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Microsoft advances agentic AI with role‑based Copilots and a “Frontier Firms” pitch focused on effectiveness, not just efficiency, as agents orchestrate cross‑system workflows

September 12, 2025 //  by Finnovate

Microsoft announced a set of Copilots for sales, service and finance in a move that brings role-based assistants to Microsoft 365 Copilot. The role-based Copilots will be available in preview for Microsoft 365 Copilot customers in October via the Copilot Agent Store. Microsoft’s offering is the latest in a trend of copilots and AI agents aimed at specific roles and processes. With the Copilots for Sales, sellers can leverage AI within their usual productivity tools. Ditto for service pros and finance teams. In a blog post, Microsoft pitched “Frontier Firms” that put AI at the center of customers experience, productivity and processes. Constellation Research CEO R “Ray” Wang argued in a research report that enterprises need to rethink old models in enable AI and shed tech debt. Wang also recently examined AI exponentials and their potential. For these role-based Copilots to work, Microsoft is connecting them to outside systems. For sales, Copilot connects to Microsoft’s Dynamics 365 as well as Salesforce and other CRM systems. Finance connects to Dynamics 365 as well as SAP and other ERP systems.

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Category: Others, Companies and Organizations

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