AI your teams trust and actually use.
Copilot in Dynamics 365 and agents built with Copilot Studio, grounded in your own data and set up with the governance to use them safely.
Sound familiar?
Your people already use public AI tools with company data, without any control.
An AI pilot looked good in the demo but never made it into daily work.
Nobody is sure which data an agent may see, or who answers for what it does.
Your data stays put. Your people get answers.
I connect Copilot to the data and knowledge you already have, without copying it somewhere else. Your teams use it where they already work, inside the security you already set.
Your knowledge and data
Dataverse records
Accounts, cases, work orders, assets
SharePoint and knowledge articles
Manuals, procedures, policies
Microsoft Fabric
Data beyond the CRM
What I implement
Governance and DLP policies
Copilot Studio & Copilot in Dynamics 365
Where people use it
Microsoft Teams
Dynamics 365 apps
Sales, Customer Service, Field Service
Your website
Chat for your customers
Dynamics 365 Contact Center
Voice and chat
Microsoft Entra ID · security roles · data in your own tenant · monitoring
What I deliver
Copilot where the work happens
Copilot features in Customer Service, Sales and Field Service, switched on and tuned for your processes.
Agents with a clear job
Copilot Studio agents for a well-defined task, connected to Dataverse and your knowledge sources.
Data ready for AI
Clean, well-described Dataverse data, and Microsoft Fabric when the analysis goes beyond CRM.
Governance from the start
Security roles, data policies and environment strategy so AI stays inside the lines.
Where I've done this
On my current Field Service project I integrated AI image recognition from Vintecc into the technicians' process, and I write about Copilot agents in Dynamics 365 on this blog.
More about meHow I work
01
Discover
Understand your processes, data and goals before a single line of code is written.
02
Design
Architect a solution that fits the platform: configuration first, code where it counts.
03
Build
Deliver in short iterations with automated tests and source-controlled solutions.
04
Deliver
Ship through CI/CD pipelines, document, and hand over a solution your team can own.
Go deeper
The technical guides behind this solution.