AI That Works Where You Work
Microsoft Copilot supercharges your MSP’s daily operations by embedding AI directly into Dynamics 365, Microsoft 365, Outlook, and Teams. From sales to finance to service delivery, Copilot automates the repetitive, surfaces insights in real time, and frees your team to focus on growth.
Want to see Copilot in action?
The MSP Problem
Even with Dynamics in place, many MSPs still:
- Waste time on manual updates and repetitive admin.
- Struggle to extract insights buried in CRM and ERP data.
- Miss signals of churn, upsell, or margin erosion.
- Fight siloed processes that slow down collaboration.
AI isn’t just a “nice to have” anymore — it’s the key to competing in a market where speed, personalization, and efficiency decide who wins.

The Solution: Copilot Across the MSP Revenue Engine
Copilot transforms Dynamics and Microsoft 365 into a connected AI workspace:

01
Sales
- Summarizes accounts and opportunities instantly.
- Suggests next-best actions to accelerate deal velocity.
- Drafts outreach emails and meeting follow-ups in Outlook.

02
Marketing (Customer Insights)
- Generates campaign ideas and content on demand.
- Surfaces new customer segments for targeted campaigns.
- Provides AI-driven performance analysis and ROI recommendations.

03
Customer Service & Delivery
- Summarizes support cases and suggests resolutions.
- Flags at-risk accounts before renewal deadlines.
- Identifies upsell and cross-sell opportunities from service interactions.

04
Finance & Operations (Business Central)
- Automates variance analysis and financial reporting.
- Forecasts cash flow and revenue dips before they happen.
- Surfaces KPIs and insights directly in Teams for faster decision-making.

05
Data & Analytics (Power BI)
- Explains dashboards in natural language.
- Highlights anomalies or trends leaders should act on.
- Recommends actions based on predictive analytics.
What Good Looks Like
- Sellers focus on closing, not data entry.
- Marketing teams launch more personalized campaigns in less time.
- Service teams resolve faster and identify growth opportunities.
- Finance leaders trust forecasts and act on insights earlier.
- Everyone works from the same connected AI engine — right inside Teams and Outlook.


How to Get Copilot
Copilot is not a standalone product — it’s an add-on available across Dynamics 365 and Microsoft 365 apps. The right Copilot capabilities depend on which Dynamics solutions your MSP already uses or plans to implement.
Empellor CRM helps MSPs design the right Copilot strategy, ensuring you maximize value from your Dynamics investment.

Future-Proof Your MSP With AI
AI is reshaping the way MSPs compete and grow. With Copilot, your team doesn’t just work faster — they work smarter, guided by insights that improve every stage of the customer lifecycle. MSPs that embrace AI now will be better positioned to capture opportunities, retain customers, and scale efficiently in the years ahead.
