Turn Your Microsoft 365 Data Into an AI Agent That Works 24/7
Custom Copilot Studio agents that answer employee questions, resolve tickets, and take action inside the systems you already run on — SharePoint, Dynamics 365, Dataverse, and 1,500+ connectors. Delivered by Sunflower Lab's Microsoft-certified engineers.
You're already on Microsoft 365 — are you actually getting the AI benefits?
Integrations block every AI project
Most AI agent programs stall at the connector layer — CRM, ERP, ticketing, HR systems, custom data. With Copilot Studio, Microsoft 365 data (SharePoint, Dataverse, Dynamics 365, Teams) is native, and 1,500+ prebuilt connectors handle the rest. What used to take months of integration work becomes days.
Chatbot fatigue
You tried a chatbot in 2022. It answered from a static FAQ, nobody used it, it quietly died. Copilot Studio agents reason over real data and take action — a different product category, not the same shape in newer packaging.
Too many AI tools — no clear starting point
The market floods every week with new agents, LLMs, and platforms. Leaders don't know which to trust, where to start, or what to buy first. Our AI Discovery engagement resolves that in one to two weeks with a written roadmap.
Custom AI agents fail on data & integration pitfalls
Building an agent from scratch means fighting hallucinations, brittle connectors, security reviews, permission drift, and model drift. Copilot Studio inherits Microsoft 365 identity, Purview DLP, Entra role-based access, and audited connectors — most of the risk is already handled.
The Microsoft 365 platform for building AI agents that take action
Copilot Studio is not the same product as Microsoft 365 Copilot. Microsoft 365 Copilot is the pre-built assistant embedded in Word, Excel, Outlook, and Teams. Copilot Studio is the Microsoft 365 platform you use to create custom agents grounded on your specific data, permissions, and processes. Most enterprises use both together — Microsoft 365 Copilot for productivity, Copilot Studio for the agents that run their business.
From discovery to a live agent your team actually uses
Consulting & Discovery
We audit your Microsoft 365 environment, identify the top 3–5 processes ready for a Copilot Studio agent, and produce a written roadmap with a scoped estimate.
Start with the Discovery Workshop →Custom Agent Development
Production-grade Copilot Studio agents grounded on SharePoint, Dataverse, Dynamics 365, and 1,500+ connectors — with conversation flows designed around how your team asks questions.
Scope an agent build →Azure OpenAI Extensions
For agents that need deeper reasoning, custom APIs, or fine-tuned models, we extend Copilot Studio with Azure OpenAI, Azure AI Foundry, and custom Azure Functions.
Talk to an engineer →Governance & Security
Role-based access, Purview DLP, sensitivity labels, environment isolation, and content moderation configured before launch — not retrofitted after an incident.
Review your governance →Adoption & Change Management
Training, internal comms, champion enablement, and adoption dashboards so the agent gets used — not shelved.
Plan the rollout →Managed Support
Post-launch monitoring, retraining, connector maintenance, and agent optimization as usage and data sources grow.
Discuss managed support →Copilot Studio + SharePoint + Power Platform — one team
The stack below is how a Copilot Studio agent actually works inside a Microsoft 365 tenant. Every layer matters:
What a Copilot Studio agent actually does — patterns from Microsoft's library
Proposal & Quote Generator Agent
A sales rep asks the agent to draft a proposal for a prospect. The agent pulls the account history and open opportunity from Dynamics 365, matches the right SKUs and pricing from Dataverse, retrieves the closest past-proposal template from SharePoint, and generates a personalized Word document ready for review — in under a minute instead of a half day.
Dynamics 365 · Dataverse · SharePoint · WordCustomer Self-Service Support Agent
Embedded on the website or in Teams, the agent answers product, order, and account questions grounded on your product documentation and order system. It resolves the routine cases, opens a ticket for the complex ones, and hands off to a live agent with the full conversation context attached — deflecting Tier-1 volume without frustrating anyone.
Product Docs · Order System · Ticketing · Teams / Web ChatSales Meeting Prep Agent
Before a customer meeting, the agent pulls account history from Dynamics 365 or Salesforce, past email threads from Outlook, recent product usage data, and the latest company news. It delivers a briefing to the account exec in Teams — three talking points, two known risks, one open opportunity — so nobody walks into a call unprepared.
Dynamics 365 / Salesforce · Outlook · Web · TeamsIT Helpdesk Tier-1 Agent
Handles the routine 40–55% of Tier-1 IT volume: password and MFA resets via Entra ID, license lookups, "how do I VPN in" from SharePoint runbooks, and ServiceNow ticket triage for the escalations. Users get an answer in Teams; the IT team stops burning cycles on the same three questions a hundred times a week.
Entra ID · ServiceNow · SharePoint · Teams · Purview DLPHR Onboarding & Policy Agent
Walks new hires through their first 30 days: benefits enrollment, PTO policy, IT setup, org chart lookups, and policy Q&A grounded on your HR document library and Workday (or your HRIS). Deflects 60–70% of the routine HR helpdesk traffic that used to eat your People team's mornings.
SharePoint HR Site · Workday · Entra ID · TeamsField Service & Shop-Floor Agent
Technicians and shop-floor operators ask on a mobile device or ruggedized tablet — the agent surfaces the correct repair procedure from SharePoint, checks part availability against the inventory system, confirms warranty from the customer record, and logs the visit in Dynamics 365 Field Service. Fewer callbacks to the office, faster first-time-fix rates.
SharePoint SOPs · Inventory · Dynamics 365 Field Service · Teams MobileFour phases. Predictable. No surprise scope.
Discovery Workshop
Audit the Microsoft 365 environment. Identify high-friction processes. Score readiness. Written roadmap.
1–2 weeksAgent Design
Conversation flows, connector map, permission model, Azure OpenAI extension plan (if needed).
1–2 weeksBuild & Ground
Build in Copilot Studio, ground on live SharePoint / Dataverse / Dynamics 365, wire Power Automate for action-taking.
2–6 weeksAdopt & Operate
Governance, DLP, training, adoption monitoring, and optional managed support as usage scales.
OngoingInvestment ranges you can plan against — priced to your actual scope
Discovery Workshop
A 1–2 week structured workshop to identify the top 3–5 processes ready for a Copilot Studio agent, with a written roadmap and a scoped estimate for the next phase.
Book the Workshop →Focused Agent Build
One production-grade Copilot Studio agent grounded on SharePoint, Dataverse, or Dynamics 365. Final pricing depends on data sources, integrations, and governance scope.
Scope an agent →Multi-Agent Program
Multi-agent program with Azure OpenAI extensions, governance, DLP, and change management across business units. Priced against program size and rollout footprint.
Talk about a program →Managed Support
Post-launch retainer to evolve, retrain, and maintain agents as usage and data sources grow. Sized to agent count and support SLA.
Discuss support →These are commonly observed market ranges for Microsoft Copilot Studio engagements. Sunflower Lab does not publish a fixed rate card because no two Microsoft 365 environments carry the same integration surface, governance posture, or change-management need. The 30-minute assessment produces a scoped estimate you can defend internally.
Answers to the questions buyers ask on the first call
Short answer: building custom AI agents that answer questions, retrieve data, and take action across Microsoft 365, Dynamics 365, Dataverse, and 1,500+ connected systems. Common uses: IT support, HR self-service, sales assistants, internal knowledge retrieval, compliance Q&A. Book the Discovery Workshop →
Short answer: pricing is scoped to your environment against common market benchmarks. Typical ranges: Discovery Workshop $3K–$7K, Focused Agent Build $15K–$40K, Multi-Agent Program $40K–$150K+, Managed Support monthly retainer. Sunflower Lab does not publish a fixed rate card. See engagement models →
Short answer: a production-grade agent typically ships in 4–8 weeks, depending on the number of connected data sources, governance complexity, and whether Azure OpenAI extensions are needed.
Short answer: Microsoft 365 Copilot is the pre-built AI assistant embedded in Word, Excel, Outlook, and Teams. Copilot Studio is the builder platform for creating custom AI agents trained on your specific data and processes. Most enterprises use both together.
Short answer: not always. Native Copilot Studio covers most enterprise use cases. Azure OpenAI and Azure AI Foundry come into play when you need custom reasoning, non-Microsoft LLMs, or a fine-tuned model beyond what Copilot Studio provides.
Short answer: yes. Copilot Studio agents trigger Power Automate flows, call UiPath RPA bots, update Dynamics 365 records, and post to Microsoft Teams. This is the difference between a scripted chatbot and an agent that takes action.
Short answer: Copilot Studio inherits Microsoft 365 role-based access, Purview data-loss-prevention policies, and content moderation. Sunflower Lab configures these before launch: sensitivity labels, sharing scope, environment isolation, audit logging.
Short answer: SharePoint sites, Dataverse tables, Dynamics 365, and 1,500+ Microsoft and third-party connectors. For non-Microsoft ERPs like SAP, Oracle, or NetSuite, a custom connector is built during the engagement.
Short answer: yes, and this is where fastest time-to-value lives. Copilot Studio uses SharePoint as its top grounding source. If SharePoint is well-governed, an agent ships in 4–8 weeks. If SharePoint permissions are messy, we run a SharePoint Health Check first.
Short answer: a 1–2 week engagement where Sunflower Lab engineers audit your Microsoft 365 environment, identify the top 3–5 processes ready for a Copilot Studio agent, and produce a written roadmap with a scoped estimate for the next phase. Priced against common market benchmarks — typically $3,000 to $7,000. Book the Workshop →
Short answer: two USA offices — 3974 Brown Park Drive, Suite G, Hilliard, Ohio 43026 and 220 Davidson Avenue, Suite 119, Somerset, New Jersey 08873. Email info@thesunflowerlab.com.
Short answer: submit a business email in the form above. A Microsoft engineer schedules a 30-minute call within one business day and follows up with a scoped roadmap and an investment range aligned to common market benchmarks. Book the assessment →
Talk to our Copilot Studio experts
Free 30-minute discovery call. We'll audit your Microsoft 365 environment, estimate timelines, and help you map out your Copilot Studio agent.
