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Copilot Studio agents that take routine work off your team.

With Microsoft Copilot Studio, you build your own AI agents that answer questions and handle recurring processes on their own. NAVAX plans, builds and runs them with you.

Employee with a headset in front of several monitors in the office
Hands on the keyboard of an open laptop
Trusted by companies including
Microsoft Solutions PartnerISO 27001 zertifiziert (Information Security Management)
At a glance

What is Microsoft Copilot Studio?

Copilot Studio is a low-code platform from Microsoft for creating, testing and publishing your own AI agents. The agents draw on your company knowledge, carry out actions in your systems and run in places such as Microsoft Teams, websites or Microsoft 365 Copilot.

Who
NAVAX, a Microsoft partner for Dynamics 365 and Business Central.
What
Design, development and operation of AI agents with Microsoft Copilot Studio.
For whom
Companies that use Microsoft 365, Dynamics 365 or Business Central and want to hand routine work to AI.
Result
An agent that takes over a specific everyday process, with clear permissions and a measurable goal.
Why NAVAX
NAVAX uses a Copilot Studio agent itself, the NAVAX Buddy, and knows the ERP and CRM systems your agents connect to.
Challenges

Three problems AI agents solve.

Knowledge nobody can find, requests that repeat every day, and pilots that never reach daily work. Here is what NAVAX does in these cases.

  1. “Where do I find that?”

    Today

    Your knowledge is spread across SharePoint, Teams, Jira and manuals. New employees would rather ask colleagues than spend a long time searching.

  2. The same requests, again and again

    Today

    Sales, service and accounting answer similar questions every day about delivery dates, stock levels or open invoices.

  3. The AI pilot is going nowhere

    Today

    Copilot has been tested, but no agent is used day to day. Usually there is no clear use case, or nobody knows who may build and approve agents.

In practice

NAVAX uses Copilot Studio itself.

The NAVAX Buddy is NAVAX’s internal AI agent in Microsoft Teams.

  1. In-house project
    NAVAX Buddy
  2. Before

    Company knowledge spread across SharePoint, Jira and other sources.

  3. Solution

    An agent built with Copilot Studio and Azure AI Search, right in Teams.

  4. Result

    Ask a question in the chat, get an answer in seconds. Sales has its own CRM Buddy.

For whom

Is an AI agent right for you?

Being honest up front saves both sides time. If more of the right-hand column applies, NAVAX will tell you so in the first conversation.

Tap the statements that apply to you.

A good fit if …

Another route is better if …

Your result
Nothing selected yet.

Select the statements above that apply to you. This is where you will see whether a conversation is worth it.

Use cases

What can an agent do in your department?

Choose your area. Examples of how Copilot Studio agents answer questions and take over processes there, and which building block gets you there.

Video call on a laptop, a person’s shoulder in the foreground
Use cases for
Sales & inside sales

  1. Delivery date and stock level in the chat

    Copilot Studio

    The agent pulls the answer directly from Business Central or Dynamics 365, instead of someone having to look it up in the system and reply.

    Service: Build and connect agents

  2. Draft quote as a follow-up step

    Dynamics 365

    From a request, the agent prepares a draft quote. Approving and sending it stays with your team.

    Service: Build and connect agents

  3. React when an order comes in

    Business Central

    A trigger in the system starts the agent without a chat, for example as soon as a new order arrives.

    Service: Build and connect agents

Examples of what is possible with Copilot Studio, not a commitment for your project. NAVAX clarifies which case pays off for you in the AI workshop.

Services

What NAVAX builds for you.

Microsoft 365 Copilot is the ready-made assistant in Word, Excel, Outlook and Teams. Copilot Studio is the platform you use to build your own agents for your processes. Every agent consists of knowledge (documents, websites, databases), tools (actions in Business Central, Dynamics 365 or other systems) and triggers (a chat message, a new email, an event in the system). That way, an agent can act without a chat, for example when an order comes in.

  • Two people talking at a round meeting table with a laptop

    Find the right use case

    In the four-hour AI workshop (formerly the envisioning workshop), NAVAX works with your departments to collect the processes where an agent adds the most value and rates them by effort and benefit. You receive a roadmap with a management summary.

    More on AI consulting
    AI workshopRoadmap
  • Developer at several monitors with program code, a colleague in the background

    Build and connect agents

    NAVAX builds the agent in Copilot Studio, connects it to SharePoint, Microsoft 365, Business Central, Dynamics 365 or your own systems and publishes it where your team works: in Teams, on your website or in Microsoft 365 Copilot. For extensive processes, NAVAX uses the Power Platform; for custom AI models, Microsoft Foundry.

    More on the Power Platform
    Copilot StudioPower PlatformMicrosoft Foundry
  • Three colleagues standing in front of a moss wall

    Run securely and enable your team

    NAVAX defines who may build, test and approve agents and continuously evaluates usage and answer quality. So that your team uses AI safely and the AI literacy requirement under Article 4 of the EU AI Act is met, NAVAX offers suitable AI training.

    More on AI training
    GovernanceAI training
Process

How your project works.

Four steps from the first alignment to an agent in daily use.

  1. 1

    Initial alignment

    A short conversation or a questionnaire about your starting point, your systems and your goals.

    What you have afterwards

    A shared picture of where you stand and what should change.

  2. 2

    AI workshop

    Four hours with your departments: collect use cases, rate them and choose the first one.

    What you have afterwards

    A roadmap with a management summary and the first use case.

  3. 3

    Prototype

    NAVAX builds the agent for this use case and tests it with a small group from your team.

    What you have afterwards

    An agent your team has tried out, and the basis for approval.

  4. 4

    Rollout and operation

    Approval, a short training for users, then ongoing evaluation and improvement.

    What you have afterwards

    An agent in daily use, with clear permissions and evaluated usage.

NAVAX in numbers

We don’t just implement. We stay.

NAVAX builds its own software and has been running it for years. That is why we know what a system has to withstand in its tenth year.

30
Years in business
330
People
1,000+
Projects
8 locations in Austria and Germany
Microsoft Solutions PartnerISO 27001 certified (Information Security Management)
Microsoft Solutions Partner for Business Applications. ISO 27001 certified.
FAQ

Frequently asked questions about Copilot Studio.

What people often ask before a first conversation. If your question is missing, ask NAVAX directly.

What is Microsoft Copilot Studio?

Copilot Studio is a low-code platform from Microsoft for creating, testing and publishing your own AI agents. The agents draw on your company knowledge, carry out actions in your systems and run, for example, in Microsoft Teams, on websites or in Microsoft 365 Copilot. Copilot Studio is the successor to Power Virtual Agents.

What is the difference between Copilot and Copilot Studio?

Copilot is a ready-made AI assistant; Copilot Studio is the tool you use to build your own agents. Microsoft 365 Copilot supports individual people in Word, Excel, Outlook and Teams. With Copilot Studio, you create agents for specific processes, such as customer requests, HR questions or orders, and can also extend Microsoft 365 Copilot with them.

How much does Microsoft Copilot Studio cost?

The cost depends on how heavily your agents are used. Microsoft bills Copilot Studio through Copilot Credits, either as a monthly capacity pack for the whole company or pay-as-you-go through an Azure subscription. How many credits an agent needs depends on the number of conversations and the type of actions. Whether additional licenses are needed also depends on whether your users already have Microsoft 365 Copilot. NAVAX estimates the requirement together with you.

What is the difference between Microsoft Copilot and Microsoft 365 Copilot?

Microsoft Copilot is Microsoft’s general AI chat; Microsoft 365 Copilot is the add-on license for businesses. It works directly in Word, Excel, Outlook and Teams and draws on your emails, files and meetings, always within your existing permissions.

Is Microsoft Copilot better than ChatGPT?

For working with company data in Microsoft 365, Copilot is usually the better fit. Copilot works within your Microsoft 365 environment, respects existing permissions and is covered by Microsoft’s data protection commitments for business customers. For general tasks such as drafting text or collecting ideas, both tools work.

Can you build AI agents without coding skills?

Yes, simple agents can be built in Copilot Studio without coding skills. You describe in natural language what the agent should do and connect knowledge sources with a click. As soon as an agent accesses ERP data or carries out actions itself, it takes experience with interfaces, permissions and testing.

What does the EU AI Act require of companies that use AI agents?

Since February 2, 2025, companies must ensure that employees who work with AI systems have sufficient AI literacy (Article 4 of the EU AI Act). Depending on what an agent is used for, further obligations may apply. Which ones apply to your case is best clarified together with your legal counsel.

Ready for your first AI agent?

Tell NAVAX which process costs your company the most time. NAVAX will tell you whether an agent is suitable for it and what the first step looks like.

Read on

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