Why This Matters Now
For professional services firms, time is the business. This session shows how Copilot helps teams:
Microsoft Copilot for Professional Services: More Impact. Less Admin.
No buzz - just live demos showcasing tools that enhance the way your teams work
When
March 4
Time
11:00 AM - 11:45 AM ET
Location
Online
Language
English
Professional services firms spend too much time searching for information; writing reports and proposals; and overall managing admin work that, with today's AI capabilities, can be much easier.
This session shows how Microsoft Copilot helps teams surface the right information at the right time: summarizing pipeline and projects, identifying risks and budget issues, and turning firm data into clear next actions, directly inside the tools they already use.
You’ll see practical examples across marketing and business development, project delivery, and finance, grounded in real firm data and real workflows.
What We’ll Cover
In this webinar, we will walk through how professional services firms are using Microsoft Copilot to:
- Find and summarize information across systems and documents without chasing data
- Use Copilot inside Dynamics 365, Outlook, and Teams to prepare for meetings, draft content, and answer questions faster
- Automate project updates, risk identification, and financial follow-ups
- Reduce admin across time entry, expenses, approvals, and collections using Copilot agent
- Build firm-specific Copilots using Copilot Studio to work across structured and unstructured data, including ERP, CRM, and documents
No buzz - just live demos that mirror how you work in business development/sales, operations, and finance.
Save your seat now
Register to attend and see how Microsoft Copilot moves from promise to practical use inside professional services firms.
- 1
Spend less time searching for information
- 2
Reduce delays caused by manual handoffs and admin work
- 3
Surface risks and next actions sooner
- 4
Keep billable staff focused on higher-value work