Copilot for Microsoft 365 Consulting Services

Our Approach

Microsoft Copilot for M365 consulting services help you adopt, scale and fully realize the potential of artificial intelligence (AI) within your Microsoft tools. By embedding Copilot for M365, an AI-based productivity assistant, into Word, Excel, Outlook, PowerPoint, SharePoint and Teams, you can find new levels of productivity and collaboration.

Our tailored consulting services are designed to guide your organization through every stage of Copilot adoption, from strategy and implementation to training and optimization. With a focus on delivering measurable outcomes, we ensure Copilot becomes a seamless and impactful part of your daily operations.

Benefits
Services Overview
Consultant Selection Checklist
Why Armanino

Your Advantages

Make work easier, faster and more connected with expert guidance on Copilot for M365 to:

Automate daily tasks like reporting, emails and meeting notes to save time
Enhance security with secure access and compliance controls
Unify tools and teams for seamless communication and collaboration
Maximize Copilot’s impact with tailored training and user adoption strategies
Simplify upgrades from legacy systems for a smoother transition
Integrate non-M365 data with customized Microsoft graph connectors to increase capabilities

Our consulting services for M365 Copilot ensure it becomes a transformative tool for your business by aligning its capabilities with your strategic goals to drive meaningful value. We prepare your systems and teams for seamless adoption and integration, enabling actionable insights and workflow automation to enhance decision-making. By identifying high-value use cases, we help maximize Copilot’s impact for measurable outcomes.

M365 Copilot Accelerators

Fast-track adoption with tools and strategies designed to you get you up and running quickly.

Workshops & Strategy Sessions: Identify your business goals and Copilot’s capabilities to help you meet them.
Readiness Assessments: Evaluate your current M365 environment, tenant configuration and licensing to ensure AI readiness.
Proven Frameworks: Leverage best practices for implementation, user adoption and change management to drive faster results.

M365 Migration Services

Make your transition to M365 smooth and disruption-free with expert migration support.

Legacy System Consolidation: Seamlessly migrate from outdated systems to M365 while preserving data integrity.
M&A Support: Manage complex migration scenarios, including tenant-to-tenant migrations and system integrations.
AI-Ready Platforms: Prepare your environment for Copilot by optimizing data governance, compliance and security settings.

AI & Automation Integration

Extend Copilot’s reach by embedding AI into processes with tools Copilot Studio and Microsoft Power Platform.

Copilot Studio Customization: Tailor Copilot to your business needs by creating custom prompts, workflows and automations.
Microsoft Power Platform Integration: Connect Copilot with tools like Power Automate, Power Apps and Power BI To enhance productivity.
Third-Party System Integration: Expand Copilot’s capabilities by integrating with platforms like Salesforce, Snowflake, Jira and Confluence.

Tailored M365 Industry Solutions

Solve industry-specific challenges with customized Copilot solutions designed for your business.

Healthcare: Streamline patient data management, automate reporting and enhance collaboration across care teams.
Finance: Improve compliance workflows, automate financial reporting and enable secure data sharing.
Manufacturing: Streamline supply chain processes, automate production reporting and drive increased productivity and improve resource utilization across work centers.
Professional Services: Accelerate proposals and contract creation, improve client communication and optimize project management.
Real Estate: Automate property management tasks, streamline client communications and enhance data-driven decision-making.

Checklist

When evaluating consulting providers for transformative AI tools like M365 Copilot, look for more than just technical know-how. Consider these factors when selecting a Microsoft 365 Copilot Consultant:

M365 & Copilot Expertise. Does the consultant have proven experience with M365 implementations, Copilot readiness assessments and structured programs like role-based training or business value workshops? Can they help identify which Copilot solutions are best suited for your business? Do they provide guidance on preparing your organization for Copilot adoption?
Certifications. Are they a recognized Microsoft Solutions Partner with credentials like recognized Microsoft Solutions Partner or a membership in the Microsoft Inner Circle?
AI Integration & Extensibility. Can they help extend Copilot’s capabilities by integrating with Microsoft Power Platform and third-party systems like Salesforce, Snowflake, Jira and Confluence? Can they translate AI capabilities into business outcomes, not just technical features? Can they help you prioritize high-value use cases to maximize your M365 and Copilot investments?
Human-Centered Design. Do they prioritize human experience and change management to ensure that AI adoption feels intuitive and manageable? Are structured training, onboarding and change management programs available to drive adoption and maximize ROI?
Technical Readiness & Data Governance. Can they assess your tenant configuration, licensing and data sharing policies to ensure platform readiness and compliance?
Reputation. Is the firm known for building long-term client relationships and delivering measurable outcomes for organizations of your size, type and industry sector?
Migration Capabilities. Do they support complex migration scenarios — such as mergers, acquisitions or legacy system consolidation — with minimal disruption?
Holistic Approach. Can the consultants look at your entire business and align your M365 and Copilot strategy with your current and future business goals? Can they help you manage AI innovation and enablement across your organization?

Proven Expertise

As a trusted Microsoft Solutions Partner and Microsoft Inner Circle Partner, Armanino brings extensive consulting experience and industry expertise across the Microsoft landscape, including Copilot Studio, Azure, OpenAI and AI Foundry. Our M365 Copilot consultants deliver scalable programs that align with your goals, helping you automate processes, transform your customer journey and improve your bottom line.