---
title: Dovetail for Copilot for Tech Leaders
description: Unlock the full potential of Microsoft 365 Copilot with Dovetail's tailored AI solutions, enhancing workflows and driving measurable results for your business. Book a demo today.
---

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

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

# You have the platform.

# **Proving the value starts here.**

### See results in weeks. Everything you need, ready to go.

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

[Download the product spec](https://dovetail.team/hubfs/Dovetail_copilotextensibility.pdf)

 Book a demo

[Download the product spec](https://dovetail.team/hubfs/Dovetail_copilotextensibility-1.pdf)

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## The problem

You made the right call on Microsoft 365. The infrastructure is sound, the licences are in place and your teams are starting to use Copilot. The challenge is that out of the box, Copilot is a general purpose tool. So is every other AI product your teams might reach for. Without customisation, there is no compelling reason to choose one over another.

The answer is making Copilot specific: to your workflows, your systems, your data and your business. Once it is built around how your teams actually work, nothing else can compete. Not because other tools are worse, but because none of them have been built for you.

The foundations are in place. Now is the time to unlock the capability your teams are craving.

HOW DOVETAIL WORKS

## Wherever you are on the AI maturity model,

## Dovetail guides, supports, and grows with you.

 

### Where you are determines where we start

Every organisation sits at a different point on the AI maturity model. Some are assessing readiness. Some are training teams. Some are ready to build and deploy agents at scale. Dovetail works across all of it, with the right service for where you are right now.

 

 

### Inside your environment, under your control

Everything runs inside your existing Microsoft 365 tenant. Your data never leaves. Every action is logged, traceable and accountable to the policies you already operate under. No third-party hosting, no external access, no exceptions.

 

 

### A service, not a product

There is nothing new to buy, install or manage. Dovetail is delivered as a service inside the tools your teams already use every day. No new platforms, no disruption, no IT overhead. Just capability, built around your business.

 

WHAT CHANGES

## **This is what good looks like.**

### Your teams stop going elsewhere

Before Shadow tools, paid workarounds, copy-paste into outside platforms.

→

After Everything they need is already inside the tools they use every day.

When Copilot is built around your workflows, your data and your business, there is no reason to look for alternatives. Your teams get better results, faster, inside the secure environment you have already invested in. Consolidation happens naturally.

### Your Copilot investment starts paying back

Before Licences live on the shelf. ROI conversations get awkward.

→

After Measurable usage, measurable outcomes, evidence you can take to the board.

The licences were always capable of this. A structured layer around them turns usage into measurable outcomes, and measurable outcomes into evidence you can take to the board with confidence.

### AI becomes a capability, not a conversation

Before Endless meetings about what AI *could* do for the business.

→

After AI quietly doing it, at the pace your organisation is ready for.

The anxiety around what your teams are doing shifts. You stop managing exposure and start building advantage, at whatever pace your organisation is ready for.

WHERE TO START

## Where would you like to start?

### Building your foundation

You have made the investment in Microsoft 365 and Copilot. Now you want to make sure you are getting the most from it. Whether you are assessing readiness, up skilling your teams or working out where AI can add the most value, this is where we start.

#### Copilot Readiness Assessment

 A structured review of your current adoption, with a clear scorecard and AI roadmap to move forward with confidence.

#### Training

Practical, role-based training that turns licence holders into capable, confident users working inside your secure environment.

One-off engagements. No subscription required.

### **Accelerating your advantage**

You have the foundations in place and you are ready to build AI capability around the workflows that matter most to your business. We design, build and deploy agents that are specific to your environment, your data and your people.

#### Pre-built agents

Proven solutions for common workflows. Deploy in hours.

#### Tailored Agents

Adapted to your policies, systems and ways of working.

#### Fully Custom Agents

Bespoke builds for the workflows unique to your business.

Subscription plans available with bundled support and ongoing development.

SECURITY AND GOVERNANCE

## **Microsoft-native by design. Enterprise-grade by default.**

**Enterprise-grade foundations. Dovetail-designed capability on top of them.**

This is not a third-party platform sitting alongside your infrastructure. It is capability built inside it.

Everything Dovetail delivers runs entirely within your Microsoft 365 tenant. Your data never leaves your environment and we never have access to it. Every workflow, every output and every interaction is logged, traceable and accountable to the security policies and access controls you already operate through Microsoft Purview.

### ![icon_globe](https://dovetail.team/hs-fs/hubfs/icon_globe.png?width=80&height=80&name=icon_globe.png)

### Your data stays with you

No external hosting, no third-party access, no exceptions. Everything runs inside the environment you already control.

### ![icon_abacus](https://dovetail.team/hs-fs/hubfs/icon_abacus.png?width=80&height=80&name=icon_abacus.png)

### Audit trails as standard

Every action is logged and traceable from day one. Complete visibility for your security team, your compliance function and your board.

### ![icon_sun](https://dovetail.team/hs-fs/hubfs/icon_sun.png?width=80&height=80&name=icon_sun.png)

### Built on what you already trust

Dovetail inherits your existing sensitivity labels, retention policies and access controls. Nothing new to configure, nothing new to certify.

WHO IT IS FOR  

## **Built for the people responsible for making AI work for their business.**

### ![icon_atom](https://dovetail.team/hs-fs/hubfs/icon_atom.png?width=80&height=80&name=icon_atom.png)

### CIOs

You are accountable for AI strategy across the business. Dovetail gives you the structure, visibility and measurable outcomes to lead that conversation with confidence.

### ![icon_target](https://dovetail.team/hs-fs/hubfs/icon_target.png?width=80&height=80&name=icon_target.png)

### CTOs

You need AI that is operational, not experimental. Dovetail builds capability inside the infrastructure you have already chosen, so you can deliver at pace without compromising on control.

### ![icon_database_v2](https://dovetail.team/hs-fs/hubfs/icon_database_v2.png?width=80&height=80&name=icon_database_v2.png)

### Heads of IT

You are responsible for keeping everything secure, integrated and manageable. Dovetail works inside your existing Microsoft 365 environment, inheriting the policies and controls you have already put in place.

HOW TO GET STARTED

## Three steps to get started. 

### ![circle_1](https://dovetail.team/hs-fs/hubfs/circle_1.png?width=90&height=90&name=circle_1.png)

### Book a call

A 20-minute conversation to understand where you are on the AI maturity model and where the biggest opportunities sit for your business.

### ![circle_2](https://dovetail.team/hs-fs/hubfs/circle_2.png?width=90&height=90&name=circle_2.png)

### Get a recommendation

We match you to the right starting point, whether that is a readiness assessment, a training programme or your first purpose-built agent.

### ![circle_3](https://dovetail.team/hs-fs/hubfs/circle_3.png?width=90&height=90&name=circle_3.png)

### Build from there

Start with one engagement, prove the value, then grow your AI capability at the pace that works for your business.

## Plans for where you are right now. 

## Dovetail Complete

Your full Dovetail partnership, in one engagement.

---

What's Included

- Full access to all pre-built Dovetail agents & services
- Priority support & onboarding
- Dedicated account manager

See more ▾

- Monthly Copilot update and training sessions
- Quarterly business reviews
- Access to the latest Dovetail agents

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

## Readiness Assessment

Know where you stand. Know where to go next.

---

What's Included

- Readiness scorecard report
- Environment evaluation
- Interactive workshops
- Licence & compliance review

See more ▾

- Stack-ranked AI opportunity map
- Adoption plan

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

## Copilot Training

Hands-on training to help your teams use Copilot consistently in everyday work.

---

What's Included

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

See more ▾

- Copilot in Excel, Word, PowerPoint and Outlook
- Work with real business files (Excel, PDF, email)
- Best practices documentation

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

## Agents

AI agents built around your workflows deployed inside Microsoft 365.

---

What's Included

- Our pre-built agents: proven solutions for common workflows
- Customised agents: adapted to your policies and systems
- Fully custom agents: bespoke builds for your business

See more ▾

- Audit trails and oversight built in as standard
- Deployed inside your Microsoft 365 environment
- Human-in-the-loop on every decision that matters

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

## AI Transformation

An AI capability embedded across your business in six months.

---

What's Included

- Copilot readiness assessment
- End-to-end Copilot adoption plan
- User training and enablement

See more ▾

- Three pre-built Dovetail agents
- Three fully custom agents built around your business
- Ongoing optimisation, executive reporting & priority support

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

# Give your team back the time they were hired for. 

Book a call to see how Dovetail fits inside your Microsoft 365 environment.

 Book a demo

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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)

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