Microsoft Solutions
Boyer is your trusted consultant and partner for all things Microsoft. From Microsoft CRM & ERP to Office 365 to the latest innovations like AI & Copilot, we help businesses get the most out of their Microsoft solutions. Whether it’s boosting productivity, enhancing collaboration or streamlining operations, our team guides you every step of the way to ensure your technology works for you.
Consulting & Support Services
A top Microsoft-designated partner for Business Applications and Modern Work, Boyer & Associates has more than 30 years of experience helping customers maximize their Microsoft investment. We can implement, support and connect your software systems, ensuring that your technology is optimized to meet your unique needs.
Not quite sure what solution you need? We get it. Microsoft’s tech stack can get a bit confusing — but not to worry. Our solution architects will start by understanding your pain points to help you identify the best combination of Microsoft-based solutions to solve your business problems and streamline your company’s operations.
With decades of experience helping customers implement new Microsoft software, Boyer’s tried-and-true framework will put you on the path to success. We specialize in on-premise to cloud migrations, “quick start” packaged implementations and full-scale customized implementations.
Disparate systems can cause headaches, slow productivity and create faulty data. Boyer can help you connect your Microsoft software, third-party systems and custom solutions to streamline operations across the company. If you’ve got a specific piece that requires customization, we can do that too.
With over 30 years in the software industry, Boyer has developed proprietary solutions that address real-world gaps for our customers. From Focused Fundraising to custom AI agents and more, we deliver practical innovations to help customers keep moving forward.
Microsoft sells most of its licensing through third-party CSPs like Boyer. More than simply transacting licenses, we can help you determine which licenses you truly need, get you the best deal and manage your licensing going forward.
A Managed Service Provider (MSP) takes a proactive approach to managing your technology. Instead of reacting to problems as they happen, an MSP provides ongoing support and strategic guidance to keep your systems running smoothly.
Boyer’s managed services go beyond basic “break-fix” support. As a Microsoft solutions partner, we provide expert care for your ERP, CRM, and Power Platform solutions, helping you maximize your investment. Our plans offer predictable costs, increase efficiency, and free up your internal teams to focus on core business tasks.
Industries We Support
We understand that different industries have unique needs, and that there is no such thing as “one-size-fits-all” when it comes to implementing a CRM or ERP solution. Boyer has more than 30 years of experience in tailoring Microsoft solutions across a wide (but semi-specific) range of industries.
Boyer has been serving mission-driven organizations since day one. As a trusted Microsoft Tech for Social Impact partner, and launch partner for Microsoft Cloud for Nonprofit, we bring a deep level of expertise to the sector.
Boyer delivers Microsoft-powered solutions for manufacturers seeking to modernize operations, improve supply chain visibility, and drive efficiency across discrete, process, and distribution sectors.
From consulting to design agencies, or from legal to accounting/tax services—Boyer has done it all when it comes to helping professional services firms. We optimize project delivery, boost profitability, and scale operations by tailoring Microsoft’s solutions to each of their unique needs.
Education
Boyer partners with colleges, universities, and continuing education programs to streamline operations, enhance alumni engagement, and unify systems using Microsoft cloud technologies.
Other Industries
In addition to Boyer’s focus on the above primary sectors, our expert consultants have over a million hours of consulting experience transforming software systems for companies across a wide range of industries and segments. This means our team is well equipped to help small and mid-sized businesses across multiple industries.
If you’re looking for self-service insights and expertise, we’ve got you covered. Our resources offer valuable information, from in-depth guides and customer stories showcasing real-world success, to a comprehensive video library. Stay up-to-date with our blog and events, and boost your team’s skills with our expert training and useful downloads.
Since 1994, Boyer has been helping customers do more with their Microsoft software. Learn more about our company, our leadership and our values.
Want to go beyond technical guides and product demos to get real insights from the Boyer experts? Then be sure to subscribe to the Boyer blog.
It’s one thing to hear us talk about ourselves. It’s entirely another to hear what your peers think of their experience with Boyer. Explore our customer stories to see how organizations like yours are driving ROI with Microsoft solutions and Boyer’s expert guidance.
Explore our YouTube channel for expert-led demos, how-to tutorials and thought leadership on Microsoft AI, ERP, CRM and more.
Explore Boyer’s library of product guides and solution white-papers for navigating best practices, support services, solution adoption strategies and more.
Want to learn more about Microsoft’s latest solutions or how Boyer can help you improve your systems? Check out our calendar and register for our upcoming events.
Have a question? Need support? Evaluating Boyer’s services? We’re here to help and we’d love to chat — Reach out today and let’s start the conversation.
More than a Chatbot
Microsoft Copilot is your AI teammate built into the Microsoft apps you use every day. Connected to your business data across Microsoft 365 and Dynamics, it delivers context-aware answers, automates routine work, and surfaces insights—so teams make smarter decisions, move faster, and focus on higher-value work with enterprise-grade security.
What is Microsoft Copilot?
Microsoft Copilot is your embedded AI assistant, built into the Microsoft apps you use every day. It helps you work faster by answering questions, providing business insights, and automating common tasks—all seamlessly connected across your ERP, CRM, Outlook, Teams, and more.
Copilot Is Made to Work with Microsoft Programs:
- Deep System Connectivity: Copilot accesses real-time data across your Microsoft 365 ecosystem, offering context-aware answers tailored to your business.
- Personalized Assistance: It learns from interactions, providing relevant recommendations unique to your role and company processes.
- Enterprise-Grade Security: Built on the trusted Microsoft Cloud, Copilot ensures your data stays secure and compliant with industry standards.
Types of Copilots
There are multiple Microsoft Copilots including:
Microsoft Copilot
The original free version for personal use.
Microsoft 365 Copilot
Your AI companion within your Office/365 suite, including Word, Outlook and more.
Copilot for Sales, Service and Finance
Embedded within your other Dynamics solutions.
Copilot Studio Express
Used to build agents for more complex automations.
How can Copilot help me at work?
Generic AI tools generate content, but they don’t understand your business context. Microsoft Copilot changes that by surfacing insights from your company’s real data, helping you work faster and with more confidence.
With Copilot, you can improve productivity in everyday tasks such as:
Summarizing Documents and Emails:
Quickly extract key insights from lengthy reports or email threads, saving you time reading and reviewing.
Drafting Emails:
Create context-aware, professional emails using information from Outlook and CRM systems without starting from scratch.
Analyzing Data:
Use Excel and Power BI integration to identify trends, generate charts, and get instant data insights with natural language queries.
Preparing Presentations:
Generate high-quality slides and speaker notes automatically, integrating up-to-date business data.
Collaborating Efficiently:
Get AI-powered suggestions in Teams to streamline communication, track meeting notes, and automate action items.
Whether you’re in finance, sales, operations, or any other role, Copilot adapts to your preferences and workflow. It provides secure, reliable insights grounded in your data while maintaining enterprise-grade security and compliance.
Ready to get started?
Contact us today to learn about licensing, setup, or training and see how Microsoft Copilot can transform your daily work.
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Embracing AI for Bigger and Better Returns
AI is everywhere—from the palm of your hand to the streaming recommendations you can’t resist. But in the workplace, moving from available to truly valuable means looking beyond buzzwords.
Before diving in, set your sights on readiness, not just opportunity. Ask: Where does AI fit with your business’s goals? Do you have the data, technology, and talent to support your ambitions? Is your leadership on board, and are your teams prepared not just for new tools, but new ways of working?
Start with a structured AI readiness assessment. Evaluate your business objectives, infrastructure, data quality, and team capabilities. Pinpoint your gaps—and your strengths. Then chart a path that ensures your first step into AI is not just bold, but smart, strategic, and set up for real business impact.
Are you truly AI-ready?
Microsoft’s proven approach outlines 5 Pillars to AI Success, making it easier to pinpoint what’s needed for a successful AI adoption. Here’s how they break it down—and how Boyer can help your business transform with Microsoft AI.
- Business Strategy
Define clear AI objectives that deliver measurable business value. Start with use cases mapped directly to your key KPIs and ROI targets.
- Technology & Data Readiness
Is your infrastructure cloud-enabled and secure? Are your data sets accurate, accessible, and compliant? Data quality drives successful AI deployment, so a rigorous audit is your starting point.
- AI Expertise
Build in-house capability through targeted training and expert partnership. Boyer develops super-users and teams in practical, responsible AI use—not just technical know-how, but strategic adoption.
- Organization & Culture
Foster collaboration and continuous learning. Empower teams to innovate and experiment while sharing AI wins across the company—not just isolated silos.
- Governance & Security
Encourage innovation within guardrails. Set policies for responsible AI use and data privacy, so your organization can scale securely and confidently.
As a certified Microsoft partner and AI customer,
Boyer helps organizations accelerate adoption
from readiness assessments and strategy to training and ongoing support.
Microsoft AI Works Seamlessly Across All Microsoft Programs
With hundreds of AI tools available, what sets Microsoft AI apart is its deep connectivity and integration. Microsoft AI isn’t an add-on—it’s embedded across the Microsoft ecosystem, seamlessly connecting Business Central, Dynamics 365, Power Platform, and more. This integration means your AI works with complete, unified data, empowering your teams to work smarter and faster across systems without disruption.
Boyer Uses Experience and Expertise
As a certified Microsoft partner and AI customer,
At Boyer, we don’t just talk AI—we live it. As a Customer Zero partner, we fully leverage Microsoft Copilot, Agents, and AI capabilities within our own Business Central, Project Operations, and Dynamics CRM systems. We validate and refine solutions internally before recommending them.
With over 30 years of Microsoft expertise and more than 1 million consulting hours delivered across Dynamics 365, Modern Work, and Power Platform, Boyer’s consultants bring deep experience to your AI journey. We help you unlock the power of Microsoft’s AI tools you already use—guiding your business through effective, scalable AI adoption.
Boyer Offers AI Readiness Workshops
Feeling like you’re “drinking from a firehose” when it comes to AI? You’re not alone. Most companies are just getting started—learning the basics, experimenting, and figuring out how to unlock AI’s true potential at work.
We hear it often:
We see the potential value of AI, and we want to use AI at work — We just don’t know how to start.
That’s exactly where Boyer comes in. Unlike broad, generic AI assessments, our workshops focus on real business drivers, your existing system landscape, and cultural readiness. We bring a practical, results-oriented approach to help you find measurable value—not just ideas.
Guided by Microsoft’s proven AI Readiness framework, we collaborate directly with your business and technical leaders to assess your current AI maturity and chart the best path forward.
Our Workshop Series Includes:
Microsoft 365 Copilot Roadmap
Begin with an AI readiness assessment. This workshop helps you develop a clear AI strategy, prioritize key use cases, and build a practical roadmap for your next steps.
Mastering Microsoft 365 Copilot
Unlock the full potential of Microsoft 365 Copilot—from Outlook to Teams and beyond. Equip your team with the skills to use these AI tools responsibly and confidently.
Copilot for Sales Accelerator
Deploy Copilot for Sales and train your users to harness the power of this virtual assistant, elevating your sales productivity.
Take the Next Step Toward AI Success
Whether you’re just curious about AI or ready to accelerate your transformation, Boyer can help. Our tailored AI Training & Readiness Workshops identify high-impact use cases and build strategic roadmaps to maximize your AI investment.
Book your AI readiness workshop today and start transforming your business with Microsoft AI.
What are AI Agents?
AI agents represent the next evolution of AI in the workplace. These custom-built, autonomous tools connect disparate data and automate complex workflows to solve long-standing business challenges. In short, agents are the hardworking heavy-lifters of the Microsoft AI ecosystem.
What’s the difference between Copilot and agents?
While Copilot is an AI-powered assistant designed to help individuals complete specific tasks, AI agents automate entire workflows spanning multiple systems. Think of it this way: Copilot brings personalized, context-aware assistance, while agents enable Copilot to scale by orchestrating and executing multi-step business processes autonomously.
Typically, Copilot serves as the personalized interface to interact with these intelligent agents, combining personal support and powerful automation in a seamless way. This one-two punch is the future of AI assistance and automation.
How do agents work?
You can build AI agents within Microsoft Copilot Studio, a low-code platform that empowers “citizen developers” with minimal technical skills to create custom agents tailored to specific business needs. With the right licenses and permissions, anyone in your organization can build agents that streamline tasks or workflows.
Agents operate not only within your Microsoft ecosystem—accessing Business Central, Dynamics 365, Outlook, Teams, and more—but can also connect and surface insights from third-party data or niche industry applications, breaking down data silos and increasing organizational efficiency.
Types of AI Agents
In general, there are three main types of AI agents you can create with Microsoft Copilot Studio:
Retrieval Agents
These agents pull and summarize data from trusted business sources, delivering quick, concise insights to users on demand.
Action Agents
Designed to execute simple but repetitive tasks autonomously, such as drafting emails, creating records, or answering common customer support queries.
Decision Agents
These agents analyze inputs and recommend or even take next steps, helping streamline decision-making workflows.
Because agents operate across multiple systems and data sources, they eliminate the need to toggle between apps or manually gather information. This interoperable automation extends and amplifies the power of Copilot inside your Microsoft ecosystem.
What Can Agents Do?
Agents are custom-made to fit your company’s unique needs, so the possibilities are vast. If you can imagine a process that could be faster, simpler, or more efficient, an AI agent can likely help. From automating manual workflows to surfacing critical business insights, agents help you gain back valuable time during your workday.
Though AI agents can’t do everything (yet!), they excel at:
Rapidly querying and summarizing information
Handling routine and time-consuming tasks seamlessly
Streamlining cross-system processes for better collaboration
If manual processes are slowing your team down, an AI agent might be the perfect solution to automate these tasks, enabling your business to operate more efficiently and effectively. Contact us to learn how to create your own AI agent tailored to your business.
Boyer Agents
Microsoft’s AI agents are designed to help customers save time and money by connecting disparate data and streamlining complex processes.
As end users ourselves, Boyer has developed key AI agents to assist our team—and our customers—in solving common accessibility and efficiency challenges across Microsoft Dynamics 365. Whether you’re at your desk, on the warehouse floor, or working remotely, these agents deliver the information you need faster and more intuitively.
Boyer Central Agent
Boyer Central Agent empowers users to access vital Microsoft Dynamics 365 Business Central data directly within Microsoft Copilot or Teams. This eliminates the need to log in to the ERP system, speeding up customer interactions and decision-making.
Available data includes sales and purchase orders, invoices, customer and vendor balances, all securely accessible with role-based permissions. Even non-users can retrieve relevant information, making it easier to collaborate across departments without compromising security.
SmartStock
Working in tandem with Boyer Central Agent, SmartStock offers users real-time inventory details such as item availability, unit cost, and reorder status—again without needing direct ERP access.
More than just a lookup tool, SmartStock serves as a productivity booster, delivering actionable insights right where your employees work, helping you respond faster and serve customers better.
InstantInsights
Designed for Microsoft Dynamics 365 Finance & Supply Chain Management users, InstantInsights combines the capabilities of Boyer Central Agent and SmartStock for comprehensive enterprise ERP access.
This agent provides seamless access to financial, procurement, and inventory data while you work in other Microsoft applications, streamlining complex decision-making processes.
Custom Agents and Support
Boyer’s AI agents are currently free for customers who transact their Microsoft 365 Copilot and Dynamics 365 Business Central licenses through us. We also offer custom agent development tailored to your unique business workflows.
We build agents for edge cases where business logic, third-party integrations, and accessibility needs are critical. Our custom agents unlock data access for non-super users and plug integration gaps that existing prebuilt Microsoft agents can’t cover.
Have an idea for an agent that could save your company time and boost efficiency? Let us help turn your vision into reality.
Make Your Next Step with AI Count
You don’t need more hype—you need outcomes. Whether you’re exploring Copilot, building custom agents, or aligning leadership on an AI roadmap, Boyer will meet you where you are and move you toward measurable impact. In a single engagement, we’ll help you identify high-value use cases, map data and governance needs, and enable your teams to work confidently with Microsoft AI.
