook mobile app becomes an invaluable tool, serving as a personal assistant to help manage customer interactions seamlessly. With core experiences integrated into the app, you can stay connected and informed, ensuring that you never miss an opportunity while out in the field.
Key features include generative responses that enhance your email efficiency, along with concise summaries of emails and opportunities for quick reference. Additionally, the ability to track your Outlook activities directly within your CRM streamlines your workflow, while the option to create and edit contacts ensures your network remains up to date. This mobile functionality empowers sellers to maximise productivity, allowing them to focus on building relationships and closing deals, no matter where they are.
Elevate Customer Support with Microsoft Copilot for Service
Wondering how you can transform your daily operations with the power of AI? Microsoft Copilot for Service empowers organisations to harness the potential of generative AI, enhancing customer experiences and boosting agent productivity through existing CRM and contact centre solutions. By unlocking an organisation’s trusted knowledge, it accelerates onboarding, improves case resolution, and automates routine tasks, all while integrating seamlessly into the workflows agents already use, including Salesforce, Outlook, and Teams.
Within Microsoft Teams, Copilot for Service provides agents with tailored AI capabilities to enhance their productivity. Agents can easily browse and update CRM records during meetings, summarise discussions, suggest follow-up actions, and create tasks that are saved directly to CRM systems. This integration streamlines workflows and fosters a more efficient support environment, enabling agents to focus on delivering exceptional service while optimising their time and resources. Explore the full capabilities of Copilot for Service in the latest release wave to take your customer support to the next level.
Enhance Efficiency with Copilot for Service Meeting Summaries
With this Microsoft 2024 release wave 2 for Copilot update, service agents can significantly reduce the time spent on documenting discussions and follow-up actions during customer interactions. This feature provides service-specific meeting summaries and action items directly integrated into the Teams recap, ensuring agents have everything they need at their fingertips.
By utilising Copilot for Service, agents receive tailored summaries and can create CRM tasks from follow-up items right within the Teams recap. This immediate access enables them to take necessary actions without delay. Additionally, agents can access call recordings and transcripts for further reference, and meeting summaries can be effortlessly saved back to the CRM system. This streamlined approach enhances productivity, allowing agents to focus on delivering exceptional customer service while efficiently managing their responsibilities.
Transform Financial Operations with Microsoft Copilot for Finance
Imagine unlocking insights that could revolutionise your strategic decision-making process. Microsoft Copilot for Finance is here to empower finance professionals by reducing the time spent on manual, repetitive tasks and accelerating time-to-impact. By seamlessly connecting productivity tools like Excel with existing financial systems such as ERP, Copilot enables users to generate actionable insights and support critical business processes in real time.
With Copilot for Finance, finance professionals can perform essential tasks directly within Excel, Outlook, and Teams, minimising the need to log into ERP systems while ensuring data integrity and compliance. The tool supports key functions such as collections processes, variance analysis, and data reconciliation, all integrated natively with Dynamics 365 Finance, Business Central, and SAP. Users can access customer insights directly from Outlook, craft informed email responses, and automatically document follow-ups in the financial system. In Teams, suggested scripts enhance collections calls, while intelligent prompts in Excel assist with reconciling financial data and analysing variances. With auto-generated reports and actionable insights, finance teams can make informed decisions, optimise workflows, and enhance overall operational efficiency.
Revolutionise Reconciliation with Microsoft 365 Copilot for Finance
Ready to eliminate errors and streamline your financial reconciliation process with AI? Microsoft Copilot for Finance is set to transform the prereconciliation stage by offering exceptional data preparation and streamlined data selection features. This innovative feature update from the Microsoft 2024 release wave 2 for Copilot empowers finance professionals to achieve greater accuracy and efficiency in their reconciliation efforts, ultimately enhancing the overall quality of financial reporting.
With Copilot’s guided data sanitisation capabilities, users can prepare their data for reconciliation with unmatched precision, ensuring the integrity and accuracy of source data. By addressing potential data issues during the ETL process, Copilot instils confidence in users as they embark on reconciliation tasks. Additionally, the automated detection of newly available reconciliation data revolutionises the data selection process, allowing finance teams to save valuable time and resources while optimising effectiveness. Embrace the future of financial reconciliation with Microsoft 365 Copilot for Finance, and empower your team to operate at their best.
Customise Your Reconciliation Process with Microsoft Copilot for Finance
Microsoft Copilot for Finance also enhances your reconciliation efforts by allowing for precise transaction categorisation and customisable parameters. This level of control not only ensures accurate comparisons but also maintains clarity in your reconciliation reporting, tailored to your specific data presentation requirements.
With the ability to define custom tolerance levels, Copilot empowers users to categorise transactions in alignment with their operational specifics. Its numeric and monetary value parameterisation options enable adjustments to absolute values or modification of signs, ensuring that your reconciliation aligns perfectly with the state of your raw data. Additionally, the ability to fine-tune floating precision, rounding rules, and presentation options provides the consistency and clarity needed for effective financial reporting. Embrace the precision of Microsoft Copilot for Finance and elevate your reconciliation process to new heights.
Elevate Your Analysis with Microsoft Copilot for Finance
This Copilot for Finance second release update enriches your financial insights with additional data sources. It empowers finance professionals to unlock deeper, more targeted analysis by integrating supplementary data sources. This enhancement transforms the variance analysis process, enabling users to derive more insightful and contextual results.
By allowing the incorporation of external data references, Copilot facilitates a more comprehensive understanding of financial trends and variances. This capability not only enhances the depth of analysis but also enables finance teams to make more informed decisions based on a broader range of contextual information. Harness the power of Microsoft Copilot for Finance to elevate your financial analysis, ensuring your insights are as detailed and actionable as possible.
Enhance Collaboration with Microsoft Copilot for Finance
Picture presenting your variance analysis to stakeholders with ease, in a polished, ready-to-go format! Microsoft Copilot for Finance takes productivity to new heights by enabling seamless collaboration and easy sharing of variance reports. This feature not only streamlines the analysis process but also ensures that your insights are readily accessible to key decision-makers.
With the capability to present variance reports in a format compatible with Microsoft PowerPoint, Copilot facilitates in-process collaboration, allowing teams to work together efficiently. By simplifying the sharing of analytical results, finance professionals can engage stakeholders more effectively, ensuring that insights drive informed decision-making. Embrace the collaborative power of Microsoft Copilot for Finance to enhance your variance analysis and elevate your team’s productivity.
Streamline Your ETL Processes with Microsoft Copilot for Finance
Automating routine data-gathering tasks can save time and boost productivity for your finance team. And Microsoft Copilot for Finance does that brilliantly! It revolutionises your ETL processes by simplifying the data acquisition phase, making financial data retrieval more efficient than ever. This innovative feature allows finance professionals to focus on analysis rather than manual data collection.
By integrating connectors to various financial systems, Copilot enables users to seamlessly gather data using natural language commands. This user-friendly approach to data reconciliation not only accelerates the ETL process but also enhances accuracy and reduces the potential for errors. Embrace the automation capabilities of Microsoft Copilot for Finance to transform your data-gathering routines and unlock new levels of productivity in your financial operations.
Transform Your Financial Analysis with Microsoft 365 Copilot for Finance
This is yet another useful feature update in Copilot for Finance that seamlessly analyses variances while leveraging the powerful tools of Microsoft Excel. Now you can empower your finance professionals to dissect forecast-to-actual trends with precision, enabling targeted analysis through additional data sources. With its user-friendly interface, Copilot allows you to generate comprehensive variance analysis reports enriched with supplementary comments, facilitating enhanced communication with stakeholders.
This innovative solution unlocks numerous benefits for your organisation:
- Reduce Risk: Utilise intelligent anomaly detection to proactively identify and address potential financial issues before they escalate, ensuring your organisation’s financial stability.
- Accelerate Decision-Making: Experience a streamlined analysis cycle that empowers you to convert data into actionable insights swiftly, enhancing your decision-making process.
- Save Time: Eliminate tedious manual commentary and reporting tasks as Copilot automates these processes, delivering accurate insights from diverse data records. This allows you to focus more on strategic initiatives.
With capabilities such as defining criteria for identifying variances directly within Excel and receiving AI-generated analysis results, Microsoft 365 Copilot for Finance is set to help you start making informed decisions and keep your stakeholders in the loop with timely insights.
Enhance Your ERP Customization with Microsoft Copilot Studio
Looking for an ERP system that effortlessly adapts to your unique business needs? Microsoft Copilot Studio simplifies the support for extensibility, allowing for a high degree of customisation in your ERP systems. This flexibility enhances overall performance by enabling businesses to tailor the application to their specific requirements, ultimately improving business outcomes and facilitating more efficient workflows.
With Copilot Studio, you can achieve:
- Streamlined Integration: Simplify the customization process, reducing the complexities associated with integrating your ERP system with other applications. This leads to better collaboration across platforms.
- Thorough Scenario Completion: Enhance end-to-end processes by customising the user interface, reporting, and business logic according to your organisation’s needs, ensuring comprehensive coverage of all business scenarios.
- Improved Workflows: Foster better operational efficiency through tailored workflows that align with your unique business processes.
Key Features of Copilot Studio
- Define Custom Entities and Fields: Easily customise which entities and fields can be interacted with in Copilot for Finance, including both out-of-the-box and custom entities from various connectors.
- Create Custom Plugin Interactions: Specify how each entity interacts with custom plugins, ensuring that the application meets your business logic requirements.
- Connect Data Sources for Reconciliation: Identify connected data sources to be utilised in the data reconciliation process, enhancing accuracy and reliability.
Revolutionise Your Collections Process with Copilot for Finance
Every finance professional desires for an efficient and effortless recovery of outstanding debts. That’s where Microsoft Copilot for Finance comes into action! It transforms the collections landscape by streamlining workflows and enhancing communication within a centralised platform. This innovative solution allows collections teams to manage all interactions seamlessly, ensuring that emails and phone calls are tracked and easily accessible. With built-in compliance features, organisations can confidently meet industry regulations while leveraging data-driven insights to optimise strategies and improve performance.
Copilot for Finance empowers collections coordinators with vital tools like priority worklists, AI-generated call scripts, and post-call support that enhance productivity. By automating routine tasks and facilitating informed interactions, teams can significantly reduce Days Sales Outstanding (DSOs) and delinquency rates, ultimately boosting cash flow and improving customer experiences.
Elevate Your Financial Strategy with Real-Time Insights
Making investment decisions backed by timely, clear insights into macroeconomic conditions is now easy and efficient, thanks to this Copilot for Finance update in the Microsoft 2024 release wave 2. It enables corporate financial leaders to leverage generative AI for summarising complex market data and trends, ensuring that investment strategies are informed by comprehensive analysis. In today’s rapidly changing economic landscape, the ability to monitor diverse market-driving themes is essential for optimal decision-making. Copilot for Finance streamlines this process by delivering refined insights from a wide range of sources, allowing leaders to react swiftly to macroeconomic events.
Through enhanced collaboration in Microsoft Teams, financial teams can build and maintain a customizable library of macroeconomic topics, ensuring that valuable information is easily accessible. Copilot’s AI capabilities monitor external signals in real time, enabling the preparation and sharing of stakeholder reports that keep teams informed about trends affecting capital investments.
Transform These Copilot Updates into Business Benefits
Navigating the updates in Microsoft 2024 Release Wave 2 for Copilot can be challenging and potentially disruptive to your operations. Don’t let confusion hinder your business growth because Dogma’s experts are at your service to streamline the process, helping you translate these updates into tangible business benefits. We’ll ensure your team can harness the full potential of Copilot, enhancing productivity and efficiency without the usual headaches. Trust us to guide you through this transition, so you can focus on what truly matters—driving your business forward. Reach out today and unlock the advantages of your Copilot investment!
