Executive management
The question: «Does AI pay off for us – and where exactly?»
- A visible result in 2 weeks instead of a slide strategy.
- Expansion only if the pilot convinces – stage by stage.
- Limited risk: fixed price, clear scope, clear end.
For:
Manufacturing
Trade
Associations & NPOs
Service providers
Microsoft Copilot Studio · Fixed-price accelerator
Your first AI agent. In two weeks.
Start with an internal agent that answers from approved knowledge with sources and, once you confirm, triggers the next step. Then expand where it pays off – all the way to a CRM agent for Dynamics 365. Every stage at a fixed price.
Entry point: Starter CHF 5,400 · pilot in 2 weeks
Ambit Group AG · Microsoft partner for Dynamics 365
30 minutes, free of charge, directly with Christian Schipp.
Starter agent “Quote process”Example
Question in Teams chat · 9:14 a.m.
“How does our internal quote process work?”
- Agent: Find approved knowledgeProcess description in SharePoint – only with your permissionsKnowledge
- Agent: Answer with source referenceLink to the original documentSource
- Action: Prepare internal requestFields for the SharePoint list prefilledAction
- Human: Your confirmationNothing is recorded without your OKHuman
- Action: Request recordedIn the Starter: no customer email, no CRM changeFlow
The entry point in numbers
- 2 weeks
- to pilot – from go-ahead
- 5,400 CHF
- Starter fixed price excl. VAT and licenses
- 3 person-days
- of delivery – broken down transparently
- 3 add-ons
- Process, CRM agent, Rollout – each fixed price
Why an accelerator
Start small, expand on purpose
The Copilot Studio Accelerator is a tiered fixed-price offering: the Starter delivers a working pilot agent within 2 calendar weeks. Add-on packages extend it with a custom action, Dynamics 365 or more users.
01
Low entry point
CHF 5,400 for an agent your pilot group actually uses in Teams chat – on your own questions.
02
Expansion in fixed stages
Every add-on package has a fixed price and clear boundaries. You only buy what the pilot justifies.
03
CRM at the core
As a Dynamics 365 partner, we take the agent to where sales and service work – with confirmation before every change.
What is the Copilot Studio Accelerator?
A fixed-price offering by Ambit Group AG for your first AI agent built with Microsoft Copilot Studio. The Starter (CHF 5,400, 3 person-days, pilot within 2 calendar weeks) delivers an agent that answers questions from a curated SharePoint source with source references and, after confirmation, performs one action from a standard catalog. On top of it come the packages “Process” (CHF 3,600), “CRM agent” for Dynamics 365 (CHF 9,000) and “Rollout” (CHF 3,600). All prices excl. VAT, licenses and consumption.
For what AI agents built with Copilot Studio can do in general, see Beyond Chat. This page is about getting started.
The Starter
Six building blocks, one working agent
The Starter is deliberately narrow: one agent, one knowledge source, one action from a proven catalog. That is what makes 2 weeks and CHF 5,400 possible – without cutting corners on testing or security.
Focus
One prioritized use case, one agent in your Microsoft 365 tenant.
Access
Teams 1:1 chat with Microsoft sign-in, German language.
Knowledge
One curated SharePoint source with source references. Everyone sees only what they are allowed to see.
Action
One action from the standard catalog – performed only after confirmation.
Pilot
Up to ten named internal employees, no external use.
Quality & handover
15 test cases, a one-page operations sheet and remote training for the pilot group.
ExampleAn employee asks about the internal quote process. The agent points to the approved process description and prepares an internal request in an existing SharePoint list. Only after she confirms are the details recorded. In the Starter, it sends no customer emails and changes no CRM data.
The action catalog in the Starter
- Entry in a SharePoint listFor example a support ticket, purchase or equipment request.
- Teams message to a defined channelFor example a heads-up to HR, IT or quality assurance.
- Task in PlannerFor example an improvement idea or a follow-up in the team.
- Email draft to an internal teamFor example to procurement – sent only after your OK.
Need an action outside the catalog or a second knowledge source? That's what the “Process” add-on is for.
Timeline
Two weeks to your pilot
The 2 calendar weeks only start once the go-ahead is met. They spread 3 person-days of delivery and your input across a clear sequence – this does not mean 2 weeks of full-time consulting.
-
Before
Go-ahead
A hard gate: the clock and the fixed price only start once the checklist is fully met.
Your part: Meet the checklist, name a business owner and a technical contact.
OutcomeCommitted start.
-
Week 1
Sharpen and build
Refine the use case and success criteria, connect the knowledge source, configure dialog and source references, connect the action with confirmation.
Your part: Provide content, review progress.
OutcomeA testable agent for your process.
-
Week 2
Test and hand over
Run 15 test cases including permissions, refine, launch the pilot with remote training and the one-page operations sheet.
Your part: Test and sign off.
OutcomePilot agent, documented limits, accountable owner.
Starter effort: 3 person-days by Ambit · around 1 person-day of your input for content, access, testing and sign-off.
Go-ahead checklist
No completed checklist, no start and no fixed price. That protects your timeline and your budget.
- Use case and success criteria approved in writing
- SharePoint content curated and approved
- Pilot group (up to 10 people) named, access clarified
- Microsoft 365 tenant and environment ready, admin available
- Licensing and billing for consumption settled
- Business owner and technical contact named, dates fixed
Additionally for the CRM agent
- Dynamics 365 Sales or Customer Service in use
- Admin for Power Platform and Microsoft Entra available
- Data policies allow the required connectors
Add-on “CRM agent”
The agent that works inside Dynamics 365
With the “CRM agent” add-on, we connect your agent to Dynamics 365 Sales or Customer Service via the Model Context Protocol (MCP). It gets three defined capabilities and one write action into the CRM – performed only after confirmation.
- Connection
- Dataverse MCP Server plus the Dynamics 365 Sales MCP Server or Customer Service MCP Server.
- Scope
- One role-specific agent for sales or service: three capabilities, one write action after confirmation.
- Security
- Tested with your pilot users' Dataverse security roles: the agent only sees and changes what the person may.
- Price
- CHF 9,000, 5 person-days – requires a Starter. Together CHF 14,400.
Two sample flows
CRM agent “Sales”Example
Question in Teams chat · 7:45 a.m.
“Brief me for the meeting with Müller AG at 10.”
- CRM: Account and opportunity briefingOpen opportunities, recent activities, contactsSales
- CRM: Lead summaryNew lead from the same company – put in contextSales
- Agent: Suggest the next stepFollow-up meeting as an activity on the opportunitySuggestion
- Human: Your confirmationOnly then is the CRM updatedHuman
- CRM: Next step recordedWith your Dataverse permissionsDataverse
CRM agent “Service”Example
Question in Teams chat · 1:20 p.m.
“What's going on with case CAS-1042?”
- CRM: Summarize the caseHistory, status and latest customer messageService
- CRM: Find a knowledge articleMatching solution from the knowledge baseKnowledge
- Agent: Draft a replyDraft to the customer – for your reviewDraft
- Human: Your confirmationYou review the draft and the case updateHuman
- CRM: Case updatedStatus and note – with your Dataverse permissionsDataverse
First check whether Microsoft's standard agent is enough
Microsoft offers its own agents for Dynamics 365, such as the Sales Qualification Agent for leads and the Case Management Agent for cases. We don't rebuild them. In the intro call, we first check whether a standard agent covers your need – we only build the CRM agent if you need something role-specific, such as a briefing in Teams chat with your own logic.
Status per Microsoft Learn (as of October 2, 2026): the Dataverse MCP Server and the Customer Service MCP Server are generally available; the Sales MCP Server can be connected in Copilot Studio. We re-check the status before every quote.
Benefits by role
What the accelerator gives every stakeholder
A pilot agent is more than a tech test. For each role, it answers the question that stands between interest and a bigger AI decision.
Finance / CFO
The question: «What does it really cost?»
- Entry at CHF 5,400, every further stage at a fixed price.
- Person-days disclosed per phase, no open time-and-materials.
- Consumption with a worked example, budget and limits settled before kickoff.
Sales & service
The question: «Does it help us in our daily CRM work?»
- Meeting briefing or case summary in Teams chat.
- Next step or case update by confirmation instead of clicking around.
- Checked first: is the Microsoft standard agent already enough?
IT / CIO
The question: «Will it stay secure and manageable?»
- Existing tenant, approved connectors, Microsoft sign-in.
- Access only per user and Dataverse permissions – verified in testing.
- No shadow AI: owner, limits and escalation documented.
Business team & pilot group
The question: «Does it take routine questions off our plate?»
- Answers with sources where work already happens: in Teams.
- Remote training included, no new tool to learn.
- You set the success criteria and sign off.
Data protection & compliance
The question: «Who stays in control?»
- Confirmation before every write action, no autonomous actions.
- Permission tests in every test catalog.
- Data and security approvals stay with you.
Outcome
What you have after two weeks
You get a configured pilot agent, 15 documented test cases with results and a one-page operations sheet. We agree on success criteria with the go-ahead.
Pilot agent in use
Configured, tested and used in Teams by up to ten employees.
15 test cases with results
Jointly defined – documented and traceable.
One-page operations sheet
Ownership, knowledge upkeep, consumption and escalation on a single page.
Trained pilot group
Trained remotely: your team knows how to work with the agent – and where its limits are.
What we test together
- Typical questions
- Source references
- Unknown questions
- Missing permissions
- Confirmation before write actions
To be clear: we promise neither error-free AI nor blanket compliance. We make limits visible – so you can decide on solid ground.
What's in the price?
Every person-day disclosed
Each package is a fixed price built from clearly planned person-days. So you see what you pay for: sharpening, building, testing and handover – package by package.
- SharpenDefine use case, success criteria, permissions and limits.
- BuildConfigure agent, knowledge, action or CRM connection.
- TestRun test cases including permissions and refine.
- HandoverTraining, documentation and handover to owner and operations.
Starter
CHF 5,400
- Sharpen
- 0.5 PD
- Build
- 1.25 PD
- Test
- 0.75 PD
- Handover
- 0.5 PD
- Total
- 3 person-days
Process
CHF 3,600
- Sharpen
- 0.25 PD
- Build
- 1 PD
- Test
- 0.5 PD
- Handover
- 0.25 PD
- Total
- 2 person-days
CRM agent
CHF 9,000
- Sharpen
- 0.75 PD
- Build
- 2.5 PD
- Test
- 1.25 PD
- Handover
- 0.5 PD
- Total
- 5 person-days
Rollout
CHF 3,600
- Sharpen
- 0.25 PD
- Build
- 0.5 PD
- Test
- 0.25 PD
- Handover
- 1 PD
- Total
- 2 person-days
Pricing
One Starter. Three add-on stages.
The Starter costs CHF 5,400 excl. VAT and is the foundation. The add-on packages require a Starter and can be booked individually or combined. Licenses, consumption and operations are not included; scope and price are confirmed in a binding quote.
Starter
CHF 5,400
excl. VAT · 3 person-days
The entry point: an agent that finds knowledge and triggers the next step after confirmation.
- 1 agent in Teams 1:1 chat
- 1 curated SharePoint source with source references
- 1 action from the standard catalog
- Up to 10 internal pilot users
- 15 test cases, one-page operations sheet, remote training
Pilot within 2 calendar weeks of go-ahead
Find the right stage
Add-on · More process
Requires a Starter
Process
When the catalog isn't enough or more knowledge is needed.
CHF 3,600
excl. VAT · 2 person-days
- One custom action
- or a second knowledge source
Add-on · Dynamics 365
Requires a Starter
CRM agent
A role-specific agent for sales or service, connected to Dynamics 365 via MCP.
CHF 9,000
excl. VAT · 5 person-days
- Dataverse MCP plus Sales or Customer Service MCP
- 3 defined capabilities
- 1 write action into the CRM after confirmation
- Tested with Dataverse security roles
Add-on · More users
Requires a Starter
Rollout
From pilot to operations.
CHF 3,600
excl. VAT · 2 person-days
- Additional users
- Consumption budget and limits
- Handover to operations
Recommended combination
Starter + CRM agent = CHF 14,400 excl. VAT
Prove the Starter in the pilot first, then bring the agent into the CRM.
Not included in the fixed price
- VAT
- Microsoft licenses and ongoing consumption (Copilot Credits)
- Operations and support after handover
- Additional requirements – agreed separately upfront
Deliberately out of scope
The narrow scope protects your budget and timeline. We plan these topics separately if needed:
- ERP integrations
- Third-party systems and custom APIs
- External channels such as website, phone or customer chat
- Autonomous actions without confirmation
- Additional languages
- Broad data cleansing or migration
- Comprehensive governance programs or ALM rollout
- Ongoing support and unlimited rework
In the Starter, there are also no write actions into the CRM. That's what the “CRM agent” add-on is for.
What does ongoing consumption cost?
Guide valueCopilot Studio bills in Copilot Credits. A worked example for a typical pilot:
- Pilot users
- 10
- Interactions per person per day
- 10
- Working days per month
- 20
- Credits per interaction (assumption)
- 7
- Consumption per month
- 14,000 credits ≈ USD 140
For comparison: a capacity pack with 25,000 credits costs USD 200 per month; pay-as-you-go costs USD 0.01 per credit.
Good to know: When employees with a Microsoft 365 Copilot license use the agent internally, this triggers no consumption within fair-use limits.
Good fit?
The 30-second check
The Starter fits best for a clearly scoped process with well-maintained SharePoint content and an available business owner. If you work with Dynamics 365, check the CRM agent items too.
Not quite there yet
No problem: in the intro call we clarify which go-ahead items are missing – or whether a leaner solution is the better start.
Good starting point
We clarify the open points in the intro call. Often it is just access or scheduling.
Ready to go
Discuss the result
Ideal conditions – the Starter can begin right after go-ahead.
Probably not the right start if …
- it is only about questions on documents – Microsoft 365 Copilot or a SharePoint agent is often enough.
- the agent should serve external customers, your website or phone lines right away.
- ERP integrations, third-party systems or custom APIs are at the core.
- content first needs extensive cleansing or migration.
Your process revolves around Dynamics 365?
Then that's not a dealbreaker but a case for the “CRM agent” add-on – together with the Starter for CHF 14,400. Add-on “CRM agent” →
These items match the go-ahead checklist. No completed checklist, no start and no fixed price.
After the pilot
Use, refine or scale
At the agreed end of the pilot, we decide together how to proceed. Ongoing support after handover is not part of the packages and can be agreed separately.
01
Use
The agent stays in use. Your owner maintains the knowledge according to the operations sheet.
02
Refine
With the “Process” add-on: one custom action or a second knowledge source.
03
Scale
With “CRM agent” in Dynamics 365 or with “Rollout” for more users and operations.
Your contact
Christian Schipp
CX Transformation Advisor / Partner, Ambit Group
25 years at the intersection of executive management, marketing and IT. More than 200 CRM and CX rollouts. I'll tell you honestly whether an agent makes an impact on your process – and if a standard agent or a leaner solution is enough, I'll tell you that too.
FAQ
Frequently asked questions
The key answers on packages, price, consumption, Dynamics 365, security and what happens after the pilot.
How much does the Copilot Studio Accelerator cost?
The Starter entry point is a fixed price of CHF 5,400 excl. VAT.
Three packages build on it and require a Starter: “Process” (CHF 3,600, 2 person-days), “CRM agent” for Dynamics 365 (CHF 9,000, 5 person-days) and “Rollout” (CHF 3,600, 2 person-days). Starter and CRM agent together cost CHF 14,400. Scope and price become binding with the quote.
What is included in the price, and what isn't?
Included are Ambit's planned person-days – broken down into sharpening, building, testing and handover.
In the Starter, that's 3 person-days for an agent with one SharePoint source, one action from the standard catalog, 15 test cases, a one-page operations sheet and remote training. Not included are VAT, Microsoft licenses, ongoing consumption, operations and support after handover, as well as ERP integrations, third-party systems, custom APIs, external channels and autonomous actions. We don't bill your input, but it is required.
What does ongoing consumption cost?
As a guide value: around USD 140 per month for a pilot with 10 users.
The math: 10 users × 10 interactions per day × 20 working days × 7 credits = 14,000 Copilot Credits. Pay-as-you-go costs USD 0.01 per credit; a capacity pack with 25,000 credits costs USD 200 per month. The 7 credits are an assumption (generative answer 2 plus agent action 5 credits). When employees with a Microsoft 365 Copilot license use the agent internally, this triggers no consumption within fair-use limits. Sources: Billing rates and management, Pay-as-you-go meters, Copilot Studio pricing (as of October 2, 2026).
Can we connect Dynamics 365?
Yes, with the “CRM agent” add-on for Dynamics 365 Sales or Customer Service.
We connect the agent via the Model Context Protocol (MCP) using the Dataverse MCP Server plus the Sales or Customer Service MCP Server. The agent gets three defined capabilities and one write action that it performs only after confirmation. Testing uses your pilot users' Dataverse security roles. Whether your Dynamics 365 licenses incur credits when the MCP tools are used is something we clarify before kickoff – Microsoft exempts certain licenses. Sources: Sales MCP server overview, Customer Service MCP tools, Dataverse MCP (as of October 2, 2026).
Why not just use Microsoft's standard agent?
If it's enough, that's exactly what we recommend.
Microsoft offers its own agents for Dynamics 365, such as the Sales Qualification Agent for lead qualification and the Case Management Agent for the case lifecycle. We don't rebuild them. We use the CRM agent when you need something role-specific – for example a meeting briefing in Teams chat with your logic, or a specific write action with confirmation.
Which Microsoft licenses do we need?
We clarify this for your organization before kickoff – there is no one-size-fits-all answer.
Copilot Studio bills consumption in Copilot Credits, either via capacity packs or pay-as-you-go. Internal use by employees with a Microsoft 365 Copilot license is possible without consumption within fair-use limits. For flows called by the agent, this applies to the “When an agent calls the flow” trigger. The CRM agent additionally requires Dynamics 365 Sales or Customer Service. Source: Microsoft Learn – Billing rates and management (as of October 2, 2026).
Why two weeks – and how much of our team's time does it take?
2 calendar weeks spread 3 person-days of delivery and around one person-day of your input.
Your time goes mainly into content, access, testing and sign-off. The weeks start only once the go-ahead is met and assume short decision paths.
What if the go-ahead isn't met?
Then we don't start – and the fixed price doesn't apply yet.
The go-ahead is a hard gate with a checklist: use case and content approved, pilot group and access clarified, environment and admin ready, licensing and billing settled, owner named. For the CRM agent, Dynamics 365, an admin for Power Platform and Entra, and suitable data policies are added. If something is missing, we re-scope the initiative together.
Does everyone in the pilot see all data?
No. The agent works with the signed-in user's permissions.
The native SharePoint connection respects the user's permissions; encrypted or password-protected files are not suitable as a knowledge base. In the CRM agent, Dataverse security roles apply – we test that with your pilot users' roles. Sources: Add SharePoint as a knowledge source, Dataverse MCP FAQ (as of October 2, 2026).
Does the agent act on its own?
No. In all packages, the agent only performs a write action after the user confirms.
In the Starter, it sends no customer emails and changes no CRM data. In the CRM agent, it writes into the CRM – but only after confirmation and with the person's permissions. Autonomous actions are deliberately excluded.
What happens after the pilot?
At the end of the pilot, we decide together: use, refine or scale.
You receive the agent, 15 test cases with results and a one-page operations sheet. For more users, consumption budget, limits and handover to operations, there is the “Rollout” add-on. Ongoing support can be agreed separately if needed.
Open question? Let's talk
30 minutes, free of charge – we review process, data and go-ahead.
Sources
- Billing rates and management (Copilot Studio) – Microsoft Learn
- Pay-as-you-go meters – Microsoft Learn
- Microsoft Copilot Studio pricing – Microsoft
- Add SharePoint as a knowledge source – Microsoft Learn
- Dynamics 365 Sales MCP server overview – Microsoft Learn
- Connect your AI agents and assistants to Dynamics 365 Sales MCP Server – Microsoft Learn
- Overview of Dynamics 365 Customer Service MCP tools – Microsoft Learn
- Connect Dynamics 365 CX MCP Server – Service through Agent 365 Tooling Gateway – Microsoft Learn
- Connect to Dataverse with Model Context Protocol – Microsoft Learn
- AI agents in Dynamics 365 Sales (Sales Qualification Agent) – Microsoft Learn
- Configure Case Management Agent – Microsoft Learn
Contact
Is your use case a fit? Let's check.
In 30 minutes we review process, data and go-ahead – and which stage is the right entry point. If you work with Dynamics 365, we also check whether a Microsoft standard agent is enough.