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01AI, Copilots & Intelligent Agents

Practical value, not experimentation.

AI that works inside your processes, within roles and approvals, so people stay accountable.

Discuss your prioritiesWalk through the approval gate

The value chain

  1. Business process
  2. Trusted data
  3. AI & agents
  4. Roles & controls
  5. Business outcomes

AI sits in the middle of the chain, never at the end of it.

02What AI does

Inside the work, not beside it.

  1. Automate

    Routine work handled within your rules.

  2. Augment

    People get answers and drafts, with sources.

  3. Accelerate

    Connected actions across Dynamics 365, Power Platform and Azure.

03In practice

AI with control, in practice

Choose a request and follow it along the chain. The draft stops at the gate until you decide.

Choose a request

RequestFind insight faster

Illustrative example

  1. Business process

    Where the request starts.

      Request

      Which projects are behind their baseline this month?

    • Trusted data

      The records the AI is allowed to use.

        Trusted data
        • Portfolio data
        • Role: PMO

      • AI & agents

        Drafts and proposes; never decides alone.

          Draft

          A summary of projects behind baseline, with a link to each project, is ready for the steering meeting.

        • Roles & controls

          A person with the right role approves.

            Awaiting approval

            Two buttons wait here: Approve, or Send back for one revision.

          • Business outcomes

            Done, recorded and accountable.

            Shared with the steering committee. Logged to the audit trail.

            Approved · logged to the audit trail
          Find insight fasterAutomate routine workTrigger connected actions
          Request

          Which projects are behind their baseline this month?

          Trusted data
          • Portfolio data
          • Role: PMO
          Draft

          A summary of projects behind baseline, with a link to each project, is ready for the steering meeting.

          Revised draft

          A shorter summary, grouped by project manager, with a link to each project.

          Awaiting approval

          Shared with the steering committee. Logged to the audit trail.

          Approved · logged to the audit trail

          Shared with the steering committee. Logged to the audit trail.

          Approved · logged to the audit trail
          Request

          Prepare this month’s timesheet reminders.

          Trusted data
          • Timesheet status
          • Leave calendar
          Draft

          Reminders drafted for team members with missing entries. People on leave are excluded.

          Revised draft

          Reminders drafted, plus a summary for each manager.

          Awaiting approval

          Reminders sent. Activity recorded.

          Approved · logged to the audit trail

          Reminders sent. Activity recorded.

          Approved · logged to the audit trail
          Request

          A customer reports a damaged delivery.

          Trusted data
          • Order record
          • Warehouse stock
          Draft

          Proposed actions: create a return, reserve replacement stock, notify the customer.

          Revised draft

          Proposed actions: create a return and notify the customer; replacement to follow once stock is confirmed.

          Awaiting approval

          Return created, stock reserved and customer notified, in the systems you already run.

          Approved · logged to the audit trail

          Return created and customer notified, in the systems you already run.

          Approved · logged to the audit trail

          StatusReady when you are.

          One revision per request. Only Approve remains.

          AI acts within roles and approvals; people stay accountable.

          When a caller wants a person

          Illustrative sequence based on DONOR 360 behaviours.

          A virtual agent answers the call, says what it is and steps aside the moment a person is asked for.

          DONOR 360 highlights
          1. Call

            A call arrives.

          2. AI voice agent

            “Hello, you’re speaking with a virtual assistant. I can help in Arabic or English.”

          3. Caller

            “I need a copy of my donation receipt.”

          4. Caller

            “Can I speak to a person, please?”

          5. AI voice agent

            “Of course. Connecting you to a member of the team now.”

          6. Outcome

            Handover complete. The call stays on the record.

          04Impact

          Real business impact

          1. Find insight faster

            Answers from your data, with the sources shown.

            Run it through the gate

          2. Automate routine work

            Repetitive steps handled within your rules.

            Run it through the gate

          3. Support better decisions

            Drafts, summaries and options for the people who decide.

            See it in DONOR 360

          4. Trigger connected actions

            One approved step updates the systems involved.

            Run it through the gate

          05AI with control

          AI with control

          The principle

          AI acts within roles and approvals; people stay accountable.

          Demonstrated in DONOR 360

          Three behaviours you can see in the product, on real screens with sample data.

          1. AI drafts, people approve.

          2. The AI voice agent discloses it is virtual and hands over to a person on request.

          3. Ask AI answers from live data with references.

          01 Omnichannel inbox

          DONOR 360DONOR 360 / Omnichannel inboxSample data
          DONOR 360 omnichannel inbox: a donor conversation with a reply prepared for a person to approve, sample data

          02 Voice call

          DONOR 360 voice call on a phone: the AI voice agent introduces itself and a member of staff can be asked for at any time, sample data
          Sample data

          03 Executive dashboard

          DONOR 360DONOR 360 / Executive dashboardSample data
          DONOR 360 executive dashboard with Ask AI in the top bar, sample data

          Screens show sample data under a demonstration brand.

          See DONOR 360 highlights

          06AI stack

          The Microsoft AI stack

          Copilots and agents built on the Microsoft platforms your organisation already runs.

          AI, Copilots & Agents service

          Technology

          1. Copilot Studio
          2. Dynamics 365
          3. Power Platform
          4. Microsoft Foundry (Azure AI Foundry)
          5. Microsoft Fabric
          6. Azure

          Where else it appears

          Microsoft Solutions Partner

          Aligned across business applications, data, cloud and AI.

          • Data & AI (Azure)
          • Business Applications
          • Digital & App Innovation (Azure)
          • AI Business Solutions
          • Cloud & AI Platforms

          Designated Solutions partner. Reseller. Developer.

          Microsoft Marketplace publisher: SyncroStocks, rated 5.0

          07The assistant

          About this site’s assistant

          The assistant on this site follows the same rules: it answers from what is published here, shows its source and hands over to a person.

          What it knows
          The content published on this website, in English and Arabic.
          How it answers
          From prepared answers, each linked to the page it came from. Use “Show me” to see the source.
          What it won’t do
          Quote prices, discuss clients beyond published case studies, or keep your conversation after you close this tab.
          How it’s built
          A demonstration knowledge base behind one provider interface, designed to connect to Azure OpenAI or Copilot Studio.
          Ask ConsultTik

          An answer, as the assistant gives it

          Illustrative example

          How does AI with control work?

          AI acts within roles and approvals; people stay accountable.

          DONOR 360 demonstrates this: AI drafts and people approve, the AI voice agent discloses that it is virtual and hands over to a person on request and Ask AI answers from live data with references.

          • From AIAI with controlShow me
          • From AIAI with control, in practiceShow me

          Discuss your business priorities and Microsoft roadmap.

          Start with one process, one set of trusted data and one approval route.

          Start the conversationAsk ConsultTik

          Or write to us directlyinfo@consulttik.comsales@consulttik.com

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          Languageالعربية
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