Streamlining Daily Workflows with Copilot for Microsoft 365: Alister’s Story

As a Managing Director for our Data & AI Practice, Alister Jones works with multiple customers and projects every week, requiring him to stay on top of numerous communication channels and platforms. He knows how challenging it can be to keep track of all the emails and Teams messages he receives, especially when working across different time zones and deadlines. That’s why he leverages Copilot for Microsoft 365, to help him stay organised, productive, and responsive.

What is Copilot for M365 and how does Alister use it?

Copilot is an intelligent assistant that integrates seamlessly with Microsoft 365 applications, providing Alister with personalised insights and suggestions based on his needs and preferences.

Here’s how Alister uses Copilot to streamline his daily workflows.

“Every Monday morning, I ask Copilot in Outlook to show me what I need to prioritise from emails and Teams messages received in the last week. Copilot scans my inbox and chat history, and summarises the most important and urgent messages for me, highlighting any action items or deadlines.”

“Throughout the week, I use Copilot in Teams to remind me of any messages I haven’t replied to yet in the past two days, or to give me a recap of the conversations around project X this week. Copilot helps me stay on top of my communication, ensuring that I doesn’t miss any important updates or requests from customers or colleagues.”

What’s the impact?

With Copilot, Alister can work more efficiently and effectively, without worrying about forgetting or overlooking anything. Copilot also helps him build better relationships with his customers, as he can respond faster and more accurately to their needs and feedback.

Top tip

If you’re coming back from a holiday or a long break, you might feel overwhelmed by the amount of emails and messages waiting for you. Why not ask Copilot in Outlook to “catch me up on emails from the past two weeks. Organise and summarise by topic”? Copilot will group your emails by subject and provide you with a brief overview of each topic, so you can quickly get up to speed and decide what to do next.

Want to find out more about Copilot for Microsoft 365?

In the new year Microsoft is implementing changes to their Enterprise Agreements (EA) which are set to impact how businesses manage their Microsoft software and services, particularly for those using cloud-based solutions. The changes are in line with Microsoft’s broader business strategy to streamline licensing and emphasise subscription-based models.

Before Copilot, our Sales Specialists, like Jamie Cronk, had to balance customer calls, detailed note-taking, and proposal creation, which was time-consuming and prone to human error. By using Copilot in Teams and Word, our Sales team have reported a really satisfying increase in productivity and accuracy.

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