---
title: M365 Copilot AI Agents & Extensibility
description: Streamline your workflows with Dovetail's Microsoft 365 Copilot. Assess, train, and enhance AI capabilities across legal, risk, and operational areas for optimal performance.
---

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- Solutions
  
   Services 
  
    - [Copilot Readiness Assessment](https://dovetail.team/copilotreadinessassessment)
    - [Copilot Training](https://dovetail.team/ai-training)
    - [Purpose Built Agents](https://dovetail.team/agents)
    - [Copilot Extensibility](https://dovetail.team/copilotextensibility)
    - [Copilot for SharePoint & SPFx](https://dovetail.team/sharepoint)

   Agents 
  
    - [Contract Review](https://dovetail.team/contract-reviews)
    - [Contract Stress Test](https://dovetail.team/contract-stress-test-agent)
    - [Risk and Compliance](https://dovetail.team/compliance)
    - [Business Enabler](https://dovetail.team/business-enablement)
    - [Financial Crime](https://dovetail.team/fin-crime-assistant-agent)
    - [Custom Agents](https://dovetail.team/custom-agents)
- [Security](https://dovetail.team/security)
- [Blogs](https://dovetail.team/blog)
- About
  
    - [Company](https://dovetail.team/company)
    - [FAQ](https://dovetail.team/faq)
- [Support](https://dovetail.team/support)

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ASSESS - ACTIVATE - SCALE

# You have the platform.

# **Proving the value starts here.**

### *Microsoft 365 Copilot, made to work for your business.*

[Book a call](https://dovetail.team/request-a-demo-dovetail)

[Get the overview](https://dovetail.team/hubfs/Dovetail_copilotextensibility-1.pdf)

[Book a call](https://dovetail.team/request-a-demo-dovetail)

[Get the overview](https://dovetail.team/hubfs/Dovetail_copilotextensibility-1.pdf)

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## See How Dovetail Fits into Your Workflow

[Book a demo](https://dovetail.team/request-a-demo-dovetail)

## You made the right call on Microsoft 365.

## Here's what unlocking capability looks like:

- #### Contract Review
  
  <https://dovetail.team/contract-reviews>
- #### Copilot for SharePoint
  
  <https://dovetail.team/sharepoint>
- #### Financial Crime Prevention
  
  <https://dovetail.team/fin-crime-assistant-agent>
- #### Risk and Compliance
  
  <https://dovetail.team/compliance>
- #### Custom Agent
  
  <https://dovetail.team/custom-agents>
- #### Rapid deployment
- #### Business Enabler
  
  <https://dovetail.team/business-enablement>
- #### Contract Stress Test
  
  <https://dovetail.team/contract-stress-test-agent>

AI maturity

## Where are you on the AI maturity model?

Start

Stage 01

01

### Starting

Licences bought. 

Value unclear

Stage 02

02

### Experimenting

Pockets of use. 

No agreed best practice. 

Stage 03

03

### Aligned

Prioritised use cases.

Structured rollout.

Stage 04

04

### Scaling

Adoption across the team.

Governance in place. 

The goal

Stage 05

05

### Compounding

Custom agents.

Audit-ready by design.

 

### ASSESS

Find the AI value.

### ACTIVATE

Stop prompting. Start achieving.

### SCALE

Agents, tailored to your business.

Low maturity AI maturity High maturity

Phase 01 - Assess

## Find the AI value.

### "Where will AI pay off for us?"

 

The question every leadership team is asking. A focused engagement that answers it with evidence. 

[Learn more](https://dovetail.team/copilotreadinessassessment)

### ✓Readiness scorecard

Where are you on the maturity curve, and what's blocking the next step?

---

### ✓Environment evaluation

Your data, your licences, your governance.

---

### ✓Stack-ranked opportunity map

The highest-value use cases for your business, sequenced.

You leave with a plan, a number, and a starting point.

Phase 02 - Enable

## Harvest AI, don't just use it.

### Stop prompting. Start achieving.

 

Intermediate training that takes knowledge workers past the prompt and into repeatable business outcomes.

 

[Learn more](https://dovetail.team/ai-training)

### Beyond the prompt

Choose the right model, run structured research, explore Copilot Pages and Notebooks.

### In the tools you use every day

Copilot in Word, Excel, Outlook, and PowerPoint. Work directly with real files.

### Reusable by design

Leave with prompt templates and lightweight agents your whole team can share from day one. 

✓Hands-on training sessions

Built around the workflows your team actually run.

---

✓Model & agent selection playbook

So your team knows which tool fits which job.

---

✓A reusable library

Prompts and lightweight agents that compound across the team.

You leave with empowered staff, not just a course certificate.

Phase 03 - Scale

## Agents, tailored to your business.

Auditable, consistent, and grounded in your own content. Built on a standard governance model.

 

Ready-to-deploy agents from our library, or bespoke solutions tailored to your workflows using our proven components.

 

[Learn more](https://dovetail.team/agents)

![](https://dovetail.team/hubfs/icons/dovetail_icon1.png)

### [Risk and Compliance](https://dovetail.team/compliance)

- Standardise reviews across the team
- Every decision logged, audit-ready

![](https://dovetail.team/hubfs/icons/Group%2015-2.svg)

[HR](https://dovetail.team/custom-agents)

- Policy answers grounded in your handbook
- Assured answers for tricky line-manager calls

![](https://dovetail.team/hubfs/icons/Group%208.svg)

[Financial Crime](https://dovetail.team/fin-crime-assistant-agent)

- AML, KYC and sanctions: standardised
- Every check logged and audit-ready

![](https://dovetail.team/hubfs/icons/Group%209.svg)

[Contract Review](https://dovetail.team/contract-reviews)

- One-click summarise and risk-review
- Overall check - defined terms, proof, extract

![](https://dovetail.team/hubfs/icons/Group%2013-2.svg)

[Business Enablement](https://dovetail.team/business-enablement)

- Complete RFPs and security questionnaires faster
- Mark-ups checked against your playbook

![](https://dovetail.team/hubfs/icons/Group%2011-2.svg)

 

### [**Custom Agents**](https://dovetail.team/custom-agents)

Using our library of agent components we build agents that suit your workflows

You get agents that compound,  every one empowers your team to do more.

## *M365 Copilot Cowork*

The most powerful AI enhancement to date is already inside your tenant.

 We're ready to support you with custom skills, connectors, MCP servers, and training.

### Custom skills

Workflows shaped to your team — legal, risk, finance, HR.

### Connectors

Plug Copilot into the systems your work already lives in.

### MCP servers & training

Standards-based integrations and intermediate-level enablement.

## What our clients say about us

> "Dovetail quickly identified high-value use cases. Their support in developing tailored generative AI solutions has positioned our firm confidently at the forefront of legal innovation."
> 
> 
> 
> ![dean\_wilson\_llp\_logo](https://dovetail.team/hubfs/dean_wilson_llp_logo.jpeg)
> 
> James Chadburn
> 
> Managing Parter, Dean Wilson LLP

> “We partnered with Dovetail to help our client rapidly understand the true potential of AI, pinpoint exactly where it could add the most value, and identify how best to implement it for maximum business impact.”
> 
> 
> 
> ![intelligent\_delivery\_solutions\_logo-1](https://dovetail.team/hubfs/intelligent_delivery_solutions_logo-1.jpeg)
> 
> James Briers
> 
> Managing Director, IDS

> “Dovetail worked closely with our key stakeholders to shape a comprehensive AI delivery approach. Their expertise gave us a clear strategy to enhance customer experience and drive business growth.”
> 
> 
> 
> ![Image 6](https://dovetail.team/hubfs/Image%206.jpeg)
> 
> Nigel Beighton
> 
> Chief Technology Officer, Sunweb

## Security with Microsoft

Your data stays with you. 

[Learn More](https://dovetail.team/security)

## Dovetail Complete

Full partnership.

---

- Full access to all pre-built Dovetail agents & services
- Priority support & onboarding
- Training and updates as new features land

[More Info](https://dovetail.team/hubfs/Dovetail_copilotextensibility.pdf)

## Readiness Assessment

Find the AI value.

---

- Readiness scorecard report
- Environment evaluation
- Stack-ranked opportunity map

[More Info](https://dovetail.team/hubfs/Dovetail_Copilotreadiness.pdf)

## Copilot Training

Stop prompting. Start achieving. 

---

- Hands-on training sessions
- How to choose the right model or agent
- Build reusable prompts & lightweight agents

[More Info](https://dovetail.team/hubfs/GTM_Copilottraining_V2-1.pdf)

## Agents

Built around your workflows.

---

- Pre-built agents for common workflows
- Custom agents shaped to your policies and systems
- Fully auditable

[More Info](https://dovetail.team/hubfs/Dovetail_PurposebuiltAIagents.pdf)

## AI Transformation

AI capability within six months.

---

- Copilot readiness assessment
- End-to-end Copilot adoption plan
- Us

[More Info](https://dovetail.team/hubfs/Dovetail_AItransformation.pdf)

## See how Dovetail's agents fit into

## your workflow.

[Book a call](https://dovetail.team/request-a-demo-dovetail)

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Solutions

[Readiness Assessment](https://dovetail.team/copilotreadinessassessment)

[Copilot Training](https://dovetail.team/ai-training)

[Purpose Built Agents](https://dovetail.team/agents)

[Copilot extensibility](https://dovetail.team/copilotextensibility)

Agents

[Contract Agent](https://dovetail.team/contract-reviews)

[Business Enabler](https://dovetail.team/business-enablement)

[Risk and Complianc](https://dovetail.team/compliance)e

[Custom Agent](https://dovetail.team/custom-agents)

[Contract Stress Test](https://dovetail.team/contract-stress-test-agent)

[Financial Crime Prevention](https://dovetail.team/fin-crime-assistant-agent)

[Security](https://dovetail.team/security)

[Blog](https://dovetail.team/blog)

[Support](https://dovetail.team/support)

About

[Company](https://dovetail.team/company)

[FAQ](https://dovetail.team/faq)

[LinkedIn](https://uk.linkedin.com/company/dovetail-ai)