Microsoft 365 and Dynamics 365 agents can support business processes in highly targeted ways when deployed in the right places. We analyze your processes, identify suitable use cases, and implement AI agents in M365 and D365 that integrate securely into your Microsoft environment.
_The right M365 and D365 agents for your business.
An increasing number of AI agents are becoming available for Microsoft 365 and Dynamics 365. They can support sales, customer service, finance, supplier communication, meetings, research, data analysis, and internal service processes. However, their value relies on them being deployed in the right areas.
We help you select the right M365 and D365 agents and integrate them into your processes. To do this, we examine your workflows, data sources, user roles, security requirements, and system landscape. We then implement the agents so they work seamlessly together, support your employees in their day-to-day work, and measurably accelerate your business processes.
Fast ROI and reliable governance
Intelligent automation for efficient processes
Dynamics 365 serves as the backbone for sales, service, finance, supply chain, and operational processes in many organizations. AI agents can support these processes by preparing tasks, validating information, and transferring structured data into ERP and CRM workflows.
D365
Financial Reconciliation Agent
Prepares and sanitizes data for reporting.
D365
Customer Intent Agent
Identifies customer intent based on previous service interactions.
D365
Customer Knowledge Management Agent
Creates and updates knowledge articles.
D365
Case Management Agent
Automates the creation, resolution, and tracking of cases.
D365
Scheduling Operations Agent
Optimizes scheduling for field service technicians.
D365
Sales Qualification Agent
Researches leads, prioritizes follow-up activities, and drafts outreach content.
Copilot Cowork demonstrates Microsoft’s vision for the evolution of Microsoft 365 Copilot – from a supportive assistant to an agent capable of actively executing multi-step tasks across Microsoft 365 and Dynamics 365.
Cowork can research and analyze information and send the results via email,
schedule meetings with relevant stakeholders when needed,
create documents and share them through Teams in advance for preparation,
– with user approval before performing sensitive actions.
Agent 365 helps turn individual agents into a manageable agent ecosystem
As more AI agents operate across the organization, transparency, security, and governance become increasingly important. Agent 365 provides a centralized control layer:
Microsoft 365 is a central repository of company knowledge – stored across emails, meetings, documents, chats, and SharePoint pages. AI agents can bring information together from these environments, prepare content, structure meetings, analyze data, and reduce administrative effort for employees.
M365
Facilitator Agent
Creates meeting notes, chairs meetings, and generates summaries.
M365
Interpreter Agent
Translates meetings in real time into multiple languages.
M365
Team Navigator
Understands the company structure and helps locate colleagues.
M365
IT Helpdesk Agent
Resolves issues and creates support tickets.
M365
SharePoint Agent
Finds information on websites and prepares it for use.
M365
Researcher Agent
Summarizes information and creates content.
M365
Analyst Agent
Transforms data into insights and visualizations.
M365
Employee Self-Service Agent
Answers general HR and benefits-related inquiries.
M365
SharePoint Agent
Finds information on websites and prepares it for use.
M365
Website Q&A Agent
Responds using predefined website content.
M365
Project Manager Agent
Automates project and task management.
Preview
With Project Mia, Microsoft demonstrates how Dynamics 365 projects could become significantly easier to launch in the future. Specialized AI agents are designed to help analyze processes, prepare requirements, configure initial system settings, support data migrations, and simplify testing.
The goal is to reduce the time spent on repetitive foundational work and create more room for the aspects that make your business unique. Project teams can focus earlier on process design, integration, change management, and value-added enhancements. As a result, the business benefits of Dynamics 365 can be reached more quickly.
Leandro Meermeier
Whether you have an initial project idea, specific questions or would like a live demo – we will make time for you. Arrange your personal meeting now.
Arineo – your multi-award-winning Microsoft partner
Microsoft Dynamics 365
Fast Track Portfolio Partner
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