Copilot Proof of Value (POV) | 6-8 Weeks

While a Proof of Concept confirms if a solution will work in your organization, C5 Insight's Proof of Value goes further, proving that Microsoft Copilot is worth the investment. Our Copilot POV is designed to deliver immediate impact and measurable results, allowing you to envision the possibilities and tangible value of Copilot across Microsoft applications.

Whether you have underutilized Copilot licenses or you're just starting to evaluate AI as a solution, C5 Insight's Copilot POV will help you realize its potential.

We highly encourage executives and business leaders to participate.

WEEK 0: PLANNING & PREPARATION

• Discovery meeting to customize the POV (select training topics, relevant use cases, etc.)
• Define objectives and success criteria
• Licensing, system setup, and support (Microsoft 365 Copilot, Microsoft Teams, Dynamics 365 Sales Premium, etc.)
• Select 15-30 team members from a single department (Sales, Service, Marketing, etc.)

WEEK 1: ANNOUNCEMENT & KICKOFF

• Communicate the POV internally (template provided)
• Facilitate the first training session

WEEKS 2-5: TRAINING & AMAs

• (4) Training sessions
• (4) Ask Me Anything (AMA) meetings
• (2) Ride-alongs (Week 3)

WEEK 6: PARTICIPANT FEEDBACK

• Final training session
• POV Feedback Workshop
• POV Feedback Survey

RESULTS: PARTICIPANT EVALUATION

• Microsoft Copilot Adoption Report
• Executive Briefing, including survey results
• Plan next steps for broader deployment

Copilot Use Case Examples for POV
The POV is completely customized to your organization and the Copilot you're interested in implementing. For example, if participants are all sellers, we'll train them on Copilot in Dynamics 365 Sales and Microsoft 365 Copilot for Sales use cases. Copilot's embedded experience in Dynamics 365 Sales enables sellers to quickly gain insights into CRM records, keeping them within their workflow.

Some capabilities of Copilot in Dynamics 365 Sales and Microsoft 365 Copilot that you may receive training on include:

• Microsoft Teams: Summaries of past meeting notes, CRM record information, sales tips, competitor insights, and meeting agenda items in real-time.
• Outlook: Contextual email replies, AI-generated email summaries, email coaching, adding records directly to Dynamics 365 from Outlook, summarizing email history, etc.
• Dynamics 365 Sales: View recent changes of your records, summarize account/opportunity/lead records, get content recommendations from SharePoint, prepare for upcoming meetings, share Dynamics 365 record cards in Outlook or Microsoft Teams, one-click Dynamics 365 task creation from meeting recap, etc.
• Microsoft 365: Draft a proposal in Microsoft Word, build an on-brand pitch deck in PowerPoint, generate unique images, and reference internal files—such as those found in SharePoint and OneNote—while creating content in Microsoft 365 apps.