Frequently Asked Questions for Microsoft Copilot Studio Consulting Services

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.

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.