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Copilot Studio

Copilot Studio is where you build custom copilots and agents for your own processes - powered by your data, your knowledge and your business rules. It sits between low-code and full pro-code AI.

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What it is

Microsoft's authoring environment for custom copilots and agents. It combines topics, generative answers, actions and connectors so business teams and IT can build assistants grounded in their own systems.

What's typically inside

  • Custom copilots for internal use cases
  • Agents over Dataverse, SharePoint and external APIs
  • Authoring with topics, generative answers and actions
  • Integration with Microsoft 365, Dynamics and Teams
  • Governance, security and analytics
  • Lifecycle from prototype to production

Where it shows up

Common use cases

  • Replacing a clunky internal chatbot
  • Giving frontline staff a smarter help interface
  • Automating answers to repetitive HR or IT queries
  • Embedding domain-specific copilots into Teams

Working with a partner

The role of a managed support partner

A Copilot Studio partner brings both prompt and agent design experience and the engineering to wire it into the systems that actually hold the answer.

Diligence

Questions to ask any partner

  • Q.How do you decide when Copilot Studio is the right tool vs Azure OpenAI?
  • Q.How will the agent stay grounded as content changes?
  • Q.Who owns the agent after launch, and how is it improved?
  • Q.How do you handle security and access for sensitive data?

Watch out for

Common pitfalls

  • Prototypes that demo well but don't survive contact with users
  • No grounding strategy, so answers drift over time
  • Bypassing security controls in the name of usefulness
  • No clear owner for the agent after launch

Often adopted to address

Business needs this fits

Making sense of AI in your business Scaling your IT as you grow

Related solutions

Often deployed alongside

Copilot for Microsoft 365

Copilot for Microsoft 365 puts an AI assistant inside Word, Outlook, Teams, Excel and the Microsoft Graph. It's only as useful as the data, permissions and habits sitting underneath it.

Explore M365 Copilot

Dynamics 365 & business applications

Dynamics 365, Business Central and the Power Platform sit at the intersection of technology and business process. Sales, service, finance, operations - implemented well, they're transformative; implemented badly, they're an expensive CRM.

Explore Dynamics 365

Azure infrastructure & cloud

Azure is rarely the destination on its own - it's the platform on which the next decade of business applications, data and resilience get built. Done well, it lowers cost and risk. Done badly, it does the opposite.

Explore Azure

Sector context

Copilot Studio by industry

How Copilot Studio typically gets used in the sectors we work in most. Useful if you want context that matches your business.

Copilot Studio for Manufacturing

Plant-floor uptime, OT/IT segmentation and ERP resilience.

See IT support for Manufacturing

Copilot Studio for Retail

EPOS resilience, PCI scope and seasonal joiner-leaver volume.

See IT support for Retail

Copilot Studio for Construction

Site connectivity, CDE document control and Cyber Essentials.

See IT support for Construction

Copilot Studio for Accountancy

Busy-season resilience, BEC protection and practice software.

See IT support for Accountancy

Copilot Studio for Legal

Matter-centric SharePoint, SRA evidence and email impersonation.

See IT support for Legal

Ready when you are

Find a Copilot Studio specialist.

Tell us a bit about what you're trying to achieve and we'll come back the same day with an introduction to a specialist from our network.

Get matched
All Microsoft solutions
Microsoft 365AzureMicrosoft SecurityDynamics 365Copilot & AIM365 CopilotEndpoints

FAQs

Common questions, answered.

Still unsure about something? Drop us a note and we'll get back to you the same day.

Talk to us about your IT needs

Most of our network is Microsoft-led, but the best Copilot Studio partners are also pragmatic about adjacent tools where it makes sense. We'll match you to a partner who fits your stack, not just the licence.

Related insights

Insights on Copilot Studio and related IT support topics.

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