Get Copilot Right for Microsoft 365 Copilot

Copilot for Sales QuickStart by congruentX is a 30-day deployment and adoption program that layers Microsoft Copilot for Sales onto Dynamics 365 Sales and Microsoft 365, bringing generative AI, conversation intelligence, and natural-language automation directly into your sellers’ daily flow. In week one, our consultants map your processes and success metrics to the Microsoft Cloud Adoption Framework; weeks two and three deliver full Copilot configuration, Dynamics 365 Sales optimization, and seamless integration with Teams, Outlook, and Power Platform automations. By week four your reps are fully trained, an adoption dashboard is live, and clients typically achieve >85 % active-user rates, 25 % time savings per seller, and faster, more accurate pipeline forecasting. Our services help implement and/or extend Microsoft Azure.

Deliverables include production-ready configuration, role-based training, change-management playbooks, and post-go-live support—everything required to unlock AI-driven sales growth without disrupting existing workflows. Prerequisites are active Microsoft 365 and Dynamics 365 Sales licenses, plus admin access for environment setup. Engage congruentX today to move from pilot to productivity in 30 days and empower your sales teams to close more, faster.