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Copilot for Service

 

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Serve More Customers Better & Faster

Customer service excellence is paramount to building lasting relationships and maintaining a competitive edge. Microsoft Copilot for Service empowers your service teams with AI-driven tools that streamline processes, enhance customer interactions, and improve overall efficiency. At TrellisPoint, we specialize in delivering tailored implementation services that help you harness the full potential of Copilot for Service, ensuring your teams can provide exceptional support that keeps customers coming back.

 

 

 

 

Copilot for Service Key Features

Copilot for Service for Managers

Improved Customer Experience

Improved Customer Experience

Develop AI-driven customer engagement tools, such as chatbots and virtual assistants, that provide personalized responses and support.

Instant Access to Relevant Information

Instant Access to Relevant Information

Copilot for Service provides real-time access to accurate information by pulling relevant data from various sources. This equips your agents with the knowledge they need to resolve issues efficiently and effectively.

Personalization in Customer Interactions

Personalization in Customer Interactions

Leverage AI-driven insights to personalize customer interactions at scale. Copilot for Service analyzes customer data and suggests tailored responses, improving the overall customer experience and fostering stronger relationships.

Accelerated Response Times

Accelerated Response Times

Copilot for Service empowers your team to respond to customer inquiries swiftly by offering AI-driven, real-time suggestions and automating routine interactions.

Consistent Customer Interactions

Consistent Customer Interactions

With Copilot for Service, every customer interaction is standardized and optimized through AI, guaranteeing a consistent and high-quality experience across all service channels, regardless of which agent handles the inquiry.

Copilot for Service for Teams

Better Training & Support

Training & Support

New team members can hit the ground running with the real-time guidance provided by Copilot for Service. The platform helps reduce the learning curve by offering contextual suggestions and support, boosting confidence and performance.

Secure & Compliant Service

Secure & Compliant Service

Copilot for Service ensures that all customer interactions and data handling are secure and compliant with industry regulations. This protects both the team and the organization from data breaches and compliance issues.

Better Workflow Management

Better Workflow Management

With Copilot for Service, team workflows are optimized and easier to manage. The platform adapts to dynamic service environments, ensuring that processes run smoothly and are responsive to changing customer needs.

Automation of Routine Tasks

Automate Routine Tasks

Eliminate the monotony of repetitive tasks like logging calls, updating customer records, and sending follow-up emails.

Easy Access to Information

Easy Access to Information

Copilot for Service gives team members instant access to the information they need by pulling data from various sources in real time. This ensures that agents can provide accurate and relevant solutions quickly.

Quickly Add Value

Get up and running right away, accelerating time to production by reducing integration and development efforts.

Quickly Add Value

Stay in The Flow of Work

With Microsoft Copilot for Microsoft 365 included, enable agents to access Copilot in Outlook and Copilot in Teams to summarize cases, update CRM records, and draft emails.

Stay in The Flow of Work

Build the Way You Want

Easily configure Copilot for Service to meet your needs, and further extend your copilots to unique requirements with Microsoft Copilot Studio.

Customize to Your Need

Embed in Your Tools of Choice

Deliver a copilot to agents in tools they already use such as Salesforce, ServiceNow, and Zendesk.

Embed In Your Tools of Choice

Popular Integrations with Copilot for Service

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Microsoft 365


Copilot for Service works closely with Microsoft 365 applications like Outlook, Teams, and SharePoint. This integration enables seamless communication, collaboration, and document management. Agents can easily access and share information, schedule meetings, and collaborate on customer issues within their familiar Microsoft 365 environment.

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Dynamics 365


Copilot for Service integrates seamlessly with Microsoft Dynamics 365, enhancing CRM capabilities by providing AI-driven insights, automating service tasks, and ensuring that customer interactions are logged and accessible in one unified platform. This integration allows teams to manage customer relationships more effectively and provides a comprehensive view of each customer’s journey.

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Power Platform


Copilot for Service integrates with the Microsoft Power Platform, including Power Automate, Power Apps, and Power BI. This allows teams to automate workflows, create custom applications, and gain deeper insights through data analytics. The integration helps streamline operations and provides actionable insights that improve service delivery.

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Slack


Integration with Slack allows Copilot for Service to enhance team collaboration by providing AI-driven insights and automation directly within Slack channels. This enables teams to discuss customer issues, share information, and resolve problems more efficiently in real-time.

copilot d 365 integrations

Copilot Articles

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Is the Invisible CRM Next? | Natural Language Control with D365 Sales

The Evolution of User Interfaces in CRM User interfaces have not fundamentally changed in decades. While the technology behind them has transformed from dumb terminals and mainframes to cloud hosted software. The core...
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Microsoft Power Pages Explained: Features, Use Cases, and Pricing

Microsoft Power Pages Explained In this article, we will cover what Microsoft Power Pages is, its features, how different industries use it, its benefits, pricing options, and whether it might be the right solution for your...
8 min read

Why is Everyone Talking About Dynamics 365 Customer Insights?

Dynamics 365 Customer Insights has rapidly become one of the most talked-about tools in the marketing automation landscape. So, why is everyone suddenly buzzing about it? Microsoft has transformed the way businesses manage...
9 min read

AI Adoption Isn't a Choice Anymore - It’s a Competitive Advantage

Why AI Adoption Isn’t a Choice Anymore The rapid advancement of artificial intelligence (AI) has fundamentally shifted the landscape for businesses across industries. Today, AI is not just an optional add-on—it's an...
2 min read

Lessons from Amazon's Biased AI Hiring Tool | AI Ungrowth The Ungrowth Show Episode Recap

Amazon's AI Recruitment Tool Misstep: A Cautionary Tale In this episode of The Ungrowth Show we covered Amazon's ambitious yet flawed attempt to implement artificial intelligence (AI) in their recruitment process. Brad and...
4 min read

Digital Shifts: Transformation vs. Evolution Explained

Digital transformation is a term conceived in the late 1990s that gained prominence in the 2010s as businesses began incorporating digital technology into their operations. Today, it’s reached buzzword status—a concept...
 

Copilot for Service FAQ

TrellisPoint Can Help!

Implementing Microsoft Copilot for Service can transform your customer service operations, boost team efficiency, and elevate the customer experience. At TrellisPoint, we specialize in providing tailored implementation services that ensure you fully leverage the capabilities of this powerful AI-driven platform.

TrellisPoint Can Help! Just Let Us Know How!