Moving sales, service, and finance to the Frontier with Microsoft 365 Copilot

Frontier Firms are a new type of organization that puts AI at the heart of business—reinventing customer experience and employee productivity while reshaping processes and bending the curve on innovation. Copilot is powering this transformation with unprecedented adoption by more than 100 million commercial and consumer users and by more than 70% of the Fortune 500. Today, we’re announcing the addition of role-based AI solutions to Microsoft 365 Copilot for sales, service, and finance professionals to help these critical functions move to the Frontier.

Sales

Sales professionals are the revenue engine for every organization and the function where time is literally equal to money. The Sales solution in Microsoft 365 Copilot brings AI directly into the applications that sellers use daily—Copilot, Outlook, and Microsoft Teams—to help them move with speed and agility while staying focused on customer engagement.

For example, sellers can now prepare for customer meetings with the help of Copilot, right in the flow of work, with fast access to customer relationship management (CRM) opportunity details, recent communications, and company insights.  They can also ask Copilot to help with tasks like “Give me a list of deals at risk of falling through,” “Help me create a plan to close this deal,” and even “Update this CRM record” all in the flow of work.

Microsoft 365 Copilot connects with leading CRM tools, including Dynamics 365 and Salesforce, to make it easy to stay informed and engaged.

The role-based sales solution can transform the way our teams work. Now that it’s part of Microsoft 365 Copilot, we can scale AI across the business much faster to accelerate adoption.

Shaun Worsley, Sales Process & Technology Manager, Sandvik Coromant

Service

Customer service professionals are the frontline of brand loyalty, balancing rising customer expectations with growing workloads and fragmented toolsets. The Service solution in Microsoft 365 Copilot helps these professionals resolve issues faster and deliver personalized experiences that build lasting relationships.

For example, customer service professionals can now generate a concise case summary to quickly get up to speed without poring through pages of notes, draft a customer-ready email with resolution details and other contextual information that can be further customized before sending, or simply view and update records without having to switch windows and navigate to the CRM. This can mean fewer clicks, faster responses, and more time spent helping customers.

Finance

Finance is about more than transactions—it’s about making sure the business has accurate numbers, steady cash flow, and insights needed to pursue a growth agenda. The Finance solution in Microsoft 365 Copilot brings enterprise resource planning (ERP) connected data directly into Copilot, Excel, and Outlook to help finance teams manage tasks and gain faster insights.  

For example, finance teams can now draft customer emails with account details and payment history; enable accelerated financial reconciliation by matching transactions, flagging discrepancies, and preparing reports; perform variance analysis (public preview) that highlights anomalies, surfaces potential drivers, and generates draft explanations for leaders; and use data preparation (public preview) to clean, reshape, and structure ERP exports into analysis-ready reports and enabling time savings on manual work.

Microsoft 365 Copilot connects with leading ERP tools, including Dynamics 365 and SAP.

Powering Frontier sales, service, and finance teams

With role-based solutions in Microsoft 365 Copilot, sales, service, and finance teams can work smarter and faster—right where work happens. These role-based solutions will be available for installation to Microsoft 365 Copilot customers via the Microsoft 365 Copilot Agent Store starting in October 2025.