Microsoft Copilot
The Foundation of AI Across Your Business
Work Smarter
Create Faster
Sell Better
AI that empowers your team to achieve more right inside Microsoft 365 and Dynamics 365.
Microsoft Copilot integrates AI into the tools you use every day. It helps your team work smarter, create faster, and sell better.
Empower Every Role
With Microsoft Copilot
Turn everyday tools into intelligent assistants that help every person work smarter.
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.
How Copilot Helps
Works where you do
Drafts emails, summarizes meetings, and generates content directly inside Word, Excel, Outlook, and Teams.
Frees up time
Automates routine work so employees can focus on strategy, relationships, and innovation.
Understands context
Uses your documents, conversations, and CRM data to provide relevant suggestions and next steps.
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.
At Optrua, we go beyond out-of-the-box productivity.
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.
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.
What It Does
Summarizes meetings
So your sellers can focus on the conversation, not the notes.
Highlights opportunities
Suggests next steps directly from Dynamics 365 Sales.
Drafts personalized emails
Based on customer data and previous interactions.
Captures insights automatically
Reducing admin work and improving CRM accuracy.
Copilot keeps sellers selling — not searching.
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
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.
What You Can Create
Sales Copilot
Automatically surface customer insights and next-step recommendations pulled from Dynamics 365 Sales and Outlook.
Operations Copilot
Streamline repetitive tasks such as approvals, status updates, or data entry by connecting directly to your internal systems.
Service Copilot
Triage support requests, summarize tickets, and suggest resolutions instantly so your service team can focus on customers, not queues.
Executive Copilot
Turn company data into quick, conversational performance summaries—no dashboards or reports required.
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.
The Optrua Advantage
From AI Canvas to Business Impact
Deploying Microsoft Copilot is just the beginning.
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.
How Optrua Turns AI Into Advantage
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.
Tailored AI Experiences
Using Microsoft Copilot Studio and Azure AI services, we create custom copilots that fit your business—not the other way around.
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.
Continuous Optimization
Supported through the Care Plan, our team monitors adoption, measures impact, and makes iterative improvements that keep your AI investments delivering value.
At Optrua, AI isn’t a project, it’s an evolution toward smarter systems and better sales.
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.
What Smarter Systems Deliver
Clarity
Unified data that helps teams make faster, more confident decisions.
Consistency
Automated steps that keep deals and follow-ups on track.
Creativity
Time freed up for innovation, strategy, and stronger relationships.
"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.
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.
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.