Send us a textDate: Wednesday, February 21Meeting Title: Microsoft Copilot 101 for Business LeadersParticipants:Brad Koontz (Host)Adam Piercy (Fast Track Recognized Solution Architect, Hitachi Solutions)Joe Unwin (Microsoft Power Platform MVP)Discussion Points:Overview of Copilot:Introduced as a versatile assistant across Microsoft 365 workspace.Embedded in daily apps to enhance productivity and provide assistance in real-time.Not all users are aware of how to utilize it effectively.Copilot Functionality:For general use: Supercharges productivity in Teams, Outlook, Word, and PowerPoint.For business applications (e.g., Dynamics 365): Optimizes sales processes, helps manage tasks, creates summaries, drafts emails, etc.Understanding Copilot Variants:M365 Copilot is the broad AI assistant.Copilot for Sales focuses on the sales process within Dynamics 365 and helps with managing opportunities, leads, and meetings.Availability and Pricing:$30 per user/month as a separate SKU.Accessible to all commercial customers on various M365 plans.Additional AI capabilities available for some Dynamics 365 users without the comprehensive package.Extension of Copilot:Customization and extensions can be done via Copilot Studio, even for non-Microsoft applications through an API.Custom copilots can be created for specific business needs.Copilot Studio:Builds on the previous Power Virtual Agent technology.Allows for custom conversational plugins and connects Copilot to third-party systems through an automation studio.Enhanced with generative AI capacity.Future of CRM and AI:Discussion on the direction of CRM becoming invisible within user workflows.Emphasis on productivity and user adoption through seamless integration with Copilot.Action Items for Business Leaders:Understanding Extension Capabilities:Task: Assess how Copilot extensions can improve productivity within their respective organizations.Evaluating Custom Copilot Needs:Task: Consider if a custom Copilot could benefit their current customer service model and begin strategizing the implementation.Exploring Copilot Studio:Task: Dive into Copilot Studio's offerings to understand how it can be utilized to enhance user experience with generative AI.Educating Teams on Copilot Use:Task: Share knowledge and arrange training, if necessary, on Copilot's features and how they can be leveraged for better efficiency.Subscription Evaluation:Task: Assess current subscriptions and additional costs to evaluate the financial impact of leveraging full Copilot capabilities.global.hitachi-solutions.com

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