AI assistance for every person in Outlook, Teams, Excel and Dynamics 365. We roll Copilot out safely, and add agents where a whole process needs to run.
Microsoft Copilot is an AI assistant embedded across the entire Microsoft ecosystem. It is not a standalone product but a cross-cutting capability that enhances how people work in Dynamics 365, Microsoft 365, and Power Platform. From drafting emails in Outlook to forecasting revenue in D365 Sales to generating Power BI reports from natural language, Copilot brings generative AI to every business function.
Copilot is the personal productivity layer of the Microsoft AI building blocks we use. When a whole process needs to run, with people handling only the exceptions, we put agents into it through our finance operations, IT operations and software delivery offers. Copilot stays useful to the people who review that work.
Every knowledge worker, sales rep, service agent, finance professional, and operations team member who uses Microsoft tools. Copilot meets users where they already work — no new application to learn, no context switching required. It is especially valuable for organisations that want to accelerate AI adoption without building custom solutions.
Copilot helps one person do their own work faster. Agents take on a whole step of a process, within limits you set, and pass the exceptions to people.
The results below come from redesigning whole processes around agents, across clients' own line-of-business applications. They did not come from Copilot on its own.
Copilot drafts a reply to a supplier query for a person to send. In agentic finance operations, agents check the ledger and answer routine queries within agreed limits.
Agents send anything outside their limits to the right person, with the evidence and a suggested action attached. People approve, and agents never approve their own work.
Copilot can summarise a ticket for an engineer. Our IT agents triage and diagnose it, prepare and test the fix, and write the CAB pack.
We check SharePoint and data permissions before any Copilot or agent rollout, so neither surfaces data it should not.
Finance operations · PE-backed group
£32m
Annual savings
450+ FTE of capacity released
IT operations · PE-backed business
£7m
Added to annual EBITDA
70% Leaner IT organisation
Clients are anonymised at their request. See all results.
Draft emails, prepare meeting briefs, score opportunities, and get next-best-action recommendations to close deals faster.
Summarise cases, draft responses, suggest knowledge articles, and detect customer sentiment for faster resolution.
Analyse financial data, generate reports, reconcile accounts, and create purchase orders with natural language commands.
Summarise emails and meetings in Outlook, generate documents in Word, analyse data in Excel, and create presentations in PowerPoint.
Copilot is not a single product — it is embedded across the Microsoft ecosystem. The features available depend on which applications your organisation uses and the associated licensing. Below is a summary of key Copilot capabilities by application.
| Feature | D365 Sales | D365 Customer Service | D365 Business Central | M365 (Outlook/Teams) | Power Platform |
|---|---|---|---|---|---|
| Email Drafting & Summarisation | |||||
| Meeting Prep & Summaries | |||||
| Record Summarisation | |||||
| Natural Language Queries | |||||
| Data Analysis & Insights | |||||
| Content Generation | |||||
| Opportunity / Case Scoring | |||||
| Workflow Suggestions | |||||
| App / Report Generation |
Copilot features vary by application and licensing tier. Some features require Copilot add-on licences. Contact Veriland for details.
Here is how common tasks change when a person has Copilot to hand. The person still checks and owns every output.
| Feature | Without Copilot | With Copilot |
|---|---|---|
| Email follow-up after meeting | Written by hand from notes | Drafted by Copilot, then edited and sent by the user |
| Meeting preparation | Research across emails, files and CRM | A summary of recent emails, files and records to check |
| Pipeline forecasting | Built by hand in spreadsheets | Questions about the pipeline answered in plain English |
| Case summarisation | Reading the full thread history | A summary of the case to check |
| Financial reporting | Manual data gathering across reports | Natural language: "Show Q3 revenue by region" |
| Finding information | Search across multiple systems | Ask Copilot, with answers drawn from files the user can access |
| Creating Power BI reports | Requires BI expertise | Describe what you need in plain English |
| Onboarding new team members | Learning by shadowing colleagues | Answers from the organisation's own documents and policies |
Copilot features vary by application and licence. The user reviews every output before it is used.
Assess your Microsoft licensing, data quality, and security posture. Copilot requires M365 E3/E5 or D365 Enterprise licences. Veriland evaluates your readiness and identifies prerequisites.
Copilot for M365 is an add-on at approximately £22.60 per user per month. Copilot in D365 is included with Enterprise licences. Veriland helps you optimise your licence mix to maximise value.
Start with a pilot group of 20-50 users across departments. Measure impact on productivity, user satisfaction, and time savings. Build internal champions and use cases.
Roll out organisation-wide with role-based training, prompt libraries, and governance policies. Continuously measure ROI and expand Copilot use to new scenarios.
Copilot adoption is as much about change management as technology. Veriland Consulting provides structured adoption programmes that ensure your teams get real value from AI, not just access to it. Book a Copilot readiness assessment.
Copilot works across the full Microsoft ecosystem. It draws on data from Microsoft Graph, Dataverse, and connected systems to provide contextually relevant AI assistance wherever your team works.
Copilot delivers value across every business function. Here are the most impactful Copilot scenarios by team type.
Email drafting, meeting prep, pipeline forecasting, opportunity scoring, and follow-up automation.
Case summarisation, response drafting, knowledge article suggestions, and sentiment detection.
Financial analysis, report generation, account reconciliation, and cash flow forecasting.
Process automation, document processing, workflow optimisation, and data-driven decision making.
Veriland Consulting helps UK organisations unlock the full potential of Microsoft Copilot. Our approach focuses on real business value, not just technology deployment.
Evaluate your Microsoft licensing, data readiness, security posture, and organisational readiness for AI adoption.
Identify high-impact use cases, select pilot users across departments, and define success metrics for measuring Copilot's business impact.
Deliver role-based Copilot training with prompt engineering guidance, best practice sharing, and champion network development.
Roll out organisation-wide with governance policies, data protection measures, usage analytics, and continuous optimisation.
Microsoft Copilot is an AI assistant embedded across Microsoft 365 and Dynamics 365 applications. It uses large language models combined with your organisation's data to help with drafting emails, summarising meetings, analysing data, forecasting, and many other tasks — all within the apps your team already uses.
Copilot for Microsoft 365 is an add-on at approximately £22.60 per user per month on top of M365 E3/E5 licences. Copilot features in Dynamics 365 are included with Enterprise-tier licences (e.g., Sales Enterprise, Customer Service Enterprise, Business Central). Contact Veriland for a tailored licensing assessment.
Yes. Copilot operates within your Microsoft tenant boundary and is governed by the same security, compliance, and privacy policies as your existing Microsoft 365 environment. Your data is not used to train the underlying AI models and does not leave your tenant.
Copilot for M365 requires Microsoft 365 E3 or E5 plus the Copilot add-on. Copilot in Dynamics 365 requires Enterprise-tier licences (e.g., Sales Enterprise, CS Enterprise). Some features may require additional add-ons. Veriland can audit your current licences and recommend the optimal path.
The timeline depends on the number of users and the state of your data and permissions. Veriland starts with a pilot group, then rolls Copilot out across the organisation with role-based training and adoption support. Our Microsoft 365 Copilot Adoption programme sets out each phase and its timing, so your teams get real value, not just access.
Copilot is available in D365 Sales, Customer Service, Business Central, Finance, Supply Chain Management, and other D365 apps. The features differ by application. For example, Sales Copilot focuses on email drafting and forecasting, while BC Copilot focuses on financial analysis and reporting.
Yes. Copilot can be extended through Copilot Studio to create custom prompts, plugins, and connectors that align with your specific business processes and terminology. Veriland helps organisations build custom Copilot experiences that go beyond out-of-the-box capabilities.
Copilot Studio is a platform for customising and extending Copilot. It allows you to build custom AI agents, create bespoke prompts, connect to external data sources, and define governance policies. It is the foundation for AI agents (see our AI Agents capability page).
Veriland measures Copilot ROI through time savings per user, task completion speed, user adoption rates, and business outcome metrics such as faster deal closures or improved case resolution times. We establish baselines before rollout and track improvements continuously.
Copilot operates within your existing Microsoft compliance framework. All interactions are logged and auditable. Microsoft Purview can be used to monitor Copilot usage, classify data, and enforce data loss prevention policies. Veriland helps set up governance from day one.
Veriland built a production property search platform for a UK water utility processing 4,000+ orders per month — then rebuilt it from scratch as VeriConvey, an AI-native SaaS product bringing agentic automation to the entire UK conveyancing industry.
Brighton Harwood partnered with Veriland to build an AI-powered investment intelligence platform on Azure AI Foundry — extracting insight from 15 years of unstructured deal data using fine-tuned models, RAG architecture, and Dynamics 365 Finance & Operations.
XenVit deployed Dynamics 365 Finance & Operations across multinational operations and fine-tuned an open-source LLM on Azure to transform sales, marketing and customer service.
Book a free Copilot readiness assessment. We will show you where Copilot fits your teams, and where agents fit better.
Or call us directly: 01625 569 777
