AI & Automation

AI Integration into Microsoft Dynamics & Microsoft 365

We bring AI to where your employees already work: Business Central, Outlook, Teams, Excel and SharePoint. Custom Copilots, sales insights, automated reports and intelligent search — built on Microsoft Copilot Studio and Azure AI Foundry.

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Microsoft Copilot at a glance

The biggest lever for AI in everyday work is not yet another separate tool but the applications your team already uses all day. With Copilot and the Azure AI platform, Microsoft has created the foundation to embed AI directly into Microsoft 365 and Dynamics 365. We turn this into concrete features tailored to your processes.

With Microsoft Copilot Studio we build custom Copilots that access your data and rules, for instance an assistant in Teams that summarises quotes from Business Central, or an intelligent search across SharePoint knowledge. Via Azure AI Foundry we realise more demanding scenarios such as automated reports, sales insights or the enrichment of ERP data.

Because we know both the Microsoft platform and your ERP world, we integrate AI cleanly into existing permissions and data flows — GDPR-compliant and without shadow IT. This turns AI from a buzzword into tangible relief in daily business.

Microsoft Copilot: what we deliver

Custom Copilots in Outlook, Teams and Business Central
Sales and service insights
Automated reports and summaries
Intelligent search across SharePoint
Built with Copilot Studio & Azure AI Foundry
Use cases

Microsoft Copilot in practice

// 01

An assistant in Teams

A Copilot answers questions about quotes and orders straight from Business Central, without anyone opening the application.

// 02

Search across SharePoint

Contracts, minutes and manuals become searchable, giving answers with a source reference instead of a list of hits.

// 03

Automatic report summaries

Recurring analyses arrive in the inbox as a short summary, with the detail one click away.

How we proceed

Microsoft Copilot: step by step

1

Settle on the use case and the right data sources

2

Check permissions so the assistant only sees what the user is allowed to see

3

Prototype in Copilot Studio or Azure AI Foundry

4

Test with a pilot group, then roll out to the team

FAQ

Microsoft Copilot: frequently asked questions

Still have open questions? We're happy to clarify them in an initial call.

Do we need Microsoft 365 Copilot licences for this?
Not necessarily. Some scenarios use Microsoft 365 Copilot, others we implement more cost-effectively with Copilot Studio or Azure AI directly. We recommend the path that is most economical for your use case.
Does Copilot access data it shouldn't see?
No. The solutions respect existing Microsoft 365 permissions. Through the AI, each user only sees what they already have access to.
Is a custom Copilot worth having alongside the standard one?
The standard Copilot is strong at general work in Word, Excel and Outlook. As soon as answers need to come from your ERP, your contracts or your own rules, you need a solution with access to those sources. The two do not exclude each other.

Let's talk about your project.

Free initial consultation, 30–45 minutes, remote. An honest assessment — even if the answer is that you don't actually need it.