Put Microsoft 365 Copilot to Work in Your Business
Microsoft 365 Copilot brings AI into the tools your employees already use. OmniVue helps you determine where it can create value, prepare your Microsoft 365 environment, and give your employees the support they need to use it effectively.
Whether you’re considering Copilot for the first time or looking to get more from AI across your organization, we’ll help you build a practical path forward.
Why Microsoft 365 Copilot?
Put AI to Work Where Work Already Happens
Your employees already spend their day in Microsoft 365—writing emails, attending meetings, creating documents, analyzing information, collaborating with coworkers, and searching for answers.
Microsoft 365 Copilot brings AI into that flow of work, helping employees spend less time on repetitive tasks and more time focused on the work that moves your business forward.
Microsoft describes Copilot as where AI shows up “in the flow of work” inside the applications employees already use.
What Can Copilot Help Your Employees Do?
Copilot helps employees catch up faster, create content, prepare for meetings, work with data, and cut down on repetitive tasks inside Microsoft 365. For example, it can summarize a long email thread or meeting, draft a first version of a document or presentation, and pull together the context someone needs before a meeting.
Catch Up Faster
Summarize meetings, email conversations, documents, and other information so employees can get up to speed without spending as much time searching and reviewing.
Create and Communicate
Get a head start on emails, documents, presentations, summaries, and other everyday business content.
Prepare for Meetings
Bring together relevant context from conversations, documents, and previous meetings to help employees walk in better prepared.
Work With Information
Help employees analyze information, identify patterns, summarize findings, and turn information into something they can act on.
Reduce Repetitive Work
Use Copilot to assist with routine tasks that consume valuable employee time throughout the day.
Stay in the Flow of Work
Bring AI assistance into the Microsoft tools employees already use instead of constantly moving between applications and disconnected information.
The goal isn’t to replace your employees with AI. It’s to amplify what they can accomplish.
That idea is also reflected in Microsoft’s AI framework: people remain in control while AI and agents can extend capacity, speed, and consistency across an organization.
Before You Buy Copilot, Make Sure You’re Ready for It
Purchasing Copilot licenses is easy.
Knowing who should have them, how they’ll use them, whether your Microsoft 365 environment is ready, and how you’ll measure value takes more planning.
Before moving forward, answer three questions:
Is Your Data Ready?
If company information is scattered, outdated, poorly organized, or difficult to find, introducing AI can amplify those problems rather than solve them.
Is Your Security Ready?
Understand permissions, access, governance, and security considerations before expanding AI across your organization.
Can You Demonstrate ROI?
Identify where employees are spending time today, which use cases could make the greatest difference, and how you’ll measure whether the investment is creating value.
Not sure? That’s exactly what the Copilot Readiness Assessment is designed to help you determine.
Is Your Business Ready for Microsoft 365 Copilot?
Before you invest in licenses, make sure your people, data, security, and business processes are ready to get value from Copilot.
OmniVue’s free 30-minute Copilot Readiness Assessment helps you identify where Copilot could have the greatest impact, what may need attention before deployment, and which employees and use cases make the most sense to start with.
What We'll Cover
This isn't a generic Copilot demo. We'll talk about your business, your employees, and how work gets done today.
Why are you considering Copilot, and what are you hoping to improve?
Which teams and roles spend the most time working in Microsoft 365?
Where are employees spending too much time on repetitive, frustrating, or manual work?
We'll discuss file organization, access, permissions, security, and other readiness considerations.
We'll identify potential use cases, which employees may be the best candidates for Copilot, and recommended next steps.
Your Data
Is your Microsoft 365 environment ready?Messy files, outdated content, and poorly organized information can make it harder to get the experience you expect from AI. We’ll discuss your current environment and identify areas that may need attention.
Your Security
Are your permissions and security ready?Understand the security, access, and governance considerations that should be addressed before expanding AI across your organization.
Your ROI
Where will Copilot actually create value?We’ll look at how your employees work today, where time is being lost, and which roles and use cases could provide the strongest starting point for Copilot.
Setting Up Copilot:
Integrating Microsoft Copilot is straightforward with the right guidance. OmniVue can help you navigate the setup process effectively by focusing on these essential steps:
1. Identity and Access Management:
Develop a strategy to control user access and permissions, ensuring only authorized personnel can utilize Copilot.
2. Data Classification and Governance:
Classify your data to manage its flow, granting team members access only to the information relevant to their roles.
3. Configuration and Licensing:
Properly configure Copilot and ensure all users have the necessary licenses for full access and functionality.
4. Team Engagement:
Communicate the benefits and usage of Copilot to your team. A training plan will help them adapt quickly to the new tool.
5. OmniVue Support:
Partner with OmniVue for expert guidance in establishing security measures and preparing your organization for Copilot. We’ll ensure you’re set up for success.
By following these steps and collaborating with OmniVue, your organization will be well-equipped to leverage Microsoft Co-Pilot’s capabilities efficiently.
How Copilot Works with Dynamics 365 and Power Platform
Dynamics 365 Sales
- Real-time insights into customer interactions
- Data-driven next best action suggestions
- Personalized communication at scale
- Automation of routine sales tasks
- More time to build relationships and close deals
Dynamics 365 Business Central
- Automates data entry and reporting
- Streamlines financial and operational processes
- Provides contextual, real-time assistance
- Reduces errors and boosts productivity
- Enables faster, informed decision-making
Dynamics 365 Customer Insights
- Aggregates and analyzes customer data
- Reveals actionable insights and trends
- Improves understanding of customer behavior
- Enables personalized marketing strategies
- Turns raw data into valuable intelligence
Power Platform
- Simplifies app development in Power Apps
- Offers intelligent design and feature suggestions
- Generates code snippets to speed up building
- Recommends best practices automatically
- Makes development easier for all skill levels
Our Expertise
OmniVue combines deep experience with proven technology to help businesses thrive.
Frequently Asked Questions about Microsoft Copilot
What is Microsoft Copilot?
Microsoft Copilot is Microsoft’s AI assistant that helps people write, summarize, analyze information, and automate routine work using everyday language. Microsoft 365 Copilot is the business version built into Word, Excel, PowerPoint, Outlook, and Teams. It bases its answers on your organization’s emails, files, and meetings while respecting the permissions you already have.
How do I get started with Copilot?
Start by confirming your licensing, then make sure your data permissions and security are in order before rolling Copilot out to a focused group of users. Choose a few high-value uses, such as meeting summaries, email drafting, or Excel analysis, and back them with training. OmniVue’s free 30-minute Copilot Readiness Assessment can help you decide where to begin.
- Confirm your Microsoft 365 or Dynamics 365 licensing and eligibility for Microsoft 365 Copilot (or the appropriate add-on).
- Work with your IT team to prepare data permissions, security, and governance.
- Start with high-value use cases—such as meeting summarization, email drafting, data analysis in Excel, or process automation in Business Central.
- Explore ready-made agents and build custom ones in Copilot Studio.
- Invest in user training and change management to drive adoption.
OmniVue can help with each of these steps. As your Microsoft Partner specializing in Dynamics 365, Business Central, Power Platform, and Copilot, we guide you through readiness assessments, secure configuration, use-case prioritization, custom agent development, training, change management, and ongoing optimization, so you move from experimentation to measurable results quickly and confidently.
What are AI agents in the Microsoft ecosystem?
AI agents are AI assistants that can do more than answer questions. They can plan multi-step tasks, take actions, and work on your behalf or alongside you. In Microsoft’s ecosystem, agents run inside Microsoft 365 Copilot, Teams, and Dynamics 365. They can be ready-made, built with low-code tools like Copilot Studio, or fully custom.
What is Copilot Studio?
Copilot Studio is Microsoft’s low-code platform for building, testing, and managing custom AI agents. You can design an agent in plain language or with a visual editor, connect it to data such as SharePoint or Dataverse, add actions and business rules, and publish it to Microsoft 365 Copilot, Teams, or your website. It’s part of Microsoft Power Platform.
What is Agent 365?
Microsoft Agent 365 is Microsoft’s central control system for AI agents across an organization. It gives IT and security teams one place to see, govern, and secure every agent, whether it’s built with Microsoft tools or comes from a partner. It uses Microsoft Entra for identity, plus Defender and Purview for security. Features and licensing vary by plan.
What is Work IQ?
How does Copilot handle security and permissions?
Copilot follows the security and permissions you already have in Microsoft 365. It can only see data the signed-in user already has access to, and it honors controls such as multifactor authentication, sensitivity labels, and data loss prevention policies. Your data stays within your Microsoft 365 tenant and isn’t used to train the underlying AI models.
- Copilot only accesses data the signed-in user already has permission to see (via Microsoft Graph and the same role-based access controls used elsewhere in Microsoft 365).
- It honors Conditional Access, multifactor authentication, sensitivity labels, Data Loss Prevention (DLP) policies, and encryption.
- Customer data stays within your Microsoft 365 tenant boundary and is not used to train the underlying foundation models.
- Oversharing risks can be mitigated with tools such as Microsoft Purview, SharePoint Advanced Management, and restricted content discovery.
In short, Copilot inherits the permissions and protections you already have in place.
How can OmniVue help with Copilot adoption?
OmniVue helps organizations move from experimenting with Copilot to getting real business value from it. As a Microsoft Partner focused on Dynamics 365, Business Central, Power Platform, and Microsoft 365, we support readiness assessments, secure setup, custom agents built in Copilot Studio, integration with Business Central and other systems, plus training, adoption, and ongoing governance.
- Strategy and readiness assessments
- Secure implementation and configuration
- Custom agent development with Copilot Studio
- Integration with Dynamics 365 Business Central, Sales, and other line-of-business systems
- Change management, training, and adoption programs
- Governance, security, and ongoing optimization
What Microsoft applications support Copilot?
Copilot works across most Microsoft business applications. These include Word, Excel, PowerPoint, Outlook, and Teams, Dynamics 365 apps such as Business Central and Sales, and Power Platform tools like Power Apps, Power Automate, and Power BI. It’s also built into Windows and Microsoft Edge. Features and licensing vary by product and subscription.
Copilot is available across a wide range of Microsoft applications, including:
- Microsoft 365 apps: Word, Excel, PowerPoint, Outlook, Teams, OneNote, Loop, and more
- Dynamics 365 (Sales, Customer Service, Business Central, and others)
- Power Platform (Power Apps, Power Automate, Power BI)
- Windows, Microsoft Edge, and Bing
- Azure services and security tools
- Custom agents published via Copilot Studio
Features and licensing vary by product and subscription.
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