Microsoft Cloud AI and Dynams Transformation

Scope of Work (SOW)

Project: AI-First Microsoft Cloud Transformation
Environment: Microsoft 365 Business Premium + Teams
Engagement Type: Long-term technical partner (Milestone based)


Project Overview

We are implementing an AI-first digital workplace using Microsoft 365 Copilot, Power Platform, and Dynamics 365. We require an experienced Microsoft Cloud Architect / Consultant to plan, configure, integrate, automate, and train our team.

This is a structured project with defined milestones, full documentation, and long-term support potential.


Core Responsibilities

Work spans five pillars:


1. Microsoft 365 Copilot & AI Adoption

Licenses in scope:

Microsoft 365 Copilot

Copilot for Sales

Copilot for Finance

Copilot for Service


Scope:

Copilot readiness assessment (security, data sources, permissions)

SharePoint / OneDrive / Teams data optimization

AI governance and usage policies

Department-specific Copilot configuration

End-user and admin training



2. Virtual Agents / AI Workforce

Scope:

Design and deploy internal AI assistants (IT, Sales, Finance, Service)

Copilot Studio / Power Virtual Agents configuration

Integration with Teams, SharePoint, Dynamics

Knowledge base design

Human escalation workflows


3. Power Platform

Licenses:

Power BI Premium

Power Apps Premium

Power Automate Premium

Power Automate Process


Scope:

Identify automation opportunities

Build workflows (approvals, onboarding, billing, service flows)

Develop Power Apps where required

Build reporting dashboards

RPA (process automation) design

Documentation + training


4. Dynamics 365 Implementation

Modules include:

Business Central

Sales

Finance

Customer Service

Project Operations

Marketing

Human Resources

Contact Center


Scope:

Solution architecture design

Environment setup (Sandbox first, then Production)

Security role model

Core configuration (not heavy custom dev in Phase 1)

Integration with M365, Power Platform, Copilot

Phased rollout plan


5. VoIP & Contact Center Integration

Scope:

Integrate Dynamics Contact Center with existing VoIP solution

Teams telephony alignment

AI call transcription & summaries

Omnichannel configuration


Training Requirements

Training must be:

Tutorial-based
Step-by-step
Practical and role-focused

Must include:

Admin training

Department user training

AI usage best practices


Documentation Requirements

All work must be documented:

Architecture diagrams

Configuration guides

AI governance model

Automation flows

Support procedures

Admin manuals


Goal: Internal team must operate independently.


Important Implementation Rules

Phase 1 must prioritize configuration over custom code

All development must occur in sandbox before production

Each milestone must include knowledge transfer

Payment tied to working outcomes, not just setup



Commercial Structure

Phase 1 – Project Implementation

Freelancer to provide a firm fixed price


Phase 2 – Ongoing Support

Provide hourly rate for support, maintenance, and improvements



Payment Structure (Milestone Based)

Payment released only after deliverables are demonstrated and approved.

Milestone Deliverable

1 Architecture & Roadmap
2 Copilot & AI Readiness Complete
3 Virtual Agents Live
4 Core Automations Live
5 Dynamics Core Setup Complete
6 Contact Center & VoIP Integration
7 Training Delivered
8 Documentation Handover



Freelancer Requirements

Must have strong experience in:

Microsoft 365 Copilot deployment

Power Platform architecture

Dynamics 365 implementation

Copilot Studio / Virtual Agents

Microsoft security & governance

Teams telephony integration


Certifications preferred:

MS-102

PL-600

MB-700 / MB-300


Success Criteria

AI agents actively assisting staff

Automations reducing manual work

Copilot adopted across departments

Usable Dynamics environments

Staff trained

Documentation delivered


This project aims to establish a long-term technical partnership after successful completion.