If you’re looking for Microsoft Copilot use cases – it’s safe say the applications are expanding. That’s particularly true as Copilot continues to grow, with the rise of new memory capabilities, multimodal functions, and even custom agents.
Already, Microsoft says more than 85% of Fortune 500 companies are using Copilot, and even smaller organizations are reaping the benefits. According to Forrester’s TEI report, the average ROI of a Copilot deployment for an SMB is between 132% and 353%.
If you’re still wondering whether Microsoft’s everyday AI companion, particularly Microsoft 365 Copilot, is a worthwhile investment, here’s a behind-the-scenes look at what it can do.
Microsoft Copilot Use Cases Across Industries
Microsoft 365 Copilot, similar to Gemini for Google Workspace, embeds AI capabilities into every Microsoft 365 tool, from Teams, to Outlook, Word, and Excel. That means no matter whether you’re crunching numbers, crafting presentations, or building marketing campaigns, Copilot has something to offer. It even integrates seamlessly with the Microsoft Graph.
Here’s how enterprise teams use 365 Copilot today:
1. Data Analysis, Discovery, and Decision-Making
Data is the lifeblood of modern businesses, and Microsoft Copilot Use cases in data analysis and reporting are transforming how teams interact with information.
Finance professionals can use Copilot to comb through massive Excel files to spot duplicates, highlight anomalies, or even predict cash-flow trends. Every day, companies can use Copilot to analyze market trends and make data-driven decisions for new products, customer service strategies, or production workflows.
Companies like DWF say that using Copilot to streamline data collection and analysis tasks (among other processes) allows them to complete seven days’ worth of work in seven hours. Elsewhere, companies like DOW have used Copilot and the Microsoft Copilot studio to boost productivity and optimize supply chains, cutting costs and increasing revenue.
2. Content Creation, Marketing, and Innovation
Since Microsoft 365 Copilot is already built into the tools companies use to create content, it’s a fantastic tool for producing all kinds of assets. Copilot can assist teams with generating polished emails in Outlook, perfect for marketing campaigns.
It can create outlines and copy for blog posts, reports, and even PowerPoint presentations. Beyond words, Copilot helps build images and designs for marketing campaigns. Its “Designer” feature can be as handy as using “Sora” in ChatGPT for quick graphics.
According to Microsoft customer Softchoice, their sales and marketing teams have reduced the time they’ve spent creating customer-facing content by up to 67% with Copilot. It’s not just great for marketing assets, either—Copilot can help educational companies create personalized lesson plans for students or support developers in producing code for new apps.
3. Enhancing Communication, Collaboration, and Productivity
Copilot supercharges communication, especially in apps like Outlook and Microsoft Teams. It can help shorten meeting times, streamline tasks, and keep your team informed. In Teams, Copilot can summarize calls, flag key points, and assign and track action items.
In PowerPoint, Copilot can turn a Word doc or email thread into a personalized presentation. It can even help teams prepare for future meetings by connecting the threads of different conversations throughout the Microsoft ecosystem.
Companies like Ma’aden say that Microsoft Teams’ Copilot has helped teams save around 2,200 hours monthly on tasks. Those tasks include summarizing meetings and creating documents. Copilot could even help support global teams by allowing for real-time translation or through agents like the Microsoft Teams Facilitator or Interpreter agents.
4. Comprehensive Automation Across Tasks
Many of the top Microsoft Copilot use cases involve automating tasks, particularly now that companies can access and create custom agents in Copilot Studio.</span> Businesses can create custom agents to handle task management or project planning, support employees with training and personalized feedback, or manage specific workflows.
For instance, in the legal industry, global services provider Epiq built an AI agent that handled almost 50,000 customer interactions for a single class action lawsuit. These agents reduce call center load, deliver instant answers, and route complex queries to human agents.
The same company also uses custom-built agents for IT support and employee onboarding. With Copilot in the Epiq “Launchpad” solution, the organization has saved over 2,000 hours on onboarding work each month (and around $500,000 in associated costs).
5. Microsoft Copilot Use Cases Customer Service
As companies continue to combine Microsoft 365 solutions like Teams with Microsoft Dynamics copilots and contact center tools, countless customer service opportunities are emerging. Organizations can either build custom Copilot solutions for support processes or take advantage of pre-built functions within Copilot for Teams, Outlook, and more.
Since these agents can integrate with a company’s existing data and technologies, they can personalize customer responses and draw on up-to-date information in real time. Plus, since Copilot can automate a range of tasks, it allows service professionals to spend more time actually connecting with customers and building relationships.
Companies like AIA say Copilot helps reps find information faster, reduce case handling times, deliver more personalized interactions, and boost retention rates.
Microsoft Copilot Use Cases in Action: Real World Case Studies
We’ve already shared some great examples of how Microsoft Copilot use cases are evolving across industries, but here’s a deeper look into some real-life case studies from various sectors:
- Healthcare: In Healthcare, companies aren’t just taking advantage of the exciting new “Dragon Copilot”. They’re also using Microsoft 365 Copilot to streamline tasks and boost productivity. Malteser, a healthcare and humanitarian aid company, uses Copilot to democratize knowledge sharing across the enterprise, automate repetitive administrative work, evaluate new projects, and simplify task assignment.
- Retail: In retail, Microsoft 365 Copilot can help companies improve customer experiences, cut costs, and manage operations. The SPAR ICS group, for instance, relies on Copilot to enhance team productivity. It uses it to make intelligent supply chain decisions and improve the online shopping experience for customers.
- Manufacturing: For manufacturing companies, Microsoft 365 Copilot offers an opportunity to align teams, improve production workflows, and boost efficiency. Custom Copilots, like the system created by Siemens, have increased engineering efficiency (creating visualizations in less than 30 seconds) and helped automate predictive maintenance.
- Education: Microsoft 365 Copilot introduces an intuitive way for educators to improve collaboration between teams and enhance student experiences. Miami Dade College embedded Copilot into classes and said it helped boost pass rates by 15% and reduce drop-out rates by 12% by giving students access to an always-on tutor.
- Government: Government groups and public sector organizations use Copilot to cut costs and streamline tasks. Somerset Council, for instance, uses Copilot to generate meeting summaries, draft policy briefs, and produce consistent documentation. A staggering 87% of staff found Copilot beneficial, saving around 10 hours per person per month.
Discover the Real-World Benefits of Microsoft 365 Copilot
An ever-evolving range of Microsoft Copilot use cases is rewriting the rules of productivity. Whether you’re in healthcare, speeding up clinical documentation, in retail, optimizing demand forecasting, or in manufacturing, automating equipment maintenance, Copilot can help.
As Microsoft continues to innovate, opening the door for more customized Copilot solutions and agents built with Copilot Studio, the opportunities are endless.
Copilot in Microsoft 365 doesn’t just make existing Microsoft apps more intuitive and efficient – it directly impacts every team’s ability to innovate, collaborate, and grow.
Want to learn more? Find our complete guide to Microsoft Copilot here, or check out this article for tips on how to integrate Copilot into your digital transformation strategy.
