Microsoft 365 Copilot Consultancy

You've rolled out Copilot, but most of your team still only uses it to summarise emails. We help you make it part of how work gets done, safely and across the systems your business relies on.

Let's Talk

What it does

We get your Microsoft 365 ready for Copilot, find the work it should be doing in each team, and build agents that connect it to the rest of your business.

Readiness and permissions review

SharePoint, OneDrive and Teams permissions checked so Copilot only surfaces what each person should see, with oversharing risks and sensitivity labels sorted before rollout widens.

Use cases and adoption for every team

Workshops with each team to find the tasks Copilot should handle in Outlook, Teams, Word, Excel and PowerPoint, backed by role-based prompt libraries and training that sticks.

Copilot Studio agents and connectors

Custom agents built in Copilot Studio for jobs like drafting proposals from past bids or answering policy questions, connected to your CRM, finance and line-of-business systems.

Every Microsoft 365 setup is different. Every engagement starts with how your team works today, then shapes Copilot around your data, systems and goals.

Connect Your Systems

Need Copilot to see data outside Microsoft 365?

How we connect systems →

Your AI tools

Microsoft Copilot
Copilot Studio agents

Connection layer

Connectors · APIs · MCP servers · a shared data layer

Your systems

CRM
ERP and finance
Job management
SharePoint and OneDrive
In-house databases

How we'd approach it

How we'd get Copilot working for your team.

Readiness review
A half-day reviewing your Microsoft 365 permissions, licences and current Copilot usage, and mapping where each team loses time.
Half day
First wins
Usually permissions fixes, a first set of team use cases and prompt libraries, and one agent built in Copilot Studio.
2–4 weeks
Scale
Roll out to more teams, connect Copilot to your other systems and build further agents, owned by your own team.
Ongoing

Questions

Will Copilot show people files they shouldn't see?

Copilot follows your existing Microsoft 365 permissions, so it can surface anything a person already has access to, even if they didn't know it was there. That's why every engagement starts with a permissions review.

Do we need Copilot Studio as well as Copilot?

Not to start. Copilot in Microsoft 365 covers everyday work in Outlook, Teams and Office. Copilot Studio comes in when you want agents built around your own processes, data and systems.

Can Copilot connect to systems outside Microsoft 365?

Yes. Using connectors, agents and custom integrations, Copilot can answer from and act in your CRM, finance software, job management system and other tools.

Does everyone need a Copilot licence?

Not always. We help you work out which roles get the most from a full licence, so you spend where it pays back.

Ready to make Copilot work for your team?

Not sure where AI fits yet? Tell us what's slowing your team down and we'll show you what's possible, whether it's on this page or not.