Microsoft Copilot Consulting
The Copilot Your Business Needs
Copilot is more than a convenience feature. It can change how your teams work and manage information. Our Copilot services ensure you get practical business value from your investment.
AI That Works Where You Work
Pull relevant data from Microsoft 365 apps in real time
Automate repetitive tasks and improve productivity
Ensure your data and metadata are structured and secure
Tighten access controls and reduce risk of data exposure
Tailored training to help your employees use Copilot confidently
Smarter Workflows Inside Microsoft 365
Microsoft Copilot is a generative AI-powered assistant built into Microsoft 365. It works inside familiar tools like Word, Excel, Outlook, and Teams to assist with daily tasks, such as:
- Draft content
- Analyze data
- Schedule meetings
- Summarize conversations
But getting started with Copilot doesn’t just mean turning it on. You need to make sure it works the right way for your environment.
As a Microsoft Copilot consultant and Microsoft Solutions Partner, Davenport Group provides focused services that prepare your business for real AI use.
Copilot Readiness Assessments: Check Before You Deploy
Before you enable Copilot, you need to know exactly what it’s going to see and what it might expose. Copilot works off what each user can access. That makes readiness a critical step.
We offer focused assessments to make sure you’re prepared:
- Access review: Confirm that only the right users can access sensitive or high-risk data.
- Metadata evaluation: Check that your content has the structure Copilot needs to return useful results.
- Compliance review: Flag items that should be hidden from Copilot due to legal, regulatory, or policy concerns.
- Data quality check: Identify gaps or inconsistencies that could reduce Copilot’s accuracy.
- Environment audit: Evaluate your Microsoft 365 setup to ensure Copilot features can function reliably.
Custom Copilot Development: AI Built Around Your Business
Out-of-the-box Copilot services cover the basics, but many businesses need more. We help you go further by building custom AI solutions that connect Copilot to your real workflows and data sources.
Here’s how we can help:
- Develop custom Copilots tied to your internal data and business logic.
- Connect SharePoint and OneDrive content for seamless integration with Microsoft 365 Copilot.
- Incorporate localized data sources not managed in Microsoft 365, making them available for Copilot use.
- Build real-time business automations using Power Automate and Power BI.
- Enable natural language task automation across Microsoft Teams, websites, or internal systems.
Workflow Automation: Turn AI Into Action
Copilot becomes much more useful when it’s part of your day-to-day business operations. We help you move beyond simple AI prompts by connecting Copilot services to automated workflows, internal systems, and structured data.
Davenport Group helps you turn Copilot into a tool for real business process automation:
- Automate tasks with SharePoint and OneDrive by connecting document libraries, metadata, and user permissions directly into workflows.
- Use localized data sources that aren’t part of Microsoft 365 but are still critical to your operations.
- Integrate with Power BI and Power Automate to drive real-time reporting, alerts, and approvals.
- Build custom workflows with natural language triggers, letting users describe tasks instead of clicking through multiple tools.
- Support Teams or website integration, enabling Copilot to respond to user requests or update internal systems automatically.
End-User Training: Real Value Through Smart Adoption
Copilot for Microsoft 365 works best when users understand how to interact with it. Training is the key to immediate outcomes.
We create custom training programs that helps teams get results quickly and confidently:
- Teach prompting techniques so users can ask Copilot the right questions for the best results.
- Train across Microsoft 365 apps like Outlook, Word, Excel, and Teams, with real use-case examples.
- Show practical use of Copilot features, from summarizing meetings to drafting proposals or checking resource availability.
- Support both individual contributors and team leads, ensuring Copilot fits into different roles and workflows.
- Customize learning based on complexity, from simple task assistance to advanced process support.
Start Smart. Scale Fast. We’ll Help.
Microsoft Copilot has real potential to improve and streamline how your business operates. But like any AI-powered tool, it needs structure, planning, and smart implementation to deliver results.
Our Microsoft Copilot consulting services deliver the experience, tools, and training to make Copilot part of your actual business processes, not just another feature in your apps. From readiness assessments to custom development and user adoption, we’re here to make sure Copilot fits your goals and your data.
Related Insights on Microsoft 365 Consulting
Microsoft Copilot Services: FAQ
AI consulting helps ensure your tools fit your processes, automate tasks correctly, reduce errors, and drive faster, more consistent results.
Start with targeted training. Teach prompt strategies, show real use cases, and give users hands-on practice in the tools they already use.
Focus on data access, compliance, user roles, and integration with your business applications. AI is only as good as the environment it runs in.
Copilot solutions help with real-time summaries, content creation, scheduling, data analysis, and automating everyday tasks, all using natural language.
Davenport Group’s Microsoft 365 Copilot consultants offer tailored sessions covering prompt writing, app usage (Word, Excel, Outlook), advanced use cases, and role-specific training.