Running a business across more than 50 offices in 20 countries means customer records get scattered.
Scattered records make it harder to tell which opportunities are real, which teams are working the same account and whether a promising conversation got a follow-up.
What COSMO CONSULT did
COSMO CONSULT unified its business processes on Microsoft Dynamics 365 and put Copilot Studio agents into production for data quality, lead capture, expense mapping and funding eligibility.
Microsoft's customer story, dated August 18, 2026, reports that pipeline volume in the German-speaking region grew about fourfold, from 30 million euros in 2022 to 124 million euros in 2025. It also reports higher conversion rates and an ERP sales cycle that shortened by 53.4% from 2024 to 2025. These results come from a multi-year transformation and cannot be pinned on any single AI agent. COSMO CONSULT is also much larger than a typical ExValu client.
What it already gives the business
One telling example is Text2Lead. Sellers type unstructured notes into Microsoft Teams, and the agent turns them into structured CRM leads in seconds. A Data Health Assistant checks account records against defined rules. These are concrete systems built into daily work.
COSMO CONSULT already captures some unstructured human input, so it would be wrong to say it has ignored tacit knowledge.
The ExValu perspective, a hypothesis
Where a Company Brain could take it next
A possible next step is to connect the reasons behind decisions across teams. Imagine a seller's account note describes a recurring implementation concern, delivery consultants know which projects overcame it, and finance sees margins differ by solution design.
A Company Brain with the right permissions could surface a qualification or packaging proposal the team can test. COSMO CONSULT may already be exploring something similar. This is an editorial idea, and we allege no gap.
What an owner and a buyer would look for
For a smaller business, the lesson is to build in order: reliable data, clear workflows, then connected judgment and measured experiments. A buyer gives more weight to conversion quality, a repeatable pipeline, margins and documented governance than to the number of AI agents.
Keep the AI setup auditable and portable enough to survive changes in people and suppliers.
The problem behind this case
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About this analysis
* The image is AI-generated and does not show COSMO CONSULT staff. The facts and figures on this page come from the published source named below.
This is an independent ExValu analysis of a published case. Facts and figures are as reported in the source below, which our team checked on October 9, 2026. The ideas for next steps are our own perspective and make no claim about conditions inside COSMO CONSULT.
Primary source: Vendor customer story, Microsoft, August 2026. Available at www.microsoft.com/en/customers/story/27037-cosmo-consult-microsoft-copilot-studio.
Research cross-check: ExValu working research, Company Brain Research 2, case inventory of October 6, 2026.