Softchoice uses Microsoft Copilot

A leading software- and cloud-focused IT solutions provider, Microsoft partner Softchoice is harnessing generative AI–powered tools to unlock business efficiencies and offer customers a hands-on experience for their own AI journeys. In 2023, Softchoice tested Copilot for Microsoft 365 with a cross-organizational group to explore how generative AI can streamline operations and empower employees. By prioritizing employee education, the company is realizing productivity gains, including a 97% reduction in time spent summarizing technical meetings and up to 70% less time spent on content creation.

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 326 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/1798509188103498351-softchoice-mic…. Our summary is a paraphrase; details are in the source.

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