Microsoft 365 Copilot readiness and adoption
Review sharing and access, identify use cases, and plan a pilot and role-based training.
AI and automationPut Microsoft AI and automation
Put Microsoft AI and automation
to work on a defined task.
Choose a useful use case, prepare the information and permissions, and test the solution with the people who will use it.
What this work addresses
AI and automation.
A useful AI or automation project starts with a task and a way to evaluate the result. We help you select the use case, check data access, and build a pilot before expanding it.
Microsoft 365 CopilotMicrosoft Copilot StudioPower AutomatePower Apps
Copilot Studio agents
Design agents around approved knowledge, supported connectors, permissions, and evaluation questions.
Power Automate workflows
Build or repair cloud flows for requests, approvals, onboarding, and reporting.
Governance and evaluation
Define environments, ownership, data policies, human approvals, operating costs, and how to test answers or workflow results.
What you getWork your team
Work your team
can put to use.
- A use-case brief with success measures and access requirements
- A working pilot or workflow within the agreed platform capabilities
- Evaluation and exception-handling examples
- User guidance, ownership documentation, and an adoption plan
The proposal confirms workloads, access, licensing, responsibilities, and delivery dates before work starts.
Illustrative engagement
Starting point
Staff repeatedly ask the same questions about an internal procedure.
Project approach
Review the source material and permissions, build a Copilot Studio pilot, and test it against agreed questions before wider use.
A planning example, not a customer case study or a promised result.
See a workflow in context.
Example · Customer inquiries
Every new inquiry has someone responsible for it.
A message lands in a shared inbox. Someone copies it into a spreadsheet, forwards it, and tries to remember to follow up.
What changes
A shared view of who owns each inquiry and what happens next.
- 01
Capture the request
A form records the inquiry in one list.
- 02
Assign an owner
The right person gets a Teams notification.
- 03
Keep track of follow-up
A reminder flags inquiries that still need attention.
Microsoft Forms · SharePoint · Teams · Outlook
Your team decides who should receive a request and when reminders should go out.
Example · Staff onboarding
Give every new starter a checklist, with owners.
HR emails IT and the manager separately. Accounts, documents, and equipment requests are tracked in different places.
What changes
One checklist that shows the work still needed for a new starter.
- 01
Submit one starter request
Capture the start date, role, and manager.
- 02
Assign the tasks
Give HR, IT, and the manager their checklists.
- 03
Review what is ready
Track completion and flag missing tasks before the start date.
Microsoft Forms · SharePoint · Teams · Power Automate
Account access and permissions still need approval. The example does not create accounts automatically.
Example · Purchase approvals
Know where a purchase request is waiting.
A request passes through email threads. The decision, comments, and final document can be hard to find later.
What changes
A request, an approver, and a recorded decision in one process.
- 01
Record the request
Store the details and supporting document.
- 02
Ask the right approver
Route it using the approval rules you agree.
- 03
Save the decision
Record the outcome and notify the requester.
SharePoint · Power Automate · Outlook
A person approves or declines the request. This example does not place orders or make payments.
Illustrative workflows. No live systems are connected. Tools and licensing are confirmed before a project starts.
Your questions.
How are Microsoft 365 Copilot and Copilot Studio different?
Microsoft 365 Copilot assists work in Microsoft 365. Copilot Studio is used to build and configure agents. Power Automate handles rule-based workflows. We choose the approach around the task and required access.
Will AI approve purchases or change access by itself?
The permitted actions and approval points are defined in the design. High-impact decisions can stay with an authorized person; a workflow does not need AI to be useful.
Can we start with a basic workflow?
Yes. A request, approval, or reminder using your existing tools can be the first project. Licensing, connectors, and costs are reviewed before implementation.
Talk through your requirements.
Tell us about the environment, the problem, and the work you are planning.