Microsoft 365 Copilot Extensions

Custom Copilot Agents for Your Enterprise Workflows

Microsoft 365 Copilot becomes dramatically more useful when it's connected to your business data and tuned for your specific workflows. We build the extensions that make it yours.

Extension Types We Build

Four ways to extend Microsoft 365 Copilot — each suited to different use cases, data sources, and deployment timelines.

Declarative Agents

1–2 weeks

Purpose-built Copilot agents scoped to a specific business function — with custom instructions, knowledge sources, and curated tool access. No full agent service required.

Example use cases

HR policy advisorProcurement assistantLegal clause checker

API Plugins

2–3 weeks

Connect Copilot to your internal APIs so users can query live business data, trigger workflows, and update records — all from natural language in Teams or Outlook.

Example use cases

CRM opportunity lookupInventory availability checkTicket status queries

Message Extensions

1–2 weeks

Surface contextual cards, search results, and action buttons inside Teams conversations and Outlook emails — bridging Copilot with your business applications.

Example use cases

Deal card from SalesforceJira ticket insertProduct catalog search

Graph Connectors

2–4 weeks

Index your enterprise knowledge sources into Microsoft 365 semantic search so Copilot can reason over your internal docs, wikis, and databases with full citations.

Example use cases

Confluence knowledge baseSharePoint intranetCustom SQL data

Department-Specific Copilot Extensions

Purpose-built extensions for the teams where Copilot drives the most ROI.

HR Copilot Extension

Employees ask Copilot policy questions, request time off, check benefits, and get onboarding guidance — all from Teams, grounded in your actual HR documents.

40% reduction in HR ticket volume
Policy answers in seconds vs. days
Works in Teams, Outlook, and M365 Chat

Finance

Finance Copilot Plugin

Finance teams query live ERP data, summarize spend reports, and generate budget variance narratives directly inside Excel and Teams — no context switching.

Real-time ERP queries from natural language
Auto-generated variance summaries
Integrated with SAP, Oracle, and Dynamics

Legal

Legal Clause Checker

Contracts uploaded to SharePoint are automatically reviewed by a declarative Copilot agent that flags non-standard clauses and surfaces precedent examples.

First-pass contract review in minutes
Clause library grounded in your playbooks
Escalation to legal team with flagged sections

Operations

Operations Workflow Agent

A declarative agent embedded in Teams that lets ops teams create work orders, check asset status, and escalate incidents — all without leaving their chat interface.

Work orders created from natural language
Asset status from IoT and ERP live feeds
Incident routing with context attached

6-Week Delivery Model

From scoping to production Copilot extension in 6 weeks — with a governed, tested handoff at the end.

Discovery— Week 1

Map target business function and user workflows
Identify data sources, APIs, and knowledge stores
Define success criteria and pilot scope

Build— Weeks 2–4

Develop extension type (declarative agent, API plugin, or connector)
Connect to enterprise data sources with Entra ID auth
Prompt engineering and grounding configuration

Test & Govern— Week 5

Content safety and hallucination testing
Entra ID permission review and RBAC setup
End-user acceptance testing with pilot group

Deploy & Enable— Week 6

Production deployment via Teams Admin Center
Admin guide and end-user training materials
Monitoring setup with usage telemetry

What would Copilot do for your team?

In a 30-minute call we can scope an extension for your highest-priority workflow, estimate the build timeline, and tell you exactly what data and API access you'll need.