Overview
Agents go beyond chat: they can look up data, follow business rules and take actions across systems. We design and build agents with Microsoft Copilot Studio and Azure AI that connect securely to Dynamics 365 Finance & Operations, Dataverse and Microsoft 365.
Capabilities
What our AI Agents & Copilot Studio services include
Delivered by senior consultants and developers who work on Microsoft platforms every day.
Agent design
Define the agent’s job, knowledge sources, actions and guardrails with your business owners.
ERP connectivity
Connect agents to D365 F&O through Dataverse, OData, custom APIs and Model Context Protocol (MCP) tools.
Autonomous workflows
Event-triggered agents for tasks such as vendor inquiries, invoice exceptions or order status.
Knowledge grounding
Ground agents in SharePoint policies, product data and procedures.
Testing & evaluation
Test sets and evaluation to measure accuracy before go-live.
Governance & ALM
Environments, solutions, DLP policies and monitoring for production agents.
Outcomes
What you can expect
- Routine requests handled automatically
- Agents that respect ERP security
- Measurable accuracy before launch
- A managed, governed agent platform
Technologies & tools
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FAQ
AI Agents & Copilot Studio FAQs
What is the difference between Copilot and an AI agent?
Copilot assists a person in the moment. An agent can be given a defined job, such as answering vendor status questions or triaging invoice exceptions, and can act on triggers with less human input, within the limits you set.
Can AI agents update data in Dynamics 365?
Yes, when you allow it. Agents can call approved actions and APIs, and we design them with approvals and logging for any changes to ERP data.
Related services
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Services that are often delivered together. All services
AI Readiness Assessment
Find out where AI will pay off in your business, and what needs to be in place first.
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AI Strategy & Adoption
A practical AI strategy tied to business goals, with change management to make it stick.
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Copilot for Dynamics 365 F&O
Enable and extend Copilot inside Dynamics 365 Finance and Supply Chain Management.
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Microsoft 365 Copilot Rollout & Training
Roll out Microsoft 365 Copilot with the right preparation, training and support.
Learn moreLet's talk about AI Agents & Copilot Studio
Book a free 30-minute consultation. We'll review your goals and outline a practical plan, with no obligation.