Technologies
Microsoft 365 Copilot Consulting
Increase your productivity with consulting and support services for Microsoft 365 Copilot.
Flexible Copilot Consulting and Support
Microsoft 365 Copilot is a powerful addition to the M365 suite of productivity tools and applications. From readiness to proof-of-concepts, deployment, integration, and custom development, maximize your licensing investment with help from our senior team.
Are you an existing IncWorx client? Microsoft 365 Copilot consulting and support services are also covered under our all-inclusive managed support services program!
Our consulting and support services for Microsoft 365 Copilot and related technologies include:
- Technical Readiness Assessments
- Data Management and Troubleshooting
- Copilot Deployment Preparation
- Department Specific POCs
- SharePoint Agent POCs
- Custom SharePoint Agent Development
Getting Started with Microsoft 365 Copilot
Step 1
Schedule a Free Discovery Call
We’ll discuss your Microsoft 365 Copilot goals, address your current technical readiness, and suggest the first steps to a smooth and secure deployment.
Step 2
Connect with a Senior Consultant
You’ll work directly with a full-time senior consultant that will get to know you, your team, and your technologies to provide raving fans-level service.
Step 3
Create an Actionable Plan
After identifying your needs, risks, and goals, we’ll create a roadmap and assist in preparing your team, users, and data to ensure a smooth transition.
Step 4
Maximize Your Copilot ROI
We’re here to help beyond deployment. Work with your senior consultant to integrate your Microsoft technologies and create custom SharePoint agents.
Services for Every Step of Your Copilot Journey
No matter where you are in your Microsoft 365 Copilot deployment, we have the perfect service to maximize your ROI and set you up for success. These are just some of the ways IncWorx will assist you on your M365 Copilot journey.
Let’s get to work.
Getting Your Data AI Ready
Let’s assess your current data landscape, identify potential security risks, and reconfigure your identity, device, and data policies for optimal compliance. Then, we’ll work on a deployment plan focused on user adoption and data security.
Developing Department Specific POCs
Increase ROI and user adoption by focusing on department stakeholders during your Copilot deployment. We’ll consult with specific departments about their needs and concerns, present proof-of-concepts to streamline their daily tasks, and guide their adoption.
Rolling Out Your Copilot Securely
Copilot isn’t something to “switch on” overnight. Our senior consultants will gradually rollout your Copilot deployment and integration with a “stoplight” philosophy, focusing on key stakeholders and security.
Extending Your Copilot with SharePoint Agents
Expand Copilot’s “out-of-the-box” features with custom developed integrations. We’ll introduce your team to the power of SharePoint Agents through custom development and knowledge transfer.
Continue Your Copilot Supporting
Expand Copilot’s “out-of-the-box” features with custom developed integrations. We’ll introduce your team to the power of SharePoint Agents through custom development and knowledge transfer.
It’s Time to Focus on Technical Readiness
Whether it’s deployed in your organization or not, your employees are using AI to aid their productivity. Now, more than ever, organizations should develop their technical readiness, have conversations with their team about the benefits and risks of AI-powered tools, and create an actionable roadmap.
What is Microsoft 365 Copilot?
Microsoft 365 Copilot is an AI-powered productivity tool designed to integrate with the M365 suite. It utilizes Microsoft Graph, Microsoft 365 Apps, and large language models to assist in daily tasks and streamline processes.
Available to organizations with an existing M365 tenant, Microsoft 365 Copilot can be purchased for an additional licensing fee of $30 USD user/month (as of January 2025).
Taking Control of Your Data Management
As part of your Microsoft 365 tenant, Microsoft 365 Copilot integrates a user’s available organizational data through Microsoft Graph and M365 Apps. This data is available to users following the already established data privacy and compliance policies.
Without proper technical readiness, Microsoft 365 Copilot may utilize data available to users that is inaccurate, outdated, or private. This can not only decrease productivity and adoption of the tool, but also pose “data dilemmas” to those with unqualified access to private or classified information.
To prevent this, our senior consultants work with your team to enhance data security, privacy, and compliance through a variety of processes and Microsoft tools. Most clients find success with Purview, Compliance Manager, and Intune audits to improve their overall data landscape.
Grow Your Microsoft 365 Copilot ROI
Take control of your Microsoft 365 Copilot deployment with key aspects of your ROI before, during, and post implementation. In this article, we discuss the importance of securing your data, developing custom proof-of-concepts at the department level, and extending your licenses to maximize your benefits. Click the post (right) to see all five tips!
Looking for additional guidance? Get in touch today.
5 Key Aspects of Maximizing Your Microsoft 365 Copilot ROI
Microsoft 365 Copilot is an AI-powered productivity tool embedded across the Microsoft 365 suite, designed to enhance how users work with apps like Word, Excel, Outlook, and Teams. Powered by GPT-5 and integrated with Microsoft Graph, Copilot enables users to automate...
Microsoft 365 Copilot Feature Spotlight
Copilot in teams
In-depth summaries for recorded meetings are just the start for Microsoft 365 Copilot in Microsoft Teams. Check out some helpful features like AI summary meeting notes, action items, speaker tracking, and more.
Copilot in Excel
Microsoft 365 Copilot offers Copilot in Excel, a great productivity tool for drafting formulas, visuals, and summaries using common language and context. This is a great tool for departments that rely on Excel for daily business practices.
SharePoint Agents
Looking to increase your productivity further? Microsoft 365 Copilot SharePoint Agents are designed to fit your SharePoint sites, integrate your organizational data, and go beyond a simple search feature.