Microsoft Copilot for Sales/Service for educational institutions

Effective May 1, 2024, Microsoft Copilot for Sales and Copilot for Service were introduced for educational institutions. Both products were first introduced on February 1, 2024, and are now expanded to be purchasable by the education sector. Both Microsoft Copilot for Sales and Copilot for Service include Copilot for Microsoft 365.


What is Microsoft Copilot for Sales?

Microsoft Copilot for Sales is an AI assistant designed to enhance the productivity of sales teams. It integrates AI and CRM platform insights into Microsoft 365 productivity tools that sellers use daily, such as Microsoft Outlook, Microsoft Teams, and Microsoft Word. Some key features include:

  • Maximize Sales Productivity: It helps sellers work more efficiently with AI capabilities that streamline processes and create personalized sales content.
  • Personalize Customer Interactions: The AI capabilities assist in understanding customer needs and personalizing engagements to build stronger customer relationships.
  • Streamline Workflow: Copilot for Microsoft 365 is included in Copilot for Sales. Hence, Copilot for Sales offers seamless experiences with Outlook, Teams, Word, and other Microsoft 365 apps, connecting with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud.
  • Customization: It can be tailored according to business needs and integrates with CRM platforms like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud.


What is Microsoft Copilot for Service?

Microsoft Copilot for Service is an AI-powered tool designed to enhance customer service experiences. It seamlessly integrates with existing contact center and CRM solutions, providing generative AI capabilities to boost service agent productivity and improve customer interactions.

  • Real-Time Responses: Copilot for Service delivers real-time responses to human agents by tapping into various content sources, including websites, SharePoint, and offline files. Agents can access relevant and helpful support content without disrupting their existing workflows.
  • Data Integration: It enables generative AI-powered conversations across all data sources, including CRM systems and other trusted platforms. This integration allows agents to provide accurate and informed responses without replacing their existing solutions.
  • Customization: Organizations can configure and customize Copilot for Service to meet their unique contact center needs. Conversational behavior, content sources, and other settings can be tailored to enhance agent efficiency.
  • Microsoft 365 Integration: Copilot for Microsoft 365 is included in Copilot for Service. Hence, agents can access Copilot directly within Microsoft 365 apps such as Outlook and Teams. This integration streamlines case summaries, CRM updates, and email drafting.


Licensing programs

Licensed per user, Copilot for Sales/Service (education) licenses are available through the following licensing programs:

  • Enrollment for Education Solutions (EES)
  • Microsoft Customer Agreement (MCA)


Licensing prerequisites

The licensing prerequisites for Copilot for Sales/Service (education) are:

  • Microsoft 365 Business Standard/Business Premium/E3/E5, or
  • Office 365 E3/E5


More information

For the licensing information on Copilot for Service/Sales (education) in EES, please visit:

For a full guide on Copilot for Service, please visit:

For a full guide on Copilot for Sales, please visit:

For more about Microsoft licensing programs etc., please visit:

Please contact us for free expert consultancy on your specific Microsoft Online Services and software requirements and to request a quote today.

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