Start with the problem, then choose the product.

Select a product from a service page to learn what it helps solve, where it fits, and which consulting capability supports it. Features and licensing vary by product and configuration.

Modern work

Exchange

The problem: Email, calendars, and mailbox administration need consistent ownership and reliable operation.

Manage organizational messaging and scheduling, including mailbox access, mail flow, and supported retention and protection settings.

Intune

The problem: Unmanaged devices and inconsistent application settings create support and security gaps.

Manage supported devices and applications, apply configuration and compliance policies, and coordinate access requirements with identity and security teams.

Microsoft 365

The problem: People lose time switching tools, finding documents, and coordinating everyday work.

Bring email, meetings, documents, and collaboration into a managed workplace. Align Microsoft 365 apps, content ownership, and adoption with the way teams actually work.

OneDrive

The problem: Individual work files are trapped on devices or shared through uncontrolled copies.

Provide managed file storage, synchronization, and sharing for individual work, with collaboration and recovery capabilities that depend on configuration.

SharePoint

The problem: Shared documents and company knowledge are difficult to organize, maintain, and find.

Create managed sites, document libraries, and intranet experiences with appropriate permissions, ownership, and information structure.

Teams

The problem: Conversations, meetings, and project decisions are scattered across disconnected channels.

Organize chat, meetings, calling, and shared workspaces around teams and business processes. Establish workspace ownership and clear collaboration practices.

Viva

The problem: Employees struggle to find company resources, connect with colleagues, and access relevant learning.

Use Connections for employee resources, Engage for communities, Learning for development, and Insights for appropriately governed workplace analysis. Set content ownership and privacy requirements before rollout.

Windows 365

The problem: Employees need a consistent Windows workspace without depending entirely on a particular physical device.

Provide cloud-hosted personal computers, called Cloud PCs, that users can access from supported devices. Select the right edition and plan identity, provisioning, networking, and support.

Windows Autopilot

The problem: Preparing new or reassigned Windows devices requires too much manual setup.

Streamline supported device provisioning and enrollment into organizational management. Plan prerequisites, deployment profiles, and exception handling.

Threat protection and data security

Defender for Cloud

The problem: Cloud teams struggle to identify exposed workloads, prioritize configuration risks, and maintain consistent protection across environments.

Combine cloud security posture management with workload protection across supported Azure, connected multicloud, and hybrid resources. Select plans, connect environments, and establish protection coverage around workload risk and operational requirements.

  • Posture management: assess recommendations, vulnerabilities, and supported attack paths to prioritize exposure by business impact. Assign remediation owners and track exceptions rather than treating a score as proof of security.
  • Workload protection: enable relevant plans for servers, containers, databases, storage, and other supported services. Confirm connector, agent, permission, and pricing requirements before onboarding.
  • Operational response: route relevant alerts into security investigations and response workflows. Validate integrations, escalation responsibilities, and protection coverage as workloads change.

Defender XDR

The problem: Disconnected security signals obscure attacks spanning email, endpoints, identities, and cloud applications.

Unify protection across email, endpoints, identities, and cloud applications. Extended detection and response (XDR) connects signals into incidents for coordinated investigation and response.

  • Automatic attack disruption: contain compromised assets during high-confidence attacks to limit lateral movement and damage while analysts investigate.
  • Predictive shielding: use supported endpoint protections to anticipate attacker actions, harden exposed paths, and proactively restrict high-risk users before an incident escalates.
  • Operational control: validate licensing, onboarding, exclusions, and supported actions. Review automated decisions and recovery procedures with security and service owners.
  • Security for AI: coordinate threat detection, identity controls, data protection, and governance around supported AI workloads.

Entra

The problem: Organizations need to control who can access applications and information without granting unnecessary network access.

Entra combines identity and access capabilities. Plan identity lifecycle, sign-in risk, application access, and secure connectivity together rather than treating them as separate permission systems. Apply Zero Trust principles: verify explicitly, use least-privilege access, and assume breach when designing controls.

  • Entra ID manages identities, authentication, and application access; ID means identity in these product names.
  • Entra ID Governance supports access reviews and lifecycle processes. Entra ID Protection identifies identity risk. Conditional Access applies access decisions using configured signals and policies.
  • Entra Private Access provides Zero Trust Network Access for supported private applications. Entra Internet Access provides a secure web gateway for internet and cloud-service traffic.
  • Entra Suite brings capabilities together under a licensing offer. Validate prerequisites and replace eligible virtual private network access in stages, not as an assumption that every network connection can be removed.

Purview

The problem: Sensitive information is difficult to discover, classify, protect, and govern across its lifecycle.

Connect data classification, information protection, data loss prevention, and supported compliance capabilities to business handling requirements. Licensing and workload support determine the available controls.

  • Discovery and governance: identify data owners, locate sensitive information, and use catalog and lineage context to guide decisions about trust, access, and reuse across supported sources.
  • Information protection: define classifications and sensitivity labels, then apply data loss prevention controls to supported collaboration and data movement. Test policies against real work before broader enforcement.
  • Compliance and investigations: plan retention, audit, eDiscovery, and insider risk capabilities with legal and privacy owners. Product configuration supports those processes; it does not establish compliance by itself.
  • AI readiness: review oversharing and how assistants use protected information. Agree evidence, exceptions, and ownership, then prioritize improvements rather than assuming every connected application enforces identical controls.

Security Copilot

The problem: Security teams spend too much time assembling evidence, interpreting alerts, and translating complex investigations into clear decisions.

Use an AI assistant to summarize incidents, explore threats, and guide investigations using connected security context. Access depends on configured integrations and permissions; analysts remain responsible for validating findings and authorizing consequential actions.

  • Investigation support: bring relevant evidence together, explain technical findings, and help develop queries or response steps. Check generated answers against source evidence before acting.
  • Connected workflows: use supported embedded experiences, plugins, and agents to assist security and administration tasks. Define permitted data, tool access, and approval boundaries for each workflow.
  • Operational readiness: plan capacity, licensing, data handling, and role-based access. Evaluate output quality, analyst effort, and cost on representative tasks before expanding adoption.

Sentinel

The problem: Security teams need a coordinated view of threats across multiple systems and data sources.

Bring security information and event management together with investigation and response workflows. Prioritize relevant telemetry, tune detections, and govern automated actions.

  • Connect relevant logs from cloud services, identities, applications, and existing security tools, with deliberate retention and ingestion-cost planning.
  • Engineer detections, investigate correlated incidents, and hunt for threats using contextual evidence rather than treating every alert as an isolated event.
  • Coordinate supported automation and response playbooks. Require approval for disruptive actions, and define escalation paths, response owners, and measures of investigation quality.

Copilot & agents

Agent 365

The problem: A growing agent estate makes ownership, visibility, and oversight difficult to maintain.

Support agent inventory, lifecycle management, governance, and security oversight across supported integrations. Align licensing and configuration with the organization's control requirements.

  • Adoption needs more than an inventory: agree implementation stages, accountable owners, user training, support, and measures of quality and business value. Use pilot evidence to decide when agents are ready for wider use.

Agent Framework

The problem: Custom agent workflows need clear coordination between models, tools, and software steps.

Use a development framework to organize agents and workflows, including handoffs and tool integration. The application design must still enforce access, approvals, failure handling, and operational ownership.

  • Model Context Protocol connects applications to tools and information exposed by servers. For supported integrations, validate server trust, permissions, and tool inputs; the protocol does not replace authorization or approval controls.

Copilot Studio

The problem: Teams need assistants tailored to their own knowledge and business processes.

Build and manage agents with configured knowledge, tools, workflows, and supported model choices. Define permissions, approvals, evaluation, and support before allowing consequential actions.

  • Model selection: compare supported models and external providers against task quality, regional availability, prerelease limitations, and administrator controls. Model choices are product-specific, not unrestricted interchangeability.

Dynamics 365

The problem: Business records and processes are fragmented across sales, service, finance, and operations.

Connect business applications to the relevant process and data model. Choose the applications that fit the scope rather than assuming every Dynamics 365 capability is included in one deployment.

  • Process and data design: align customer and operational records, roles, approvals, and reporting with how the business works. Plan migration, integrations, and user adoption together; application capabilities and licensing vary by product.

Microsoft 365 Copilot

The problem: People spend too much time gathering work context, drafting content, and making sense of information.

Use an artificial intelligence assistant integrated with work applications and permission-aware organizational context. Copilot is a product experience, not a single model; useful results still depend on data quality, appropriate access, and review.

  • Architecture and permissions: models use grounding and Graph to work with organizational context within the signed-in user's permissions. Review oversharing before rollout; existing access is not automatically appropriate access.
  • Copilot Chat and Microsoft 365 Copilot offer different experiences. Work-data grounding and supported model choices depend on licensing, application context, availability, and administrator settings.
  • Readiness and adoption: confirm prerequisites, licensing, security configuration, and content ownership. Pilot representative tasks, train users to review results, and define support and success measures before expanding.

Power Apps

The problem: Important processes rely on spreadsheets, email, or forms that do not fit the task.

Build low-code business applications around approved data and workflows, with appropriate access, testing, and operational support. Match the application experience to the task rather than simply recreating a spreadsheet on screen.

  • Application and data design: choose canvas or model-driven approaches based on user needs, process complexity, and data structure. Use Dataverse or supported connectors with deliberate ownership, validation, and permissions; sharing an app does not automatically grant access to its data.
  • Connected processes: coordinate approvals and system handoffs with Power Automate and use Power BI for relevant reporting. Define exception handling, record ownership, and human decisions before connecting consequential actions.
  • Governance and delivery: establish development, test, and production environments, approved connector policies, and managed releases. Evaluate accessibility, performance, licensing, and support with representative users; low-code applications still need testing, monitoring, and accountable owners.

Power Automate

The problem: Repeated manual steps and handoffs slow work and create avoidable errors.

Automate supported workflows and approvals across connected services. Design for permissions, exceptions, duplicate actions, and human review where required.

Cloud & AI

Azure

The problem: Applications need infrastructure and managed services that can be deployed and operated consistently.

Build cloud foundations for compute, networking, storage, data, and application services. Align architecture with security, recovery, cost, and operational responsibilities.

  • Landing zones: establish platform responsibilities, identity, connectivity, governance, security, and workload environments before scaling deployments.
  • Well-Architected Framework: assess reliability, security, cost optimization, operational excellence, and performance efficiency together. Make tradeoffs explicit and revisit them as workloads change.

Azure Backup

The problem: Important workloads need recoverable copies with defined protection and retention requirements.

Protect supported workloads through managed backup capabilities. Agree recovery objectives, secure backup access, and test restoration rather than assuming a successful backup proves recovery.

  • Protection design: select supported workloads, vaults, schedules, retention, and redundancy around business recovery needs. Account for storage costs, regional requirements, and service-specific restore limitations.
  • Recovery assurance: separate administrative responsibilities and assess supported soft-delete, immutability, and approval controls. Monitor backup failures and rehearse restores with application owners to confirm data integrity and recovery time.

Azure Cost Management

The problem: Cloud spending lacks clear allocation, visibility, and ownership.

Analyze supported usage and costs, set budgets, and identify optimization opportunities. Combine cost data with business context rather than treating lower spend as the only goal.

Azure Logic Apps

The problem: Systems need integration workflows with clear operational and authorization boundaries.

Coordinate supported service connections and workflow steps, including security automation. Control credentials, error handling, approvals, and changes to connected systems.

Azure Migrate

The problem: Migration decisions lack a reliable view of workloads, dependencies, and readiness.

Discover and assess supported workloads, inform migration planning, and coordinate a staged move. Validate cutover, recovery, and application requirements separately.

Azure Monitor

The problem: Teams cannot reliably explain application performance or identify operational issues early.

Collect and analyze supported metrics, logs, and traces, then connect alerts to actionable support procedures. Monitoring needs relevant signals and accountable owners.

Azure Policy

The problem: Cloud resources drift away from agreed configuration and governance requirements.

Define and assess resource policies, enforce supported requirements, and manage exceptions. A policy assignment still needs ownership and remediation processes.

  • Governance at scale: group definitions into initiatives and assign them at appropriate scopes. Audit first, then stage enforcement for requirements such as allowed regions, resource configuration, and tagging.
  • Remediation and exceptions: use supported policy effects and remediation tasks to address existing resources. Validate permissions, track time-bound exemptions, and review compliance evidence; policy compliance alone does not establish regulatory compliance.

Azure SQL

The problem: Applications need relational databases with a suitable balance of compatibility and managed operations.

Choose from Azure's Structured Query Language (SQL) database offerings for the workload. SQL is the language used to query and manage relational data; migration compatibility and service capabilities vary by offering.

  • Deployment choices: compare SQL Database, SQL Managed Instance, and SQL Server on Azure virtual machines against application dependencies, compatibility, and administrative responsibilities. Assess the workload before choosing a migration path.
  • Operational readiness: plan identity, network access, encryption, monitoring, and performance tuning. Validate backup retention, restore procedures, and availability requirements for the selected service tier rather than assuming every offering has identical recovery capabilities.

Fabric

The problem: Data ingestion, engineering, analytics, and reporting are disconnected.

Bring supported data workloads together in an integrated analytics environment. Establish shared definitions, quality, ownership, and access rather than simply moving data into a new platform.

Foundry

The problem: Promising artificial intelligence prototypes lack the tooling needed for evaluation and operation.

Develop applications and agents with supported models, tools, evaluation, and monitoring. Select hosting and model options according to workload, security, and operational requirements.

GitHub

The problem: Disconnected code, work tracking, and release processes make software changes difficult to coordinate, review, and trace.

Bring source control, collaboration, and delivery automation into a shared development platform. Connect proposed changes to reviews, checks, and release decisions so teams can understand what changed, why it changed, and who approved it.

  • Collaborative development: organize repositories, issues, and pull requests around accountable teams. Use code ownership, review requirements, and branch rules to make contributions traceable and reduce unreviewed changes to important code.
  • Delivery automation: use GitHub Actions to build, test, and deploy through repeatable workflows. Control workflow permissions, secrets, runners, and deployment environments; define approval gates and recovery procedures before automating production releases.
  • Repository governance: manage organization access, external collaborators, dependencies, and supported security scanning. Assign owners to findings and access reviews, and select features according to licensing and risk requirements rather than assuming every repository has identical protection.

GitHub Copilot

The problem: Developers spend time understanding unfamiliar code, writing repetitive changes, and maintaining tests and documentation.

Use an AI coding assistant to explain code, suggest changes, and support development in supported editors, command-line tools, and GitHub workflows. Developers remain accountable for correctness, security, and the changes they accept.

  • Development assistance: use code completion and chat to explore a codebase, draft tests, troubleshoot errors, and improve documentation. Supply relevant context and verify suggestions against the application's requirements.
  • Agent-assisted tasks: use supported agent experiences for bounded coding work, with explicit repository access and tool permissions. Review proposed changes and require appropriate checks and approval before merging or deploying.
  • Governed adoption: select the appropriate plan, organization policies, and data-handling settings. Pilot representative tasks and assess code quality, review effort, and usefulness; generated code still needs testing and security review.

OneLake

The problem: Separate analytics projects create unnecessary data copies and inconsistent access practices.

Use Fabric's shared logical data lake to organize analytics data. Plan data ownership, access, and supported sharing patterns across workloads.

Power BI

The problem: Decision-makers spend too much time reconciling reports and interpreting inconsistent metrics.

Build shared data models, reports, and dashboards. Business intelligence (BI) turns data into information for decisions; trusted definitions and appropriate access remain essential.