Why Microsoft Copilot?

Microsoft’s Copilot is an AI-powered assistant designed to enhance productivity. By automating routine tasks and providing intelligent suggestions, Copilot allows users to focus on the critical aspects of their everyday work. Key Advantages of Copilot: Personalized experience: Copilot responds to your prompts and helps with tasks like summarizing emails, finding information, or drafting emails/documents. Security and privacy: Copilot follows each individual’s security settings, so it only shows and references data you have access to. Integration: M365 Copilot acts as an orchestrator, connecting to multiple systems and even triggering Agents when prompted. Learn more about Microsoft Copilot.

What Security Features Does Microsoft Copilot Provide?

Microsoft Copilot inherits your current privacy, security, and regulatory configurations, which include features such as multifactor authentication, compliance policies, procedures, and boundaries. Data Protection: One of Copilot’s greatest strengths is the protection of client data from being used to train other Large Language Models and prevent data leakage. Access Control: Copilot will not pull data from areas of your organization that users do not already have access to. It is based on data users can already personally access, ensuring that sensitive information remains secure and only accessible to authorized users. Data Usage: Copilot does not learn from the prompts, responses, or data accessed through your Microsoft Graph, thereby preventing data leakage. Unauthorized Access Prevention: Copilot has protection in place to detect protected material and prevent unauthorized access. Continuous Learning: When you chat with Copilot, and it provides information, users can push the thumps up or the thumbs down on the information they received so that Copilot can continue learning from those interactions. Learn how to use Microsoft Copilot safely for your business.

How Does the Copilot Value Prototype Work End To End?

The Copilot Value Prototype follows the following steps: Ingest data from one source. Rationalize the data into a minimal model. Detect events (new information or changes). Explain relevance (why it matters now). Trigger the action (or simulate safely if needed).

Why Is This Engagement Intentionally Constrained?

To deliver quickly and avoid open ended scope, the prototype is intentionally limited to: One data source No more than two data entities Two event types: (1) New information available, (2) Existing information changed A small set of recommended actions with human confirmation by default These constraints ensure speed, clarity, and predictable delivery while still proving the concept, showing ROI, and enabling expansion later.

Copilot Value Prototype

The Copilot Value Prototype is a 4–6-week, fixed-scope, collaborative engagement designed for organizations using Dynamics 365 CRM and ERP solutions, or the Power Platform, that want to begin using Artificial Intelligence (AI) but are unsure where to start.

Rather than arriving with a predefined solution, we work with your team to identify potential use cases, prioritize, and validate a single high-impact use case using Microsoft Copilot. We then create a small working prototype that demonstrates the concept from start to finish.

Prove AI Value. Then Scale with Confidence.

What This Engagement Helps You Achieve

The goal is to uncover opportunities, prove value quickly, and establish a strong future for AI adoption and scaling. This engagement focuses on business concepts to help elevate your organization, rather than leading with the technology.

Through this engagement, we aim to:

Lead a discovery to analyze your business and identify AI opportunities.
Evaluate ROI and scalability for future AI adoption.
Build a small-scale prototype to validate the concept.

Eliminate low-value tasks and extract new insights from real information.
Prioritize a high-value use case that meets business needs.

These objectives ensure a focused, practical engagement that uncovers real opportunities and proves the value of AI for your business.

The Outcomes You Can Expect

The deliverables for the Copilot Value Prototype are:

Working Copilot prototype demonstrating event-to-outcome workflow.
Defined scope and expectations for a single scenario.
Documentation detailing the business context, opportunities, and prompt library.
ROI model and next-step roadmap for scaling the prototype to production safely and predictably.

Together, these deliverables give your leadership team a clear proof point, a practical decision framework, and a credible path to scale.

Discover Where AI Can Deliver Value

Copilot Value Prototype Pricing

This is a $10,000 fixed-fee engagement designed to help you validate a high-value Copilot scenario with clear scope, senior-level guidance, and a defined investment from the outset.

If there are Copilot license credits required for the prototype, those are not included in this fixed fee.

Note: All prices apply in both CAD and USD.

Start with the Right Scenario

Not every Copilot use case delivers the same value. We will collaborate with your team to identify a high‑value scenario where Copilot can drive measurable, meaningful impact.

What We Need From You:

A process owner and a few stakeholders for scenario selection.
Read-only access to one relevant data source.
Agreement on one scenario and success measures (e.g., time saved, response time, reduced rework).

We keep requirements intentionally light to ensure momentum and speed.

Schedule Your Copilot Value Prototype

Our Approach and Framework

Implementing AI isn’t just about technology; it’s about strategy, adoption, and trust.

Our approach guides clients through an initial ideation and piloting process, leveraging Microsoft AI technologies, to identify and demonstrate a high-impact business use case. We focus on identifying business benefits, ensuring every change delivers measurable business value.

The goal is to align solutions with business outcomes so that technology supports the business, not the other way around.

Guiding Principles / Framework

These guiding principles ensure every Copilot Value Prototype engagement is practical, secure, and focused on real business impact.

Focus on Business Outcomes: Prioritize tangible business results vs showcasing technology capabilities.
Start Narrow, Prove Value, and Extend: Focused scope to demonstrate quick wins and validate the approach/technology to then extend value.
Leverage Existing Assets: Build on the data and systems you already trust.
Human-in-the-Loop Design: Integrate human oversight and interaction to ensure system reliability and trust.
Ensure Security and Governance: Embed security measures, governance, and auditability to maintain compliance and trust.

By following these principles, we help organizations move forward with confidence, proving value early while building solutions that are secure, governed, and built to last.

How Encore Helps You Prove Value

With deep expertise across Dynamics 365 and the full Microsoft suite, we understand how these tools connect and how to configure them for maximum impact while aligning with real business needs.

Instead of presenting a ready-made solution, we collaborate with your team to uncover, prioritize, and validate a single, high-impact use case leveraging Microsoft Copilot. Our approach centers on finding and removing non-value-add activities, ensuring each change produces measurable business value.

We offer the depth of knowledge needed to ensure platforms work together seamlessly, delivering value across the entire technology landscape, not just a single solution.

Talk With Our Microsoft Copilot Experts

Turn AI Curiosity into Real Business Impact

We’ll help you prioritize a real business problem, build a working Copilot prototype, and demonstrate value from end-to-end. Connect with our experts to see what’s possible.

Frequently Asked Questions

Microsoft’s Copilot is an AI-powered assistant designed to enhance productivity. By automating routine tasks and providing intelligent suggestions, Copilot allows users to focus on the critical aspects of their everyday work.

Key Advantages of Copilot:

Personalized experience: Copilot responds to your prompts and helps with tasks like summarizing emails, finding information, or drafting emails/documents.
Security and privacy: Copilot follows each individual’s security settings, so it only shows and references data you have access to.
Integration: M365 Copilot acts as an orchestrator, connecting to multiple systems and even triggering Agents when prompted.

Learn more about Microsoft Copilot.

Microsoft Copilot inherits your current privacy, security, and regulatory configurations, which include features such as multifactor authentication, compliance policies, procedures, and boundaries.

Data Protection: One of Copilot’s greatest strengths is the protection of client data from being used to train other Large Language Models and prevent data leakage.
Access Control: Copilot will not pull data from areas of your organization that users do not already have access to. It is based on data users can already personally access, ensuring that sensitive information remains secure and only accessible to authorized users.
Data Usage: Copilot does not learn from the prompts, responses, or data accessed through your Microsoft Graph, thereby preventing data leakage.
Unauthorized Access Prevention: Copilot has protection in place to detect protected material and prevent unauthorized access.
Continuous Learning: When you chat with Copilot, and it provides information, users can push the thumps up or the thumbs down on the information they received so that Copilot can continue learning from those interactions.

Learn how to use Microsoft Copilot safely for your business.

The Copilot Value Prototype follows the following steps:

Ingest data from one source.
Rationalize the data into a minimal model.
Detect events (new information or changes).
Explain relevance (why it matters now).
Trigger the action (or simulate safely if needed).

To deliver quickly and avoid open ended scope, the prototype is intentionally limited to:

One data source
No more than two data entities
Two event types: (1) New information available, (2) Existing information changed
A small set of recommended actions with human confirmation by default

These constraints ensure speed, clarity, and predictable delivery while still proving the concept, showing ROI, and enabling expansion later.

If you decide to scale after the Copilot Value Prototype, we provide a roadmap to expand to additional scenarios and data sources. We can also help with production governance, security hardening, integration depth, and adoption planning. We quantify value using conservative assumptions and measured improvements from the prototype, then project a low/expected/high range based on event frequency and adoption.