Optimize Microsoft 365 usage with Copilot M365 & Copilot Studio

This use case illustrates how IT Systèmes helped a customer set up a structured, secure and governed approach based on Copilot.

Contents :

Example H2

A new era in productivity with Copilot

The arrival of Copilot M365 ushers in a new era for productivity: accelerated authoring, intelligent summarization, task automation and personalized assistance across all Microsoft 365 applications (Teams, Outlook, Word, Excel, PowerPoint...).
At the same time, Microsoft Copilot Studio now enables organizations to create their own intelligent agents, capable of automating business processes, interacting with internal data and orchestrating end-to-end actions.
To take full advantage of these two dimensions, Copilot M365 for users and agentic via Studio for business processes, it is necessary to adopt a structured, secure and governed approach.

Customer challenge: to adopt Copilot safely and successfully

The customer wanted :

Deploying Copilot M365 smoothly
Securing access to data used by Copilot
Identify high-value use cases
Gradually develop agents via Copilot Studio to automate certain internal processes
Support your teams to integrate these new uses naturally

Our approach: building a coherent, governed AI strategy

Analyzing and understanding usage

We began by analyzing the real uses of Microsoft 365 and business needs:

Identifying irritants in current workflows
Understanding which tasks can be accelerated by Copilot M365
Identify repetitive or manual processes that can be automated via agents
Mapping critical data to validate governance and confidentiality

Copilot & Agentique strategy design

Section 1 - Copilot M365

We have built a coherent framework for the adoption of Copilot :

Access activation, configuration and management
Optimization of data sources (SharePoint, OneDrive, Teams)
Rules of governance and confidentiality
Best practices for maximizing the quality of Copilot responses

Section 2 - Agentique with Copilot Studio

At the same time, we designed the first wave of internal agents:

Definition of use cases (HR, IT, finance, support, etc.)
Agent design: role, scope, accessible data, authorized actions
Configuration of connectors, orchestrations and automations
Safety framework, compliance rules and best practices

The aim is to enable Copilot M365 to help employees, and Studio agents to automate processes.

Deployment & integration

Copilot M365 gradually rolled out to users
First Copilot Studio agents deployed in pilot environment
Integration of agents in M365 applications (Teams, SharePoint, etc.)
Functional testing, security validation, optimization of prompts and actions
Supporting business teams in adopting scenarios

Adoption & upgrading

Business workshops to find out how Copilot can speed up your daily routine
Dedicated training to learn how to design or improve agents
Customized documentation: best practices, security, governance
Feedback sessions and ongoing adjustments

Results

Rapid, natural adoption of Copilot M365
Automate tasks and processes with Copilot Studio agents
Concrete productivity gains (writing, synthesis, analysis, support)
Controlled governance: secure data, certified access, clear framework
Greater internal capacity to develop or create new agents
An organization ready to exploit the Copilot ecosystem over the long term

‍

The latest use cases

All our use cases

Contract analysis agent: automating legal contract review

This use case presents a contract analysis agent capable of automatically comparing a contract to your internal legal templates and standards. It enables legal departments and law firms to drastically reduce analysis time, improve review consistency, and focus on the real issues at stake in negotiations.

Level 1 Helpdesk Agent: automating recurring IT support

This use case presents a Level 1 Helpdesk agent integrated with Microsoft Teams, capable of automatically handling recurring IT requests (passwords, access, messaging, VPN). It enables internal IT teams and IT managers to significantly reduce ticket volume, speed up resolutions, and improve user satisfaction.

Employee onboarding agent: automate the arrival of new employees

This use case presents an employee onboarding agent capable of automating all IT tasks related to the arrival of a new employee (accounts, licenses, access, communications). It enables IT departments in SMEs and mid-market companies to significantly reduce the time spent on onboarding, limit errors, and improve the experience of new employees from day one.