Microsoft Copilot Rollout and Custom Agents for an 18-Person Organization
An 18-person organization wanted Copilot in daily use, not just licensed. NetSys prepared the tenant, rolled Copilot out to every seat and built custom agents for the workflows the team runs most.
Buying Copilot licenses is the easy part. The organization needed the tenant ready for it, with permissions that would not surface the wrong documents to the wrong people, a rollout that reached all eighteen people rather than the two who volunteered, and agents that did something specific for the business instead of generic chat.
The approach
Tenant readiness
We reviewed SharePoint and OneDrive permissions, sensitivity labels and sharing settings before enabling Copilot, so the assistant could only surface what each person was already entitled to see.
Rollout to every seat
Licenses were assigned across the organization with hands-on sessions by role, so people learned Copilot in the apps they use every day rather than in a demo.
Custom agents
We built custom agents for the organization's recurring workflows, grounded in its own data and scoped to the tasks they exist for.
Support and iteration
NetSys stayed on to adjust the agents as the team used them and to keep the tenant configuration in step with the rollout.
- Microsoft 365 Copilot
- Custom Copilot agents
- SharePoint and OneDrive permission review
- Microsoft Purview sensitivity labels
- Role-based training sessions
What changed
- All eighteen people licensed and working in Copilot inside the apps they already use
- Custom agents in place for the organization's recurring workflows
- Tenant permissions reviewed before Copilot could surface anything
Client anonymized. This write-up is limited to the scope NetSys delivered; no outcome figures were measured for publication.
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