Services
All servicesDigital Marketing ServicesSEO ServicesPaid Advertising ServicesSocial Media Marketing ServicesContent Marketing ServicesBranding and Creative ServicesWebsite and Ecommerce ServicesUX and CRO ServicesAI ServicesAutomation ServicesCRM and ERP ServicesSoftware Development ServicesAnalytics and Data ServicesEmail and Retention ServicesCloud and Growth ServicesPlatform-Specific Services
Solutions
All solutionsGrowth & Revenue SolutionsMarketing SolutionsCustomer Lifecycle SolutionsEcommerce SolutionsAI & Automation SolutionsTechnology & Transformation SolutionsOperations SolutionsSales SolutionsBrand & Creative SolutionsAnalytics & Intelligence SolutionsBusiness Problem SolutionsBusiness Growth Solutions
Industries
All industriesHealthcare Digital SolutionsReal Estate Digital SolutionsManufacturing Digital SolutionsEducation Digital SolutionsEdTech Digital SolutionsSaaS Digital SolutionsRetail Digital SolutionsD2C Digital SolutionsFMCG Digital SolutionsHospitality Digital Solutions
Business Problems
All business problemsLead GenerationAdvertisingMarketingWebsite & ConversionEcommerceSalesBrandSocial MediaEmailCustomer ExperienceOperationsAnalyticsTransformationAIGrowth
Roles
All rolesLeadershipMarketingSalesTechnologyOperationsHRFinanceCustomer ExperienceEcommerce
Platforms
All platformsSearch & AdvertisingAnalytics & TrackingSocial MediaMessaging & CommunityEcommerceMarketplaceCRM & SalesERP & OperationsCMS & WebsiteEmail & RetentionAI Platforms
Resources
All resourcesGuides & EbooksGlossaryTools & TemplatesInsights
Case Studies
All case studiesScaling a D2C skincare brand profitablyDoubling qualified pipeline for a B2B SaaS companyFilling appointment calendars for a multi-city clinic chainConnecting sales, inventory and finance for a manufacturerResolving support tickets with an AI agentGrowing marketplace sales across Amazon and FlipkartLowering cost per site visit for a residential developerGrowing organic enrolments for an EdTech platformBuilding a social-first fashion labelRepositioning a FinTech brand for business customersTurning a hotel group website into a booking engineAutomating lead routing for a SaaS sales teamBuilding a shipment tracking portal for a logistics firmRaising repeat purchases for a D2C wellness brandMoving a manufacturer’s systems to the cloudGiving a pharma marketing team one source of truthAnswering patient questions around the clockGiving a regional bank a single view of every customerLowering acquisition costs for an insurance brokerBringing more test drives to a car dealership groupGrowing direct bookings for a tour operatorSimplifying admissions for a group of schoolsLaunching a new snack range with creatorsIncreasing online sales for a jewellery brandFinding new customers on TikTok for a beauty brandSpotting churn early for a telecom providerReaching decision-makers for a renewable energy firmGrowing monthly donors for a non-profitKeeping construction projects on budgetGrowing a media brand’s YouTube audience
About NiansContact

Book a Free Consultation

×
Platform-Specific Services

Copilot Implementation Services

Copilot implementation services take Microsoft Copilot from approved budget to daily use, which is where many rollouts quietly stall. We handle technical set-up, governance, custom agents in Copilot Studio and training that sticks.

Helping brands grow since 2013
Our approach

How we approach copilot implementation services

Licences get assigned, an announcement goes out, and usage reports show a few enthusiasts and many idle seats. Common gaps are no role-specific training, permissions not tidied first, and no custom agents connected to the company's own processes.

We stage the rollout. First, technical set-up: licence assignment, permissions clean-up, sensitivity labels and Purview policies. Next, champions in each department get early access and help shape prompts for their teams. We build agents in Copilot Studio for common needs such as HR policy questions or sales proposals, connected to SharePoint or Dataverse. Training is run by role, and usage dashboards show who is getting value. Licences can then be reassigned from idle users.

  • Processes mapped before anything is configured
  • Clean, de-duplicated data migration
  • Role-based training and support after launch

Working with Nians

One strategist owns your plan and brings in the specialists it needs. You hear from us every week, and every piece of work starts with an audit.

Book a Free Consultation

Platform expertise

Why a Copilot specialist matters

Our Copilot specialists work in the platform every day, so setup, integrations and optimisation follow current best practice.

Compatibility check

We confirm how Copilot fits your current stack before anything changes.

Integrations

Copilot connected to your analytics, CRM and commerce tools so data flows both ways.

Safe migration

Coming to Copilot from another tool? We plan the move so history, tracking and settings come with you.

What’s included

What our Copilot Implementation Services include

The usual building blocks. We drop what you don’t need and add what you do.

Requirements & process mapping

Your sales, finance and ops processes captured first.

Configuration

Pipelines, objects, permissions and automations set up.

Data migration

Clean, de-duplicated records moved safely.

Integrations

Website, marketing, accounting and support connected.

User training

Role-based training so adoption actually happens.

Post-go-live support

Hypercare, fixes and continuous improvement.

Our process

How we deliver

You see the plan before any work starts.

Requirements

Your sales, finance and operations processes captured first.

Configure

Pipelines, objects, permissions and automations set up.

Migrate

Data cleaned, de-duplicated and moved with checks at each step.

Train

Role-based training so people use the system from day one.

Support

Fixes and improvements after go-live, as real use shows gaps.

Tools & platforms

Platforms we use for this work

FAQ

Questions we often hear

Straight answers to the things clients ask us most. If yours isn’t here, just ask.

Still have a question?Talk to a strategist. We usually reply within one working day.Ask us directly
How long does a Copilot implementation take?
A focused rollout for a few hundred users usually takes six to twelve weeks, including readiness work, a pilot and training. Larger organisations or those with significant permission clean-up need longer.
What is Copilot Studio used for?
Copilot Studio lets you build custom agents that answer questions from your own content or carry out tasks in connected systems. Examples include an HR policy assistant, an IT helpdesk bot or a sales proposal helper.
How long does an implementation take?
A focused CRM rollout can take four to eight weeks; a full ERP usually takes several months. We phase the work so you see value early.
Next step

Let’s plan your next stage of growth.

A free 30-minute session with a senior Nians strategist. You leave with a prioritised plan, whether or not you work with us.

Book a Free Consultation
Free · 30 minutes
Book a Free Consultation