Getting Started with Copilot - Assesment & Roadmap for Agents Development powered by Power Apps and CoreAgents

Simform helps you identify high-impact Copilot opportunities driven by Microsoft Power Apps and define a clear adoption roadmap across business functions. Our experts ensure a smooth start with the right guardrails, data readiness, and rollout plan.

Primary objective: Create a strategy and architecture blueprint for one or more custom Copilots with Power Platform and Power Apps, including use cases, channels, data sources, and required integrations.

Scope: Typically one or two business domains (for example, Sales Support, Customer Service, HR, or IT) and two to three core data sources (for example, SharePoint, knowledge base, CRM or helpdesk). Accelerated using Core Agents (prebuilt Copilot templates for HR, Finance, Legal, Marketing, IT and Sales) to speed up standard conversational flows, request intake and lightweight workflow automation on Copilot + Power Platform.

Deliverables:

1. Copilot Use Case & Persona Catalog
2. Standard Copilot Scope Definition
3. Multi-Flow Copilot Concept Designs
4. Target Copilot Architecture on Azure
5. Data & Grounding Plan
6. Implementation Roadmap (MVP to Production)
7. Configured Core Agents template(s) for the selected function(s) (e.g., HR/IT/Finance)
8. Core Agents intent/flow configuration pack (starter prompts, conversation paths, escalation/handoff)