xMonthly Services

xMonthly helps clients understand and maximize the value of their Microsoft ecosystem investments.

Optimize Microsoft Cloud spending with guidance tailored to your organizational needs.

Our experts walk you through a product trial, answering questions about features and services you have an interest in.

Leverage xMonthly’s agents for implementation, training, and support across a range of Microsoft products.

Gain a contract controller, HR professional, or other fractional help through xMonthly’s agent network.

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Microsoft 365 Copilot

Microsoft 365 Copilot is an AI assistant designed to help revolutionize the way your business operates.

Perform tasks using simple prompts like “Create a project plan” or “Summarize this meeting.”

Provides real-time summaries, action items, and follow-ups after every recorded meeting.

Generates formulas, analyzes trends, and creates visualizations from raw data with minimal effort.

Drafts documents, rewrites text for tone, and builds presentations from prompts or existing files.

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Microsoft 365

Microsoft 365’s familiar office tools get an AI enhancement to boost productivity and collaboration.

Drafts documents, rewrites text for tone, summarizes long reports, and generates outlines from prompts.

Creates formulas, builds pivot tables, analyzes trends, and generates charts from natural language queries.

Designs presentations, suggests layouts, and converts text or documents into slide decks automatically.

Summarizes email threads, drafts responses, and prioritizes inbox tasks based on context.

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Dynamics 365 Finance

Dynamics 365 Finance with Copilot is a cloud platform for your business’ financial operations.

Analyzes historical transactions, invoices, and payment patterns to predict future liquidity.

Past behavior and invoice data used to estimate when customers will pay, improving collections.

Users can ask natural‑language questions about financial performance and receive AI‑generated explanations.

Get quick overviews of approval chains and process steps, making it easier to understand past actions.

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D365 Supply Chain Management

Dynamics 365 Supply Chain Management with Copilot manages tasks across your supply chain.

Quick, context‑aware overviews of items such as purchase orders, product details, and vendor information.

AI agents can handle routine vendor interactions like PO confirmations, delays, and order changes.

Copilot incorporates external market and seasonal data to deliver predictions and reduce stock issues.

Get real‑time visibility into open orders, shipments, and inventory levels, improving decision‑making.

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Dynamics 365 Customer Service

Dynamics 365 Customer Service with Copilot enhances customer satisfaction and streamlines service.

Generate summaries of customer cases, including history, recent interactions, and key details (for handoffs or reviews).

Detects customer sentiment and urgency, adjusting recommendations and tone for responses accordingly.

AI suggests relevant knowledge base articles during case resolution, helping agents respond faster and accurately.

Summarizes Teams or voice calls, highlighting key points and unresolved issues for post-call actions.

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Dynamics 365 Sales

Dynamics 365 Sales with Copilot helps you build customer relationships, act on data insights, and close deals.

Generates lead scores and deal health insights based on trends, inactivity, and CRM usage patterns.

Drafts personalized emails to clients using CRM data and conversation history.

A dynamic summary pane atop each record surfaces one-line highlights, such as budget and close date.

Instant summaries of key entity records. Admins can configure fields included in each summary for tailored insights.

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Power Platform

Power Platform helps you analyze data, build custom apps, automate workflows, and create AI chatbots.

Copilot explains existing formulas, generates new Power Fx code, and helps debug complex expressions.

Build flows that include triggers, actions, and conditions by describing logic and steps in natural language.

Copilot lets users ask data questions, generates visuals, summarizes reports, and highlights trends or anomalies.

Formerly Power Virtual Agents, Copilot Studio lets you build conversational agents that integrate across apps.

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Copilot Studio

Copilot Studio is a versatile platform that allows you to create custom AI assistants tailored to your needs.

Build your own AI-powered copilots for apps, websites, and workflows without any coding required.

Create bots that understand context, handle multi-turn conversations, and create personalized responses.

Connect Copilot Studio agents to D365, Power Platform, M365, and external APIs for end-to-end automation.

Use a visual designer and natural language to define intents, actions, and flows.

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Microsoft Teams

Copilot in Microsoft Teams helps users by summarizing meetings, suggesting actions, and more.

Generates meetings summaries, including important decisions, tasks, and next steps (ideal for catching up).

Captures and organizes conversation highlights during live meetings, tracking commitments and unresolved issues.

Summarizes long chat threads, extracts key points, and suggests responses to keep conversations productive.

Helps create meeting agendas based on previous discussions and shared documents.

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Microsoft Azure

Azure delivers cloud services while Copilot adds AI resource management, troubleshooting, and automation.

Deploy and manage virtual machines, containers, and storage across global data centers.

Identity management, encryption, and compliance certifications for built-in enterprise-grade protection.

Seamless connection to Azure DevOps, GitHub, and Azure AI for development and machine learning workflows.

Diagnose issues, suggest fixes, and recommend cost or performance optimizations automatically.

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