Session
Building an AI-Powered Sales Agent with Microsoft Copilot Studio
Join us, two tech enthusiasts passionate about exploring the latest innovations in Microsoft Copilot Studio. We will guide you through a hands-on, technical journey of our Sales Agent. In this session, we’ll demonstrate how to build a custom AI agent through the lens of a relatable, real-world scenario: a mobile sales manager navigating daily challenges on the road.
We’ll start by framing the business case: why AI-driven solutions matter for mobile sales teams and how Copilot Studio fits into the picture. From there, we’ll move into a live build, showcasing:
- A Model-Driven App to serve as the foundation for your sales solution.
- Building a custom Copilot Agent and enriching it with knowledge using Dataverse.
- Understanding Knowledge vs. Model Context Protocol (MCP), what MCP is and when to use them
- Automating real-world tasks like promoting quotes to orders and generating documents, reducing repetitive work for sales managers on the go.
By the end of this session, you’ll learn how to:
- Design and deploy a conversational AI agent tailored to business needs.
- Integrate Copilot Studio with Dataverse and Power Platform components.
- Use MCP for advanced automation and real-time data access.
- Deliver practical solutions that optimize sales workflows and improve productivity.
Whether you’re building your first Copilot or looking to extend its capabilities, this session will give you the tools and insights to create smarter, more efficient business solutions.
Ben den Blanken
Microsoft Business Applications MVP and Power Platform Lead at Wortell
Huizen, The Netherlands
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