Agentic AI is transforming the workplace, driving productivity, innovation, and resilience around the world. But is your organisation seizing the agentic AI advantage?

At Professional Advantage, we help organisations transform their business processes with custom agents using Microsoft Copilot Studio – a low-code platform for building and customising AI agents for business use. Copilot Studio provides a comprehensive platform for deploying Copilot agents to help you:


  1. Increase productivity.
  2. Reduce operational costs.
  3. Improve business efficiency.
  4. Automate internal workflows.
  5. Improve customer experience.

Unlock the power of Copilot Studio
with our expert consulting and guidance

Our Copilot Studio consulting services combine strategy, design, and technical expertise
to help you confidently plan, deploy, and scale Copilot solutions that deliver measurable results.

Use Case Ideation

Our experts work with your business and IT teams to uncover the most valuable Copilot use cases—where AI can reduce manual effort, improve decision-making, and boost productivity. We translate your business goals into actionable Copilot scenarios designed for quick wins and long-term value.

Readiness Evaluation

Before you build, we make sure you are ready. Our readiness evaluation assesses your Microsoft 365 environment, security, data access, and compliance posture to ensure your organisation is well-prepared for safe and effective Copilot adoption.

Deployment Services

We will help you deploy and configure Copilot Studio the right way, the first time. From environment setup to integration with Microsoft 365 and external data sources, we handle the technical deployment, so your Copilots perform reliably and securely across your organisation.

Agent Development

We design and build Copilot Agents tailored to your organisation’s processes, data, and users. Whether it’s a Copilot for HR inquiries, IT support, project management, or sales insights, we ensure every agent delivers real business value.

Microsoft Copilot Studio Features and Functions

Build your own Copilot

Bring AI to life in your organisation with Copilots designed for your unique needs. From HR queries to IT support or customer engagement, Copilot Studio empowers you to create intelligent assistants that understand your business.

Connect to all your business systems

Copilot Studio seamlessly integrates with Microsoft 365, Dynamics 365, SharePoint, Power Platform, and hundreds of third-party apps. Your Copilot can pull live data, automate actions, and deliver instant answers, all while staying within your trusted Microsoft environment.

Conversations that feel natural

Built on Microsoft’s advanced large language models, Copilot Studio understands context and intent to deliver human-like, natural interactions. It goes beyond scripted chat. Interpreting questions, reasoning intelligently, and generating meaningful responses.

Design guided experiences with ease

Shape how your Copilot engages users with intuitive drag-and-drop conversation design tools. Create step-by-step guidance, automate workflows, or capture user input to help employees and customers access what they need more efficiently.

Enterprise-grade security and compliance

Rest easy knowing your Copilot runs on Microsoft’s secure, compliant cloud infrastructure. Data stays protected within your organisation’s boundaries, with centralised admin controls, role-based access, and built-in governance.

Insights that drive continuous improvement

Monitor performance and discover trends with built-in analytics and reporting. Copilot Studio gives you the visibility to optimise your Copilot’s accuracy and impact, so it keeps getting smarter over time.

A Structured Path to your Copilot Studio Transformation

At Professional Advantage, we do not just implement Copilot Studio. We make sure it works for you.
With over thirty years of experience, we use proven and structured methodologies to bring your Copilot vision to life.

Initial Consultation

Initial Consultation

We start by understanding your organisation’s goals, challenges, and readiness for Copilot Studio. In this session, our consultants work with you to identify potential use cases and opportunities where AI-powered copilots can deliver the greatest value.

Proposal and Planning

Proposal and Planning

Based on our initial findings, we will present a tailored proposal outlining the recommended approach, scope, and timeline. We will define project objectives, success metrics, and governance to ensure your Copilot Studio implementation aligns with your business strategy.

Implementation

Implementation

Our experts configure and deploy Copilot Studio according to your plan—setting up environments, building and testing agents, and integrating with Microsoft 365 and your existing data sources. We ensure a secure, scalable, and compliant rollout designed for business impact.

Ongoing Support

Ongoing Support

After go-live, we stay by your side. Our team provides continuous optimisation, monitoring, and training to help your Copilot agents evolve with your business. We ensure that you achieve lasting value and measurable outcomes from your Copilot Studio investment.

Partner with experts who know how to make
Copilot Studio work for you

9.3

years average client retention 

90+

consistently high Net Promoter Score 

35+

years of experience

If you are looking for a reliable and proven IT partner to help you successfully adopt Copilot Studio, look no further than Professional Advantage. 

Over the past 35+ years, we have helped thousands of brands digitally transform with Microsoft solutions and services. Our team’s extensive technical experience, practical problem-solving skills, and rapid adoption of new technologies have enabled us to incorporate generative AI into our existing IT consulting services. 

We pride ourselves on consistently achieving a net promoter score of 90+ and an average client retention of 9.3 years, which speaks volumes about our commitment to delivering high-quality, impactful IT consulting services. 

Our clients choose to work with us because we offer:

  1. Customised strategies.
    We understand that each organisation has unique requirements for adopting AI, so we develop tailored strategies that best suit your business needs.
  2. In-depth analysis.
    We conduct thorough assessments and analysis of your IT infrastructure, information management and data security to mitigate risks and prepare your environment for AI.
  3. Everything under one roof.
    We bring highly specialised knowledge and skills across Microsoft’s three clouds – Microsoft 365, Dynamics 365, and Azure – including licensing as a Microsoft Tier 1 CSP.
  4. Ongoing support.
    We provide ongoing end-user training and continuous support for your AI systems and more.

Our Microsoft Solutions Partner Designations  

Ready to transform your business with Copilot Studio?

Book a free 30-minute consultation. Complete the form below, or contact us on 1800 126 499 to speak to one of our experts today.

Top Copilot Studio FAQs

Below are some frequently asked questions about Copilot Studio, but the full list is available here.

What is Copilot Studio?

Copilot Studio is Microsoft’s low-code platform for building and customising AI agents for business use.  
 
Part of the Power Platform product family, it allows users to create conversational AI assistants that automate tasks, answer questions using company data, and connect to other systems.

No, it is not, but Microsoft offers a free 30-day trial and “lite” version.

You can sign up for the free Copilot Studio trial here.

Lite Experience is a basic version is available for free to build agents that are grounded only on web knowledge. This is a good option for simple scenarios and initial exploration.

Copilot Studio gives you flexibility with two powerful ways to build AI agents: a Lite experience built right into Microsoft 365 Copilot, and a Full experience through the standalone Copilot Studio application. Both let you create intelligent, customised agents, but they’re designed for different needs.

Lite Experience (formerly Agent Builder)
Perfect for quickly creating an agent for yourself or a small team, the Lite experience lets you use natural language and existing content (like SharePoint files or emails) to build a helpful bot in minutes. It’s simple, no-code, and fully integrated into the Microsoft 365 Copilot environment, so you can create and interact with your agent directly in context.

Full Experience
Choose the Full experience when you need an agent for a wider audience—your department, organisation, or even external customers. It offers advanced capabilities such as multi-step workflows, custom integrations, and full control over deployment, management, and governance. Accessible via a dedicated Copilot Studio web portal, this version provides the depth and flexibility to build scalable, enterprise-grade solutions.

Access and Licensing
Both experiences are included with the Microsoft 365 Copilot add-on license for authenticated users.

If you don’t have a Copilot license, you can still use Copilot Studio through Copilot Credits or a pay-as-you-go plan.

You can also try the Lite experience for free to build agents grounded on public web knowledge only.

The implementation time for Microsoft Copilot Studio depends on the complexity, scope, and readiness of your organisation. Below are estimated duration for guidance. Please contact Professional Advantage for actual estimates.

Project Type Description Estimated Duration
Pilot / Proof of Concept 1 or 2 simple copilots for internal use (e.g. HR or IT support FAQ). 1-3 weeks
Departmental Deployment Several copilots across a business unit, integrated with Microsoft 365 or Power Platform data sources. 4-8 weeks
Enterprise Rollout Organisation-wide deployment involving multiple business processes, governance setup, and integrations with line-of-business systems. 8-16 weeks

We typically recommend starting with a half-day discovery session to assess readiness and define your first use case. From there, we develop a phased rollout plan, so you can start realising value within weeks, not months.

Contact us today to get started: Call 1800 126 499, email [email protected], or book your appointment here.

You can integrate Copilot Studio with a wide range of Microsoft and third-party services to make your copilots smarter, more connected, and more useful. Here’s a breakdown:

Microsoft Ecosystem Integrations

  • Microsoft 365 Apps 
    Connect with Outlook, Teams, Word, Excel, and SharePoint to automate everyday tasks or surface business insights.
  • Power Platform 
    Use Power Automate to trigger workflows, Power Apps for app integrations, and Dataverse for secure data storage.
  • Microsoft Graph 
  • Access data from across your organisation like users, calendars, emails, and documents.
  • Azure Services 
  • Extend capabilities with Azure OpenAI, Azure Cognitive Services, and custom APIs for advanced reasoning or data processing.

External and Third-Party Integrations

  • CRM and ERP Systems 
    Integrate with Dynamics 365, Salesforce, or SAP for customer and financial data.
  • Knowledge Bases and APIs 
    Pull information from databases, websites, or custom-built APIs.
  • Collaboration Tools 
    Connect to Slack, ServiceNow, or Jira to streamline support and ticketing.
  • Data Sources 
    Connect to SQL databases, web services, and cloud storage for real-time insights.

Custom Connectors
Copilot Studio supports custom connectors, allowing you to build integrations with any RESTful API, enabling completely tailored experiences.

Microsoft Copilot is your AI assistant built into Microsoft 365 apps like Word, Excel, Outlook, and Teams. It helps users write, summarise, analyse data, and automate routine tasks using natural language right where they work every day.

Copilot Studio, on the other hand, is the platform for building and customising your own copilots. It lets organisations:

  • Create custom AI assistants tailored to specific business processes.
  • Connect copilots to internal data sources, systems, or APIs.
  • Control governance, permissions, and branding of Copilot experiences.
  • Manage and monitor Copilot performance and analytics across the organisation.

Learn more about Copilot Studio in our eBook, “Intelligent Automation: Next-Gen Business Processes Powered by Agents”. Download your copy here.

These resources might interest you

Unlock the power of AI-driven productivity with Microsoft 365 Copilot

Download eBook

Modernise at Scale with Microsoft Power Platform and AI

Download eBook

Automate Smarter: Reimagine Business Processes with Agents

Download eBook

Scale Innovation with Power Platform and AI

Download eBook

Still looking for more information?

Blogs

Read our latest blogs about Artificial Intelligence.

Read blogs
Events

Join us live or access on-demand webinars.

Visit page
Videos

Watch videos on our YouTube channel.

Visit YouTube