Prepare your tenant for Microsoft Copilot, build Copilot Studio agents for real workflows, and connect them to SAP, NetSuite, Salesforce, HubSpot and your own applications over MCP. Licenses stay with Microsoft or your reseller. We do the readiness, build and training work.
US-based leadership. International delivery. Your team, enabled. Product facts checked September 26, 2026 by Pravin Bansal, Co-founder & CEO.
“Get me ready for the next customer conversation.”
Illustrative workflow. Connections and actions are designed around your permissions and project scope.
Works with the business you’ve already built.
CHOOSE THE RIGHT STARTING POINT
Microsoft now calls Microsoft 365 Copilot “Microsoft Copilot” and Microsoft 365 Copilot Chat “Microsoft Copilot Chat”. The products overlap, so we map each workflow to the smallest one that does the job.
| Option | Best for | What to know |
|---|---|---|
| Microsoft Copilot Chat | A secure AI chat for every eligible Microsoft 365 user, grounded mainly in web data. | Included with eligible Microsoft 365 licenses. Uses work content the user supplies; agents that use organizational data are pay-as-you-go. |
| Microsoft Copilot (add-on) | People who live in Outlook, Teams, Word and Excel and need answers from their own mail, files and meetings. | Formerly Microsoft 365 Copilot. A per-user add-on to a qualifying Microsoft 365 plan, and included in Microsoft 365 E7. Respects existing permissions. |
| Microsoft Copilot Cowork | Delegating tasks such as emails, meetings and documents across Microsoft 365. | The user approves each action before it happens. Available to Microsoft Copilot license holders through usage-based billing. |
| Copilot Studio | Agents and workflows that use your knowledge sources and act in other systems. | Low-code. Connects through prebuilt and custom connectors and MCP servers. Consumption is metered in Copilot Credits. |
| Microsoft Agent 365 | Organizations that need one registry and control plane for many agents. | Generally available since May 1, 2026 and licensed per user. Works with Entra, Purview and Defender to observe, govern and secure agents. |
| Microsoft Foundry | Developer teams building custom agents and applications on Azure. | Models from Microsoft, OpenAI, Anthropic, Meta and others, with tracing, evaluations, RBAC and networking under one Azure resource provider. |
Licensing terms change often. We review your agreement and Microsoft’s current documentation with your administrator before we scope the work.
FROM POSSIBILITY TO PRACTICE
Start with a rollout, a connection, or a workshop. Bring us in where you need us. We’ll help your team take it from there.
Begin with a readiness assessment covering licensing, Entra ID and Conditional Access, SharePoint permissions and Purview labels. Then pick one workflow and decide whether it belongs in Microsoft Copilot, a Copilot Studio agent or custom code on Microsoft Foundry.
A useful first workflowConnect Copilot to Salesforce, SAP, NetSuite, HubSpot and your own applications. We build custom MCP servers and API integrations around the access and actions you need.
Your systems, connectedWe set up Copilot Studio environments, data policies and connections, register your MCP servers and publish agents to Teams and Microsoft Copilot for a pilot group. Monitoring uses Purview audit logs and the admin centers your team already runs.
A path into productionSeparate tracks for Microsoft 365 admins, Power Platform makers and developers: readiness and oversharing controls, agent design in Copilot Studio, MCP servers with OAuth, and testing with restricted accounts. Independent training, not Microsoft certification.
A team that can own itCOPILOT READINESS
Microsoft Copilot only shows people content they can already open. That makes existing permissions the main risk. This is the checklist we work through with your admins, based on Microsoft’s deployment guidance.
Confirm that each pilot user has a qualifying Microsoft 365 plan for the Copilot add-on, or Microsoft 365 E7, which includes it. Check which Purview features need additional licenses.
Enforce multifactor authentication and review Conditional Access policies before assigning licenses. Microsoft recommends a test environment and a pilot group first.
Find sites with broad access and fix them. SharePoint Advanced Management and Restricted Content Discovery can keep sensitive sites out of Copilot responses while the review runs.
Purview sensitivity labels and DLP policies can stop Copilot from summarizing protected files. Turn on unified audit logging so Copilot activity can be reviewed.
BEYOND MICROSOFT 365
Copilot Studio agents can call MCP servers as tools. That is how an agent reaches SAP, NetSuite, Salesforce, HubSpot or an in-house application under the rules your team already enforces.
Copilot Studio supports the Streamable HTTP transport and dropped SSE after August 2025. It uses MCP tools and resources, not prompts, and needs generative orchestration turned on.
A server can use no authentication, an API key in a header or query string, or OAuth 2.0 with dynamic discovery, dynamic registration or manual setup. We prefer OAuth so each user’s own permissions apply.
MCP tools rely on Power Platform connectors, so blocking a connector in a data policy also blocks its MCP tools. Admins can review an agent’s connector dependencies before it is published.
To bring outside content into Microsoft Copilot itself, a synced connector indexes it into Microsoft Graph, while a federated connector fetches it live over MCP without copying it.
AGENT GOVERNANCE
Once makers can publish agents, someone needs to know what exists, who owns it and what it can reach. Microsoft spreads these controls across several admin centers, so we map them for your team.
Admins can enable, block, assign or remove agents in the Microsoft 365 admin center. Agent 365 adds a registry that covers agents wherever they were built.
Environment routing gives makers a safe place to build. Data policies in the Power Platform admin center govern knowledge sources, connectors, HTTP requests and publishing channels.
Copilot Studio activity is logged in Microsoft Purview. Admins can monitor Copilot Credit use and set pay-as-you-go caps.
With Agent 365, Copilot Studio agents can be represented as Microsoft Entra identities and governed with Conditional Access and access governance workflows.
YOUR SYSTEMS. ONE USEFUL CONVERSATION.
Orders, invoices and customer records often live in SAP, NetSuite, Salesforce or HubSpot. We connect them to Copilot Studio through MCP servers and Power Platform connectors, and write down each tool’s permissions before it goes live.
A connection that lets AI use your tools. You choose what it can read, which actions it can request, and when a person needs to approve.
Native connectors where they fit. Custom APIs and MCPs where you need more.
CAPABILITY, WITH ACCOUNTABILITY
We build the controls into the workflow, then make them understandable to the people responsible for it.
Define who can connect, which records they can reach, and the permissions each tool needs.
Separate reading from taking action. Add approval steps to the changes your team needs to review.
Plan logs, monitoring, evaluation and support so your team can investigate issues and improve the workflow.
Hosting, data processing and retention depend on the chosen platform and configuration. We document these with your team before launch.
A CLEAR PATH FORWARD
Microsoft Copilot on a clean permissions base, with agents that reach the systems outside Microsoft 365 your teams depend on.
Choose a valuable workflow, understand your systems, and agree what success looks like.
Configure the platform, connect the right data, and test with the people who will use it.
Deploy the solution, run technical workshops, and put documentation and support in place.
Standalone technical workshops or hands-on training as part of your rollout.
HANDS-ON ENABLEMENT
Microsoft 365 administrators, Power Platform makers and developers
Separate Microsoft 365 Copilot adoption from building a custom Copilot Studio agent. Select the track around the licenses, tenant policies and applications your team actually uses.
Define an agent’s purpose, permitted knowledge and escalation path.
Connect an approved API or MCP server and test with a restricted user account.
Review environments, connection ownership and applicable Power Platform data policies.
Evaluate example conversations, publish to an agreed test channel and prepare support notes.
An agent exercise, environment checklist and evaluation scenarios. Exercises use an agreed sandbox. Platform licenses and production approval are separate.
THE TEAM BEHIND YOUR ROLLOUT
AIONDATA builds and operates its own software products. We bring that engineering perspective to your implementation, integration and training.
Meet your delivery teamCalifornia leadership and an engineering team in India. Working sessions and handover planned around your time zone.
Our delivery process brings clear scope, documented decisions and a practical handover.
Source code, documentation and ownership terms agreed in your project scope. Vendor licenses remain separate.
BEFORE WE BEGIN
A little clarity before the first conversation.
No. AIONDATA is an independent consultancy, not a Microsoft partner. Copilot licenses are bought through the Microsoft 365 admin center, your Microsoft account team or a Microsoft partner. We provide the readiness, build and training work around them.
Licenses switch the features on; they do not fix permissions. Copilot only surfaces content a user can already view, so an overshared SharePoint site shows up in answers. Most readiness work is identity, SharePoint cleanup, labels and a pilot plan.
Use Microsoft Copilot when people need help with their own mail, files and meetings. Build a Copilot Studio agent when a workflow needs specific knowledge, fixed steps or a system outside Microsoft 365. Many rollouts need both.
Microsoft Copilot is a per-user add-on to a qualifying Microsoft 365 plan. Copilot Studio agents and some Copilot features consume Copilot Credits, and Agent 365 is licensed per user. Our assessment, build and training fees are separate and agreed in writing.
Yes. Copilot Studio agents can use prebuilt or custom Power Platform connectors or an MCP server you register, and Copilot connectors can bring outside content into Microsoft Copilot. When those routes do not cover your objects or rules, we build a custom MCP server with OAuth and only the tools you approve.
By default, Power Platform reaches enterprise resources over public networks, from Azure IP ranges. Power Platform’s Azure Virtual Network support lets custom connectors reach services on a private network. We test the MCP connection over that path in your environment before committing to it.
Microsoft Copilot follows the data residency commitments in Microsoft’s Product Terms and the EU Data Boundary. Anthropic models inside Microsoft Copilot are currently excluded from the EU Data Boundary and are off by default for EU and UK customers. We record which models and features are on in your tenant.
With a readiness assessment and one pilot group. Microsoft’s guidance is to validate in a test environment, pilot with selected users and plan communications before a wider rollout. We add one agent with a clear owner once the basics hold.
Yes, as independent technical training rather than Microsoft certification. Admins cover readiness, data policies and audit. Makers build and test an agent, and developers build an MCP server with OAuth against a sandbox.
A named owner on your side, using the admin centers we configured: the Microsoft 365 admin center for agents, Power Platform for data policies and Purview for audit. We hand over runbooks, test cases and a change process.
LET’S MAKE IT USEFUL
Tell us where you are with Copilot. We’ll help you work out the right starting point.
Part of NVIDIA’s program for startups building with AI and accelerated computing.
About the program
Pravin’s experience includes Google and SmartBear. Sravan previously held leadership roles at JPMorgan Chase and First Republic Bank.
Meet the founders9110 Alcosta Blvd Ste H345, San Ramon, CA 94583
US-led delivery, with engineering in India. Supporting US and international organizations.No lengthy brief needed. We’ll work through it together.
AIONDATA provides independent implementation and consulting services. Product names belong to their respective owners.
