Copilot Studio · Grounded agents · Dataverse
An agent grounded in bad data answers confidently and wrongly.
Copilot Studio makes it trivial to ship an agent over your records. The engineering is deciding what it may read, what it may do, and what happens when it is asked something outside its remit.
Scope
What we deliver
Custom Conversational Copilots
Build task-oriented AI assistants for IT helpdesks, HR onboarding, customer support, and internal ERP knowledge retrieval.
Autonomous ReAct Agents
Deploy goal-driven autonomous agents capable of dynamic reasoning, multi-step tool execution, and self-correcting workflows.
Dataverse & ERP Grounding (RAG)
Connect Copilot Studio natively to Dataverse tables, Dynamics 365 entities, and Azure AI Search for accurate, hallucination-free answers.
Multi-Channel Deployment
Publish your copilot seamlessly across Microsoft Teams, Dynamics 365 Customer Service, Power Pages portals, web apps, and mobile.
Enterprise Governance & DLP
Enforce strict Microsoft Entra ID role-based security, Data Loss Prevention policies, and Azure Content Safety content filtering.
Azure OpenAI & Custom API Extensions
Extend Copilot Studio with custom REST APIs, Azure Logic Apps, Azure Bot Framework SDK extensions, and fine-tuned Azure OpenAI models.
Questions
Answered straight
Microsoft Copilot Studio is an enterprise low-code conversational AI platform that allows organizations to design, ground, and govern custom AI copilots and autonomous agents. Unlike consumer LLMs, Copilot Studio securely grounds responses in your organization's proprietary Dataverse records, SharePoint repositories, and ERP databases with strict Microsoft Entra ID role-based access control and Data Loss Prevention (DLP).
Yes. Using autonomous agent triggers and ReAct execution loops, Copilot Studio agents can call Power Automate cloud flows, execute Dataverse Web APIs, query SQL databases, create purchase requisitions, update CRM lead stages, and trigger Azure Logic Apps seamlessly.
We establish strict environment isolation, Microsoft Purview content moderation, Entra ID RBAC security boundaries, and custom safety instructions in system prompts to prevent hallucinations and unauthorized data egress.
A standard grounded Copilot Studio agent connected to SharePoint and Dataverse takes 2 to 4 weeks starting from $7,500. Advanced multi-turn autonomous ERP agents with custom API actions typically span 4 to 6 weeks.
Next
Tell us what you want an agent to be allowed to do.
Then what it must never do. If the second list is hard to write, that is where we start — because it is the one that matters.