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
What we offer
Copilot for Dynamics 365 services
-
Readiness Assessment
Licences, data quality and security checked.
-
Copilot for Sales
Meeting prep, email drafts and opportunity summaries.
Learn more -
Copilot for Service
Case summaries and suggested answers for agents.
-
Copilot in Business Central
Faster finance and inventory tasks.
Learn more -
Copilot Studio Agents
Custom agents connected to your systems.
Learn more -
Governance
Permissions, data policies and usage monitoring.
Implementation
A proven path to a successful go-live
-
Assessment
We review your processes, current systems, licences and data before recommending a plan.
-
Solution design
Fit-gap analysis, configuration plan and the few customisations that are truly needed.
-
Configure & extend
Configuration, extensions and integrations, demoed to your team every two weeks.
-
Data migration
Cleansed, mapped and validated data moved from your old systems.
-
Training & go-live
Role-based training, user acceptance testing and a planned cut-over.
-
Support & optimise
Post-go-live support, adoption tracking and continuous improvement.
Related
Related services
-
AI Consulting & Strategy
Find where AI pays off, then plan it.
Explore -
AI Integration Services
Plug AI into your apps, CRM and ERP.
Explore -
AI Workflow Automation
Automate repetitive work end to end.
Explore -
AI PoC & MVP
Test an AI idea on your own data first.
Explore -
Data Engineering & Analytics
Clean data pipelines that AI can trust.
Explore
Client reviews
What clients say about working with us
Verified reviews from founders and CTOs on Clutch.
-
Custom Software Development
Web-Based Coupon App Development
The work produced by the team was of exceptional quality.
Verified review on Clutch (Jon Thies, opens in a new tab)
Jon Thies
CTO, Model Rocket Feb 2022 – Mar 2023
-
Custom Software Development
Mobile & Web Platform Development & Design
Silver Scintilla was responsive, respectful, and enjoyable to work with, quickly addressing any questions or requests.
Verified review on Clutch (DeShawn Brown, opens in a new tab)
DeShawn Brown
CEO & Founder, Lithios Jun 2021 – Nov 2022
-
Custom Software Development
Web-Based HRM System Development
Silver Scintilla provided the best solution with scalable functionality, personalized features, and robust security.
Verified review on Clutch (Suheb Khan, opens in a new tab)
Suheb Khan
Director, Collaborative Insight Technologies Jul 2020 – Jun 2022
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 ExpertWhat 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




