Getting More From Copilot

Getting More From Copilot

18 February 2025 · By · Tagged as: Technology

See how Microsoft Copilot is helping businesses simplify everyday tasks and improve efficiency. In this blog, we share how our team uses it to save time, stay organized, and get more done. If you’re looking for practical ways to boost productivity, this post is for you.

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This is the second blog in our Copilot February series, where we're exploring how Microsoft Copilot can transform everyday work. In our first post, we introduced Copilot, explaining what it is and how our Marketing and Leadership team use it to simplify their tasks. This week, we’re diving deeper into practical, easy-to-implement ways to make the most of Copilot—focusing on real-life examples from our Solutions & Consulting team, Josh Jenkinson and Muhammad Khan.

Copilot for Everyday Workflows

Many businesses invest in powerful tools but don’t always take full advantage of them. Copilot is designed to take everyday tasks and make them faster, smarter, and more intuitive. The key is knowing how to use it effectively.

With Copilot, users can:

• Cut down on those time-consuming, repetitive tasks
• Find key insights from your data without digging through endless reports
• Make communication smoother with AI-suggested responses
• Keep projects on track and teams working together effortlessly

With a few small changes, businesses can make the most of CoPilot to save time and help their teams work smarter.

Quick Wins for CRM Users

Copilot integrates with Dynamics 365 really easily, offering intelligent automation and smart suggestions. Here are a few easy ways CRM users can make the most of Copilot right away:

• Save time on emails and messages by letting CoPilot help draft clear, professional responses.
• Quickly spot trends and get useful insights from your CRM data without the manual work.
• Keep tasks and follow-ups on track by using CoPilot to automate routine updates.
• Cut down on data entry by having CoPilot fill in fields and pull key details from conversations.
• Speed up customer support by getting AI-suggested responses and relevant knowledge base articles.

How Our Team Uses Copilot

Josh Jenkinson – Solutions & Project Management

Josh uses Copilot to keep his project management running smoothly by automating task tracking and CRM updates. Instead of manually logging updates or setting reminders, Copilot handles it for him—making sure client interactions are documented and nothing gets missed. This not only saves time but also keeps projects moving efficiently.

He also relies on CoPilot to summarize meetings, capturing key points and action items automatically. That means less time spent taking notes and more time focusing on getting things done."

Muhammad Khan – Functional Consulting

Muhammad relies on Copilot for functional consulting, especially when it comes to system configurations and documentation. By taking advantage of Copilot’s AI-powered capabilities, he can quickly generate setup recommendations, automate documentation, and ensure that client solutions are configured correctly with minimal manual effort. This allows him to focus more on providing strategic insights rather than getting bogged down in repetitive tasks.

He also uses Copilot to help with troubleshooting and solution design. By reviewing past cases and system data, Copilot can suggest the best configurations, ensuring clients get the most effective solutions tailored to their specific needs.

Best Practices

At CRM Knowledge, we’ve found these practices to be the most effective for getting the most out of Copilot.

• Start small and identify a few key areas where Copilot can immediately save you time and integrate it gradually.
• Train your team and ensure your employees understand Copilot’s capabilities and how to use it effectively in their roles.
• Customise for your needs by adjusting Copilot’s suggestions and outputs to align with your business processes.
• Review and refine by regularly assessing how Copilot is working for your team and make necessary adjustments to maximise its value.

Ready to Get More from Copilot?

If you’re looking to maximise your team’s efficiency with Copilot, we offer tailored training sessions—available as half-day or full-day options, on-site or remote. Our experts will guide your team in using Copilot effectively to meet their specific needs. Visit crmknowledge.co.uk/training to learn more about our training services, and don’t forget to check out our new sister website, powerapps4biz.com, for more information on Copilot and other Microsoft-based solutions!