AI and Microsoft 365 Copilot Consultancy and Services
The effective use of AI and Microsoft 365 Copilot is critical to improving productivity, decision-making, and consistency. Introduced with governance and security to ensure trust and adoption. We provide structured delivery, bringing the right balance of technical expertise, governance, and practical enablement to help organisations realise value from AI safely.
Features
- Secure Microsoft 365 Copilot configuration aligned to NHS governance requirements
- Agentic AI agents automating multi-step operational and clinical workflows
- Role-based Copilot training supporting safe, confident NHS-wide AI adoption
- AI governance, compliance and Responsible AI reviews for regulated environments
- Integration of AI with NHS HR, finance and operational systems
- Custom Copilot Studio solutions embedded within Teams, SharePoint and Outlook
- AI Builder low-code models for document processing and predictive insights
- Controlled AI access using Microsoft security, permissions and data boundaries
- End-to-end AI delivery from discovery through deployment and assurance
- Ongoing optimisation, monitoring and documentation supporting sustainable AI adoption
Benefits
- Reduce administrative burden by automating repetitive tasks across NHS teams
- Improve decision-making through accurate summaries of meetings, emails and documents
- Accelerate response times using intelligent AI agents handling routine requests
- Increase productivity by embedding AI directly into everyday Microsoft workflows
- Strengthen governance with controlled AI access, auditing and compliance oversight
- Enable staff to complete tasks faster with guided, context-aware assistance
- Reduce errors by integrating AI with trusted, approved NHS data
- Support consistent working practices through standardised, role-based AI usage controls
- Free up clinical and operational time for higher-value patient-focused activities
- Scale AI adoption safely without disrupting existing NHS systems operations
Pricing
- Education pricing available
Service documents
Request an accessible format
Framework
G-Cloud 15
Service ID
5 7 0 6 3 3 2 4 4 5 9 7 5 5 4
Contact
M8 SOLUTIONS LIMITED
Tracy Scriven
Telephone: 07925051060
Email: tracy@m8solutions.co.uk
About your service
- Service categories
-
Application Development and Deployment
AI platforms
- Search and knowledge discovery
AI life cycle
- Data Labeling Software
- AI Build Software
- MLOps and Foundation Model Ops Software
- Trustworthy AI Software
AI software services
- Computer Vision AI Software Services
- Generative AI Software Services
- Document AI Software Services
- Multi cloud support
- No
Service scope
- Software add-on or extension
- Yes
- What software services is the service an extension to
- Agentic AI Agents extend Microsoft Copilot Studio and the wider Microsoft 365 ecosystem by adding secure, configurable agent workflows that integrate with Teams, SharePoint, Dataverse, Power Platform, and third‑party systems via connectors and APIs. These agents enhance existing business processes without requiring additional custom infrastructure.
- Cloud deployment model
- Public cloud
- Service constraints
- Agent capabilities depend on Microsoft 365 and Copilot Studio feature availability, licensing, and data access permissions. Performance relies on connector limits, API throttling, and integration boundaries. Some advanced actions require administrator approval or elevated permissions. Planned maintenance is scheduled by Microsoft with prior notice.
- System requirements
- Active Microsoft 365 tenant subscription
User support
- Email or online ticketing support
- Yes, at extra cost
- Support response times
- Response times: Business hours (Monday–Friday, 09:00–17:00): initial response within 4 hours. Out-of-hours, weekends and public holidays: initial response within 24 hours. Critical issues are prioritised and escalated immediately where necessary.
- User can manage status and priority of support tickets
- Yes
- Online ticketing support accessibility
- WCAG 2.2 AA
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- No
- Onsite support
- No
- Support levels
- We offer three Microsoft 365 support packages — Gold, Silver and Bronze — each designed to suit different business needs. Gold Support: 4‑hour response time, 16 hours of support per month, and four quarterly review and recommendation sessions. Ideal for organisations needing rapid, proactive support and regular strategic guidance. Silver Support: 8‑hour response time, 10 hours of support per month, and two half‑yearly review sessions. A balanced option combining responsive support with periodic expert reviews. Bronze Support: 8‑hour response time, 6 hours of support per month, and one annual review session. A cost‑effective choice for businesses seeking essential support and yearly strategic input. All packages include access to Microsoft 365 specialists, flexible monthly or annual payment options, and a three‑month rolling contract. Review sessions provide tailored insights, the latest Microsoft 365 updates, and practical recommendations to help organisations stay competitive and get the most from their Microsoft 365 investment. Prices are available on request and depend on organisation size. All support is delivered by trained staff experienced in Microsoft 365.
- Support available to third parties
- Yes
Onboarding and offboarding
- Getting started
- We provide structured onboarding to help organisations successfully adopt agentic AI. This includes online and face‑to‑face training sessions tailored for administrators, designers, and end‑users. Comprehensive documentation and step‑by‑step guides cover agent creation, configuration, testing, governance controls, and integration with Microsoft 365 and line‑of‑business systems. We also offer optional workshops to help teams design high‑value agent scenarios, set guardrails, define permissions, and validate actions before deployment. Our onboarding approach focuses on practical, role‑based enablement so users can confidently build, manage, and interact with AI agents in everyday processes.
- Service documentation
- Yes
- Documentation formats
- End-of-contract data extraction
- All agent configurations, solutions, and data remain within the customer’s Microsoft 365 tenant. M8 Solutions does not store customer data. Administrators can export agent solutions (including prompts, flows, plugins, and connections) as solution packages (.zip) via Copilot Studio or Power Platform admin tools. Any associated Dataverse data can be exported to Excel or CSV, or retrieved programmatically using Microsoft Graph or Dataverse APIs. We provide guidance to ensure exports are secure, complete, and compliant with organisational governance. No proprietary data is stored outside the customer’s environment, and no additional tools are required for extraction.
- End-of-contract process
- At contract end, all agents, configurations, and data remain fully under the customer’s control within their Microsoft 365 tenant. M8 Solutions does not store or retain any customer data. We provide a structured offboarding process, including transfer of administrative roles, export guidance, and documentation of the deployed agent configuration. A handover session is included. Additional support for extended extraction, remediation, or reconfiguration is available as an optional service. Our goal is to ensure a smooth, secure, and fully governed transition without operational disruption.
- Documentation accessibility standard
- WCAG 2.2 AA
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Opera
- Other
- Application to install
- No
- Designed for use on mobile devices
- Yes
- Differences between the mobile and desktop service
- Agent interactions are available through Microsoft Teams on mobile, but agent configuration, training, and administration must be performed on desktop. End‑users can access agent responses and guided tasks on mobile, while admin and design functions remain desktop‑only.
- Service interface
- Yes
- User support accessibility
- WCAG 2.2 AA
- Description of service interface
- Users interact with agentic AI through Microsoft Teams, web chat interfaces, or embedded experiences within Microsoft 365. Administrators design, configure, and manage agents through Microsoft Copilot Studio or Agent 365 admin tools, accessed via a web‑based interface. No separate standalone application is required.
- Accessibility standards
- WCAG 2.2 AA
- Accessibility testing
- The service inherits Microsoft 365’s accessibility capabilities. Copilot Studio and Teams interfaces support assistive technologies such as screen readers, keyboard navigation, and high‑contrast modes. We provide additional guidance to support inclusive design during implementation.
- API
- Yes
- What users can and can't do using the API
- Agentic AI Agents use Microsoft Graph, Copilot Studio extensibility, and Power Platform APIs rather than a standalone agent API. Through these APIs, authorised users can automate configuration tasks such as registering applications in Microsoft Entra ID, managing permissions, updating environment settings, retrieving audit logs, and integrating agents with external systems. Webhooks and action handlers can be used to trigger agents, call external APIs, and exchange data securely. Users can also deploy and update solutions, manage connections, and orchestrate agent behaviours programmatically using Power Platform admin endpoints. However, users cannot directly invoke Copilot Studio’s internal AI reasoning or generate agent responses through an API; agent behaviour runs within Microsoft 365 and respects tenant permissions, policies, and data boundaries. API usage is subject to Microsoft Graph limits, connector throttling, licensing restrictions, and organisational conditional access policies. All interactions must use Microsoft’s published endpoints to maintain compliance and security.
- API documentation
- Yes
- API documentation formats
-
- Other
- API sandbox or test environment
- Yes
- Customisation available
- Yes
- Description of customisation
- Users can customise agent behaviour by configuring prompts, actions, skills, data connections, triggers, and response flows within Copilot Studio or Agent 365. Integrations with Microsoft 365, Power Platform, and line‑of‑business systems can be tailored through connectors, APIs, and webhook actions. Administrators can define guardrails, permissions, and governance policies to control how agents operate, including access boundaries and allowed actions. Advanced users can extend agents with custom plugins or external API calls, while standard users can interact with agents within predefined guardrails. The underlying AI models cannot be modified directly; customisation is limited to configuration, logic, data sources, and governance options provided by Microsoft. M8 Solutions supports all roles with design, configuration, governance alignment and training to ensure agents remain secure, scalable, and compliant.
Scaling
- Independence of resources
- Agentic AI Agents operate within Microsoft’s Power Platform and Azure cloud infrastructure, which provides elastic scaling, tenant isolation, and high availability. Continuous monitoring and automated load balancing ensure stable agent performance regardless of demand.
Analytics
- Service usage metrics
- Yes
- Metrics types
- We provide service metrics through Microsoft 365, Copilot Studio, and Power Platform admin tools to monitor agent performance and adoption. Metrics include agent usage frequency, interaction volumes, completed task counts, success and failure rates, and connector or API execution status. Administrators can track solution deployments, environment configuration changes, permission updates, and audit log entries related to agent activity. These insights help organisations measure adoption, optimise agent behaviour, and maintain governance compliance. Reports can be accessed via Microsoft Graph API or exported in standard formats such as CSV and Excel.
- Reporting types
-
- API access
- Real-time dashboards
- Regular reports
- Reports on request
- Resource tagging
- No
- FOCUS resource tagging
- No
Resellers
- Supplier type
- Reseller providing extra features and support
- Organisation whose services are being resold
- IThink365
Staff security
- Staff security clearance
- Conforms to BS7858:2019
- Government security clearance
- Developed Vetting (DV)
Asset protection
- Knowledge of data storage and processing locations
- Yes
- Data storage and processing locations
- United Kingdom
- User control over data storage and processing locations
- Yes
- Datacentre security standards
- Complies with a recognised standard (for example CSA CCM version 4.0)
- Penetration testing frequency
- At least once a year
- Penetration testing approach
- ‘IT Health Check’ performed by a CREST-approved service provider
- Protecting data at rest
- Other
- Other data at rest protection approach
- Data at rest is protected using Microsoft 365’s built-in encryption (AES-256) across all storage media. Tenant data is logically segregated, with strict access controls, secure key management, and redundancy across data centres. Physical access is restricted and monitored by Microsoft, ensuring resilience and compliance with public sector security standards.
- Data sanitisation process
- Yes
- Equipment disposal approach
- A third-party destruction service
- Data sanitisation type
- Deleted data can’t be directly accessed / Cryptographic Erasure
Data importing and exporting
- Data export approach
- Agentic AI Agents do not store customer data outside Microsoft 365. All agent configurations, prompts, skills, plugins, connection references, and environment settings remain within the customer’s Microsoft 365 tenant. Administrators can export agents and related components as solution packages (.zip) using Copilot Studio or Power Platform admin tools. Any associated Dataverse data used by agents can be exported to Excel or CSV, or retrieved programmatically using Microsoft Graph or Dataverse APIs. We provide guidance to ensure exports are completed securely and align with organisational governance requirements.
- Data export formats
-
- CSV
- Other
- Other data export formats
-
- Excel
- JSON
- XML
- Data import formats
-
- CSV
- Other
- Other data import formats
-
- Excel
- JSON
- XML
Data-in-transit protection
- Data protection between buyer and supplier networks
-
- Private network or public sector network
- TLS (version 1.2 or above)
- IPsec or TLS VPN gateway
- Data protection within supplier network
- Other
- Other protection within supplier network
- Data within the service network is protected using Microsoft 365’s built-in security controls, including encryption at rest (AES 256), tenant isolation, access controls, and secure authentication. Workflows, tasks, and stored data are segregated per organisation, ensuring confidentiality, integrity, and protection against unauthorised access.
Availability and resilience
- Guaranteed availability
- The service is delivered as a cloud‑hosted SaaS solution with Microsoft’s guaranteed availability of 99.9% for Microsoft 365 and Power Platform services, including Copilot Studio and Agent 365 functionality. Microsoft maintains resilience through redundancy, automated failover, and proactive maintenance across Azure’s global infrastructure. Planned maintenance is scheduled outside business hours where possible, with advance notice provided. Our support model includes proactive monitoring and incident response. If availability falls below the guaranteed level, affected organisations can request remediation, which may include service credits or additional support. This ensures AI agents remain reliable and accessible, supporting uninterrupted business processes for public sector organisations.
- Approach to resilience
- The service relies on Microsoft 365 and Azure’s enterprise‑grade resilience features. Copilot Studio and Agent 365 benefit from redundant architecture, geo‑paired regions, and automated failover to maintain continuity during hardware or regional failures. Continuous monitoring and proactive maintenance minimise downtime, while tenant isolation ensures that usage spikes from other organisations do not affect your environment. Disaster recovery and backup capabilities are built into the Microsoft 365 and Power Platform stack. Detailed datacentre resilience information is available through Microsoft’s published documentation.
- Outage reporting
- The service reports outages through multiple channels to ensure users are kept informed. Public dashboard: Microsoft 365 Service Health provides real‑time status on outages and planned maintenance. Email alerts: Administrators receive notifications for service disruptions, maintenance windows, and resolutions. API: Service health data can be accessed programmatically via Microsoft Graph for integration with monitoring tools. Incident reports include start and end times, affected components, and mitigation steps. Post‑incident summaries are provided to support review, auditing, and compliance requirements.
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- Multi-Factor Authentication (MFA)
- Public key authentication (including by TLS client certificate)
- Identity federation with existing provider (for example Google Apps)
- Limited access network (for example PSN)
- Dedicated link (for example VPN)
- Username or password
- Access restrictions in management interfaces and support channels
-
Interfaces and support channels
Access to management interfaces and support channels is restricted through Microsoft’s security framework and our governance model. Administrative access uses Microsoft Entra ID with MFA and role‑based permissions. Only authorised administrators can manage Copilot Studio agents, environment configuration, and Microsoft 365 settings. Privileged operations are logged through Microsoft 365 audit logs. Support channels require authenticated accounts, and access for staff is granted only when needed and removed after engagement. This ensures secure, auditable, and compliant management and support interactions. - Access restriction testing frequency
- At least once a year
- Management access authentication
-
- Multi-Factor Authentication (MFA)
- Public key authentication (including by TLS client certificate)
- Identity federation with existing provider (for example Google Apps)
- Limited access network (for example PSN)
- Dedicated link (for example VPN)
- Username or password
Audit information for users
- Access to user activity audit information
- Users have access to real-time audit information
- How long user audit data is stored for
- User-defined
- Access to supplier activity audit information
- Users have access to real-time audit information
- How long supplier audit data is stored for
- User-defined
- How long system logs are stored for
- User-defined
Security governance
- Named board-level person responsible for service security
- Yes
- Security governance certified
- Yes
- Security governance standards
- Other
- Other security governance standards
- Cyber Essentials Plus
- Information security policies and processes
- The service follows Microsoft 365’s comprehensive information security policies and processes, aligned with ISO 27001 and public sector security standards. These cover access control, data protection, incident management, change management, and monitoring. Reporting structure: Security responsibilities are defined across organisational and technical teams. A designated Security Officer oversees compliance, reporting directly to senior management. All incidents are logged, escalated, and reviewed according to severity, with documented mitigation steps. Policy enforcement: Access is controlled using role-based permissions and multi-factor authentication. Users are required to follow security best practices, while administrative and operational activity is monitored through audit logs. Regular training ensures staff understand and adhere to policies. Security reviews, internal audits, and automated monitoring help maintain compliance. Incident response: Any suspected breaches trigger immediate investigation and reporting, following a formal escalation process. Lessons learned are applied to update policies, configurations, and controls. This structured approach ensures that the service maintains data confidentiality, integrity, and availability, while providing public sector organisations with clear visibility of security governance and adherence to recognised standards.
- Software Security Code of Practice
- Yes
Operational security
- Configuration and change management standard
- Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
- Configuration and change management approach
- The service follows formal configuration and change management processes aligned with recognised standards (CSA CCM v4.0, SSAE-18/ISAE 3402). All components, including workflows, APIs, integrations, and infrastructure, are tracked through their lifecycle with version control and documented histories. Proposed changes are assessed for security and operational impact, tested in a controlled environment, and approved by authorised personnel. Audit logs and monitoring tools track all changes, ensuring compliance and transparency. This approach maintains service stability, security, and reliability, allowing updates, enhancements, and patches to be deployed safely while providing public sector organisations with a fully auditable and controlled change process.
- Vulnerability management type
- Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
- Vulnerability management approach
- The service follows a structured vulnerability management process aligned with recognised standards (CSA CCM v4.0, SSAE-18/ISAE 3402). Potential threats are assessed through automated scans, internal security reviews, and threat intelligence from Microsoft Security, CERT-UK, and other recognised sources. Risks are prioritised by severity and impact on workflows, data, and integrations. Security patches are tested in a controlled environment and deployed promptly, with critical vulnerabilities addressed as quickly as possible. Continuous monitoring and audit logs ensure emerging threats are identified and remediated, maintaining service security, operational continuity, and compliance for public sector organisations.
- Protective monitoring type
- Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
- Protective monitoring approach
- Identifying compromises: Continuous monitoring of workflows, APIs, system logs, and network activity detects anomalies, suspicious behaviour, or potential security breaches. Automated alerts and threat intelligence feeds from Microsoft Security and CERT-UK support rapid identification of risks. Responding to incidents: Once a potential compromise is detected, incidents are escalated according to severity. Investigation and containment measures are initiated immediately, including isolating affected components and applying mitigation steps. Response time: Critical incidents are addressed as quickly as possible, with formal incident reporting and post-incident review. Lessons learned inform updates to security controls and procedures.
- Incident management type
- Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
- Incident management approach
- The service has defined incident management processes aligned with recognised standards. Pre-defined procedures cover common events, including service outages, security breaches, and workflow failures. Users report incidents via email or the online ticketing portal, with prioritisation based on severity. Incidents are logged, investigated, and escalated as needed, with containment and mitigation measures applied promptly. Users receive updates throughout the resolution process, including incident summaries and post-incident reports detailing causes, actions taken, and lessons learned. Continuous review ensures procedures are improved over time, maintaining operational continuity, transparency, and compliance while protecting public sector data and service reliability.
- Post-quantum cryptography secure
- No
Secure development
- Approach to secure software development best practice
- Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)
Public sector networks
- Connection to public sector networks
- No
Pricing
- Discount for educational organisations
- Yes
- Free trial available
- No
Discount percentage by annual call-off contract value (excluding VAT)
- Less than £250,000
- 5%
- Between £250,000 and £500,000
- 5%
- Between £500,001 and £1,000,000
- 5%
- Between £1,000,001 and £2,500,000
- 5%
- Between £2,500,001 and £5,000,000
- 5%
- Over £5,000,001
- 5%
Non-mandatory Standards and certifications
- ISO/IEC 27001 certification
- No
- ISO 28000:2022 certification
- No
- ISO 9001 certification
- No
- Quality management systems (QMS)
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- No
- Cyber Essentials Alternative
- None of the criteria
- Cyber essentials plus
- Yes
- Please provide your Cyber Essentials Plus Certificate Number
- D2995467-44e9-4934-a970-bb8b35e0ed39
- Other security certifications
- No
Social value
- Section B - Commitment for Future: Delivery
-
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority
- New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
- Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
- Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
- Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
- Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.
- Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises
- Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
- Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
-
Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero
Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.
- Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
- Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
-
Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 6: Employment and training: For those who face barriers to employment
- Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
- Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
- Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition
-
Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.
- Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
- Understanding of issues relating to entering the contract workforce
-
Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.
Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.
- Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
-