How We Built a Microsoft 365 Copilot Agent (With Real Results)

AI tools like Microsoft 365 Copilot isn’t short on hype.

But what people really want to know is:
How are teams actually using it today?

At ProArch, we created the Microsoft Funding Finder Agent using Microsoft 365 Copilot to solve a real challenge in our sales process.

And in this post, we’ll walk you through exactly:

• What a Microsoft 365 Copilot Agent is
• How our Funding Finder Agent works
• The business impact it’s created
• How your team can build a custom Copilot Agent

First, what’s a Microsoft 365 Copilot Agent?

Copilot on its own helps individuals work faster inside Microsoft 365 apps.

Copilot Agents? They’re custom AI assistants designed to handle team-wide tasks and processes.

Copilot Agents can:

• Answer complex questions on the spot
• Automate multi-step workflows
• Surface recommendations from your own data
• Get smarter over time with feedback

The Business Case for Copilot Agents

Microsoft 365 Copilot on its own = personal productivity.

Copilot Agents = team-wide business impact.

They’re not “just another chatbot.” They’re built to solve real-world challenges like:

Our Example: Microsoft Funding Finder Copilot Agent

The Challenge

As a Microsoft Partner, ProArch has access to a variety of Microsoft funding programs that can be applied for on behalf of our customers.

However, navigating these programs is complex and constantly evolving. It’s easy for sales and account teams to miss opportunities simply because they’re unaware of what’s available or how to apply.

The Solution: Microsoft Funding Finder Agent

To address this challenge, ProArch developed a custom Copilot Agent, the Microsoft Funding Finder Agent designed to streamline and automate the funding discovery and nomination process.

The Microsoft Funding Finder agent helps our teams:

• Identify eligible Microsoft funding programs based on customer business objectives
• Match customer profiles to funding opportunities using structured inputs
• Automate nomination and claim steps, reducing manual effort
• Surface eligibility criteria and proof-of-execution requirements to ensure compliance

How We Built the Agent

To enable the agent, our team curated and fed it relevant internal documentation and Microsoft program data, allowing it to present a comprehensive view of available funding options.

How the Funding Finding Agent Works

Sales or pre-sales team members input customer-specific information—such as business goals, number of seats, desired license SKUs, and workloads—into the agent. The agent then:

• Aligns customer objectives with Microsoft’s funding criteria
• Recommends appropriate funding programs (e.g., workshops, assessments)
• Provides next steps for nomination, including documentation and submission guidance

The Impact On Our Business

This one agent changed the way our sales team works:

• Faster sales cycles thanks to funding alignment
• More engaging client conversations with tailored recommendations
• Less manual effort navigating Microsoft’s maze
• Clearer execution steps for nominations and claims

Why share this?

Because Copilot Agents aren’t just theory. They’re practical, usable, and adaptable to your business.

Our Funding Finder Agent is just one example. We have already built several more agents that are streamlining processes.

This same model could apply to proposal generation, customer service, onboarding, or any repeatable workflow where your team burns time today.

How to Build Your Own Copilot Agent

At ProArch, we design and build Microsoft 365 Copilot Agents that embed AI into the tasks, processes, and workflows that matter most to your business.

Our Microsoft 365 Copilot Agent development process includes:

• Solution Design & Architecture: Mapping how the agent will function and integrate
• Implementation & Development: Building and fine-tuning the agent using your data
• Testing & Deployment: Pilot testing, rollout, and training for admins and users
• Documentation & Support: Full setup guides and ongoing managed services

Give Your Team an AI Assistant That Knows Your Business

Microsoft 365 Copilot Agents are changing the way work gets done. Whether it’s funding discovery, proposal generation, or customer service, these agents unlock new levels of efficiency and insight.