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Copilot for Dynamics 365

Copilot for Dynamics 365 Implementation

Bring Microsoft Copilot into Dynamics 365 and Business Central, and build custom Copilot Studio agents that know your processes and data.

  • Copilot in CRM and ERP
  • Custom Copilot Studio agents
  • Security and governance
5.0 on Clutch · 27 verified reviews (opens in a new tab)

What we offer

Copilot for Dynamics 365 services

Implementation

A proven path to a successful go-live

  1. Assessment

    We review your processes, current systems, licences and data before recommending a plan.

  2. Solution design

    Fit-gap analysis, configuration plan and the few customisations that are truly needed.

  3. Sprints

    Configure & extend

    Configuration, extensions and integrations, demoed to your team every two weeks.

  4. Data migration

    Cleansed, mapped and validated data moved from your old systems.

  5. Training & go-live

    Role-based training, user acceptance testing and a planned cut-over.

  6. 6 months free

    Support & optimise

    Post-go-live support, adoption tracking and continuous improvement.

Client reviews

What clients say about working with us

Verified reviews from founders and CTOs on Clutch.

5.0 27 verified reviews

FAQ

Copilot for Dynamics 365: frequently asked questions

Straight answers to what clients ask us most.

Need advice for your project?

Every product is different. Talk to a senior engineer about your tech stack, timeline and team, and get honest advice on your next step.

Talk to an Expert
What is Copilot for Dynamics 365?

Microsoft Copilot features built into Dynamics 365 and Business Central that summarise, draft and answer using your business data.

What is Copilot Studio?

Microsoft's low-code platform for building custom AI agents that connect to your data and systems.

Is our data secure with Copilot?

Copilot respects your Dynamics and Microsoft 365 permissions; we review data access before rollout.

Do we need special licences?

Some Copilot features are included, others need add-on licences. We review your licensing as part of the assessment.

Free discovery call

Have an idea? Let's turn it into AI-powered software.

Book a free discovery call with our experts. Share your idea and we will help you shape the scope, timeline and budget, under NDA.

  • Free consultation
  • NDA before we talk
  • Transparent estimate