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Microsoft 365 Copilot Services

Deployment, governance, and custom agents for Microsoft 365 Copilot. We take organizations from pilot to tenant-wide rollout, build Copilot Studio agents grounded in your data, and keep spend and security under control.

  • Governance & Data Security
  • Custom Agents & Copilot Studio
  • Adoption & Training

From licenses to daily value

Buying Copilot licenses is the easy part. Value comes from preparation and follow-through: permissions and content hygiene so Copilot answers from the right sources, governance so sensitive data stays contained, agents tailored to your workflows, and adoption support so usage survives past the first month.

We work across the full Microsoft 365 stack: Copilot in Word, Excel, PowerPoint, Outlook and Teams, Copilot Studio agents with MCP connectors, SharePoint knowledge management, and Power Platform automation. Model choice inside Copilot now spans OpenAI and Anthropic models, and we help you use that flexibility deliberately.

Our Microsoft 365 Copilot Services

Deployment & Rollout

  • Copilot readiness assessment (permissions, content, licensing)
  • Licensing strategy incl. Copilot credits and consumption billing
  • Staged tenant rollout with pilot groups
  • Copilot Cowork enablement and spend controls
  • Usage measurement and value reporting

Copilot Studio Agents

  • Custom agents for internal workflows
  • Computer-using agents for legacy systems without APIs
  • MCP connectors to internal tools and data
  • Agent-to-agent orchestration patterns
  • Testing, monitoring, and lifecycle management

Copilot Extensibility

  • Declarative agents and plugins for M365 Copilot
  • Microsoft Graph connectors for external content
  • Teams message extensions and bots
  • Publishing agents to Teams and M365 Copilot
  • API plugins secured with Entra ID

SharePoint & Knowledge Grounding

  • SharePoint information architecture for Copilot
  • Authoritative Sites configuration for trusted answers
  • Restricted content discovery and permissions hygiene
  • Microsoft Purview sensitivity labels and DLP
  • Content lifecycle and archival policies

Power Platform Automation

  • Power Automate flows with AI Builder
  • Approval and document workflows
  • Dataverse integration for agent state
  • Python in Excel and advanced analysis scenarios
  • Integration with line-of-business systems

Governance, Security & Compliance

  • Copilot data protection and tenant boundary review
  • Agent identity and permissions with Microsoft Entra
  • Credit and spend management across Copilot workloads
  • EU AI Act transparency alignment for AI-facing staff tools
  • GDPR and data residency configuration for EU tenants

Technology Stack

  • Microsoft 365 Copilot & Cowork
  • Copilot Studio
  • Microsoft Graph
  • SharePoint
  • Teams
  • Power Platform
  • Microsoft Purview
  • Microsoft Entra ID

A fixed-scope way to start

One engagement, defined in advance: what you get, what we need from you, and what it leads to.

Copilot readiness assessment

A fixed-scope review before you roll out Microsoft 365 Copilot: whether your tenant is ready, where the content risks are, and which use cases are worth the licenses.

  • Permission and sharing review of SharePoint and OneDrive, focused on what Copilot would actually surface
  • Content risk sample: where sensitive documents are exposed to more people than intended
  • Prioritized use cases per department, based on interviews with your teams
  • Licensing assumptions and a cost picture for the rollout you actually need
  • Written report and a review meeting with recommendations and next steps

What we need from you

  • Reporting access to your Microsoft 365 tenant, or exports from your admin
  • Two to three stakeholder interviews
  • A list of departments or roles in scope

Typically 2 to 3 weeks alongside normal operations. No changes are made to your tenant; license purchases and Copilot Studio builds are separate engagements. Fixed quote after a scoping call, driven by tenant size and departments in scope.

Book a Call

Ready to get real value from Copilot?

Talk to us about a readiness assessment or a first custom agent. Short conversations are free.