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We get to know your AI ambitions and map them to practical outcomes across your Dynamics 365 environment. We assess your licensing position, identify which Copilot features are immediately available to you, and set clear expectations, including where your data quality will determine what AI can reliably do, before any work begins.

We assess your Dynamics 365 data landscape: record quality, field completeness, duplicate rates, relationship integrity and governance controls. We also review your Microsoft 365 and Azure AI foundations. You get a clear, actionable report identifying exactly where gaps will limit Copilot performance, no vague recommendations, just an honest picture of what is ready and what needs attention before go-live.

A focused on-site or remote engagement to configure Copilot across your active Dynamics 365 modules, CE & FO. We set up role-based access, tune Copilot to your data model and terminology, introduce a skills file that gives AI your business context, and walk every user through the features that matter to their role. We demonstrate the real difference intelligent assistance makes to everyday tasks.

Hands-on sessions designed around the roles and scenarios that matter most to your team. We build prompt libraries tailored to your processes, from summarising opportunity history and drafting customer emails to generating field service reports and analysing financial forecasts. We remove blockers, build genuine confidence and close with a clear brief on what is working and what to prioritise next.