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  • The UK financial industry is increasingly focusing on skills in AI, data, and compliance for recruitment.
  • Fintech lender Kissht receives SEBI approval for over Rs 1,000 crore IPO; Vertex Ventures and others divest shares.
  • MAS suggests regulatory adjustments to streamline dual listings on SGX and Nasdaq.
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  • Key AI Regulatory Compliance Challenges for Financial Institutions in 2026
  • Broadridge Acquires Stake in DeepSee, a Utah-Based AI Startup Focusing on Automated Agents for Financial Services.
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Home » M365 customers can utilize sales AI funding through Copilot – Computerworld
AI in Finance

M365 customers can utilize sales AI funding through Copilot – Computerworld

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Microsoft 365 Copilot Introduces New Features for Sales, Services, and Finance

Microsoft has announced this week that the Microsoft 365 Copilot for Sales, Services, and Finance will be included in the Microsoft 365 Copilot subscriptions at no additional cost. This integration promises to enhance productivity and streamline processes for businesses leveraging these tools.

What is Microsoft 365 Copilot?

Launched in 2023, Microsoft 365 Copilot offers an AI-powered assistant that integrates seamlessly with popular applications such as Outlook, Teams, and Word. This innovative feature provides users with assistance in various tasks, enhancing overall productivity. The basic subscription comes at a competitive price of $30 per user per month, making it an accessible solution for many companies.

New Role-Specific Capabilities

In a move to cater to diverse business needs, Microsoft introduced role-specific Copilot functionalities last year. These enhancements are tailored for sales, service, and finance professionals, allowing companies to leverage advanced features that suit their specific operational requirements.

Sales Copilot Features

The Sales Copilot, for instance, empowers users by granting access to Customer Relationship Management (CRM) records directly through the AI assistant. This makes it easier for sales teams to update client information, track interactions, and manage leads—all within a streamlined workflow.

Finance Copilot Advantages

Similarly, the Finance Copilot is equipped to interact with Enterprise Resource Planning (ERP) systems and various financial planning applications. This integration facilitates the automation of critical functions, such as generating reconciliation reports, which can significantly reduce time spent on manual processes and increase accuracy in financial reporting.

Service Copilot Integration

Additionally, the Services Copilot enhances customer support capabilities, enabling teams to efficiently manage client inquiries and support tickets. This AI-driven feature ensures that customer service representatives have instant access to relevant information, leading to quicker resolutions and improved client satisfaction.

Future Implications for Businesses

The inclusion of these specialized Copilot functionalities within the Microsoft 365 suite signifies a strategic direction towards comprehensive automation and enhanced decision-making capabilities for businesses. As companies continue to navigate an increasingly competitive landscape, having such tools readily available can be a game-changer for operational efficiency and success.

Conclusion

Overall, Microsoft’s initiative to incorporate Sales, Services, and Finance Copilot features at no extra cost to Microsoft 365 subscriptions highlights its commitment to empowering organizations with cutting-edge tools. By leveraging the capabilities of AI-driven assistance, businesses can enhance productivity, streamline operations, and drive better results.

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Related Posts

The UK financial industry is increasingly focusing on skills in AI, data, and compliance for recruitment.

January 12, 2026

Broadridge Acquires Stake in DeepSee, a Utah-Based AI Startup Focusing on Automated Agents for Financial Services.

January 8, 2026

The impact of AI on financial trading and investment approaches.

January 8, 2026
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The UK financial industry is increasingly focusing on skills in AI, data, and compliance for recruitment.

January 12, 2026

Fintech lender Kissht receives SEBI approval for over Rs 1,000 crore IPO; Vertex Ventures and others divest shares.

January 12, 2026

MAS suggests regulatory adjustments to streamline dual listings on SGX and Nasdaq.

January 12, 2026
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