Intelligent Automation for Better CRM Performance

We help you enhance Dynamics with Copilot and integrate Microsoft 365 Copilot across Outlook, Teams, Word, Excel, and PowerPoint. Our approach delivers real productivity gains without adding risk or complexity.

What We Deliver

  • 10 Copilot licences to kick-start adoption.
  • Leadership and stakeholder sessions to align goals, set use cases, and agree success measures.
  • Copilot readiness assessment to check tenant configuration, permissions, and security posture.
  • Process workshop and live demonstrations across Word, Excel, PowerPoint, Teams, Outlook and D365 to identify areas of opportunity.
  • End-user training and adoption workshops to build confidence and encourage practical usage.
  • Launch toolkit with best practices and guidance for ongoing success.
  • Optional targeted training for deeper enablement in any Microsoft 365 product.

Key Benefits

  • Save time and reduce manual effort by accelerating drafting, summarising, and catch-ups.
  • Improve employee experience with clear guidance, training, and safe governance.
  • Increase productivity by focusing Copilot on high-value use cases first.
  • Strengthen control and compliance through a configured tenant and informed users.