Step 1
Discovery workshop
Review of your processes and prioritization of Copilot and agent use cases.
- Workshop
- Opportunity map
- AI roadmap
Business impact
- High-value use cases
- A clear roadmap
- Realistic expectations
Our services
AI and agents for Dynamics 365
Put Copilot to work.
AI is now built into Dynamics 365. We help you turn on the right Copilot features, deploy the agents Microsoft provides and build your own agents with Copilot Studio, connected to your data and rules.
Start from use cases
AI where it truly pays off.
Start small
A measurable pilot before scaling up.
Govern
Security, data and adoption designed from the start.
Our approach
How we work, step by step
Step 2
Data and security
Review of permissions, knowledge sources and governance rules.
- Security roles
- Microsoft Purview
- Knowledge sources
Business impact
- Protected data
- Reliable answers
- Compliance
Step 3
Copilot and Microsoft agents
Copilot configured in your Dynamics 365 apps and relevant prebuilt agents deployed.
- Copilot
- Dynamics 365 agents
Business impact
- Fast value
- Little development
- Equipped teams
Step 4
Custom agents
Agents designed with Copilot Studio, connected to your data, processes and systems.
- Copilot Studio
- Power Automate
- Dataverse
Business impact
- Automated processes
- Instant internal answers
- Fitted to your rules
Step 5
Adoption and measurement
Role-based training, usage tracking and measurement of time saved.
- Training
- Usage indicators
Business impact
- Real usage
- Measured gains
- Continuous improvement
What actually changes for your teams
BeforeCopilot licences barely used.
AfterTargeted use cases and trained teams.
BeforeRepetitive tasks eating up the day.
AfterAgents that take them on.
BeforeWorries about data security.
AfterClear governance, backed by Microsoft’s tools.
What you get
Quick wins
Repetitive tasks automated within weeks.
Governed AI
Your security roles and data policies respected.
Augmented teams
More time for high-value work.
Microsoft technologies involved
- Copilot
- Copilot Studio
- Dataverse
- Power Automate
- Azure AI
FAQ: AI and agents for Dynamics 365
Do we need Microsoft 365 Copilot to use Copilot in Dynamics 365?
No, they are separate offers. Several Copilot features are included in Dynamics 365 apps; Microsoft 365 Copilot covers Outlook, Teams, Word and Excel. We help you choose.
How long does a first agent take?
A simple first agent, such as an internal FAQ, can be delivered in a few weeks.
How do you measure results?
We define indicators before the pilot: time saved, volume handled, user satisfaction.
Can an agent act inside Dynamics 365?
Yes. With Copilot Studio and Power Automate, an agent can read and update data or trigger processes, within the permissions you set.
Our other services
Project recovery and governance
Independent assessment, recovery plan and leadership through go-live.
Learn more →
Dynamics 365 implementation and evolution
Business Central, Finance & Operations, Sales, Customer Service and Field Service, from scoping to support.
Learn more →
Custom apps with Power Apps
Canvas and model-driven apps plus Power Automate workflows.
Learn more →
Ready to take the next step?
Book a 30-minute assessment with a Dynamics 365 expert. No commitment.