Microsoft Copilot

If you’re already living in Microsoft 365 or Dynamics, Copilot is the natural fit. It helps you move faster inside the tools you already use, automates admin work and keeps everything secure, scalable, and compliant. It’s not trying to reinvent your workflow; it’s making it more efficient.

If you’re looking for speed, flexibility or creative freedom, then ChatGPT still leads. It’s the place to explore ideas, test tone, prototype tools and solve unusual problems, without needing IT, licences or setup.

Yes. With connections via Power Automate or Microsoft Graph, Copilot can trigger actions (e.g. create tasks, send reminders, update records) from natural language prompts, reducing friction in workflows. 

We deliver change management, user workshops, prompt libraries, sample use-cases, best practice guides, support for governance and feedback mechanisms, so that Copilot becomes embedded in culture rather than being under-used or misused. 

Yes. For example Copilot can pull together data from chats, emails, meetings, Excel or BI dashboards and auto-generate summaries, slide decks or status reports, which saves manual data gathering and improves consistency.  

There are different levels/licences depending on which Copilot you use (Microsoft 365, Dynamics, Security etc.), how much usage (number of prompts, users, data connections), data capacity and whether custom training or prompt frameworks are built. Organisations should assess usage patterns and start with pilot licensing to avoid over-commitment. 

Prompt engineering (crafting good prompts) is key: specifying context, defining expected style or output, using internal data or content, refining prompts based on feedback. FormusPro helps users learn how to write good prompts to get more useful output. 

Absolutely. These sectors can use Copilot whilst ensuring strong compliance frameworks, maintain data privacy, restrict usage, audit all actions and use it to improve service delivery, reduce admin, improve reporting or grant writing etc. 

In support, Copilot can draft responses, suggest resolutions based on past cases, summarise incoming tickets, provide agents with context from customer history and help route or escalate issues using its understanding of your data. 

Yes. Copilot can summarise documents, provide “ask questions of your documents” features, generate FAQs or guides from internal content, helping employees find the information they need more quickly.  

Faster content creation, better consistency of output, improved user satisfaction, reduced manual repetitive tasks, enhanced decision-making from insights, better team collaboration and over time efficiency gains and creativity boosts. 

Pitfalls include unclear prompt/design of how Copilot will be used, missing or poorly configured data permissions, inadequate training or assuming Copilot replaces rather than augments human work. Avoid these via pilot projects, governance, feedback loops, change management. 

Some use cases (like drafting emails, summarising meetings, or generating initial drafts) can show noticeable gains within days to a week; more advanced uses (integrating it with business-systems, custom prompts, automation across apps) may take a few weeks to configure properly. 

Standard features include natural language prompt input, summarisation, content generation, task automation. The different modules overlay domain-specific capabilities: e.g. Dynamics Copilot focuses on business data / records, Security Copilot on threat insight, Fabric/BI Copilot on analytics insights, etc. 

Copilot inherits your organisation’s existing security, identity and compliance policies. Data isn’t used to train the LLMs outside your tenant, permissions are enforced and FormusPro helps configure tenant settings, roles, audit logs so privacy risks are minimised. 

We assist with readiness: identifying relevant business scenarios, connecting the correct data sources, ensuring security & governance is correctly configured, training users, embedding Copilot into workflows so it enhances work rather than disrupts it. 

Copilot for Dynamics can pull in records, customer interactions, financial data etc., suggest next best actions, help generate insights from CRM / ERP data, assist in case resolution, sales forecasting or process optimisations using your organisation’s own datasets. 

Copilot can draft emails, summarise meeting notes, create slide decks, analyse data in Excel, help brainstorm or plan in Word, generate chat responses in Teams… all saving time, reducing repetitive work and making content-creation easier. 

Copilot is Microsoft’s AI assistant that combines large language models with your organisation’s data (via Microsoft Graph, Dynamics, etc.) to help automate, generate and enhance your workflow… writing, summarising, analysing, and acting, directly in apps people use every day.