Session

AI and Autonomous Agents: previewing the pre-built Dynamics 365 CRM Agents

As 2024 transitioned into 2025, in the first instalment of my 'AI and Autonomous Agents' series: the new UI Transmogrifying Microsoft Dynamics 365, we explored what the future UI for AI in the Microsoft Dynamics 365 Apps will look like as Satya Nadella "collapses apps into Copilot and AI Agents".

Now, we bring it back to the present, as the introduction of 10 new pre-build Autonomous Agents into Dynamics 365 announced last October finally moves into full Public Preview.

In this edition of the series, we'll get hands-on with the CRM Autonomous Agents in Microsoft Copilot Studio and in Microsoft Dynamics 365 Sales and Service:

• Dynamics 365 Sales Qualification Agent for Microsoft Dynamics 365 Sales

• Customer Intent Agent for Microsoft Dynamics 365 Customer Service and Microsoft Dynamics 365 Contact Center

• Customer Knowledge Management Agent for Dynamics 365 for Microsoft Dynamics 365 Customer Service and Microsoft Dynamics 365 Contact Center

• Case Management Agent For Dynamics 365 Customer Service

• Scheduling Operations Agent for Microsoft Dynamics 365 Field Service

We'll remind ourselves of the intentions behind Microsoft's introduction of these pre-built Autonomous Agents.

Then we'll work through live demonstrations of the key Agents for Sales and Service, to understand whether and how they meet their identified use cases.

We'll finish by ;looking at how they align with the use of the UI for AI: Microsoft Copilot, and how both can be extended to meet distinct business requirements.

The predecessor editions of The Shifting Landscapes of the Dynamics 365 UI/UX to this brand new session was presented seven times during 2024 at both UK and Regional User Groups, Virtual Round Tables, Scottish Summit, DynamicsCon Virtual and the New Zealand Business Applications Summit (Online track) to excellent reviews.

This new journey of blogs and conference sessions will follow the evolution and transmogrification of the legacy line of business applications to AI-first business processes through 2025.

It premiered at the Dynamics 365 & Power Platform UK User Group - London all day event, was presented internationally as part of the Global Dynamics 365 Bootcamp in January 2025, and the latest session has been accepted for ColorCloud in Hamburg in April 2024.

Duration: 45 minutes

Level 200: Intermediate

Audience: Decision Makers, Low-Code Developers, Analysts, Microsoft Partners

Main topic tag: Microsoft Dynamics 365
Secondary topic tag: Autonomous Agents

Sharon Smith

Microsoft Dynamics 365 Solution Architect for ANS Group

London, United Kingdom

Actions

Please note that Sessionize is not responsible for the accuracy or validity of the data provided by speakers. If you suspect this profile to be fake or spam, please let us know.

Jump to top