# Copilot & Cowork

> Microsoft 365 Copilot is Microsoft’s AI assistant across Word, Excel, Outlook and Teams. Copilot Studio lets you build your own agents, and Cowork lets Copilot carry out longer, multi-step tasks for you.

Licences alone do not create value. We prepare your data and permissions, build Copilot Studio agents grounded in your business, and set up Cowork so AI can carry out multi-step work across your Microsoft 365 apps under your rules.

## What you get

- Copilot answers grounded in your own documents and records
- Agents that do the work, not just chat about it
- Oversharing risks found and fixed before rollout

## How we help

### Copilot readiness

SharePoint and permission hygiene, sensitivity labels and a rollout and adoption plan.

### Copilot Studio agents

Custom agents over Dataverse, SharePoint and line-of-business systems, with actions and connectors.

### Cowork enablement

Configure Cowork to run long-running, multi-step tasks across Outlook, Teams, Excel and more, with human review built in.

### Copilot in Dynamics 365

Turn on and tune Copilot features across Sales and Customer Service.

## Example use cases

- **HR & policy assistant**: Staff ask questions in Teams and get answers that cite the actual policy document.
- **Account briefings**: Cowork pulls CRM, email and meeting history into a briefing before every client call.

## Tools we use

Microsoft 365 Copilot, Copilot Studio, Copilot Cowork, Microsoft Purview, SharePoint, Microsoft Graph.

## Frequently asked questions

### What does a Copilot readiness assessment cover?

We review who can access what in SharePoint, OneDrive and Teams, find overshared content, check sensitivity labels and ownership, and produce a prioritised fix list and a pilot plan. Copilot can see whatever each user can see, so permissions come first.

### What is the difference between Microsoft 365 Copilot and Copilot Studio?

Microsoft 365 Copilot is the assistant built into Office apps and Teams. Copilot Studio is the tool for building your own agents with your own knowledge sources, actions and connectors, including agents that work over Dataverse and Dynamics 365.

### Can Copilot work with our Dynamics 365 or Dataverse data?

Yes. Copilot features are built into Dynamics 365 Sales and Customer Service, and Copilot Studio agents can query and act on Dataverse tables, always respecting each user’s security roles.

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Provider: KaizenAI, remote-first, working with clients worldwide. Contact: mrabdulbasit1999@gmail.com · +92 311 4095179 · +92 340 4949027 · https://kaizenai.systems/contact/
Page: https://kaizenai.systems/services/copilot-cowork/