Unlock the Full Potential of Microsoft 365 Copilot 

Microsoft 365 Copilot boosts productivity and creativity, helping you unlock more value and opportunity for your business. As your AI assistant for work, it automates business processes across functions, including sales, marketing, human resources (HR), legal, finance, and customer service. As a result, you and your team can focus on growing your business and scaling securely while staying in control of your business data.  

As a Copilot Jumpstart Ready Partner, our team of experts will guide you through your journey on how Microsoft 365 Copilot can boost your productivity and creativity, helping you unlock more value to grow and run your business. Integrated into the apps millions use every day, it combines the power of the most advanced AI models and your business data within Microsoft 365 to deliver accurate and relevant answers for your business. 

68%

of people say they struggle with the pace and volume of work & 46% feel burnt out. 

67%

of small to medium-sized businesses struggle with being innovative or thinking strategically.

61%

of SMBs believe they spend too much time searching for the right data or information when needed.

Meet Your New AI Teammates: Copilot Chat & Agents 

Copilot Chat
Copilot Chat offers a free, secure, and standardised AI experience, empowering your teams to test real-world use cases before committing to full-scale solutions. 

  • Free, secure AI chat powered by GPT-4o
    Complete market research, draft documents, prep for meetings, upload files, and collaborate across teams. 
  • Built-in agents accessible directly in chat
    Use natural language to create agents that automate repetitive tasks and business processes. 
  • Enterprise-grade IT controls
    Includes data protection, agent management, and secure access policies. 

Agents
Whether you’re using prebuilt agents or creating your own with Copilot Studio, agents help reimagine and streamline critical business processes. 

  • Deploy securely within Microsoft 365
    Agents can be published directly in the apps your teams use daily, with access limited to specific users or groups.
  • Automate workflows
    Simplify your expense submissions by automating your hiring and benefits updates. 
  • Trigger tasks using natural language
    Leverage connectors, workflows, custom topics, and AI prompts with no coding required. 

How to Build and Deploy Agents 

Copilot

Once created, you will be able to share your agent across your organisation to unlock capacity at scale. You can also now @mention your agent or ask questions directly in Copilot Chat, saving you valuable time to focus on your most important tasks.

Transform across functions with Microsoft Copilot 365  

Sales
Targetted prospecting

Copilot helps you identify patterns in customer data, leading to the discovery of high-quality data.  

Improve customer meetings   

Take notes, suggest talking points and surface customer and product information during the call.  

Create personalised offers  

Analyse customer interactions across the sales cycle using internal and public data and recommends best next steps for closing 

Accelerate customer research 

Summarise info from customer website, news articles, annual reports, and highlight investment priorities, goals, and challenges.  

Post-sale customer insights  

Analyse post-sale customer data to create highly personalised interactions and uncover upsell opportunities. 

Marketing
Streamline market research and strategy 

Analyse market conditions and competitive insights from internal and external sources, and get marketing strategies based on impact and business goals. 

Targeted campaigns 

Analyse customer data and info from external sources to create highly targeted marketing campaigns that are optimised for high propensity opportunities across marketing channels. 

Outage user communication 

Analyse root causes of incidents, quickly identify answers to relevant questions and accelerate communication to impacted users. 

Create marketing assets 

Empower marketers to generate creative, relevant, and personalised content at scale, significantly reducing the time and cost traditionally required for content development. 

Campaign performance tracking  

Analyse campaign performance, enabling marketers to swiftly identify and incorporate the most impactful marketing tactics, ensuring a more strategic and effective deployment of marketing resources. 

Finance
Financial Insights

Use natural language and Al agents for SAP, Oracle and other 3rd-party tools to extract insights and transform complex data into clear, actionable intelligence. 

Build business cases 

Copilot helps with analysis, enabling real-time scenario modelling and reducing time to deliver insightful, evidence-based proposals. 

Automate financial query management 

Automate routine financial processes and alert designated process owners to take action. Answer internal queries, reducing case volume and increasing the efficiency of internal teams. 

Accounting document evaluation 

Copilot can help by rapidly identifying discrepancies, predicting future trends, and ensuring compliance with financial regulations. 

Procurement insight acceleration  

Faster insights for contract data, supplier spend, and procurement business processes while uncovering cost-saving opportunities at unprecedented speed. Plus, automated tracking, management, and reporting of invoices.  

IT
Evaluate and purchase a new IT solution

Quickly compare available solutions in the market, aggregate multiple threads of conversations, create a holistic view of all essential business requirements for the new solution and create a solution RFP. 

IT helpdesk 

Create a chatbot to answer questions using internal policies, latest ticket status connects to a human for complex problems and update support documentation.

Outage user communication 

Analyse root causes of incidents, quickly identify answers to relevant questions and accelerate communication to impacted users. 

Lead technology strategy & change management  

Quickly research emerging technology, create a strategy document using external and internal data, and streamline business alignment and internal launch. 

Onboard and train new users  

Accelerate development of adoption plan, compliance and readiness assets along with training content that aligns with business goals.  

Customer Service
Boost field efficiency

You can tie directly to your CRM to begin drafting a work order based on the customer’s request. 

Identify a root cause  

Analyse relevant information from internal and external databases to aid diagnosis.  

Respond to a customer complaint 

Provide agents with step-by-step resolution procedures based on customer history, diagnose issues and procedures/historical resolution data to resolve an issue and respond to the customer. Allow customers to book a time that suits them to meet a technician. 

From Copilot to Agents: The Next Leap in AI

Discover how Dynamics 365 is evolving from personal productivity with Copilot to autonomous agents that do the work for you, right from sales prioritisation to field service scheduling and case management.

How Microsoft 365 Copilot keeps your enterprise and your data safe and secure 

Uncompromising data privacy and protection 
Copilot adheres to existing privacy, security, and compliance commitments, including GDPR and the EU Data Boundary, ensuring compliance with global standards and regulations. 

Advanced security measures 
You can implement multiple protections to block harmful content, detect protected material, and prevent prompt injection (jailbreak attacks). Plus, sensitive data is safeguarded via encryption and data isolation. 

Organisational data handling 
Secure access to organisational data via Microsoft Graph and provide contextual responses powered by relevant documents, emails, and chats. 

Regulatory compliance and transparency 
Comply with regulatory requirements and implement privacy controls and transparent data handling for all users through one interface. 

Ethical and responsible AI use 
Trust in Copilot, because Microsoft is committed to using AI responsibly, ensuring that AI systems are designed and used ethically, and continues to adapt and renew strategies as AI practices and technologies advance. 

Embrace the future of work with Microsoft 365 Copilot and Copilot Studio 

Boost productivity Automate repetitive tasks, enabling employees to focus on strategic, high-value work. 

Enhance collaboration Seamlessly integrate into tools like Microsoft Teams, Word, and Excel to streamline teamwork and decision-making. 

Personalised insights
Discover AI-driven recommendations tailored to specific roles and workflows. 

Streamline business processes
Enhance business operations across sales, marketing, customer service and so on.  

At Node4, we’re committed to helping businesses build a secure, scalable AI strategy that evolves with growth. As a Microsoft Solutions Partner, our internal adoption, client deployments, and technical capabilities have been fully vetted by Microsoft, positioning us to deliver tailored work packages that accelerate Copilot adoption with confidence.  

With Microsoft 365 Copilot, your organisation benefits from enterprise-grade security, compliance, and privacy policies, ensuring you stay in control of your data at every stage. Features like restricted SharePoint search and the Microsoft Copilot Copyright Commitment help protect your sensitive information and intellectual property.  

Whether you’re exploring AI for the first time or scaling it across departments, Node4 is your trusted partner in delivering secure, transformative AI solutions that empower your teams and future-proof your business. 

Gain a trusted partner on your AI journey with Node4

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