Blog

Insights & ideas

Stay ahead with expert articles, industry trends, and actionable insights to help you grow.

Copilot Studio without the risk: The IT ops’ guide to AI governance
10 mins read
September 17, 2025

How do we give people access to AI tools without risking data leaks?

Public AI tools risk data leaks and compliance breaches. Copilot Studio runs inside your Microsoft 365 tenant, so with the right governance you can enable AI securely and confidently.

Read more

TL;DR:  

Public AI tools like ChatGPT create security and compliance risks because you can’t control where sensitive data goes. Copilot Studio solves this by running inside your Microsoft 365 tenant, inheriting existing permissions, enforcing tenant-level data boundaries, and aligning with Microsoft’s Responsible AI standards and residency protections. With proper governance — from data cleanup and Data Loss Prevention to connector control and clear usage policies — you can enable safe, compliant AI adoption that builds trust and empowers employees without risking data leaks or reputational damage.

“How do we give employees access to AI tools without sensitive data leaking to public models?”

It’s the first question IT operations and compliance leaders need to consider when AI adoption comes up — and for good reason. While tools like ChatGPT are powerful, they aren’t built with enterprise governance in mind. As a result, AI usage remains uncontrolled, potentially exposing sensitive information.

The conversation is no longer about if employees will use AI, but how to allow it without risking data loss, non-compliance, or reputational damage.

In this post, we explore how you can deploy Copilot Studio securely to give teams the AI capabilities they want while keeping data firmly within organisational boundaries.

The governance challenge

Most free, public AI tools have one major drawback: you can’t control what happens to the data you give them. Paste in a contract or an HR document, and it could be ingested into a public model with no way to retract it.

For IT leaders, that’s an impossible position:

  • Block access entirely and watch shadow AI usage grow.
  • Allow access and risk sensitive data leaving your control.

What you need is a way to enable AI while ensuring all information stays securely within the organisation’s boundaries.

How Copilot Studio handles security and data

Copilot Studio is designed to work with — not around — your existing Microsoft 365 security model. That means:

  • Inherited permissions: A Copilot agent can only retrieve SharePoint or OneDrive files the user already has access to. If permissions are denied, the agent can’t access the file. No separate AI-specific access setup is required.
  • Tenant-level data boundaries: All processing happens within Microsoft’s secure infrastructure, backed by Azure OpenAI. There’s no public ChatGPT endpoint — data stays within your private tenant.
  • Responsible AI principles: Microsoft applies its Responsible AI Standard, ensuring AI is deployed safely, fairly, and transparently.

For European customers, Copilot Studio also aligns with the EU Data Boundary commitment, keeping data processing inside the EU wherever possible. Similar residency protections apply globally under Microsoft’s Advanced Data Residency and Multi-Geo capabilities.

Governance in practice

Deploying Copilot Studio securely takes more than a few clicks. Successful rollouts include:

  1. Data readiness

Many organisations have poor data hygiene — redundant, outdated, or wrongly shared files. Before enabling Copilot, clean up data stores, remove unnecessary content, and confirm access rights. If Copilot can access it, so can employees with matching permissions.

  1. Data loss prevention

Use Microsoft’s built-in Data Loss Prevention (DLP) capabilities to stop Copilot from accessing or exposing sensitive information. At the Power Platform level (which covers Copilot Studio), DLP policies focus on controlling connectors; for example, blocking connectors that could pull data from unapproved systems or send it outside your governance boundary.

Beyond Copilot Studio, Microsoft Purview DLP offers a broader safety net. It protects sensitive data across Microsoft 365 apps (Word, Excel, PowerPoint), SharePoint, Teams, OneDrive, Windows endpoints, and even some non-Microsoft cloud services.  

By combining connector-level controls with Purview’s sensitivity labels and classification policies, you can flag high-risk content such as medical records or salary data, and prevent it from being surfaced by Copilot.

Configure DLP policies to prevent Copilot from retrieving information from sensitive or confidential files, such as medical records or salary data. Use sensitivity labels to flag and restrict high-risk content.

  1. Connector control

Remove unnecessary connectors to prevent Copilot from accessing data outside your governance framework.

  1. Clear internal guidance

Publish company-specific usage rules. Load the documentation into Copilot Studio so employees can query an internal knowledge base before asking questions that rely on external or unverified sources.

  1. Escalation paths

For complex or sensitive questions, integrate Copilot Studio with ticketing systems or expert routing — for example, automatically opening an omnichannel support case.

Building trust in AI adoption

Security isn’t the only barrier to AI adoption — trust plays a critical role too. Employees, legal teams, and executives need confidence that AI tools won’t create new liabilities. Microsoft has taken several steps to address these concerns:

  • Copyright protection: Under its Copilot Copyright Commitment, Microsoft stands behind customers if AI-generated output triggers third-party copyright claims, covering legal defence and costs.
  • Compliance leadership: Microsoft has been proactive in aligning AI services with global and regional legislation, from the EU Data Boundary to sector-specific regulations.
  • Responsible use by design: The company’s Responsible AI principles ensure AI is developed and deployed with fairness, accountability, transparency, and privacy as core requirements.

For IT leaders, this means adopting Copilot Studio isn’t just a technical exercise but an opportunity to establish governance, legal assurance, and ethical use standards that will support AI adoption for years to come.

Why AI governance for Copilot Studio can’t wait

Microsoft has been proactive on AI legislation and compliance since the start, with explicit commitments on data protection and even AI copyright indemnification. But no matter how robust the vendor’s safeguards, governance still depends on your internal policies and configuration.

The earlier you establish these guardrails, the sooner you can empower teams to innovate without risk — and avoid retrofitting controls after a security incident.

Need help? Book your free readiness audit to see exactly where your governance gaps are and how to fix them before rollout so you can deploy Copilot Studio with confidence.

Useful resources

Soft blue and white gradient background with blurred smooth texture
Filter
Industry
Technology
Solution category
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
When should we start using Microsoft Fabric?
October 29, 2025
6 mins read
When should we start using Microsoft Fabric?
Read more

TL;DR

Fabric is emerging as the next-generation data and AI platform in Microsoft’s ecosystem. For growing organisations, the real question isn’t if you’ll use it — it’s how to get ready so that the investment delivers value fast. Signs you’re ready to begin: if your reporting relies on too many Excel files, your Power BI dashboards are slowing down, or pulling consistent data from different tools has become time-consuming and expensive. It’s also time to explore Fabric if your infrastructure and maintenance costs keep rising while insights stay stuck in silos.

“Where should we begin if we’re new to Microsoft Fabric?”

Whether you’re at the start of your analytics journey or already running tools like Synapse, Databricks, or Data Factory, Fabric offers a unified, scalable platform that connects your data and prepares you for AI. Not every organisation will start from the same place, and that’s okay.

Start small. Use a trial or low-tier capacity, connect one key dataset, define clear goals of your POC and evaluate performance. Hold off only if your organisation lacks data discipline or governance maturity. The earlier you begin experimenting, the smoother your transition when Fabric becomes the foundation of enterprise data operations.

“Can Fabric live up to its ‘all-in-one’ claims? Is now the right time to jump in?”  

It’s a question many teams are asking as Microsoft pushes Fabric into mainstream adoption.  

You’ve seen the demos, read the roadmap, and perhaps even clicked that ‘Try Fabric’ button — but readiness is key.  

If you adopt it before your organisation is prepared, you’ll spend more time experimenting than gaining value. If you start using it too late, your competitors will already be using Fabric to run faster, cleaner, and more scalable data operations.

Why timing matters for Microsoft Fabric adoption

If your team already uses Microsoft 365, Power BI, or Azure SQL, Fabric is the natural next step. It brings all your data and analytics together in one secure, cloud-based platform, without adding another layer of complexity.

For many organisations, the real challenge isn’t collecting data — it’s connecting it. You might be pulling financials from SAP or Dynamics, customer data from an on-premises CRM, and operational data from a legacy ERP or manufacturing system. Each of those tools stores valuable information, but they rarely talk to each other in real time.  

Fabric bridges that gap by creating a single, governed layer where all your data can live, be analysed, and feed AI models, while still integrating smoothly with your existing Microsoft environment. It brings together what used to be separate worlds:  

  • Synapse for warehousing,  
  • Data Factory for pipelines,  
  • Stream Analytics for real-time data, and  
  • Power BI for reporting.  

Historically, these ran as siloed services with their own governance and performance quirks.  

Fabric replaces this patchwork with one SaaS platform, powered by OneLake as a shared data foundation. That means one copy of data, one security model, and one operational playbook. Less time reconciling permissions, fewer brittle integrations, and a unified line of sight on performance.

For IT Operations, this changes everything. Instead of maintaining scattered systems, teams move towards proactive enablement, governance, monitoring, and automation.  

The real challenge isn’t understanding what Fabric can do; it’s knowing when your environment and team are ready to make the move.

Questions like this keep surfacing across forums like Reddit:

“Do we actually have the right skills and governance in place to use Microsoft Fabric properly?”

Let’s see what readiness really looks like in practice.

Signs your organisation is ready for Microsoft Fabric

You don’t need a massive data team or an AI department to benefit from Fabric. What matters is recognising the early warning signs that your current setup is holding your business back.

You’re running the business from Excel (and everyone’s version is different)

If every department builds its own reports, and the CEO, finance, and sales teams are never looking at the same numbers, Fabric can unify your data sources so everyone works from one truth.

Your Power BI reports are slowing down or getting hard to maintain

When dashboards take too long to refresh or adding new data breaks existing reports, you’ve outgrown your current setup. Fabric helps you scale Power BI while keeping performance and governance under control.

Reporting takes days and still raises more questions than answers

If your analysts spend more time moving files than analysing data, you’re ready for a platform that automates data movement and standardises reporting.

Your IT costs are rising, but you’re still not getting better insights

Maintaining servers, SQL databases, or patchwork integrations adds cost without adding value. Fabric replaces multiple systems with one managed platform, reducing overhead while enabling modern analytics and AI.

You want to use AI responsibly, but don’t know where to start

Fabric integrates Microsoft’s Copilot and data governance tools natively. That means you can explore AI safely — with your data, under your security policies — and our team can help you get there, step by step.

When to wait before adopting Microsoft Fabric

There are good reasons to hold off, too. If your organisation still lacks basic data discipline — no clear ownership, inconsistent naming, or ungoverned refreshes — Fabric will only amplify those gaps. Similarly, if you rely heavily on on-premises systems that can’t yet integrate with Fabric, the return on investment will be limited.

And if your team has no Fabric champions or time for upskilling, start with a pilot. Microsoft’s learning paths and community are growing by the day, but this is a platform that rewards patience and structure, not a rush to go all-in at once.

Even if you’re not ready today, you can start preparing by defining who owns your key datasets, documenting where your data lives, and assigning a small internal champion for analytics.  

These are the first building blocks for a successful Fabric journey — and we can help you set them up before you invest in the platform itself.

Put real-time intelligence and AI agents to work  

Once you’ve built a foundation of data discipline and readiness, Fabric starts to show its real power.  

Fabric enables real-time visibility into your operations, whether that means tracking inventory levels, monitoring production metrics, or getting alerts when something in your system changes unexpectedly. Instead of waiting for a daily report, you can see what’s happening as it happens.

And AI capabilities go far beyond Copilot. Fabric introduces data agents: role-aware assistants that enable business users to explore and query data safely, without adding reporting overhead for IT. The result is true self-service intelligence, where operations teams can focus on governance, performance, and optimisation instead of ad-hoc report requests.

Start before you need it, but not before you’re ready

Teams that start experimenting with Fabric now will be the ones setting best practices later. Microsoft’s development pace is relentless, and Fabric’s roadmap is closing the gaps between data, analytics, and AI at speed.

Fabric adoption isn’t a switch-on event. It comes with a learning curve. The earlier you begin, the easier it becomes to standardise governance, establish naming conventions, and embed Fabric into CI/CD and monitoring pipelines.

If your analytics stack feels stretched, your infrastructure spend is rising, or your governance model needs a reset, it’s time to start testing Fabric. Do it deliberately, in small steps, and you’ll enter the next generation of Microsoft’s data platform on your own terms.

Ready to see how Microsoft Fabric could work for your organisation?
Whether you’re just exploring or planning a full modernisation, our team can help you map your current data landscape and guide you step-by-step through a safe, structured adoption.

Book a free Fabric readiness assessment.

Use Copilot directly inside Power Platform with generative pages
October 22, 2025
4 mins read
Use Copilot directly inside Power Platform with generative pages
Read more

TL;DR


You don’t always need Copilot Studio to use Copilot in Power Platform. Microsoft is weaving generative features directly into tools like Power Apps and Power Automate. With generative pages, you can use natural language to build pages into your model-driven apps with unique functionality, skipping dozens of manual steps. It’s still early days but it already shows how Copilot is moving from optional add-on to everyday productivity layer inside the platform.

Ever wished Copilot could build your Power Platform pages for you?

Model-driven apps have always been structured and corporate, designed for consistency rather than flexibility. Custom pages (similarly to canvas apps) gave makers some creative freedom but building them often meant lengthy workarounds.  

Generative pages change that balance. You can now describe what you need in plain English, and Copilot generates the page for you inside your model-driven app. What once required dozens of steps or complex canvas app design can now be spun up in minutes.

This is more than a convenience feature. It marks the way Copilot is flowing into the Power Platform ecosystem — not as a knowledge base lookup tool, but as a practical, embedded capability for app creation.

How to build your first app with Copilot in Power Platform

If you want to explore generative pages today, you’ll need to set up a US developer environment. The preview was announced on 21 July and, at the time of writing, is only available in the United States.  

European users can experiment by creating a US environment, but they should only use data that is safe to leave EU boundaries. A full general availability release in Europe is expected in 2026, though dates are not yet confirmed in Microsoft’s release plans.

How to get started:

  • Start with a model-driven app (see Microsoft’s step-by-step guide). Generative pages sit inside these apps, giving you a natural language way to add new functionality.
  • Describe what you need in plain language — for example, “a form to capture customer onboarding details” or “a dashboard showing open cases by priority.” Copilot generates the layout, controls, and data bindings automatically.
  • Refine and customise the page by adjusting fields, tweaking the layout, or modifying logic as you would with any other app component.
  • Embed the page into your app by adding it to navigation, combining it with existing model-driven pages.  

Think of the PCF as the “3D printer” for your LEGO set. Power Platform already gives you plenty of building blocks (low-code components you can drag and drop). If something is missing, PCF lets you design and build your own bespoke block, then slot it neatly into your app.

  • Start using it. The output isn’t a mock-up or placeholder; it’s a functional page connected to your data model and ready to support your process.

Copilot for Power Automate

Copilot isn’t only helping with app building. In Power Automate, you can now create flows just by describing what you want in plain English.  

Instead of adding every step manually, Copilot builds the flow for you. This makes it easier for newcomers to get started and saves time for experienced makers. You can find examples and details on Microsoft Learn.

What to keep in mind

  • Early wave: These features are still in preview. Expect limitations, and don’t base production apps on them yet.
  • Data residency: If you’re in Europe and experimenting with a US environment, only use non-sensitive data.
  • Future availability: European general availability is expected in 2026, but plans are not final. Check the release plan site for updates.
  • Governance still matters: Copilot may reduce effort, but it doesn’t remove the need for data quality, licensing checks, and proper lifecycle management.

What’s next in AI-assisted app design

We’re still at the start of the wave, but even now, you can create polished, functional applications in a fraction of the time and embed them directly into model-driven apps.  Copilot will soon become part of everyday app-building in the Power Platform — no separate studio required.

Copilot isn’t just about generating text. It makes us rethink how enterprise applications are designed and automated. And as these previews mature into general availability, the difference between long, complex builds and quick, AI-assisted development will only widen.

Curious how to adopt Copilot in your Power Platform environment today and prepare for what’s coming next? Get in touch with our experts and start shaping your roadmap.

How to build, deploy, and share custom AI agents with Copilot Studio
October 15, 2025
5 mins read
How can I build, deploy, and share custom AI agents with Copilot Studio?
Read more

TL;DR

Copilot Studio makes it possible for IT Ops and business teams to create custom AI agents that can answer questions, run processes, and even automate workflows across Microsoft 365. We recommend a structured approach: define the use case, create the agent, set knowledge sources, add tools and actions, then shape its topics and triggers. But before you dive into building, check your data quality, define a clear purpose, and configure the right policies.  

Before you start setting anything up, stop

It’s tempting to open Copilot Studio and start dragging in tools, uploading files, and typing instructions. But an agent without a plan is just noise.

  • Get your data in order first. Bad data means bad answers, and no amount of clever configuration can save it.
  • Define the “why” before the “how.” Build around a specific use case. For example, sales support, finance queries, service troubleshooting.
  • Don’t build for the sake of building. Just because you can spin up a chatbot doesn’t mean you should. The best agents are purposeful, not experimental toys.  

Think of your agent as a new team member. Would you hire someone without a role description? Exactly.

Building your first Copilot: practical steps

Once you know the “why”, here’s how to get your first custom agent working.

1. Author clear instructions

Clear instructions are the foundation of your agent. Keep them simple, unambiguous, and aligned to the tools and data you’ve connected. Microsoft even provides guidance on how to write effective instructions.

2. Configure your agent

  • Content moderation: In the Agent → Generative AI menu, set rules for what your Copilot should (and shouldn’t) say. For example, if it can’t answer “XY”, define a safer fallback response.
  • Knowledge sources: You can upload multiple knowledge sources, or add trusted public websites so the agent uses those instead of a blind web search.
  • Add tools: Agents/Tools/Add a tool lets you extend functionality. For instance, connect a Meeting Management MCP server so your Copilot inherits scheduling skills without rebuilding them.

You’re not just configuring settings — you’re composing a system that reflects how your organisation works.

3. Validate your agent’s behaviour

As of now, there’s no automated testing of agents, but that doesn’t mean you should skip this step. You can manually test your agent as the author. The Copilot Studio test panel allows you to simulate conversations, trace which topics and nodes are activated, and identify unexpected behaviours. The panel is there to help you spot gaps, so take the time to run realistic scenarios before publishing.

4. Pick the right model

Copilot Studio now offers GPT-5 Auto (Experimental) alongside GPT-4.0 (default). The experimental model can feel sharper, but it may not reliably follow instructions. If stability matters more than novelty — and for most IT Ops rollouts it does — stick with 4.0 until you’re confident.  
(As of 15th October, 2025. Note that model availability and behaviour may change over time).

The difference between noise and value

Rolling out a custom agent isn’t about dropping a chatbot into Teams. Done right, it’s about embedding AI into workflows where it drives real value — answering finance queries with authority, guiding service agents through processes, or combining AI with agent flows for end-to-end automation.

The difference between a useless bot and a trusted agent is preparation. Build with intent, configure with care, and test until you're sure it works properly.

You wouldn’t give a new hire access to your systems without training, policies, and supervision. Treat your AI agents the same way.

Need help automating workflows with Copilot Studio? Get in touch with our experts to discuss your use case.

How is Fabric changing enterprise data and AI projects?
October 9, 2025
4 mins read
How is Fabric changing enterprise data and AI projects?
Read more

TL;DR

Microsoft Fabric has become the fastest-growing product in Microsoft’s history in just 21 months. Its unification of previously fragmented tools, built-in real-time intelligence, AI-driven data agents, and full CI/CD support make it a turning point for users. Going forward, Fabric won’t be just another platform to support — it will be the foundation of enterprise data and AI. For IT Ops, that means shifting from fragmented support to proactive enablement, governance, and automation.

What problem is Fabric solving?

Historically, Microsoft’s data stack was a patchwork: Synapse for warehousing, Data Factory for pipelines, Stream Analytics for real-time, Power BI for reporting. Each had its own UI, governance quirks, and operational playbook.

Fabric consolidates that fragmentation into a single SaaS platform. Every workload — engineering, science, real-time, BI — runs on OneLake as its common storage layer. One data copy, one security model, one operational pillar. That means less time spent reconciling permissions across silos, fewer brittle integrations, and a clearer line of sight on performance.

How does real-time intelligence change the game?

Data platforms used to mean waiting until the next day for updates. Fabric resets these expectations. With Real-Time Intelligence built in, organisations can analyse telemetry, IoT, and application events as they happen — and trigger actions automatically.

For IT Ops, this changes monitoring from reactive to proactive. Anomaly detection and automated alerts are no longer bespoke projects; they’re native capabilities. The platform itself becomes part of the operations toolkit, surfacing issues and even suggesting resolutions before they escalate.

Is Fabric’s AI just Copilot?

So far, much of the AI conversation has centred on Copilot. But Fabric is pushing further, introducing data agents: role-aware, business-user-friendly assistants that can “chat with your data”.

This isn’t to replace analysts — the goal is to reduce bottlenecks. Business teams can query data directly, run sentiment analysis on CRM records, or detect churn patterns without submitting a ticket or waiting for a report build. IT Ops teams, in turn, can focus on platform health, governance, and performance, confident that access and security policies are enforced consistently.

How does Fabric fit into DevOps (DataOps) practices?

Fabric is closing the gap between data and software engineering. Every item, from a pipeline to a Power BI dataset, now supports CI/CD. GitHub integration is tightening, the Fabric CLI has gone open source, and the community is expanding rapidly.

For developers, this means fewer manual deployments, clearer audit trails, and the ability to fold Fabric artefacts into existing DevOps pipelines. Troubleshooting is also improving, with capacity metrics being redesigned for easier debugging and monitoring APIs opening new automation opportunities.

Why does this matter for IT operations going forward?

Fabric’s rapid progression is not just a vendor milestone. It signals a market demand for unified foundations, real-time responsiveness, AI-ready governance, and operational maturity.

As Fabric becomes the default data platform in the Microsoft ecosystem, IT operations will decide whether its promise translates into reliable, compliant, and scalable enterprise systems. From governance models to real-time monitoring to embedding Fabric into CI/CD, IT Ops will be the enabler.

What’s next for IT Ops with Fabric?

Fabric’s trajectory suggests it is on its way to becoming the operational backbone for AI-driven enterprises. For IT Ops leaders, the question is no longer if Fabric will be central, but how quickly they prepare their teams and processes to run it at scale.

Those who act early will position IT operations not as a cost centre, but as a strategic driver of enterprise intelligence.

Ready to explore how Microsoft Fabric can support your AI and data strategy? Contact our team to discuss how we can help you design, govern, and operate Fabric effectively in your organisation.

How to enable citizen developers to build custom agents in Copilot Studio
September 30, 2025
5 mins read
How to enable citizen developers to build custom agents in Copilot Studio
Read more

TL;DR:

Ops teams play a critical role in enabling citizen developers to build custom AI agents in Microsoft Copilot Studio. With natural language and low-code tools, non-technical staff can design workflows by simply describing their intent. The approach works well for structured processes but is less effective for complex file handling and multilingual prompts. To avoid compliance risks, high costs, or hallucinations, Ops teams must enforce guardrails with Data Loss Prevention, Purview, and Agent Runtime Protection Status. Adoption metrics, security posture, and clear business use cases signal when an agent is ready to scale. Real value comes from reduced manual workload and faster processes.

From chatbots to AI agents: lowering the barrier to entry

Copilot Studio has come a long way from its Power Virtual Agents origins. What was once a no-code chatbot builder has become a true agent platform that combines natural language authoring with low-code automation.

This shift means that “citizen developers” — business users, non-technical staff in finance, HR, or operations — can now design their own AI agents by simply describing what they want in plain English. For example:

“When an invoice arrives, extract data and send it for approval.”

Copilot Studio will automatically generate a draft workflow with those steps. Add in some guidance around knowledge sources, tools, and tone of voice, and the result is a working agent that can be published in Teams, Microsoft 365 Copilot, or even external portals.

This lowers the barrier to entry, but it doesn’t remove the need for structure, governance, and training. That’s where the Ops team comes in.

Good to know: Where natural language works — and where it doesn’t

The AI-assisted authoring in Copilot Studio is powerful, but it has limits. Citizen developers should know that:

  • Strengths: Natural language works well for structured workflows and simple triggers (“if an RFP arrives, collect key fields and notify procurement”).
  • Weaknesses: File handling is still a challenge. Unlike M365 Copilot or ChatGPT, Copilot Studio agents are not yet great at tasks like “process this document and upload it to SharePoint” purely from natural language prompts. These scenarios require additional configuration.
  • Localisation gaps: Native Hungarian (and many other languages) aren’t yet supported, so prompts must be translated to English first — with the risk of losing substance.

For Ops teams, this means setting realistic expectations with business users and stepping in when agents need to move from prototype to production.

Setting guardrails: governance, security, and compliance

Citizen development without governance can quickly become a compliance risk — or result in unexpected costs. Imagine a team lowering content moderation to “low” and publishing an agent that hallucinates, uses unauthorised web search, or leaks sensitive data.

To prevent these scenarios, Ops teams should establish clear guardrails:

  • Train citizen developers first on licenses, costs, knowledge sources, and prompting.
  • Apply DLP policies — Power Platform Data Loss Prevention rules can extend into Copilot Studio, preventing risky connectors or external file sharing.
  • Leverage Microsoft Purview to enforce compliance and detect policy violations across agents.
  • Check Monitor Protection Status — each Copilot Studio agent displays a real-time security posture, flagging issues before they escalate.
  • Define a governance model — centralised (Ops reviews every agent before publishing) or federated (teams experiment, Ops provides oversight). For organisations new to citizen development, centralised control is often the safer path.

The goal is to strike the right balance: empower citizen developers, but ensure guardrails keep development secure and compliant.

Scaling and adoption: knowing when to step in

Citizen-built agents can add value quickly, but Ops needs to know when to take over. Some key signs:

  • Adoption metrics — Copilot Studio provides data on engagement, answer quality, and effectiveness scores. If an agent is gaining traction, it may need Ops support to harden and scale.
  • Security posture — monitoring Protection Status helps Ops see when an agent needs adjustments before wider rollout.
  • Clear use case fit — when a team builds an agent around a defined business process (invoice approval, employee onboarding), it’s a good candidate to formalise and extend.

Ops teams should also set up lifecycle management and ownership frameworks to avoid “shadow agents” that nobody maintains.

How to measure the real value of custom agents

Metrics like adoption, effectiveness, and engagement tell part of the story. But the real measure of success is whether agents help reduce manual workload, accelerate processes, and cut costs.

For example:

  • Does the HR onboarding agent save time for hiring managers?
  • Does the finance approval agent speed up invoice processing and payment approvals?  
  • Is there a reduction in number of tickets that Ops teams have to handle because business users solve their needs with agents?

These qualitative outcomes matter more than raw usage stats — and Ops is best positioned to track them.

Takeaways for Ops teams

Enabling citizen developers in Copilot Studio is all about finding the right balance. You want to give business users the freedom to experiment with natural language tools and ready-made templates. At the same time, it helps to teach them the basics — how to prompt effectively, what knowledge sources to use, and even what the licensing costs look like.

Of course, freedom comes with responsibility. That’s why Ops needs to set guardrails through DLP, Purview, and centralised reviews. And as agents start getting real traction, it’s important to keep an eye on adoption metrics so you know when a quick experiment is ready to be treated as an enterprise-grade solution.

When you get this balance right, it becomes a scalable and secure way for the business to automate processes — with Ops guiding the journey rather than standing in the way.

Ready to see how Copilot Studio could empower your teams? Get in touch with our experts and discuss your use case!

Fabcon 2025: Scaling AI fails without a modern data platform
September 25, 2025
4 mins read
What we saw at Fabcon 2025: Scaling AI fails without a modern data platform
Read more

TL;DR:

Scaling AI isn’t just about the model — it’s about the data foundation. Without a unified, modern platform, most AI projects stay stuck in pilot mode. At the recent Microsoft Fabric Conference, we saw firsthand how Fabric delivers that missing foundation: one copy of data, integrated analytics, built-in governance, and AI-ready architecture. The results are faster scaling, higher accuracy, and greater ROI from AI investments.

The illusion of quick wins with AI

Last week, our team attended the Microsoft Fabric Conference in Vienna, where one theme came through loud and clear: AI without a modern data platform doesn’t scale.

It’s a reality we’ve seen with many organisations. AI pilots often succeed in a controlled environment — a chatbot here, a forecasting model there — but when teams try to scale across the enterprise, projects stall.

The reason is always the same: data. Fragmented, inconsistent, and inaccessible data prevents AI from becoming a true enterprise capability. What looks like a quick win in one corner of the business doesn’t translate when the underlying data foundation can’t keep up.

The core problem: data that doesn’t scale

For AI initiatives to deliver value at scale, organisations typically need three things in their data:

  • Volume and variety — broad, representative datasets that capture the reality of the business.
  • Quality and governance — data that is accurate, consistent, and compliant with policies and regulations.
  • Accessibility and performance — the ability to access and process information quickly and reliably for training and inference.


Yet in many enterprises, data still lives in silos across ERP, CRM, IoT, and third-party applications. Legacy infrastructure often can’t handle the processing power that AI requires, while duplicated and inconsistent data creates trust issues that undermine confidence in outputs.  

On top of that, slow data pipelines delay projects and drive up costs. These challenges explain why so many AI initiatives never move beyond the pilot phase.

The solution: a modern, unified data platform

A modern data platform doesn’t just centralise storage — it makes data usable at scale.That means unifying enterprise and external data within a single foundation, ensuring governance so information is clean, secure, compliant, and reliable by default.  

It must also deliver the performance required to process large volumes of data in real time for demanding AI workloads, while providing the flexibility to work with both structured sources like ERP records and unstructured content such as text, images, or video.

This is exactly the gap Microsoft Fabric is built to close.

Fabcon 2025 European Fabric Community Conference

Enter Microsoft Fabric: AI’s missing foundation

At the conference, we heard repeatedly how Fabric is turning AI projects from disconnected experiments into enterprise-scale systems.

Fabric isn’t a single tool. It’s a complete data platform designed for the AI era — consolidating capabilities that used to require multiple systems:

  • OneLake, one copy of data — no duplication, no confusion; store once, use everywhere.
  • Integrated analytics — data engineering, science, real-time analytics, and BI in one platform.
  • Built-in governance — security, compliance, and lineage embedded by design.
  • AI-ready architecture — seamless with Azure ML, Copilot, and Power Platform.
  • Dataverse + Fabric — every Dataverse project is now effectively a Fabric project, making operational data part of the analytics foundation.
  • Improved developer experience — new features reduce friction and make it easier to turn raw data into usable insights.
  • Agentic demos — highlight why structured data preparation is more critical than flashy models.
  • Fabric Graph visualization — reveals relationships across the data landscape and unlocks hidden patterns.

The business impact

The message is clear: Fabric isn’t just a data tool — it’s the foundation that finally makes AI scale.  

Early adopters of Fabric are already seeing results:

  • 70% faster data prep for AI and analytics teams.
  • Global copilots launched in months, not years.
  • Lower infrastructure costs thanks to one copy of data instead of endless duplication.
Fabcon 2025 conference

Make your AI scalable, reliable, and impactful with Microsoft Fabric

AI without a modern data platform is fragile. With Microsoft Fabric, enterprises move from isolated pilots to enterprise-wide transformation.

Fabric doesn’t just modernise data. It makes AI scalable, reliable, and impactful.

Don’t let fragile data foundations hold back your AI strategy. Talk to our experts to explore how Fabric can unlock AI at scale for your organisation.

Sorry, no items found with this category

Ready to talk about your use cases?

Request your free audit by filling out this form. Our team will get back to you to discuss how we can support you.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Stay ahead with the latest insights
Subscribe to our newsletter for expert insights, industry updates, and exclusive content delivered straight to your inbox.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.