Optimize Your Business with AI Agents
From Insight to Action: AI Agents That Work
Discover how AI-driven solutions can transform your workflows, enhance efficiency, and drive growth. Leverage cutting-edge technology to stay ahead in a competitive market.
AI-Fueled
With 40+ purpose-built Agents for sales, service, and success, you’ll transform CRM from static system into an engine of growth
Core
Creates offers, generates leads, accelerates opportunities, drives customer success, and delivers pipeline visibility
Insurance
Claims and policy-focused agents that speed up underwriting, improve retention, and drive upsell.
ProServ
Project-based agents that align resources, predict profitability, and manage client outcomes.
Distribution
Agents streamline inventory, logistics, and customer order insights for faster fulfillment.
Meet the AI Agents That Work as Hard as You Do
Custom-built to fuel revenue, these agents connect your data, automate the grind, and deliver outcomes—not just insights. From leads to loyalty, we’ve got an Agent for every step of the journey.
Core Agent
Deal Health
A Decision Support Agent embedded in the Core layer at the Selection stage with a single, explainable score that blends SPICED coverage, engagement velocity, multi-threading, stage exit criteria, and time-to–Critical Event to focus reps and improve forecast accuracy.
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What does it do:
- Ingest activity + Dialogue Copilot call scores to Dataverse.
- Derive signals: SPICED completeness, stakeholder map, velocity, stage exit criteria, and time risk.
- Compute WinScore (ensemble) with confidence & driver attribution.
- Write score to Opportunity; Copilot surfaces next-best actions in Teams/D365.
Problem it Solves:
- Standard score across conversations and all communications
- Stalled evals; single-threaded deals
- Inconsistent differentiation & proof
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Core Agent
Weekly Planning
A mobile-first AI assistant helps sales professionals prioritize their week. It provides AI-enabled planning insights into CRM data and real-time answers about deals without needing a laptop.
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What does it do:
- Guides eval steps and risk flags
- Prepares proof/demo with relevant assets
- Standardizes clauses & playbooks
- Automates redlines and signature routing
Problem it Solves:
- Stalled evals; single-threaded deals
- Manual proposals/CLM slow to close
- Inconsistent differentiation & proof
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Engagement Manager / PM
- Practice Lead
- Legal / Procurement
Core Agent
Sunday Stress Buster
The Copilot AI Chat feature in the Sunday Stressbuster App transforms how sales professionals plan and perform. By integrating Microsoft Copilot, the app allows users to ask natural language questions and instantly access CRM insights, making weekly sales planning faster, smarter, and stress-free.
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What does it do:
- On-the-Go CRM Insights — Ask Copilot questions like “What’s the total revenue this quarter?” and get instant answers.
- Smarter Execution — Make informed decisions faster without digging through dashboards or reports.
- Performance Visibility — Know where you stand every week with automated dashboards.
- Increased Productivity — Spend less time planning and more time selling.
- Less Stress, More Wins — Truly a “Sunday Stressbuster” for every busy seller.
Problem it Solves:
- Streamlines Weekly Planning: Shows goals, meetings, and tasks right from the home screen.
- Provides Instant Insights: Real-time performance data via integrated Power BI dashboards.
- Simplifies Data Access: Copilot AI pulls opportunity and revenue data from CRM instantly.
- Enhances Sales Strategy: Enables data-backed decision-making on the go.
- Reduces App-Hopping: Centralizes task management, performance analytics, and CRM access.
Who it helps:
- Sales Professionals who want an easier way to manage pipelines and hit goals.
- Field Reps & Remote Sellers who need CRM access and insights while on the move.
- Sales Managers looking for better visibility into team performance and forecasts.
- Sales Ops/Enablement Teams who want to reduce tool fatigue and drive adoption.
Core Agent
Meeting Prep
This agent builds a concise 2-minute pre-meeting brief from CRM, email, and news, highlighting key insights, potential objections, and suggested talking points tailored to the meeting type (e.g., discovery, demo).
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What does it do:
- Guides eval steps and risk flags
- Prepares proof/demo with relevant assets
- Guides configuration & pricing
- Applies elasticity & discount guardrails
Problem it Solves:
- Quote errors & long cycle times
- Unoptimized pricing vs elasticity
- Lost margin due to discounting
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Branch / Inside Sales
- Supply Chain
- Finance / Pricing
Core Agent
Between-Calls Impact
A task/process copilot that, after each meeting, auto‑curates ‘no‑ask’ value touches aligned to Gartner Buying Jobs to lift SPICED → Impact on active Dynamics 365 opportunities.
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What does it do:
- Classifies the current Buying Job from notes
- Selects the right play: Leakage Ledger • Impact→ Requirement Trace • CFO Pack
- Publish assets to the Digital Sales Room (Impact ▸ Baseline/Trace/CFO Pack)
- Drafts outreach (Challenger‑ or Aligned‑style) and sends via Outlook/Teams
- Captures engagement telemetry; updates SPICED. Impact & next best action in Dynamics
Problem it Solves:
- Ghosting between meetings; momentum stalls
- Impact unquantified → weak business case
- Misaligned requirements across Sales/Ops/IT
- CFO skepticism on payback and risk
- Generic follow‑ups that don’t advance the deal
Who it helps:
- Account Executive, Sales Manager
- RevOps / Sales Operations
- Marketing (evidence, references)
- Champion / Economic Buyer (Finance)
Core Agent
Engagement Timeline
Shows visual interactions between the client and the seller.
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What does it do:
- Surfaces ICP fit and segment insights
- Aggregates research to equip early discovery
Problem it Solves:
- Fragmented ICP & message-market mismatch
- Low discovery quality; poor fit leads
- Manual research slows cycles
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Underwriter / Claims
Core Agent
AI-Assisted POV Builder
A copilot feature within Salesforce or Dynamics 365 helps sales professionals build a compelling point of view for a deal. It researches the customer’s industry and company news. It also analyzes existing conversations to suggest key talking points.
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What does it do:
- Guides eval steps and risk flags
- Prepares proof/demo with relevant assets
- Standardizes clauses & playbooks
- Automates redlines and signature routing
Problem it Solves:
- Stalled evals; single-threaded deals
- Manual proposals/CLM slow to close
- Inconsistent differentiation & proof
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Engagement Manager / PM
- Practice Lead
- Legal / Procurement
Core Agent
Field Seller AI Agent Copilot
Real-Time Answers, Smarter Sales on the Go
The Field Seller App with Copilot AI Chat empowers on-the-go sales reps by combining location-aware intelligence, real-time data insights, and AI-driven answers into one seamless experience. Whether visiting stores or reviewing performance, Copilot provides instant, context-rich insights to help field sellers stay informed, efficient, and customer-ready—everywhere they go.
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What does it do:
- Smarter Visits — Know the performance of the store you’re visiting without logging into separate tools.
- Time-Saving AI Answers — Get fast insights on sales, tasks, deliveries, and more—just ask Copilot.
- Higher Engagement — Walk into each store with data-driven confidence and context.
- More Productivity, Less Stress — Remove the manual work from field visits and focus on relationship-building.
- On-Demand Performance Visibility — Never miss a beat with live KPIs and updates at your fingertips.
Problem it Solves:
- Location-Aware Smart Start: Detects your current location and suggests the correct store automatically.
- Live KPI Access: Presents up-to-date performance metrics and store-specific sales data right on the home screen.
- Conversational CRM Access: Allows field reps to ask questions like “What is today’s revenue?” or “Who delivered to this location?” and get immediate answers.
- Operational Visibility: Offers real-time answers about deliveries, drivers, and routes—no digging through reports required.
- Actionable Daily Flow: Organizes meetings, tasks, and data around your day’s location, so you’re never off track.
Who it helps:
- Field Sales Representatives managing multiple store visits or client locations.
- Territory Account Managers who need access to store-level performance data on-site.
- Sales Leaders seeking to equip their mobile teams with insights and automation.
- Customer Experience Managers ensuring reps are informed before every visit.
Core Agent
Record On-Site: AI Agent Smart Meeting Capture
The Record On-Site feature in the Field Seller App makes documenting in-person meetings effortless. With a single tap, sales reps can record conversations, automatically process them through Dialogue Copilot, and receive instant summaries with action items—ensuring every detail is captured and followed up on.
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What does it do:
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No More Missed Details — Every meeting is automatically documented.
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Action-Ready Summaries — Copilot transforms recordings into digestible insights and tasks.
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Time Savings — Frees sellers from manual note-taking so they can focus on clients.
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Consistent Follow-Up — Ensures action items are captured and acted on.
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Improved Team Visibility — Meeting data is structured and shareable, boosting collaboration.
Problem it Solves:
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Clear Meeting Setup: Identifies on-site meetings with a “Navigate” button for easy access.
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One-Tap Recording: Captures high-quality audio during in-person meetings.
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Automated Processing: Uploads recordings directly into Dialogue Copilot.
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Instant Summaries & Actions: Provides concise meeting notes and clear next steps within moments.
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Seamless Workflow: Eliminates manual note-taking, keeping sellers focused on the conversation.
Who it helps:
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Field Sales Representatives needing accurate notes and follow-ups from on-site client meetings.
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Account Managers managing multiple clients and wanting consistency in documentation.
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Sales Leaders who rely on timely, accurate meeting insights for forecasting and coaching.
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Operations & Enablement Teams aiming to standardize how meetings are recorded and action items tracked.
Core Agent
Generate POV Agent
The Generate POV feature in Dialogue Copilot, integrated within Microsoft 365 CRM, automatically creates customized Point of View (POV) documents for your opportunities. With just one click, sellers can transform CRM data into strategic documents, ready to share, attach, or use in responses—saving time while elevating customer engagement.
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What does it do:
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One-Click Document Creation: Instantly generates a POV based on opportunity data.
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Multiple Output Options: Email it, attach it to the CRM record, or use it to craft a strategic response.
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AI-Powered Consistency: Ensures POVs align with company strategy, messaging, and customer context.
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Faster Turnaround: Reduces time spent on manual writing, letting sellers focus on conversations.
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Centralized Visibility: Keeps POVs tied to the opportunity record for easy access and collaboration.
Problem it Solves:
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Writing POV documents is time-consuming and inconsistent across sellers.
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Teams often lack a standardized approach to opportunity responses.
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Manual drafting takes focus away from selling and customer interactions.
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Missed insights or delayed follow-ups can stall opportunities.
Who it helps:
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Sales Representatives who need to prepare POVs for opportunities quickly.
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Account Managers managing multiple clients and requiring consistent messaging.
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Pre-Sales & Solution Consultants who spend time drafting tailored responses.
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Sales Leaders are looking to standardize high-quality POVs across the team.
Core Agent
Sales Process Optimization Agent
The Sales Process Optimization feature in Dialogue Copilot, integrated into Microsoft 365 CRM, delivers real-time insights and targeted recommendations to help sellers strengthen their sales process. By analyzing pipeline data and identifying areas for improvement empowers teams to close deals faster and more efficiently.
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What does it do:
- Analyzes Sales Data: Surfaces strengths and gaps in the sales process.
- Provides Actionable Recommendations: From refining lead qualification to boosting customer engagement.
- Keeps Teams on Track: Suggests time limits and regular check-ins to maintain momentum.
- Drives Consistency: Aligns reps with best practices and proven strategies.
- Accelerates Outcomes: Helps sellers focus on high-value activities that close deals faster.
Problem it Solves:
- Sales teams often struggle with inconsistent qualification criteria and missed opportunities.
- Deals stall without structured timelines and engagement strategies.
- Leaders lack real-time insights to coach teams effectively.
- Manual reviews waste time and leave blind spots in the sales cycle.
Who it helps:
- Sales Representatives looking to sharpen their approach and hit quotas.
- Account Managers managing complex opportunities and multiple stakeholders.
- Sales Leaders are aiming for data-driven visibility into team performance.
- Sales Ops & Enablement Teams are responsible for process consistency and scalability.
Empower Your Business With AI Agents
Core
Buyer Intent Enrichment (web + CRM)
An Task Automation Agent embedded in the Core layer at the Awareness stage.
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What does it do:
- Detects intent & prioritizes outreach
- Personalizes content and timing
Problem it Solves:
- Anonymous intent not captured
- Low lead quality and volume volatility
- Generic content underperforms
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
20–50% higher campaign ROI vs broad programs
Hyper-Targeted Market Segmentation
An Task Automation Agent embedded in the Core layer at the Awareness stage.
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What does it do:
- Detects intent & prioritizes outreach
- Personalizes content and timing
Problem it Solves:
- Anonymous intent not captured
- Low lead quality and volume volatility
- Generic content underperforms
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
+5–15% marketing ROI, reduced spend on low-impact segments
Dynamic Journey Orchestration (CI Journeys Copilot)
An Task/Process Copilot embedded in the Core layer at the Education stage. It orchestrates journeys and next-best-actions across channels.
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What does it do:
- Surfaces ICP fit and segment insights
- Aggregates research to equip early discovery
- Builds next-best-action sequences across email/web/ads
- Auto-enrolls segments into targeted journeys
Problem it Solves:
- Fragmented ICP & message-market mismatch
- Low discovery quality; poor fit leads
- Manual research slows cycles
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
10–15% lift in journey revenue
Causal AI Explorer
A Task/Process Copilot is embedded in the core layer at the Education Stage
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What does it do:
- Detects intent & prioritizes outreach
- Personalizes content and timing
Problem it Solves:
- Anonymous intent not captured
- Low lead quality and volume volatility
- Generic content underperforms
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
20–50% higher campaign ROI vs broad programs
First-Impact: Claims Setup & Portal
A Task Automation Agent is embedded in the Core layer at the Awareness stage.
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What does it do:
- Guides First claim/First portal use
Problem it Solves:
- Visability
- Low lead quality and volume volatility
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
+5–10 NPS points post-claim, better retention
First Reorder Play (30/60/90)
It predicts reorder points and automates replenishment plays.
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What does it do:
- Drive seccond and third order for new buyer
Problem it Solves:
- Visability
- Volume and Insights
Who it helps:
- Sales Rep, Manager
- Customer Success
- Ops
Typical Outcomes:
+5–15% higher repeat-order
Account Prioritization (Propensity Models)
It ranks targets using historical outcomes and live engagement signals.
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What does it do:
- Ranks accounts by propensity to buy
Problem it Solves:
- Unclear targets
- Low lead quality and volume
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
+10–15% win rate on prioritized accounts
Intelligent CLM & Redline Review (Azure AI)
It accelerates contracting by drafting, redlining, and tracking approvals.
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What does it do:
- AI Clause analysis, fallback language, risk flags
Problem it Solves:
- Low lead quality and volume
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
30–50% faster contracting; fewer escalations
Event/Webinar Persona Journeys
It orchestrates journeys and next-best-actions across channels.
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What does it do:
- Automated follow-up journeys by persona and engagement
Problem it Solves:
- Manual creation
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
Typical Outcomes:
+10–20% higher MQL→SQL conversion on event leads
Assortment Fit Scoring
It ranks targets using historical outcomes and live engagement signals.
Insurance
Policy Issuance Checklist Agent
A Process Automation Agent embedded in the Insurance layer at the Onboarding stage. It coordinates handoffs and drives milestones to first value.
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What does it do:
- Creates a success plan & owners
- Tracks milestones & risks
- Assigns tasks to owners in Teams/Planner
- Alerts on delays to keep momentum
Problem it Solves:
- Slow time-to-first-value
- Task/milestone miss; poor handoffs
- Unclear owner & success plan
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Underwriter / Claims
Risk & Loss Ratio Storytelling
A Task/Process Copilot is embedded in the Core layer at the Education stage. It orchestrates journeys and next-best actions across channels.
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What does it do:
- Surfaces ICP fit and segment insights
- Aggregates research to equip early discovery
- Builds next-best-action sequences across email/web/ads
- Auto-enrolls segments into targeted journeys
Problem it Solves:
- Fragmented ICP & message-market mismatch
- Low discovery quality; poor fit leads
- Manual research slows cycles
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
RFP/Submission Triage & Quote Copilot
A Task/Process Copilot embedded in the Insurance layer at the Selection stage.
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What does it do:
- Guides eval steps and risk flags
- Prepares proof/demo with relevant assets
- Guides configuration & pricing
- Applies elasticity & discount guardrails
Problem it Solves:
- Stalled evals; single-threaded deals
- Manual proposals/CLM are slow to close
- Inconsistent differentiation & proof
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Underwriter / Claims
Typical Outcomes:
~50–65% faster submission handling
ICP Targeting by Line (P&C/Life)
A Task Automation Agent embedded in the Insurance layer at the Education stage.
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What does it do:
- Surfaces ICP fit and segment insights
- Aggregates research to equip early discovery
Problem it Solves:
- Fragmented ICP & message-market mismatch
- Low discovery quality; poor fit leads
- Manual research slows cycles
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Underwriter / Claims
Typical Outcomes:
10–15% higher win rate
Underwriting Intake Copilot RFI/Submission
A Task/Process Copilot is embedded in the Insurance layer at the Selection stage.
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What does it do:
- Speeds initial data capture
Problem it Solves:
- Visability
- Low lead quality and volume
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
50–90% faster intake on standard risks
Broker Onboarding (Licensing/Docs)
It coordinates handoffs and drives milestones to first value.
Distribution
Service Contracts & Attach Rate Signals
A Signal Detection Agent embedded in the Distribution layer at the Expand stage.
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What does it do:
- Guides eval steps and risk flags
- Prepares proof/demo with relevant assets
- Guides configuration & pricing
- Applies elasticity & discount guardrails
Problem it Solves:
- No systematic cross-sell triggers
- Hard to find advocates/references
- Low attach rates and loyalty
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Branch / Inside Sales
- Supply Chain
- Legal / Procurement
Typical Outcomes
10–30% higher attach rate
Loyalty Tier Triggers → Offers
A Task Automation Agent is embedded in the Distribution layer at the Expand stage.
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What does it do:
- Surfaces cross/upsell moments
- Activates advocacy & references
Problem it Solves:
- No systematic cross-sell triggers
- Hard to find advocates/references
- Low attach rates and loyalty
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Branch / Inside Sales
- Supply Chain
Territory Route & Visit Copilot
A Task/Process Copilot is embedded in the Distribution layer at the Use | Retain stage.
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What does it do:
- Monitors product/service usage & health
- Triggers save/renewal playbooks
Problem it Solves:
- Low adoption / health unclear
- Churn risk goes unnoticed
- No structured renewal plan
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Branch / Inside Sales
- Supply Chain
Typical Outcomes:
10–20% more visits per rep per week
Churn Risk: Price/Stock/Service Deltas
A Task Automation Agent embedded in the Distribution layer at the Use | Retain stage. It monitors adoption/health and triggers proactive interventions.
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What does it do:
- Monitors product/service usage & health
- Triggers save/renewal playbooks
- Detects risk via usage/tickets/sentiment
- Surfaces promoters for references/referrals
Problem it Solves:
- Low adoption/health unclear
- Churn risk goes unnoticed
- No structured renewal plan
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Branch / Inside Sales
- Supply Chain
Service Contracts & Attach Rate Signals
A Signal Detection Agent is embedded in the Distribution layer at the Expand stage.
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What does it do:
- Prompts warranties/services at point of sale
Problem it Solves:
- Visability/Benchmarks
- Low retention
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
10–30% higher attach rate
Dormant Account Reactivation (Leads)
A Task Automation Agent is embedded in the Distribution layer at the Awareness stage.
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What does it do:
- Finds and re-engages inactive accounts
Problem it Solves:
- Target offers
- Updated story
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
10–20% of dormant accounts reactivated
Partner/Branch Playbooks
A Task Automation Agent is embedded in the Distribution layer at the Education stage.
Professional Service
Account Research Copilot
A Task/Process Copilot is embedded in the Professional Services layer at the Awareness stage.
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What does it do:
- Detects intent & prioritizes outreach
- Personalizes content and timing
Problem it Solves:
- Anonymous intent not captured
- Low lead quality and volume volatility
- Generic content underperforms
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Engagement Manager / PM
- Practice Lead
Typical Outcomes:
20–40% research/admin time reduction
Target Accounts by Buying Committee
A Task Automation Agent embedded in the Professional Services layer at the Awareness stage.
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What does it do:
- Detects intent & prioritizes outreach
- Personalizes content and timing
Problem it Solves:
- Anonymous intent not captured
- Low lead quality and volume volatility
- Generic content underperforms
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Engagement Manager / PM
- Practice Lead
Typical Outcomes:
Higher win rate, larger average deal size (5–15%)
Thought Leadership Orchestration
An Orchestration Agent embedded in the Professional Services layer at the Education stage. It orchestrates journeys and next-best actions across channels.
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What does it do:
- Surfaces ICP fit and segment insights
- Aggregates research to equip early discovery
- Builds next-best-action sequences across email/web/ads
- Auto-enrolls segments into targeted journeys
Problem it Solves:
- Fragmented ICP & message-market mismatch
- Low discovery quality; poor fit leads
- Manual research slows cycles
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
- Engagement Manager / PM
- Practice Lead
Typical Outcomes:
Strong influence on pipeline; higher engagement, 5–10% more opps sourced
Stakeholder Map + Success Plan
A Task Automation Agent is embedded in the Professional Services layer at the Onboarding stage.
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What does it do:
- Maps org, defines success metrics & Timeline
Problem it Solves:
- Roadmap
- Low lead quality and volume
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
Higher NRR; better multi-threading (10–20% more expansion)
Proactive Churn Prevention (Health Scoring)
It ranks targets using historical outcomes and live engagement signals.
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What does it do:
- Predicts churn risk, suggests plays
Problem it Solves:
- Visability
- Low lead quality and volume
- Tiesd to concrete playbooks not just dashboards
Who it helps:
- Sales Rep, Manager
- Marketing
- Customer Success
- Ops
Typical Outcomes:
10–18% churn reduction where CS acts
Discover Our Process
Step 1
Select Your Agent(s)
Begin by choosing the most suitable agent for your needs. Filter options by role, industry, and project stage to find the perfect match.
Step 2
Validate Quickly
Engage in a 30-day pilot within your Dynamics 365 environment to demonstrate the agent’s value and effectiveness swiftly.
Step 3
Expand and Integrate
As your outcomes improve, scale your operations by integrating additional signals, roles, and agents to enhance performance.
Take the Next Step
Ready to transform your business processes? Schedule a demo to see our AI agents in action or explore our assessment and ROI calculator to estimate your potential gains.
Blogs & Articles
AI Agents in Microsoft Dynamics 365: The End of Click and Hope
Let’s be honest: you are drowning in data but starving for insights. You’ve hired smart, expensive people, yet they spend half their day fighting a battle against manual tasks, updating spreadsheets, and fixing data entry errors. That is the “Legacy” trap....
Your Questions Answered
Explore common inquiries about our AI agents and how they can benefit your organization.
What sets AI agents apart from standard prompts?
Our AI agents execute tasks by running policies and triggers, orchestrating workflows across applications and roles, unlike simple prompts that only suggest actions.
What are the prerequisites for using AI agents?
You’ll need access to Dynamics 365 (Sales/Service/Project Ops), Dataverse, and a defined process. We assist in aligning data and roles to initiate a 30-day pilot.
Is it possible to use multiple agents simultaneously?
Absolutely! Start with one agent and gradually add more as you progress through different stages such as Selection, Onboarding, and Retention.
How do you ensure security and compliance?
We adhere to strict security protocols, employing least-privilege access, auditable policies, and compliance guardrails tailored to your specific environment.