Microsoft 365 Copilot Integration

Review Copilot. Improve selected workflows.

We review Microsoft 365 settings and SharePoint permissions and discuss suitable Copilot workflows with your team. Relevant steps depend on licence, configuration, data and approvals. Scope and timing are agreed in advance; no specific productivity gain or blanket compliance is promised.

Clean Up Permissions

We review SharePoint permissions and agreed access controls for the specific Microsoft 365 tenant.

Practical Training

No theoretical click-training. We practice directly on real emails, meeting notes, and data of your team.

Privacy and access controls

We review and configure agreed Purview settings and labels to help reduce the risk of unintended disclosure.

Our Copilot Services

Copilot Philosophy

Security comes before productivity

Copilot is a powerful tool, but it has no own morality: if an employee has access to confidential CEO payroll files in SharePoint, Copilot finds and displays them when queried. A Copilot rollout without permission cleanup is a major security risk. We only activate Copilot once your data structures are secured.

From a live engagement

A Swiss client is rolling out Copilot with us right now, with written usage rules instead of a ban list.

Copilot licensed but barely used?

In a free introductory call, we discuss a specific Copilot task and identify a suitable review or next step.

Book Copilot call

4 Steps to Safe Copilot Deployment

01

Permission Audit

We analyze SharePoint shares and detect uncontrolled file access in the tenant.

02

Cleanup & Hardening

We close security gaps and activate Microsoft Purview Information Protection.

03

Rollout & Licenses

We assign licenses selectively and activate Copilot for the first pilot users.

04

Hands-on Dept Training

We train your departments on their real tasks. No demo, but real work.

Scope of Your Copilot Project

01
SharePoint permission report (Over-sharing inventory)
02
Documented Purview Information Protection policy
03
Set up Sensitivity Labels for confidential documents
04
Ready-to-use M365 Copilot rollout plan for all departments
05
Employee handbook for prompting in Office applications
06
Usage review when agreed in the project scope

Why schnellstart.ai?

M365
review permissions and settings
Workflows
assess potential tasks with your team
Scope
agree before implementation

Governance Stack: Microsoft + Swiss Additions

We activate what you already have in your M365 license, and add Swiss-hosted where it truly matters for compliance.

Microsoft 365 Copilot logo

Microsoft 365 Copilot

FADP-compliant Configuration

Microsoft 365 Copilot with Sensitivity Labels, DLP rules and tidy SharePoint permissions. Productive without oversharing risk.

Microsoft Purview logo

Microsoft Purview

DLP & Compliance

Microsoft Purview for Sensitivity Labels, Data Loss Prevention and audit logging. Already included in most M365 licenses, just not activated.

Azure OpenAI (Swiss) logo

Azure OpenAI (Swiss)

Swiss-region OpenAI

Azure OpenAI in the Swiss region (Zurich), GPT models without data flowing to the US. For critical use cases with data residency requirements.

Infomaniak logo

Infomaniak

Swiss Hosting

Swiss cloud provider for AI models and workflows that don't run through Microsoft. 100% in Switzerland, B-Corp certified.

n8n (Swiss-hosted) logo

n8n (Swiss-hosted)

Workflow Automation

n8n on Swiss servers for governance workflows: audit trails, approval flows, vendor onboarding. Self-hosted, no vendor lock-in.

Entra ID & Defender logo

Entra ID & Defender

Identity & Shadow AI

Entra ID app audit, Conditional Access and Defender for Cloud Apps, the identity and monitoring layer that makes shadow AI visible.

Areas of Use

Microsoft Copilot for the departments that need it

Whether automated meeting minutes, quote checking in sales, or email pre-selection in support - we make Copilot your most useful assistant.

Automated document processing, client portals and FADP-compliant data systems. We connect your existing tools (Bexio, Abacus, KLARA) into a seamless workflow.

View Copilot use cases

Project management dashboards, automated quoting processes and document management. Digitalization for construction projects: from proposal to final billing.

View Copilot use cases

Patient portals, appointment management and secure data systems. EPD integration and FADP-compliant AI solutions for practices, home care and clinics.

View Copilot use cases

Automated document analysis, client management and FADP-compliant communication. AI tools that reduce routine tasks in law firms.

View Copilot use cases

ERP integration, digital project management and AI-powered process optimization. Software for manufacturing SMEs, from order to delivery.

View Copilot use cases

Shop integration, inventory automation and customer analytics. We connect online and offline channels into a seamless customer journey.

View Copilot use cases

Your experts

Lukas Huber
Lukas Huber
Microsoft Tenant Architecture & Security
Florian Witschi
Florian Witschi
Employee Training & Prompting
Request Microsoft Copilot consulting now
“I’m very satisfied with the work delivered for the Alventis website.”
Viktoria Oris
Viktoria Oris
Alventis
Read Full Story
Alventis – Case study detail view
Alventis

Let's talk straight

Direct with me. No funnel, no sales pitch.

Or go direct: Call · WhatsApp

You'll usually reach Lukas by phone Mon⁠–⁠Fri, 10 am⁠–⁠12 pm and 1⁠–⁠6 pm Swiss time. If he's with a client, he'll call you back, usually by the next working day.