Bringing private deal data into Microsoft Copilot for enterprise‑ready adoption at a UK private equity scale up
We built a bespoke intelligence layer over Microsoft Copilot to deliver complete, explainable answers by securely connecting the firm’s CRM and meeting notes. This way, leaders have one place for faster prep and follow‑ups, while reducing admin.
Challenge
The leaders of the PE firm wanted complete answers in one place - especially while on the move.
They already trusted Microsoft 365 and used Copilot daily, but out-of-the-box Copilot can’t access CRM or meeting notes.
For any PE team, that’s the heartbeat of a deal: the CRM holds who and what; call notes capture what was agreed.
Without that context, answers are partial and momentum stalls.
Solution
We brought the firm’s private deal context into Copilot securely and with minimal change for users.
Executives can now ask a plain‑English question in Copilot and get a complete, explainable answer that reflects Microsoft 365 files and the firm’s CRM and call notes, with clear next‑step suggestions using the firm’s own terminology.
This additional intelligence layer respects existing permissions and governance, and works across desktop and mobile, meaning easy adoption for the workforce.
Impact
One place for answers: Complete, explainable responses across Microsoft 365, CRM and notes - no switching tools necessary
Immediate productivity gains: Faster preparation and follow‑ups, fewer manual lookups, while reducing admin
Adoption without friction: Familiar experience, low ongoing cost, and a pattern that scales across teams and portfolios.
