AI & Copilot

AI and Copilot: from licence to measurable adoption

Copilot for Microsoft 365 is only as effective as the data foundation underneath it. Veratas combines data governance expertise, Purview, Fabric, Dataverse, with structured Copilot deployment programmes to deliver measurable business value, not just activated licences. We also build custom AI agents with Copilot Studio, automate processes with AI Builder, and deliver Azure OpenAI solutions grounded in enterprise data.

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What we deliver

Microsoft AI and Copilot services

Copilot for M365, Copilot Studio agents, Copilot in Dynamics 365, AI Builder, Azure OpenAI, and Fabric Data Science, the full Microsoft AI stack with the data governance foundation to make it work.

01.

Copilot for Microsoft 365: readiness & deployment

Structured deployment that delivers measurable adoption

  • Copilot readiness assessment: data hygiene, permissions audit, and oversharing remediation via Purview
  • Microsoft 365 Copilot licence procurement as CSP partner and phased rollout planning
  • Use-case discovery workshops: finance, HR, sales, operations, and project delivery
  • Prompt engineering training: department-specific prompt libraries and best practices
  • Champion network design, adoption programme, and change management planning
  • ROI tracking: usage analytics dashboards and productivity measurement framework
  • Ongoing optimisation: quarterly adoption review and new feature enablement

02.

Copilot Studio: custom AI agents

Enterprise agents grounded in your business data

  • Agent design: topic architecture, entity extraction, and multi-turn conversation flow
  • Power Automate orchestration: triggering backend actions from agent conversations
  • Enterprise data grounding: Dataverse, SharePoint, Azure AI Search, and custom connectors
  • Multi-channel deployment: Microsoft Teams, web embed, and Dynamics 365 embedded
  • Human handoff: escalation to live agents via Dynamics 365 Customer Service
  • Agent analytics: conversation KPIs, escalation rates, and topic performance reporting
  • Governance: responsible AI controls, content filtering, and usage monitoring

03.

Copilot in Dynamics 365 & Power Platform

Embedded AI across ERP, CRM, and low-code workloads

  • Copilot in D365 Sales: email drafting, meeting preparation, and opportunity summarisation
  • Copilot in D365 Customer Service: case summarisation and AI-suggested responses
  • Copilot in D365 Finance: invoice automation, account reconciliation, and collections
  • Copilot in Business Central: bank reconciliation, inventory forecasting, and marketing text
  • Copilot in Power Apps and Power Automate: low-code AI-assisted development
  • Licence advisory: Copilot add-on eligibility, per-seat pricing, and ROI modelling

04.

Power Platform & AI Builder

Intelligent automation combining low-code and AI

  • AI Builder document processing: invoice extraction, form recognition, and contract analysis
  • AI Builder prediction models: churn prediction, lead scoring, and demand forecasting
  • Power Automate flows augmented with AI-driven classification and decision steps
  • AI-powered Power Apps: embedded AI Builder models in canvas and model-driven apps
  • Prompt Builder: custom prompts in Power Platform for text generation workflows
  • Governance: AI Builder capacity management, usage monitoring, and compliance controls

05.

Azure OpenAI & RAG solutions

Custom AI grounded in enterprise data

  • Azure OpenAI Service deployment: model selection, fine-tuning advisory, and endpoint security
  • RAG architecture using Azure AI Search and Fabric Lakehouse for grounded responses
  • Custom chat interfaces: internal knowledge base assistants on SharePoint and Dataverse
  • Semantic chunking, embedding strategies, and vector index optimisation
  • Content filtering, system message design, and responsible AI guardrails
  • AI usage monitoring: audit trails, token consumption, and cost governance dashboards

06.

Microsoft Fabric data science & predictive analytics

ML pipelines and models on Fabric

  • Fabric Data Science notebooks: model development, experiment tracking, and MLflow integration
  • Automated ML and model deployment via Fabric ML endpoints
  • Demand forecasting, churn prediction, and anomaly detection on Dynamics 365 data
  • Real-time scoring: model inference embedded in Power BI dashboards
  • Data science governance: model registry, version control, and responsible AI documentation
  • Integration with Azure Machine Learning for advanced workloads requiring dedicated compute
Fixed-fee pilot

Microsoft Copilot, piloted right, from $6,500

A fixed-scope readiness check and one-team pilot, so you prove Copilot before you scale it. You see exactly what the price covers, and a fair quote for anything more.

Fixed fee from $6,500   |   Pilot in 3 to 4 weeks   |   Price shown up front

Get your fixed quote
What $6,500 covers

A Copilot pilot that proves value

Everything one team needs to trial Copilot and measure the result.

  • Copilot readiness check: data access and governance review
  • Licensing guidance and rollout plan
  • Microsoft 365 Copilot pilot for one team, up to 10 users
  • Prompt and use-case enablement for the team
  • Adoption guide and a training session
  • Results readout with recommendations

Microsoft Copilot licences are billed per user per month through Microsoft CSP. The $6,500 covers the pilot services.

No surprises

What is in the price, and what we quote separately

Anything beyond the standard package is optional, and always quoted before you commit.

In your priceBeyond the package, quoted at a fair rate
Readiness check and one-team pilotOrganisation-wide Copilot rollout
Up to 10 pilot usersData governance remediation (Microsoft Purview)
Adoption and trainingCustom Copilot agents (Copilot Studio)
Results readoutAzure OpenAI custom applications
Standard licensing guidanceLine-of-business integrations

You pay $6,500 for the pilot. Everything else is optional, scoped and quoted transparently at a reasonable rate, and always shown before you decide.

Why Veratas for AI

What makes our Microsoft AI delivery different

Veratas brings Microsoft AI deployment depth across the complete Copilot family, not just Copilot for M365, but Copilot for Dynamics, Copilot Studio custom agents, and Azure OpenAI for bespoke applications.

Purview-first Copilot readiness

Most failed Copilot rollouts trace to data oversharing, not the AI. Veratas runs a structured Microsoft Purview readiness assessment before activating Copilot, identifying overshared SharePoint sites, OneDrive permissions issues, sensitivity label gaps, and DLP policy holes. Copilot only sees what your users can already see, make sure that’s correct first.

Beyond Copilot for M365: full AI stack

Microsoft 365 Copilot. Copilot for Sales, Customer Service, Field Service, Finance. Copilot Studio for custom agents. Azure OpenAI grounded in enterprise data. GitHub Copilot for development teams. We deploy the right Copilot mix for your business, not just the one Microsoft is featuring this quarter.

Measurable adoption and ROI

Microsoft 365 Copilot usage analytics. Time-saved measurements per user role. Adoption telemetry via Viva Insights. Quarterly business reviews showing ROI vs licence cost. We measure Copilot adoption like any other technology rollout, with data, not anecdotes.

Custom agents with Copilot Studio

Beyond standard Copilot, Copilot Studio custom agents for industry-specific workflows. HR policy assistants. Customer support automation. Sales prospecting agents. Built on your data with Microsoft Entra ID security and tenant-grounded retrieval.

Microsoft AI products

The Microsoft Copilot product family at a glance

Microsoft AI now spans general-purpose Copilots, role-specific Copilots, custom agents in Copilot Studio, raw Azure OpenAI for developers, and GitHub Copilot for software teams. Prices shown are US public list and may vary by agreement and region.

Product
Audience
What it does
Pricing
Microsoft 365 Copilot
All M365 users
AI assistant in Word, Excel, PowerPoint, Outlook, Teams. Summarisation, drafting, analysis grounded in your M365 content.
$30 / user / mo · annual
Copilot for Sales
Sales teams using D365 Sales or Salesforce
AI in Outlook and Teams for CRM updates, opportunity coaching, email drafting grounded in CRM data.
$50 / user / mo (incl M365 Copilot)
Copilot for Service
Service teams using D365 Customer Service or ServiceNow
AI for case summarisation, knowledge article generation, agent assist grounded in service data.
$50 / user / mo (incl M365 Copilot)
Copilot for Finance
Finance teams using D365 F&O or SAP
AI for account reconciliation, variance analysis, collections grounded in financial data.
$30 / user / mo (additive)
Copilot Studio
Citizen developers, professional developers
Build custom Copilot agents with low-code authoring, advanced AI, knowledge connectors. Standalone or extending M365 Copilot.
$200 / tenant / mo (Pro) + message packs
Azure OpenAI Service
Developers, data scientists
GPT-4, GPT-3.5, embedding models, DALL-E hosted in Azure with enterprise security and data residency.
Per-token consumption + provisioned throughput
GitHub Copilot
Developers
AI pair programmer in IDE. Suggests code, tests, refactors grounded in your repo. Multiple model options including Claude.
$19 / user / mo (Business) · $39 / mo (Enterprise)
Copilot rollout

A structured Copilot for Microsoft 365 rollout

Most Copilot rollouts fail not because of the technology but because of poor preparation and weak measurement. Veratas runs structured rollouts measured against documented adoption KPIs.

01

Purview readiness

Audit SharePoint and OneDrive sharing permissions. Identify overshared sites and folders. Sensitivity label deployment (Public, Internal, Confidential, Restricted). DLP policy review. Microsoft Purview Insider Risk Management baseline. Output: Copilot data readiness report with remediation backlog.

02

Pilot group selection

Select 50-200 users across functions (Sales, Marketing, Finance, HR, Engineering). Pre-pilot baseline survey. Initial training on Copilot prompt techniques. Microsoft Copilot Dashboard configuration. Output: pilot cohort enabled with measurement framework.

03

Pilot run (4-8 wks)

Active use phase with weekly office hours, prompt library curation, and use case capture. Microsoft 365 Copilot usage analytics. Weekly check-ins with managers. Output: pilot results report quantifying time saved, sentiment, and use case breadth.

04

Expansion (8-16 wks)

Phased rollout to wider organisation in cohorts. Champion network establishment. Manager enablement sessions. Microsoft Copilot Dashboard scaling. Continuing prompt library expansion and use case sharing.

05

Optimisation (ongoing)

Monthly adoption reviews. Microsoft Viva Insights integration for productivity measurement. Custom Copilot Studio agents for specific use cases identified during rollout. Quarterly business reviews tied to leadership KPIs and licence value justification.

Use cases

Microsoft Copilot use cases by role

The highest-return Copilot rollouts identify role-specific use cases first, then build organisation-wide adoption. Below are the use cases we see most frequently with measurable productivity uplift.

Sales

Email drafting and follow-up. CRM update suggestions from meeting notes. Account research summarisation. Pipeline review preparation. Microsoft Copilot for Sales connects to D365 Sales or Salesforce.

Customer service

Case summarisation. Knowledge article drafting. Agent assist in Customer Service Workspace. Sentiment analysis of customer conversations. Microsoft Copilot for Service connects to D365 Customer Service or ServiceNow.

Finance

Variance analysis and forecast commentary. Account reconciliation in D365 F&O. Excel formula generation. Audit-trail review. Microsoft Copilot for Finance connects to D365 F&O, SAP, or NetSuite.

Marketing

Content drafting (email, landing pages, social). Campaign brief generation. Customer journey analysis from Customer Insights data. Image generation with DALL-E in Microsoft Designer.

HR

Job description drafting. Policy lookups via custom Copilot Studio agent grounded in HR knowledge base. Onboarding checklists. Performance review summarisation.

Engineering & IT

GitHub Copilot for code generation, tests, refactoring. Microsoft Copilot for Security (Defender XDR analyst assist). Microsoft Copilot in Azure (resource explanation, troubleshooting). Microsoft Copilot in Fabric (data engineering, ML).

FAQ

Microsoft Copilot and AI questions answered

Readiness, pricing, security, ROI, and adoption questions clients ask before and during Copilot rollouts.

Microsoft 365 Copilot is an AI assistant integrated into Word, Excel, PowerPoint, Outlook, and Teams. It can draft documents from prompts, summarise long emails or meeting transcripts, analyse Excel data, generate PowerPoint slides from a Word document, and answer questions across your Microsoft 365 content. It uses GPT-4 grounded in your tenant's data via Microsoft Graph.
A Copilot readiness check and one-team pilot starts from $6,500. Microsoft 365 Copilot lists at $30 per user per month, annual commitment, on top of an underlying Microsoft 365 licence (Business Standard/Premium or E3/E5). No minimum seat count for Enterprise customers as of 2024. Role-specific Copilots (Sales, Service, Finance) bundle differently and may include the base Copilot for M365 licence.
The two prerequisites: (1) data readiness, Microsoft Purview sensitivity labels deployed, SharePoint/OneDrive over-sharing audited and remediated, DLP policies in place; (2) user readiness, Microsoft 365 adoption baseline strong, Teams and OneDrive in active use, governance baseline (Conditional Access, Intune, Defender for Office 365) operational. Veratas runs a readiness assessment that scores both dimensions.
Copilot for M365 is the general-purpose AI assistant in Office apps. Copilot Studio is a low-code tool for building custom AI agents, for example, an HR policy assistant that answers employee questions from your HR knowledge base, or a customer-support agent grounded in your product documentation. Copilot Studio agents can extend Copilot for M365 (appear as plugins) or stand alone as bots in Teams or websites.
Microsoft does not use your tenant's content to train foundation models. Customer prompts and responses are kept within your tenant's Microsoft 365 service boundary, governed by your existing M365 data protection terms (Customer Data Protection Addendum, EU Data Boundary where applicable). Microsoft Purview can audit and DLP-restrict Copilot interactions. All standard M365 security applies (Conditional Access, Compliance Manager).
Microsoft research and our own client measurements show 1.5-3 hours per week saved per active Copilot user across knowledge worker roles. At a $50/hour fully-loaded cost, that's $300-600/month value vs $30/month licence, roughly 10:1 ROI for actively-using users. Caveat: 'actively using' means weekly use of meaningful Copilot features, not just occasional summarisation. Adoption focus determines ROI.
Copilot for M365: integrated AI in your existing M365 apps, grounded in your M365 content. Azure OpenAI: developer access to GPT-4, GPT-3.5, embeddings, DALL-E hosted in your Azure tenant, for building custom applications. ChatGPT Enterprise: standalone OpenAI consumer-style interface with enterprise security/data terms. Most enterprises use Copilot for M365 for productivity and Azure OpenAI for custom apps; ChatGPT Enterprise is rare in Microsoft-aligned shops.
Microsoft Copilot Dashboard (Viva Insights) shows usage by app, by role, by department. Microsoft 365 Admin Center has Copilot usage reports. We layer on custom analytics, pre/post baseline surveys, time-saved questionnaires, qualitative use case capture. Reported as monthly health reports and quarterly business reviews.
Yes. Copilot Studio supports custom agents with knowledge connectors (SharePoint, OneDrive, public web, custom APIs, Microsoft Dataverse), authentication via Microsoft Entra ID, branded conversation experiences, and deployment to Teams, websites, mobile apps. Common use cases: HR policy assistants, customer support bots, product/sales assistants, IT helpdesk first-line.
Top three failure modes: (1) Data oversharing, Copilot surfaces content users had access to but shouldn't have. Mitigation: Microsoft Purview readiness before activation. (2) Weak adoption, licences purchased but unused. Mitigation: structured pilot, champions, KPI tracking. (3) Wrong use cases, using Copilot for tasks it's not good at. Mitigation: role-specific use case catalogue, prompt library, training.
A readiness check (data access and governance review), licensing guidance, a Microsoft 365 Copilot pilot for one team of up to 10 users, prompt and use-case enablement, an adoption guide and training, and a results readout. Typically 3 to 4 weeks.
Organisation-wide rollout, data governance remediation with Microsoft Purview, custom Copilot agents in Copilot Studio, Azure OpenAI applications, and line-of-business integrations are scoped and quoted separately.
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Copilot for M365, Copilot Studio, AI Builder, Azure OpenAI, and Fabric Data Science, AI delivered by Veratas.

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