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SB Technology and Microsoft 365 Copilot delivering gained know-how back to customers

Sb Technology Corp — Copilot is deployed company-wide via Microsoft 365 E5 to enhance efficiency in sales, tech, and HR. Copilot achieved a high adoption rate at 92%.

Agent or tool
Microsoft 365 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 405 by interest), and one of 122 involving Microsoft 365 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 365 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 365 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/25079-sb-technology-corp-microsoft…. Our summary is a paraphrase; details are in the source.

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