Microsoft Copilot consulting services

Our Microsoft Copilot consulting services help you set up Copilot and Copilot Studio, connect both tools to your workflows and data, and train teams to use them in daily work. Get faster answers, reduce routine tasks, and cut the guesswork around AI.

30+

AI & Copilot Studio solutions delivered

25+

certified developers & consultants

30%+

reduction in operational costs

Our Microsoft Copilot consulting services help you set up Copilot and Copilot Studio, connect both tools to your workflows and data, and train teams to use them in daily work. Get faster answers, reduce routine tasks, and cut the guesswork around AI.

30+

AI & Copilot Studio solutions delivered

25+

certified developers & consultants

30%+

reduction in operational costs

Challenges
Services
Cases
Benefits
Security
Training
Implementation
Industries

Innowise is an official Microsoft solutions partner

As a Microsoft Solutions Partner, Innowise helps companies set up Copilot and Copilot Studio around approved company data, permissions, workflows, security rules, and licenses. You get fewer setup mistakes, safer access, Microsoft product guidance, ongoing support, and no extra partner fee.

Microsoft-Solutions-Partner_data

Risks and challenges of Copilot & Copilot Studio implementation

If you treat Copilot like a quick AI add-on, your project can stall. Through our Copilot Studio and Microsoft Copilot implementation services, we help you shape the rollout around real cases, safe access, training, and metrics your teams can track.

Cut tab-hopping between your business tools

Our Microsoft Copilot & Copilot Studio consulting services

  • Discovery & PoV
  • AI readiness
  • Roadmap
  • Governance
  • Pilot & PoC
  • Copilot agents
  • Integration
  • Training
  • Support

Copilot Studio use case discovery & PoV

Copilot can sound useful in every meeting. Budgets can say otherwise. Our team helps you choose use cases with clear cost, volume, and owner, then shape them into PoV plans that leadership can approve.

Well-dressed focused developer coding on a laptop at a shared desk in a modern office setting

AI readiness assessment

Before rollout, we check whether your M365 environment is ready for Copilot Studio. Our experts review data quality, permissions, security gaps, licenses, governance rules, and user roles, then show what to fix first.

IT consultants strategizing digital transformation and data-driven decision-making for complex projects

Copilot strategy & roadmap development

Within Microsoft AI and Copilot consulting services, our consultants help you turn selected use cases into a rollout your leadership team can follow, with target architecture, governance, launch order, training, and KPIs tied to each step.

Tech team planning agile sprint and dividing software development tasks

Configuration & governance setup

Copilot Studio needs clear rules before users start experimenting. Our experts help design the governance model for access, security policies, approved sources, audit paths, and ownership, so the pilot works within your company's rules.

Developer working on code and system updates with a laptop against a high-tech digital background

Pilot program & proof of concept

We help you scope a focused pilot around real use cases and test it with the people who will actually use it. You get feedback, adoption signals, risk checks, and internal champions before a wider rollout starts taking a serious budget.

IT operations manager checking server performance metrics on a laptop in a data center

Copilot agents & automation

Policy questions, request routing, status checks, and system lookups. These small tasks eat up hours every week. Innowise’s team defines which tasks Copilot Studio agents should cover, what logic they need, and where human review stays.

AI and human artistry merging to co-create immersive entertainment, where machine logic fuels creative imagination

Integration with enterprise systems

Copilot Studio brings more value when it works with the tools you use. We map the connections across M365, CRM, ERP, ticketing tools, and data platforms, so teams can check records, trigger steps, and move work without switching systems.

Automated workflow integration routes user data securely across cloud platforms for seamless access and collaboration

Training & adoption programs

Teams use Copilot Studio when it fits their job. Our experts plan role-based training for admins, managers, and users, covering prompts, agents, safe data handling, governance rules, and practical habits for daily work.

IT team collaborating on projects, with a developer focused on code and a teammate discussing tasks by phone

Ongoing support & optimization

After launch, our team tracks usage, failed requests, user feedback, agent behavior, and process gaps. Then we recommend updates to prompts, knowledge sources, logic, and training materials as teams learn what they need.

Integration engineer providing support for enterprise system connectivity over a client call

Discovery & PoV

Copilot can sound useful in every meeting. Budgets can say otherwise. Our team helps you choose use cases with clear cost, volume, and owner, then shape them into PoV plans that leadership can approve.

Well-dressed focused developer coding on a laptop at a shared desk in a modern office setting

AI readiness

Before rollout, we check whether your M365 environment is ready for Copilot Studio. Our experts review data quality, permissions, security gaps, licenses, governance rules, and user roles, then show what to fix first.

IT consultants strategizing digital transformation and data-driven decision-making for complex projects

Roadmap

Within Microsoft AI and Copilot consulting services, our consultants help you turn selected use cases into a rollout your leadership team can follow, with target architecture, governance, launch order, training, and KPIs tied to each step.

Tech team planning agile sprint and dividing software development tasks

Governance

Copilot Studio needs clear rules before users start experimenting. Our experts help design the governance model for access, security policies, approved sources, audit paths, and ownership, so the pilot works within your company's rules.

Developer working on code and system updates with a laptop against a high-tech digital background

Pilot & PoC

We help you scope a focused pilot around real use cases and test it with the people who will actually use it. You get feedback, adoption signals, risk checks, and internal champions before a wider rollout starts taking a serious budget.

IT operations manager checking server performance metrics on a laptop in a data center

Copilot agents

Policy questions, request routing, status checks, and system lookups. These small tasks eat up hours every week. Innowise’s team defines which tasks Copilot Studio agents should cover, what logic they need, and where human review stays.

AI and human artistry merging to co-create immersive entertainment, where machine logic fuels creative imagination

Integration

Copilot Studio brings more value when it works with the tools you use. We map the connections across M365, CRM, ERP, ticketing tools, and data platforms, so teams can check records, trigger steps, and move work without switching systems.

Automated workflow integration routes user data securely across cloud platforms for seamless access and collaboration

Training

Teams use Copilot Studio when it fits their job. Our experts plan role-based training for admins, managers, and users, covering prompts, agents, safe data handling, governance rules, and practical habits for daily work.

IT team collaborating on projects, with a developer focused on code and a teammate discussing tasks by phone

Support

After launch, our team tracks usage, failed requests, user feedback, agent behavior, and process gaps. Then we recommend updates to prompts, knowledge sources, logic, and training materials as teams learn what they need.

Integration engineer providing support for enterprise system connectivity over a client call
Hays logo.Spar logo. Tietoevry logo. BS2 logo. Digital science logo. CBQK.QA logo. Topcon logo.NTT Data logo. Familux Resorts logo. LAPRAAC logo.
Hays logo.Spar logo. Tietoevry logo. BS2 logo. Digital science logo. CBQK.QA logo. Topcon logo.NTT Data logo. Familux Resorts logo. LAPRAAC logo.
Hays logo.Spar logo. Tietoevry logo. BS2 logo. Digital science logo. CBQK.QA logo.
Hays logo.Spar logo. Tietoevry logo. BS2 logo. Digital science logo. CBQK.QA logo.
Topcon logo.NTT Data logo. Familux Resorts logo. LAPRAAC logo.
Topcon logo.NTT Data logo. Familux Resorts logo. LAPRAAC logo.

How we implement Copilot across your ecosystem

01/04

Microsoft 365 apps

We set up Copilot Studio in Word, Excel, Outlook, Teams, and SharePoint, so teams can draft faster, summarize meetings, prepare reports, and spend less time on repeat admin work.
02/04

Custom AI agents

Innowise builds Copilot Studio agents around specific team roles and real tasks. They can answer questions, guide users through steps, trigger workflows, and work with internal data.
03/04

Business applications & automation

Our experts extend Copilot Studio and Power Platform across departments, helping teams pass requests, reduce manual handoffs, and update approvals and records with less back-and-forth.
04/04

Enterprise integrations

We connect Copilot Studio to CRM, ERP, ticketing, finance, HR, and data systems. Agents can fetch records, check tickets, follow approvals, and update details without tool switching.
01

Microsoft 365 apps

02

Custom AI agents

03

Business applications & automation

04

Enterprise integrations

Business benefits of Copilot & Copilot Studio implementation

Want Copilot to save time in real work?

We’ll connect it to your M365 setup, business tools, and daily team tasks.

Enterprise-grade security and governance

Copilot can reach files, chats, records, and business apps. That access needs limits. We map what each agent can see, do, and use, then set the rules with Entra ID roles, DLP policies, approved sources, connector limits, and audit logs. You can control access, block risky data flows, review activity, and keep Copilot adoption within your Microsoft security model.

Entra ID access Entra ID access
Role-based permissions Role-based permissions
Data loss prevention Data loss prevention
Approved data source Approved data source
Audit trails Audit trails
Microsoft Purview Microsoft Purview
Admin visibility Admin visibility
Governed connectors Governed connectors
Sensitivity labels Sensitivity labels

Copilot and Copilot Studio training and adoption

Copilot adoption breaks down when training stays generic. Our experts teach teams how to use it for emails, meetings, reports, and routine requests, then help workflow owners build Copilot Studio agents under IT and security controls.

Copilot adoption & productivity enablement

We train teams to use Microsoft Copilot in Word, Excel, Outlook, and Teams for the work that slows them down. Drafting updates, summarizing threads, preparing reports, cleaning up meeting notes, and getting to decisions all take less back-and-forth.

Copilot Studio citizen development approach

Our experts help your HR, finance, sales, and operations teams create simple Copilot Studio agents and workflows for repeat tasks without turning every small fix into a dev project. Your IT and security teams keep control over access, connectors, data use, and security rules.

Hands-on Copilot & Copilot Studio training

Your teams practice real tasks from their Microsoft 365 environment. They learn how to write better prompts, use Copilot Studio in daily tasks, build simple agents, and connect those agents to Microsoft 365 workflows.

Choose us as your Copilot Studio partner

Manual work eating up hours?

Put Copilot Studio agents on requests, approvals, and status updates.

What our clients think

All testimonials (54)

I was impressed by how good the code quality was right from the beginning. Their frequency and style of communication were to the point and never more than needed, but not less either.
Ramy Hardan
CEO, bitzeche GmbH
5.0
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Innowise had a solid understanding of what we needed and went above and beyond to deliver solutions that worked. The team was super professional and easy to work with. They hit every deadline and were quick to pivot whenever we needed changes.
Alex Halchenko
CEO, Ester Digital OU
5.0
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We were highly satisfied with the outcome of the project and the deliverables that Innowise delivered. They were highly responsive and timely in their communication, which allowed for smooth and efficient collaboration.
EGzon Gajtani
Strategic Projects Coordinator, Tangoo Professional Network
4.5
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How we implement Copilot Studio solutions

Discovery & readiness assessment

We start by reviewing your daily workflows, systems, data sources, user groups, pain points, and Microsoft 365 setup to pick the best first moves.

Solution design & architecture

Then, our team turns those priorities into a plan covering agents, flows, integrations, governance rules, escalation paths, reporting, and success metrics.

Development & pilot deployment

Before rollout, we build the pilot in a controlled environment, using real cases, approved data sources, business feedback, and clear success criteria.

Integration & full deployment

Once the pilot is ready, our experts connect Copilot with your tools, set up environments, transfer pilot work, and roll out agents to selected teams.

Training & adoption

Next, we train users, managers, admins, and internal champions to use Copilot, follow the rules, and spot the next useful use case.

Continuous optimization

After launch, our team tracks what people use, where agents fail, what requests stay open, and how workflows perform. Then we tune weak spots.

Copilot Studio vs other AI agent solutions

Copilot Studio

Standalone Chatbot Platforms

Custom-built AI Agents

Speed

Build tenant-aware agents fast using low-code and Microsoft integrations
Faster than a custom build, but still requires setup, data, and channels
Slowest approach, with full design, development, testing, and rollout cycles

Cost

Cost-efficient for Microsoft users; credit-based pricing
Subscription + usage costs rise with volume and features
High engineering, infra, and ongoing MLOps cost even with managed cloud models

Flexibility

Ideal for Microsoft workflows with connectors to external systems
Good for CX/support; Microsoft depth varies by vendor
Highly flexible for unique workflows, products, and tech stacks, limited mainly by skills and budget

Integration

Native across Teams, SharePoint, Power Apps, Power Automate, and M365 Copilot
Integrates with Microsoft 365 via connectors; depth differs by vendor
Integrations must be designed and owned by your team

Data & Actions

Connects to internal data via connectors and triggers flows/actions
Strong for FAQs, CRM, ticketing, and external APIs, mainly in support and CX scenarios
Can connect to almost any system, but complexity grows quickly

Automation/AI

Uses Copilot, Azure, and Power Platform to build multi-step agents that act and chat
Strong conversational AI, often built for single-purpose and support workflows
Full control over models, prompts, tools, and orchestration

Security

Inherits Microsoft 365 identity, compliance, audit, and DLP
Enterprise controls vary by vendor; policies and residency differ
Team must design and run identity, logging, and audits end-to-end

Scalability

Cloud-based and tenant-aware, scalable across teams and regions
Scales within vendor limits; extra channels may need more configuration
Scales with your cloud architecture and engineering capacity rather than a fixed plan

Maintenance

Microsoft manages the platform; you maintain topics, prompts, and data
Vendor manages engine; your team manages intents, flows, and content
Engineers own models, runtime, updates, infrastructure, observability, and incidents

Control

Strong tenant control, but base models and roadmap follow Microsoft
Control over configuration and content, not underlying models or infra
Full ownership of architecture, data, and orchestration

Best suited for

Organisations using Microsoft 365 that need fast, integrated agents in their workspace
Organisations needing channel-agnostic CX or support bots across web, mobile, and contact centers
Highly specialised agents, strict non-Microsoft stacks, or bespoke requirements

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Industry solutions

  • Healthcare
  • Finance
  • Manufacturing
  • Retail
  • Real estate
  • IT
  • HR
  • Sales
  • Marketing

Healthcare

Within our Microsoft Copilot advisory services, we help healthcare teams plan safe Copilot use for patient files, care tasks, reports, and requests. Before rollout, we map access rules, trusted sources, and training to each use case.

  • Faster document handling
  • Lower admin workload
  • Better team coordination
Healthcare professionals reviewing neurological MRI results on a multi-screen setup

Finance

Our Copilot consulting services help finance teams plan secure use cases for reporting, risk checks, DSO tracking, spend analysis, and regulatory work. We define data sources, permissions, review steps, and when agents should pass work to people.

  • Shorter reporting cycles
  • Clearer risk visibility
  • Reduced manual workload
AI-driven finance dashboard overlays urban skyline, highlighting real-time analytics for smarter investments

Manufacturing

Through Copilot Studio consulting, our team helps manufacturers choose where agents can use production, supply chain, facility, and request data. Then we advise on sources, access, workflows, and pilot cases tied to daily operations.

  • More accurate production reporting
  • Smarter resource use
  • Faster issue handling
Smart manufacturing powered by automation and robotics for higher efficiency

Retail

With Microsoft 365 Copilot Studio consulting, we guide you through agent use for support, product data, demand planning, campaign tasks, and retention. Our experts map the systems, teams, and data each agent should rely on.

  • Quicker r product updates
  • More reliable demand planning
  • Higher customer retention
Consumer checks online deals on smartphone amid pink shopping bags and urban storefront backdrop

Real estate

Through our Microsoft AI and Copilot consulting services, we work with real estate teams to shape use cases around property data, project records, contracts, and reports. Our team defines safe sources, roles, handoffs, and rollout priorities.

  • More efficient document workflows
  • Stronger project visibility
  • Fewer decision delays
Digital real estate solutions enable automated smart home access, remote management, and secure transactions

IT

Our Microsoft Copilot consulting services guide IT teams in designing helpdesk and engineering support agents. We map routine requests, ticket creation, troubleshooting guidance, access rules, and escalation paths before agents go live.

  • Lower ticket backlog
  • Shorter support response times
  • Better engineering focus
IT team member uses unified console to deploy updates and monitor system health across servers

HR

With Copilot implementation services, our experts guide HR teams through onboarding, policy Q&A, benefits guidance, access requests, hiring steps, and employee process support. We map sources, owners, permissions, and training needs.

  • Smoother onboarding
  • Reduced HR workload
  • Stronger employee support
Smart HR software manages candidate screening and remote onboarding in one seamless system

Sales

As part of our Copilot implementation services, we support sales teams plan Copilot use around CRM data, proposals, product materials, and past deal records. Our experts define what agents can read, suggest, and hand over before rollout.

  • More sales opportunities
  • Higher close rates
  • Steadier customer retention
Smart sales solutions use digital analytics and real-time reporting to optimize strategy and revenue

Marketing

Our Microsoft Copilot consulting services help marketing teams plan Copilot use for campaign planning, content drafts, lead follow-up, reporting, and performance analysis. We map approved sources, review steps, and system connections.

  • More qualified leads
  • Lower cost per lead
  • Improved campaign control
Marketing team analyzes AI-driven campaign metrics to optimize targeting and engagement in real time

FAQ

Microsoft Copilot Studio is a low-code platform for building, managing, and customizing AI agents that help automate business processes. You can create these copilots through natural language prompts or a visual interface, then connect them to enterprise data, websites, and external systems to handle more complex conversations and tasks.

Microsoft Copilot is an AI assistant that helps users work faster inside Microsoft 365 apps such as Word, Excel, Outlook, Teams, and SharePoint. In contrast, Copilot Studio is a low-code platform for building custom, autonomous AI agents and complex workflows.

Copilot Studio implementation can take anywhere from 1 to 16 weeks, depending on the scope of the project. Simple pilots are often up and running within 1 to 3 weeks, while larger enterprise rollouts typically take 8 to 16 weeks.

The cost depends on what the agent needs to do. A simple internal assistant with a few workflows is very different from a customer-facing agent connected to several systems, data sources, and security rules. At Innowise, we offer a free initial estimate to size the work, review licensing costs, calculate development effort, and map the expected business value before you commit to development.

Innowise’s experts start with the workflows that slow you down, the pain points behind the requests, the volume coming in, the manual effort involved, and the business metrics that matter. From there, we rank use cases by business value, technical effort, security risk, user impact, and how fast a pilot can show real results.

Yes, Copilot Studio can connect with Microsoft 365, SharePoint, Teams, SAP, Salesforce, Workday, ticketing systems, databases, APIs, custom apps, and much more. Our team reviews each connection point, checks what data the agent really needs, and chooses the safest integration method for that system.

Our experts protect data through Microsoft Entra ID, role-based access, data loss prevention rules, approved knowledge sources, sensitivity labels, admin controls, and audit trails. Agents follow your existing permissions and governance model.

Absolutely! We train employees, managers, admins, and internal champions based on what they’ll actually use. Sessions cover daily Copilot work, better prompts, simple agent building, workflow connections, governance rules, and early mistakes worth avoiding.

Sure. After publishing, our team monitors usage, user feedback, unresolved requests, agent behavior, workflow errors, and knowledge source quality. We refine prompts, logic, integrations, and training materials as your business needs change.

Our experts define success metrics before work starts. These usually include time saved, ticket deflection, response time, adoption rate, user satisfaction, process cost, report cycle time, and the number of tasks handled by agents.

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    4

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