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Microsoft 365 CopilotLleverage vs Microsoft 365 Copilot: an assistant in Office or an agent in the ERP
Microsoft's assistant for email, documents and meetings, next to AI agents that enter orders and book invoices in your ERP.
“It’s a matter of building trust in the organisation with these kinds of initiatives. You can’t just throw something like this over the fence.”
Cees MaaskantXpol
Microsoft Copilot vs Lleverage, row by row
We read Microsoft's own pages on 20 October 2026: the Microsoft 365 Copilot enterprise and business pages, and on Microsoft Learn the Copilot overview, the Copilot connectors and federated connectors overviews and the Purview page on audit logs for Copilot. Where Microsoft does not describe something, the table says so. What Lleverage does comes from our AI agents, control and order management pages. For agents you build yourself, see Copilot Studio vs Lleverage, and for Microsoft's own agent in the ERP, the Business Central Sales Order Agent vs Lleverage.
| Capability | | Microsoft 365 Copilot |
|---|---|---|
| Help inside Word, Excel, PowerPoint, Outlook and TeamsDrafts, summaries, meeting recaps | You brief the agent in Teams, Slack or the shared inbox and it does the back-office job | Drafts emails, summarises threads and meetings, analyses spreadsheets and builds slides in the apps |
| Ready-made agents for knowledge work | One agent per back-office process: orders, supplier invoices, customer questions | Researcher, Analyst and Facilitator, the Agent Store, and Copilot Studio to build your own |
| Answers from your company's own contentMail, files, meetings, chats | Reads the ERP, Outlook, SharePoint and the shared inbox for the back-office work it does | yes, in Microsoft 365 Copilot: grounded in Microsoft Graph and Work IQ, plus more than 100 Copilot connectors |
| Reads data from your ERPSAP, Business Central, Exact, AFAS, Infor | The live record in SAP, Business Central, Dynamics 365 F&O, Exact, AFAS or Infor | Prebuilt connectors index SAP and Dynamics 365 data for search and chat, and federated connectors can fetch live records from a connected system |
| Creates the sales order in the ERP | The order is created once every line has passed the checks, under a threshold you set | Microsoft is rolling out create, update and delete actions for federated connectors from October 2026, each approved by the user; Copilot Studio agents act through connectors your team adds |
| Every order line checkedItems, prices and stock | Against your ERP and your business rules before anything is written | Not described on Microsoft's pages |
| Who sees what | Every connection is scoped per object and per field, with read rights and write rights set apart | Answers scoped to each user's own permissions, with admin controls for agents and against oversharing |
| Audit trail | What the agent read, what it decided and why, timestamped against the record it touched | Purview logs each Copilot interaction, the files it accessed and the agent involved |
| Where data is processed | EU hosted by default, on-prem where you need it | EU Data Boundary for EU users; data not used to train foundation models |
| Who sets it up | Forward deployed engineers with your team, who stay on after the first process | Your IT admins switch it on; your own people build agents in Copilot Studio |
When each one fits
Copilot helps a person do their own work faster inside Microsoft 365. Lleverage takes one repetitive back-office job off the team and writes the result into the ERP. If you already run Microsoft 365, the two can sit side by side.
Microsoft 365 CopilotWhen Microsoft 365 Copilot fits
- You want every employee to draft, summarise and analyse faster in Word, Excel, PowerPoint, Outlook and Teams.
- The value is in finding things: a contract in SharePoint, a decision in last week's meeting, a figure in a spreadsheet.
- A person reads each answer and decides what to do with it.
- You have makers in house who will build and maintain agents in Copilot Studio, with the connectors and actions they need.
When Lleverage fits
- Customer orders arrive by email, PDF and spreadsheet, and someone retypes them into the ERP every day.
- Every line has to match an item, a customer price and the stock before a sales order may exist.
- Supplier invoices need matching to the purchase order and the goods receipt before they are booked.
- You want the job done to one set of rules, with one audit trail, set up by engineers who stay on.
Governance & security, built in.
AI that acts in your operations has to be accountable. Approvals, permissions and a full audit trail are part of the platform: hosted in Europe, compliant by design, and your data always yours.
Book a demoAgents ask before they act. You approve what matters.
Every step logged end to end. Trace any decision back to its source.
Your data stays in Europe. And stays yours.
Role-based access for people and agents, down to a single action.
Audited controls, EU data protection, zero retention.
What the order and invoice agents do in your ERP
These agents pick the job up in the shared inbox and finish it in the ERP.
- 01
Picks up the order without being asked
A customer's PDF, spreadsheet or email in the shared inbox is read in that customer's own layout, with no one opening a chat first.
- 02
Creates the sales order once the lines agree
Each line is checked against items, customer prices and stock in your ERP. Only then is the sales order created, and the exceptions go to a person.
- 03
Matches supplier invoices before they are booked
Price, quantity and cost centre are held against the purchase order and the goods receipt, so finance sees only the lines that disagree.
- 04
Works at a threshold you set
Below the threshold a person decides. Above it the work goes through on its own, and only you move the line.
- 05
Learns from the corrections your team makes
A fix on one order becomes company knowledge for the next, held on your side, exportable in full and never used to train anyone else's model.
- 06
Leaves your systems as they were
Nothing is migrated and your ERP stays the system of record, so switching the agent off leaves every system as it was.
From the teams running it
“We’re constantly looking for ways to ensure we can last another 100 years and further improve our service and quality.”
MartKoninklijke Dekker
“We had four and a half people · about 3.8 full-time equivalents · sitting there all day long, manually entering every single order into our Business Central ERP.”
Bryan van IngenTopa Bathroom Products
“90% of things are correct within a result. It feels a bit negative to give it a thumbs down.”
Grant RileySPL Treatments
See it on your own documents.
A 30-minute demo, on real data from your back office.
Microsoft Copilot vs Lleverage: questions
What is the difference between Microsoft Copilot and Lleverage?
Microsoft 365 Copilot is an AI assistant inside Word, Excel, PowerPoint, Outlook and Teams that helps each person write, search and summarise. Lleverage is a platform of AI agents for the back office of companies that make, move and sell physical products: they read orders and invoices and write the result into your ERP.
Can Microsoft 365 Copilot create sales orders in our ERP?
Not out of the box. Microsoft's prebuilt connectors for SAP and Dynamics 365 index data for search and chat. Microsoft is rolling out create and update actions for federated connectors from October 2026, where the publisher provides the tools and the user approves each action. Lleverage creates the sales order itself, after checking every line.
Is Microsoft Copilot enough to automate order entry?
For one person summarising a customer email or drafting a reply to a supplier, it helps. When hundreds of orders a week arrive in every customer's own layout and each line must match items, prices and stock before it reaches the ERP, we think a dedicated agent with one set of rules fits better.
Does Lleverage work with Microsoft 365?
Yes. Lleverage reads and writes in the systems your team already uses: your ERP, plus Microsoft 365, SharePoint, Outlook and the shared inbox. You brief the agent in Teams or by email. It runs on its own platform, not inside Copilot.
Can we use Microsoft 365 Copilot and Lleverage together?
Yes. Copilot stays where your people write and meet: drafting replies in Outlook and summarising Teams calls. Lleverage takes the jobs that end in an ERP record, such as reading a customer's order and creating the sales order, or matching a supplier invoice to its purchase order. Approvals arrive in Teams, where your people already work.