Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 1 · Awareness
Strategic AI, data and analytics
Pragmatic Copilot implementation: high-return use cases in Sales, Field Service and Supply Chain
How to move past AI hype: choose use cases by return, test them with real users, and keep the ones that save measurable time.
The short answer
Pick two or three use cases where people lose hours each week to reading, summarising and drafting. Measure the time before, deploy to a small group, and keep only what the numbers support.
Stages
A use case from idea to decision
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1
List candidate use cases Collect the tasks where staff read, summarise, draft or search: case summaries, quote emails, stock queries.
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2
Score by return and risk Estimate hours saved per week against data sensitivity and the cost of a wrong answer.
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3
Prepare the data Fix the fields the feature reads. Copilot is only as good as the records behind it.
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4
Pilot with real users Run with a small team for four weeks and compare time against the baseline.
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5
Decide and scale Keep it, change it or stop it, on the measured result.
Decision points
Three questions that change the answer
Is a wrong answer costly?
YesKeep a person reviewing every output.
NoAllow lighter review with sampling.
Is the underlying data complete?
YesRun the pilot.
NoFix the data first.
Did the pilot save measurable time?
YesRoll out to the next team.
NoStop, and write down why.
Milestones
What done looks like, and when
- Week 1 Use cases scored.
- Week 2 to 3 Data preparation and licensing confirmed.
- Week 4 to 8 Pilot running with a baseline.
- Week 9 Keep, change or stop decision.
Principles we hold to
- Return is measured in hours, not demos.
- Data quality comes before the feature.
- People review what matters.
- Stopping a pilot is a result, not a failure.
Frequently asked questions
Which Copilot use cases pay back first in Dynamics 365?
Usually those that remove reading and drafting: summarising cases and opportunities, drafting follow-ups, and answering stock or order questions. We confirm with a baseline before rollout.
Do we need clean data to use Copilot?
Yes. It reads the records you have, so gaps and duplicates become wrong or unhelpful answers.
Take this to your own programme.
Tell us where you are. We will tell you plainly what this means for your estate and what we would do first.
Book a consultation
Next: Decision intelligence over static reporting: forecasting cash, inventory and churn →
How an engagement runs
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It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.