Microsoft Copilot is a conversational AI assistant that is fundamentally changing how work gets done.
Copilot helps employees and leaders elevate their work, to make better decisions, automate routine tasks, and perform new tasks – directly within the tools they already use.
At Encore, we help organizations understand, configure, govern, and adopt Copilot in ways that are secure, practical, and tied to measurable business value.
Microsoft Copilot is the central interface and a key working layer within the Microsoft AI ecosystem, spanning Microsoft 365, Dynamics 365, and the Power Platform.
Beyond improving efficiency, Copilot enables people to execute tasks that were previously considered unrealistic or not feasible, such as reasoning across large volumes of organizational data, real-time analysis, and acting on insights directly within familiar Microsoft applications.
While the experience feels consistent, Copilot is licensed, enabled, and scoped differently depending on the product and workload. Broadly, Copilot appears as:
Learn more about Copilot as your AI companion for everyday work.
Watch this video for a quick look at how Copilot supports everyday work inside Microsoft 365 tools:
Microsoft 365 Copilot works across Teams, Outlook, Word, Excel, PowerPoint, and SharePoint, helping users interact with their documents, meetings, emails, and data in new ways using natural language.
Rather than replacing how people work, Copilot fits into daily routines, helping users create content, summarize information, prepare for meetings, and move work forward more quickly.
Microsoft 365 Copilot Chat offers a secure, chat-based AI experience that does not require a Microsoft 365 Copilot license. It’s often an entry point for AI exploration, while M365 Copilot enables deeper productivity tied directly to organizational data and workflows.
Copilot Chat allows users to explore ideas, ask general questions, and work through problems using publicly available information and permitted organizational context.
Dynamics 365 Copilot embeds AI directly into business processes, supporting teams across finance, operations, sales, service, and supply chain.
Built into the Dynamics 365 platform and governed by your organization’s security, data, and business rules, Copilot delivers context-aware assistance that aligns with how your business operates.
Copilot in Dynamics 365 Business Central helps teams work more effectively with their data by using natural language instead of menus and reports.
Copilot in Business Central helps users:
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Copilot in Dynamics 365 Finance & Operations supports complex, process-heavy environments by delivering AI assistance directly inside workflows.
Key Copilot experiences include:
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Copilot extends across Dynamics 365 CRM applications, helping sales, service, and operations teams reduce manual effort while surfacing insights, connections, and actions that were traditionally time-consuming or weren’t accessible at all.
Copilot in Dynamics 365 Sales helps sellers:
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Copilot in Customer Service helps agents and supervisors:
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Copilot helps unify and enrich customer data to:
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Copilot supports technicians and dispatchers by enabling them to:
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Note: Depending on the application, Copilot capabilities may be included with your existing Dynamics 365 licenses or enabled through extensions.
Some Dynamics applications offer expanded Copilot capabilities through extensions often identified by the “Copilot for …” naming convention, such as Copilot for Sales, Service, or Finance. These extensions provide deeper role‑specific insights and automation and may require additional licensing.
Before adding extensions, it’s critical to identify the right use cases, data readiness, and guardrails. Our Copilot Value Prototype engagement helps you uncover high-impact opportunities and build a clear, practical roadmap.
Copilot is embedded across the Power Platform, enabling organizations to build and extend solutions using natural language. Copilot is available in:
Copilot in Power Platform continues to evolve, enabling new ways to design and extend business solutions, reducing the technical barrier to innovation.
Microsoft Copilot Studio allows organizations to create, implement, and oversee custom AI agents designed for specific business needs.
These intelligent virtual agents can enhance customer experiences and optimize internal processes.
In this short video, discover what’s possible with Copilot Studio.
Note: While Copilot Studio is approachable, production use cases benefit from thoughtful design, governance, and integration planning. Encore helps organizations align these agents with real business processes and data structures.
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Copilot is the primary interface employees use to interact with AI, but much of the real work and value is delivered through agents working behind the scenes.
Agents are purpose-built, task-focused AI helpers designed to carry out specific business functions and processes. They can answer role-based questions, automate workflows, retrieve and act on data, or support users inside applications like Microsoft 365 and Dynamics 365.
In practice, Copilot provides the conversational interface while agents do the focused work that turns prompts into action.
Our Chief Revenue Officer, Aran Cameron, walks through Copilot, covering how Microsoft structures it, what Copilot and Agents do, and how it compares to other AI tools:
Some agents are built directly into Microsoft workloads, while others are custom-designed using Copilot Studio to support unique processes or industry-specific scenarios.
In all cases, Copilot provides a consistent and secure way for users to interact with agents while respecting permission, data, and governance.
Copilot and Agents are designed to complement each other, working together as an intelligent network that transforms how we think about and approach our everyday work.
For a deeper comparison, please read our Copilot vs. Agents article.
Copilot enables new ways of working, but its impact depends on how well it aligns with your data, workflows, and business goals.
Encore has created the Copilot Value Prototype to help organizations identify high-impact opportunities and establish a strong foundation for AI initiatives. Discover where Copilot can deliver measurable value with the Copilot Value Prototype.
Microsoft Security Copilot is a standalone AI solution designed for security professionals. It helps teams:
Security Copilot integrates with Microsoft’s broader security portfolio to help defenders operate at scale and respond faster. Explore pricing options for Microsoft Security Copilot.
Microsoft Copilot is built on Microsoft’s enterprise security foundation, which incorporates robust security measures to safeguard user data and maintain privacy. Here are some key aspects:
Learn how to use Microsoft Copilot safely for your business.
Copilot licensing varies by product and workload and continues to evolve. For licensing options and eligibility specific to your current environment, contact your Account Manager.
Navigating Copilot’s licensing and pricing can be intricate, but understanding the requirements is essential for efficient usage.
Copilot for Microsoft 365 is currently available as an add-on at $30 USD per user per month with an annual subscription. Canadian pricing is available here.
Microsoft offers promotional pricing for Microsoft 365 Copilot through bundled licensing models, such as the Frontier suite and Microsoft 365 E7.
At this time, licensed Dynamics 365 users can leverage Copilot’s functionality at no additional charge.
Enabling Copilot’s features depends on your specific Dynamics 365 ERP or CRM solution and your licensing and security roles. Contact us to ensure that you have the necessary licensing to qualify for Copilot usage.
Copilot is generally available across the Power Platform, based on platform licensing, and will be enabled by default, depending on your licensing.
You can learn more about Power Platform licensing here.
Copilot Studio operates on a flexible consumption model using Copilot credits. As users interact with Agents, these credits are generally used at a rate of 1 credit per US cent, though this can vary by scenario.
You can read about Copilot Studio licensing here.
Please note that all pricing is subject to change without notice. Always contact Encore for the most current product pricing and for specific advice tailored to your situation. Additionally, feature availability may vary based on your country; please contact your account manager to review which features and functionality are currently available in your location.
Encore is dedicated to helping businesses leverage the latest Microsoft technologies to unlock growth and productivity for your organization.
Our team can help you find new ways to work with Microsoft Copilot within your existing Microsoft solutions, provide guidance on data security measures, and offer tips to maximize your team’s productivity with Copilot. We support you with:
Encore helps organizations strengthen their AI strategy in practical, meaningful ways with an outcomes-focused starting point. Our Copilot Value Prototype engagement brings all of this together. By working closely with leaders, we align Microsoft Copilot with real business priorities, processes, and industry realities, establishing appropriate guardrails and focusing on outcomes that drive genuine business impact.
Whether you’re building foundational AI awareness, rolling out Copilot, or looking to scale and extend AI across your business, we’re here to help. Complete the form below to start a conversation with our experts.
Yes, Dynamics 365 licenses encompass Copilot. Copilot is included in Dynamics 365 Business Central, Dynamics 365 Finance & Operations, and Dynamics 365 CRM solutions. System administrators can grant user access, implement data governance, and deactivate or activate specific AI capabilities.
Yes, regional restrictions exist for some Copilot features. In some cases, certain Copilot features may roll out to the United States before Canada and other countries. You can see full details here in Microsoft’s Copilot international availability table.
No. When you use Copilot in Dynamics 365, your data will not be shared with anyone. Data permissions and data protections in Business Central, Finance & Operations, and CRM will transfer over to Copilot. Microsoft doesn’t read your prompts or train AI models using your data. Learn more about the security of Dynamics 365 Copilot features.
Copilot Pro is a product for users with Microsoft 365 Personal or Family subscriptions, with the aim of providing AI capabilities within Excel, PowerPoint, and other Microsoft 365 apps.
Microsoft 365 Copilot is built for business users with Microsoft 365 Business or Enterprise subscriptions. Its aim is to integrate AI into business applications and leverage organizational data.
Copilot agents provide AI-driven support tailored to perform specific business processes for individuals and organizations. You can leverage agents to automate repetitive tasks and workflows by providing sets of instructions and connecting the Copilot agent to your available data and knowledge sources.
Copilot is the interface people interact with, while agents are specialized AI helpers that perform specific tasks behind the scenes. Users typically access agents through Copilot. Think of it as one Copilot for every employee, while agents represent business processes and tasks.