ClarityArc • Copilot Services

Scale productivity with Microsoft Copilot.

Use in Word, Excel, Teams, and Outlook. Govern data. Track results.

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Why Copilot

Copilot brings AI into Microsoft 365. It grounds answers in your work through Microsoft Graph and the semantic index. It respects your permissions and your labels. It runs inside the apps your team already uses.

Grounded in your tenant

  • Microsoft Graph supplies user context, files, mail, calendar, chats, and meetings under the user’s access.
  • Semantic Index maps your content so prompts hit the right items with better recall.
  • Graph Connectors extend reach to third-party sources you choose.

Built-in governance

  • Microsoft Purview sensitivity labels and encryption carry through to Copilot.
  • DLP can block Copilot from summarizing files with high-risk labels.
  • Data residency and auditing align with enterprise controls.

Productivity in the apps

  • Word/PowerPoint: draft, transform, source from files you select.
  • Excel: analyze, build pivots, propose formulas and steps.
  • Outlook/Teams: summarize threads, meeting recap, action lists, Microsoft 365 Chat.

Extend with Copilot Studio

Build task-specific copilots and actions. Use your Power Platform connections and data policies. Route through Dev/Test/Prod. Keep one control plane for access, auditing, and retention.


Copilot & Process

We align Copilot to clear process steps. We define inputs, outputs, owners, and controls. We remove noise so prompts stay tight and outcomes stay repeatable.

Design

  • Map the value stream and handoffs
  • Pick moments where Copilot adds speed or quality
  • Write prompt patterns for each step and role

Control

  • Labels, DLP, and access scopes for each library
  • Connector allow lists and Graph scopes
  • Review gates and evidence capture

Measure

  • Active use by app and role
  • Cycle-time deltas and rework
  • License utilization and ROI

Our Services

Govern

  • Enterprise Copilot guardrails and risk register
  • Purview labels, DLP, retention, and access reviews
  • Connector policy and data boundary design

Enable

  • Role playbooks for Word, Excel, PowerPoint, Outlook, Teams
  • Prompt libraries tied to process steps
  • Adoption dashboards and success criteria

Embed

  • Integrate Dynamics 365 and line-of-business data through Graph Connectors
  • Build task copilots and actions with Copilot Studio
  • Dev/Test/Prod promotion and change control

Case Study: AI Strategy — Microsoft Copilot

The client bought Microsoft Copilot licenses. Adoption stayed ad hoc. We set an enterprise strategy and governance program. We reviewed license use, spoke with users across functions, and mapped the best use cases. We built a roadmap that linked Copilot to outcomes in sales, finance, and IT.

  • Guardrails through Purview labels, DLP, and access reviews
  • Role playbooks and prompt libraries for core processes
  • Adoption and impact tracked in Power BI

Read the project summary