MICROSOFT POWER PLATFORM
Microsoft Copilot Studio Consulting and AI Agents
Employees answer the same questions every day. Customers ask for updates. Microsoft Copilot Studio lets you create AI agents that answer questions, guide users and complete routine tasks. We design, build and connect them to Dynamics 365 and your other systems. Then we support them after go-live.
Microsoft Copilot Studio · Microsoft Power Platform · PRIME AI Agents
From Question to Resolution
Understand
We have your environment ready within 24 hours.
Retrieve Knowledge
It finds answers in your documents, systems and trusted business data.
Take Action
It submits requests, updates records and starts workflows where appropriate.
Respond or Escalate
It replies in plain language. It hands over to a person when a case needs one.
Support People Wherever They Need Assistance
Customer Enquiries
Answer questions and provide account support.
HR Requests
Find policies and submit leave or HR requests.
Finance Questions
Check balances, approvals and financial information.
Operations Support
Track orders, inventory and operational updates.
IT Assistance
Resolve common issues and submit support requests.
Sales Enquiries
Qualify opportunities and schedule customer follow-ups.
Connect Copilot Studio with Dynamics 365, Microsoft 365 and Your Data
Dynamics 365 and Dataverse
Agents that read Business Central, Finance and Supply Chain and CRM data
Dataverse as the shared data layer
Microsoft 365 and SharePoint
Answers drawn from SharePoint documents and Microsoft 365 content
Agents available in Teams
Power Automate and Other Systems
Flows that complete tasks for the agent
Connectors to third-party systems such as SAP, Oracle and SQL Server
Security and Identity
Sign-in with Microsoft Entra ID
Existing access permissions applied automatically
Microsoft security and compliance for conversations and data
Looking to Apply AI Across Your Business?
Microsoft Copilot Studio gives you the tools to build agents. PRIME is our library of AI agents for ERP operations. It has ten hubs. Each agent automates a defined process and hands the result to a person for review. We also build bespoke agents.
Frequently Asked Questions
What is Microsoft Copilot Studio?
Microsoft Copilot Studio is a low-code platform for building AI agents. These agents answer questions, guide users and complete routine tasks. They use your Microsoft environment and business data.
What can a Copilot Studio agent do for our business?
An agent can answer customer and employee questions, find policies and documents, and check order or account details. It can also submit requests and start workflows. It hands over to a person when needed.
Can Copilot Studio connect to our existing systems?
Yes. Copilot Studio connects to Dynamics 365, Microsoft 365, Dataverse and SharePoint. It also connects to other business systems through Power Platform connectors. We design the connections around the systems you already use.
Is our data secure in Copilot Studio?
Copilot Studio uses Microsoft security and identity. Users sign in with Microsoft Entra ID, and existing access permissions apply. We design the agent so people see only what they are allowed to see.
What is the difference between Copilot Studio and PRIME?
Copilot Studio is the Microsoft platform for building AI agents. PRIME is the 9 Dots library of pre-built agents for ERP operations. PRIME agents are built on Microsoft AI, including Copilot Studio.
Do you support Copilot Studio after go-live?
Yes. Our Managed Services and Support cover user support, updates, enhancements and monitoring.
How is Copilot Studio licensed?
Copilot Studio uses Copilot Credits. Credits are shared across your tenant and are not bought per user. We estimate your usage and recommend the right capacity.
Plan Your Copilot Studio Project
Tell us which questions your people ask most and which systems hold the answers. We reply within one business day.