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 stage by stage – only if the pilot convinces.
For:
Manufacturing
Trade
Associations & NPOs
Service providers
Microsoft Copilot Studio · Fixed-price accelerator
Your first AI agent. Live 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 recordedEntry in the SharePoint listFlow
The entry point in numbers
- 2 weeks
- to pilot – from go-ahead
- CHF 5,400
- Starter fixed price excl. VAT and licenses
- 3 person-days
- of delivery – disclosed per phase
- 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.
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 the low fixed price 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.
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.
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.
Action outside the catalog or a second knowledge source? That's what the “Process” add-on is for.
What we test together
- Typical questions
- Source references
- Unknown questions
- Missing permissions
- Confirmation before write actions
Timeline
Two weeks to your pilot
The 2 calendar weeks start once the go-ahead is met. They spread delivery and your input across a clear sequence – this does not mean 2 weeks of full-time consulting.
-
Before
Go-ahead
A hard gate before kickoff: the go-ahead checklist is fully met.
Your part: 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.
Your part: Provide content, review progress.
OutcomeA testable agent for your process.
-
Week 2
Test and hand over
Run the test cases including permissions, refine, launch the pilot with training and handover.
Your part: Test and sign off.
OutcomePilot agent, documented limits, accountable owner.
Your effort: around 1 person-day for content, access, testing and sign-off – not billed.
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.
- 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.
- 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
For each role, a pilot agent answers the question that stands before a bigger AI decision.
Finance / CFO
The question: «What does it really cost?»
- Fixed price per stage, person-days disclosed – no open time-and-materials.
- Consumption, budget and limits settled before kickoff.
Sales & service
The question: «Does it help us in our daily CRM work?»
- Meeting briefing or case summary right in Teams chat.
- Next step or case update without clicking around in Dynamics 365.
IT, data protection & compliance
The question: «Will it stay secure and under control?»
- Existing tenant, approved connectors, access only per user permissions – verified in testing.
- No shadow AI: owner, limits and escalation documented; approvals stay with you.
Pricing
One Starter. Three add-on stages.
The Starter is the foundation. The add-on packages require a Starter and can be booked individually or combined. 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.
- 1 agent, 1 SharePoint source, 1 action
- Up to 10 internal pilot users
- Testing, operations sheet, training
Pilot within 2 calendar weeks of go-ahead · All Starter building blocks ↑
Effort in person-days
Find the right stage
- Sharpen0.5
- Build1.25
- Test0.75
- Handover0.5
Recommended combination
Starter + CRM agent = CHF 14,400 excl. VAT
Prove the Starter in the pilot first, then bring the agent into the CRM.
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
Effort in person-days
- Sharpen0.25
- Build1
- Test0.5
- Handover0.25
Add-on · Dynamics 365
Requires a Starter
CRM agent
Role-specific agent for sales or service. Sample flows ↑
CHF 9,000
excl. VAT · 5 person-days
- Dataverse MCP plus Sales or Customer Service MCP
- 3 capabilities, 1 write action into the CRM
- Tested with Dataverse security roles
Effort in person-days
- Sharpen0.75
- Build2.5
- Test1.25
- Handover0.5
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
Effort in person-days
- Sharpen0.25
- Build0.5
- Test0.25
- Handover1
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 items below are the go-ahead checklist. Tick what already applies to you today – and if you work with Dynamics 365, the CRM agent items too.
Not quite there yet
No problem: in the intro call we clarify which 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 away.
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. Add-on “CRM agent” →
No completed checklist, no start and no fixed price. That protects your timeline and your budget.
After the pilot
Use, refine or scale
At the agreed end of the pilot, we decide together how to proceed. Ongoing support can be agreed separately if needed.
01
Use
The agent stays in use, your owner maintains the knowledge.
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 leaner solution is enough, I'll tell you that too.
FAQ
Frequently asked questions
Short answers – each linking to where the topic is covered in full.
How much does the Copilot Studio Accelerator cost?
The Starter is a fixed price of CHF 5,400 excl. VAT.
“Process” (CHF 3,600), “CRM agent” (CHF 9,000) and “Rollout” (CHF 3,600) build on it and require a Starter. All prices and person-days
What is included in the price, and what isn't?
Ambit's planned person-days are included; VAT, Microsoft licenses, consumption and operations are not.
What does ongoing consumption cost?
As a guide value, around USD 140 per month for a pilot with 10 users; users with a Microsoft 365 Copilot license trigger no consumption internally within fair-use limits.
See the worked example · 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, connected via MCP.
Whether your Dynamics 365 licenses incur credits when the MCP tools are used is something we clarify before kickoff – Microsoft exempts certain licenses. About the CRM agent · Source: Sales MCP server overview (as of October 2, 2026)
Why not just use Microsoft's standard agent?
If it's enough, that's exactly what we recommend.
We don't rebuild agents such as the Sales Qualification Agent or the Case Management Agent; we use the CRM agent for role-specific needs. Learn more
Which Microsoft licenses do we need?
We clarify this before kickoff – there is no one-size-fits-all answer.
Copilot Studio bills in Copilot Credits (capacity packs or pay-as-you-go); the CRM agent requires Dynamics 365 Sales or Customer Service. Source: 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 from go-ahead; your input is around one person-day.
What if the go-ahead isn't met?
Then we don't start yet and re-scope the initiative together.
Does everyone in the pilot see all data?
No. The agent works with the signed-in user's permissions – in SharePoint and in Dataverse alike.
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; autonomous actions are not included.
What happens after the pilot?
We decide together: use, refine or scale.
Where can I learn more about Copilot Studio and AI agents?
For the basics, use cases and examples of AI agents built with Copilot Studio, visit Beyond Chat – connected-ai-agents.com.
This page focuses on getting started at a fixed price.
Which sources is this information based on?
All Microsoft license, price and product information is based on Microsoft Learn and the Copilot Studio pricing page, as of October 2, 2026.
Our own assumptions are marked as such: the credits per interaction in the consumption example (derived from the billing rates) and the person-days per phase (Ambit planning figures). Microsoft updates its terms regularly; we re-check them before every quote.
- 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.