01 — Intelligence in workflows

AI, Copilots & Agents

Copilots and agents that work inside your processes, within roles and approvals.

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02 — What it covers

What it covers

We bring AI into everyday work where it creates value, with people accountable for every decision.

Copilot Studio
Microsoft Foundry (Azure AI Foundry)
Azure OpenAI
AI Builder
Agents that act within roles and approvals

03 — Technology

Microsoft technology

Each technology, and where else it appears across our services and products.

Technology

Copilot Studio
Microsoft Foundry (Azure AI Foundry)
Azure OpenAI
AI Builder
Dynamics 365
Agents

Where else it appears

The Microsoft AI stackPagevia Copilot Studio, Microsoft Foundry (Azure AI Foundry) and Dynamics 365
Business ApplicationsServicevia Dynamics 365

See the full Microsoft ecosystem

04 — Lifecycle

Where it sits in the lifecycle

01Advise
02Design (Focus stage)Shape the solution around how your teams actually work.
03Implement (Focus stage)Configure, integrate and deliver on the Microsoft platform.
04Adopt
05Operate
06Grow (Focus stage)Extend with data, automation and AI where it creates value.

Focus stages for AI, Copilots & Agents: Design, Implement and Grow.

05 — In our products

Where it shows up in our products

DONOR 360Sample data
Donor engagement
DONOR 360
Every donor, gift and conversation in one place.
How it connects
AI, Copilots & AgentsDONOR 360
AI drafts, people approve.

06 — AI with control

AI with control

AI acts within roles and approvals; people stay accountable.

RequestFind insight faster

Illustrative example

Business process
Where the request starts.
Step 1 of 5
Request
Which projects are behind their baseline this month?
Trusted data
The records the AI is allowed to use.
Step 2 of 5
Trusted data
- Portfolio data
- Role: PMO
AI & agents
Drafts and proposes; never decides alone.
Step 3 of 5
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.
Step 4 of 5
Awaiting approval
Two buttons wait here: Approve, or Send back for one revision.
Business outcomes
Done, recorded and accountable.
Step 5 of 5
Shared with the steering committee. Logged to the audit trail.
Approved · logged to the audit trail

Find insight faster

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

StatusReady when you are.

One revision per request. Only Approve remains.

AI acts within roles and approvals; people stay accountable.

See the full walkthrough

07 — How we work

How we work

Understand the business
Use the investment wisely
Connect the ecosystem
Apply AI where it creates value
Design for adoption

Read our approach

Discuss your business priorities and Microsoft roadmap.

Turn Microsoft technology into business advantage.

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