Microsoft 365 Copilot · AI agents · Microsoft Solutions Partner
Copilot agents connected to your ERP, CRM and SharePoint.
Copilot answers from the documents, permissions and systems it has access to. We structure the documents, set up role-based permissions and integrate the ERP and the CRM, then build agents that create and update records in these systems, with the user's approval.
Three conditions for accurate answers in Copilot.
- 01
Structured documents
Contracts and invoices have a document type and metadata and are filed in the record's folder. Copilot searches them by type, metadata and content.
- 02
Role-based permissions
Copilot shows only the content the signed-in user has access to. With permissions set by role, each employee gets answers from the content of their role.
- 03
Integrated ERP and CRM
Orders, stock and partners are recorded in the ERP and the CRM. Through the integration, the agent creates orders and updates partners from Teams.
What we deliver
The implementation, in four parts.
Documents with type and metadata
An AI model fills in the type and metadata of each document, and the user confirms them. The document is filed in the record's folder.
Role-based permissions
Access to content is set by role, through SharePoint governance.
ERP and CRM integration
Orders, partners and invoices are synchronised in both directions. The ERP stays the system of record.
Agents in Teams
The agent fills in the record in Teams and tracks its status, and the user approves it. The agent runs on Copilot or on Claude, on your data.
Control over the agent
Items and prices
The agent uses only your catalogue and the text entered by the user.
Choosing between options
The possible options are shown as buttons, and the user chooses.
Data access
The agent runs with the signed-in user's permissions.
Writing to systems
The record is saved only after the user confirms it.
Audit
Every proposal and every decision is recorded in the audit log.
Why Stadler & Partners
- SharePoint since 2005from Portal Server 2003 to SharePoint Online and Microsoft 365
- Governance since 2010permissions, taxonomy, retention and search, including at a European Union agency
- AI agent programmewon through a tender at a utilities company
The first step · 2 days · €4,900 + VAT, deducted from the project
AI hackathon: a Copilot pilot on your data
In two days we build an agent together in your tenant, for a process you choose.
- We pick the process that takes the most time.
- We build the agent in your tenant, with your users' permissions.
- You test the agent on real cases, with the users of the process.
- At the end you get the assessment: whether the agent is worth taking to production, what to prepare first and the fixed price of the implementation.
- If you sign the implementation contract within 60 days, the €4,900 is deducted in full from its price.
Questions
How is this different from a typical Copilot pilot?
In a typical Copilot pilot, licences are assigned and usage is measured afterwards. Here we build one agent on one process, in your tenant, with your users, and after two days you know whether it is worth taking to production and at what fixed price.
Do we need a Copilot licence for every user?
No. Agents can also run on consumption, and licences are chosen by the number of users and the volume of use. You can buy the Microsoft licences directly from us, as a CSP partner.
Is our data transferred outside our tenant?
No. The agent runs in your own Microsoft 365 and Azure, with the signed-in user's permissions.
What happens after the hackathon?
You get the fixed price for taking the agent to production. If you sign within 60 days, the hackathon is deducted in full from it. If the process is not a fit, we tell you directly and why.
Do you work only with Copilot?
We work on Microsoft 365 and Azure. The agent runs on Copilot or on Claude, depending on the process requirements and your policies.
Describe the process you want to automate.
In 30 minutes we establish whether the process can be automated with an agent and what to prepare first.
Thank you.
We will reply within one business day.