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Copilot Evaluator

FREE COPILOT TOOL

Copilot Evaluator

A practical one-page tool to decide where Microsoft Copilot is worth a pilot inside your Dynamics 365, Microsoft 365, and Power Platform environment.

Honest scoring. Practical next steps. No AI marketing fog.

INSIDE THE EVALUATOR

Decide where Copilot can help now, and where the process needs cleanup first.

  • Score your top Copilot use cases
  • Compare time savings, input quality, and risk
  • Identify where Copilot does not pay off yet
  • Choose the right first pilot
  • Plan a focused 30-day test

Copilot can save real time, but only when the use case is clear, the data is usable, and the risk is manageable.

Many teams are being asked to “do something with Copilot.” That pressure can lead to rushed pilots, unclear goals, and use cases that were never ready for AI in the first place.

The Copilot Evaluator helps your team slow down just enough to choose the right starting point. Use it to score your top ideas, identify where Copilot can help now, and see where process, data, or ownership needs cleanup first.

The goal is simple: find a useful, low-risk Copilot pilot that saves time without pretending AI can fix broken data or unclear processes.

WHAT YOU GET

A practical scoring tool for choosing your first Copilot pilot.

The evaluator gives your team a simple way to compare use cases before you spend budget, time, or a sprint on the wrong starting point.

01

Use case scoring grid

Score your top five Copilot ideas across time saved per week, quality of the inputs, and risk of a wrong output.

02

Common use cases to compare

Evaluate practical Copilot opportunities across Dynamics 365, Business Central, Microsoft 365, and Power Platform.

03

Readiness warning signs

See where Copilot usually does not pay off yet, including bad data, unclear processes, and high-risk decisions.

04

Clear pilot decision rule

Use a simple score threshold to decide whether a use case is ready for a 30-day pilot or needs cleanup first.

05

30-day pilot framework

Define the task, users, source data, expected output, review step, and measurement before the pilot starts.

WHO THIS IS FOR

Built for teams being asked to make Copilot useful.

This evaluator is for end-user teams running Dynamics 365 Business Central, Customer Engagement, Microsoft 365, or Power Platform who need a practical way to decide where Copilot belongs.

It is especially useful when leadership is excited about AI, but the team is not sure where to start, what data is ready, or which use cases are safe enough for a first pilot.

The best Copilot pilots start small. They focus on repeatable tasks, usable inputs, and outputs a human can review before anything important happens.

WHY WE BUILT THIS

Copilot is real. It is also not magic.

There are places where Copilot can save time, reduce friction, summarize information, draft useful first versions, and help teams move faster.

There are also places where bad data, unclear processes, oversharing risks, or high-stakes decisions still need to be handled before AI belongs in the workflow.

We use this same kind of evaluation when a team asks us where to start. The first question is not, “Which Copilot feature should we use?” The first question is, “Where is the team losing time today?”

HOW TO USE IT

Score the opportunity before you start the pilot.

01

Pick your use cases

Choose up to five Copilot opportunities your team is considering. Start with tasks that happen often.

02

Score each one

Rate each use case for time saved, input quality, and risk of a wrong output.

03

Choose the pilot

Prioritize use cases that score high enough and have clear human review steps.

04

Measure the result

Run a focused 30-day pilot, compare actual time saved against your estimate, then decide whether to expand or stop.

GET THE FREE PDF

Download the Copilot Evaluator

Use it to decide where Copilot is actually worth a pilot before you spend time, budget, or internal momentum on the wrong use case.

FREE RESOURCE

Copilot Evaluator

A one-page scoring tool for choosing practical Copilot pilots across Dynamics 365, Microsoft 365, and Power Platform.

Get the Evaluator

READY TO MAKE COPILOT USEFUL?

Build your first agent, use Copilot in the apps you already have, or clean up the data first.

Whether you are ready to build your first Copilot Studio agent, use Copilot inside the Microsoft applications your team already relies on, or clean up the data that is holding AI back, TruNorth Dynamics can help.

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