Who Are My Copilots? How Many Copilots Do I Need?

In a world where work moves at the speed of thought, the right tools are game-changers. But with multiple AI-powered assistants available across your digital ecosystem, it raises big questions: Which tools do I actually need? How many will optimize my operation? And is there such a thing as too many?

Rather than adding to the noise, Microsoft Copilot cuts through it. Copilot is an AI-powered assistant embedded across Microsoft products, designed to simplify tasks, generate insights, and supercharge productivity. As Microsoft puts it, Copilot “combines the power of large language models (LLMs) with your data in the Microsoft Graph and the Microsoft 365 apps to turn your words into the most powerful productivity tool on the planet.”

Whether browsing the web, drafting documents, or managing customer relationships, there’s a Copilot designed to enhance your experience. The three key copilots—Edge (Personal Assistant), Office 365, and Dynamics—each play a unique role in keeping your work organized, connected, and intelligent.

So, how do they fit together? And which ones should you rely on? Let’s break it down and find out.

Edge with Copilot—Your Everyday Digital Assistant

Microsoft Edge with Copilot transforms how you search, organize, and get things done online. Whether researching, multitasking, or drafting, Edge with Copilot streamlines your workflow and helps you work smarter with every click.

AI-Powered Search: Edge integrates Bing with Copilot to deliver context-aware insights, summaries, and explanations tailored to your queries. Instead of sifting through links, you get in-depth, conversational responses with the information you need.

Task Automation: Copilot in Edge goes beyond search—it helps you automate everyday tasks right from your browser. Need a quick summary of an article? Copilot can generate concise takeaways in seconds. Struggling to organize your thoughts? It can create lists, draft responses, or even help rephrase text directly within your browser, reducing time spent on tedious tasks.

Personalized Productivity Tools: Edge’s built-in tools, enhanced by Copilot, streamline efficiency and organization:

• Collections: Save and organize research, web pages, and notes.
• Vertical Tabs: Multitask seamlessly with a structured browsing experience.
• Built-in PDF Handling: Read, annotate, and manage PDFs directly within Edge.

Edge is a window to the web. Copilot in Edge is your everyday digital assistant, helping you work smarter, faster, and more efficiently.

Tips for Using Copilot in Edge

Whether tackling research or collaborating online, Copilot streamlines your workflow by providing real-time insights, organizing tasks, and surfacing key resources—without switching tools. Here’s how AI can handle the heavy lifting so you can focus on what matters:

1. Get concise takeaways from articles, reports, and research papers.
2. Receive real-time insights without sifting through search results.
3. Turn scattered thoughts into structured to-do lists or action plans.
4. Write emails, meeting notes, and project updates without leaving your workflow.
5. Break down technical reports, financial data, or industry jargon.
6. Get AI-powered content suggestions, brainstorming prompts, and problem-solving strategies.
7. Adjust tone, rephrase text, or translate web pages instantly.

Edge with Copilot is a productivity powerhouse, helping you streamline tasks, reduce time spent searching, and stay organized. Instead of juggling multiple apps or drowning in open tabs, Copilot puts everything you need at your fingertips—so you stay efficient, informed, and in control.

Office 365 with Copilot—The Ultimate Collaborative Partner

Microsoft Copilot for Office 365 enhances productivity across the apps you already use. By integrating AI-driven capabilities into Word, Excel, Teams, and PowerPoint, Copilot simplifies complex tasks, automates workflows, and turns everyday work into a seamless experience.

How Copilot Supercharges Office 365 Applications

• Word: Say goodbye to writer’s block. Copilot can generate drafts, suggest edits, and create summaries of lengthy documents, helping you refine your work with AI-driven insights.
• Excel: Make sense of data faster. Copilot can analyze trends, generate AI-powered charts, and even forecast future performance, transforming raw numbers into actionable insights.
• Teams: Never miss a detail again. Copilot summarizes meetings, drafts follow-ups, and sets intelligent reminders, keeping your projects and conversations on track.
• PowerPoint: Design with confidence. Copilot helps you create visually compelling slides with AI-generated layouts, structured content, and tailored design suggestions.

Tips for Using Copilot in Office 365

Whether working solo or collaborating, Copilot streamlines tasks, automates workflows, and keeps you organized. From editing documents to managing data, here’s how to make the most of AI in Office 365:

1. Write reports, emails, and presentations with AI-powered assistance.
2. Capture key points, action items, and decisions in Teams.
3. Get AI-generated edits, chat summaries, and content organization.
4. Analyze spreadsheets, identify trends, and create visual reports in Excel.
5. Find the best meeting times, send reminders, and manage calendars.
6. Improve clarity, tone, and formatting in Word and PowerPoint.
7. Draft, summarize, and prioritize Outlook emails to save time.

Copilot transforms collaboration into an AI-driven workflow, automating repetitive tasks and surfacing key insights. By reducing inefficiencies and enabling teams to focus on high-value work, it ensures every document, meeting, and data point drives better results.

Dynamics 365 Business Central with Copilot—The Strategic Business Partner

Staying competitive requires fast, data-driven decisions. Copilot for Dynamics 365 Business Central acts as an AI-powered assistant, helping businesses unlock customer insights, optimize sales pipelines, and improve efficiency—all within the Dynamics ecosystem.

How Copilot Enhances Dynamics 365 Business Central

• Customer Engagement: Gain instant insights into behaviors, preferences, and trends to personalize interactions and strengthen relationships.
• Sales Productivity: Boost performance with AI-driven forecasts, automated CRM updates, and next-best-action recommendations, so reps focus on closing deals—not data entry.
• Operational Efficiency: Automate workflows, integrate real-time data, and generate reports to give leaders the visibility needed for informed decisions.

Tips for Using Copilot in Dynamics 365 Business Central

From managing sales pipelines to strategic decision-making, Copilot streamlines workflows, providing predictive analytics and automated follow-ups to keep businesses ahead. Put AI to work with these strategies:

1. Use AI to draft and schedule personalized emails to keep deals moving.
2. Leverage AI-powered analytics to identify high-value opportunities.
3. Create AI-driven summaries of financials, inventory, or sales performance.
4. Automate invoices, stock updates, and customer order tracking.
5. Analyze financial patterns and receive AI-backed recommendations.
6. Get AI-powered suggestions for inquiries, pitches, and personalized messaging.
7. Monitor real-time AI insights on demand trends, supplier performance, and efficiency.

Data drives modern business, and Copilot ensures you maximize its potential. With AI-driven insights, automation, and real-time intelligence, Copilot empowers businesses to stay competitive, customer-focused, and ready for what’s next.

How Many Copilots Do You Need?

With so many AI-powered copilots available, the question isn’t whether to use them—but which ones fit your workflow. The right combination depends on your role and how you manage tasks across research, collaboration, and business operations.

Choosing the Right Copilot

To build an AI-powered workspace, assess your needs:

• Edge with Copilot: Ideal for research-heavy roles, delivering AI-driven insights, content generation, and streamlined browsing.
• Office 365 with Copilot: Essential for collaboration, automating reports, summarizing meetings, and enhancing teamwork across documents and communications.
• Dynamics with Copilot: Perfect for data-driven businesses, optimizing customer engagement, sales, and operations with real-time AI insights. For a deeper dive into Dynamics 365, download our guide and learn how to maximize your investment in three simple steps.

Whether you use one or all three, selecting the right copilots maximizes efficiency and reduces manual effort.

Creating a Unified Copilot Ecosystem

Copilot is most powerful when its AI assistants work together. A connected ecosystem ensures seamless workflow enhancements from start to finish:

1. Start with Edge: Research market trends, extract key insights, and summarize sources in real time.
2. Move to Office 365: Streamline report writing, analyze data in Excel, and enhance presentations with AI-powered suggestions.
3. Integrate into Dynamics: Use AI-driven forecasts and customer analytics to refine sales and business strategies.

By linking these tools, teams eliminate redundancy, enhance collaboration, and make smarter, data-backed decisions—faster than ever.

Maximize Productivity with Microsoft Copilot

An AI-powered workflow means working smarter, faster, and more strategically. With Copilot embedded across your tools:

• Repetitive tasks are automated, freeing time for high-value work
• Seamless transitions between research, reporting, and execution boost collaboration
• AI-driven insights transform raw data into meaningful business intelligence for better decision-making

Get the Most Out of Microsoft Copilot with Custom IT Solutions

Not sure which Copilot setup is right for you? Custom IT Solutions (CIT) specializes in deploying and optimizing Microsoft business products to fit your unique needs. Whether you’re an individual or a growing team, we’ll help integrate Copilot for maximum impact.

Schedule a consultation with CIT today and discover how Microsoft Copilot can elevate your productivity, collaboration, and business strategy.