Crestwood helps mid-market organizations turn Microsoft 365 into a governed, secure AI business platform that supports real operational work, integrates with AI powered ERP systems, and delivers measurable outcomes, not just more features.
Microsoft 365 has evolved into the foundation of Microsoft’s AI Business Solutions strategy. It is no longer just email and collaboration. It is where business data, identity, security, and AI-assisted work intersect, especially when connected to systems like Dynamics 365 Business Central and the Power Platform. Designed for hybrid work and scalable for businesses of all sizes, Microsoft 365 helps you reduce IT burden, unify communication, and accelerate workflows across your organization.
Microsoft Copilot brings generative AI into the daily flow of work. Integrated directly into Word, Excel, PowerPoint, Outlook, and Teams, Copilot helps employees summarize information, write content, analyze data, and automate repetitive tasks without switching tools or workflows. It turns natural language prompts into business outcomes.
We help finance and IT leaders understand licensing trade-offs, adoption gaps, and underused capabilities so Microsoft 365 spend aligns with actual business value. Microsoft 365 reduces reliance on fragmented tools and unmanaged shadow IT by consolidating communication, content collaboration, and security within a governed platform. Crestwood aligns Microsoft 365 to real workflows and business priorities, not theoretical feature sets.
Microsoft 365 security is powerful, but configuration matters. We design identity, device, and data protection strategies using Entra ID, Purview, and Defender that align with audit, compliance, and operational realities.
Microsoft 365 Copilot Business is available to organizations with 1–300 users and is licensed as an add-on or bundle depending on your current Microsoft 365 subscription. All Copilot Business options require an annual commitment and must be paired with an eligible Microsoft 365 Business license.
Crestwood helps organizations evaluate which Copilot path delivers the best return based on how teams actually work today.
Available for Business Standard and Business Premium customers who want to layer AI into existing licenses with a flexible seat count.
Recommended for organizations upgrading from Business Basic to unlock desktop apps and the full Copilot experience.
Designed for organizations that require advanced security, identity protection, and device management alongside AI.
Book Your Microsoft 365 Productivity Assessment
Crestwood approaches Microsoft 365 as part of a broader AI Business Solutions strategy. Our advisory work focuses on aligning collaboration, security, automation, and analytics with ERP-driven processes so teams are not managing disconnected systems or unmanaged AI risk.
✔️Licensing strategy and Copilot readiness planning
✔️Microsoft 365 tenant setup and migration
✔️Teams governance, training, and lifecycle management
✔️Identity and access policy configuration (MFA, SSO, Conditional Access)
✔️Data protection and compliance setup with Microsoft Purview
✔️Backup and disaster recovery with Azure Backup
✔️Endpoint security and device management with Microsoft Intune
Crestwood’s free Microsoft 365 Productivity Assessment is designed to help you evaluate how your organization is using Microsoft tools today and where you can streamline, consolidate, and enhance productivity. We’ll assess your licensing, collaboration tools, security posture, and readiness for AI-powered features like Microsoft Copilot. The result? A clear, actionable roadmap tailored to your goals, whether you’re reducing costs, enabling hybrid work, or preparing for modern workplace transformation.
These resources are designed for leaders evaluating Microsoft’s AI Business Solutions across productivity, ERP, and automation.
eBook
Uncover hidden risks and strengthen your security posture with a Microsoft Security Assessment. This resource outlines what’s included in the assessment and how it helps identify vulnerabilities, ensure compliance, and protect your Microsoft 365 environment.
EBOOOK
Discover how Microsoft 365 Copilot is transforming productivity across IT, marketing, operations, and sales. This guide explores real-world use cases, automation tips, and strategies for deploying tailored AI agents with Copilot Studio. Learn how to drive efficiency, reduce costs, and unlock smarter collaboration backed by Microsoft’s enterprise-grade security.
Blog Post
This blog explores how Copilot is transforming productivity by integrating AI directly into your ERP. From automating tasks to generating insights, see how you can work smarter, right inside the tools you already use.
A focused conversation to clarify licensing spend, security exposure, and where AI can safely deliver measurable productivity gains.
