Copilot for Microsoft 365 | Managed IT Services by Sourcepass

AI-Powered Productivity. Securely Delivered by Sourcepass.

Microsoft Copilot transforms the way your team works across Microsoft 365. From content generation and email summarization to data analysis and task automation, Copilot boosts productivity at scale.

Sourcepass helps you implement it with confidence—securely, strategically, and in alignment with your business goals.

Teams Capture Meeting Notes in Teams

Copilot helps you run effective meetings, get up to speed, organize key discussion points, and summarize actions.

Outlook Summarize and Compose Email

Copilot helps you stay on top of your inbox and create impactful communication in a fraction of the time.

Microsoft_PowerPoint_2013-2019_logo Auto-Generate Slide Content from Prompts

Go from first draft to presentation-ready. Copilot helps you quickly generate PowerPoints that make an impact.

Word From Idea to First
Draft with Word

Transforms the writing process to make you more creative and efficient by drafting a document and adding impactful imagery.

Excel Excel Data Insight & Visualization

Create powerful, professional visualizations, generate forecasts, and ask Copilot to analyze data within Excel for an enhanced experience.

Microsoft_Office_SharePoint_(2019–present).svg Seamless Integration with SharePoint

Copilot integrates seamlessly with your data ecosystem: SharePoint, OneDrive, and Power Platform.

Department	How Copilot Helps
HR	Draft policies, onboarding docs, summarize employee feedback
Finance	Analyze financial reports, track trends, automate reconciliations
Sales	Draft proposals, summarize CRM entries, automate follow-ups
Marketing	Generate content, outline campaigns, analyze customer data
Executives	Summarize team updates, draft announcements, monitor KPIs

Copilot Readiness & Secure Deployment

Successful Copilot adoption starts with strong governance.

Whether you're rolling out Copilot company-wide or piloting a few departments, Sourcepass helps ensure AI is deployed safely, smartly, and at scale.

We perform a full review of your Microsoft 365 environment to minimize risks and maximize productivity.

Our Readiness Services Include:

SharePoint, Teams, and OneDrive access audits
Role-based access reviews and policy checks
Data exposure scans across HR, legal, and finance
Microsoft Purview setup for compliance and auditability
Licensing optimization to control cost and access

Copilot Studio Services: Build Custom AI Bots

Want to go further? We help you design and deploy custom Copilot Studio bots to automate department-specific tasks.

Bot Use Cases Include:

> HR bots for onboarding, FAQs, PTO requests

> Finance bots for budget lookups or approval workflows

> IT bots for ticket status, password resets, or asset tracking

Our Studio Services Cover:

> Bot design and user experience strategy

> Power Platform and API integration

> Compliance governance for secure bot development

All bots are deployed within your Microsoft 365 tenant—no additional risk, shadow IT, or third-party tools required.

Copilot Readiness Assessment

As companies prepare to add Copilot for Microsoft 365 to their environment, key steps should be taken to ensure that sensitive data remains private and protected.

Our Copilot Readiness Assessment guides our clients through the steps needed to identify and label sensitive data, update access and sharing permissions, implement AI and data policies, and drive user training and feature adoption.

Discovery

> Data Discovery and Classification

> Access Control Review

> Sharing Policies and Repository Creation

> Licensing and Infrastructure

Deployment

> Sensitivity Labels Implementation

> Sharing and Repository Restrictions

> Policy Implementation

> License Enablement

Preparation

> Data Discovery and Classification

> Access Control Review

> Sharing Policies and Repository Creation

> Licensing and Infrastructure

Adoption

> User Training

> Feature Adoption

> Lifecycle Management

A Next Generation IT Experience

Quest® by Sourcepass is a next-generation IT management platform that delivers full transparency, exceptional service, and intelligent automation—all in one place.

With real-time ticket tracking, project updates, and streamlined employee onboarding, Quest® puts you in control of your tech ecosystem from desktop or mobile. It's IT made smarter, faster, and fully aligned with your business.

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Dedicated to excellence.

Sourcepass has achieved SOC 2 Type II and ISO 27001 certifications, reflecting our commitment to safeguarding the confidentiality, integrity, and availability of data, environments, and cybersecurity processes for both customers and trusted partners alike.

WEBINAR

Getting Started with Microsoft Copilot

Learn more about Copilot features in this digital transformation webinar.

WEBINAR

Copilot Readiness Assessment

Explore our Copilot Readiness Assessment and key considerations for adoption.

ARTICLE

Copilot: A Whole New Way of Working

See what all the hype is about with Microsoft Copilot!

DATASHEET

An Overview of Microsoft Copilot

Intelligent assistance in real time in your Microsoft 365 apps, documents, and meetings.

Get Copilot-Ready with Sourcepass

Copilot has the power to revolutionize your workflows—but only if it’s rolled out the right way. Let’s plan your secure Copilot deployment today.

From strategy to licensing to bot development, Sourcepass is your partner for smart, scalable AI success.