Microsoft Commercial and Professional Services United Kingdom

PA Consulting

Document Processing · Sales Automation

As an early adopter of Microsoft Copilot for Microsoft 365 and Copilot for Sales, PA Consulting treated itself as “customer zero,” using the lessons it learned to support clients on their own AI journeys. Employees who used Microsoft Copilot saw immediate time-savings of three hours per week on average.

Early Copilot usage could save 300 employees 45,000+ hours annually
However, Dean notes: “Time saved is not a benefit in and of itself—it’s what people do with the time that matters.” He continues, “From our early trials, we found we could save over 45,000 hours per year across a cohort of 300 people.
Initially, 40% of Copilot usage was focused on Microsoft Teams , which highlighted an opportunity to explore untapped use cases across other Copilot apps, including within Dynamics 365.
That same activity could soon be completed in 30 seconds—and in a more streamlined, efficient way.

Reported impact

Business outcome

It’s what happens next that cuts to the core of PA’s vision for AI in the workplace: AI won’t replace people, but can help them do their roles better, thereby creating the “Augmented Workforce.” “As a society, we’re at the start of a transformative journey with AI in the workplace. The opportunities for businesses are infinite, but first, be clear about what you’re setting out to achieve,” Dean says.

  • Cost Reduction
  • Customer Experience
  • Productivity Improvement

Solution

As an early adopter of Microsoft Copilot for Microsoft 365 and Copilot for Sales, PA Consulting treated itself as “customer zero,” using the lessons it learned to support clients on their own AI journeys. Employees who used Microsoft Copilot saw immediate time-savings of three hours per week on average. But more importantly, PA Consulting wanted to know how that time could be repurposed. PA has since transformed its sales operations, making them more streamlined and unified—meaning that its people can invest more time on the activities that have the biggest impact for clients, and maximize the strategic value they provide. Early Copilot usage could save 300 employees 45,000+ hours annually PA’s journey began in September 2023 when 300 people were given access to Copilot in Microsoft 365 and Copilot for Sales as part of Microsoft’s Early Access Program.

Data flow

Users quickly reported considerable time-savings—an average of three hours each week—including through Copilot-supported note taking, meeting summarization, and agenda drafting. As Copilot evolves, PA expects its usage to become more widespread, providing a strong data pool to inform future use. A better work-life balance has been reported by Copilot users, and neurodiverse users have told us that these tools have changed their working lives,” Dean explains.

Solution architecture

4 components · 1 layer
  1. Serving
    • Copilot for Microsoft 365 Assists employees inside Microsoft 365 apps with drafting, summarization, search, and task execution.
    • Copilot for Sales Surfaces customer context and AI assistance inside seller workflows to reduce manual sales work.
    • Dynamics 365 Sales Supports sellers with opportunity management, customer context, and AI-assisted sales workflows.
    • Microsoft Teams Connects users, experts, or frontline staff for collaboration, communication, and workflow execution.

Architecture clues

  • As an early adopter of Microsoft Copilot for Microsoft 365 and Copilot for Sales, PA Consulting treated itself as “customer zero,” using the lessons it learned to support clients on their own AI journeys.
  • Initially, 40% of Copilot usage was focused on Microsoft Teams , which highlighted an opportunity to explore untapped use cases across other Copilot apps, including within Dynamics 365.
  • PA’s Copilot investment came hot on the heels of a transformation initiative exploring how people could collaborate better during the sales process.
  • PA’s journey began in September 2023 when 300 people were given access to Copilot in Microsoft 365 and Copilot for Sales as part of Microsoft’s Early Access Program.
  • The business zeroed in on five priority use cases for Sales, using Copilot for Sales and Dynamics 365 Sales .
  • “We’re exploring how we can best use Copilot in Microsoft 365, Copilot for Sales, and Dynamics 365 Sales, whilst testing our thinking and learning many lessons along the way,” says Dean Collins, Human-Centered AI and Digital Change Expert at PA.

Evidence from the source

As an early adopter of Microsoft Copilot for Microsoft 365 and Copilot for Sales, PA Consulting treated itself as “customer zero,” using the lessons it learned to support clients on their own AI journeys.
Early Copilot usage could save 300 employees 45,000+ hours annually
Employees who used Microsoft Copilot saw immediate time-savings of three hours per week on average.
Organizations are increasingly exploring AI, whether that’s to find time-savings or solve a specific business problem.
PA’s journey began in September 2023 when 300 people were given access to Copilot in Microsoft 365 and Copilot for Sales as part of Microsoft’s Early Access Program.
“We’re exploring how we can best use Copilot in Microsoft 365, Copilot for Sales, and Dynamics 365 Sales, whilst testing our thinking and learning many lessons along the way,” says Dean Collins, Human-Centered AI and Digital Change Expert at PA.
Transparency Evidence & methodology 91/100 reference value · 89% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value91/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth20/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity16/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact25/25
    4 metrics describe measurable impact.
  • Deployment scale10/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence89%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    6 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity10/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Microsoft

    PA Consulting customer story

    First-party
    https://www.microsoft.com/en/customers/story/1790507377097905834-paconsulting-dynamics-365-sales-professional-services-en-united-kingdom
    Source type
    Vendor-published customer story
    Published
    Jul 19, 2024
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Jul 19, 2024 · Microsoft · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.

Related

Similar use cases

See all like this
Microsoft Feb 6, 2025 PIMCO Financial Services United States The client-facing teams at PIMCO serve hundreds of thousands of clients around the world, all of whom need accurate, up-to-date information on the products they hold. To boost the client experience, PIMCO wanted to help… PIMCO is a global leader in active fixed income with $2 trillion in assets under management (as of September… Document ProcessingEnterprise Knowledge Search Azure AI Search · Azure AI Services · Azure OpenAI Service Microsoft Nov 19, 2024 Docusign Software / SaaS United States Docusign needed to overcome the limitations of its current systems, scale operations, and automate processes. By implementing AI-driven agreement lifecycle management, it sought to serve its global customer base more… Docusign, a leader in e-signature solutions with 1.6 million global customers, saw this challenge as a golden… Document ProcessingSales Automation Azure Kubernetes Service · Azure OpenAI Service · Azure SQL Database Microsoft Sep 30, 2024 elunic Manufacturing Germany But there's still a long way to go before this vision of the future is realized. Although machines already deliver several terabytes of data every day, the potential within that data isn't yet being exploited. "Some of… This solution leads to increased productivity for customers by saving 15 minutes per request. It also enables a… Customer Service AutomationDocument Processing Azure Kubernetes Service · Azure OpenAI Service