Microsoft integrates Copilots for Sales, Finance, and Services into Copilot subscription

Microsoft expands the Copilot subscription. Organizations gain access to tailored features for sales, service, and finance professionals without having to pay extra.

Copilot has become an integral part of the Microsoft ecosystem today. Microsoft aims to develop a Copilot for everyone. Therefore, it’s adding new, role-based Copilot assistants for sales, finance, and service to the subscription. This gives teams access to customized AI guidance.

The role-based Copilots weren’t new in themselves, but previously required the purchase of a separate and expensive subscription. Copilot for Sales, for example, cost you fifty euros per month. Now, the various Copilots are integrated into the Copilot subscription that costs ‘only’ 28.10 euros per month.

Copilot for Sales, Customer Service, and Finance

With this expansion, Microsoft is addressing the needs of three business departments that greatly benefit from time savings and accurate information, as it writes in a blog. For sales professionals, Copilot now brings information from CRM systems like Dynamics 365 and Salesforce directly into Outlook and Teams. Users can ask specific questions without interrupting their workflow.

In customer service, Copilot now helps to process cases faster. Employees can automatically request a summary of a customer case or have an email with a solution drafted based on contextual information. Updating records is also smoother as less switching between different windows or systems is required.

For financial departments, Copilot brings data from ERP systems like Dynamics 365 and SAP directly into Excel and Outlook. This makes it easier to, among other things, draft customer emails with payment history. Additionally, users can automatically reconcile transactions and flag discrepancies. Analysis functions in public preview, such as variance analyses and data preparation, help make insights available to decision-makers more quickly.

Copilot for all

The three role-based solutions will be available to existing Microsoft 365 Copilot users from October 2025. The additions are part of Microsoft’s broader strategy to make AI accessible to various functions within an organization. In this mission, the company sometimes goes a bit too far.

Microsoft emphasizes that more than 70 percent of ‘Fortune 500’ companies now use Copilot. Yet, Microsoft’s AI assistant is still far from being as popular as ChatGPT.