Microsoft Copilot
AI that works the way you do
Microsoft Copilot is transforming how businesses operate, automating tasks, surfacing insights, and empowering teams to focus on what matters. At Pelorus, we don’t just implement Copilot, we help you unlock its full potential with 30+ years of experience in business systems and a deep understanding of AI.
Microsoft Copilot: More Than Just a Chatbot
Copilot is built on Microsoft’s Azure OpenAI and integrated across Microsoft 365, Dynamics 365, Power Platform, and more. It’s not just reactive—it’s proactive, intelligent, and customizable.
Key Capabilities:
- Automates repetitive tasks like data entry, invoice reminders, and scheduling
- Summarizes meetings, emails, and documents
- Generates content, presentations, and reports
- Integrates with CRM, ERP, and third-party systems like Salesforce
Agents: The Next Evolution of Copilot
Microsoft has released several pre-built agents and enabled partners to build custom ones using Copilot Studio. These agents are trained on specific tasks and data sources to deliver targeted automation.
Examples of Microsoft Agents:
- Sales Qualification Agent: Scores leads and recommends next steps
- Supplier Communications Agent: Automates vendor follow-ups
- Financial Reconciliation Agent: Matches transactions and flags anomalies
- Time & Expense Agent: Tracks and validates employee submissions
Real-World Use Cases
Existing Copilot agents can help in these use cases today!
Microsoft Copilot Use Cases:
- Sales: Copilot drafts emails, updates CRM, and suggests next actions
- Finance: Reconciles accounts, flags anomalies, and generates reports
- Customer Service: Summarizes cases, suggests resolutions, and automates follow-up
- Operations: Tracks inventory, schedules tasks, and monitors KPIs
Microsoft Copilot really surprised us! By leveraging Copilot agents built into the D365 system, we reduced our reconciliation times by 30% while eliminating line by line comparisons and focusing only on exceptions. The approach by Pelorus to understand specific areas that can benefit from the use of Copilot really helped our teams think more strategically about AI.
— Controller, HVAC Services Company
How Pelorus Technology Delivers Copilot
As a Global Microsoft Partner and expert in D365 with over 30 years of experience, Pelorus Technology helps you harness the full potential of Microsoft Copilot. We ensure this transformative AI is strategically integrated into your operations, aligning with your strategi direction and objectives
We offer end-to-end Copilot services:
- Assessment & Strategy: Identify use cases and readiness
- Implementation: Configure Copilot across Microsoft 365, Dynamics, and Power Platform
- Agent Development: Build custom agents using Copilot Studio
- Integration: Connect Copilot with Salesforce, legacy ERP, or other tools
- Adoption & Training: Ensure your team knows how to use Copilot effectively