AI is everywhere, and Microsoft Copilot is leading the charge. Promising to enhance productivity, streamline tasks, and transform the way we work with business applications, Copilot is a game-changer.

However, here’s the reality: while many organizations are excited about Copilot, most lack knowledge on how to get started or ensure it delivers real value in their CRM or ERP environment. That’s where Start & Go Copilot comes in.

From curiosity to clarity in just a few days

Implementing Copilot isn’t a matter of flipping a switch. It requires technical readiness, user training, and business alignment to make sure you’re solving the correct problems with AI, not just adding features for the sake of innovation.

AlfaPeople’s Start & Go Copilot is a short, structured engagement that gets your team up and running with Copilot in Microsoft Dynamics 365. Whether you’re working in Sales, Customer Service, or Finance and Operations, we help you move from trial to transformation.

Our goal? Help you to go live quickly, with a clear understanding of how Copilot can drive real business impact.

What´s included in Start & Go Copilot

This quick-start offer is designed to provide practical results without overwhelming your teams. Here’s how it works:

1. Readiness Assessment
We review your current CRM or ERP environment, license eligibility, user roles, and data quality to ensure your setup is Copilot-ready. We also identify potential roadblocks early, so you avoid surprises later.

2. Use case validation
Not every business uses Dynamics 365 in the same way. We help you define the Copilot features that align best with your goals, whether it’s AI-generated emails in Sales, conversation summaries in Customer Service, or AI-augmented forecasting in Finance.

3. Guided setup
We walk you through the technical configuration, activate key features, and ensure everything is working as expected in your live environment.

4. User enablement
From short training sessions to live demonstrations, we empower your end-users to feel confident using Copilot, and we show them how it fits into their daily workflows.

5. Actionable roadmap
You receive a summary of learnings, recommendations for broader adoption, and a readiness score for moving into new areas of Copilot and intelligent automation.

Why start small with Copilot?

Many businesses hesitate to adopt Copilot because they don’t know where to begin, or they fear the rollout will be too complex.

With Start & Go Copilot, you don’t need to guess. You test Copilot with real data in your environment and see results quickly. It’s low-risk, cost-effective, and entirely business-driven.

In just a few days, you’ll have:

• An activated Copilot instance tailored to your needs
• Empowered users who understand how to use it
• Confidence in how Copilot fits into your digital strategy

Real benefits, real fast

Let’s say your sales team spends hours each week composing follow-up emails or logging meeting notes. With Copilot in Dynamics 365 Sales, AI can generate those messages instantly, pulling context from recent activities. The result? More time spent selling, and less on admin work.

Or maybe your customer service reps are overwhelmed with cases. Copilot can summarize interactions, suggest the next steps, and even draft responses, helping agents resolve cases more efficiently and accurately. These aren’t future possibilities. They’re available now, and they’re built into the Microsoft tools your teams already use.

Why AlfaPeople?

We don’t just turn features on. We align them to your business processes, ensure compliance and governance, and provide expert support across Dynamics 365, Power Platform, and AMS. AlfaPeople is a global Microsoft Solutions Partner with local teams in Europe, North America, LATAM, the Middle East, and China. We’ve helped organizations like yours not just explore Copilot, but make it work in practice.

Ready to activate Copilot?

You don’t need a six-month strategy to get started with AI in Dynamics 365. What you need is a focused and structured introduction with results that you can build on.

Book a consultation and get started with Microsoft Copilot, fast, aligned, and ready for action.