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BDO unifies tax and accounting services with Dynamics 365 Project Operations and Copilot

BDO USA has ignited a revolution in project management with its groundbreaking BDO Tax UserVerse on Microsoft Dynamics 365, uniting data and streamlining processes to fuel unparalleled efficiency. With the synergy of Microsoft Copilot and SharePoint, BDO unlocks a world of real-time insights and cohesive data management, propelling productivity and fostering innovation.

Agent or tool
Microsoft Copilot
Topic
Sales & Marketing
Reported on
Case study (Microsoft)
Added
2026-11-11

Why it matters

Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 613 sightings filed under Sales & Marketing on Agent Sightings (number 392 by interest), and one of 39 involving Microsoft Copilot.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Microsoft Copilot or any similar agent and adjust the details to your situation.

I want an agent to do the research and drafting for this sales or marketing workflow, and stop for my approval before anything is sent. The tool in the source case was Microsoft Copilot.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Case study (Microsoft): https://www.microsoft.com/en/customers/story/1763806297989579042-bdo-dynamics-3…. Our summary is a paraphrase; details are in the source.

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