The AI Assistant that is Changing Everyday Office Life
Artificial intelligence is no longer a topic for the future, but a part of daily work. With
Copilot understands natural language and transforms it into concrete actions: it creates reports, summarizes meetings, writes emails, analyzes data or suggests courses of action. The integration is seamless into the existing work context – without switching between tools or data silos.
While classic automation previously required clear processes, Copilot uses contextual knowledge. It accesses data from
Companies benefit from:
- Efficiency gains through reduced click paths and automated workflows
- Higher quality in communication, planning and analysis
- Better transparency through AI-supported evaluations and summaries
- Relief for employees, who can concentrate on creative and strategic tasks
The following article shows how Copilot can be used specifically in the central Microsoft applications – from Office 365 to Business Central to Dynamics 365.
Office 365 – Work Smarter in your Daily Workflow
1. Communicate like a pro – Copilot in Microsoft Teams
What he can do:
Copilot automatically creates meeting notes, to-do lists and decision summaries – directly from Teams chats or meetings.
This keeps your team informed, even if someone missed the meeting.
Example Prompt:
“Summarize the most important points of our sales meeting today and create a to-do list for the marketing team from it.”
2. Your inbox on autopilot – Copilot in Outlook
What he can do:
Copilot analyzes your inbox, prioritizes emails, suggests replies in the appropriate tone and can even summarize long threads in seconds.
Example Prompt:
“Show me the most important unread messages from today and formulate a friendly but firm response to the request from Müller GmbH.”
3. The numbers whisperer – Copilot in Excel
What he can do:
Copilot transforms data into understandable analyses and trends. It recognizes anomalies, suggests visualizations and creates forecasts in natural language – without complex formulas.
Example Prompt:
“Analyze the sales of the last six months and show me which product groups had the greatest growth. Create a bar chart for this.”
4. Present with a wow effect – Copilot in PowerPoint
What he can do:
Copilot creates professional slides from text documents or bullet points in seconds, structures content logically and adds suitable icons or images.
Example Prompt:
“Create a 5-slide presentation from this project report and design it in the style of our corporate design.”
5. Text faster – Copilot in Word
What he can do:
Copilot helps with writing, structuring and revising texts. Whether it’s a business report, offer or protocol – it suggests formulations and ensures a professional style.
Example Prompt:
“Formulate this draft as a professional offer with a friendly but binding tone. Add a brief summary of the services.”
Security Tip for Office 365 Users
Make sure that Copilot only has access to approved documents and channels.
With clearly defined permissions in SharePoint, Teams and Outlook, you ensure that confidential information remains protected – even when using AI.
Business Central – AI in Finance and Project Management
Microsoft Copilot extends Business Central with intelligent automation and data-based recommendations. Routine tasks in accounting, purchasing or project management are not only accelerated, but also qualitatively improved. Copilot understands business data in context and provides precise answers to natural questions – without manual filtering, searching or exporting.
The Accounting Accelerator – Copilot in Business Central
Copilot suggests postings, recognizes duplicate or incorrect entries and analyzes deviations automatically. Financial reports, reminders or payment runs can be prepared at the touch of a button.
Example Prompt:
“Create a liquidity report for the 2nd quarter and highlight all customers with overdue invoices.”
Smart Purchasing Decisions – Copilot in the Procurement Process
In purchasing, Copilot helps to evaluate suppliers, recognize price trends and optimize order proposals. It combines historical data, delivery times and current stock levels.
Example Prompt:
“Show me all articles that need to be reordered within the next 30 days and suggest the cheapest supplier.”
The Project Coach – Copilot in Task Management
Copilot analyzes project status, identifies risks and creates progress reports. It can summarize project schedules, highlight budget deviations and automatically prepare status updates for teams.
Example Prompt:
“Analyze the status of the ‘CRM rollout’ project and formulate a summary for the management update.”
Integration and Control
Since Copilot is directly integrated into Business Central, it works with the same security and authorization policies as the ERP system. Companies therefore retain control over data access and compliance at all times – a decisive advantage over external AI solutions.
Dynamics 365 – Copilot as a Sales and Marketing Partner
In Dynamics 365, Copilot supports sales, service and marketing teams in data-based work with customers. The assistant integrates directly into CRM workflows, analyzes interactions and automatically suggests next steps. This turns pure data collection into an active decision-making process.
Selling with an Overview – Copilot in Sales (Dynamics Sales)
Copilot automatically summarizes customer conversations, emails and meetings and creates task lists for the next steps in the sales process. It also helps to prioritize leads and identify relevant contacts based on conversion probabilities.
Example Prompt:
“Show me all open opportunities in the third quarter with a closing probability of over 70% and formulate a follow-up email for the most important customer.”
Customer Service with Personality – Copilot in Dynamics Customer Service
In customer service, Copilot analyzes inquiries, suggests answers and refers to suitable entries from knowledge databases. By linking with communication channels such as email or chat, it can automatically categorize support cases and prioritize solutions.
Example Prompt:
“Summarize the last three support requests from this customer and suggest an answer based on similar cases.”
Marketing Reimagined – Copilot in Dynamics Marketing
Copilot supports marketing teams in brainstorming, segmenting and personalizing campaigns. It analyzes target groups, suggests content topics and generates initial text or subject lines in a brand-compliant tonality.
Example Prompt:
“Create a personalized email campaign for existing customers who have not been active in the last six months and suggest three subject lines.”
Seamless Collaboration across the Microsoft Ecosystem
A decisive advantage of Copilot lies in the linking of Dynamics data with Microsoft 365 tools. Insights from sales flow directly into Teams or Outlook communications, while marketing campaigns can access real-time data from Business Central.
This creates a continuous data flow from lead capture to offer to customer service – controlled by AI support in natural language.
