Microsoft Copilot
The Foundation of AI Across Your Business
AI that empowers your team to achieve more right inside Microsoft 365 and Dynamics 365.
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Work Smarter
Create Faster
Sell Better
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Microsoft Copilot integrates AI into the tools you use every day.
It helps your team work smarter, create faster, and sell better.
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Empower Every Role
With Microsoft Copilot
Turn everyday tools into intelligent assistants that help every person work smarter.
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Microsoft Copilot brings artificial intelligence directly into the apps your teams already use, Microsoft 365 and Dynamics 365 Sales.
It’s the foundation of AI across your business, turning natural language into powerful actions and insights.
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How Copilot Helps
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Works where you do: Drafts emails, summarizes meetings, and generates content directly inside Word, Excel, Outlook, and Teams.
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Understands context: Uses your documents, conversations, and CRM data to provide relevant suggestions and next steps.
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Frees up time: Automates routine work so employees can focus on strategy, relationships, and innovation.
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Built on trust: Runs within Microsoft’s secure and compliant ecosystem—your data never leaves your tenant.​​​​​
"Copilot changes how work gets done—less searching, less clicking, more doing."​
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At Optrua, we go beyond out-of-the-box productivity.
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Through our Artificial Intelligence framework and the Optrua Care Plan, we help organizations align Microsoft Copilot with their unique workflows, data, and business goals—turning AI potential into measurable performance.​​​​​
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Copilot for Sales
AI Where Sellers Work
Sell smarter, not harder—with AI that lives where your sellers already work.
Imagine opening Outlook and seeing your meeting notes, CRM insights, and follow-up suggestions already waiting for you.
That’s the power of Microsoft Copilot for Sales.
It's an AI assistant that connects Dynamics 365 Sales with Microsoft 365 apps like Outlook and Teams.
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What It Does
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Summarizes meetings so your sellers can focus on the conversation, not the notes.
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Drafts personalized emails based on customer data and previous interactions.
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Highlights opportunities and suggests next steps directly from Dynamics 365 Sales.
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Captures insights automatically, reducing admin work and improving CRM accuracy.
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“Copilot keeps sellers selling — not searching.”
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For sales leaders, this means more consistent pipeline visibility, real-time activity tracking, and stronger coaching opportunities.
For individual sellers, it means faster prep, better follow-up, and a cleaner handoff from marketing to sales.
At Optrua, we connect Copilot for Sales to your broader CRM strategy, ensuring data, automation, and AI insights flow seamlessly through your entire sales process.
When integrated properly, Copilot doesn’t just make sellers more efficient, it makes the whole revenue engine smarter.
Explore more in our companion article: AI that Sells: How Microsoft Copilot for Sales Reduces Admin and Boosts Results
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Copilot Studio
Build Custom AI Experiences
Every organization runs on its own unique mix of processes, approvals, and data.
Microsoft Copilot Studio is where those differences become strengths. It lets you design and deploy custom copilots that understand your business, built securely on the same Microsoft platform your teams already trust.
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What You Can Create​​
Sales Copilot
Automatically surface customer insights and next-step recommendations pulled from Dynamics 365 Sales and Outlook.
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Service Copilot
Triage support requests, summarize tickets, and suggest resolutions instantly so your service team can focus on customers, not queues.
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Operations Copilot
Streamline repetitive tasks such as approvals, status updates, or data entry by connecting directly to your internal systems.
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Executive Copilot
Turn company data into quick, conversational performance summaries—no dashboards or reports required.
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Each copilot connects securely to your internal data sources across Microsoft 365 and Dynamics 365, adapting to how your teams actually work.
Through the Optrua Care Plan and our Artificial Intelligence framework, we help organizations ideate, design, and continuously refine these copilots—so AI becomes a measurable driver of productivity, not just another tool.
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The Optrua Advantage
From AI Canvas to Business Impact
Deploying Microsoft Copilot is just the beginning.
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Real transformation comes when AI is connected to your unique workflows, customer data, and business goals.
That’s where Optrua delivers lasting value.
We connect AI technology with your business strategy to create measurable impact.
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How Optrua Turns AI Into Advantage​​
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Trusted Microsoft Expertise​​
As specialists in the Microsoft ecosystem, we help mid-sized organizations turn disconnected tools into a cohesive, intelligent sales and operations engine.
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2. Unified Data, Unified Decisions
We align data from Dynamics 365 Sales, Microsoft 365, and your connected systems to give teams a single, intelligent view of performance and opportunity.​
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3. Tailored AI Experiences
Using Microsoft Copilot Studio and Azure AI services, we create custom copilots that fit your business—not the other way around.
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4. Continuous Optimization
Supported through the Care Plan, our team monitors adoption, measures impact, and makes iterative improvements that keep your AI investments delivering value.
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“At Optrua, AI isn’t a project, it’s an evolution toward smarter systems and better sales.”
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Smarter Systems. Better Sales.
Technology alone doesn’t create progress; connection does.
At Optrua, we believe that smarter systems lead to better sales, and Microsoft Copilot is the bridge between the two.
When your CRM, productivity tools, and data work in sync, every interaction becomes faster, more informed, and more human.
Copilot brings that connection to life by turning routine processes into intelligent, adaptive workflows that help teams stay focused on customers and outcomes.
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What Smarter Systems Deliver
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Clarity – unified data that helps teams make faster, more confident decisions.
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Consistency – automated steps that keep deals and follow-ups on track.
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Creativity – time freed up for innovation, strategy, and stronger relationships.
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“Smarter Systems. Better Sales.” isn’t just our tagline. It’s how we help mid-market businesses build momentum, one intelligent improvement at a time.
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Frequently Asked Questions
About Microsoft Copilot
Curious about what Copilot can do for your organization?
Here are a few common questions we hear from business leaders.
1. What is Microsoft Copilot?
Microsoft Copilot is an AI assistant built into Microsoft 365 and Dynamics 365. It helps people work smarter by turning everyday language into actions—drafting content, summarizing information, and analyzing data—all within the tools your teams already use.
2. How does Microsoft Copilot improve productivity?
Copilot handles the busy work. It automates routine tasks like email responses, meeting notes, and data entry, giving your team more time for strategic thinking and meaningful customer engagement. The result is higher productivity and better outcomes across every department.
3. What’s the difference between Microsoft Copilot, Copilot for Sales, and Copilot Studio?
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Microsoft Copilot is the core AI experience inside Microsoft 365 and Dynamics 365.
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Copilot for Sales focuses on sellers, connecting Outlook, Teams, and Dynamics 365 Sales to automate follow-ups and insights.
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Copilot Studio is the design platform that lets organizations like Optrua build custom copilots that fit their specific workflows and data.
4. How does Optrua help businesses get started with Copilot?
We guide organizations through every step—from readiness and setup to long-term optimization. Through the Optrua Care Plan, our team ensures that Microsoft Copilot aligns with your data, processes, and goals so you see measurable results quickly and confidently.
5. Is Microsoft Copilot secure?
Yes. Copilot runs inside the Microsoft Cloud, protected by the same enterprise-grade security, compliance, and privacy standards that safeguard Microsoft 365 and Dynamics 365. Your data stays within your trusted environment.
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Bring AI to Life in Your Business
You’ve seen what Microsoft Copilot can do. Now it’s time to make it work for you.
At Optrua, we help organizations bring AI to life inside the tools their teams already use every day.
From planning and rollout to ongoing optimization, we guide you through every stage of the journey—so your investment in Copilot drives measurable improvement, not just curiosity.
Whether you’re ready to explore possibilities or take the next step in your AI strategy, our team can help you get started.
Ready to Begin?
Connect with Optrua to discover how Microsoft Copilot and the Optrua Care Plan can help your business work smarter, move faster, and sell better.
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Find answers Fast
Enhance Creativity
Get more Done
Transform how you work with Microsoft Copilot, an innovative AI assistant integrated across your Microsoft 365 and Dynamics 365 apps. Experience the power of generative AI, to boost productivity and streamline tasks with the apps you already use.
Maximize Productivity with AI
Equip your team with powerful AI assistants. Microsoft Copilot can help you manage emails, draft documents, analyze data, and create impactful presentations, all while maintaining the security and compliance standards you trust.
Collaborate more effectively
Transform your team's ability to communicate and collaborate effectively with Microsoft Copilot. It enhances meetings by offering real-time assistance, such as summarizing discussions and suggesting follow-up actions. Integrated seamlessly with other Microsoft 365 apps, Copilot streamlines meeting experiences and boosts productivity.
Enhance Workforce Efficiency
Boost your team's productivity with Microsoft Copilot. This robust tool supports your workforce by automating routine tasks and providing intelligent insights, allowing them to concentrate on strategic initiatives and creative problem-solving. Discover how AI can enhance decision-making and foster a culture of efficiency and innovation.
Collaborate more effectively
Transform your team's ability to communicate and collaborate effectively with Microsoft Copilot. It enhances meetings by offering real-time assistance, such as summarizing discussions and suggesting follow-up actions. Integrated seamlessly with other Microsoft 365 apps, Copilot streamlines meeting experiences and boosts productivity.
Drive Business Transformation
With Microsoft Copilot, experience an uplift in operational efficiency and customer engagement. Enjoy streamlined processes and improved outcomes that lead directly to increased business growth and revenue opportunities.
Energize your business
Revitalize your operations with Microsoft Copilot for Dynamics 365 Sales and other Microsoft Business Apps. Empower your business with generative AI to enhance sales strategies, automate customer interactions, and generate actionable insights, fostering more dynamic and successful engagements.
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Revolutionize Your Workspace
In today’s fast-paced digital environment, the ability to quickly adapt and respond to changing work dynamics is essential. Microsoft Copilot enhances your daily operations by offering AI-driven solutions that adapt to your workflow, making every task simpler and more intuitive.
BENEFITS
Leverage the power of AI with Microsoft Copilot and transform your business operations with features designed for efficiency:
Intelligent Automation
Simplify repetitive tasks and focus on high-value activities
Advanced Analytics
Gain insights from your data faster and make informed decisions
Customization
Tailor AI functionality to meet specific business needs, enhancing the impact of solutions
Enhanced Security
Rely on Microsoft’s industry-leading compliance and security frameworks
Seamless Integration
Work across Microsoft 365, Dynamics 365 and Power Platforms apps with a unified AI capability
Copilot enhances productivity and fosters innovation, giving your business a competitive edge in the digital age.
Ready to experience the future of productivity with Microsoft Copilot in your Microsoft 365 and Dynamics 365 suite?
