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Copilot Studio Services that Power Human-Agent Collaboration

Agentic AI introduces a new operational model where intelligent agents work alongside people to amplify human capabilities.

AI agents don’t just automate workflows. They learn, adapt, and act autonomously to support dynamic operations while incorporating human judgment when it matters most.

Our comprehensive Copilot Studio services guide you from exploring agentic AI opportunities to deploying custom agents that deliver measurable business impact.

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Agentic AI Consulting and Implementation

From exploring agentic AI to scaling custom agents.

Our consulting and implementation services help organizations prepare, build, deploy, and scale Copilot Studio agents across the business.

We design agentic AI to move beyond workflow automation, developing agents that learn, adapt, and act autonomously to drive efficiency, innovation, and your competitive advantage.

Agentic AI Readiness Assessment

Prepare to implement agentic AI.

We evaluate your data and platform readiness, audit security settings, and recommend the right mix of Microsoft 365 Copilot licenses and Copilot Studio consumption credits.

By first assessing your digital workplace infrastructure, licenses, and policies, we can optimize your environment to maximize ROI and reduce risk before deploying AI agents.

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Agentic AI Proof of Concept

Prove AI’s value in weeks, not months.

We don’t just prove agentic AI will work for your organization. We prove its measurable business value.

Identify high-impact opportunities, pilot Copilot Studio agents within a small cohort, and measure results against KPIs like time savings and quality improvements. These insights inform the best path to scale agents across the business.

EXPLORE AI PILOTS

Copilot Studio in a Day Training

Build a team of agent makers.

Scale AI beyond IT with Microsoft Copilot Studio training for beginners. We empower non-technical employees to build, test, deploy, and manage low-code agents.

By democratizing agentic AI, your workforce can solve business problems faster, eliminate IT bottlenecks, and drive operational efficiency across the organization.

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Agentic AI Governance Frameworks

Deploy AI agents with confidence.

Successful AI deployments require strong governance. We help you establish an agentic AI governance framework that safeguards your organization as you scale and enable employees to innovate with Copilot Studio agents.

Custom AI Agent Development

Autonomous agents in Copilot Studio, built for your business.

Move beyond general-purpose AI assistants with Copilot Studio custom agents built to deliver measurable business impact. We build custom agents that expand capacity, boost operational efficiency, and drive innovation and outcomes.

The Journey to Becoming a Microsoft Frontier Firm

Microsoft's 2025 Work Trend Index introduced Frontier Firms: organizations that blend agentic AI with human judgment to increase capacity, accelerate innovation, and unlock new levels of productivity.

This human-agent model is the new blueprint for resilient, scalable growth. Where does your organization stand?

PHASE 1

Human with AI Assistant

Every employee has an AI assistant (Microsoft 365 Copilot) that helps them increase work quality and efficiency.

PHASE 2

Human-Agent Teams

AI agents join teams as "digital colleagues," performing tasks with human direction.

PHASE 3

Human-Led, Agent-Operated

Humans set direction and agents run entire business processes and workflows, checking in as needed.

Request more information about Copilot Studio agentic AI consulting and implementation services.

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Agentic AI Business Value

Intelligence on Tap

Employees without subject matter expertise can access on-demand intelligence to tackle complex tasks.

Outpace the Competition

Organizations that embrace agentic AI early will operate faster, smarter, and leaner, redefining success.

Lean Scalability

AI agents augment your workforce, creating more bandwidth for people without increasing headcount.

Integrated Digital Workplace

Copilot Studio agents streamline work across the Microsoft ecosystem, while keeping your data secure.

Accelerate Innovation

Agentic AI is a catalyst for innovation as teams reallocate their time to more proactive, strategic work.

Self-Service Problem-Solving

Reduce dependency on IT by enabling non-technical employees to build their own low-code agents.

Connect with a Copilot Studio Agentic AI Expert at C5 Insight

Microsoft has made building AI agents accessible to everyone through Copilot Studio’s low-code platform.

But managing those agents responsibly is a much bigger challenge.

At C5 Insight, we take a strategic approach to our agentic AI consulting and implementation services, aligning technology decisions with your business goals.

We help you ask the right questions like:

  • Are your agents connected to sensitive data?
  • Are you monitoring who’s creating agents?
  • Are your agents following governance rules?
  • Are your agents scaling productivity or risk?

Our agentic AI experts can help you become a Frontier Firm, using Microsoft AI solutions to lead with intelligent agents, reshape work, and drive growth in the agentic economy.

Microsoft Cloud Solution Licensing, Managed Strategically

We’re more than a Microsoft license reseller. As an authorized Microsoft Cloud Solution Provider (CSP), C5 Insight simplifies purchasing, support, and renewals—and provides strategic advisory to help you get more value from your cloud investments.

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The Latest AI Insights

AI Transformation Playbook

Copilot Data Readiness Checklist

%

Of users would recommend Copilot to everyone in the company or all their peers

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%

Of participants reported Copilot increases their productivity and work quality

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Watch C5 Insight's AI & Copilot Webinars on YouTube

Most organizations are experimenting with AI. Very few are turning it into real business value. In this webinar, C5 Insight shares its practical framework for moving from AI pilot to scalable impact. Learn why teams fail with overplanning or rushed deployment, and how to adopt a more effective, though unconventional, approach (Fire, Aim, Ready, Fire). You’ll walk away with a clear path to run smarter pilots and scale what works, all while balancing enablement, governance, and change management. If you’re looking to make AI actually work inside your organization, this session breaks down what to do next. ---------- TIMESTAMPS 0:13 Poll: How do digital transformation projects often go for you? 1:41 Intro: AI is rewriting how work works 3:27 About C5 Insight 4:23 Speaker introductions 6:15 The state of enterprise AI transformation (95% of pilots fail) 7:28 Two common paths to AI failure 10:48 Avoidable Failure vs. Intelligent Failure 12:28 The Myth About AI Transformation 13:49 The AI Transformation Framework: Fire, Aim, Ready, Fire 14:53 Phase 1. Fire: Launch a real-world, focused AI pilot (proof of value) 17:44 Real Copilot proof of value (POV) results from 182 participants 19:36 Phase 2. Aim: Assess what failed, target what worked 23:48 Phase 3. Ready: Develop an AI strategy informed by real results 30:16 Phase 4. Fire (Again): Turning proven AI pilots into enterprise impact 33:48 The iterative Fire, Aim, Ready, Fire cycle 34:36 How to Sustain Success: AI Center of Excellence 40:15 C5 Insight & the Case for External AI Partners 42:44 Next Steps 43:44 Community Summit NA 2026 Nashville (Use promo code: C5INSIGHT15) 44:35 Q&A ---------- Request the presentation slides: https://c5insight.com/slides/ Download C5 Insight's AI Transformation Playbook: https://c5insight.com/ai-transformation-playbook/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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The AI Transformation Playbook: From Pilot to Proven Business Impact

C5 Insight June 4, 2026 12:03 pm

What’s the real ROI of Microsoft Copilot? In this webinar, we move beyond hype to share real-world benchmark data C5 Insight has collected over 18 months from nine organizations across six industries. Based on insights from 180+ users, you’ll learn where teams are saving time, how that translates into business value, and what separates organizations that are seeing results from those that aren’t. We also highlight research from Microsoft's 2026 Work Trend Index Annual Report that reinforce our findings and give leaders insight into the future of work. Whether you’re just getting started or already piloting Copilot, this session will help you build a stronger business case and take the next step with confidence. --- TIMESTAMPS 0:48 Speaker Intro 1:20 About C5 Insight 2:30 What is a Copilot Proof of Value (POV)? 3:34 Audience Poll: Where Are You Today on Your Copilot Journey? 4:57 Program Methodology & Scope 6:25 Overall POV Results 6:58 Time Reclaimed Per Week By Use Case 8:27 What Users Believe About Copilot 9:59 Focus Time Gained Per Week Using Copilot 11:58 What Users Are Saying 12:48 Audience Poll: What Is Your Biggest Barrier to Copilot Adoption? 14:19 Five Key Findings Across All Organizations 18:31 4 Data-Driven Takeaways 22:31 Microsoft's 2026 Work Trend Index Annual Report Findings 23:20 The Agency Equation 24:27 The Transformation Paradox 26:15 What Frontier Professionals Do Differently 27:58 Audience Poll: Where Is Your Frontier Zone? 30:30 Next Steps: Five Paths Forward 36:04 Microsoft Teams Channel Agent Demo 39:14 Rethinking How Workflows Work Because of Agentic AI 42:33 C5 Insight's Longtime Expertise Across the Microsoft Ecosystem 43:18 Community Summit NA 2026 (Use Discount Code: C5INSIGHT15) 44:04 Q&A - How do you measure Copilot's ROI when so much of the value is qualitative? - How do you recommend starting a conversation with enterprise-size organizations (e.g., IKEA) about AI that's tied to business goals? - Should companies that haven't invested in Copilot yet continue waiting for the AI landscape to settle? - How does an organization choose its Proof of Value (POV) cohort? - How do you handle when leadership, colleagues, or IT is resistant to Copilot/AI? --- Request the presentation slides: https://c5insight.com/slides/ Download +300 Microsoft Copilot and AI Agent Use Cases: https://c5insight.com/copilot-use-cases/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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The Real ROI of Microsoft Copilot: Benchmarks for Business Leaders

C5 Insight May 22, 2026 9:28 am

In this webinar, Traci Winter from C5 Insight and Microsoft's Tracy Urbina dive deep into why AI readiness starts with data readiness, sharing real-world examples, practical strategies, and actionable tips for leaders and IT teams. You'll learn how Microsoft tools like the Copilot Control System, Microsoft Purview, and the new control plane for AI agents, Microsoft Agent 365, can help secure and scale your AI initiatives responsibly. Get insights on AI and data governance, data quality, and adoption, plus a 25-question data readiness checklist to kickstart your AI journey. TIMESTAMPS 00:35 Speaker Introductions 01:19 About C5 Insight 02:10 Why does AI readiness start with data readiness? 03:00 Key Idea: Poor data foundations become the limiting factor for AI 03:46 Reality Check: What most digital workplaces look like to Copilot 05:15 6 Examples of weak data foundations 06:06 Outdated data 07:13 Inaccurate data 08:16 Duplicate data 09:51 Siloed data 11:04 Disorganized data 12:12 Ungoverned data 13:41 Business impact of bad data 15:02 What is AI-ready data? 15:50 3 pillars of AI-ready data 16:23 1. Reliable 18:18 2. Findable 20:01 3. Governable 21:41 How can Microsoft tools help you prepare your data for AI? 22:03 Security challenges organizations face 23:53 Microsoft's foundational AI commitments 27:16 The Copilot Control System 29:30 Microsoft Purview 32:14 Agent 365 34:50 C5 Insight's proven approach for AI transformation 37:23 How to sustain AI success post-deployment 39:35 25-question Copilot Data Readiness Checklist 40:31 Community Summit NA 2026 discount code (C5INSIGHT15) for 15% off registration 41:19 Q&A HELPFUL LINKS Download the Copilot Data Security Checklist: https://c5insight.com/microsoft-copilot-security-assessment-checklist/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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Why AI Readiness Starts with Data Readiness [Webinar]

C5 Insight May 8, 2026 2:18 pm

In Part 3 of our webinar series with Microsoft, we explore how leadership in the age of AI should consider AI as a tool to amplify what makes us uniquely human. Using real examples from his work at Microsoft, Grant shares how leaders can use AI responsibly without losing the human touch. 00:10 Introductions 00:30 Series recap and session expectations 02:10 Exercise: What qualities or traits make us uniquely human? 06:00 3 human traits AI can help amplify (not replace) 07:00 Empathy 10:14 Imperfection 13:24 Leadership 20:11 Q&A: What are the risks of leaders becoming distant from reality in an AI-driven workplace, and how can they avoid it? 23:10 Q&A: How can organizations balance innovation with ethical considerations when implementing AI? 25:12 Q&A: How do you reassure resistant employees who think AI will replace them? 27:02 Closing comments **Presentation slides are unavailable for this webinar** Explore C5 Insight's Copilot Consulting Services: https://c5insight.com/technologies/copilot/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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[Part 3] Responsible AI-Driven Leadership Without Losing the Human Touch

C5 Insight November 21, 2025 2:36 pm

Discover how Microsoft embraced enterprise AI transformation with its Copilot and agentic technologies before releasing them to the world. Grant Dess, Microsoft Principal Solution Engineer - AI Workforce, shares real-world insights from Microsoft’s AI journey, including strategies for enriching employee experiences, reinventing customer engagement, reshaping business processes, and driving innovation. Learn about key metrics, adoption challenges, responsible AI practices, and practical tips for starting your own AI journey. Perfect for organizations looking to leverage Copilot or scale AI adoption to drive business results. TIMESTAMPS 00:10 Introduce speaker Grant Dess from Microsoft 01:35 Microsoft's AI Vision: Human-AI collaboration 02:50 Microsoft's AI Ambition 04:35 Microsoft's Copilot Customer Zero pilot group 07:13 Microsoft's Frontier Success Framework for AI Transformation 11:12 Microsoft's AI Transformation results (so far) 13:44 The Microsoft Frontier Firm Approach Watch Part 1 of this series to learn more: https://youtu.be/65p0sm0gjRM 14:47 Microsoft's AI Journey: Applying the Frontier Firm Approach 15:51 Snapshot of the Customer Zero Program & Results: Copilot Immersion 20:13 Where to start your AI journey 21:32 Responsible AI: NIST AI Risk Management Framework 22:46 5 Key lessons learned as Copilot Customer Zero 26:09 Register for Part 3: Leading Responsibly with AI **Slides are not available for this webinar.** Download C5 Insight's Microsoft Copilot Security Checklist: https://c5insight.com/microsoft-copilot-security-assessment-infographic/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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[Part 2] Copilot Customer Zero: Microsoft's AI Transformation Story & Framework for Success

C5 Insight November 17, 2025 6:53 pm

Join C5 Insight and Microsoft as we explore the latest insights from Microsoft's 2025 Work Trend Index report and share practical strategies for leading the next wave of business with agentic AI. You'll learn what it means to be a frontier firm, how to balance human-agent teams, and actionable steps to begin or accelerate your AI transformation journey. Don’t miss expert AI strategies, global research on AI at work, and a preview of what’s next in agentic AI business transformation. TIMESTAMPS 00:27 Introduce speaker Grant Dess from Microsoft 01:10 What is a Frontier Firm? 03:06 Microsoft's Work Trend Index 2025: The Rise of the Frontier Firm 05:19 Journey to Becoming a Frontier Firm 08:00 Phase 1: Human with Assistant 11:55 Phase 2: Human-led Agents 15:26 Phase 3: Human-led, Agent-operated 18:28 New jobs emerging from AI advancements 19:37 The path forward: Your 3 next steps 23:05 Q&A 23:14 Q: What are the most common initial challenges to becoming a frontier firm? 26:45 Q: How do you balance the human-agent ratio for optimal performance and accountability? 29:24 Closing remarks & webinar slide request Download the Copilot Security Readiness Checklist: https://c5insight.com/microsoft-copilot-security-assessment-infographic/ Request the presentation slides: https://c5insight.com/slides/ Register for Upcoming Events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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[Part 1] What Is a Frontier Firm? Microsoft Agentic AI & Workforce Transformation Strategies

C5 Insight November 10, 2025 6:59 pm

Many people in your organization may already be using Microsoft Copilot to expedite workflows daily. However, adoption may not have reached the management and leadership levels. If this describes you – or the people you want to influence – then you'll want to tune in for this webinar. We explore seven practical Copilot use cases that every executive and manager can utilize to make Copilot their personal assistant, enabling them to operate at a higher level of efficiency, quality, and productivity. TIMESTAMPS 01:08 Speaker introductions: Jordan Loeffler and Traci Winter from C5 Insight 02:30 Webinar agenda 03:23 Why Copilot, and why now? 08:58 7 Copilot use cases agenda 10:11 #1 - Meeting summaries: Copilot automatically generates a summary, identifies key decisions, lists action items, and drafts follow-up emails in Outlook. 14:15 #2 - Improve meetings: After a meeting, ask Copilot to provide feedback to help you improve future sessions. 16:24 #3 - Make data-driven decisions: Ask Copilot to analyze sales, financial, or operational data, identify trends, and suggest insights or forecasts 19:10 #4 - Prioritize tasks: Use Copilot chat to review your inbox and task list, summarize key items, and generate a prioritized weekly plan. 23:43 #5 - Draft policies and documents: Use Copilot to draft or update company policies using templates and previous documents stored in SharePoint. 26:40 #6 - Get instant answers: Use a SharePoint agent to source new policies and documents without wasting time searching for the ones you need. 29:00 #7 - Access knowledge instantly: Build a custom agent that's integrated with your designated sources to accurately answer questions from your team or customers. 33:22 How to drive Copilot Adoption and track success with Microsoft Viva Engage and Viva Insights 39:24 Proven framework for digital transformation success 42:24 Invitation to 365 Leadership Summit 43:26 Free resources 44:00 Q&A MORE INSIGHTS Request the presentation slides: https://c5insight.com/slides/ Download +100 Copilot Use Cases: https://c5insight.com/copilot-use-cases/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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7 Microsoft Copilot Use Cases for Business Leadership & Management Roles

C5 Insight June 2, 2025 11:28 am

Learn how to create AI agents using Copilot Studio and Azure AI Foundry without any programming skills. Envision the future of work using copilots and agents, gain valuable insights into digital transformation, and the importance of a comprehensive vision for successful implementation. 02:30 Overview of different copilots and their purposes 06:16 What is an "agent"? 07:51 Demonstration of creating a lead processing agent in Copilot Studio 30:24 Explaining Copilot licensing 32:24 Future of AI agents and multi-agent systems 56:12 Why 70% of digital transformations fail (and how to succeed) 58:50 Q&A: How did you set up memory for your agent in Copilot Studio? Speakers: Kody Wildfeuer, Sr. Solution Architect - Copilot and Agents | Microsoft Geoff Ables, CEO and Copilot MVP | C5 Insight Traci Winter, Senior Director of Business Consulting | C5 Insight Subscribe to our YouTube channel to stay updated on the latest webinars and AI insights! Request the presentation slides: https://c5insight.com/slides/ Download +100 Copilot Use Cases: https://c5insight.com/copilot-use-cases/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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Envisioning the Future of Work: Build No-Code AI Agents in Copilot Studio

C5 Insight April 28, 2025 11:49 pm

Microsoft Copilot and Agents are transforming thousands of companies around the world. During this webinar, you'll follow along as Kody Wildfeuer from Microsoft and Jordan Loeffler from C5 Insight demonstrate how to build two Copilot Agents. 1. Kody will start by sharing step-by-step instructions on how to build a Prompt Creator Agent directly within Microsoft Teams--all you need is copy and paste skills! Request the slides for links to his prompts. 2. Jordan will then show you how to build a Knowledge Agent in Copilot Studio for a Call Center team. The webinar concludes with a panel discussion led by Traci Winter from C5 Insight, asking our speakers to answer questions from the audience. Request the presentation slides: https://c5insight.com/slides/ 01:45 Introductions 02:30 Explaining the difference between Microsoft Copilot(s) and AI Agents 05:26 What is an Agent? 07:00 Creating a Prompt Creator Agent in Microsoft Teams with Kody Wildfeuer from Microsoft 25:25 Creating a Service Agent in Copilot Studio ​33:30 6 Segments of Copilot Agent capabilities 34:15 Why digital transformations fail (and what you need to ensure implementation success) 36:00 People-centric AI adoption Powered by LUCK™ 36:45 2 ways to get started with AI, Copilot, and Agents 37:35 Expert roundtable Q&A 37:50 Q: How can I make the Summary Agent responses more complete and accurate? 45:22 Q: What licensing is required for creating Agents and using Copilot in Microsoft business apps? 51:47 Upcoming event promos: 365 Leadership Summit (c5in.co/leader) and Community Summit NA 2025 52:39 Reach out to C5 Insight (c5in.co/contact) or request today's slides (c5in.co/slides) Download +100 Copilot Use Cases: https://c5insight.com/copilot-use-cases/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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2 No-Code Microsoft Copilot Agents You Can Build Today (Prompts Provided!)

C5 Insight April 18, 2025 11:00 am

Leaders in change management have found that establishing a Center of Excellence (CoE) can be a critical step in successfully driving changes in behavior, thinking, and culture. In this webinar, Microsoft MVP Geoff Ables shares how CoEs have effectively driven change around CRM, digital modernization, analytics, business intelligence, and citizen developer---and the crucial role they'll play in driving the adoption of AI at work. 00:30 A tale of two companies: one that successfully navigated a digital transformation (IBM) and one that didn't (Kodak). 03:49 Geoff Ables introduces himself 04:15 Pitfalls of traditional digital transformation projects 07:04 Statistics around current digital transformations (AI, Big Data, Low code, etc.) 08:07 6 realities of today's digital transformation projects 09:09 Misconceptions about change (it takes longer than you think) 11:53 What is a Center of Excellence (CoE)? 14:17 3 Components of an effective CoE 17:26 Component 1 - Reactive services 18:00 Component 2 - Projects 19:40 Component 3 - Proactive activities 23:32 Closing thoughts on change and CoEs 26:18 Invitation to 365 Leadership Summit 2025 Request the presentation slides: https://c5insight.com/slides/ Learn more about C5 Insight's LUCK 365 Center of Excellence Plans: https://c5insight.com/services/luck-365-plans/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
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Creating a Center of Excellence (CoE): The Key to Successful Digital Transformation

C5 Insight March 14, 2025 5:42 pm

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Digital Transformation Powered by LUCK™

LUCK is more than a clever acronym; it's C5 Insight’s proven methodology for aligning your people, processes, and platforms to drive measurable progress.

Powered by LUCK™ is how we do what we do at C5 Insight: accelerating business results through people-centric, AI-powered digital transformation.

Listen

Capture feedback from employees and leadership through structured interviews, surveys, workshops, and ride-alongs.

Understand

Analyze what's heard to identify gaps, address pain points, and suggest solutions that align technology with business goals. 

Connect

Connect people with platforms and processes that build user buy-in to ensure meaningful engagement and drive adoption.

Know

Put knowledge into action, sharing the results and giving your people a voice to continuously improve the score together.