FormusPro delivers Microsoft Data & AI solutions using Copilot, Fabric and Power BI to connect data, improve decisions and automate work.
FormusPro helps organisations better implement and use Data & AI solutions to find information, understand performance, automate work and make better, faster decisions.
We deliver solutions across the wider Microsoft Copilot family, Microsoft Fabric, Power BI, Azure AI and related Microsoft technologies.
Many organisations start their journey by asking what AI could do for them. That’s often the right question, but the answer usually depends on their data.
FormusPro connects, organises and governs that information before applying analytics and AI where they create practical value.
The result is more accessible knowledge, clearer insight, less manual work and stronger organisational decisions.
Data & AI solutions help organisations collect, connect, understand and use information more effectively. However, the term covers a wide range of technologies and services that includes modern data platforms, reporting, business intelligence, machine learning, generative AI and intelligent automation.
The key point FormusPro ensures is that all these capabilities work together.
Data integration brings information together. A modern data platform organises it. Reporting helps people understand it. AI helps people find, summarise and act on it. FormusPro helps organisations identify which capabilities solve genuine problems and how they should work together.
The objective isn’t to introduce AI everywhere. It’s to use data and AI where they improve decisions, services, productivity or organisational performance.
Data projects shouldn’t start with a dashboard just as AI projects shouldn’t start with a product licence. They should start with the questions your organisation needs to answer and the work it wants to improve.
Those questions might include:
Once the problem is clear, FormusPro assesses the data, systems, processes and people involved.
Sometimes the answer might be a Power BI dashboard. Sometimes it’s Microsoft Copilot, a custom agent or a machine-learning model. Sometimes your organisation might first need to connect systems, improve data quality or establish clearer governance.
Starting with the question keeps the project focused on value rather than technology for technology’s sake.
Organisations often approach FormusPro because they want to ‘do’ AI.
They may want Copilot to answer questions, summarise documents, automate work or identify patterns. They may also want predictive analytics or a custom AI solution. These ambitions depend on the information available.
AI produces less useful results when data is incomplete, inconsistent, duplicated, inaccessible or poorly governed.
Common data problems include:
These problems don’t mean an organisation must complete a vast data transformation before using AI.
A focused project often begins with the data needed for one valuable use case. The organisation then strengthens its wider foundations over time.
FormusPro helps organisations balance ambition with readiness.
We identify the information each AI solution needs, assess whether people can trust it and address the issues that would limit results.
Many organisations already hold the knowledge their employees need.
It sits across SharePoint sites, Teams conversations, policies, reports, emails, CRM records, finance systems and individual documents.
But the problem isn’t always a lack of information. It’s finding the right information at the right time.
Microsoft Copilot and custom AI agents give people a more natural way to interact with organisational knowledge.
They help users:
FormusPro helps organisations determine which information Copilot should access and how employees should use it.
That includes permissions, data quality, content ownership, security and adoption.
The aim isn’t to give AI access to everything. It’s to give the right people useful access to appropriate information.
Important information rarely lives in one place. A customer relationship may span Dynamics 365, Business Central, a website and a marketing platform. A service journey may involve case-management systems, spreadsheets and external applications.
Without integration, teams build separate reports from different versions of the truth.
FormusPro connects data from sources such as:
Microsoft Fabric, Azure and the Power Platform provide several ways to move, transform and connect this information.
FormusPro designs integrations around the purpose of the data.
Some information needs to update immediately. Other data works through scheduled pipelines. Historical analysis may need a warehouse or lakehouse rather than a direct system connection.
The right approach depends on volume, frequency, security and how people intend to use the information.
Microsoft Copilot is a family of AI-powered capabilities across Microsoft’s technology ecosystem. Different Copilot products work with different applications, information and business processes.
It brings data integration, data engineering, data science, real-time analytics, warehousing and Power BI into one environment. Organisations often hold information across CRM, ERP, finance, membership, service and more.
Older data platforms often develop gradually.
A new report gets added here. Another spreadsheet fills a gap there. Teams introduce local databases or manual exports when existing systems don’t provide what they need.
Eventually, the organisation struggles to understand where information comes from or which report to trust. Data modernisation creates a clearer foundation. A typical programme may address:
FormusPro helps organisations assess the current environment and define a practical route forward.
That route may involve Microsoft Fabric, Azure data services, Power BI or a combination of Microsoft technologies.
Modernisation doesn’t require replacing everything at once.
A phased approach focuses on the most valuable datasets and reporting needs first. It then creates reusable foundations for later projects.
Many organisations have plenty of reports but still struggle to answer basic questions.
Different teams may calculate the same measure in different ways. Reports may depend on manual exports or individual spreadsheet knowledge. More dashboards won’t solve those problems.
Useful reporting requires:
Power BI helps organisations turn connected data into interactive reports and dashboards.
Teams use it to explore trends, compare performance and identify where they need to act.
FormusPro works with users to understand the decisions behind each report.
We then connect the relevant data, define the measures and design reports people understand and use.
Traditional reporting explains what has already happened. However, predictive analytics uses historical data and statistical models to estimate what may happen next.
Machine learning identifies patterns within larger datasets and improves its predictions as it processes more relevant information.
Organisations apply predictive analytics and machine learning to areas such as:
These models don’t predict the future with certainty.
Their value comes from helping people understand probability, risk and patterns that might otherwise remain hidden.
A successful predictive project needs a clear outcome, suitable historical data and a way to act on the result.
FormusPro helps organisations assess whether a machine-learning approach fits the problem. We then design the data, model and operational process around the decision it needs to improve.
Off-the-shelf Copilot products address many common tasks.
Some organisations need AI around specialist knowledge, sector processes or unique applications.
FormusPro designs custom AI solutions and agents that work with approved organisational information.
A custom solution might:
Custom AI development still needs clear boundaries.
The solution should know which information it may use, who may access it and when a person must review the output.
FormusPro designs these controls alongside the AI experience.
This creates solutions that fit the organisation’s work rather than adding a disconnected chatbot with no clear purpose.
AI often attracts attention because of what it generates.
Some of its most practical value comes from helping information move through a process.
Microsoft Copilot, Power Automate and AI services help organisations:
FormusPro designs automation around the full process.
We consider what starts the workflow, which data it needs and what should happen when information is missing or unclear.
We also define where human review remains necessary.
Good automation removes unnecessary work. It doesn’t remove accountability.
Data governance defines how an organisation manages, protects and uses information.
AI governance extends those principles to AI systems, models and outputs.
Governance shouldn’t sit separately from delivery. It should shape how the solution works from the beginning.
A Data & AI project needs to consider:
Microsoft Purview supports data governance, classification and protection across Microsoft environments.
However, technology only provides part of the answer.
Organisations also need policies, responsibilities and processes that people understand.
FormusPro helps organisations connect technical controls with practical governance.
That creates clearer boundaries for how data and AI should operate.
A successful Data & AI project needs more than technology.
A typical programme considers:
What problem needs solving and what outcome should improve?
Where will data, analytics or AI create practical value?
Which systems and information does the solution need?
Is the information accurate, complete and consistent enough?
Which Microsoft technologies should store, connect, and process the data?
How will the organisation assess value and improve the solution?
How should information move between systems?
Who should access the data, reports or AI capabilities?
Who owns the information, and how should the organisation use it?
Which measures and insights do users need?
What should the AI do and where should people remain involved?
How will the organisation validate data, models and outputs?
How will users understand and apply the new capabilities?
FormusPro works across these areas rather than treating Data & AI as a standalone technology deployment.
Introducing Copilot involves more than buying licences. Copilot works with information employees already access. Existing permissions, document structures and content quality therefore affect the experience.
Before wider adoption, organisations should understand:
FormusPro helps organisations assess these areas and create a practical adoption plan.
A focused pilot often provides the best starting point.
It gives the organisation space to test priority use cases, understand employee behaviour and strengthen governance before wider deployment.
CRM means something different depending on the relationships an organisation manages.
Every organisation starts from a different position.
Some already have reliable data but struggle to report on it. Others need to connect several systems. Some want Copilot but haven’t reviewed permissions or content.
Others need a custom AI solution, a modern data platform or predictive analytics.
FormusPro starts by understanding the problem, the available information and the people who need to use the result.
Our approach typically includes:
We identify goals, questions, use cases, systems and data challenges.
We review data quality, architecture, permissions, governance, and readiness.
We define the platform, integrations and reporting then connect data, and develop the solution.
We test data, reports, models, security, and AI outputs to ensure functionality.
We develop the solution as needs change while helping users understand the tools.
Organisations often know what they want AI to do before they know where the required information lives. That doesn’t make the ambition wrong. It means discovery needs to connect the desired outcome with the data.
Another common challenge we often see is in trying to solve too much at once. A focused use case proves value sooner and exposes practical issues without committing the organisation to a vast programme.
Different departments may use different definitions for the same measure. Building a dashboard before resolving those differences creates a more attractive version of the same disagreement.
Generative AI produces convincing language, but convincing doesn’t always mean correct. Organisations need clear guidance about when employees should verify information or involve a specialist
FormusPro combines Data & AI expertise with a wider understanding of Microsoft business applications, cloud platforms and organisational processes.
This means we look beyond the AI tool or dashboard.
Sometimes the right answer is Microsoft Copilot. Sometimes it’s a Fabric data platform, a Power BI report or a custom AI agent. Sometimes the organisation needs predictive analytics, automated processes or better integration between existing systems.
And sometimes the most valuable first step is improving the information already available.
FormusPro starts with the problem, then connects the data, people, processes and Microsoft technology needed to solve it.
Does Microsoft Copilot Use Our Organisational Data?
Microsoft Copilot products work with different information depending on the product, configuration and user permissions.
For example, Microsoft 365 Copilot works with Microsoft 365 content that the individual user already has permission to access.
That makes existing permissions, content quality and governance important before wider adoption.
What’s The Difference Between Dataverse And Microsoft Fabric?
Microsoft Dataverse stores and manages operational business data for Dynamics 365 and Power Platform applications.
Microsoft Fabric brings data from several sources together for integration, analytics, reporting, data science and AI.
Many organisations use Dataverse for operational applications and Fabric for broader analytics.
What’s The Difference Between Microsoft Fabric And Power BI?
Microsoft Fabric provides a broader data and analytics platform. It supports data integration, engineering, warehousing, lakehouses, data science and real-time intelligence.
Power BI focuses on business intelligence, reporting and data visualisation.
Power BI forms part of the wider Microsoft Fabric environment.
What’s The Difference Between Microsoft Copilot And A Custom AI Agent?
Microsoft Copilot products provide AI capabilities across Microsoft applications such as Microsoft 365, Dynamics 365 and Fabric.
A custom AI agent focuses on a specific set of knowledge, tasks or processes.
The right choice depends on the user, information and outcome involved. Some organisations use both.
Do We Need To Fix All Our Data Before Using AI?
No. Few organisations have perfect data.
A focused AI project starts with the information required for a specific use case. FormusPro assesses whether that data is reliable and accessible enough.
The organisation then improves its wider data foundations over time.
What’s The Difference Between Data Analytics And AI?
Data analytics examines information to identify patterns, trends and performance.
AI uses data to generate outputs, make predictions, classify information or support decisions and tasks.
The two often work together. Analytics helps organisations understand what happened, whilst AI helps them interact with information or estimate what may happen next.
How do you measure success in Data & AI projects?
We define success criteria at the start, often including improved data quality, faster reporting, reduced manual work and better decision-making. We then track against those outcomes.
What sectors benefit most from Data & AI?
Every sector can benefit, but we see particular value in NonProfit, Public Sector, Membership and Professional Services, where efficiency, transparency and engagement are critical.
Can AI help us reduce costs?
Yes. AI can automate manual processes, highlight inefficiencies, and improve forecasting, leading to tangible savings over time.
Will AI replace staff roles in our organisation?
AI is designed to support people, not replace them. It reduces repetitive tasks and provides insights, allowing staff to focus on strategic and relationship-based work.
Do staff need technical skills to use AI tools like Copilot?
No advanced skills are required. Copilot is embedded into familiar Microsoft apps like Outlook, Teams and Dynamics, making AI accessible to everyday users.
Can predictive analytics help my organisation?
Predictive analytics uses historical data and AI models to forecast future outcomes, such as demand trends, donor behaviour or financial risks. This enables more proactive decision-making.
What is data governance and why does it matter?
Data governance defines how data is managed, secured and used across an organisation. Good governance reduces risk, ensures compliance and builds trust with stakeholders.
What are the first steps in starting a Data & AI project?
We begin with a discovery session to understand your current data landscape, challenges and objectives. From there, we design a phased roadmap with achievable milestones.
How long does a Data & AI project take?
Delivery depends on scope. Some projects, like dashboards or automations, can be delivered in weeks. Larger data strategies or multi-system integrations may take several months. We provide clear roadmaps for both.
Do you build custom AI solutions?
We configure Microsoft Copilot, design custom GPTs, and build automation workflows tailored to your goals and sector-specific needs.
Can AI help with fundraising, membership or service delivery?
Yes. AI can personalise communications, predict supporter behaviour, automate reporting and free staff from repetitive tasks, helping teams deliver more impact with fewer resources.
What is Dataverse and how does it differ from Fabric?
Dataverse is a secure data platform for storing and managing business data used in Dynamics 365 and Power Platform. Fabric focuses on analytics across large volumes of data. Many organisations use both together for a complete solution.
What is Microsoft Fabric and how does it help?
Microsoft Fabric is a unified data and analytics platform that brings together data engineering, real-time analytics, data science and Power BI in one environment, making it easier to manage and use data at scale.
Can you integrate our existing systems into one data platform?
Yes. We frequently connect CRM, finance, ERP, membership and third-party tools into a single Microsoft ecosystem, eliminating silos and ensuring smoother data flow.
How do you keep our data secure and compliant?
Security and compliance are built into every project. We use Microsoft Purview to classify and protect data, apply role-based access controls, and design with GDPR and industry regulations in mind.
What Microsoft technologies are used in your Data & AI projects?
We work with Microsoft Fabric for analytics, Dataverse for secure storage, Purview for governance and Copilot or custom GPTs for automation and intelligence.
How does Data & AI improve decision-making?
By consolidating information from multiple systems, applying analytics and surfacing insights with AI tools like Copilot, leaders can make faster, evidence-based decisions.
Why is Data & AI so important for organisations today?
Data-driven decision-making enables organisations to improve efficiency, reduce costs and respond faster to change. Without it, businesses risk falling behind competitors and failing regulatory standards.
What ‘is’ Data & AI?
Data & AI combines modern data platforms with artificial intelligence to connect systems, generate insights and automate processes. At FormusPro, we use Microsoft Fabric, Dataverse, Purview and Dynamics 365 to help organisations unlock real value from their data.
Air Partner called in FormusPro and, after analysing their data requirements, we implemented automated, bi-directional data flow synchronisations between systems.
Years
Contacts From FormusPro’s CE Support Clients
To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.
Tel: 01432 345191
A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.
We travel all over the UK.
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