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Microsoft 365 Copilot

Microsoft 365 Copilot, ready before it goes live.

We get your tenant ready for Microsoft 365 Copilot, deploy it and help your people use it in Word, Excel, PowerPoint, Outlook and Teams. It works within your existing Microsoft 365 security, compliance and privacy settings, so we sort out permissions and governance first.

2 hours

for our Copilot readiness workshop

20+ years

of SharePoint and Microsoft experience behind the team

1 working day

to hear back from us after you get in touch

The problem

Why Copilot rollouts stall.

  1. 1

    Permissions too broad

    Copilot can reach whatever a user can reach, including content they should not see.

  2. 2

    No clear use cases

    Licences go out without a plan for what people will use Copilot for.

  3. 3

    Little training

    People try it once and go back to working the old way.

What it does

Copilot ready, deployed and used.

We get your tenant ready for Microsoft 365 Copilot and help your people use it.

Prepare

Permissions and content sorted first.

We review your tenant for permission and content issues and fix them before Copilot is switched on.

  • Permissions reviewed
  • Sensitivity labels applied
  • Overshared content found

Deploy

A rollout with a plan.

A pilot group first, then a wider rollout covering who gets licences and the scenarios to focus on.

  • Pilot group first
  • Scenarios agreed
  • Licences allocated with a plan

Adopt

People who know how to use it.

Training for staff and product champions, who then help colleagues and troubleshoot internally.

  • Staff training
  • Product champions
  • Adoption tracked

How we work

How a Microsoft 365 Copilot project runs.

01

Discovery

We talk to people across the business about how they work and review your tenant for permission and content issues.
02

Design

A rollout plan covering who gets licences first, the scenarios to focus on and the governance changes needed.
03

Build

We fix the permission and labelling issues, configure Copilot and test it with a pilot group.
04

Train

Training for staff and product champions, who can then help colleagues and troubleshoot internally.
05

Go live

We roll Copilot out more widely, stay involved to fix any issues and track adoption.

Built on Microsoft 365

Runs in the Microsoft 365 you already have.

The product sits inside your own tenant, so your data, permissions and security settings stay where they are.

  • Your security settings apply

    Copilot uses your Microsoft 365 security, compliance and privacy settings.

  • Your data stays yours

    Your data stays in its partition and is not used for training.

  • Works in the apps you use

    Word, Excel, PowerPoint, Outlook and Teams.

  • A 2 hour workshop to start

    Our readiness workshop sets out what to do first.

Case studies

Case studies we have delivered.

Tidy content, simpler permissions

Praxis moved from a file server to Teams and SharePoint with data cleansed and reorganised and simpler permissions for a hybrid workforce.

Read the Praxis case study

What we do

Copilot services from readiness to adoption.

We cover the checks before rollout, the rollout itself and the agents and governance that come after.

Copilot readiness

A review of permissions, sharing and content before Copilot is switched on.

Copilot readiness assessment

Copilot Studio

Custom agents built for specific tasks in Microsoft 365.

Microsoft Copilot Studio

Copilot agents

Agents that answer common queries and take simple actions.

Copilot agents

SharePoint governance

Ownership and permissions rules so Copilot answers from the right content.

SharePoint governance

Microsoft Purview

Sensitivity labels and retention to protect what Copilot can reach.

Microsoft Purview

Microsoft Copilot

An overview of Copilot across Microsoft 365 and how we help.

Microsoft Copilot

FAQ

Frequently asked questions.

What does Microsoft 365 Copilot do?

It helps people simplify complex topics, generate ideas, draft customer communications and automate processes within the Microsoft 365 apps they already use.

Is our data safe with Copilot?

Copilot uses your Microsoft 365 security, compliance and privacy settings and your data stays in its partition. It can reach whatever a user can reach, which is why we check permissions first.

Where should we start?

With our two hour readiness workshop, which sets out what you need to do to be in the best position for a Copilot rollout.

Do you train our staff?

Yes. We train your staff and product champions so they can help colleagues and handle issues internally.

Talk to our Copilot team.

Tell us what you are working on and we will come back to you within one working day to arrange a call.