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Microsoft Copilot Services & Solutions

Microsoft Copilot services start with a step most companies skip: cleaning up who can see what in SharePoint and Teams. We then roll Copilot out in Outlook, Word, Excel and Teams, build agents in Copilot Studio and train people on tasks that matter.

Overview

Microsoft Copilot Services & Solutions

Copilot sees everything a user can access. In many companies that includes old HR folders, finance files shared with "everyone" and abandoned Teams sites. Switching it on without a permissions review risks surfacing sensitive data. The other common problem is licences bought for everyone and used by a few, because nobody showed people what to ask.

We begin with a readiness review: SharePoint and OneDrive sharing, sensitivity labels, data retention and licence assignment. Then we pilot with a small group, identify the tasks where Copilot saves time, such as meeting summaries, Excel analysis or proposal drafts, and expand from there. For custom needs we build agents in Copilot Studio connected to your data and Power Automate flows, and we track adoption in the admin centre.

If your teams mostly work in Google Workspace, Gemini will fit better.

Also searched as

Microsoft Copilot consultingMicrosoft Copilot implementationMicrosoft Copilot integrationMicrosoft Copilot optimizationMicrosoft Copilot agency
What we do with Microsoft Copilot

Capability matrix

Pick one stage or let us run all five.

StageWhat it covers
SetupNew Microsoft Copilot accounts or instances configured to best practice, with permissions and naming conventions.
MigrationMoving to Microsoft Copilot from another tool without losing history, tracking or performance.
IntegrationMicrosoft Copilot connected to your analytics, CRM, commerce and data warehouse.
OptimisationOngoing tuning of Microsoft Copilot based on performance data and platform updates.
ManagementDay-to-day running of Microsoft Copilot by a certified specialist, with monthly reporting.

Talk to a Microsoft Copilot specialist

Tell us what you run today and what is not working. We will tell you honestly what we would change first.

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Implementation path

From audit to optimised Microsoft Copilot

Audit

Review your current Microsoft Copilot setup and data.

Build

Configure, integrate and migrate.

Launch

Go live with tracking verified.

Optimise

Improve every week against agreed KPIs.

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
What do we need before rolling out Microsoft 365 Copilot?
Eligible Microsoft 365 licences, users on current apps, data in OneDrive and SharePoint rather than local drives, and a cleaned-up permissions model. Sensitivity labels and a clear usage policy help. A short pilot group shows where Copilot is worth the licence cost.
What is Copilot Studio?
Copilot Studio is Microsoft's tool for building custom agents and extending Copilot. You can connect it to SharePoint, Dataverse or external systems and add actions using Power Automate. It suits use cases like HR policy assistants, IT helpdesk agents or sales lookups.
Can you fix an existing Microsoft Copilot setup?
Yes. Most engagements start with an audit of what is already in place, and we fix the foundations before adding anything new.
Do you integrate Microsoft Copilot with other tools?
Yes. Integration with analytics, CRM, commerce and data tools is a core part of every platform engagement.
Next step

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