Copilot in practice, and the groundwork beneath it.

Worked example · Accountancy

A UK accountancy firm with more than 1,500 live clients and a daily stack of scanned post to read, attribute and file.

How a UK accountancy firm built an AI agent that reads, understands and files the post

Incoming post read, split, matched against more than 1,500 live clients and filed by client code in about two minutes end to end, with people involved only when a letter needs judgement.

Worked example · Hospitality

A UK hospitality group whose central finance team consolidates monthly P&Ls from properties that each report in a different format.

How a UK hospitality group standardised property P&Ls with a Copilot Studio agent

Monthly P&Ls arrived from each property in a different layout. A Copilot Studio agent now reformats them into the group standard in seconds, grounded in the group's own Microsoft 365 tenant.

Worked example · Accountancy

A partner-led UK accountancy practice with client-facing tax, accounts and admin teams.

How a UK accountancy firm approaches Copilot adoption without overwhelming the team

A partner-led UK accountancy practice wants Copilot to support real client-facing work without asking the whole firm to change at once.

Worked example · Property and professional services

A UK property and professional services firm with client and matter work running across multiple offices.

How a property and professional services firm replaced a clunky CRM with a bespoke system inside Outlook

A property and professional services firm replaced a generic CRM and a sprawl of spreadsheets with a bespoke system built on SharePoint, Power Apps and an Outlook add-in.

Worked example · Dynamics 365 licence design

Any organisation running Dynamics 365 as its CRM, with a small group of power users and a wider team that only needs to see and update records.

Dynamics 365 visibility in Outlook without buying full licences for everyone

A portable licence-design pattern: full Dynamics 365 for a small number of power users and a lighter Outlook surface for everyone else, all working against the same governed dataset.

Worked example · National accountancy and audit firm

A national UK accountancy and audit firm rolling out Copilot training across dozens of offices.

Automating a Copilot Training Rollout with Power Automate

A single Power Automate engine carries a large multi-site Copilot training rollout in a tight window, with availability capture, allocation, calendar invites, feedback and certificates all handled in one place.

Worked example · Cross-sector

An organisation running internal training, events and roadshows for staff across multiple sites.

How a self-service training booking portal gave staff an Eventbrite-like experience inside Microsoft 365

A booking experience that felt like Eventbrite but lived entirely inside Microsoft 365, with no user accounts to manage and a two-way sync to Microsoft Teams calendar events.

Worked example · Accountancy and audit

A UK accountancy and audit practice producing Letters of Engagement and Letters of Representation across multiple partners.

Collapsing letter of engagement drafting from half an hour to a few minutes of form filling

Letters of Engagement and Letters of Representation generated, populated and filed automatically from CRM data, with wording and formatting partners can trust.