Extend Copilot with custom prompts, agents, and plugins.
Organisations wanting to extend Microsoft Copilot with tailored automation and specialised AI assistants can benefit from a structured agent build experience. Copilot Studio Agent Build helps you design, develop and configure AI agents using Microsoft Copilot Studio, connecting agents to your data sources, systems and workflows so they execute useful tasks and improve operational efficiency. The process brings clarity to requirements and outputs that reflect real needs.
This service helps you capture use cases, define agent requirements, build and test Copilot Studio agents, and prepare them for deployment. We include governance and security guidance to help manage agent behaviour and compliance with your policies, as well as training materials and operational artefacts so your teams can maintain and update agents over time. After delivery you have documented agents ready for business use.
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Service Overview
Highlights
- Custom Copilot agents built in Microsoft Copilot Studio
- Integration with Microsoft 365, Dynamics, and third-party apps
- Secure design with governance and compliance frameworks
- Modular build process — from simple bots to enterprise-scale agents
- Accelerates AI adoption with role-specific, task-driven Copilot agents
Business Benefits
- Automate repetitive processes and free up employee time
- Deliver tailored, role-based Copilot agents aligned to business needs
- Integrate Copilot seamlessly with third-party applications and data sources
- Reduce operational costs through workflow automation
- Scale AI usage across multiple departments with governance built in
Typical use cases
- Automating internal support or request handling processes
- Providing guided access to internal systems or knowledge bases
- Reducing manual data entry across Microsoft 365 or Dynamics workflows
- Creating task-specific AI assistants for HR, Finance, IT, or Operations
- Extending Copilot capabilities where out-of-the-box features fall short
Objectives & deliverables
What Success Looks Like
- Identify and prioritise scenarios where Copilot agents add operational value
- Design Copilot Studio agents aligned to real workflows and roles
- Ensure agents operate within defined security and compliance boundaries
- Prepare agents for production use with testing and documentation
- Enable internal teams to manage and extend agents after delivery
What You Get
- Requirements and use case discovery workshop
- Design and development of Copilot Studio agents
- Governance model and approval workflows
- Security and compliance checklist for AI agents
- Integration with Microsoft 365, Dynamics, or third-party APIs
- Training packs for users and administrators
- Runbook for ongoing management and updates
How It Works
- Discovery & Design - identify use cases, gather requirements, create design blueprint
- Build & Configure - develop Copilot Studio agents with integrations and workflows
- Test & Validate - run pilots, validate performance, and check compliance
- Deploy & Adopt - roll out agents, deliver training and comms packs
- Operate - provide updates, governance, and roadmap alignment
Engagement Options
- Starter Build - 1-2 custom agents with governance baseline
- Scale Build - 3-6 agents, integration with Microsoft 365 and Dynamics
- Enterprise Build - multi-department rollout, advanced integrations, custom governance framework
- Operate - monthly agent updates, new use cases, roadmap alignment
Additional Information
Security & Compliance Notes
- Agents are developed with secure connectors, role-based access controls, and governance workflows. We ensure compliance with GDPR, ISO 27001, and your organisation’s security policies.
Common Bundles
Customers who use this service often bundle with these services
Copilot Studio Plugin Development
Custom Copilot Studio plugins connect Copilot to internal systems and APIs, enabling users to query data and trigger actions securely.
Agentic AI & Orchestrated Workflows
Design and deliver agentic AI workflows with multi-step orchestration, approvals, monitoring, and guardrails for controlled execution across business systems.
AI Safety, Governance & Risk
Implement practical AI safety and governance with policies, approvals, logging, data boundaries, and controls that reduce operational and compliance risk.
Copilot Prompt Library Build
Build role based Copilot prompt libraries that deliver consistent, relevant outputs across teams, scenarios and regulated business contexts.
API & System Integrations
Design and implement API integrations connecting business systems with secure authentication, retries, logging, and supportable middleware patterns operations.
AI Use Case Discovery & Value Assessment
Structured AI use case discovery to identify, score, and prioritise opportunities, producing a delivery-ready backlog with feasibility and value assessment.
Frequently Asked Questions
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