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Beyond Key

Next-Gen Productivity, Powered by Microsoft Copilots Agents

Automate tasks, unlock insights, and streamline processes with intelligent AI agents.

  • Conversational AI & Chat Interfaces
  • Real-Time Data Integration
  • Workflow Automation
  • Document Intelligence
  • Enterprise-Grade Security
Unlock AI potential
Microsoft Copilots Agents

Smarter Workdays Start with
Microsoft 365 Copilot Agents

At Beyond Key, we help businesses unlock the true potential of AI through intelligent Microsoft Copilot Custom Agents, your digital assistants built to simplify workflows, boost productivity, and drive faster decisions across your enterprise. Whether you need a sales copilot, support assistant, or an internal knowledge agent, we can help you build custom AI Agents in Microsoft Copilot tailored to your goals—fully secure, scalable, and enterprise-ready.

Designed to seamlessly integrate with your tools and data, our Microsoft Copilot workflow automations are powered by advanced AI and LLMs, enabling you to:

  • Automate repetitive tasks and data retrieval
  • Understand and summarize complex documents instantly
  • Interact with enterprise systems using natural language
  • Extract insights from structured and unstructured data
  • Connect across Microsoft 365, Dynamics, CRM, ERP, and more
Microsoft 365 Copilot Agents
Microsoft 365 Copilot Agents

We Don't Just Sell AI—
We enable Copilot Agents Work for You

We're not just another Microsoft partner selling Copilot licenses. We're the team that helps you build agents in Copilot Studio to deliver real business results that your team will actually use and your leadership will see in the bottom line.

  • We can connect Microsoft Copilot Agents to pretty much any data source you have
  • We test for AI bias and keep things transparent
  • We can combine Copilot with custom AI models for specialized needs
  • We don't just use Microsoft Copilot Agent Builder —we help your team embrace the change
Get Your AI Roadmap

Copilot for Microsoft 365

Work with Microsoft Copilot Agents across your Microsoft ecosystem including SharePoint, Teams and PowerApps

We've helped businesses transform how they work with documents, meetings, and emails using AI—from legal teams automating contract reviews to finance departments cutting report creation time in half.

Agent Type Microsoft Copilot Agents Capabilities
Email Agent Automatically categorizes and responds to routine inquiries. Draft responses using approved templates and tone guidelines
Document Agent Generate contracts/proposals by pulling clauses from your legal database. Manage version control and routes documents for approvals
Scheduling Agent Coordinate meetings across time zones based on attendee priorities Prepare briefing documents before each meeting

Implementation Expertise

Copilot Agent Training

Copilot Agent Training

Copilot Approval Workflows

Copilot Approval Workflows

Copilot Compliance Monitoring

Copilot Compliance Monitoring

Microsoft Copilot Agent Blueprinting

Microsoft Copilot Agent Blueprinting

Data Grounding

Data Grounding

Behavior Tuning

Behavior Tuning

Design Your Microsoft 365 Copilot Agent with Beyond Key

Copilot for Power Platform

Connect and Build Everything with Low-Code/No Code Apps

We connect Copilot to all your Microsoft Business applications—even the legacy
ones nobody wants to touch—creating workflows that feel like magic but are just smart integration.

Track revenue cycle metrics

Process Automation Agent

Analyze profitability by payer/patient type

Data Agent

Track revenue cycle metrics

Virtual Agent Pro

Microsoft 365 Copilot Agents

Key Capabilities of Power Platform Copilots

  • Continuously monitor workflows for optimization opportunities
  • Automatically diagnose and repair broken flows using pattern recognition
  • Answer natural language queries about Power BI datasets
  • Proactively surfaces data anomalies and insights
  • Handle multi-step customer service scenarios by accessing CRM, ERP, and SharePoint knowledge bases
  • Provide full conversation context when escalating to human agents

Our Technical Edge

AI Agent Connectors

AI Agent Connectors

AI Agent Analytics

AI Agent Analytics

Hybrid AI Agents

Hybrid AI Agents

Book a Quick Copilot Agents Microsoft Assessment

Microsoft Copilot Agents for MS Dynamics 365

Make Your CRM Actually Work with Microsoft Copilot workflow automation

Your Dynamics 365 CRM should help your team sell and serve, not just be another system to update. We train Microsoft Copilot Agents to enhance what your people do, not replace them.

Microsoft Copilot Custom Agents for Dynamics 365 & ERP Systems

Agent Type Core Capabilities
Sales Agent Identify at-risk deals using predictive analytics Recommend intervention strategies (e.g., discounts, follow-ups)
Service Agent Resolve common support tickets (password resets, order status) Prepare case summaries for escalations
Operations Agent Predict supply chain risks (delays, shortages) Auto-generate POs and vendor communications
Microsoft 365 Copilot Agents

Key Features of Dynamics 365 Copilots

  • Auto-log call/email notes into CRM
  • Suggest next-best actions
  • Sync with Outlook/Teams
  • Integrate with knowledge bases
  • Learns from past resolutions
  • Multilingual support
  • Connects to ERP inventory data
  • Suggest alternate suppliers
  • Update logistics systems

Why People Choose to Work With Us?

  • We Know Microsoft Inside Out – After 15+ years as a Microsoft Partner and thousands of deployments, we've seen it all (and fixed it all)
  • We've Got Your Industry Covered – We've built Copilot templates specifically for healthcare, finance, and manufacturing so you don't have to start from scratch
  • We Make Sure People Actually Use It – The best AI in the world is useless if your team reverts to old habits—our adoption program handles the human side of tech change
  • We Keep You Compliant and Secure – Sleep better knowing your AI implementation meets GDPR, HIPAA, and SOC 2 standards
Schedule a Microsoft-certified assessment of your agent readiness
Why People Choose to Work With Us?
Why People Choose to Work With Us?

Why Our Copilot Agents?

  • Microsoft Copilot Agent Specialization: We build purpose-trained agents for sales, support, operations and more Copilot Studio Expertise- Build Agents in Copilot Studio
  • Continuous Learning: Agents improve through user feedback and data patterns
  • Action-Oriented: Beyond suggestions -Our Microsoft Copilot Agents execute tasks in your systems
  • Governance Framework: Full control over agent permissions and data access

Simple Ways to Get Started with Microsoft Copilot Agents

Quick Assessment

Quick Assessment

We'll show you exactly where Microsoft Copilot Agents can make the biggest impact

Starter Package

Starter Package

Try AI Agents un Microsoft Copilot with a small team for 30 days with full support

Full Rollout

Full Rollout

A complete Copilot Agent in action with everything you need to succeed

Let's Transform Your Business with Microsoft Copilot

Contact Us

Use the contact form below for any questions or requests related to our services.

   

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