Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityMicrosoft AI strategy & roadmap workshop
AI adoption isn’t just about tools—it’s about vision, control, and long-term value. This workshop helps business leaders and IT stakeholders build a clear, actionable roadmap for adopting AI across Microsoft 365 and Dynamics 365 while staying in control of data, processes, and risk.
What are the benefits of attending this workshop?
Many organizations begin their AI journey with strong interest but limited structure. Teams experiment with Copilot or other AI tools in silos, without clear direction or shared expectations. Over time, this leads to inconsistent usage, uncertainty around data access, and growing concern about risk. Leadership often lacks visibility into how AI is being used or whether it’s delivering meaningful value. At the same time, business units want to move faster, while IT and security teams need control. Without alignment, AI adoption can stall or create unintended consequences.
This workshop helps organizations step back and establish a clear foundation. It brings executives, IT, and business leaders together around a shared AI vision. From there, it focuses on building guardrails and sequencing adoption in a way that supports long-term success. By creating clarity upfront, organizations shorten AI implementation timelines, reduce trial-and-error, and significantly increase the likelihood that AI initiatives are adopted, scaled, and deliver measurable business value. Teams move from experimentation to execution faster—with greater confidence, consistency, and control.
Organization-wide alignment on AI strategy
Establish a shared understanding of why AI is being adopted, where it fits into the business, and how success will be measured across teams.
Clear governance and control from day one
Define practical guardrails for AI usage, data access, and accountability so teams can innovate confidently without increasing risk.
A phased roadmap to scale AI responsibly
Create a realistic, step-by-step plan to pilot, evaluate, and expand AI initiatives in a controlled and sustainable way.
AI in action: Practical roadmap scenarios
To make the roadmap practical, we use real scenarios that show how leaders can track adoption, reduce risk, and prioritize AI efforts across the business.
- Executive AI dashboard to track which departments are actively using AI (and how)
- Governance framework to define what data AI tools can access—and what they can’t
- Use case prioritization focused on high-impact areas like reporting, customer service, or onboarding
- Internal AI guidelines for when and how staff can use Copilot, or other tools
- Pilot program strategy to run controlled AI pilots before scaling organization-wide
Capabilities you’ll build through this workshop
Whether you’re experimenting with Copilot or planning broader AI use cases, you’ll leave with a structured way to assess readiness, govern responsibly, and build momentum with leadership and staff.
- A structured framework for evaluating your organization’s AI readiness
- Clear steps to define and govern safe, responsible AI use within Microsoft 365 and Dynamics 365
- Guidance on building internal alignment with executives and business units
- Tools to prioritize AI use cases by impact and complexity
- A roadmap template for implementing AI in phases without losing control
Why partner with Rand Group?
AI and Copilot expertise
Rand Group invests heavily in understanding Microsoft’s AI roadmap, including Copilot across Dynamics 365 and Microsoft 365, so your roadmap is grounded in real platform capability—not hype.
Proven methodology
Our structured, phased approach helps reduce risk, support adoption, and keep AI initiatives aligned with business outcomes—so you can move forward with confidence and control.
Top Microsoft partner in North America
With delivery experience across the US and Canada, Rand Group helps organizations plan and implement Microsoft solutions with long-term value and measurable impact across North America.
Recognition for excellence
Rand Group was named the Microsoft Americas Channel Emerging Partner of the Year, reflecting our commitment to client outcomes and innovation across Microsoft’s ecosystem.
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